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Lightspeed Commerce Inc.（LSPD）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Lightspeed Commerce Inc.的1.0倍（$828.2M vs $823.4M），Rithm Capital Corp.净利率更高（13.2% vs -11.1%，领先24.3%），过去两年Lightspeed Commerce Inc.的营收复合增速更高（89.1% vs -17.9%）
Lightspeed Commerce是总部位于加拿大魁北克省蒙特利尔的销售点系统及电商软件服务商，2005年由达克斯·达席尔瓦创立，服务覆盖零售、餐饮、酒店等行业，在北美、欧洲、大洋洲等多地设有办公网点。
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。
LSPD vs RITM — 直观对比
营收规模更大
RITM
是对方的1.0倍
$823.4M
净利率更高
RITM
高出24.3%
-11.1%
两年增速更快
LSPD
近两年复合增速
-17.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $823.4M | $828.2M |
| 净利润 | $-91.3M | $109.5M |
| 毛利率 | 41.1% | — |
| 营业利润率 | -14.1% | 29.9% |
| 净利率 | -11.1% | 13.2% |
| 营收同比 | — | 508.5% |
| 净利润同比 | — | 27.7% |
| 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LSPDRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $823.4M | $1.5B | ||
| Q3 25 | $543.3M | $1.1B | ||
| Q2 25 | $266.1M | $1.2B | ||
| Q1 25 | $253.4M | $768.4M | ||
| Q4 24 | $679.1M | $2.1B | ||
| Q3 24 | $439.4M | $619.5M | ||
| Q2 24 | $209.1M | $1.2B |
净利润LSPDRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $-91.3M | $85.0M | ||
| Q3 25 | $-64.7M | $221.5M | ||
| Q2 25 | $-35.0M | $311.7M | ||
| Q1 25 | $-575.9M | $78.8M | ||
| Q4 24 | $-131.4M | $290.2M | ||
| Q3 24 | $-91.2M | $121.7M | ||
| Q2 24 | $-48.7M | $235.6M |
毛利率LSPDRITM
| Q1 26 | — | — | ||
| Q4 25 | 41.1% | — | ||
| Q3 25 | 41.0% | — | ||
| Q2 25 | 40.7% | — | ||
| Q1 25 | 44.1% | — | ||
| Q4 24 | 42.1% | — | ||
| Q3 24 | 41.9% | — | ||
| Q2 24 | 42.0% | — |
营业利润率LSPDRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | -14.1% | 13.8% | ||
| Q3 25 | -15.1% | 21.4% | ||
| Q2 25 | -16.6% | 25.2% | ||
| Q1 25 | -228.9% | 7.4% | ||
| Q4 24 | -23.8% | 23.8% | ||
| Q3 24 | -25.1% | 7.3% | ||
| Q2 24 | -27.9% | 23.6% |
净利率LSPDRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | -11.1% | 5.7% | ||
| Q3 25 | -11.9% | 20.0% | ||
| Q2 25 | -13.2% | 25.6% | ||
| Q1 25 | -227.3% | 10.3% | ||
| Q4 24 | -19.4% | 14.0% | ||
| Q3 24 | -20.8% | 19.7% | ||
| Q2 24 | -23.3% | 19.2% |
每股收益（稀释后）LSPDRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | — | $0.09 | ||
| Q3 25 | — | $0.35 | ||
| Q2 25 | — | $0.53 | ||
| Q1 25 | $0.10 | $0.07 | ||
| Q4 24 | — | $0.50 | ||
| Q3 24 | — | $0.20 | ||
| Q2 24 | $-0.01 | $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 | — | — |
| 股东权益账面价值 | — | $9.1B |
| 总资产 | — | $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LSPDRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $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LSPDRITM
| 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LSPDRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | — | $8.4B | ||
| Q3 25 | — | $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LSPDRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | — | $53.1B | ||
| Q3 25 | — | $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LSPDRITM
| 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
LSPD
暂无分部数据
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% |
