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JELD-WEN Holding, Inc.（JELD）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JELD-WEN Holding, Inc.的1.0倍（$828.2M vs $802.0M），Rithm Capital Corp.净利率更高（13.2% vs -5.2%，领先18.4%），Rithm Capital Corp.同比增速更快（508.5% vs -10.5%），过去两年JELD-WEN Holding, Inc.的营收复合增速更高（-8.6% vs -17.9%）
JELD-WEN是一家总部位于美国北卡罗来纳州夏洛特的企业，在全球19个国家运营着超过120家生产基地。公司主营设计、生产并销售室内外门窗、各类材质窗品、墙体系统、淋浴隔断、衣帽间系统等建筑部件，产品广泛应用于住宅与非住宅建筑的新建、维修及改造工程。
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。
JELD vs RITM — 直观对比
营收规模更大
RITM
是对方的1.0倍
$802.0M
营收增速更快
RITM
高出518.9%
-10.5%
净利率更高
RITM
高出18.4%
-5.2%
两年增速更快
JELD
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $802.0M | $828.2M |
| 净利润 | $-41.9M | $109.5M |
| 毛利率 | 14.7% | — |
| 营业利润率 | -1.8% | 29.9% |
| 净利率 | -5.2% | 13.2% |
| 营收同比 | -10.5% | 508.5% |
| 净利润同比 | 38.7% | 27.7% |
| 每股收益（稀释后） | $-0.50 | $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JELDRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $802.0M | $1.5B | ||
| Q3 25 | $809.5M | $1.1B | ||
| Q2 25 | $823.7M | $1.2B | ||
| Q1 25 | $776.0M | $768.4M | ||
| Q4 24 | $895.7M | $2.1B | ||
| Q3 24 | $934.7M | $619.5M | ||
| Q2 24 | $986.0M | $1.2B |
净利润JELDRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $-41.9M | $85.0M | ||
| Q3 25 | $-367.6M | $221.5M | ||
| Q2 25 | $-21.5M | $311.7M | ||
| Q1 25 | $-190.1M | $78.8M | ||
| Q4 24 | $-68.4M | $290.2M | ||
| Q3 24 | $-74.4M | $121.7M | ||
| Q2 24 | $-18.5M | $235.6M |
毛利率JELDRITM
| Q1 26 | — | — | ||
| Q4 25 | 14.7% | — | ||
| Q3 25 | 17.4% | — | ||
| Q2 25 | 17.4% | — | ||
| Q1 25 | 14.4% | — | ||
| Q4 24 | 16.4% | — | ||
| Q3 24 | 19.2% | — | ||
| Q2 24 | 19.3% | — |
营业利润率JELDRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | -1.8% | 13.8% | ||
| Q3 25 | -25.0% | 21.4% | ||
| Q2 25 | -1.7% | 25.2% | ||
| Q1 25 | -23.8% | 7.4% | ||
| Q4 24 | -5.7% | 23.8% | ||
| Q3 24 | -5.6% | 7.3% | ||
| Q2 24 | 0.5% | 23.6% |
净利率JELDRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | -5.2% | 5.7% | ||
| Q3 25 | -45.4% | 20.0% | ||
| Q2 25 | -2.6% | 25.6% | ||
| Q1 25 | -24.5% | 10.3% | ||
| Q4 24 | -7.6% | 14.0% | ||
| Q3 24 | -8.0% | 19.7% | ||
| Q2 24 | -1.9% | 19.2% |
每股收益（稀释后）JELDRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $-0.50 | $0.09 | ||
| Q3 25 | $-4.30 | $0.35 | ||
| Q2 25 | $-0.25 | $0.53 | ||
| Q1 25 | $-2.24 | $0.07 | ||
| Q4 24 | $-0.80 | $0.50 | ||
| Q3 24 | $-0.88 | $0.20 | ||
| Q2 24 | $-0.22 | $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 | $136.1M | — |
| 总债务越低越好 | $1.1B | — |
| 股东权益账面价值 | $92.2M | $9.1B |
| 总资产 | $2.1B | $53.4B |
| 负债/权益比越低杠杆越低 | 12.47× | — |
8季度趋势，按日历期对齐
现金及短期投资JELDRITM
| Q1 26 | — | — | ||
| Q4 25 | $136.1M | $1.8B | ||
| Q3 25 | $106.7M | $1.6B | ||
| Q2 25 | $134.1M | $1.6B | ||
| Q1 25 | $132.5M | $1.5B | ||
| Q4 24 | $150.3M | $1.5B | ||
| Q3 24 | $208.5M | $1.6B | ||
| Q2 24 | $212.8M | $1.2B |
总债务JELDRITM
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $35.4B | ||
| Q3 25 | $1.2B | $32.2B | ||
| Q2 25 | $1.2B | $31.2B | ||
| Q1 25 | $1.2B | $32.2B | ||
| Q4 24 | $1.2B | $32.6B | ||
| Q3 24 | $1.2B | $29.6B | ||
| Q2 24 | $1.2B | $30.1B |
股东权益JELDRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $92.2M | $8.4B | ||
| Q3 25 | $113.9M | $8.5B | ||
| Q2 25 | $477.1M | $7.9B | ||
| Q1 25 | $452.1M | $7.8B | ||
| Q4 24 | $620.1M | $7.8B | ||
| Q3 24 | $720.3M | $7.7B | ||
| Q2 24 | $770.0M | $7.3B |
总资产JELDRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $2.1B | $53.1B | ||
| Q3 25 | $2.2B | $47.2B | ||
| Q2 25 | $2.5B | $44.3B | ||
| Q1 25 | $2.4B | $45.3B | ||
| Q4 24 | $2.6B | $46.0B | ||
| Q3 24 | $2.8B | $42.3B | ||
| Q2 24 | $2.9B | $42.0B |
负债/权益比JELDRITM
| Q1 26 | — | — | ||
| Q4 25 | 12.47× | 4.20× | ||
| Q3 25 | 10.14× | 3.79× | ||
| Q2 25 | 2.42× | 3.92× | ||
| Q1 25 | 2.56× | 4.14× | ||
| Q4 24 | 1.86× | 4.18× | ||
| Q3 24 | 1.64× | 3.87× | ||
| Q2 24 | 1.53× | 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 | $32.8M | — |
| 自由现金流经营现金流 - 资本支出 | $3.4M | — |
| 自由现金流率自由现金流/营收 | 0.4% | — |
| 资本支出强度资本支出/营收 | 3.7% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-124.6M | — |
8季度趋势，按日历期对齐
经营现金流JELDRITM
| Q1 26 | — | — | ||
| Q4 25 | $32.8M | $-114.6M | ||
| Q3 25 | $11.2M | $-2.0B | ||
| Q2 25 | $34.6M | $-557.1M | ||
| Q1 25 | $-83.5M | $1.4B | ||
| Q4 24 | $28.2M | $-1.8B | ||
| Q3 24 | $37.6M | $768.1M | ||
| Q2 24 | $51.4M | $-55.7M |
自由现金流JELDRITM
| Q1 26 | — | — | ||
| Q4 25 | $3.4M | — | ||
| Q3 25 | $-13.1M | — | ||
| Q2 25 | $5.3M | — | ||
| Q1 25 | $-120.3M | — | ||
| Q4 24 | $-23.9M | — | ||
| Q3 24 | $-4.3M | — | ||
| Q2 24 | $14.7M | — |
自由现金流率JELDRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.4% | — | ||
| Q3 25 | -1.6% | — | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | -15.5% | — | ||
| Q4 24 | -2.7% | — | ||
| Q3 24 | -0.5% | — | ||
| Q2 24 | 1.5% | — |
资本支出强度JELDRITM
| Q1 26 | — | — | ||
| Q4 25 | 3.7% | — | ||
| Q3 25 | 3.0% | — | ||
| Q2 25 | 3.6% | — | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 5.8% | — | ||
| Q3 24 | 4.5% | — | ||
| Q2 24 | 3.7% | — |
现金转化率JELDRITM
| Q1 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | — | -9.22× | ||
| Q2 25 | — | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | — | 6.31× | ||
| Q2 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
JELD
| North America Segment | $522.0M | 65% |
| Europe Segment | $280.0M | 35% |
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% |
