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MARINEMAX INC（HZO）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MARINEMAX INC的1.6倍（$828.2M vs $527.4M），Rithm Capital Corp.同比增速更快（508.5% vs -16.5%），过去两年MARINEMAX INC的营收复合增速更高（-16.6% vs -17.9%）
MarineMax Inc.是美国头部休闲船舶及游艇零售商，主营全新及二手休闲船艇销售，同时提供船舶维保、金融服务、保险、游艇租赁及航海主题活动等配套服务，覆盖北美市场的私人航海爱好者群体。
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。
HZO vs RITM — 直观对比
营收规模更大
RITM
是对方的1.6倍
$527.4M
营收增速更快
RITM
高出525.0%
-16.5%
两年增速更快
HZO
近两年复合增速
-17.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $527.4M | $828.2M |
| 净利润 | — | $109.5M |
| 毛利率 | 34.4% | — |
| 营业利润率 | 2.1% | 29.9% |
| 净利率 | — | 13.2% |
| 营收同比 | -16.5% | 508.5% |
| 净利润同比 | — | 27.7% |
| 每股收益（稀释后） | $0.14 | $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HZORITM
| Q1 26 | $527.4M | $828.2M | ||
| Q4 25 | $505.2M | $1.5B | ||
| Q3 25 | $552.2M | $1.1B | ||
| Q2 25 | $657.2M | $1.2B | ||
| Q1 25 | $631.5M | $768.4M | ||
| Q4 24 | $468.5M | $2.1B | ||
| Q3 24 | $563.1M | $619.5M | ||
| Q2 24 | $757.7M | $1.2B |
净利润HZORITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $-7.9M | $85.0M | ||
| Q3 25 | $-851.0K | $221.5M | ||
| Q2 25 | $-52.1M | $311.7M | ||
| Q1 25 | $3.3M | $78.8M | ||
| Q4 24 | $18.1M | $290.2M | ||
| Q3 24 | $4.0M | $121.7M | ||
| Q2 24 | $31.6M | $235.6M |
毛利率HZORITM
| Q1 26 | 34.4% | — | ||
| Q4 25 | 31.8% | — | ||
| Q3 25 | 34.7% | — | ||
| Q2 25 | 30.4% | — | ||
| Q1 25 | 30.0% | — | ||
| Q4 24 | 36.2% | — | ||
| Q3 24 | 34.3% | — | ||
| Q2 24 | 32.0% | — |
营业利润率HZORITM
| Q1 26 | 2.1% | 29.9% | ||
| Q4 25 | 1.0% | 13.8% | ||
| Q3 25 | 2.5% | 21.4% | ||
| Q2 25 | -6.3% | 25.2% | ||
| Q1 25 | 3.6% | 7.4% | ||
| Q4 24 | 8.3% | 23.8% | ||
| Q3 24 | 4.8% | 7.3% | ||
| Q2 24 | 8.1% | 23.6% |
净利率HZORITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | -1.6% | 5.7% | ||
| Q3 25 | -0.2% | 20.0% | ||
| Q2 25 | -7.9% | 25.6% | ||
| Q1 25 | 0.5% | 10.3% | ||
| Q4 24 | 3.9% | 14.0% | ||
| Q3 24 | 0.7% | 19.7% | ||
| Q2 24 | 4.2% | 19.2% |
每股收益（稀释后）HZORITM
| Q1 26 | $0.14 | $0.12 | ||
| Q4 25 | $-0.36 | $0.09 | ||
| Q3 25 | $0.08 | $0.35 | ||
| Q2 25 | $-2.42 | $0.53 | ||
| Q1 25 | $0.14 | $0.07 | ||
| Q4 24 | $0.77 | $0.50 | ||
| Q3 24 | $0.17 | $0.20 | ||
| Q2 24 | $1.37 | $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 | $189.1M | — |
| 总债务越低越好 | $338.7M | — |
| 股东权益账面价值 | — | $9.1B |
| 总资产 | $2.4B | $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HZORITM
| Q1 26 | $189.1M | — | ||
| Q4 25 | $164.6M | $1.8B | ||
| Q3 25 | $170.4M | $1.6B | ||
| Q2 25 | $151.0M | $1.6B | ||
| Q1 25 | $203.5M | $1.5B | ||
| Q4 24 | $145.0M | $1.5B | ||
| Q3 24 | $224.3M | $1.6B | ||
| Q2 24 | $242.4M | $1.2B |
总债务HZORITM
| Q1 26 | $338.7M | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | $393.2M | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | $391.2M | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益HZORITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $932.8M | $8.4B | ||
| Q3 25 | $937.2M | $8.5B | ||
| Q2 25 | $940.5M | $7.9B | ||
| Q1 25 | $993.4M | $7.8B | ||
| Q4 24 | $993.5M | $7.8B | ||
| Q3 24 | $975.8M | $7.7B | ||
| Q2 24 | $967.6M | $7.3B |
总资产HZORITM
| Q1 26 | $2.4B | $53.4B | ||
| Q4 25 | $2.4B | $53.1B | ||
| Q3 25 | $2.5B | $47.2B | ||
| Q2 25 | $2.5B | $44.3B | ||
| Q1 25 | $2.7B | $45.3B | ||
| Q4 24 | $2.6B | $46.0B | ||
| Q3 24 | $2.6B | $42.3B | ||
| Q2 24 | $2.6B | $42.0B |
负债/权益比HZORITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | 0.42× | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | 0.40× | 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
HZO
| Retail Operations | $525.3M | 100% |
| Product Manufacturing | $23.7M | 4% |
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% |
