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IAC Inc.（IAC）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IAC Inc.的1.3倍（$828.2M vs $646.0M），Rithm Capital Corp.净利率更高（13.2% vs -11.9%，领先25.1%），IAC Inc.同比增速更快（-10.5% vs -40.0%），过去两年IAC Inc.的营收复合增速更高（1.7% vs -17.9%）
IAC Inc.是一家美国控股企业，业务覆盖媒体与互联网领域，在全球拥有多个知名品牌。公司前身是1996年成立的HSN Inc.，当时作为家庭购物频道Home Shopping Network和USA电视台的控股主体运营，1999年更名为USA Networks Inc.，2002年将旗下电视业务资产出售给威望迪集团。
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。
IAC vs RITM — 直观对比
营收规模更大
RITM
是对方的1.3倍
$646.0M
营收增速更快
IAC
高出29.5%
-40.0%
净利率更高
RITM
高出25.1%
-11.9%
两年增速更快
IAC
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $646.0M | $828.2M |
| 净利润 | $-76.8M | $109.5M |
| 毛利率 | 69.8% | — |
| 营业利润率 | -17.5% | — |
| 净利率 | -11.9% | 13.2% |
| 营收同比 | -10.5% | -40.0% |
| 净利润同比 | 61.4% | 20.9% |
| 每股收益（稀释后） | $-0.96 | $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IACRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $646.0M | $1.5B | ||
| Q3 25 | $589.8M | $1.1B | ||
| Q2 25 | $586.9M | $1.2B | ||
| Q1 25 | $570.5M | $768.4M | ||
| Q4 24 | $721.4M | $2.1B | ||
| Q3 24 | $642.0M | $619.5M | ||
| Q2 24 | $634.4M | $1.2B |
净利润IACRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $-76.8M | $85.0M | ||
| Q3 25 | $-21.9M | $221.5M | ||
| Q2 25 | $211.5M | $311.7M | ||
| Q1 25 | $-216.8M | $78.8M | ||
| Q4 24 | $-199.0M | $290.2M | ||
| Q3 24 | $-243.7M | $121.7M | ||
| Q2 24 | $-142.2M | $235.6M |
毛利率IACRITM
| Q1 26 | — | — | ||
| Q4 25 | 69.8% | — | ||
| Q3 25 | 64.8% | — | ||
| Q2 25 | 65.6% | — | ||
| Q1 25 | 64.0% | — | ||
| Q4 24 | 65.8% | — | ||
| Q3 24 | 62.1% | — | ||
| Q2 24 | 60.1% | — |
营业利润率IACRITM
| Q1 26 | — | — | ||
| Q4 25 | -17.5% | 13.8% | ||
| Q3 25 | -3.5% | 21.4% | ||
| Q2 25 | 0.1% | 25.2% | ||
| Q1 25 | 6.3% | 7.4% | ||
| Q4 24 | 6.7% | 23.8% | ||
| Q3 24 | 1.3% | 7.3% | ||
| Q2 24 | -3.4% | 23.6% |
净利率IACRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | -11.9% | 5.7% | ||
| Q3 25 | -3.7% | 20.0% | ||
| Q2 25 | 36.0% | 25.6% | ||
| Q1 25 | -38.0% | 10.3% | ||
| Q4 24 | -27.6% | 14.0% | ||
| Q3 24 | -38.0% | 19.7% | ||
| Q2 24 | -22.4% | 19.2% |
每股收益（稀释后）IACRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $-0.96 | $0.09 | ||
| Q3 25 | $-0.27 | $0.35 | ||
| Q2 25 | $2.57 | $0.53 | ||
| Q1 25 | $-2.64 | $0.07 | ||
| Q4 24 | $-2.36 | $0.50 | ||
| Q3 24 | $-2.93 | $0.20 | ||
| Q2 24 | $-1.71 | $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 | $960.2M | — |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $4.7B | $9.1B |
| 总资产 | $7.1B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.30× | — |
8季度趋势，按日历期对齐
现金及短期投资IACRITM
| Q1 26 | — | — | ||
| Q4 25 | $960.2M | $1.8B | ||
| Q3 25 | $1.0B | $1.6B | ||
| Q2 25 | $1.1B | $1.6B | ||
| Q1 25 | $1.2B | $1.5B | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | $1.3B | $1.6B | ||
| Q2 24 | $1.3B | $1.2B |
总债务IACRITM
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $35.4B | ||
| Q3 25 | $1.4B | $32.2B | ||
| Q2 25 | $1.4B | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益IACRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $4.7B | $8.4B | ||
| Q3 25 | $4.8B | $8.5B | ||
| Q2 25 | $4.9B | $7.9B | ||
| Q1 25 | $4.7B | $7.8B | ||
| Q4 24 | $5.6B | $7.8B | ||
| Q3 24 | $5.8B | $7.7B | ||
| Q2 24 | $6.0B | $7.3B |
总资产IACRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $7.1B | $53.1B | ||
| Q3 25 | $7.2B | $47.2B | ||
| Q2 25 | $7.4B | $44.3B | ||
| Q1 25 | $7.2B | $45.3B | ||
| Q4 24 | $9.7B | $46.0B | ||
| Q3 24 | $9.8B | $42.3B | ||
| Q2 24 | $10.2B | $42.0B |
负债/权益比IACRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.30× | 4.20× | ||
| Q3 25 | 0.30× | 3.79× | ||
| Q2 25 | 0.30× | 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 | $36.6M | — |
| 自由现金流经营现金流 - 资本支出 | $31.4M | — |
| 自由现金流率自由现金流/营收 | 4.9% | — |
| 资本支出强度资本支出/营收 | 0.8% | — |
| 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 | $44.8M | — |
8季度趋势，按日历期对齐
经营现金流IACRITM
| Q1 26 | — | — | ||
| Q4 25 | $36.6M | $-114.6M | ||
| Q3 25 | $30.1M | $-2.0B | ||
| Q2 25 | $-2.8M | $-557.1M | ||
| Q1 25 | $63.0K | $1.4B | ||
| Q4 24 | $110.1M | $-1.8B | ||
| Q3 24 | $95.3M | $768.1M | ||
| Q2 24 | $85.0M | $-55.7M |
自由现金流IACRITM
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | — | ||
| Q3 25 | $25.3M | — | ||
| Q2 25 | $-7.2M | — | ||
| Q1 25 | $-4.6M | — | ||
| Q4 24 | $104.8M | — | ||
| Q3 24 | $92.0M | — | ||
| Q2 24 | $81.6M | — |
自由现金流率IACRITM
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | -1.2% | — | ||
| Q1 25 | -0.8% | — | ||
| Q4 24 | 14.5% | — | ||
| Q3 24 | 14.3% | — | ||
| Q2 24 | 12.9% | — |
资本支出强度IACRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | 0.8% | — | ||
| Q1 25 | 0.8% | — | ||
| Q4 24 | 0.7% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.5% | — |
现金转化率IACRITM
| Q1 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | — | -9.22× | ||
| Q2 25 | -0.01× | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | — | 6.31× | ||
| Q2 24 | — | -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
IAC
| $168.5M | 26% | |
| Performance Marketing | $101.2M | 16% |
| Care.com | $85.7M | 13% |
| Subscription | $69.5M | 11% |
| Licensing And Other | $43.8M | 7% |
| Consumer Revenue | $43.2M | 7% |
| Advertising | $35.9M | 6% |
| Project And Other Print | $33.6M | 5% |
| Advertising Google | $28.9M | 4% |
| Newsstand | $22.4M | 3% |
| Emerging Other | $19.6M | 3% |
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% |
