vs
赫氏（HXL）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.的季度营收约是赫氏的1.7倍（$828.2M vs $501.5M），Rithm Capital Corp.净利率更高（13.2% vs 7.4%，领先5.8%），Rithm Capital Corp.同比增速更快（508.5% vs 9.9%），过去两年赫氏的营收复合增速更高（0.1% vs -17.9%）
赫氏是总部位于美国康涅狄格州斯坦福德的上市工业材料企业，专注于结构材料的研发与生产，由加州增强塑料公司、汽巴复合材料业务、赫克力士复合材料产品部门合并组建。其产品覆盖商用、军工、休闲等市场，广泛应用于军民飞机、航天运载火箭、卫星、风电叶片、运动器材等领域。
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。
HXL vs RITM — 直观对比
营收规模更大
RITM
是对方的1.7倍
$501.5M
营收增速更快
RITM
高出498.6%
9.9%
净利率更高
RITM
高出5.8%
7.4%
两年增速更快
HXL
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $501.5M | $828.2M |
| 净利润 | $37.2M | $109.5M |
| 毛利率 | 26.9% | — |
| 营业利润率 | 11.5% | 29.9% |
| 净利率 | 7.4% | 13.2% |
| 营收同比 | 9.9% | 508.5% |
| 净利润同比 | 28.7% | 27.7% |
| 每股收益（稀释后） | $0.49 | $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HXLRITM
| Q1 26 | $501.5M | $828.2M | ||
| Q4 25 | $491.3M | $1.5B | ||
| Q3 25 | $456.2M | $1.1B | ||
| Q2 25 | $489.9M | $1.2B | ||
| Q1 25 | $456.5M | $768.4M | ||
| Q4 24 | $473.8M | $2.1B | ||
| Q3 24 | $456.5M | $619.5M | ||
| Q2 24 | $500.4M | $1.2B |
净利润HXLRITM
| Q1 26 | $37.2M | $109.5M | ||
| Q4 25 | $46.4M | $85.0M | ||
| Q3 25 | $20.6M | $221.5M | ||
| Q2 25 | $13.5M | $311.7M | ||
| Q1 25 | $28.9M | $78.8M | ||
| Q4 24 | $5.8M | $290.2M | ||
| Q3 24 | $39.8M | $121.7M | ||
| Q2 24 | $50.0M | $235.6M |
毛利率HXLRITM
| Q1 26 | 26.9% | — | ||
| Q4 25 | 24.6% | — | ||
| Q3 25 | 21.9% | — | ||
| Q2 25 | 22.8% | — | ||
| Q1 25 | 22.4% | — | ||
| Q4 24 | 25.0% | — | ||
| Q3 24 | 23.3% | — | ||
| Q2 24 | 25.3% | — |
营业利润率HXLRITM
| Q1 26 | 11.5% | 29.9% | ||
| Q4 25 | 12.5% | 13.8% | ||
| Q3 25 | 7.9% | 21.4% | ||
| Q2 25 | 6.1% | 25.2% | ||
| Q1 25 | 9.7% | 7.4% | ||
| Q4 24 | 1.9% | 23.8% | ||
| Q3 24 | 11.5% | 7.3% | ||
| Q2 24 | 14.3% | 23.6% |
净利率HXLRITM
| Q1 26 | 7.4% | 13.2% | ||
| Q4 25 | 9.4% | 5.7% | ||
| Q3 25 | 4.5% | 20.0% | ||
| Q2 25 | 2.8% | 25.6% | ||
| Q1 25 | 6.3% | 10.3% | ||
| Q4 24 | 1.2% | 14.0% | ||
| Q3 24 | 8.7% | 19.7% | ||
| Q2 24 | 10.0% | 19.2% |
每股收益（稀释后）HXLRITM
| Q1 26 | $0.49 | $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 | $54.1M | — |
| 总债务越低越好 | $998.1M | — |
| 股东权益账面价值 | $1.3B | $9.1B |
| 总资产 | $2.7B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.79× | — |
8季度趋势，按日历期对齐
现金及短期投资HXLRITM
| Q1 26 | $54.1M | — | ||
| Q4 25 | $71.0M | $1.8B | ||
| Q3 25 | $90.5M | $1.6B | ||
| Q2 25 | $77.2M | $1.6B | ||
| Q1 25 | $89.2M | $1.5B | ||
| Q4 24 | $125.4M | $1.5B | ||
| Q3 24 | $98.2M | $1.6B | ||
| Q2 24 | $75.4M | $1.2B |
总债务HXLRITM
| Q1 26 | $998.1M | — | ||
| 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HXLRITM
| Q1 26 | $1.3B | $9.1B | ||
| Q4 25 | $1.3B | $8.4B | ||
| Q3 25 | $1.6B | $8.5B | ||
| Q2 25 | $1.6B | $7.9B | ||
| Q1 25 | $1.5B | $7.8B | ||
| Q4 24 | $1.5B | $7.8B | ||
| Q3 24 | $1.6B | $7.7B | ||
| Q2 24 | $1.6B | $7.3B |
总资产HXLRITM
| Q1 26 | $2.7B | $53.4B | ||
| Q4 25 | $2.7B | $53.1B | ||
| Q3 25 | $2.8B | $47.2B | ||
| Q2 25 | $2.8B | $44.3B | ||
| Q1 25 | $2.8B | $45.3B | ||
| Q4 24 | $2.7B | $46.0B | ||
| Q3 24 | $2.9B | $42.3B | ||
| Q2 24 | $2.8B | $42.0B |
负债/权益比HXLRITM
| Q1 26 | 0.79× | — | ||
| 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
HXL
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% |
