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Mobileye Global Inc.（MBLY）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Mobileye Global Inc.的1.5倍（$828.2M vs $558.0M），Rithm Capital Corp.同比增速更快（508.5% vs 27.4%），过去两年Mobileye Global Inc.的营收复合增速更高（12.7% vs -17.9%）
Mobileye Global Inc.注册地为美国，总部位于以色列，是自动驾驶领域的知名企业，专注研发自动驾驶技术与高级驾驶辅助系统（ADAS），产品涵盖摄像头、计算芯片及配套软件。公司2017年被英特尔收购，2022年重新上市。
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。
MBLY vs RITM — 直观对比
营收规模更大
RITM
是对方的1.5倍
$558.0M
营收增速更快
RITM
高出481.1%
27.4%
两年增速更快
MBLY
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $558.0M | $828.2M |
| 净利润 | — | $109.5M |
| 毛利率 | 49.3% | — |
| 营业利润率 | -647.5% | 29.9% |
| 净利率 | — | 13.2% |
| 营收同比 | 27.4% | 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MBLYRITM
| Q1 26 | $558.0M | $828.2M | ||
| Q4 25 | $446.0M | $1.5B | ||
| Q3 25 | $504.0M | $1.1B | ||
| Q2 25 | $506.0M | $1.2B | ||
| Q1 25 | $438.0M | $768.4M | ||
| Q4 24 | $490.0M | $2.1B | ||
| Q3 24 | $486.0M | $619.5M | ||
| Q2 24 | $439.0M | $1.2B |
净利润MBLYRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $-127.0M | $85.0M | ||
| Q3 25 | $-96.0M | $221.5M | ||
| Q2 25 | $-67.0M | $311.7M | ||
| Q1 25 | $-102.0M | $78.8M | ||
| Q4 24 | $-71.0M | $290.2M | ||
| Q3 24 | $-2.7B | $121.7M | ||
| Q2 24 | $-86.0M | $235.6M |
毛利率MBLYRITM
| Q1 26 | 49.3% | — | ||
| Q4 25 | 45.3% | — | ||
| Q3 25 | 48.2% | — | ||
| Q2 25 | 49.8% | — | ||
| Q1 25 | 47.3% | — | ||
| Q4 24 | 49.2% | — | ||
| Q3 24 | 48.8% | — | ||
| Q2 24 | 47.6% | — |
营业利润率MBLYRITM
| Q1 26 | -647.5% | 29.9% | ||
| Q4 25 | -31.4% | 13.8% | ||
| Q3 25 | -21.6% | 21.4% | ||
| Q2 25 | -14.6% | 25.2% | ||
| Q1 25 | -26.7% | 7.4% | ||
| Q4 24 | -17.6% | 23.8% | ||
| Q3 24 | -577.6% | 7.3% | ||
| Q2 24 | -21.4% | 23.6% |
净利率MBLYRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | -28.5% | 5.7% | ||
| Q3 25 | -19.0% | 20.0% | ||
| Q2 25 | -13.2% | 25.6% | ||
| Q1 25 | -23.3% | 10.3% | ||
| Q4 24 | -14.5% | 14.0% | ||
| Q3 24 | -558.6% | 19.7% | ||
| Q2 24 | -19.6% | 19.2% |
每股收益（稀释后）MBLYRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $-0.15 | $0.09 | ||
| Q3 25 | $-0.12 | $0.35 | ||
| Q2 25 | $-0.08 | $0.53 | ||
| Q1 25 | $-0.13 | $0.07 | ||
| Q4 24 | $-0.09 | $0.50 | ||
| Q3 24 | $-3.35 | $0.20 | ||
| Q2 24 | $-0.11 | $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 | $1.2B | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $9.1B |
| 总资产 | $8.7B | $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MBLYRITM
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.8B | $1.8B | ||
| Q3 25 | $1.7B | $1.6B | ||
| Q2 25 | $1.7B | $1.6B | ||
| Q1 25 | $1.5B | $1.5B | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | $1.3B | $1.6B | ||
| Q2 24 | $1.2B | $1.2B |
总债务MBLYRITM
| 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MBLYRITM
| Q1 26 | $8.2B | $9.1B | ||
| Q4 25 | $11.9B | $8.4B | ||
| Q3 25 | $11.9B | $8.5B | ||
| Q2 25 | $12.1B | $7.9B | ||
| Q1 25 | $12.0B | $7.8B | ||
| Q4 24 | $12.1B | $7.8B | ||
| Q3 24 | $12.1B | $7.7B | ||
| Q2 24 | $14.7B | $7.3B |
总资产MBLYRITM
| Q1 26 | $8.7B | $53.4B | ||
| Q4 25 | $12.5B | $53.1B | ||
| Q3 25 | $12.5B | $47.2B | ||
| Q2 25 | $12.6B | $44.3B | ||
| Q1 25 | $12.5B | $45.3B | ||
| Q4 24 | $12.6B | $46.0B | ||
| Q3 24 | $12.6B | $42.3B | ||
| Q2 24 | $15.3B | $42.0B |
负债/权益比MBLYRITM
| 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 | $75.0M | — |
| 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 | — | — |
| 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MBLYRITM
| Q1 26 | $75.0M | — | ||
| Q4 25 | $113.0M | $-114.6M | ||
| Q3 25 | $167.0M | $-2.0B | ||
| Q2 25 | $213.0M | $-557.1M | ||
| Q1 25 | $109.0M | $1.4B | ||
| Q4 24 | $204.0M | $-1.8B | ||
| Q3 24 | $126.0M | $768.1M | ||
| Q2 24 | $30.0M | $-55.7M |
自由现金流MBLYRITM
| Q1 26 | — | — | ||
| Q4 25 | $86.0M | — | ||
| Q3 25 | $143.0M | — | ||
| Q2 25 | $199.0M | — | ||
| Q1 25 | $95.0M | — | ||
| Q4 24 | $191.0M | — | ||
| Q3 24 | $104.0M | — | ||
| Q2 24 | $6.0M | — |
自由现金流率MBLYRITM
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | — | ||
| Q3 25 | 28.4% | — | ||
| Q2 25 | 39.3% | — | ||
| Q1 25 | 21.7% | — | ||
| Q4 24 | 39.0% | — | ||
| Q3 24 | 21.4% | — | ||
| Q2 24 | 1.4% | — |
资本支出强度MBLYRITM
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | — | ||
| Q3 25 | 4.8% | — | ||
| Q2 25 | 2.8% | — | ||
| Q1 25 | 3.2% | — | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | 4.5% | — | ||
| Q2 24 | 5.5% | — |
现金转化率MBLYRITM
| Q1 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | — | -9.22× | ||
| Q2 25 | — | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | — | 6.31× | ||
| Q2 24 | — | -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
MBLY
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% |
