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Equifax（EFX）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
Equifax的季度营收约是Rithm Capital Corp.的2.0倍（$1.6B vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 10.4%，领先2.8%），Rithm Capital Corp.同比增速更快（508.5% vs 14.3%），过去两年Equifax的营收复合增速更高（6.9% vs -17.9%）
Equifax是总部位于美国佐治亚州亚特兰大的跨国消费信用报告机构，与益博睿、环联并称全球三大消费信用报告机构，在全球范围内收集汇总了超过8亿名个人消费者及8800万家企业的相关信息。
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。
EFX vs RITM — 直观对比
营收规模更大
EFX
是对方的2.0倍
$828.2M
营收增速更快
RITM
高出494.1%
14.3%
净利率更高
RITM
高出2.8%
10.4%
两年增速更快
EFX
近两年复合增速
-17.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $828.2M |
| 净利润 | $171.5M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | 17.4% | 29.9% |
| 净利率 | 10.4% | 13.2% |
| 营收同比 | 14.3% | 508.5% |
| 净利润同比 | 28.9% | 27.7% |
| 每股收益（稀释后） | — | $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EFXRITM
| Q2 26 | $1.6B | — | ||
| Q1 26 | $1.6B | $828.2M | ||
| Q4 25 | $1.6B | $1.5B | ||
| Q3 25 | $1.5B | $1.1B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.4B | $768.4M | ||
| Q4 24 | $1.4B | $2.1B | ||
| Q3 24 | $1.4B | $619.5M |
净利润EFXRITM
| Q2 26 | $171.5M | — | ||
| Q1 26 | $171.5M | $109.5M | ||
| Q4 25 | $175.7M | $85.0M | ||
| Q3 25 | $160.2M | $221.5M | ||
| Q2 25 | $191.3M | $311.7M | ||
| Q1 25 | $133.1M | $78.8M | ||
| Q4 24 | $174.0M | $290.2M | ||
| Q3 24 | $141.3M | $121.7M |
营业利润率EFXRITM
| Q2 26 | 17.4% | — | ||
| Q1 26 | 17.4% | 29.9% | ||
| Q4 25 | 18.3% | 13.8% | ||
| Q3 25 | 17.1% | 21.4% | ||
| Q2 25 | 20.2% | 25.2% | ||
| Q1 25 | 16.4% | 7.4% | ||
| Q4 24 | 20.3% | 23.8% | ||
| Q3 24 | 17.1% | 7.3% |
净利率EFXRITM
| Q2 26 | 10.4% | — | ||
| Q1 26 | 10.4% | 13.2% | ||
| Q4 25 | 11.3% | 5.7% | ||
| Q3 25 | 10.4% | 20.0% | ||
| Q2 25 | 12.4% | 25.6% | ||
| Q1 25 | 9.2% | 10.3% | ||
| Q4 24 | 12.3% | 14.0% | ||
| Q3 24 | 9.8% | 19.7% |
每股收益（稀释后）EFXRITM
| Q2 26 | — | — | ||
| Q1 26 | — | $0.12 | ||
| Q4 25 | $1.44 | $0.09 | ||
| Q3 25 | $1.29 | $0.35 | ||
| Q2 25 | $1.53 | $0.53 | ||
| Q1 25 | $1.06 | $0.07 | ||
| Q4 24 | $1.40 | $0.50 | ||
| Q3 24 | $1.13 | $0.20 |
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 | $183.4M | — |
| 总债务越低越好 | $5.3B | — |
| 股东权益账面价值 | $4.6B | $9.1B |
| 总资产 | $11.9B | $53.4B |
| 负债/权益比越低杠杆越低 | 1.16× | — |
8季度趋势，按日历期对齐
现金及短期投资EFXRITM
| Q2 26 | $183.4M | — | ||
| Q1 26 | $183.4M | — | ||
| Q4 25 | $180.8M | $1.8B | ||
| Q3 25 | $189.0M | $1.6B | ||
| Q2 25 | $189.0M | $1.6B | ||
| Q1 25 | $195.2M | $1.5B | ||
| Q4 24 | $169.9M | $1.5B | ||
| Q3 24 | $468.2M | $1.6B |
总债务EFXRITM
| Q2 26 | $5.3B | — | ||
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.1B | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | $5.0B | $32.6B | ||
| Q3 24 | — | $29.6B |
股东权益EFXRITM
| Q2 26 | $4.6B | — | ||
| Q1 26 | $4.6B | $9.1B | ||
| Q4 25 | $4.6B | $8.4B | ||
| Q3 25 | $4.9B | $8.5B | ||
| Q2 25 | $5.1B | $7.9B | ||
| Q1 25 | $5.0B | $7.8B | ||
| Q4 24 | $4.8B | $7.8B | ||
| Q3 24 | $4.9B | $7.7B |
总资产EFXRITM
| Q2 26 | $11.9B | — | ||
| Q1 26 | $11.9B | $53.4B | ||
| Q4 25 | $11.9B | $53.1B | ||
| Q3 25 | $11.8B | $47.2B | ||
| Q2 25 | $11.9B | $44.3B | ||
| Q1 25 | $11.9B | $45.3B | ||
| Q4 24 | $11.8B | $46.0B | ||
| Q3 24 | $12.3B | $42.3B |
负债/权益比EFXRITM
| Q2 26 | 1.16× | — | ||
| Q1 26 | 1.16× | — | ||
| Q4 25 | 1.11× | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | 1.05× | 4.18× | ||
| Q3 24 | — | 3.87× |
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
EFX
| Verification Services | $571.4M | 35% |
| Online Information Solutions | $553.7M | 34% |
| Employer Services | $111.7M | 7% |
| Latin America | $102.7M | 6% |
| Europe | $94.0M | 6% |
| Asia Pacific | $92.6M | 6% |
| Canada | $70.9M | 4% |
| Other | $51.9M | 3% |
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% |
