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GRIFFON CORP(GFF)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GRIFFON CORP的1.3倍($828.2M vs $649.1M),Rithm Capital Corp.净利率更高(13.2% vs 9.9%,领先3.3%),Rithm Capital Corp.同比增速更快(508.5% vs 2.6%),过去两年GRIFFON CORP的营收复合增速更高(-1.8% vs -17.9%)
格里芬公司是总部位于纽约的跨国多元化控股集团,业务覆盖多领域运营,旗下拥有Ames True Temper、ClosetMaid、Clopay建筑产品和CornellCookson四大子公司。该公司1961年起在纽交所公开上市,是标普小盘600指数、标普1500综合指数及罗素2000指数的成分股。
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。
GFF vs RITM — 直观对比
营收规模更大
RITM
是对方的1.3倍
$649.1M
营收增速更快
RITM
高出505.8%
2.6%
净利率更高
RITM
高出3.3%
9.9%
两年增速更快
GFF
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $649.1M | $828.2M |
| 净利润 | $64.4M | $109.5M |
| 毛利率 | 41.1% | — |
| 营业利润率 | 17.5% | 29.9% |
| 净利率 | 9.9% | 13.2% |
| 营收同比 | 2.6% | 508.5% |
| 净利润同比 | -9.1% | 27.7% |
| 每股收益(稀释后) | $1.41 | $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
GFF
RITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $649.1M | $1.5B | ||
| Q3 25 | $662.2M | $1.1B | ||
| Q2 25 | $613.6M | $1.2B | ||
| Q1 25 | $611.7M | $768.4M | ||
| Q4 24 | $632.4M | $2.1B | ||
| Q3 24 | $659.7M | $619.5M | ||
| Q2 24 | $647.8M | $1.2B |
净利润
GFF
RITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $64.4M | $85.0M | ||
| Q3 25 | $43.6M | $221.5M | ||
| Q2 25 | $-120.1M | $311.7M | ||
| Q1 25 | $56.8M | $78.8M | ||
| Q4 24 | $70.9M | $290.2M | ||
| Q3 24 | $62.5M | $121.7M | ||
| Q2 24 | $41.1M | $235.6M |
毛利率
GFF
RITM
| Q1 26 | — | — | ||
| Q4 25 | 41.1% | — | ||
| Q3 25 | 41.7% | — | ||
| Q2 25 | 43.2% | — | ||
| Q1 25 | 41.2% | — | ||
| Q4 24 | 41.8% | — | ||
| Q3 24 | 39.9% | — | ||
| Q2 24 | 38.5% | — |
营业利润率
GFF
RITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 17.5% | 13.8% | ||
| Q3 25 | 18.0% | 21.4% | ||
| Q2 25 | -20.5% | 25.2% | ||
| Q1 25 | 16.5% | 7.4% | ||
| Q4 24 | 17.7% | 23.8% | ||
| Q3 24 | 16.9% | 7.3% | ||
| Q2 24 | 13.8% | 23.6% |
净利率
GFF
RITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 9.9% | 5.7% | ||
| Q3 25 | 6.6% | 20.0% | ||
| Q2 25 | -19.6% | 25.6% | ||
| Q1 25 | 9.3% | 10.3% | ||
| Q4 24 | 11.2% | 14.0% | ||
| Q3 24 | 9.5% | 19.7% | ||
| Q2 24 | 6.3% | 19.2% |
每股收益(稀释后)
GFF
RITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $1.41 | $0.09 | ||
| Q3 25 | $1.04 | $0.35 | ||
| Q2 25 | $-2.65 | $0.53 | ||
| Q1 25 | $1.21 | $0.07 | ||
| Q4 24 | $1.49 | $0.50 | ||
| Q3 24 | $1.29 | $0.20 | ||
| Q2 24 | $0.84 | $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 | $95.3M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $108.9M | $9.1B |
| 总资产 | $2.1B | $53.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
GFF
RITM
| Q1 26 | — | — | ||
| Q4 25 | $95.3M | $1.8B | ||
| Q3 25 | $99.0M | $1.6B | ||
| Q2 25 | $107.3M | $1.6B | ||
| Q1 25 | $127.8M | $1.5B | ||
| Q4 24 | $152.0M | $1.5B | ||
| Q3 24 | $114.4M | $1.6B | ||
| Q2 24 | $133.5M | $1.2B |
总债务
GFF
RITM
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | $1.5B | $31.2B | ||
| Q1 25 | $1.5B | $32.2B | ||
| Q4 24 | $1.5B | $32.6B | ||
| Q3 24 | $1.5B | $29.6B | ||
| Q2 24 | $1.5B | $30.1B |
股东权益
GFF
RITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $108.9M | $8.4B | ||
| Q3 25 | $74.0M | $8.5B | ||
| Q2 25 | $63.9M | $7.9B | ||
| Q1 25 | $214.7M | $7.8B | ||
| Q4 24 | $227.8M | $7.8B | ||
| Q3 24 | $224.9M | $7.7B | ||
| Q2 24 | $223.5M | $7.3B |
总资产
GFF
RITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $2.1B | $53.1B | ||
| Q3 25 | $2.1B | $47.2B | ||
| Q2 25 | $2.1B | $44.3B | ||
| Q1 25 | $2.3B | $45.3B | ||
| Q4 24 | $2.3B | $46.0B | ||
| Q3 24 | $2.4B | $42.3B | ||
| Q2 24 | $2.4B | $42.0B |
负债/权益比
GFF
RITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | 22.71× | 3.92× | ||
| Q1 25 | 7.16× | 4.14× | ||
| Q4 24 | 6.48× | 4.18× | ||
| Q3 24 | 6.78× | 3.87× | ||
| Q2 24 | 6.74× | 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 | $107.0M | — |
| 自由现金流经营现金流 - 资本支出 | $99.3M | — |
| 自由现金流率自由现金流/营收 | 15.3% | — |
| 资本支出强度资本支出/营收 | 1.2% | — |
| 现金转化率经营现金流/净利润 | 1.66× | — |
| 过去12个月自由现金流最近4个季度 | $278.9M | — |
8季度趋势,按日历期对齐
经营现金流
GFF
RITM
| Q1 26 | — | — | ||
| Q4 25 | $107.0M | $-114.6M | ||
| Q3 25 | $75.0M | $-2.0B | ||
| Q2 25 | $123.1M | $-557.1M | ||
| Q1 25 | $16.5M | $1.4B | ||
| Q4 24 | $142.9M | $-1.8B | ||
| Q3 24 | $72.1M | $768.1M | ||
| Q2 24 | $122.1M | $-55.7M |
自由现金流
GFF
RITM
| Q1 26 | — | — | ||
| Q4 25 | $99.3M | — | ||
| Q3 25 | $62.4M | — | ||
| Q2 25 | $114.4M | — | ||
| Q1 25 | $2.8M | — | ||
| Q4 24 | $125.5M | — | ||
| Q3 24 | $51.6M | — | ||
| Q2 24 | $107.5M | — |
自由现金流率
GFF
RITM
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | — | ||
| Q3 25 | 9.4% | — | ||
| Q2 25 | 18.6% | — | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 7.8% | — | ||
| Q2 24 | 16.6% | — |
资本支出强度
GFF
RITM
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 1.4% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 2.8% | — | ||
| Q3 24 | 3.1% | — | ||
| Q2 24 | 2.2% | — |
现金转化率
GFF
RITM
| Q1 26 | — | — | ||
| Q4 25 | 1.66× | -1.35× | ||
| Q3 25 | 1.72× | -9.22× | ||
| Q2 25 | — | -1.79× | ||
| Q1 25 | 0.29× | 18.03× | ||
| Q4 24 | 2.02× | -6.04× | ||
| Q3 24 | 1.15× | 6.31× | ||
| Q2 24 | 2.97× | -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
GFF
| Consumer And Professional Products | $241.1M | 37% |
| Residential Repairand Remodel | $202.1M | 31% |
| International Excluding North America | $97.8M | 15% |
| Retail | $47.3M | 7% |
| Residential New Construction | $32.5M | 5% |
| Other | $14.2M | 2% |
| Industrial | $14.1M | 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% |