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Hims & Hers Health, Inc.（HIMS）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Hims & Hers Health, Inc.的1.3倍（$828.2M vs $617.8M），Rithm Capital Corp.净利率更高（13.2% vs 3.3%，领先9.9%），Rithm Capital Corp.同比增速更快（508.5% vs 28.4%），过去两年Hims & Hers Health, Inc.的营收复合增速更高（49.0% vs -17.9%）
Hims & Hers Health, Inc.是2017年成立的美国远程医疗企业，面向消费者提供处方药品、非处方药物以及各类个人护理产品，依托线上服务模式为用户打造便捷的健康消费渠道，覆盖日常医疗、个护等多场景需求。
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。
HIMS vs RITM — 直观对比
营收规模更大
RITM
是对方的1.3倍
$617.8M
营收增速更快
RITM
高出480.1%
28.4%
净利率更高
RITM
高出9.9%
3.3%
两年增速更快
HIMS
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $617.8M | $828.2M |
| 净利润 | $20.6M | $109.5M |
| 毛利率 | 71.9% | — |
| 营业利润率 | 1.5% | 29.9% |
| 净利率 | 3.3% | 13.2% |
| 营收同比 | 28.4% | 508.5% |
| 净利润同比 | -20.8% | 27.7% |
| 每股收益（稀释后） | $0.08 | $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HIMSRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $617.8M | $1.5B | ||
| Q3 25 | $599.0M | $1.1B | ||
| Q2 25 | $544.8M | $1.2B | ||
| Q1 25 | $586.0M | $768.4M | ||
| Q4 24 | $481.1M | $2.1B | ||
| Q3 24 | $401.6M | $619.5M | ||
| Q2 24 | $315.6M | $1.2B |
净利润HIMSRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $20.6M | $85.0M | ||
| Q3 25 | $15.8M | $221.5M | ||
| Q2 25 | $42.5M | $311.7M | ||
| Q1 25 | $49.5M | $78.8M | ||
| Q4 24 | $26.0M | $290.2M | ||
| Q3 24 | $75.6M | $121.7M | ||
| Q2 24 | $13.3M | $235.6M |
毛利率HIMSRITM
| Q1 26 | — | — | ||
| Q4 25 | 71.9% | — | ||
| Q3 25 | 73.8% | — | ||
| Q2 25 | 76.4% | — | ||
| Q1 25 | 73.5% | — | ||
| Q4 24 | 76.8% | — | ||
| Q3 24 | 79.2% | — | ||
| Q2 24 | 81.3% | — |
营业利润率HIMSRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 1.5% | 13.8% | ||
| Q3 25 | 2.0% | 21.4% | ||
| Q2 25 | 4.9% | 25.2% | ||
| Q1 25 | 9.9% | 7.4% | ||
| Q4 24 | 3.9% | 23.8% | ||
| Q3 24 | 5.6% | 7.3% | ||
| Q2 24 | 3.5% | 23.6% |
净利率HIMSRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 3.3% | 5.7% | ||
| Q3 25 | 2.6% | 20.0% | ||
| Q2 25 | 7.8% | 25.6% | ||
| Q1 25 | 8.4% | 10.3% | ||
| Q4 24 | 5.4% | 14.0% | ||
| Q3 24 | 18.8% | 19.7% | ||
| Q2 24 | 4.2% | 19.2% |
每股收益（稀释后）HIMSRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.08 | $0.09 | ||
| Q3 25 | $0.06 | $0.35 | ||
| Q2 25 | $0.17 | $0.53 | ||
| Q1 25 | $0.20 | $0.07 | ||
| Q4 24 | $0.10 | $0.50 | ||
| Q3 24 | $0.32 | $0.20 | ||
| Q2 24 | $0.06 | $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 | $228.6M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $540.9M | $9.1B |
| 总资产 | $2.2B | $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HIMSRITM
| Q1 26 | — | — | ||
| Q4 25 | $228.6M | $1.8B | ||
| Q3 25 | $345.8M | $1.6B | ||
| Q2 25 | $1.1B | $1.6B | ||
| Q1 25 | $273.7M | $1.5B | ||
| Q4 24 | $220.6M | $1.5B | ||
| Q3 24 | $165.5M | $1.6B | ||
| Q2 24 | $129.3M | $1.2B |
总债务HIMSRITM
| 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HIMSRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $540.9M | $8.4B | ||
| Q3 25 | $581.0M | $8.5B | ||
| Q2 25 | $562.7M | $7.9B | ||
| Q1 25 | $549.3M | $7.8B | ||
| Q4 24 | $476.7M | $7.8B | ||
| Q3 24 | $440.1M | $7.7B | ||
| Q2 24 | $362.0M | $7.3B |
总资产HIMSRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $2.2B | $53.1B | ||
| Q3 25 | $2.2B | $47.2B | ||
| Q2 25 | $1.9B | $44.3B | ||
| Q1 25 | $891.7M | $45.3B | ||
| Q4 24 | $707.5M | $46.0B | ||
| Q3 24 | $602.3M | $42.3B | ||
| Q2 24 | $480.5M | $42.0B |
负债/权益比HIMSRITM
| 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 | $61.3M | — |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | — |
| 自由现金流率自由现金流/营收 | -0.4% | — |
| 资本支出强度资本支出/营收 | 10.3% | — |
| 现金转化率经营现金流/净利润 | 2.98× | — |
| 过去12个月自由现金流最近4个季度 | $57.4M | — |
8季度趋势，按日历期对齐
经营现金流HIMSRITM
| Q1 26 | — | — | ||
| Q4 25 | $61.3M | $-114.6M | ||
| Q3 25 | $148.7M | $-2.0B | ||
| Q2 25 | $-19.1M | $-557.1M | ||
| Q1 25 | $109.1M | $1.4B | ||
| Q4 24 | $86.4M | $-1.8B | ||
| Q3 24 | $85.3M | $768.1M | ||
| Q2 24 | $53.6M | $-55.7M |
自由现金流HIMSRITM
| Q1 26 | — | — | ||
| Q4 25 | $-2.5M | — | ||
| Q3 25 | $79.3M | — | ||
| Q2 25 | $-69.5M | — | ||
| Q1 25 | $50.1M | — | ||
| Q4 24 | $59.5M | — | ||
| Q3 24 | $79.4M | — | ||
| Q2 24 | $47.6M | — |
自由现金流率HIMSRITM
| Q1 26 | — | — | ||
| Q4 25 | -0.4% | — | ||
| Q3 25 | 13.2% | — | ||
| Q2 25 | -12.8% | — | ||
| Q1 25 | 8.5% | — | ||
| Q4 24 | 12.4% | — | ||
| Q3 24 | 19.8% | — | ||
| Q2 24 | 15.1% | — |
资本支出强度HIMSRITM
| Q1 26 | — | — | ||
| Q4 25 | 10.3% | — | ||
| Q3 25 | 11.6% | — | ||
| Q2 25 | 9.3% | — | ||
| Q1 25 | 10.1% | — | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 1.9% | — |
现金转化率HIMSRITM
| Q1 26 | — | — | ||
| Q4 25 | 2.98× | -1.35× | ||
| Q3 25 | 9.43× | -9.22× | ||
| Q2 25 | -0.45× | -1.79× | ||
| Q1 25 | 2.20× | 18.03× | ||
| Q4 24 | 3.32× | -6.04× | ||
| Q3 24 | 1.13× | 6.31× | ||
| Q2 24 | 4.03× | -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
HIMS
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% |
