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爵士制药（JAZZ）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
爵士制药的季度营收约是Rithm Capital Corp.的1.4倍（$1.2B vs $828.2M），爵士制药净利率更高（17.0% vs 13.2%，领先3.8%），爵士制药同比增速更快（10.1% vs -40.0%），过去两年爵士制药的营收复合增速更高（15.2% vs -17.9%）
爵士制药是一家全球性生物制药企业，核心业务聚焦肿瘤学与神经科学两大领域，2003年在美国加利福尼亚州成立，当前总部坐落于爱尔兰首都都柏林。
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。
JAZZ vs RITM — 直观对比
营收规模更大
JAZZ
是对方的1.4倍
$828.2M
营收增速更快
JAZZ
高出50.1%
-40.0%
净利率更高
JAZZ
高出3.8%
13.2%
两年增速更快
JAZZ
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $828.2M |
| 净利润 | $203.5M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | 21.2% | — |
| 净利率 | 17.0% | 13.2% |
| 营收同比 | 10.1% | -40.0% |
| 净利润同比 | 6.5% | 20.9% |
| 每股收益（稀释后） | $3.34 | $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JAZZRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $1.2B | $1.5B | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $897.8M | $768.4M | ||
| Q4 24 | $1.1B | $2.1B | ||
| Q3 24 | $1.1B | $619.5M | ||
| Q2 24 | $1.0B | $1.2B |
净利润JAZZRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $203.5M | $85.0M | ||
| Q3 25 | $251.4M | $221.5M | ||
| Q2 25 | $-718.5M | $311.7M | ||
| Q1 25 | $-92.5M | $78.8M | ||
| Q4 24 | $191.1M | $290.2M | ||
| Q3 24 | $215.1M | $121.7M | ||
| Q2 24 | $168.6M | $235.6M |
营业利润率JAZZRITM
| Q1 26 | — | — | ||
| Q4 25 | 21.2% | 13.8% | ||
| Q3 25 | 5.1% | 21.4% | ||
| Q2 25 | -65.6% | 25.2% | ||
| Q1 25 | -6.2% | 7.4% | ||
| Q4 24 | 17.5% | 23.8% | ||
| Q3 24 | 24.7% | 7.3% | ||
| Q2 24 | 19.5% | 23.6% |
净利率JAZZRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 17.0% | 5.7% | ||
| Q3 25 | 22.3% | 20.0% | ||
| Q2 25 | -68.7% | 25.6% | ||
| Q1 25 | -10.3% | 10.3% | ||
| Q4 24 | 17.6% | 14.0% | ||
| Q3 24 | 20.4% | 19.7% | ||
| Q2 24 | 16.5% | 19.2% |
每股收益（稀释后）JAZZRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $3.34 | $0.09 | ||
| Q3 25 | $4.08 | $0.35 | ||
| Q2 25 | $-11.74 | $0.53 | ||
| Q1 25 | $-1.52 | $0.07 | ||
| Q4 24 | $2.97 | $0.50 | ||
| Q3 24 | $3.42 | $0.20 | ||
| Q2 24 | $2.49 | $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 | $1.4B | — |
| 总债务越低越好 | $5.4B | — |
| 股东权益账面价值 | $4.3B | $9.1B |
| 总资产 | $11.7B | $53.4B |
| 负债/权益比越低杠杆越低 | 1.24× | — |
8季度趋势，按日历期对齐
现金及短期投资JAZZRITM
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $1.8B | ||
| Q3 25 | $1.3B | $1.6B | ||
| Q2 25 | $1.2B | $1.6B | ||
| Q1 25 | $1.9B | $1.5B | ||
| Q4 24 | $2.4B | $1.5B | ||
| Q3 24 | $2.2B | $1.6B | ||
| Q2 24 | $1.4B | $1.2B |
总债务JAZZRITM
| Q1 26 | — | — | ||
| Q4 25 | $5.4B | $35.4B | ||
| Q3 25 | $5.4B | $32.2B | ||
| Q2 25 | $5.4B | $31.2B | ||
| Q1 25 | $5.4B | $32.2B | ||
| Q4 24 | $6.1B | $32.6B | ||
| Q3 24 | $6.1B | $29.6B | ||
| Q2 24 | $5.7B | $30.1B |
股东权益JAZZRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $4.3B | $8.4B | ||
| Q3 25 | $4.0B | $8.5B | ||
| Q2 25 | $3.7B | $7.9B | ||
| Q1 25 | $4.2B | $7.8B | ||
| Q4 24 | $4.1B | $7.8B | ||
| Q3 24 | $4.2B | $7.7B | ||
| Q2 24 | $3.8B | $7.3B |
总资产JAZZRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $11.7B | $53.1B | ||
| Q3 25 | $11.4B | $47.2B | ||
| Q2 25 | $10.9B | $44.3B | ||
| Q1 25 | $11.5B | $45.3B | ||
| Q4 24 | $12.0B | $46.0B | ||
| Q3 24 | $12.3B | $42.3B | ||
| Q2 24 | $11.4B | $42.0B |
负债/权益比JAZZRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.24× | 4.20× | ||
| Q3 25 | 1.35× | 3.79× | ||
| Q2 25 | 1.45× | 3.92× | ||
| Q1 25 | 1.29× | 4.14× | ||
| Q4 24 | 1.49× | 4.18× | ||
| Q3 24 | 1.47× | 3.87× | ||
| Q2 24 | 1.52× | 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 | $362.5M | — |
| 自由现金流经营现金流 - 资本支出 | $345.8M | — |
| 自由现金流率自由现金流/营收 | 28.9% | — |
| 资本支出强度资本支出/营收 | 1.4% | — |
| 现金转化率经营现金流/净利润 | 1.78× | — |
| 过去12个月自由现金流最近4个季度 | $1.3B | — |
8季度趋势，按日历期对齐
经营现金流JAZZRITM
| Q1 26 | — | — | ||
| Q4 25 | $362.5M | $-114.6M | ||
| Q3 25 | $474.6M | $-2.0B | ||
| Q2 25 | $88.9M | $-557.1M | ||
| Q1 25 | $429.8M | $1.4B | ||
| Q4 24 | $398.6M | $-1.8B | ||
| Q3 24 | $398.7M | $768.1M | ||
| Q2 24 | $331.4M | $-55.7M |
自由现金流JAZZRITM
| Q1 26 | — | — | ||
| Q4 25 | $345.8M | — | ||
| Q3 25 | $459.4M | — | ||
| Q2 25 | $75.9M | — | ||
| Q1 25 | $415.9M | — | ||
| Q4 24 | $385.3M | — | ||
| Q3 24 | $388.0M | — | ||
| Q2 24 | $324.3M | — |
自由现金流率JAZZRITM
| Q1 26 | — | — | ||
| Q4 25 | 28.9% | — | ||
| Q3 25 | 40.8% | — | ||
| Q2 25 | 7.3% | — | ||
| Q1 25 | 46.3% | — | ||
| Q4 24 | 35.4% | — | ||
| Q3 24 | 36.8% | — | ||
| Q2 24 | 31.7% | — |
资本支出强度JAZZRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 1.2% | — | ||
| Q3 24 | 1.0% | — | ||
| Q2 24 | 0.7% | — |
现金转化率JAZZRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.78× | -1.35× | ||
| Q3 25 | 1.89× | -9.22× | ||
| Q2 25 | — | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | 2.09× | -6.04× | ||
| Q3 24 | 1.85× | 6.31× | ||
| Q2 24 | 1.97× | -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
JAZZ
| Xywav | $465.5M | 39% |
| Total Oncology | $337.8M | 28% |
| Rylaze Enrylaze | $108.2M | 9% |
| Zepzelca | $90.4M | 8% |
| Product And Services Royalties And Contract Revenue | $65.5M | 5% |
| High Sodium AG Oxybate Product Royalty Revenue | $55.7M | 5% |
| Xyrem | $37.8M | 3% |
| Vyxeos | $34.7M | 3% |
| Ziihera | $8.5M | 1% |
| Other Products | $2.8M | 0% |
| Sativex | $1.5M | 0% |
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% |
