vs
DYCOM INDUSTRIES INC（DY）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
DYCOM INDUSTRIES INC的季度营收约是Rithm Capital Corp.的1.8倍（$1.5B vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 7.3%，领先5.9%），DYCOM INDUSTRIES INC同比增速更快（14.1% vs -40.0%），过去两年DYCOM INDUSTRIES INC的营收复合增速更高（23.5% vs -17.9%）
本公司是美国基础设施服务供应商，服务覆盖电力、管道、工业、通信四大领域，具备各类网络基础设施的规划、设计、安装、项目管理、运维及抢修能力。成立以来坚持内生增长，同时已收购150多家电力承包行业企业，为众多大型电力领域客户提供专业服务。
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。
DY vs RITM — 直观对比
营收规模更大
DY
是对方的1.8倍
$828.2M
营收增速更快
DY
高出54.1%
-40.0%
净利率更高
RITM
高出5.9%
7.3%
两年增速更快
DY
近两年复合增速
-17.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $828.2M |
| 净利润 | $106.4M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | 9.7% | — |
| 净利率 | 7.3% | 13.2% |
| 营收同比 | 14.1% | -40.0% |
| 净利润同比 | 52.4% | 20.9% |
| 每股收益（稀释后） | $3.63 | $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DYRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $1.5B | $1.5B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.1B | $768.4M | ||
| Q4 24 | $1.3B | $2.1B | ||
| Q3 24 | $1.2B | $619.5M | ||
| Q2 24 | $1.1B | $1.2B |
净利润DYRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $106.4M | $85.0M | ||
| Q3 25 | $97.5M | $221.5M | ||
| Q2 25 | $61.0M | $311.7M | ||
| Q1 25 | $32.7M | $78.8M | ||
| Q4 24 | $69.8M | $290.2M | ||
| Q3 24 | $68.4M | $121.7M | ||
| Q2 24 | $62.6M | $235.6M |
营业利润率DYRITM
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | 13.8% | ||
| Q3 25 | 9.5% | 21.4% | ||
| Q2 25 | 6.2% | 25.2% | ||
| Q1 25 | 4.1% | 7.4% | ||
| Q4 24 | 7.2% | 23.8% | ||
| Q3 24 | 7.9% | 7.3% | ||
| Q2 24 | 6.8% | 23.6% |
净利率DYRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 7.3% | 5.7% | ||
| Q3 25 | 7.1% | 20.0% | ||
| Q2 25 | 4.9% | 25.6% | ||
| Q1 25 | 3.0% | 10.3% | ||
| Q4 24 | 5.5% | 14.0% | ||
| Q3 24 | 5.7% | 19.7% | ||
| Q2 24 | 5.5% | 19.2% |
每股收益（稀释后）DYRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $3.63 | $0.09 | ||
| Q3 25 | $3.33 | $0.35 | ||
| Q2 25 | $2.09 | $0.53 | ||
| Q1 25 | $1.11 | $0.07 | ||
| Q4 24 | $2.37 | $0.50 | ||
| Q3 24 | $2.32 | $0.20 | ||
| Q2 24 | $2.12 | $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 | $110.1M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $9.1B |
| 总资产 | $3.3B | $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DYRITM
| Q1 26 | — | — | ||
| Q4 25 | $110.1M | $1.8B | ||
| Q3 25 | $28.5M | $1.6B | ||
| Q2 25 | $16.1M | $1.6B | ||
| Q1 25 | $92.7M | $1.5B | ||
| Q4 24 | $15.3M | $1.5B | ||
| Q3 24 | $19.6M | $1.6B | ||
| Q2 24 | $26.1M | $1.2B |
总债务DYRITM
| 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DYRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $1.5B | $8.4B | ||
| Q3 25 | $1.4B | $8.5B | ||
| Q2 25 | $1.3B | $7.9B | ||
| Q1 25 | $1.2B | $7.8B | ||
| Q4 24 | $1.2B | $7.8B | ||
| Q3 24 | $1.2B | $7.7B | ||
| Q2 24 | $1.1B | $7.3B |
总资产DYRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $3.3B | $53.1B | ||
| Q3 25 | $3.2B | $47.2B | ||
| Q2 25 | $3.1B | $44.3B | ||
| Q1 25 | $2.9B | $45.3B | ||
| Q4 24 | $3.1B | $46.0B | ||
| Q3 24 | $2.8B | $42.3B | ||
| Q2 24 | $2.6B | $42.0B |
负债/权益比DYRITM
| 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 | $220.0M | — |
| 自由现金流经营现金流 - 资本支出 | $164.8M | — |
| 自由现金流率自由现金流/营收 | 11.4% | — |
| 资本支出强度资本支出/营收 | 3.8% | — |
| 现金转化率经营现金流/净利润 | 2.07× | — |
| 过去12个月自由现金流最近4个季度 | $296.8M | — |
8季度趋势，按日历期对齐
经营现金流DYRITM
| Q1 26 | — | — | ||
| Q4 25 | $220.0M | $-114.6M | ||
| Q3 25 | $57.4M | $-2.0B | ||
| Q2 25 | $-54.0M | $-557.1M | ||
| Q1 25 | $328.2M | $1.4B | ||
| Q4 24 | $65.8M | $-1.8B | ||
| Q3 24 | $-7.5M | $768.1M | ||
| Q2 24 | $-37.4M | $-55.7M |
自由现金流DYRITM
| Q1 26 | — | — | ||
| Q4 25 | $164.8M | — | ||
| Q3 25 | $5.8M | — | ||
| Q2 25 | $-133.5M | — | ||
| Q1 25 | $259.7M | — | ||
| Q4 24 | $-8.8M | — | ||
| Q3 24 | $-72.9M | — | ||
| Q2 24 | $-79.4M | — |
自由现金流率DYRITM
| Q1 26 | — | — | ||
| Q4 25 | 11.4% | — | ||
| Q3 25 | 0.4% | — | ||
| Q2 25 | -10.6% | — | ||
| Q1 25 | 23.9% | — | ||
| Q4 24 | -0.7% | — | ||
| Q3 24 | -6.1% | — | ||
| Q2 24 | -6.9% | — |
资本支出强度DYRITM
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | 6.3% | — | ||
| Q4 24 | 5.9% | — | ||
| Q3 24 | 5.4% | — | ||
| Q2 24 | 3.7% | — |
现金转化率DYRITM
| Q1 26 | — | — | ||
| Q4 25 | 2.07× | -1.35× | ||
| Q3 25 | 0.59× | -9.22× | ||
| Q2 25 | -0.88× | -1.79× | ||
| Q1 25 | 10.05× | 18.03× | ||
| Q4 24 | 0.94× | -6.04× | ||
| Q3 24 | -0.11× | 6.31× | ||
| Q2 24 | -0.60× | -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
DY
暂无分部数据
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% |
