vs
Legence Corp.（LGN）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Legence Corp.的1.2倍（$828.2M vs $708.0M），Rithm Capital Corp.净利率更高（13.2% vs -0.1%，领先13.3%），Rithm Capital Corp.同比增速更快（508.5% vs 26.2%）
Legence Corp是一家可持续建筑与脱碳解决方案服务商，主要提供能效优化、楼宇自动化系统设计、可再生能源整合及低碳改造服务，客户覆盖商业、工业、公共机构等领域，核心业务布局北美，助力客户降低运营成本、减少碳排放。
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。
LGN vs RITM — 直观对比
营收规模更大
RITM
是对方的1.2倍
$708.0M
营收增速更快
RITM
高出482.2%
26.2%
净利率更高
RITM
高出13.3%
-0.1%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $708.0M | $828.2M |
| 净利润 | $-576.0K | $109.5M |
| 毛利率 | 20.9% | — |
| 营业利润率 | 5.3% | 29.9% |
| 净利率 | -0.1% | 13.2% |
| 营收同比 | 26.2% | 508.5% |
| 净利润同比 | 46.8% | 27.7% |
| 每股收益（稀释后） | $-0.02 | $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LGNRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | $708.0M | $1.1B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $768.4M | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | $560.8M | $619.5M | ||
| Q2 24 | — | $1.2B |
净利润LGNRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | — | $85.0M | ||
| Q3 25 | $-576.0K | $221.5M | ||
| Q2 25 | — | $311.7M | ||
| Q1 25 | — | $78.8M | ||
| Q4 24 | — | $290.2M | ||
| Q3 24 | $-1.1M | $121.7M | ||
| Q2 24 | — | $235.6M |
毛利率LGNRITM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 20.9% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 21.1% | — | ||
| Q2 24 | — | — |
营业利润率LGNRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | — | 13.8% | ||
| Q3 25 | 5.3% | 21.4% | ||
| Q2 25 | — | 25.2% | ||
| Q1 25 | — | 7.4% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | 4.8% | 7.3% | ||
| Q2 24 | — | 23.6% |
净利率LGNRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | — | 5.7% | ||
| Q3 25 | -0.1% | 20.0% | ||
| Q2 25 | — | 25.6% | ||
| Q1 25 | — | 10.3% | ||
| Q4 24 | — | 14.0% | ||
| Q3 24 | -0.2% | 19.7% | ||
| Q2 24 | — | 19.2% |
每股收益（稀释后）LGNRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | — | $0.09 | ||
| Q3 25 | $-0.02 | $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 | $176.0M | — |
| 总债务越低越好 | $812.6M | — |
| 股东权益账面价值 | $387.9M | $9.1B |
| 总资产 | $2.6B | $53.4B |
| 负债/权益比越低杠杆越低 | 2.10× | — |
8季度趋势，按日历期对齐
现金及短期投资LGNRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | $176.0M | $1.6B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.2B |
总债务LGNRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | $812.6M | $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LGNRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | — | $8.4B | ||
| Q3 25 | $387.9M | $8.5B | ||
| Q2 25 | — | $7.9B | ||
| Q1 25 | — | $7.8B | ||
| Q4 24 | — | $7.8B | ||
| Q3 24 | — | $7.7B | ||
| Q2 24 | — | $7.3B |
总资产LGNRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | — | $53.1B | ||
| Q3 25 | $2.6B | $47.2B | ||
| Q2 25 | — | $44.3B | ||
| Q1 25 | — | $45.3B | ||
| Q4 24 | — | $46.0B | ||
| Q3 24 | — | $42.3B | ||
| Q2 24 | — | $42.0B |
负债/权益比LGNRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | 2.10× | 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 | $162.1M | — |
| 自由现金流经营现金流 - 资本支出 | $137.4M | — |
| 自由现金流率自由现金流/营收 | 19.4% | — |
| 资本支出强度资本支出/营收 | 3.5% | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流LGNRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $-114.6M | ||
| Q3 25 | $162.1M | $-2.0B | ||
| Q2 25 | — | $-557.1M | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $-1.8B | ||
| Q3 24 | — | $768.1M | ||
| Q2 24 | — | $-55.7M |
自由现金流LGNRITM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $137.4M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率LGNRITM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 19.4% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度LGNRITM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 3.5% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率LGNRITM
| 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
LGN
| Installation And Fabrication | $408.7M | 58% |
| Engineering And Design | $110.9M | 16% |
| Program And Project Management | $101.2M | 14% |
| Maintenance And Service | $87.1M | 12% |
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% |
