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孩之宝（HAS）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
孩之宝的季度营收约是Rithm Capital Corp.的1.7倍（$1.4B vs $828.2M），孩之宝净利率更高（13.9% vs 13.2%，领先0.7%），Rithm Capital Corp.同比增速更快（508.5% vs 31.3%），过去两年孩之宝的营收复合增速更高（38.2% vs -17.9%）
孩之宝是1923年12月6日成立的美国跨国玩具制造与娱乐控股企业，总部位于罗德岛州波塔基特。旗下拥有Kenner、米尔顿·布拉德利、派克兄弟、威世智等知名品牌，持有大量热门IP商标权，业务覆盖玩具生产、游戏开发、娱乐内容出品等多个领域。
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。
HAS vs RITM — 直观对比
营收规模更大
HAS
是对方的1.7倍
$828.2M
营收增速更快
RITM
高出477.2%
31.3%
净利率更高
HAS
高出0.7%
13.2%
两年增速更快
HAS
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $828.2M |
| 净利润 | $201.6M | $109.5M |
| 毛利率 | 68.7% | — |
| 营业利润率 | 20.6% | 29.9% |
| 净利率 | 13.9% | 13.2% |
| 营收同比 | 31.3% | 508.5% |
| 净利润同比 | 687.8% | 27.7% |
| 每股收益（稀释后） | $1.46 | $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HASRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $980.8M | $1.2B | ||
| Q1 25 | $887.1M | $768.4M | ||
| Q4 24 | $1.1B | $2.1B | ||
| Q3 24 | $1.3B | $619.5M | ||
| Q2 24 | $995.3M | $1.2B |
净利润HASRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $201.6M | $85.0M | ||
| Q3 25 | $233.2M | $221.5M | ||
| Q2 25 | $-855.8M | $311.7M | ||
| Q1 25 | $98.6M | $78.8M | ||
| Q4 24 | $-34.3M | $290.2M | ||
| Q3 24 | $223.2M | $121.7M | ||
| Q2 24 | $138.5M | $235.6M |
毛利率HASRITM
| Q1 26 | — | — | ||
| Q4 25 | 68.7% | — | ||
| Q3 25 | 70.1% | — | ||
| Q2 25 | 77.0% | — | ||
| Q1 25 | 76.9% | — | ||
| Q4 24 | 67.4% | — | ||
| Q3 24 | 70.4% | — | ||
| Q2 24 | 76.1% | — |
营业利润率HASRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 20.6% | 13.8% | ||
| Q3 25 | 24.6% | 21.4% | ||
| Q2 25 | -81.4% | 25.2% | ||
| Q1 25 | 19.2% | 7.4% | ||
| Q4 24 | 5.4% | 23.8% | ||
| Q3 24 | 23.6% | 7.3% | ||
| Q2 24 | 21.3% | 23.6% |
净利率HASRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 13.9% | 5.7% | ||
| Q3 25 | 16.8% | 20.0% | ||
| Q2 25 | -87.3% | 25.6% | ||
| Q1 25 | 11.1% | 10.3% | ||
| Q4 24 | -3.1% | 14.0% | ||
| Q3 24 | 17.4% | 19.7% | ||
| Q2 24 | 13.9% | 19.2% |
每股收益（稀释后）HASRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $1.46 | $0.09 | ||
| Q3 25 | $1.64 | $0.35 | ||
| Q2 25 | $-6.10 | $0.53 | ||
| Q1 25 | $0.70 | $0.07 | ||
| Q4 24 | $-0.25 | $0.50 | ||
| Q3 24 | $1.59 | $0.20 | ||
| Q2 24 | $0.99 | $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 | — | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $565.5M | $9.1B |
| 总资产 | $5.6B | $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HASRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.2B |
总债务HASRITM
| 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HASRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $565.5M | $8.4B | ||
| Q3 25 | $433.8M | $8.5B | ||
| Q2 25 | $269.7M | $7.9B | ||
| Q1 25 | $1.2B | $7.8B | ||
| Q4 24 | $1.2B | $7.8B | ||
| Q3 24 | $1.3B | $7.7B | ||
| Q2 24 | $1.2B | $7.3B |
总资产HASRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $5.6B | $53.1B | ||
| Q3 25 | $5.5B | $47.2B | ||
| Q2 25 | $5.2B | $44.3B | ||
| Q1 25 | $6.0B | $45.3B | ||
| Q4 24 | $6.3B | $46.0B | ||
| Q3 24 | $7.2B | $42.3B | ||
| Q2 24 | $6.9B | $42.0B |
负债/权益比HASRITM
| 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 | $403.2M | — |
| 自由现金流经营现金流 - 资本支出 | $389.5M | — |
| 自由现金流率自由现金流/营收 | 26.9% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 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 | $829.9M | — |
8季度趋势，按日历期对齐
经营现金流HASRITM
| Q1 26 | — | — | ||
| Q4 25 | $403.2M | $-114.6M | ||
| Q3 25 | $280.6M | $-2.0B | ||
| Q2 25 | $71.3M | $-557.1M | ||
| Q1 25 | $138.1M | $1.4B | ||
| Q4 24 | $259.8M | $-1.8B | ||
| Q3 24 | $222.5M | $768.1M | ||
| Q2 24 | $187.3M | $-55.7M |
自由现金流HASRITM
| Q1 26 | — | — | ||
| Q4 25 | $389.5M | — | ||
| Q3 25 | $260.9M | — | ||
| Q2 25 | $55.2M | — | ||
| Q1 25 | $124.3M | — | ||
| Q4 24 | $200.8M | — | ||
| Q3 24 | $174.0M | — | ||
| Q2 24 | $135.4M | — |
自由现金流率HASRITM
| Q1 26 | — | — | ||
| Q4 25 | 26.9% | — | ||
| Q3 25 | 18.8% | — | ||
| Q2 25 | 5.6% | — | ||
| Q1 25 | 14.0% | — | ||
| Q4 24 | 18.2% | — | ||
| Q3 24 | 13.6% | — | ||
| Q2 24 | 13.6% | — |
资本支出强度HASRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 5.4% | — | ||
| Q3 24 | 3.8% | — | ||
| Q2 24 | 5.2% | — |
现金转化率HASRITM
| Q1 26 | — | — | ||
| Q4 25 | 2.00× | -1.35× | ||
| Q3 25 | 1.20× | -9.22× | ||
| Q2 25 | — | -1.79× | ||
| Q1 25 | 1.40× | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | 1.00× | 6.31× | ||
| Q2 24 | 1.35× | -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
HAS
| Grow Brands | $1.1B | 75% |
| Optimize Brands | $188.7M | 13% |
| Digital And Licensing Gaming | $135.7M | 9% |
| Class Of Principal Product Family Brands | $13.1M | 1% |
| Filmand TV | $2.4M | 0% |
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% |
