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蓝威斯顿（LW）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
蓝威斯顿的季度营收约是Rithm Capital Corp.的1.9倍（$1.6B vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 3.5%，领先9.8%），Rithm Capital Corp.同比增速更快（508.5% vs 2.9%），过去两年蓝威斯顿的营收复合增速更高（-1.5% vs -17.9%）
蓝威斯顿控股是美国食品加工企业，为全球规模最大的冷冻薯条、华夫薯条及其他冷冻马铃薯制品的生产商与加工商之一，总部坐落于爱达荷州博伊西市郊的伊格尔市。
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。
LW vs RITM — 直观对比
营收规模更大
LW
是对方的1.9倍
$828.2M
营收增速更快
RITM
高出505.6%
2.9%
净利率更高
RITM
高出9.8%
3.5%
两年增速更快
LW
近两年复合增速
-17.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $828.2M |
| 净利润 | $54.0M | $109.5M |
| 毛利率 | 21.2% | — |
| 营业利润率 | 8.1% | 29.9% |
| 净利率 | 3.5% | 13.2% |
| 营收同比 | 2.9% | 508.5% |
| 净利润同比 | -63.0% | 27.7% |
| 每股收益（稀释后） | $0.39 | $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LWRITM
| Q1 26 | $1.6B | $828.2M | ||
| Q4 25 | $1.6B | $1.5B | ||
| Q3 25 | $1.7B | $1.1B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | $1.5B | $768.4M | ||
| Q4 24 | $1.6B | $2.1B | ||
| Q3 24 | $1.7B | $619.5M | ||
| Q2 24 | $1.6B | $1.2B |
净利润LWRITM
| Q1 26 | $54.0M | $109.5M | ||
| Q4 25 | $62.1M | $85.0M | ||
| Q3 25 | $64.3M | $221.5M | ||
| Q2 25 | $119.9M | $311.7M | ||
| Q1 25 | $146.0M | $78.8M | ||
| Q4 24 | $-36.1M | $290.2M | ||
| Q3 24 | $127.4M | $121.7M | ||
| Q2 24 | $129.6M | $235.6M |
毛利率LWRITM
| Q1 26 | 21.2% | — | ||
| Q4 25 | 20.0% | — | ||
| Q3 25 | 20.6% | — | ||
| Q2 25 | 20.4% | — | ||
| Q1 25 | 27.8% | — | ||
| Q4 24 | 17.4% | — | ||
| Q3 24 | 21.5% | — | ||
| Q2 24 | 24.1% | — |
营业利润率LWRITM
| Q1 26 | 8.1% | 29.9% | ||
| Q4 25 | 8.6% | 13.8% | ||
| Q3 25 | 9.4% | 21.4% | ||
| Q2 25 | 11.1% | 25.2% | ||
| Q1 25 | 16.4% | 7.4% | ||
| Q4 24 | 1.2% | 23.8% | ||
| Q3 24 | 12.8% | 7.3% | ||
| Q2 24 | 13.2% | 23.6% |
净利率LWRITM
| Q1 26 | 3.5% | 13.2% | ||
| Q4 25 | 3.8% | 5.7% | ||
| Q3 25 | 3.9% | 20.0% | ||
| Q2 25 | 7.2% | 25.6% | ||
| Q1 25 | 9.6% | 10.3% | ||
| Q4 24 | -2.3% | 14.0% | ||
| Q3 24 | 7.7% | 19.7% | ||
| Q2 24 | 8.0% | 19.2% |
每股收益（稀释后）LWRITM
| Q1 26 | $0.39 | $0.12 | ||
| Q4 25 | $0.44 | $0.09 | ||
| Q3 25 | $0.46 | $0.35 | ||
| Q2 25 | $0.84 | $0.53 | ||
| Q1 25 | $1.03 | $0.07 | ||
| Q4 24 | $-0.25 | $0.50 | ||
| Q3 24 | $0.88 | $0.20 | ||
| Q2 24 | $0.89 | $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 | $57.5M | — |
| 总债务越低越好 | $3.6B | — |
| 股东权益账面价值 | $1.8B | $9.1B |
| 总资产 | $7.4B | $53.4B |
| 负债/权益比越低杠杆越低 | 1.99× | — |
8季度趋势，按日历期对齐
现金及短期投资LWRITM
| Q1 26 | $57.5M | — | ||
| Q4 25 | $82.7M | $1.8B | ||
| Q3 25 | $98.6M | $1.6B | ||
| Q2 25 | $70.7M | $1.6B | ||
| Q1 25 | $67.5M | $1.5B | ||
| Q4 24 | $79.0M | $1.5B | ||
| Q3 24 | $120.8M | $1.6B | ||
| Q2 24 | $71.4M | $1.2B |
总债务LWRITM
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.6B | $35.4B | ||
| Q3 25 | $3.7B | $32.2B | ||
| Q2 25 | $3.7B | $31.2B | ||
| Q1 25 | $3.7B | $32.2B | ||
| Q4 24 | $3.7B | $32.6B | ||
| Q3 24 | $3.4B | $29.6B | ||
| Q2 24 | $3.4B | $30.1B |
股东权益LWRITM
| Q1 26 | $1.8B | $9.1B | ||
| Q4 25 | $1.8B | $8.4B | ||
| Q3 25 | $1.8B | $8.5B | ||
| Q2 25 | $1.7B | $7.9B | ||
| Q1 25 | $1.6B | $7.8B | ||
| Q4 24 | $1.6B | $7.8B | ||
| Q3 24 | $1.8B | $7.7B | ||
| Q2 24 | $1.8B | $7.3B |
总资产LWRITM
| Q1 26 | $7.4B | $53.4B | ||
| Q4 25 | $7.3B | $53.1B | ||
| Q3 25 | $7.2B | $47.2B | ||
| Q2 25 | $7.4B | $44.3B | ||
| Q1 25 | $7.4B | $45.3B | ||
| Q4 24 | $7.5B | $46.0B | ||
| Q3 24 | $7.5B | $42.3B | ||
| Q2 24 | $7.4B | $42.0B |
负债/权益比LWRITM
| Q1 26 | 1.99× | — | ||
| Q4 25 | 2.08× | 4.20× | ||
| Q3 25 | 2.05× | 3.79× | ||
| Q2 25 | 2.12× | 3.92× | ||
| Q1 25 | 2.25× | 4.14× | ||
| Q4 24 | 2.26× | 4.18× | ||
| Q3 24 | 1.87× | 3.87× | ||
| Q2 24 | 1.92× | 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 | $65.2M | — |
| 自由现金流经营现金流 - 资本支出 | $-36.3M | — |
| 自由现金流率自由现金流/营收 | -2.3% | — |
| 资本支出强度资本支出/营收 | 6.5% | — |
| 现金转化率经营现金流/净利润 | 1.21× | — |
| 过去12个月自由现金流最近4个季度 | $569.2M | — |
8季度趋势，按日历期对齐
经营现金流LWRITM
| Q1 26 | $65.2M | — | ||
| Q4 25 | $178.4M | $-114.6M | ||
| Q3 25 | $352.0M | $-2.0B | ||
| Q2 25 | $868.3M | $-557.1M | ||
| Q1 25 | $56.0M | $1.4B | ||
| Q4 24 | $99.1M | $-1.8B | ||
| Q3 24 | $330.2M | $768.1M | ||
| Q2 24 | $798.2M | $-55.7M |
自由现金流LWRITM
| Q1 26 | $-36.3M | — | ||
| Q4 25 | $101.0M | — | ||
| Q3 25 | $274.4M | — | ||
| Q2 25 | $230.1M | — | ||
| Q1 25 | $-19.8M | — | ||
| Q4 24 | $-49.6M | — | ||
| Q3 24 | $4.3M | — | ||
| Q2 24 | $-131.3M | — |
自由现金流率LWRITM
| Q1 26 | -2.3% | — | ||
| Q4 25 | 6.2% | — | ||
| Q3 25 | 16.5% | — | ||
| Q2 25 | 13.7% | — | ||
| Q1 25 | -1.3% | — | ||
| Q4 24 | -3.1% | — | ||
| Q3 24 | 0.3% | — | ||
| Q2 24 | -8.1% | — |
资本支出强度LWRITM
| Q1 26 | 6.5% | — | ||
| Q4 25 | 4.8% | — | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | 38.1% | — | ||
| Q1 25 | 5.0% | — | ||
| Q4 24 | 9.3% | — | ||
| Q3 24 | 19.7% | — | ||
| Q2 24 | 57.7% | — |
现金转化率LWRITM
| Q1 26 | 1.21× | — | ||
| Q4 25 | 2.87× | -1.35× | ||
| Q3 25 | 5.47× | -9.22× | ||
| Q2 25 | 7.24× | -1.79× | ||
| Q1 25 | 0.38× | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | 2.59× | 6.31× | ||
| Q2 24 | 6.16× | -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
LW
| Segments North America | $1.0B | 66% |
| Segments International | $529.8M | 34% |
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% |
