vs
简柏特（G）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
简柏特的季度营收约是Rithm Capital Corp.的1.6倍（$1.3B vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 10.8%，领先2.4%），简柏特同比增速更快（5.6% vs -40.0%），过去两年简柏特的营收复合增速更高（8.0% vs -17.9%）
简柏特是全球领先的信息技术服务、咨询及外包提供商，总部位于美国纽约，最初成立于印度古尔冈，法定注册地为百慕大。集团现有员工超12.5万名，服务覆盖全球30多个国家，于纽交所上市，2023年总营收达44.8亿美元。
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。
G vs RITM — 直观对比
营收规模更大
G
是对方的1.6倍
$828.2M
营收增速更快
G
高出45.6%
-40.0%
净利率更高
RITM
高出2.4%
10.8%
两年增速更快
G
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $828.2M |
| 净利润 | $143.1M | $109.5M |
| 毛利率 | 36.6% | — |
| 营业利润率 | 14.8% | — |
| 净利率 | 10.8% | 13.2% |
| 营收同比 | 5.6% | -40.0% |
| 净利润同比 | 0.8% | 20.9% |
| 每股收益（稀释后） | $0.82 | $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GRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.2B | $768.4M | ||
| Q4 24 | $1.2B | $2.1B | ||
| Q3 24 | $1.2B | $619.5M | ||
| Q2 24 | $1.2B | $1.2B |
净利润GRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $143.1M | $85.0M | ||
| Q3 25 | $145.8M | $221.5M | ||
| Q2 25 | $132.7M | $311.7M | ||
| Q1 25 | $130.9M | $78.8M | ||
| Q4 24 | $141.9M | $290.2M | ||
| Q3 24 | $132.8M | $121.7M | ||
| Q2 24 | $122.0M | $235.6M |
毛利率GRITM
| Q1 26 | — | — | ||
| Q4 25 | 36.6% | — | ||
| Q3 25 | 36.4% | — | ||
| Q2 25 | 35.9% | — | ||
| Q1 25 | 35.3% | — | ||
| Q4 24 | 35.7% | — | ||
| Q3 24 | 35.6% | — | ||
| Q2 24 | 35.4% | — |
营业利润率GRITM
| Q1 26 | — | — | ||
| Q4 25 | 14.8% | 13.8% | ||
| Q3 25 | 14.8% | 21.4% | ||
| Q2 25 | 14.3% | 25.2% | ||
| Q1 25 | 15.1% | 7.4% | ||
| Q4 24 | 15.2% | 23.8% | ||
| Q3 24 | 15.0% | 7.3% | ||
| Q2 24 | 14.5% | 23.6% |
净利率GRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 10.8% | 5.7% | ||
| Q3 25 | 11.3% | 20.0% | ||
| Q2 25 | 10.6% | 25.6% | ||
| Q1 25 | 10.8% | 10.3% | ||
| Q4 24 | 11.4% | 14.0% | ||
| Q3 24 | 11.0% | 19.7% | ||
| Q2 24 | 10.4% | 19.2% |
每股收益（稀释后）GRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.82 | $0.09 | ||
| Q3 25 | $0.83 | $0.35 | ||
| Q2 25 | $0.75 | $0.53 | ||
| Q1 25 | $0.73 | $0.07 | ||
| Q4 24 | $0.80 | $0.50 | ||
| Q3 24 | $0.74 | $0.20 | ||
| Q2 24 | $0.67 | $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 | $1.5B | — |
| 股东权益账面价值 | $2.5B | $9.1B |
| 总资产 | $5.8B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.60× | — |
8季度趋势，按日历期对齐
现金及短期投资GRITM
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $1.8B | ||
| Q3 25 | $740.8M | $1.6B | ||
| Q2 25 | $663.3M | $1.6B | ||
| Q1 25 | $561.6M | $1.5B | ||
| Q4 24 | $671.6M | $1.5B | ||
| Q3 24 | $1.0B | $1.6B | ||
| Q2 24 | $914.2M | $1.2B |
总债务GRITM
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $35.4B | ||
| Q3 25 | $1.2B | $32.2B | ||
| Q2 25 | $1.2B | $31.2B | ||
| Q1 25 | $1.2B | $32.2B | ||
| Q4 24 | $1.2B | $32.6B | ||
| Q3 24 | $1.6B | $29.6B | ||
| Q2 24 | $1.6B | $30.1B |
股东权益GRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $2.5B | $8.4B | ||
| Q3 25 | $2.5B | $8.5B | ||
| Q2 25 | $2.6B | $7.9B | ||
| Q1 25 | $2.5B | $7.8B | ||
| Q4 24 | $2.4B | $7.8B | ||
| Q3 24 | $2.4B | $7.7B | ||
| Q2 24 | $2.3B | $7.3B |
总资产GRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $5.8B | $53.1B | ||
| Q3 25 | $5.4B | $47.2B | ||
| Q2 25 | $5.3B | $44.3B | ||
| Q1 25 | $4.9B | $45.3B | ||
| Q4 24 | $5.0B | $46.0B | ||
| Q3 24 | $5.3B | $42.3B | ||
| Q2 24 | $5.2B | $42.0B |
负债/权益比GRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.60× | 4.20× | ||
| Q3 25 | 0.47× | 3.79× | ||
| Q2 25 | 0.47× | 3.92× | ||
| Q1 25 | 0.50× | 4.14× | ||
| Q4 24 | 0.51× | 4.18× | ||
| Q3 24 | 0.68× | 3.87× | ||
| Q2 24 | 0.70× | 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 | $286.7M | — |
| 自由现金流经营现金流 - 资本支出 | $269.0M | — |
| 自由现金流率自由现金流/营收 | 20.4% | — |
| 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 | 2.00× | — |
| 过去12个月自由现金流最近4个季度 | $734.7M | — |
8季度趋势，按日历期对齐
经营现金流GRITM
| Q1 26 | — | — | ||
| Q4 25 | $286.7M | $-114.6M | ||
| Q3 25 | $308.4M | $-2.0B | ||
| Q2 25 | $177.4M | $-557.1M | ||
| Q1 25 | $40.4M | $1.4B | ||
| Q4 24 | $203.2M | $-1.8B | ||
| Q3 24 | $228.5M | $768.1M | ||
| Q2 24 | $209.3M | $-55.7M |
自由现金流GRITM
| Q1 26 | — | — | ||
| Q4 25 | $269.0M | — | ||
| Q3 25 | $292.0M | — | ||
| Q2 25 | $155.1M | — | ||
| Q1 25 | $18.5M | — | ||
| Q4 24 | $183.5M | — | ||
| Q3 24 | $208.7M | — | ||
| Q2 24 | $190.0M | — |
自由现金流率GRITM
| Q1 26 | — | — | ||
| Q4 25 | 20.4% | — | ||
| Q3 25 | 22.6% | — | ||
| Q2 25 | 12.4% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 14.7% | — | ||
| Q3 24 | 17.2% | — | ||
| Q2 24 | 16.2% | — |
资本支出强度GRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.8% | — | ||
| Q4 24 | 1.6% | — | ||
| Q3 24 | 1.6% | — | ||
| Q2 24 | 1.6% | — |
现金转化率GRITM
| Q1 26 | — | — | ||
| Q4 25 | 2.00× | -1.35× | ||
| Q3 25 | 2.11× | -9.22× | ||
| Q2 25 | 1.34× | -1.79× | ||
| Q1 25 | 0.31× | 18.03× | ||
| Q4 24 | 1.43× | -6.04× | ||
| Q3 24 | 1.72× | 6.31× | ||
| Q2 24 | 1.72× | -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
G
| High Tech And Manufacturing | $525.3M | 40% |
| Consumer And Healthcare | $445.8M | 34% |
| Financial Services | $348.2M | 26% |
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% |
