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乐至宝（LZB）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.的季度营收约是乐至宝的1.5倍（$828.2M vs $541.6M），Rithm Capital Corp.净利率更高（13.2% vs 4.0%，领先9.2%），乐至宝同比增速更快（3.8% vs -40.0%），过去两年乐至宝的营收复合增速更高（-1.1% vs -17.9%）
La-Z-Boy是总部位于美国密歇根州门罗的家具制造企业，主打居家家具产品，涵盖软垫 recliner、沙发、固定座椅、升降椅、沙发床等品类，全球员工规模超过11000人，是休闲家居领域的知名品牌。
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。
LZB vs RITM — 直观对比
营收规模更大
RITM
是对方的1.5倍
$541.6M
营收增速更快
LZB
高出43.8%
-40.0%
净利率更高
RITM
高出9.2%
4.0%
两年增速更快
LZB
近两年复合增速
-17.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $541.6M | $828.2M |
| 净利润 | $21.6M | $109.5M |
| 毛利率 | 43.1% | — |
| 营业利润率 | 5.5% | — |
| 净利率 | 4.0% | 13.2% |
| 营收同比 | 3.8% | -40.0% |
| 净利润同比 | -23.8% | 20.9% |
| 每股收益（稀释后） | $0.52 | $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LZBRITM
| Q1 26 | $541.6M | $828.2M | ||
| Q4 25 | $522.5M | $1.5B | ||
| Q3 25 | $492.2M | $1.1B | ||
| Q2 25 | $570.9M | $1.2B | ||
| Q1 25 | $521.8M | $768.4M | ||
| Q4 24 | $521.0M | $2.1B | ||
| Q3 24 | $495.5M | $619.5M | ||
| Q2 24 | $553.5M | $1.2B |
净利润LZBRITM
| Q1 26 | $21.6M | $109.5M | ||
| Q4 25 | $28.9M | $85.0M | ||
| Q3 25 | $18.2M | $221.5M | ||
| Q2 25 | $14.9M | $311.7M | ||
| Q1 25 | $28.4M | $78.8M | ||
| Q4 24 | $30.0M | $290.2M | ||
| Q3 24 | $26.2M | $121.7M | ||
| Q2 24 | $39.3M | $235.6M |
毛利率LZBRITM
| Q1 26 | 43.1% | — | ||
| Q4 25 | 44.2% | — | ||
| Q3 25 | 42.5% | — | ||
| Q2 25 | 44.0% | — | ||
| Q1 25 | 44.3% | — | ||
| Q4 24 | 44.3% | — | ||
| Q3 24 | 43.1% | — | ||
| Q2 24 | 43.4% | — |
营业利润率LZBRITM
| Q1 26 | 5.5% | — | ||
| Q4 25 | 6.9% | 13.8% | ||
| Q3 25 | 4.5% | 21.4% | ||
| Q2 25 | 5.2% | 25.2% | ||
| Q1 25 | 6.7% | 7.4% | ||
| Q4 24 | 7.4% | 23.8% | ||
| Q3 24 | 6.5% | 7.3% | ||
| Q2 24 | 9.1% | 23.6% |
净利率LZBRITM
| Q1 26 | 4.0% | 13.2% | ||
| Q4 25 | 5.5% | 5.7% | ||
| Q3 25 | 3.7% | 20.0% | ||
| Q2 25 | 2.6% | 25.6% | ||
| Q1 25 | 5.4% | 10.3% | ||
| Q4 24 | 5.8% | 14.0% | ||
| Q3 24 | 5.3% | 19.7% | ||
| Q2 24 | 7.1% | 19.2% |
每股收益（稀释后）LZBRITM
| Q1 26 | $0.52 | $0.12 | ||
| Q4 25 | $0.70 | $0.09 | ||
| Q3 25 | $0.44 | $0.35 | ||
| Q2 25 | $0.35 | $0.53 | ||
| Q1 25 | $0.68 | $0.07 | ||
| Q4 24 | $0.71 | $0.50 | ||
| Q3 24 | $0.61 | $0.20 | ||
| Q2 24 | $0.91 | $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 | $306.1M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $9.1B |
| 总资产 | $2.1B | $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LZBRITM
| Q1 26 | $306.1M | — | ||
| Q4 25 | $338.5M | $1.8B | ||
| Q3 25 | $318.5M | $1.6B | ||
| Q2 25 | $328.4M | $1.6B | ||
| Q1 25 | $314.6M | $1.5B | ||
| Q4 24 | $303.1M | $1.5B | ||
| Q3 24 | $342.3M | $1.6B | ||
| Q2 24 | $341.1M | $1.2B |
总债务LZBRITM
| 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LZBRITM
| Q1 26 | $1.0B | $9.1B | ||
| Q4 25 | $1.0B | $8.4B | ||
| Q3 25 | $1.0B | $8.5B | ||
| Q2 25 | $1.0B | $7.9B | ||
| Q1 25 | $1.0B | $7.8B | ||
| Q4 24 | $1.0B | $7.8B | ||
| Q3 24 | $999.2M | $7.7B | ||
| Q2 24 | $1.0B | $7.3B |
总资产LZBRITM
| Q1 26 | $2.1B | $53.4B | ||
| Q4 25 | $2.0B | $53.1B | ||
| Q3 25 | $1.9B | $47.2B | ||
| Q2 25 | $1.9B | $44.3B | ||
| Q1 25 | $2.0B | $45.3B | ||
| Q4 24 | $1.9B | $46.0B | ||
| Q3 24 | $1.9B | $42.3B | ||
| Q2 24 | $1.9B | $42.0B |
负债/权益比LZBRITM
| 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× |
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 | $89.4M | — |
| 自由现金流经营现金流 - 资本支出 | $71.6M | — |
| 自由现金流率自由现金流/营收 | 13.2% | — |
| 资本支出强度资本支出/营收 | 3.3% | — |
| 现金转化率经营现金流/净利润 | 4.13× | — |
| 过去12个月自由现金流最近4个季度 | $158.2M | — |
8季度趋势，按日历期对齐
经营现金流LZBRITM
| Q1 26 | $89.4M | — | ||
| Q4 25 | $50.0M | $-114.6M | ||
| Q3 25 | $36.3M | $-2.0B | ||
| Q2 25 | $62.0M | $-557.1M | ||
| Q1 25 | $57.0M | $1.4B | ||
| Q4 24 | $15.9M | $-1.8B | ||
| Q3 24 | $52.3M | $768.1M | ||
| Q2 24 | $52.8M | $-55.7M |
自由现金流LZBRITM
| Q1 26 | $71.6M | — | ||
| Q4 25 | $29.6M | — | ||
| Q3 25 | $17.8M | — | ||
| Q2 25 | $39.3M | — | ||
| Q1 25 | $38.2M | — | ||
| Q4 24 | $-1.2M | — | ||
| Q3 24 | $36.7M | — | ||
| Q2 24 | $37.3M | — |
自由现金流率LZBRITM
| Q1 26 | 13.2% | — | ||
| Q4 25 | 5.7% | — | ||
| Q3 25 | 3.6% | — | ||
| Q2 25 | 6.9% | — | ||
| Q1 25 | 7.3% | — | ||
| Q4 24 | -0.2% | — | ||
| Q3 24 | 7.4% | — | ||
| Q2 24 | 6.7% | — |
资本支出强度LZBRITM
| Q1 26 | 3.3% | — | ||
| Q4 25 | 3.9% | — | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | 4.0% | — | ||
| Q1 25 | 3.6% | — | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 2.8% | — |
现金转化率LZBRITM
| Q1 26 | 4.13× | — | ||
| Q4 25 | 1.73× | -1.35× | ||
| Q3 25 | 1.99× | -9.22× | ||
| Q2 25 | 4.15× | -1.79× | ||
| Q1 25 | 2.01× | 18.03× | ||
| Q4 24 | 0.53× | -6.04× | ||
| Q3 24 | 2.00× | 6.31× | ||
| Q2 24 | 1.34× | -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
LZB
| Stationary Upholstery Furniture | $286.2M | 53% |
| Retail Segment | $251.9M | 47% |
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% |
