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因塞特（INCY）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
因塞特的季度营收约是Rithm Capital Corp.的1.5倍（$1.3B vs $828.2M），因塞特净利率更高（23.8% vs 13.2%，领先10.6%），因塞特同比增速更快（19.8% vs -40.0%），过去两年因塞特的营收复合增速更高（10.4% vs -17.9%）
因塞特是总部位于美国特拉华州威尔明顿的跨国制药企业，目前在北美、欧洲及亚洲多地设有生产基地与研发中心，专注于创新药物的研发、生产及商业化，为全球患者提供优质的治疗选择。
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。
INCY vs RITM — 直观对比
营收规模更大
INCY
是对方的1.5倍
$828.2M
营收增速更快
INCY
高出59.7%
-40.0%
净利率更高
INCY
高出10.6%
13.2%
两年增速更快
INCY
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $828.2M |
| 净利润 | $303.3M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | 23.7% | — |
| 净利率 | 23.8% | 13.2% |
| 营收同比 | 19.8% | -40.0% |
| 净利润同比 | 91.7% | 20.9% |
| 每股收益（稀释后） | $1.47 | $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INCYRITM
| Q1 26 | $1.3B | $828.2M | ||
| Q4 25 | $1.5B | $1.5B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.1B | $768.4M | ||
| Q4 24 | $1.2B | $2.1B | ||
| Q3 24 | $1.1B | $619.5M | ||
| Q2 24 | $1.0B | $1.2B |
净利润INCYRITM
| Q1 26 | $303.3M | $109.5M | ||
| Q4 25 | $299.3M | $85.0M | ||
| Q3 25 | $424.2M | $221.5M | ||
| Q2 25 | $405.0M | $311.7M | ||
| Q1 25 | $158.2M | $78.8M | ||
| Q4 24 | $201.2M | $290.2M | ||
| Q3 24 | $106.5M | $121.7M | ||
| Q2 24 | $-444.6M | $235.6M |
毛利率INCYRITM
| Q1 26 | — | — | ||
| Q4 25 | 92.0% | — | ||
| Q3 25 | 92.8% | — | ||
| Q2 25 | 93.5% | — | ||
| Q1 25 | 93.0% | — | ||
| Q4 24 | 92.5% | — | ||
| Q3 24 | 92.4% | — | ||
| Q2 24 | 92.7% | — |
营业利润率INCYRITM
| Q1 26 | 23.7% | — | ||
| Q4 25 | 22.3% | 13.8% | ||
| Q3 25 | 32.5% | 21.4% | ||
| Q2 25 | 43.6% | 25.2% | ||
| Q1 25 | 19.5% | 7.4% | ||
| Q4 24 | 25.6% | 23.8% | ||
| Q3 24 | 12.8% | 7.3% | ||
| Q2 24 | -45.8% | 23.6% |
净利率INCYRITM
| Q1 26 | 23.8% | 13.2% | ||
| Q4 25 | 19.9% | 5.7% | ||
| Q3 25 | 31.1% | 20.0% | ||
| Q2 25 | 33.3% | 25.6% | ||
| Q1 25 | 15.0% | 10.3% | ||
| Q4 24 | 17.1% | 14.0% | ||
| Q3 24 | 9.4% | 19.7% | ||
| Q2 24 | -42.6% | 19.2% |
每股收益（稀释后）INCYRITM
| Q1 26 | $1.47 | $0.12 | ||
| Q4 25 | $1.46 | $0.09 | ||
| Q3 25 | $2.11 | $0.35 | ||
| Q2 25 | $2.04 | $0.53 | ||
| Q1 25 | $0.80 | $0.07 | ||
| Q4 24 | $0.90 | $0.50 | ||
| Q3 24 | $0.54 | $0.20 | ||
| Q2 24 | $-2.04 | $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 | — | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.6B | $9.1B |
| 总资产 | $7.3B | $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INCYRITM
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | $1.8B | ||
| Q3 25 | $2.5B | $1.6B | ||
| Q2 25 | $2.0B | $1.6B | ||
| Q1 25 | $1.9B | $1.5B | ||
| Q4 24 | $1.7B | $1.5B | ||
| Q3 24 | $1.3B | $1.6B | ||
| Q2 24 | $987.3M | $1.2B |
总债务INCYRITM
| 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INCYRITM
| Q1 26 | $5.6B | $9.1B | ||
| Q4 25 | $5.2B | $8.4B | ||
| Q3 25 | $4.7B | $8.5B | ||
| Q2 25 | $4.2B | $7.9B | ||
| Q1 25 | $3.7B | $7.8B | ||
| Q4 24 | $3.4B | $7.8B | ||
| Q3 24 | $3.2B | $7.7B | ||
| Q2 24 | $3.0B | $7.3B |
总资产INCYRITM
| Q1 26 | $7.3B | $53.4B | ||
| Q4 25 | $7.0B | $53.1B | ||
| Q3 25 | $6.3B | $47.2B | ||
| Q2 25 | $5.8B | $44.3B | ||
| Q1 25 | $5.7B | $45.3B | ||
| Q4 24 | $5.4B | $46.0B | ||
| Q3 24 | $5.0B | $42.3B | ||
| Q2 24 | $4.7B | $42.0B |
负债/权益比INCYRITM
| 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× |
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
INCY
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% |
