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LGI Homes, Inc.（LGIH）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LGI Homes, Inc.的1.7倍（$828.2M vs $474.0M），Rithm Capital Corp.净利率更高（13.2% vs 3.7%，领先9.6%），Rithm Capital Corp.同比增速更快（508.5% vs -15.0%），过去两年LGI Homes, Inc.的营收复合增速更高（10.1% vs -17.9%）
LGI Homes是一家总部位于美国得克萨斯州的新建住宅开发商，业务聚焦美国西南部地区。据《建筑商》杂志统计，该公司目前是美国第十大住宅建筑商，2019年共交付房屋7690套，较2018年增长18.1%，全年房屋销售营收达18亿美元，行业规模位居美国前列。
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。
LGIH vs RITM — 直观对比
营收规模更大
RITM
是对方的1.7倍
$474.0M
营收增速更快
RITM
高出523.4%
-15.0%
净利率更高
RITM
高出9.6%
3.7%
两年增速更快
LGIH
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $474.0M | $828.2M |
| 净利润 | $17.3M | $109.5M |
| 毛利率 | 17.7% | — |
| 营业利润率 | 3.9% | 29.9% |
| 净利率 | 3.7% | 13.2% |
| 营收同比 | -15.0% | 508.5% |
| 净利润同比 | -66.0% | 27.7% |
| 每股收益（稀释后） | $0.74 | $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LGIHRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $474.0M | $1.5B | ||
| Q3 25 | $396.6M | $1.1B | ||
| Q2 25 | $483.5M | $1.2B | ||
| Q1 25 | $351.4M | $768.4M | ||
| Q4 24 | $557.4M | $2.1B | ||
| Q3 24 | $651.9M | $619.5M | ||
| Q2 24 | $602.5M | $1.2B |
净利润LGIHRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $17.3M | $85.0M | ||
| Q3 25 | $19.7M | $221.5M | ||
| Q2 25 | $31.5M | $311.7M | ||
| Q1 25 | $4.0M | $78.8M | ||
| Q4 24 | $50.9M | $290.2M | ||
| Q3 24 | $69.6M | $121.7M | ||
| Q2 24 | $58.6M | $235.6M |
毛利率LGIHRITM
| Q1 26 | — | — | ||
| Q4 25 | 17.7% | — | ||
| Q3 25 | 21.5% | — | ||
| Q2 25 | 22.9% | — | ||
| Q1 25 | 21.0% | — | ||
| Q4 24 | 22.9% | — | ||
| Q3 24 | 25.1% | — | ||
| Q2 24 | 25.0% | — |
营业利润率LGIHRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 3.9% | 13.8% | ||
| Q3 25 | 5.4% | 21.4% | ||
| Q2 25 | 8.2% | 25.2% | ||
| Q1 25 | 0.0% | 7.4% | ||
| Q4 24 | 8.2% | 23.8% | ||
| Q3 24 | 12.3% | 7.3% | ||
| Q2 24 | 11.2% | 23.6% |
净利率LGIHRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 3.7% | 5.7% | ||
| Q3 25 | 5.0% | 20.0% | ||
| Q2 25 | 6.5% | 25.6% | ||
| Q1 25 | 1.1% | 10.3% | ||
| Q4 24 | 9.1% | 14.0% | ||
| Q3 24 | 10.7% | 19.7% | ||
| Q2 24 | 9.7% | 19.2% |
每股收益（稀释后）LGIHRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.74 | $0.09 | ||
| Q3 25 | $0.85 | $0.35 | ||
| Q2 25 | $1.36 | $0.53 | ||
| Q1 25 | $0.17 | $0.07 | ||
| Q4 24 | $2.15 | $0.50 | ||
| Q3 24 | $2.95 | $0.20 | ||
| Q2 24 | $2.48 | $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 | — | — |
| 总债务越低越好 | $1.7B | — |
| 股东权益账面价值 | $2.1B | $9.1B |
| 总资产 | $3.9B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.79× | — |
8季度趋势，按日历期对齐
现金及短期投资LGIHRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $53.2M | $1.5B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.2B |
总债务LGIHRITM
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | $1.5B | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益LGIHRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $2.1B | $8.4B | ||
| Q3 25 | $2.1B | $8.5B | ||
| Q2 25 | $2.1B | $7.9B | ||
| Q1 25 | $2.0B | $7.8B | ||
| Q4 24 | $2.0B | $7.8B | ||
| Q3 24 | $2.0B | $7.7B | ||
| Q2 24 | $1.9B | $7.3B |
总资产LGIHRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $3.9B | $53.1B | ||
| Q3 25 | $4.0B | $47.2B | ||
| Q2 25 | $4.0B | $44.3B | ||
| Q1 25 | $3.9B | $45.3B | ||
| Q4 24 | $3.8B | $46.0B | ||
| Q3 24 | $3.8B | $42.3B | ||
| Q2 24 | $3.7B | $42.0B |
负债/权益比LGIHRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.79× | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | 0.73× | 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 | $86.8M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 0.0% | — |
| 现金转化率经营现金流/净利润 | 5.01× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流LGIHRITM
| Q1 26 | — | — | ||
| Q4 25 | $86.8M | $-114.6M | ||
| Q3 25 | $-13.2M | $-2.0B | ||
| Q2 25 | $-86.4M | $-557.1M | ||
| Q1 25 | $-127.1M | $1.4B | ||
| Q4 24 | $57.0M | $-1.8B | ||
| Q3 24 | $-17.8M | $768.1M | ||
| Q2 24 | $-83.5M | $-55.7M |
自由现金流LGIHRITM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $-13.3M | — | ||
| Q2 25 | $-86.4M | — | ||
| Q1 25 | $-128.0M | — | ||
| Q4 24 | $56.4M | — | ||
| Q3 24 | $-17.8M | — | ||
| Q2 24 | $-83.8M | — |
自由现金流率LGIHRITM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -3.3% | — | ||
| Q2 25 | -17.9% | — | ||
| Q1 25 | -36.4% | — | ||
| Q4 24 | 10.1% | — | ||
| Q3 24 | -2.7% | — | ||
| Q2 24 | -13.9% | — |
资本支出强度LGIHRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | — | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.0% | — |
现金转化率LGIHRITM
| Q1 26 | — | — | ||
| Q4 25 | 5.01× | -1.35× | ||
| Q3 25 | -0.67× | -9.22× | ||
| Q2 25 | -2.74× | -1.79× | ||
| Q1 25 | -31.83× | 18.03× | ||
| Q4 24 | 1.12× | -6.04× | ||
| Q3 24 | -0.26× | 6.31× | ||
| Q2 24 | -1.43× | -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
LGIH
| West Reportable Segment | $128.2M | 27% |
| Southeast Reportable Segment | $118.9M | 25% |
| Central Reportable Segment | $105.8M | 22% |
| Florida Reportable Segment | $69.2M | 15% |
| Northwest Reportable Segment | $51.8M | 11% |
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% |
