vs
IES Holdings, Inc.（IESC）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
IES Holdings, Inc.的季度营收约是Rithm Capital Corp.的1.1倍（$871.0M vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 10.5%，领先2.7%），Rithm Capital Corp.同比增速更快（508.5% vs 16.2%），过去两年IES Holdings, Inc.的营收复合增速更高（11.1% vs -17.9%）
IES Holdings, Inc.前身为Integrated Electrical Services, Inc.，主营业务为集成电气及技术系统的设计与安装，同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。
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。
IESC vs RITM — 直观对比
营收规模更大
IESC
是对方的1.1倍
$828.2M
营收增速更快
RITM
高出492.3%
16.2%
净利率更高
RITM
高出2.7%
10.5%
两年增速更快
IESC
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $871.0M | $828.2M |
| 净利润 | $91.8M | $109.5M |
| 毛利率 | 25.3% | — |
| 营业利润率 | 11.2% | 29.9% |
| 净利率 | 10.5% | 13.2% |
| 营收同比 | 16.2% | 508.5% |
| 净利润同比 | 59.1% | 27.7% |
| 每股收益（稀释后） | $4.51 | $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IESCRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $871.0M | $1.5B | ||
| Q3 25 | $897.8M | $1.1B | ||
| Q2 25 | $890.2M | $1.2B | ||
| Q1 25 | $834.0M | $768.4M | ||
| Q4 24 | $749.5M | $2.1B | ||
| Q3 24 | $775.8M | $619.5M | ||
| Q2 24 | $768.4M | $1.2B |
净利润IESCRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $91.8M | $85.0M | ||
| Q3 25 | $102.3M | $221.5M | ||
| Q2 25 | $79.3M | $311.7M | ||
| Q1 25 | $72.6M | $78.8M | ||
| Q4 24 | $57.7M | $290.2M | ||
| Q3 24 | $65.5M | $121.7M | ||
| Q2 24 | $66.6M | $235.6M |
毛利率IESCRITM
| Q1 26 | — | — | ||
| Q4 25 | 25.3% | — | ||
| Q3 25 | 26.0% | — | ||
| Q2 25 | 26.9% | — | ||
| Q1 25 | 25.0% | — | ||
| Q4 24 | 23.8% | — | ||
| Q3 24 | 24.0% | — | ||
| Q2 24 | 25.3% | — |
营业利润率IESCRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 11.2% | 13.8% | ||
| Q3 25 | 11.6% | 21.4% | ||
| Q2 25 | 12.6% | 25.2% | ||
| Q1 25 | 11.1% | 7.4% | ||
| Q4 24 | 10.0% | 23.8% | ||
| Q3 24 | 9.7% | 7.3% | ||
| Q2 24 | 11.7% | 23.6% |
净利率IESCRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 10.5% | 5.7% | ||
| Q3 25 | 11.4% | 20.0% | ||
| Q2 25 | 8.9% | 25.6% | ||
| Q1 25 | 8.7% | 10.3% | ||
| Q4 24 | 7.7% | 14.0% | ||
| Q3 24 | 8.4% | 19.7% | ||
| Q2 24 | 8.7% | 19.2% |
每股收益（稀释后）IESCRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $4.51 | $0.09 | ||
| Q3 25 | $4.99 | $0.35 | ||
| Q2 25 | $3.81 | $0.53 | ||
| Q1 25 | $3.50 | $0.07 | ||
| Q4 24 | $2.72 | $0.50 | ||
| Q3 24 | $3.06 | $0.20 | ||
| Q2 24 | $2.67 | $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 | $258.7M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $961.1M | $9.1B |
| 总资产 | $1.7B | $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IESCRITM
| Q1 26 | — | — | ||
| Q4 25 | $258.7M | $1.8B | ||
| Q3 25 | $231.8M | $1.6B | ||
| Q2 25 | $168.3M | $1.6B | ||
| Q1 25 | $88.3M | $1.5B | ||
| Q4 24 | $112.0M | $1.5B | ||
| Q3 24 | $135.8M | $1.6B | ||
| Q2 24 | $44.9M | $1.2B |
总债务IESCRITM
| Q1 26 | — | — | ||
| 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IESCRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $961.1M | $8.4B | ||
| Q3 25 | $884.0M | $8.5B | ||
| Q2 25 | $781.4M | $7.9B | ||
| Q1 25 | $705.8M | $7.8B | ||
| Q4 24 | $652.4M | $7.8B | ||
| Q3 24 | $611.1M | $7.7B | ||
| Q2 24 | $567.5M | $7.3B |
总资产IESCRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $1.7B | $53.1B | ||
| Q3 25 | $1.6B | $47.2B | ||
| Q2 25 | $1.5B | $44.3B | ||
| Q1 25 | $1.4B | $45.3B | ||
| Q4 24 | $1.3B | $46.0B | ||
| Q3 24 | $1.2B | $42.3B | ||
| Q2 24 | $1.2B | $42.0B |
负债/权益比IESCRITM
| Q1 26 | — | — | ||
| 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× |
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 | $27.7M | — |
| 自由现金流经营现金流 - 资本支出 | $-18.9M | — |
| 自由现金流率自由现金流/营收 | -2.2% | — |
| 资本支出强度资本支出/营收 | 5.3% | — |
| 现金转化率经营现金流/净利润 | 0.30× | — |
| 过去12个月自由现金流最近4个季度 | $175.9M | — |
8季度趋势，按日历期对齐
经营现金流IESCRITM
| Q1 26 | — | — | ||
| Q4 25 | $27.7M | $-114.6M | ||
| Q3 25 | $132.0M | $-2.0B | ||
| Q2 25 | $92.0M | $-557.1M | ||
| Q1 25 | $24.8M | $1.4B | ||
| Q4 24 | $37.3M | $-1.8B | ||
| Q3 24 | $92.8M | $768.1M | ||
| Q2 24 | $82.9M | $-55.7M |
自由现金流IESCRITM
| Q1 26 | — | — | ||
| Q4 25 | $-18.9M | — | ||
| Q3 25 | $112.0M | — | ||
| Q2 25 | $74.8M | — | ||
| Q1 25 | $7.9M | — | ||
| Q4 24 | $24.1M | — | ||
| Q3 24 | $78.5M | — | ||
| Q2 24 | $65.4M | — |
自由现金流率IESCRITM
| Q1 26 | — | — | ||
| Q4 25 | -2.2% | — | ||
| Q3 25 | 12.5% | — | ||
| Q2 25 | 8.4% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 10.1% | — | ||
| Q2 24 | 8.5% | — |
资本支出强度IESCRITM
| Q1 26 | — | — | ||
| Q4 25 | 5.3% | — | ||
| Q3 25 | 2.2% | — | ||
| Q2 25 | 1.9% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.8% | — | ||
| Q2 24 | 2.3% | — |
现金转化率IESCRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.30× | -1.35× | ||
| Q3 25 | 1.29× | -9.22× | ||
| Q2 25 | 1.16× | -1.79× | ||
| Q1 25 | 0.34× | 18.03× | ||
| Q4 24 | 0.65× | -6.04× | ||
| Q3 24 | 1.42× | 6.31× | ||
| Q2 24 | 1.24× | -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
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 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% |
