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Equity Residential（EQR）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Equity Residential的1.1倍（$828.2M vs $781.9M），Equity Residential净利率更高（48.9% vs 13.2%，领先35.6%），Rithm Capital Corp.同比增速更快（508.5% vs 2.0%），过去两年Equity Residential的营收复合增速更高（3.4% vs -17.9%）
Equity Residential是总部位于美国的公开上市房地产投资信托基金（REIT），核心业务聚焦公寓类不动产投资，在全美多地持有大量优质公寓资产，深耕租赁住房市场，拥有成熟的运营管理经验和突出的行业竞争优势。
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。
EQR vs RITM — 直观对比
营收规模更大
RITM
是对方的1.1倍
$781.9M
营收增速更快
RITM
高出506.5%
2.0%
净利率更高
EQR
高出35.6%
13.2%
两年增速更快
EQR
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $781.9M | $828.2M |
| 净利润 | $382.1M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | 50.6% | 29.9% |
| 净利率 | 48.9% | 13.2% |
| 营收同比 | 2.0% | 508.5% |
| 净利润同比 | -8.8% | 27.7% |
| 每股收益（稀释后） | $1.01 | $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EQRRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $781.9M | $1.5B | ||
| Q3 25 | $782.4M | $1.1B | ||
| Q2 25 | $768.8M | $1.2B | ||
| Q1 25 | $760.8M | $768.4M | ||
| Q4 24 | $766.8M | $2.1B | ||
| Q3 24 | $748.3M | $619.5M | ||
| Q2 24 | $734.2M | $1.2B |
净利润EQRRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $382.1M | $85.0M | ||
| Q3 25 | $289.1M | $221.5M | ||
| Q2 25 | $192.4M | $311.7M | ||
| Q1 25 | $256.6M | $78.8M | ||
| Q4 24 | $419.1M | $290.2M | ||
| Q3 24 | $143.4M | $121.7M | ||
| Q2 24 | $177.5M | $235.6M |
营业利润率EQRRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 50.6% | 13.8% | ||
| Q3 25 | 38.5% | 21.4% | ||
| Q2 25 | 26.6% | 25.2% | ||
| Q1 25 | 35.7% | 7.4% | ||
| Q4 24 | 57.2% | 23.8% | ||
| Q3 24 | 20.1% | 7.3% | ||
| Q2 24 | 25.3% | 23.6% |
净利率EQRRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 48.9% | 5.7% | ||
| Q3 25 | 36.9% | 20.0% | ||
| Q2 25 | 25.0% | 25.6% | ||
| Q1 25 | 33.7% | 10.3% | ||
| Q4 24 | 54.7% | 14.0% | ||
| Q3 24 | 19.2% | 19.7% | ||
| Q2 24 | 24.2% | 19.2% |
每股收益（稀释后）EQRRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $1.01 | $0.09 | ||
| Q3 25 | $0.76 | $0.35 | ||
| Q2 25 | $0.50 | $0.53 | ||
| Q1 25 | $0.67 | $0.07 | ||
| Q4 24 | $1.10 | $0.50 | ||
| Q3 24 | $0.38 | $0.20 | ||
| Q2 24 | $0.47 | $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 | $55.9M | — |
| 总债务越低越好 | $8.2B | — |
| 股东权益账面价值 | $11.0B | $9.1B |
| 总资产 | $20.7B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.75× | — |
8季度趋势，按日历期对齐
现金及短期投资EQRRITM
| Q1 26 | — | — | ||
| Q4 25 | $55.9M | $1.8B | ||
| Q3 25 | $93.1M | $1.6B | ||
| Q2 25 | $31.3M | $1.6B | ||
| Q1 25 | $39.8M | $1.5B | ||
| Q4 24 | $62.3M | $1.5B | ||
| Q3 24 | $28.6M | $1.6B | ||
| Q2 24 | $38.3M | $1.2B |
总债务EQRRITM
| Q1 26 | — | — | ||
| Q4 25 | $8.2B | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | $8.2B | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益EQRRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $11.0B | $8.4B | ||
| Q3 25 | $11.1B | $8.5B | ||
| Q2 25 | $11.0B | $7.9B | ||
| Q1 25 | $11.0B | $7.8B | ||
| Q4 24 | $11.0B | $7.8B | ||
| Q3 24 | $10.9B | $7.7B | ||
| Q2 24 | $11.0B | $7.3B |
总资产EQRRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $20.7B | $53.1B | ||
| Q3 25 | $21.1B | $47.2B | ||
| Q2 25 | $21.0B | $44.3B | ||
| Q1 25 | $20.6B | $45.3B | ||
| Q4 24 | $20.8B | $46.0B | ||
| Q3 24 | $20.9B | $42.3B | ||
| Q2 24 | $19.8B | $42.0B |
负债/权益比EQRRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.75× | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | 0.74× | 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 | $387.0M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 1.01× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流EQRRITM
| Q1 26 | — | — | ||
| Q4 25 | $387.0M | $-114.6M | ||
| Q3 25 | $476.7M | $-2.0B | ||
| Q2 25 | $359.5M | $-557.1M | ||
| Q1 25 | $425.5M | $1.4B | ||
| Q4 24 | $354.2M | $-1.8B | ||
| Q3 24 | $401.4M | $768.1M | ||
| Q2 24 | $396.9M | $-55.7M |
现金转化率EQRRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.01× | -1.35× | ||
| Q3 25 | 1.65× | -9.22× | ||
| Q2 25 | 1.87× | -1.79× | ||
| Q1 25 | 1.66× | 18.03× | ||
| Q4 24 | 0.85× | -6.04× | ||
| Q3 24 | 2.80× | 6.31× | ||
| Q2 24 | 2.24× | -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
EQR
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% |
