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Lyft, Inc.（LYFT）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
Lyft, Inc.的季度营收约是Rithm Capital Corp.的1.8倍（$1.5B vs $828.2M），Lyft, Inc.净利率更高（183.9% vs 13.2%，领先170.7%），Rithm Capital Corp.同比增速更快（508.5% vs 3.6%），过去两年Lyft, Inc.的营收复合增速更高（11.3% vs -17.9%）
Lyft是美国仅次于优步的第二大网约车企业，在美国、加拿大提供网约车、电动滑板车及共享单车服务，还通过Free Now应用覆盖欧洲市场，目前拥有2500万活跃乘客，日均完成900万次出行订单。
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。
LYFT vs RITM — 直观对比
营收规模更大
LYFT
是对方的1.8倍
$828.2M
营收增速更快
RITM
高出504.9%
3.6%
净利率更高
LYFT
高出170.7%
13.2%
两年增速更快
LYFT
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $828.2M |
| 净利润 | $2.8B | $109.5M |
| 毛利率 | 35.1% | — |
| 营业利润率 | -12.4% | 29.9% |
| 净利率 | 183.9% | 13.2% |
| 营收同比 | 3.6% | 508.5% |
| 净利润同比 | 4363.0% | 27.7% |
| 每股收益（稀释后） | $6.59 | $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LYFTRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $1.5B | $1.5B | ||
| Q3 25 | $1.5B | $1.1B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.4B | $768.4M | ||
| Q4 24 | $1.4B | $2.1B | ||
| Q3 24 | $1.4B | $619.5M | ||
| Q2 24 | $1.3B | $1.2B |
净利润LYFTRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $2.8B | $85.0M | ||
| Q3 25 | $46.1M | $221.5M | ||
| Q2 25 | $40.3M | $311.7M | ||
| Q1 25 | $2.6M | $78.8M | ||
| Q4 24 | $61.7M | $290.2M | ||
| Q3 24 | $-12.4M | $121.7M | ||
| Q2 24 | $5.0M | $235.6M |
毛利率LYFTRITM
| Q1 26 | — | — | ||
| Q4 25 | 35.1% | — | ||
| Q3 25 | 40.0% | — | ||
| Q2 25 | 36.7% | — | ||
| Q1 25 | 37.2% | — | ||
| Q4 24 | 39.5% | — | ||
| Q3 24 | 36.0% | — | ||
| Q2 24 | 38.0% | — |
营业利润率LYFTRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | -12.4% | 13.8% | ||
| Q3 25 | 1.5% | 21.4% | ||
| Q2 25 | 0.2% | 25.2% | ||
| Q1 25 | -2.1% | 7.4% | ||
| Q4 24 | 1.9% | 23.8% | ||
| Q3 24 | -4.1% | 7.3% | ||
| Q2 24 | -2.1% | 23.6% |
净利率LYFTRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 183.9% | 5.7% | ||
| Q3 25 | 3.0% | 20.0% | ||
| Q2 25 | 2.7% | 25.6% | ||
| Q1 25 | 0.2% | 10.3% | ||
| Q4 24 | 4.3% | 14.0% | ||
| Q3 24 | -0.9% | 19.7% | ||
| Q2 24 | 0.4% | 19.2% |
每股收益（稀释后）LYFTRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $6.59 | $0.09 | ||
| Q3 25 | $0.11 | $0.35 | ||
| Q2 25 | $0.10 | $0.53 | ||
| Q1 25 | $0.01 | $0.07 | ||
| Q4 24 | $0.16 | $0.50 | ||
| Q3 24 | $-0.03 | $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 | $1.8B | — |
| 总债务越低越好 | $1.1B | — |
| 股东权益账面价值 | $3.3B | $9.1B |
| 总资产 | $9.0B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.32× | — |
8季度趋势，按日历期对齐
现金及短期投资LYFTRITM
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $1.8B | ||
| Q3 25 | $2.0B | $1.6B | ||
| Q2 25 | $1.8B | $1.6B | ||
| Q1 25 | $2.2B | $1.5B | ||
| Q4 24 | $2.0B | $1.5B | ||
| Q3 24 | $1.9B | $1.6B | ||
| Q2 24 | $1.8B | $1.2B |
总债务LYFTRITM
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $35.4B | ||
| Q3 25 | $1.1B | $32.2B | ||
| Q2 25 | $573.2M | $31.2B | ||
| Q1 25 | $979.9M | $32.2B | ||
| Q4 24 | $995.0M | $32.6B | ||
| Q3 24 | $1.0B | $29.6B | ||
| Q2 24 | $1.0B | $30.1B |
股东权益LYFTRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $3.3B | $8.4B | ||
| Q3 25 | $573.0M | $8.5B | ||
| Q2 25 | $732.7M | $7.9B | ||
| Q1 25 | $838.1M | $7.8B | ||
| Q4 24 | $767.0M | $7.8B | ||
| Q3 24 | $655.8M | $7.7B | ||
| Q2 24 | $577.6M | $7.3B |
总资产LYFTRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $9.0B | $53.1B | ||
| Q3 25 | $5.9B | $47.2B | ||
| Q2 25 | $5.4B | $44.3B | ||
| Q1 25 | $5.7B | $45.3B | ||
| Q4 24 | $5.4B | $46.0B | ||
| Q3 24 | $5.3B | $42.3B | ||
| Q2 24 | $5.0B | $42.0B |
负债/权益比LYFTRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.32× | 4.20× | ||
| Q3 25 | 1.85× | 3.79× | ||
| Q2 25 | 0.78× | 3.92× | ||
| Q1 25 | 1.17× | 4.14× | ||
| Q4 24 | 1.30× | 4.18× | ||
| Q3 24 | 1.53× | 3.87× | ||
| Q2 24 | 1.74× | 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 | $246.2M | — |
| 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 | — | — |
| 现金转化率经营现金流/净利润 | 0.09× | — |
| 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LYFTRITM
| Q1 26 | — | — | ||
| Q4 25 | $246.2M | $-114.6M | ||
| Q3 25 | $291.3M | $-2.0B | ||
| Q2 25 | $343.7M | $-557.1M | ||
| Q1 25 | $287.2M | $1.4B | ||
| Q4 24 | $153.4M | $-1.8B | ||
| Q3 24 | $264.0M | $768.1M | ||
| Q2 24 | $276.2M | $-55.7M |
现金转化率LYFTRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.09× | -1.35× | ||
| Q3 25 | 6.32× | -9.22× | ||
| Q2 25 | 8.53× | -1.79× | ||
| Q1 25 | 111.89× | 18.03× | ||
| Q4 24 | 2.48× | -6.04× | ||
| Q3 24 | — | 6.31× | ||
| Q2 24 | 55.09× | -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
LYFT
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% |
