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光辉国际（KFY）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.的季度营收约是光辉国际的1.1倍（$828.2M vs $729.8M），Rithm Capital Corp.净利率更高（13.2% vs 9.9%，领先3.3%），Rithm Capital Corp.同比增速更快（508.5% vs 7.0%），过去两年光辉国际的营收复合增速更高（3.8% vs -17.9%）
光辉国际是一家总部位于美国加利福尼亚州洛杉矶的管理咨询企业，成立于1969年。截至2019年，公司在全球53个国家设有111个办事处，员工总数达8198名，旗下设有咨询、数字化、高管寻访、招聘流程外包及专业人才寻访四大业务板块，为全球客户提供全方位的人力资源及管理解决方案。
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。
KFY vs RITM — 直观对比
营收规模更大
RITM
是对方的1.1倍
$729.8M
营收增速更快
RITM
高出501.5%
7.0%
净利率更高
RITM
高出3.3%
9.9%
两年增速更快
KFY
近两年复合增速
-17.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $729.8M | $828.2M |
| 净利润 | $72.4M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | 13.5% | 29.9% |
| 净利率 | 9.9% | 13.2% |
| 营收同比 | 7.0% | 508.5% |
| 净利润同比 | 19.1% | 27.7% |
| 每股收益（稀释后） | $1.36 | $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KFYRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $729.8M | $1.5B | ||
| Q3 25 | $715.5M | $1.1B | ||
| Q2 25 | $719.8M | $1.2B | ||
| Q1 25 | $676.5M | $768.4M | ||
| Q4 24 | $682.0M | $2.1B | ||
| Q3 24 | $682.8M | $619.5M | ||
| Q2 24 | $699.9M | $1.2B |
净利润KFYRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $72.4M | $85.0M | ||
| Q3 25 | $66.6M | $221.5M | ||
| Q2 25 | $64.2M | $311.7M | ||
| Q1 25 | $58.4M | $78.8M | ||
| Q4 24 | $60.8M | $290.2M | ||
| Q3 24 | $62.6M | $121.7M | ||
| Q2 24 | $65.2M | $235.6M |
营业利润率KFYRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 13.5% | 13.8% | ||
| Q3 25 | 11.7% | 21.4% | ||
| Q2 25 | 14.5% | 25.2% | ||
| Q1 25 | 11.6% | 7.4% | ||
| Q4 24 | 12.8% | 23.8% | ||
| Q3 24 | 11.1% | 7.3% | ||
| Q2 24 | 11.9% | 23.6% |
净利率KFYRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 9.9% | 5.7% | ||
| Q3 25 | 9.3% | 20.0% | ||
| Q2 25 | 8.9% | 25.6% | ||
| Q1 25 | 8.6% | 10.3% | ||
| Q4 24 | 8.9% | 14.0% | ||
| Q3 24 | 9.2% | 19.7% | ||
| Q2 24 | 9.3% | 19.2% |
每股收益（稀释后）KFYRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $1.36 | $0.09 | ||
| Q3 25 | $1.26 | $0.35 | ||
| Q2 25 | $1.19 | $0.53 | ||
| Q1 25 | $1.10 | $0.07 | ||
| Q4 24 | $1.14 | $0.50 | ||
| Q3 24 | $1.17 | $0.20 | ||
| Q2 24 | $1.25 | $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 | $801.1M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.9B | $9.1B |
| 总资产 | $3.7B | $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KFYRITM
| Q1 26 | — | — | ||
| Q4 25 | $801.1M | $1.8B | ||
| Q3 25 | $721.1M | $1.6B | ||
| Q2 25 | $1.0B | $1.6B | ||
| Q1 25 | $820.0M | $1.5B | ||
| Q4 24 | $735.5M | $1.5B | ||
| Q3 24 | $674.0M | $1.6B | ||
| Q2 24 | $983.7M | $1.2B |
总债务KFYRITM
| 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KFYRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $1.9B | $8.4B | ||
| Q3 25 | $1.9B | $8.5B | ||
| Q2 25 | $1.9B | $7.9B | ||
| Q1 25 | $1.8B | $7.8B | ||
| Q4 24 | $1.8B | $7.8B | ||
| Q3 24 | $1.8B | $7.7B | ||
| Q2 24 | $1.7B | $7.3B |
总资产KFYRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $3.7B | $53.1B | ||
| Q3 25 | $3.6B | $47.2B | ||
| Q2 25 | $3.9B | $44.3B | ||
| Q1 25 | $3.6B | $45.3B | ||
| Q4 24 | $3.5B | $46.0B | ||
| Q3 24 | $3.4B | $42.3B | ||
| Q2 24 | $3.7B | $42.0B |
负债/权益比KFYRITM
| 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× |
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 | $121.4M | — |
| 自由现金流经营现金流 - 资本支出 | $100.7M | — |
| 自由现金流率自由现金流/营收 | 13.8% | — |
| 资本支出强度资本支出/营收 | 2.8% | — |
| 现金转化率经营现金流/净利润 | 1.68× | — |
| 过去12个月自由现金流最近4个季度 | $272.6M | — |
8季度趋势，按日历期对齐
经营现金流KFYRITM
| Q1 26 | — | — | ||
| Q4 25 | $121.4M | $-114.6M | ||
| Q3 25 | $-237.4M | $-2.0B | ||
| Q2 25 | $255.8M | $-557.1M | ||
| Q1 25 | $213.7M | $1.4B | ||
| Q4 24 | $122.0M | $-1.8B | ||
| Q3 24 | $-227.2M | $768.1M | ||
| Q2 24 | $261.9M | $-55.7M |
自由现金流KFYRITM
| Q1 26 | — | — | ||
| Q4 25 | $100.7M | — | ||
| Q3 25 | $-260.0M | — | ||
| Q2 25 | $235.5M | — | ||
| Q1 25 | $196.4M | — | ||
| Q4 24 | $107.7M | — | ||
| Q3 24 | $-237.7M | — | ||
| Q2 24 | $250.0M | — |
自由现金流率KFYRITM
| Q1 26 | — | — | ||
| Q4 25 | 13.8% | — | ||
| Q3 25 | -36.3% | — | ||
| Q2 25 | 32.7% | — | ||
| Q1 25 | 29.0% | — | ||
| Q4 24 | 15.8% | — | ||
| Q3 24 | -34.8% | — | ||
| Q2 24 | 35.7% | — |
资本支出强度KFYRITM
| Q1 26 | — | — | ||
| Q4 25 | 2.8% | — | ||
| Q3 25 | 3.2% | — | ||
| Q2 25 | 2.8% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 2.1% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 1.7% | — |
现金转化率KFYRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.68× | -1.35× | ||
| Q3 25 | -3.56× | -9.22× | ||
| Q2 25 | 3.98× | -1.79× | ||
| Q1 25 | 3.66× | 18.03× | ||
| Q4 24 | 2.01× | -6.04× | ||
| Q3 24 | -3.63× | 6.31× | ||
| Q2 24 | 4.02× | -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
KFY
| Industrial | $234.0M | 32% |
| Technology Service | $104.5M | 14% |
| RPO | $92.3M | 13% |
| Digital | $91.2M | 13% |
| Consumer Goods | $85.0M | 12% |
| Executive Search EMEA | $52.2M | 7% |
| Education Non Profit And General | $43.2M | 6% |
| Executive Search Asia Pacific | $24.3M | 3% |
| Reimbursed Out Of Pocket Engagement Expenses | $8.1M | 1% |
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% |
