vs
Invitation Homes（INVH）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Invitation Homes的1.2倍（$828.2M vs $685.3M），Invitation Homes净利率更高（21.1% vs 13.2%，领先7.9%），Invitation Homes同比增速更快（4.0% vs -40.0%），过去两年Invitation Homes的营收复合增速更高（3.0% vs -17.9%）
Invitation Homes是纽交所上市企业，总部位于美国得克萨斯州达拉斯市林肯中心大厦，由Dallas B. Tanner出任首席执行官。截至2024年7月，公司在全美16个市场持有约8.4万套独栋出租住宅，是美国规模最大的独栋住宅租赁业主，17%的租金收入来自加利福尼亚州。
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。
INVH vs RITM — 直观对比
营收规模更大
RITM
是对方的1.2倍
$685.3M
营收增速更快
INVH
高出44.0%
-40.0%
净利率更高
INVH
高出7.9%
13.2%
两年增速更快
INVH
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $685.3M | $828.2M |
| 净利润 | $144.6M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 21.1% | 13.2% |
| 营收同比 | 4.0% | -40.0% |
| 净利润同比 | 1.0% | 20.9% |
| 每股收益（稀释后） | $0.24 | $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INVHRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $685.3M | $1.5B | ||
| Q3 25 | $688.2M | $1.1B | ||
| Q2 25 | $681.4M | $1.2B | ||
| Q1 25 | $674.5M | $768.4M | ||
| Q4 24 | $659.1M | $2.1B | ||
| Q3 24 | $660.3M | $619.5M | ||
| Q2 24 | $653.5M | $1.2B |
净利润INVHRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $144.6M | $85.0M | ||
| Q3 25 | $136.7M | $221.5M | ||
| Q2 25 | $140.9M | $311.7M | ||
| Q1 25 | $165.7M | $78.8M | ||
| Q4 24 | $143.1M | $290.2M | ||
| Q3 24 | $95.3M | $121.7M | ||
| Q2 24 | $73.2M | $235.6M |
营业利润率INVHRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 13.8% | ||
| Q3 25 | — | 21.4% | ||
| Q2 25 | — | 25.2% | ||
| Q1 25 | — | 7.4% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 7.3% | ||
| Q2 24 | — | 23.6% |
净利率INVHRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 21.1% | 5.7% | ||
| Q3 25 | 19.9% | 20.0% | ||
| Q2 25 | 20.7% | 25.6% | ||
| Q1 25 | 24.6% | 10.3% | ||
| Q4 24 | 21.7% | 14.0% | ||
| Q3 24 | 14.4% | 19.7% | ||
| Q2 24 | 11.2% | 19.2% |
每股收益（稀释后）INVHRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.24 | $0.09 | ||
| Q3 25 | $0.22 | $0.35 | ||
| Q2 25 | $0.23 | $0.53 | ||
| Q1 25 | $0.27 | $0.07 | ||
| Q4 24 | $0.24 | $0.50 | ||
| Q3 24 | $0.15 | $0.20 | ||
| Q2 24 | $0.12 | $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 | $130.0M | — |
| 总债务越低越好 | $8.4B | — |
| 股东权益账面价值 | $9.5B | $9.1B |
| 总资产 | $18.7B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.88× | — |
8季度趋势，按日历期对齐
现金及短期投资INVHRITM
| Q1 26 | — | — | ||
| Q4 25 | $130.0M | $1.8B | ||
| Q3 25 | $155.4M | $1.6B | ||
| Q2 25 | $65.1M | $1.6B | ||
| Q1 25 | $84.4M | $1.5B | ||
| Q4 24 | $174.5M | $1.5B | ||
| Q3 24 | $1.0B | $1.6B | ||
| Q2 24 | $749.4M | $1.2B |
总债务INVHRITM
| Q1 26 | — | — | ||
| Q4 25 | $8.4B | $35.4B | ||
| Q3 25 | $8.2B | $32.2B | ||
| Q2 25 | $8.2B | $31.2B | ||
| Q1 25 | $8.1B | $32.2B | ||
| Q4 24 | $8.2B | $32.6B | ||
| Q3 24 | $9.0B | $29.6B | ||
| Q2 24 | $8.5B | $30.1B |
股东权益INVHRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $9.5B | $8.4B | ||
| Q3 25 | $9.6B | $8.5B | ||
| Q2 25 | $9.7B | $7.9B | ||
| Q1 25 | $9.7B | $7.8B | ||
| Q4 24 | $9.8B | $7.8B | ||
| Q3 24 | $9.9B | $7.7B | ||
| Q2 24 | $10.0B | $7.3B |
总资产INVHRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $18.7B | $53.1B | ||
| Q3 25 | $18.8B | $47.2B | ||
| Q2 25 | $18.7B | $44.3B | ||
| Q1 25 | $18.6B | $45.3B | ||
| Q4 24 | $18.7B | $46.0B | ||
| Q3 24 | $19.6B | $42.3B | ||
| Q2 24 | $19.2B | $42.0B |
负债/权益比INVHRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.88× | 4.20× | ||
| Q3 25 | 0.86× | 3.79× | ||
| Q2 25 | 0.85× | 3.92× | ||
| Q1 25 | 0.83× | 4.14× | ||
| Q4 24 | 0.84× | 4.18× | ||
| Q3 24 | 0.91× | 3.87× | ||
| Q2 24 | 0.85× | 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 | $128.7M | — |
| 自由现金流经营现金流 - 资本支出 | $122.4M | — |
| 自由现金流率自由现金流/营收 | 17.9% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | 0.89× | — |
| 过去12个月自由现金流最近4个季度 | $1.2B | — |
8季度趋势，按日历期对齐
经营现金流INVHRITM
| Q1 26 | — | — | ||
| Q4 25 | $128.7M | $-114.6M | ||
| Q3 25 | $394.6M | $-2.0B | ||
| Q2 25 | $382.5M | $-557.1M | ||
| Q1 25 | $300.5M | $1.4B | ||
| Q4 24 | $132.8M | $-1.8B | ||
| Q3 24 | $313.6M | $768.1M | ||
| Q2 24 | $369.8M | $-55.7M |
自由现金流INVHRITM
| Q1 26 | — | — | ||
| Q4 25 | $122.4M | — | ||
| Q3 25 | $387.8M | — | ||
| Q2 25 | $374.4M | — | ||
| Q1 25 | $293.3M | — | ||
| Q4 24 | $125.0M | — | ||
| Q3 24 | $305.2M | — | ||
| Q2 24 | $363.8M | — |
自由现金流率INVHRITM
| Q1 26 | — | — | ||
| Q4 25 | 17.9% | — | ||
| Q3 25 | 56.4% | — | ||
| Q2 25 | 54.9% | — | ||
| Q1 25 | 43.5% | — | ||
| Q4 24 | 19.0% | — | ||
| Q3 24 | 46.2% | — | ||
| Q2 24 | 55.7% | — |
资本支出强度INVHRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | — | ||
| Q3 25 | 1.0% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 1.2% | — | ||
| Q3 24 | 1.3% | — | ||
| Q2 24 | 0.9% | — |
现金转化率INVHRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.89× | -1.35× | ||
| Q3 25 | 2.89× | -9.22× | ||
| Q2 25 | 2.71× | -1.79× | ||
| Q1 25 | 1.81× | 18.03× | ||
| Q4 24 | 0.93× | -6.04× | ||
| Q3 24 | 3.29× | 6.31× | ||
| Q2 24 | 5.05× | -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
INVH
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% |
