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Installed Building Products, Inc.（IBP）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Installed Building Products, Inc.的1.1倍（$828.2M vs $747.5M），Rithm Capital Corp.净利率更高（13.2% vs 10.2%，领先3.0%），Rithm Capital Corp.同比增速更快（508.5% vs -0.4%），过去两年Installed Building Products, Inc.的营收复合增速更高（3.9% vs -17.9%）
Installed Building Products, Inc.是美国领先的建筑产品安装服务商，主营绝缘材料、排水沟、车库门、消防系统及窗帘等产品的专业安装服务，覆盖住宅新建、翻新改造及商业建筑三大领域，业务遍及美国大部分地区。
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。
IBP vs RITM — 直观对比
营收规模更大
RITM
是对方的1.1倍
$747.5M
营收增速更快
RITM
高出508.8%
-0.4%
净利率更高
RITM
高出3.0%
10.2%
两年增速更快
IBP
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $747.5M | $828.2M |
| 净利润 | $76.6M | $109.5M |
| 毛利率 | 35.0% | — |
| 营业利润率 | 14.6% | 29.9% |
| 净利率 | 10.2% | 13.2% |
| 营收同比 | -0.4% | 508.5% |
| 净利润同比 | 14.5% | 27.7% |
| 每股收益（稀释后） | $2.81 | $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IBPRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $747.5M | $1.5B | ||
| Q3 25 | $778.2M | $1.1B | ||
| Q2 25 | $760.3M | $1.2B | ||
| Q1 25 | $684.8M | $768.4M | ||
| Q4 24 | $750.2M | $2.1B | ||
| Q3 24 | $760.6M | $619.5M | ||
| Q2 24 | $737.6M | $1.2B |
净利润IBPRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $76.6M | $85.0M | ||
| Q3 25 | $74.4M | $221.5M | ||
| Q2 25 | $69.0M | $311.7M | ||
| Q1 25 | $45.4M | $78.8M | ||
| Q4 24 | $66.9M | $290.2M | ||
| Q3 24 | $68.6M | $121.7M | ||
| Q2 24 | $65.2M | $235.6M |
毛利率IBPRITM
| Q1 26 | — | — | ||
| Q4 25 | 35.0% | — | ||
| Q3 25 | 34.0% | — | ||
| Q2 25 | 34.2% | — | ||
| Q1 25 | 32.7% | — | ||
| Q4 24 | 33.6% | — | ||
| Q3 24 | 33.8% | — | ||
| Q2 24 | 34.1% | — |
营业利润率IBPRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 14.6% | 13.8% | ||
| Q3 25 | 13.7% | 21.4% | ||
| Q2 25 | 13.3% | 25.2% | ||
| Q1 25 | 10.2% | 7.4% | ||
| Q4 24 | 13.1% | 23.8% | ||
| Q3 24 | 13.3% | 7.3% | ||
| Q2 24 | 12.9% | 23.6% |
净利率IBPRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 10.2% | 5.7% | ||
| Q3 25 | 9.6% | 20.0% | ||
| Q2 25 | 9.1% | 25.6% | ||
| Q1 25 | 6.6% | 10.3% | ||
| Q4 24 | 8.9% | 14.0% | ||
| Q3 24 | 9.0% | 19.7% | ||
| Q2 24 | 8.8% | 19.2% |
每股收益（稀释后）IBPRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $2.81 | $0.09 | ||
| Q3 25 | $2.74 | $0.35 | ||
| Q2 25 | $2.52 | $0.53 | ||
| Q1 25 | $1.64 | $0.07 | ||
| Q4 24 | $2.39 | $0.50 | ||
| Q3 24 | $2.44 | $0.20 | ||
| Q2 24 | $2.30 | $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 | $321.9M | — |
| 总债务越低越好 | $886.6M | — |
| 股东权益账面价值 | $709.9M | $9.1B |
| 总资产 | $2.1B | $53.4B |
| 负债/权益比越低杠杆越低 | 1.25× | — |
8季度趋势，按日历期对齐
现金及短期投资IBPRITM
| Q1 26 | — | — | ||
| Q4 25 | $321.9M | $1.8B | ||
| Q3 25 | $333.3M | $1.6B | ||
| Q2 25 | $305.2M | $1.6B | ||
| Q1 25 | $298.7M | $1.5B | ||
| Q4 24 | $327.6M | $1.5B | ||
| Q3 24 | $406.2M | $1.6B | ||
| Q2 24 | $380.3M | $1.2B |
总债务IBPRITM
| Q1 26 | — | — | ||
| Q4 25 | $886.6M | $35.4B | ||
| Q3 25 | $880.8M | $32.2B | ||
| Q2 25 | $876.1M | $31.2B | ||
| Q1 25 | $872.4M | $32.2B | ||
| Q4 24 | $874.8M | $32.6B | ||
| Q3 24 | $872.3M | $29.6B | ||
| Q2 24 | $875.8M | $30.1B |
股东权益IBPRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $709.9M | $8.4B | ||
| Q3 25 | $678.6M | $8.5B | ||
| Q2 25 | $664.5M | $7.9B | ||
| Q1 25 | $660.9M | $7.8B | ||
| Q4 24 | $705.3M | $7.8B | ||
| Q3 24 | $716.4M | $7.7B | ||
| Q2 24 | $685.3M | $7.3B |
总资产IBPRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $2.1B | $53.1B | ||
| Q3 25 | $2.1B | $47.2B | ||
| Q2 25 | $2.0B | $44.3B | ||
| Q1 25 | $2.0B | $45.3B | ||
| Q4 24 | $2.1B | $46.0B | ||
| Q3 24 | $2.1B | $42.3B | ||
| Q2 24 | $2.0B | $42.0B |
负债/权益比IBPRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.25× | 4.20× | ||
| Q3 25 | 1.30× | 3.79× | ||
| Q2 25 | 1.32× | 3.92× | ||
| Q1 25 | 1.32× | 4.14× | ||
| Q4 24 | 1.24× | 4.18× | ||
| Q3 24 | 1.22× | 3.87× | ||
| Q2 24 | 1.28× | 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 | $64.9M | — |
| 自由现金流经营现金流 - 资本支出 | $49.3M | — |
| 自由现金流率自由现金流/营收 | 6.6% | — |
| 资本支出强度资本支出/营收 | 2.1% | — |
| 现金转化率经营现金流/净利润 | 0.85× | — |
| 过去12个月自由现金流最近4个季度 | $300.8M | — |
8季度趋势，按日历期对齐
经营现金流IBPRITM
| Q1 26 | — | — | ||
| Q4 25 | $64.9M | $-114.6M | ||
| Q3 25 | $124.0M | $-2.0B | ||
| Q2 25 | $90.4M | $-557.1M | ||
| Q1 25 | $92.1M | $1.4B | ||
| Q4 24 | $74.8M | $-1.8B | ||
| Q3 24 | $101.4M | $768.1M | ||
| Q2 24 | $79.0M | $-55.7M |
自由现金流IBPRITM
| Q1 26 | — | — | ||
| Q4 25 | $49.3M | — | ||
| Q3 25 | $104.8M | — | ||
| Q2 25 | $74.8M | — | ||
| Q1 25 | $71.9M | — | ||
| Q4 24 | $52.9M | — | ||
| Q3 24 | $77.3M | — | ||
| Q2 24 | $58.2M | — |
自由现金流率IBPRITM
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | — | ||
| Q3 25 | 13.5% | — | ||
| Q2 25 | 9.8% | — | ||
| Q1 25 | 10.5% | — | ||
| Q4 24 | 7.1% | — | ||
| Q3 24 | 10.2% | — | ||
| Q2 24 | 7.9% | — |
资本支出强度IBPRITM
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | — | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | 2.9% | — | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 2.8% | — |
现金转化率IBPRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.85× | -1.35× | ||
| Q3 25 | 1.67× | -9.22× | ||
| Q2 25 | 1.31× | -1.79× | ||
| Q1 25 | 2.03× | 18.03× | ||
| Q4 24 | 1.12× | -6.04× | ||
| Q3 24 | 1.48× | 6.31× | ||
| Q2 24 | 1.21× | -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
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 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% |
