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欢聚集团（JOYY）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
欢聚集团的季度营收约是Rithm Capital Corp.的1.9倍（$1.5B vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 10.4%，领先2.8%），过去两年欢聚集团的营收复合增速更高（16.8% vs -17.9%）
欢聚集团是全球化社交媒体科技企业，主营直播、短视频、社交互动类数字娱乐服务，核心产品覆盖东南亚、中东、拉美等多个新兴市场，为全球用户提供丰富的沉浸式互动内容体验。
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。
JOYY vs RITM — 直观对比
营收规模更大
JOYY
是对方的1.9倍
$828.2M
净利率更高
RITM
高出2.8%
10.4%
两年增速更快
JOYY
近两年复合增速
-17.9%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $828.2M |
| 净利润 | $160.1M | $109.5M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 2.4% | — |
| 净利率 | 10.4% | 13.2% |
| 营收同比 | — | -40.0% |
| 净利润同比 | — | 20.9% |
| 每股收益（稀释后） | — | $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JOYYRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | $1.5B | $1.1B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $494.4M | $768.4M | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | $1.7B | $619.5M | ||
| Q2 24 | $1.1B | $1.2B |
净利润JOYYRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | — | $85.0M | ||
| Q3 25 | $160.1M | $221.5M | ||
| Q2 25 | $100.9M | $311.7M | ||
| Q1 25 | $42.9M | $78.8M | ||
| Q4 24 | — | $290.2M | ||
| Q3 24 | $143.9M | $121.7M | ||
| Q2 24 | $87.9M | $235.6M |
毛利率JOYYRITM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 36.1% | — | ||
| Q2 25 | 36.3% | — | ||
| Q1 25 | 36.1% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 35.7% | — | ||
| Q2 24 | 34.9% | — |
营业利润率JOYYRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 13.8% | ||
| Q3 25 | 2.4% | 21.4% | ||
| Q2 25 | 1.8% | 25.2% | ||
| Q1 25 | 2.5% | 7.4% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | 1.3% | 7.3% | ||
| Q2 24 | 0.5% | 23.6% |
净利率JOYYRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | — | 5.7% | ||
| Q3 25 | 10.4% | 20.0% | ||
| Q2 25 | 10.1% | 25.6% | ||
| Q1 25 | 8.7% | 10.3% | ||
| Q4 24 | — | 14.0% | ||
| Q3 24 | 8.5% | 19.7% | ||
| Q2 24 | 7.8% | 19.2% |
每股收益（稀释后）JOYYRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | — | $0.09 | ||
| Q3 25 | — | $0.35 | ||
| Q2 25 | — | $0.53 | ||
| Q1 25 | — | $0.07 | ||
| Q4 24 | — | $0.50 | ||
| Q3 24 | — | $0.20 | ||
| Q2 24 | — | $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 | $383.8M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.6B | $9.1B |
| 总资产 | $7.5B | $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JOYYRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | $383.8M | $1.6B | ||
| Q2 25 | $401.0M | $1.6B | ||
| Q1 25 | $801.5M | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | $481.8M | $1.6B | ||
| Q2 24 | $607.1M | $1.2B |
总债务JOYYRITM
| 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JOYYRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | — | $8.4B | ||
| Q3 25 | $6.6B | $8.5B | ||
| Q2 25 | $6.6B | $7.9B | ||
| Q1 25 | $6.6B | $7.8B | ||
| Q4 24 | — | $7.8B | ||
| Q3 24 | $5.3B | $7.7B | ||
| Q2 24 | $5.3B | $7.3B |
总资产JOYYRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | — | $53.1B | ||
| Q3 25 | $7.5B | $47.2B | ||
| Q2 25 | $7.5B | $44.3B | ||
| Q1 25 | $7.6B | $45.3B | ||
| Q4 24 | — | $46.0B | ||
| Q3 24 | $8.1B | $42.3B | ||
| Q2 24 | $8.1B | $42.0B |
负债/权益比JOYYRITM
| 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
JOYY
| Live streaming | $1.1B | 74% |
| Advertising | $297.3M | 19% |
| Others | $109.8M | 7% |
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% |
