vs
力特（LFUS）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.的季度营收约是力特的1.4倍（$828.2M vs $593.9M），Rithm Capital Corp.净利率更高（13.2% vs -40.8%，领先54.0%），Rithm Capital Corp.同比增速更快（508.5% vs 12.2%），过去两年力特的营收复合增速更高（5.3% vs -17.9%）
力特是全球领先的电路保护、传感及控制组件制造商，主营保险丝、半导体保护器件、功率开关、传感器、断路器等产品，服务汽车、工业电子、消费电子、通信及可再生能源等领域，为全球客户提供提升设备安全可靠性的解决方案。
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。
LFUS vs RITM — 直观对比
营收规模更大
RITM
是对方的1.4倍
$593.9M
营收增速更快
RITM
高出496.3%
12.2%
净利率更高
RITM
高出54.0%
-40.8%
两年增速更快
LFUS
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $593.9M | $828.2M |
| 净利润 | $-242.1M | $109.5M |
| 毛利率 | 38.0% | — |
| 营业利润率 | -37.5% | 29.9% |
| 净利率 | -40.8% | 13.2% |
| 营收同比 | 12.2% | 508.5% |
| 净利润同比 | -367.6% | 27.7% |
| 每股收益（稀释后） | $-9.71 | $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LFUSRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $593.9M | $1.5B | ||
| Q3 25 | $624.6M | $1.1B | ||
| Q2 25 | $613.4M | $1.2B | ||
| Q1 25 | $554.3M | $768.4M | ||
| Q4 24 | $529.5M | $2.1B | ||
| Q3 24 | $567.4M | $619.5M | ||
| Q2 24 | $558.5M | $1.2B |
净利润LFUSRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $-242.1M | $85.0M | ||
| Q3 25 | $69.5M | $221.5M | ||
| Q2 25 | $57.3M | $311.7M | ||
| Q1 25 | $43.6M | $78.8M | ||
| Q4 24 | $-51.8M | $290.2M | ||
| Q3 24 | $58.1M | $121.7M | ||
| Q2 24 | $45.5M | $235.6M |
毛利率LFUSRITM
| Q1 26 | — | — | ||
| Q4 25 | 38.0% | — | ||
| Q3 25 | 38.6% | — | ||
| Q2 25 | 37.8% | — | ||
| Q1 25 | 37.4% | — | ||
| Q4 24 | 33.4% | — | ||
| Q3 24 | 38.1% | — | ||
| Q2 24 | 37.1% | — |
营业利润率LFUSRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | -37.5% | 13.8% | ||
| Q3 25 | 15.6% | 21.4% | ||
| Q2 25 | 15.1% | 25.2% | ||
| Q1 25 | 12.7% | 7.4% | ||
| Q4 24 | -9.3% | 23.8% | ||
| Q3 24 | 15.5% | 7.3% | ||
| Q2 24 | 11.7% | 23.6% |
净利率LFUSRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | -40.8% | 5.7% | ||
| Q3 25 | 11.1% | 20.0% | ||
| Q2 25 | 9.3% | 25.6% | ||
| Q1 25 | 7.9% | 10.3% | ||
| Q4 24 | -9.8% | 14.0% | ||
| Q3 24 | 10.2% | 19.7% | ||
| Q2 24 | 8.1% | 19.2% |
每股收益（稀释后）LFUSRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $-9.71 | $0.09 | ||
| Q3 25 | $2.77 | $0.35 | ||
| Q2 25 | $2.30 | $0.53 | ||
| Q1 25 | $1.75 | $0.07 | ||
| Q4 24 | $-2.07 | $0.50 | ||
| Q3 24 | $2.32 | $0.20 | ||
| Q2 24 | $1.82 | $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 | $563.7M | — |
| 总债务越低越好 | $802.6M | — |
| 股东权益账面价值 | $2.4B | $9.1B |
| 总资产 | $4.0B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.33× | — |
8季度趋势，按日历期对齐
现金及短期投资LFUSRITM
| Q1 26 | — | — | ||
| Q4 25 | $563.7M | $1.8B | ||
| Q3 25 | $815.0M | $1.6B | ||
| Q2 25 | $685.5M | $1.6B | ||
| Q1 25 | $619.7M | $1.5B | ||
| Q4 24 | $725.9M | $1.5B | ||
| Q3 24 | $630.7M | $1.6B | ||
| Q2 24 | $562.7M | $1.2B |
总债务LFUSRITM
| Q1 26 | — | — | ||
| Q4 25 | $802.6M | $35.4B | ||
| Q3 25 | $805.8M | $32.2B | ||
| Q2 25 | $810.2M | $31.2B | ||
| Q1 25 | $805.7M | $32.2B | ||
| Q4 24 | $856.1M | $32.6B | ||
| Q3 24 | $867.7M | $29.6B | ||
| Q2 24 | $863.5M | $30.1B |
股东权益LFUSRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $2.4B | $8.4B | ||
| Q3 25 | $2.7B | $8.5B | ||
| Q2 25 | $2.6B | $7.9B | ||
| Q1 25 | $2.5B | $7.8B | ||
| Q4 24 | $2.4B | $7.8B | ||
| Q3 24 | $2.6B | $7.7B | ||
| Q2 24 | $2.5B | $7.3B |
总资产LFUSRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $4.0B | $53.1B | ||
| Q3 25 | $4.2B | $47.2B | ||
| Q2 25 | $4.1B | $44.3B | ||
| Q1 25 | $3.9B | $45.3B | ||
| Q4 24 | $3.9B | $46.0B | ||
| Q3 24 | $4.1B | $42.3B | ||
| Q2 24 | $3.9B | $42.0B |
负债/权益比LFUSRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.33× | 4.20× | ||
| Q3 25 | 0.30× | 3.79× | ||
| Q2 25 | 0.31× | 3.92× | ||
| Q1 25 | 0.33× | 4.14× | ||
| Q4 24 | 0.35× | 4.18× | ||
| Q3 24 | 0.34× | 3.87× | ||
| Q2 24 | 0.35× | 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 | $138.7M | — |
| 自由现金流经营现金流 - 资本支出 | $119.7M | — |
| 自由现金流率自由现金流/营收 | 20.2% | — |
| 资本支出强度资本支出/营收 | 3.2% | — |
| 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 | $366.1M | — |
8季度趋势，按日历期对齐
经营现金流LFUSRITM
| Q1 26 | — | — | ||
| Q4 25 | $138.7M | $-114.6M | ||
| Q3 25 | $146.9M | $-2.0B | ||
| Q2 25 | $82.5M | $-557.1M | ||
| Q1 25 | $65.8M | $1.4B | ||
| Q4 24 | $160.6M | $-1.8B | ||
| Q3 24 | $80.4M | $768.1M | ||
| Q2 24 | $69.4M | $-55.7M |
自由现金流LFUSRITM
| Q1 26 | — | — | ||
| Q4 25 | $119.7M | — | ||
| Q3 25 | $131.2M | — | ||
| Q2 25 | $72.6M | — | ||
| Q1 25 | $42.7M | — | ||
| Q4 24 | $134.8M | — | ||
| Q3 24 | $65.0M | — | ||
| Q2 24 | $50.3M | — |
自由现金流率LFUSRITM
| Q1 26 | — | — | ||
| Q4 25 | 20.2% | — | ||
| Q3 25 | 21.0% | — | ||
| Q2 25 | 11.8% | — | ||
| Q1 25 | 7.7% | — | ||
| Q4 24 | 25.5% | — | ||
| Q3 24 | 11.5% | — | ||
| Q2 24 | 9.0% | — |
资本支出强度LFUSRITM
| Q1 26 | — | — | ||
| Q4 25 | 3.2% | — | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 4.2% | — | ||
| Q4 24 | 4.9% | — | ||
| Q3 24 | 2.7% | — | ||
| Q2 24 | 3.4% | — |
现金转化率LFUSRITM
| Q1 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | 2.11× | -9.22× | ||
| Q2 25 | 1.44× | -1.79× | ||
| Q1 25 | 1.51× | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | 1.39× | 6.31× | ||
| Q2 24 | 1.53× | -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
LFUS
| Electronics Passive Products And Sensors | $174.9M | 29% |
| Electronics Semiconductor | $170.3M | 29% |
| Industrial Products | $85.0M | 14% |
| Commercial Vehicle Products | $76.2M | 13% |
| Passenger Car Products | $72.8M | 12% |
| Automotive Sensors | $14.7M | 2% |
| Dortmund Fab | $12.5M | 2% |
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% |
