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GATX CORP（GATX）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GATX CORP的1.8倍（$828.2M vs $449.0M），GATX CORP净利率更高（21.6% vs 13.2%，领先8.4%），Rithm Capital Corp.同比增速更快（508.5% vs 8.6%），过去两年GATX CORP的营收复合增速更高（8.7% vs -17.9%）
GATX公司总部位于美国伊利诺伊州芝加哥，是全球知名的轨道车辆租赁服务商，业务覆盖北美、欧洲、亚洲，旗下拥有近15万辆轨道车辆，涵盖罐车、货运车厢、机车等品类。此外，公司与罗尔斯·罗伊斯合资持有规模领先的飞机备用发动机租赁资产组合，主要服务石油等行业客户。
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。
GATX vs RITM — 直观对比
营收规模更大
RITM
是对方的1.8倍
$449.0M
营收增速更快
RITM
高出499.9%
8.6%
净利率更高
GATX
高出8.4%
13.2%
两年增速更快
GATX
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $449.0M | $828.2M |
| 净利润 | $97.0M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | 15.6% | 29.9% |
| 净利率 | 21.6% | 13.2% |
| 营收同比 | 8.6% | 508.5% |
| 净利润同比 | 26.8% | 27.7% |
| 每股收益（稀释后） | $2.66 | $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GATXRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $449.0M | $1.5B | ||
| Q3 25 | $439.3M | $1.1B | ||
| Q2 25 | $430.5M | $1.2B | ||
| Q1 25 | $421.6M | $768.4M | ||
| Q4 24 | $413.5M | $2.1B | ||
| Q3 24 | $405.4M | $619.5M | ||
| Q2 24 | $386.7M | $1.2B |
净利润GATXRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $97.0M | $85.0M | ||
| Q3 25 | $82.2M | $221.5M | ||
| Q2 25 | $75.5M | $311.7M | ||
| Q1 25 | $78.6M | $78.8M | ||
| Q4 24 | $76.5M | $290.2M | ||
| Q3 24 | $89.0M | $121.7M | ||
| Q2 24 | $44.4M | $235.6M |
营业利润率GATXRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 15.6% | 13.8% | ||
| Q3 25 | 13.3% | 21.4% | ||
| Q2 25 | 18.7% | 25.2% | ||
| Q1 25 | 16.6% | 7.4% | ||
| Q4 24 | 14.6% | 23.8% | ||
| Q3 24 | 21.1% | 7.3% | ||
| Q2 24 | 10.9% | 23.6% |
净利率GATXRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 21.6% | 5.7% | ||
| Q3 25 | 18.7% | 20.0% | ||
| Q2 25 | 17.5% | 25.6% | ||
| Q1 25 | 18.6% | 10.3% | ||
| Q4 24 | 18.5% | 14.0% | ||
| Q3 24 | 22.0% | 19.7% | ||
| Q2 24 | 11.5% | 19.2% |
每股收益（稀释后）GATXRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $2.66 | $0.09 | ||
| Q3 25 | $2.25 | $0.35 | ||
| Q2 25 | $2.06 | $0.53 | ||
| Q1 25 | $2.15 | $0.07 | ||
| Q4 24 | $2.11 | $0.50 | ||
| Q3 24 | $2.43 | $0.20 | ||
| Q2 24 | $1.21 | $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 | $743.0M | — |
| 总债务越低越好 | $12.5B | — |
| 股东权益账面价值 | $2.8B | $9.1B |
| 总资产 | $18.0B | $53.4B |
| 负债/权益比越低杠杆越低 | 4.55× | — |
8季度趋势，按日历期对齐
现金及短期投资GATXRITM
| Q1 26 | — | — | ||
| Q4 25 | $743.0M | $1.8B | ||
| Q3 25 | $696.1M | $1.6B | ||
| Q2 25 | $754.6M | $1.6B | ||
| Q1 25 | $757.2M | $1.5B | ||
| Q4 24 | $401.6M | $1.5B | ||
| Q3 24 | $503.7M | $1.6B | ||
| Q2 24 | $823.6M | $1.2B |
总债务GATXRITM
| Q1 26 | — | — | ||
| Q4 25 | $12.5B | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | $8.3B | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益GATXRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $2.8B | $8.4B | ||
| Q3 25 | $2.7B | $8.5B | ||
| Q2 25 | $2.7B | $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GATXRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $18.0B | $53.1B | ||
| Q3 25 | $13.3B | $47.2B | ||
| Q2 25 | $13.2B | $44.3B | ||
| Q1 25 | $13.0B | $45.3B | ||
| Q4 24 | $12.3B | $46.0B | ||
| Q3 24 | $12.4B | $42.3B | ||
| Q2 24 | $12.2B | $42.0B |
负债/权益比GATXRITM
| Q1 26 | — | — | ||
| Q4 25 | 4.55× | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | 3.39× | 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 | $144.3M | — |
| 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 | 1.49× | — |
| 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GATXRITM
| Q1 26 | — | — | ||
| Q4 25 | $144.3M | $-114.6M | ||
| Q3 25 | $218.3M | $-2.0B | ||
| Q2 25 | $161.3M | $-557.1M | ||
| Q1 25 | $124.2M | $1.4B | ||
| Q4 24 | $206.0M | $-1.8B | ||
| Q3 24 | $160.2M | $768.1M | ||
| Q2 24 | $138.3M | $-55.7M |
现金转化率GATXRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.49× | -1.35× | ||
| Q3 25 | 2.66× | -9.22× | ||
| Q2 25 | 2.14× | -1.79× | ||
| Q1 25 | 1.58× | 18.03× | ||
| Q4 24 | 2.69× | -6.04× | ||
| Q3 24 | 1.80× | 6.31× | ||
| Q2 24 | 3.11× | -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
GATX
| Rail North America | $300.9M | 67% |
| Rail International | $104.1M | 23% |
| Other | $33.8M | 8% |
| Other Business Segments | $10.2M | 2% |
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% |
