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Mid-America Apartment Communities（MAA）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Mid-America Apartment Communities的1.5倍（$828.2M vs $553.7M），Rithm Capital Corp.同比增速更快（508.5% vs 438.7%），过去两年Mid-America Apartment Communities的营收复合增速更高（0.7% vs -17.9%）
Mid-America Apartment Communities（股票代码：MAA）是一家公开上市的房地产投资信托基金，总部位于美国田纳西州孟菲斯市，核心业务为投资美国东南部及西南部地区的公寓物业，深耕美国高增长区域住宅不动产赛道，为股东创造稳定的长期投资回报。
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。
MAA vs RITM — 直观对比
营收规模更大
RITM
是对方的1.5倍
$553.7M
营收增速更快
RITM
高出69.8%
438.7%
两年增速更快
MAA
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $553.7M | $828.2M |
| 净利润 | — | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | — | 29.9% |
| 净利率 | — | 13.2% |
| 营收同比 | 438.7% | 508.5% |
| 净利润同比 | — | 27.7% |
| 每股收益（稀释后） | $4.34 | $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MAARITM
| Q1 26 | $553.7M | $828.2M | ||
| Q4 25 | $555.6M | $1.5B | ||
| Q3 25 | $554.4M | $1.1B | ||
| Q2 25 | $549.9M | $1.2B | ||
| Q1 25 | $549.3M | $768.4M | ||
| Q4 24 | $549.8M | $2.1B | ||
| Q3 24 | $551.1M | $619.5M | ||
| Q2 24 | $546.4M | $1.2B |
净利润MAARITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $57.6M | $85.0M | ||
| Q3 25 | $99.5M | $221.5M | ||
| Q2 25 | $108.1M | $311.7M | ||
| Q1 25 | $181.7M | $78.8M | ||
| Q4 24 | $166.6M | $290.2M | ||
| Q3 24 | $115.2M | $121.7M | ||
| Q2 24 | $102.0M | $235.6M |
营业利润率MAARITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 10.4% | 13.8% | ||
| Q3 25 | 18.7% | 21.4% | ||
| Q2 25 | 20.2% | 25.2% | ||
| Q1 25 | 34.0% | 7.4% | ||
| Q4 24 | 31.3% | 23.8% | ||
| Q3 24 | 21.5% | 7.3% | ||
| Q2 24 | 19.3% | 23.6% |
净利率MAARITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 10.4% | 5.7% | ||
| Q3 25 | 18.0% | 20.0% | ||
| Q2 25 | 19.7% | 25.6% | ||
| Q1 25 | 33.1% | 10.3% | ||
| Q4 24 | 30.3% | 14.0% | ||
| Q3 24 | 20.9% | 19.7% | ||
| Q2 24 | 18.7% | 19.2% |
每股收益（稀释后）MAARITM
| Q1 26 | $4.34 | $0.12 | ||
| Q4 25 | $0.48 | $0.09 | ||
| Q3 25 | $0.84 | $0.35 | ||
| Q2 25 | $0.92 | $0.53 | ||
| Q1 25 | $1.54 | $0.07 | ||
| Q4 24 | $1.43 | $0.50 | ||
| Q3 24 | $0.98 | $0.20 | ||
| Q2 24 | $0.86 | $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MAARITM
| Q1 26 | — | — | ||
| Q4 25 | $60.3M | $1.8B | ||
| Q3 25 | $32.2M | $1.6B | ||
| Q2 25 | $54.5M | $1.6B | ||
| Q1 25 | $55.8M | $1.5B | ||
| Q4 24 | $43.0M | $1.5B | ||
| Q3 24 | $50.2M | $1.6B | ||
| Q2 24 | $62.8M | $1.2B |
总债务MAARITM
| 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MAARITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $5.7B | $8.4B | ||
| Q3 25 | $5.8B | $8.5B | ||
| Q2 25 | $5.9B | $7.9B | ||
| Q1 25 | $5.9B | $7.8B | ||
| Q4 24 | $5.9B | $7.8B | ||
| Q3 24 | $5.9B | $7.7B | ||
| Q2 24 | $6.0B | $7.3B |
总资产MAARITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $12.0B | $53.1B | ||
| Q3 25 | $11.9B | $47.2B | ||
| Q2 25 | $11.8B | $44.3B | ||
| Q1 25 | $11.8B | $45.3B | ||
| Q4 24 | $11.8B | $46.0B | ||
| Q3 24 | $11.8B | $42.3B | ||
| Q2 24 | $11.6B | $42.0B |
负债/权益比MAARITM
| 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
MAA
| Same Store Communities | $517.0M | 93% |
| Non-Same Store Communities | $22.1M | 4% |
| Lease-up/Development Communities | $7.7M | 1% |
| Commercial Property/Land | $7.0M | 1% |
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% |
