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FORWARD AIR CORP(FWRD)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FORWARD AIR CORP的1.3倍($828.2M vs $631.2M),Rithm Capital Corp.净利率更高(13.2% vs -4.5%,领先17.7%),Rithm Capital Corp.同比增速更快(508.5% vs -0.3%),过去两年FORWARD AIR CORP的营收复合增速更高(7.9% vs -17.9%)
Forward Air Corp是北美领先的轻资产物流运输服务商,核心业务包括加急零担货运、最后一公里配送、多式联运、仓储及供应链解决方案,服务覆盖美加墨地区,主要服务电商、零售、制造、汽车等行业。
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。
FWRD vs RITM — 直观对比
营收规模更大
RITM
是对方的1.3倍
$631.2M
营收增速更快
RITM
高出508.7%
-0.3%
净利率更高
RITM
高出17.7%
-4.5%
两年增速更快
FWRD
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $631.2M | $828.2M |
| 净利润 | $-28.3M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | -0.5% | 29.9% |
| 净利率 | -4.5% | 13.2% |
| 营收同比 | -0.3% | 508.5% |
| 净利润同比 | 22.2% | 27.7% |
| 每股收益(稀释后) | $-0.90 | $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
FWRD
RITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $631.2M | $1.5B | ||
| Q3 25 | $631.8M | $1.1B | ||
| Q2 25 | $618.8M | $1.2B | ||
| Q1 25 | $613.3M | $768.4M | ||
| Q4 24 | $632.8M | $2.1B | ||
| Q3 24 | $655.9M | $619.5M | ||
| Q2 24 | $643.7M | $1.2B |
净利润
FWRD
RITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $-28.3M | $85.0M | ||
| Q3 25 | $-16.3M | $221.5M | ||
| Q2 25 | $-12.6M | $311.7M | ||
| Q1 25 | $-50.6M | $78.8M | ||
| Q4 24 | $-36.4M | $290.2M | ||
| Q3 24 | $-73.4M | $121.7M | ||
| Q2 24 | $-645.4M | $235.6M |
营业利润率
FWRD
RITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | -0.5% | 13.8% | ||
| Q3 25 | 2.4% | 21.4% | ||
| Q2 25 | 3.2% | 25.2% | ||
| Q1 25 | 0.8% | 7.4% | ||
| Q4 24 | 12.0% | 23.8% | ||
| Q3 24 | 3.5% | 7.3% | ||
| Q2 24 | -170.2% | 23.6% |
净利率
FWRD
RITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | -4.5% | 5.7% | ||
| Q3 25 | -2.6% | 20.0% | ||
| Q2 25 | -2.0% | 25.6% | ||
| Q1 25 | -8.3% | 10.3% | ||
| Q4 24 | -5.8% | 14.0% | ||
| Q3 24 | -11.2% | 19.7% | ||
| Q2 24 | -100.3% | 19.2% |
每股收益(稀释后)
FWRD
RITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $-0.90 | $0.09 | ||
| Q3 25 | $-0.52 | $0.35 | ||
| Q2 25 | $-0.41 | $0.53 | ||
| Q1 25 | $-1.68 | $0.07 | ||
| Q4 24 | $-1.69 | $0.50 | ||
| Q3 24 | $-2.66 | $0.20 | ||
| Q2 24 | $-23.47 | $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 | $106.0M | — |
| 总债务越低越好 | $1.7B | — |
| 股东权益账面价值 | $113.3M | $9.1B |
| 总资产 | $2.7B | $53.4B |
| 负债/权益比越低杠杆越低 | 14.89× | — |
8季度趋势,按日历期对齐
现金及短期投资
FWRD
RITM
| Q1 26 | — | — | ||
| Q4 25 | $106.0M | $1.8B | ||
| Q3 25 | $140.4M | $1.6B | ||
| Q2 25 | $95.1M | $1.6B | ||
| Q1 25 | $116.3M | $1.5B | ||
| Q4 24 | $104.9M | $1.5B | ||
| Q3 24 | $136.6M | $1.6B | ||
| Q2 24 | $84.9M | $1.2B |
总债务
FWRD
RITM
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $35.4B | ||
| Q3 25 | $1.7B | $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
FWRD
RITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $113.3M | $8.4B | ||
| Q3 25 | $139.8M | $8.5B | ||
| Q2 25 | $151.8M | $7.9B | ||
| Q1 25 | $154.6M | $7.8B | ||
| Q4 24 | $201.7M | $7.8B | ||
| Q3 24 | $226.1M | $7.7B | ||
| Q2 24 | $283.8M | $7.3B |
总资产
FWRD
RITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $2.7B | $53.1B | ||
| Q3 25 | $2.8B | $47.2B | ||
| Q2 25 | $2.8B | $44.3B | ||
| Q1 25 | $2.8B | $45.3B | ||
| Q4 24 | $2.8B | $46.0B | ||
| Q3 24 | $3.1B | $42.3B | ||
| Q2 24 | $3.1B | $42.0B |
负债/权益比
FWRD
RITM
| Q1 26 | — | — | ||
| Q4 25 | 14.89× | 4.20× | ||
| Q3 25 | 12.05× | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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
FWRD
| Omni Logistics Segment | $359.8M | 57% |
| Network | $183.9M | 29% |
| Intermodal Segment | $50.2M | 8% |
| Truckload | $41.6M | 7% |
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% |