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亨斯迈（HUN）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
亨斯迈的季度营收约是Rithm Capital Corp.的1.6倍（$1.4B vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs -7.1%，领先20.3%），亨斯迈同比增速更快（-6.7% vs -40.0%），过去两年亨斯迈的营收复合增速更高（-4.0% vs -17.9%）
亨斯迈公司是总部位于美国得克萨斯州伍德兰兹的全球化化工巨头，面向消费端与工业客户生产、销售各类化工产品，主营聚氨酯、高性能材料及胶粘剂，客户覆盖宝马、通用电气、雪佛龙、宝洁、联合利华等知名品牌。目前公司在全球25个国家设有60余处生产、研发及运营基地，员工约7000人。
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。
HUN vs RITM — 直观对比
营收规模更大
HUN
是对方的1.6倍
$828.2M
营收增速更快
HUN
高出33.3%
-40.0%
净利率更高
RITM
高出20.3%
-7.1%
两年增速更快
HUN
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 | $-96.0M | $109.5M |
| 毛利率 | 12.1% | — |
| 营业利润率 | -4.4% | — |
| 净利率 | -7.1% | 13.2% |
| 营收同比 | -6.7% | -40.0% |
| 净利润同比 | 31.9% | 20.9% |
| 每股收益（稀释后） | $-0.56 | $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HUNRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $1.5B | $1.1B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.4B | $768.4M | ||
| Q4 24 | $1.5B | $2.1B | ||
| Q3 24 | $1.5B | $619.5M | ||
| Q2 24 | $1.6B | $1.2B |
净利润HUNRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $-96.0M | $85.0M | ||
| Q3 25 | $-25.0M | $221.5M | ||
| Q2 25 | $-158.0M | $311.7M | ||
| Q1 25 | $-5.0M | $78.8M | ||
| Q4 24 | $-141.0M | $290.2M | ||
| Q3 24 | $-33.0M | $121.7M | ||
| Q2 24 | $22.0M | $235.6M |
毛利率HUNRITM
| Q1 26 | — | — | ||
| Q4 25 | 12.1% | — | ||
| Q3 25 | 14.0% | — | ||
| Q2 25 | 12.5% | — | ||
| Q1 25 | 14.3% | — | ||
| Q4 24 | 12.9% | — | ||
| Q3 24 | 15.2% | — | ||
| Q2 24 | 15.4% | — |
营业利润率HUNRITM
| Q1 26 | — | — | ||
| Q4 25 | -4.4% | 13.8% | ||
| Q3 25 | 0.4% | 21.4% | ||
| Q2 25 | -8.2% | 25.2% | ||
| Q1 25 | 3.0% | 7.4% | ||
| Q4 24 | -4.3% | 23.8% | ||
| Q3 24 | 2.7% | 7.3% | ||
| Q2 24 | 2.2% | 23.6% |
净利率HUNRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | -7.1% | 5.7% | ||
| Q3 25 | -1.7% | 20.0% | ||
| Q2 25 | -10.8% | 25.6% | ||
| Q1 25 | -0.4% | 10.3% | ||
| Q4 24 | -9.7% | 14.0% | ||
| Q3 24 | -2.1% | 19.7% | ||
| Q2 24 | 1.4% | 19.2% |
每股收益（稀释后）HUNRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $-0.56 | $0.09 | ||
| Q3 25 | $-0.14 | $0.35 | ||
| Q2 25 | $-0.92 | $0.53 | ||
| Q1 25 | $-0.03 | $0.07 | ||
| Q4 24 | $-0.82 | $0.50 | ||
| Q3 24 | $-0.19 | $0.20 | ||
| Q2 24 | $0.13 | $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 | $429.0M | — |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.8B | $9.1B |
| 总资产 | $7.0B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.73× | — |
8季度趋势，按日历期对齐
现金及短期投资HUNRITM
| Q1 26 | — | — | ||
| Q4 25 | $429.0M | $1.8B | ||
| Q3 25 | $468.0M | $1.6B | ||
| Q2 25 | $399.0M | $1.6B | ||
| Q1 25 | $334.0M | $1.5B | ||
| Q4 24 | $340.0M | $1.5B | ||
| Q3 24 | $330.0M | $1.6B | ||
| Q2 24 | $335.0M | $1.2B |
总债务HUNRITM
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | $35.4B | ||
| Q3 25 | $2.0B | $32.2B | ||
| Q2 25 | $2.0B | $31.2B | ||
| Q1 25 | $2.0B | $32.2B | ||
| Q4 24 | $1.8B | $32.6B | ||
| Q3 24 | $1.9B | $29.6B | ||
| Q2 24 | $1.9B | $30.1B |
股东权益HUNRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $2.8B | $8.4B | ||
| Q3 25 | $2.8B | $8.5B | ||
| Q2 25 | $2.8B | $7.9B | ||
| Q1 25 | $3.0B | $7.8B | ||
| Q4 24 | $3.0B | $7.8B | ||
| Q3 24 | $3.1B | $7.7B | ||
| Q2 24 | $3.1B | $7.3B |
总资产HUNRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $7.0B | $53.1B | ||
| Q3 25 | $7.1B | $47.2B | ||
| Q2 25 | $7.1B | $44.3B | ||
| Q1 25 | $7.2B | $45.3B | ||
| Q4 24 | $7.1B | $46.0B | ||
| Q3 24 | $7.3B | $42.3B | ||
| Q2 24 | $7.3B | $42.0B |
负债/权益比HUNRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.73× | 4.20× | ||
| Q3 25 | 0.73× | 3.79× | ||
| Q2 25 | 0.72× | 3.92× | ||
| Q1 25 | 0.66× | 4.14× | ||
| Q4 24 | 0.62× | 4.18× | ||
| Q3 24 | 0.60× | 3.87× | ||
| Q2 24 | 0.62× | 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 | $76.0M | — |
| 自由现金流经营现金流 - 资本支出 | $19.0M | — |
| 自由现金流率自由现金流/营收 | 1.4% | — |
| 资本支出强度资本支出/营收 | 4.2% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $116.0M | — |
8季度趋势，按日历期对齐
经营现金流HUNRITM
| Q1 26 | — | — | ||
| Q4 25 | $76.0M | $-114.6M | ||
| Q3 25 | $196.0M | $-2.0B | ||
| Q2 25 | $91.0M | $-557.1M | ||
| Q1 25 | $-74.0M | $1.4B | ||
| Q4 24 | $153.0M | $-1.8B | ||
| Q3 24 | $129.0M | $768.1M | ||
| Q2 24 | $46.0M | $-55.7M |
自由现金流HUNRITM
| Q1 26 | — | — | ||
| Q4 25 | $19.0M | — | ||
| Q3 25 | $153.0M | — | ||
| Q2 25 | $54.0M | — | ||
| Q1 25 | $-110.0M | — | ||
| Q4 24 | $102.0M | — | ||
| Q3 24 | $88.0M | — | ||
| Q2 24 | $-4.0M | — |
自由现金流率HUNRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | — | ||
| Q3 25 | 10.5% | — | ||
| Q2 25 | 3.7% | — | ||
| Q1 25 | -7.8% | — | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 5.7% | — | ||
| Q2 24 | -0.3% | — |
资本支出强度HUNRITM
| Q1 26 | — | — | ||
| Q4 25 | 4.2% | — | ||
| Q3 25 | 2.9% | — | ||
| Q2 25 | 2.5% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 3.5% | — | ||
| Q3 24 | 2.7% | — | ||
| Q2 24 | 3.2% | — |
现金转化率HUNRITM
| Q1 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | — | -9.22× | ||
| Q2 25 | — | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | — | 6.31× | ||
| Q2 24 | 2.09× | -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
HUN
| Diversified | $897.0M | 66% |
| Specialty | $231.0M | 17% |
| Performance Products | $113.0M | 8% |
| Advanced Materials | $61.0M | 5% |
| Related Party Customers | $19.0M | 1% |
| Other | $12.0M | 1% |
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% |
