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Dynatrace, Inc.（DT）与Rithm Capital Corp.（RITM）财务数据对比。点击上方公司名可切换其他公司
Rithm Capital Corp.的季度营收约是Dynatrace, Inc.的1.6倍（$828.2M vs $515.5M），Rithm Capital Corp.净利率更高（13.2% vs 7.8%，领先5.4%），Dynatrace, Inc.同比增速更快（18.2% vs -40.0%），过去两年Dynatrace, Inc.的营收复合增速更高（16.3% vs -17.9%）
Dynatrace是总部位于美国的跨国科技企业，主打AI驱动的可观测性平台，旗下软件可用于应用性能监控分析、软件开发流程优化、网络安全防护、IT基础设施运维及用户体验提升等场景，为各行业客户的数字化运营提供有力技术支撑。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
DT vs RITM — 直观对比
营收规模更大
RITM
是对方的1.6倍
$515.5M
营收增速更快
DT
高出58.2%
-40.0%
净利率更高
RITM
高出5.4%
7.8%
两年增速更快
DT
近两年复合增速
-17.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $515.5M | $828.2M |
| 净利润 | $40.1M | $109.5M |
| 毛利率 | 81.4% | — |
| 营业利润率 | 14.1% | — |
| 净利率 | 7.8% | 13.2% |
| 营收同比 | 18.2% | -40.0% |
| 净利润同比 | -88.9% | 20.9% |
| 每股收益（稀释后） | $0.13 | $0.12 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收DTRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $515.5M | $1.5B | ||
| Q3 25 | $493.8M | $1.1B | ||
| Q2 25 | $477.3M | $1.2B | ||
| Q1 25 | $445.2M | $768.4M | ||
| Q4 24 | $436.2M | $2.1B | ||
| Q3 24 | $418.1M | $619.5M | ||
| Q2 24 | $399.2M | $1.2B |
净利润DTRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $40.1M | $85.0M | ||
| Q3 25 | $57.2M | $221.5M | ||
| Q2 25 | $48.0M | $311.7M | ||
| Q1 25 | $39.3M | $78.8M | ||
| Q4 24 | $361.8M | $290.2M | ||
| Q3 24 | $44.0M | $121.7M | ||
| Q2 24 | $38.6M | $235.6M |
毛利率DTRITM
| Q1 26 | — | — | ||
| Q4 25 | 81.4% | — | ||
| Q3 25 | 81.8% | — | ||
| Q2 25 | 82.1% | — | ||
| Q1 25 | 80.9% | — | ||
| Q4 24 | 81.1% | — | ||
| Q3 24 | 81.4% | — | ||
| Q2 24 | 81.3% | — |
营业利润率DTRITM
| Q1 26 | — | — | ||
| Q4 25 | 14.1% | 13.8% | ||
| Q3 25 | 14.8% | 21.4% | ||
| Q2 25 | 13.1% | 25.2% | ||
| Q1 25 | 9.6% | 7.4% | ||
| Q4 24 | 10.9% | 23.8% | ||
| Q3 24 | 11.2% | 7.3% | ||
| Q2 24 | 10.5% | 23.6% |
净利率DTRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 7.8% | 5.7% | ||
| Q3 25 | 11.6% | 20.0% | ||
| Q2 25 | 10.0% | 25.6% | ||
| Q1 25 | 8.8% | 10.3% | ||
| Q4 24 | 82.9% | 14.0% | ||
| Q3 24 | 10.5% | 19.7% | ||
| Q2 24 | 9.7% | 19.2% |
每股收益（稀释后）DTRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.13 | $0.09 | ||
| Q3 25 | $0.19 | $0.35 | ||
| Q2 25 | $0.16 | $0.53 | ||
| Q1 25 | $0.12 | $0.07 | ||
| Q4 24 | $1.19 | $0.50 | ||
| Q3 24 | $0.15 | $0.20 | ||
| Q2 24 | $0.13 | $0.43 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $1.2B | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $9.1B |
| 总资产 | $4.1B | $53.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资DTRITM
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $1.8B | ||
| Q3 25 | $1.3B | $1.6B | ||
| Q2 25 | $1.3B | $1.6B | ||
| Q1 25 | $1.1B | $1.5B | ||
| Q4 24 | $1.0B | $1.5B | ||
| Q3 24 | $1.0B | $1.6B | ||
| Q2 24 | $1.0B | $1.2B |
总债务DTRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益DTRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $2.7B | $8.4B | ||
| Q3 25 | $2.8B | $8.5B | ||
| Q2 25 | $2.7B | $7.9B | ||
| Q1 25 | $2.6B | $7.8B | ||
| Q4 24 | $2.6B | $7.8B | ||
| Q3 24 | $2.1B | $7.7B | ||
| Q2 24 | $2.1B | $7.3B |
总资产DTRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $4.1B | $53.1B | ||
| Q3 25 | $4.1B | $47.2B | ||
| Q2 25 | $4.1B | $44.3B | ||
| Q1 25 | $4.1B | $45.3B | ||
| Q4 24 | $3.7B | $46.0B | ||
| Q3 24 | $3.3B | $42.3B | ||
| Q2 24 | $3.3B | $42.0B |
负债/权益比DTRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $33.8M | — |
| 自由现金流经营现金流 - 资本支出 | $27.2M | — |
| 自由现金流率自由现金流/营收 | 5.3% | — |
| 资本支出强度资本支出/营收 | 1.3% | — |
| 现金转化率经营现金流/净利润 | 0.84× | — |
| 过去12个月自由现金流最近4个季度 | $465.5M | — |
8季度趋势，按日历期对齐
经营现金流DTRITM
| Q1 26 | — | — | ||
| Q4 25 | $33.8M | $-114.6M | ||
| Q3 25 | $32.0M | $-2.0B | ||
| Q2 25 | $269.7M | $-557.1M | ||
| Q1 25 | $162.8M | $1.4B | ||
| Q4 24 | $42.2M | $-1.8B | ||
| Q3 24 | $23.6M | $768.1M | ||
| Q2 24 | $230.7M | $-55.7M |
自由现金流DTRITM
| Q1 26 | — | — | ||
| Q4 25 | $27.2M | — | ||
| Q3 25 | $27.8M | — | ||
| Q2 25 | $262.2M | — | ||
| Q1 25 | $148.2M | — | ||
| Q4 24 | $37.6M | — | ||
| Q3 24 | $20.1M | — | ||
| Q2 24 | $227.4M | — |
自由现金流率DTRITM
| Q1 26 | — | — | ||
| Q4 25 | 5.3% | — | ||
| Q3 25 | 5.6% | — | ||
| Q2 25 | 54.9% | — | ||
| Q1 25 | 33.3% | — | ||
| Q4 24 | 8.6% | — | ||
| Q3 24 | 4.8% | — | ||
| Q2 24 | 57.0% | — |
资本支出强度DTRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | — | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 0.8% | — | ||
| Q2 24 | 0.8% | — |
现金转化率DTRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.84× | -1.35× | ||
| Q3 25 | 0.56× | -9.22× | ||
| Q2 25 | 5.62× | -1.79× | ||
| Q1 25 | 4.14× | 18.03× | ||
| Q4 24 | 0.12× | -6.04× | ||
| Q3 24 | 0.54× | 6.31× | ||
| Q2 24 | 5.97× | -0.24× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
DT
| Subscription And Circulation | $493.4M | 96% |
| Services | $22.1M | 4% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
