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GLOBUS MEDICAL INC（GMED）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GLOBUS MEDICAL INC的1.0倍（$828.2M vs $826.4M），GLOBUS MEDICAL INC净利率更高（17.0% vs 13.2%，领先3.8%），Rithm Capital Corp.同比增速更快（508.5% vs 25.7%），过去两年GLOBUS MEDICAL INC的营收复合增速更高（16.7% vs -17.9%）
Globus Medical是总部位于美国宾夕法尼亚州奥杜邦的上市骨科医疗器械企业，专注于相关产品的设计、研发与商业化，助力外科医生为肌肉骨骼系统疾病患者提供治疗方案，促进患者康复。
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。
GMED vs RITM — 直观对比
营收规模更大
RITM
是对方的1.0倍
$826.4M
营收增速更快
RITM
高出482.7%
25.7%
净利率更高
GMED
高出3.8%
13.2%
两年增速更快
GMED
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $826.4M | $828.2M |
| 净利润 | $140.6M | $109.5M |
| 毛利率 | 68.4% | — |
| 营业利润率 | 20.5% | 29.9% |
| 净利率 | 17.0% | 13.2% |
| 营收同比 | 25.7% | 508.5% |
| 净利润同比 | 430.4% | 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GMEDRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $826.4M | $1.5B | ||
| Q3 25 | $769.0M | $1.1B | ||
| Q2 25 | $745.3M | $1.2B | ||
| Q1 25 | $598.1M | $768.4M | ||
| Q4 24 | $657.3M | $2.1B | ||
| Q3 24 | $625.7M | $619.5M | ||
| Q2 24 | $629.7M | $1.2B |
净利润GMEDRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $140.6M | $85.0M | ||
| Q3 25 | $119.0M | $221.5M | ||
| Q2 25 | $202.8M | $311.7M | ||
| Q1 25 | $75.5M | $78.8M | ||
| Q4 24 | $26.5M | $290.2M | ||
| Q3 24 | $51.8M | $121.7M | ||
| Q2 24 | $31.8M | $235.6M |
毛利率GMEDRITM
| Q1 26 | — | — | ||
| Q4 25 | 68.4% | — | ||
| Q3 25 | 67.2% | — | ||
| Q2 25 | 66.6% | — | ||
| Q1 25 | 67.3% | — | ||
| Q4 24 | 59.9% | — | ||
| Q3 24 | 56.8% | — | ||
| Q2 24 | 58.7% | — |
营业利润率GMEDRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 20.5% | 13.8% | ||
| Q3 25 | 17.9% | 21.4% | ||
| Q2 25 | 10.2% | 25.2% | ||
| Q1 25 | 16.2% | 7.4% | ||
| Q4 24 | 9.2% | 23.8% | ||
| Q3 24 | 7.7% | 7.3% | ||
| Q2 24 | 7.9% | 23.6% |
净利率GMEDRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 17.0% | 5.7% | ||
| Q3 25 | 15.5% | 20.0% | ||
| Q2 25 | 27.2% | 25.6% | ||
| Q1 25 | 12.6% | 10.3% | ||
| Q4 24 | 4.0% | 14.0% | ||
| Q3 24 | 8.3% | 19.7% | ||
| Q2 24 | 5.0% | 19.2% |
每股收益（稀释后）GMEDRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $1.01 | $0.09 | ||
| Q3 25 | $0.88 | $0.35 | ||
| Q2 25 | $1.49 | $0.53 | ||
| Q1 25 | $0.54 | $0.07 | ||
| Q4 24 | $0.19 | $0.50 | ||
| Q3 24 | $0.38 | $0.20 | ||
| Q2 24 | $0.23 | $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 | $557.2M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.6B | $9.1B |
| 总资产 | $5.3B | $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GMEDRITM
| Q1 26 | — | — | ||
| Q4 25 | $557.2M | $1.8B | ||
| Q3 25 | $18.8M | $1.6B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $890.1M | $1.5B | ||
| Q3 24 | $71.9M | $1.6B | ||
| Q2 24 | $82.5M | $1.2B |
总债务GMEDRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $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GMEDRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $4.6B | $8.4B | ||
| Q3 25 | $4.4B | $8.5B | ||
| Q2 25 | $4.3B | $7.9B | ||
| Q1 25 | $4.1B | $7.8B | ||
| Q4 24 | $4.2B | $7.8B | ||
| Q3 24 | $4.1B | $7.7B | ||
| Q2 24 | $4.0B | $7.3B |
总资产GMEDRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $5.3B | $53.1B | ||
| Q3 25 | $5.1B | $47.2B | ||
| Q2 25 | $5.0B | $44.3B | ||
| Q1 25 | $4.7B | $45.3B | ||
| Q4 24 | $5.3B | $46.0B | ||
| Q3 24 | $5.1B | $42.3B | ||
| Q2 24 | $5.0B | $42.0B |
负债/权益比GMEDRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 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 | $248.6M | — |
| 自由现金流经营现金流 - 资本支出 | $202.4M | — |
| 自由现金流率自由现金流/营收 | 24.5% | — |
| 资本支出强度资本支出/营收 | 5.6% | — |
| 现金转化率经营现金流/净利润 | 1.77× | — |
| 过去12个月自由现金流最近4个季度 | $588.8M | — |
8季度趋势，按日历期对齐
经营现金流GMEDRITM
| Q1 26 | — | — | ||
| Q4 25 | $248.6M | $-114.6M | ||
| Q3 25 | $249.7M | $-2.0B | ||
| Q2 25 | $77.9M | $-557.1M | ||
| Q1 25 | $177.3M | $1.4B | ||
| Q4 24 | $210.3M | $-1.8B | ||
| Q3 24 | $203.7M | $768.1M | ||
| Q2 24 | $54.3M | $-55.7M |
自由现金流GMEDRITM
| Q1 26 | — | — | ||
| Q4 25 | $202.4M | — | ||
| Q3 25 | $213.9M | — | ||
| Q2 25 | $31.3M | — | ||
| Q1 25 | $141.2M | — | ||
| Q4 24 | $193.2M | — | ||
| Q3 24 | $161.7M | — | ||
| Q2 24 | $26.5M | — |
自由现金流率GMEDRITM
| Q1 26 | — | — | ||
| Q4 25 | 24.5% | — | ||
| Q3 25 | 27.8% | — | ||
| Q2 25 | 4.2% | — | ||
| Q1 25 | 23.6% | — | ||
| Q4 24 | 29.4% | — | ||
| Q3 24 | 25.8% | — | ||
| Q2 24 | 4.2% | — |
资本支出强度GMEDRITM
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | — | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | 6.2% | — | ||
| Q1 25 | 6.0% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 6.7% | — | ||
| Q2 24 | 4.4% | — |
现金转化率GMEDRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.77× | -1.35× | ||
| Q3 25 | 2.10× | -9.22× | ||
| Q2 25 | 0.38× | -1.79× | ||
| Q1 25 | 2.35× | 18.03× | ||
| Q4 24 | 7.94× | -6.04× | ||
| Q3 24 | 3.93× | 6.31× | ||
| Q2 24 | 1.71× | -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
GMED
| Other | $391.8M | 47% |
| Nevro Merger Agreement | $293.6M | 36% |
| Enabling Technologies | $141.0M | 17% |
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% |
