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高途(GOTU)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.的季度营收约是高途的1.1倍($828.2M vs $767.1M),过去两年高途的营收复合增速更高(141.9% vs -17.9%)
高途教育是中国一家教育科技企业,成立于2014年,核心业务包括K12阶段学生的在线辅导,同时也面向成人开设外语学习与职业培训类课程,跟谁学是其旗下核心在线教育平台。
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。
GOTU vs RITM — 直观对比
营收规模更大
RITM
是对方的1.1倍
$767.1M
两年增速更快
GOTU
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $767.1M | $828.2M |
| 净利润 | — | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | — | 29.9% |
| 净利率 | — | 13.2% |
| 营收同比 | — | 508.5% |
| 净利润同比 | — | 27.7% |
| 每股收益(稀释后) | — | $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
GOTU
RITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $767.1M | $1.5B | ||
| Q3 25 | $221.8M | $1.1B | ||
| Q2 25 | $194.0M | $1.2B | ||
| Q1 25 | $205.7M | $768.4M | ||
| Q4 24 | $318.7M | $2.1B | ||
| Q3 24 | $172.2M | $619.5M | ||
| Q2 24 | $139.0M | $1.2B |
净利润
GOTU
RITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | — | $85.0M | ||
| Q3 25 | $-20.7M | $221.5M | ||
| Q2 25 | $-30.2M | $311.7M | ||
| Q1 25 | — | $78.8M | ||
| Q4 24 | — | $290.2M | ||
| Q3 24 | — | $121.7M | ||
| Q2 24 | $-59.1M | $235.6M |
毛利率
GOTU
RITM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 66.1% | — | ||
| Q2 25 | 66.0% | — | ||
| Q1 25 | 69.7% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 64.4% | — | ||
| Q2 24 | 69.0% | — |
营业利润率
GOTU
RITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | — | 13.8% | ||
| Q3 25 | -11.3% | 21.4% | ||
| Q2 25 | -17.4% | 25.2% | ||
| Q1 25 | — | 7.4% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 7.3% | ||
| Q2 24 | -46.0% | 23.6% |
净利率
GOTU
RITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | — | 5.7% | ||
| Q3 25 | -9.3% | 20.0% | ||
| Q2 25 | -15.5% | 25.6% | ||
| Q1 25 | — | 10.3% | ||
| Q4 24 | — | 14.0% | ||
| Q3 24 | — | 19.7% | ||
| Q2 24 | -42.5% | 19.2% |
每股收益(稀释后)
GOTU
RITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | — | $0.09 | ||
| Q3 25 | — | $0.35 | ||
| Q2 25 | — | $0.53 | ||
| Q1 25 | — | $0.07 | ||
| Q4 24 | — | $0.50 | ||
| Q3 24 | — | $0.20 | ||
| Q2 24 | — | $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 | $596.2M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $9.1B |
| 总资产 | $6.2B | $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
GOTU
RITM
| Q1 26 | — | — | ||
| Q4 25 | $596.2M | $1.8B | ||
| Q3 25 | $318.7M | $1.6B | ||
| Q2 25 | $814.4M | $1.6B | ||
| Q1 25 | $1.0B | $1.5B | ||
| Q4 24 | $433.8M | $1.5B | ||
| Q3 24 | $855.8M | $1.6B | ||
| Q2 24 | $1.4B | $1.2B |
总债务
GOTU
RITM
| 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
GOTU
RITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $1.3B | $8.4B | ||
| Q3 25 | $1.4B | $8.5B | ||
| Q2 25 | $1.6B | $7.9B | ||
| Q1 25 | $1.9B | $7.8B | ||
| Q4 24 | $264.9M | $7.8B | ||
| Q3 24 | $2.1B | $7.7B | ||
| Q2 24 | $2.7B | $7.3B |
总资产
GOTU
RITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $6.2B | $53.1B | ||
| Q3 25 | $5.1B | $47.2B | ||
| Q2 25 | $5.9B | $44.3B | ||
| Q1 25 | $5.2B | $45.3B | ||
| Q4 24 | $798.4M | $46.0B | ||
| Q3 24 | $5.2B | $42.3B | ||
| Q2 24 | $5.8B | $42.0B |
负债/权益比
GOTU
RITM
| 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× |
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
GOTU
暂无分部数据
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% |