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NCR Atleos Corp（NATL）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
NCR Atleos Corp的季度营收约是Rithm Capital Corp.的1.4倍（$1.2B vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 7.2%，领先6.0%），Rithm Capital Corp.同比增速更快（508.5% vs 4.0%），过去两年NCR Atleos Corp的营收复合增速更高（4.9% vs -17.9%）
NCR Atleos Corp 前身为NCR公司（National Cash Register），是全球知名的软件、咨询与技术企业，提供多元专业服务与电子产品，业务覆盖自助服务 kiosk、销售点终端、自动柜员机、支票处理系统、条码扫描器等商用软硬件的研发与生产，服务全球各行业客户的数字化运营需求。
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。
NATL vs RITM — 直观对比
营收规模更大
NATL
是对方的1.4倍
$828.2M
营收增速更快
RITM
高出504.5%
4.0%
净利率更高
RITM
高出6.0%
7.2%
两年增速更快
NATL
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $828.2M |
| 净利润 | $83.0M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | 13.5% | 29.9% |
| 净利率 | 7.2% | 13.2% |
| 营收同比 | 4.0% | 508.5% |
| 净利润同比 | 102.4% | 27.7% |
| 每股收益（稀释后） | $1.09 | $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NATLRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $1.2B | $1.5B | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $979.0M | $768.4M | ||
| Q4 24 | $1.1B | $2.1B | ||
| Q3 24 | $1.1B | $619.5M | ||
| Q2 24 | $1.1B | $1.2B |
净利润NATLRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $83.0M | $85.0M | ||
| Q3 25 | $26.0M | $221.5M | ||
| Q2 25 | $39.0M | $311.7M | ||
| Q1 25 | $14.0M | $78.8M | ||
| Q4 24 | $41.0M | $290.2M | ||
| Q3 24 | $21.0M | $121.7M | ||
| Q2 24 | $27.0M | $235.6M |
营业利润率NATLRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 13.5% | 13.8% | ||
| Q3 25 | 9.8% | 21.4% | ||
| Q2 25 | 10.8% | 25.2% | ||
| Q1 25 | 9.5% | 7.4% | ||
| Q4 24 | 13.4% | 23.8% | ||
| Q3 24 | 10.6% | 7.3% | ||
| Q2 24 | 9.8% | 23.6% |
净利率NATLRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 7.2% | 5.7% | ||
| Q3 25 | 2.3% | 20.0% | ||
| Q2 25 | 3.5% | 25.6% | ||
| Q1 25 | 1.4% | 10.3% | ||
| Q4 24 | 3.7% | 14.0% | ||
| Q3 24 | 2.0% | 19.7% | ||
| Q2 24 | 2.5% | 19.2% |
每股收益（稀释后）NATLRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $1.09 | $0.09 | ||
| Q3 25 | $0.34 | $0.35 | ||
| Q2 25 | $0.52 | $0.53 | ||
| Q1 25 | $0.19 | $0.07 | ||
| Q4 24 | $0.56 | $0.50 | ||
| Q3 24 | $0.28 | $0.20 | ||
| Q2 24 | $0.37 | $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 | $456.0M | — |
| 总债务越低越好 | $2.7B | — |
| 股东权益账面价值 | $403.0M | $9.1B |
| 总资产 | $5.7B | $53.4B |
| 负债/权益比越低杠杆越低 | 6.63× | — |
8季度趋势，按日历期对齐
现金及短期投资NATLRITM
| Q1 26 | — | — | ||
| Q4 25 | $456.0M | $1.8B | ||
| Q3 25 | $412.0M | $1.6B | ||
| Q2 25 | $357.0M | $1.6B | ||
| Q1 25 | $352.0M | $1.5B | ||
| Q4 24 | $419.0M | $1.5B | ||
| Q3 24 | $395.0M | $1.6B | ||
| Q2 24 | $374.0M | $1.2B |
总债务NATLRITM
| Q1 26 | — | — | ||
| Q4 25 | $2.7B | $35.4B | ||
| Q3 25 | $2.8B | $32.2B | ||
| Q2 25 | $2.8B | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | $2.9B | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益NATLRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $403.0M | $8.4B | ||
| Q3 25 | $330.0M | $8.5B | ||
| Q2 25 | $350.0M | $7.9B | ||
| Q1 25 | $275.0M | $7.8B | ||
| Q4 24 | $219.0M | $7.8B | ||
| Q3 24 | $264.0M | $7.7B | ||
| Q2 24 | $250.0M | $7.3B |
总资产NATLRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $5.7B | $53.1B | ||
| Q3 25 | $5.7B | $47.2B | ||
| Q2 25 | $5.8B | $44.3B | ||
| Q1 25 | $5.7B | $45.3B | ||
| Q4 24 | $5.5B | $46.0B | ||
| Q3 24 | $5.7B | $42.3B | ||
| Q2 24 | $5.8B | $42.0B |
负债/权益比NATLRITM
| Q1 26 | — | — | ||
| Q4 25 | 6.63× | 4.20× | ||
| Q3 25 | 8.45× | 3.79× | ||
| Q2 25 | 8.05× | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | 13.05× | 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 | $231.0M | — |
| 自由现金流经营现金流 - 资本支出 | $194.0M | — |
| 自由现金流率自由现金流/营收 | 16.8% | — |
| 资本支出强度资本支出/营收 | 3.2% | — |
| 现金转化率经营现金流/净利润 | 2.78× | — |
| 过去12个月自由现金流最近4个季度 | $239.0M | — |
8季度趋势，按日历期对齐
经营现金流NATLRITM
| Q1 26 | — | — | ||
| Q4 25 | $231.0M | $-114.6M | ||
| Q3 25 | $25.0M | $-2.0B | ||
| Q2 25 | $-23.0M | $-557.1M | ||
| Q1 25 | $123.0M | $1.4B | ||
| Q4 24 | $80.0M | $-1.8B | ||
| Q3 24 | $107.0M | $768.1M | ||
| Q2 24 | $9.0M | $-55.7M |
自由现金流NATLRITM
| Q1 26 | — | — | ||
| Q4 25 | $194.0M | — | ||
| Q3 25 | $-5.0M | — | ||
| Q2 25 | $-44.0M | — | ||
| Q1 25 | $94.0M | — | ||
| Q4 24 | $62.0M | — | ||
| Q3 24 | $85.0M | — | ||
| Q2 24 | $-14.0M | — |
自由现金流率NATLRITM
| Q1 26 | — | — | ||
| Q4 25 | 16.8% | — | ||
| Q3 25 | -0.4% | — | ||
| Q2 25 | -4.0% | — | ||
| Q1 25 | 9.6% | — | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 7.9% | — | ||
| Q2 24 | -1.3% | — |
资本支出强度NATLRITM
| Q1 26 | — | — | ||
| Q4 25 | 3.2% | — | ||
| Q3 25 | 2.7% | — | ||
| Q2 25 | 1.9% | — | ||
| Q1 25 | 3.0% | — | ||
| Q4 24 | 1.6% | — | ||
| Q3 24 | 2.1% | — | ||
| Q2 24 | 2.1% | — |
现金转化率NATLRITM
| Q1 26 | — | — | ||
| Q4 25 | 2.78× | -1.35× | ||
| Q3 25 | 0.96× | -9.22× | ||
| Q2 25 | -0.59× | -1.79× | ||
| Q1 25 | 8.79× | 18.03× | ||
| Q4 24 | 1.95× | -6.04× | ||
| Q3 24 | 5.10× | 6.31× | ||
| Q2 24 | 0.33× | -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
NATL
| Services | $848.0M | 74% |
| APJ | $136.0M | 12% |
| Americas Excluding United States | $135.0M | 12% |
| TT | $44.0M | 4% |
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% |
