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诺信（NDSN）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.的季度营收约是诺信的1.1倍（$828.2M vs $751.8M），诺信净利率更高（20.2% vs 13.2%，领先7.0%），诺信同比增速更快（1.0% vs -40.0%），过去两年诺信的营收复合增速更高（9.0% vs -17.9%）
诺信（Nordson Corporation）是总部位于美国的跨国企业，专业设计生产民用及工业场景使用的胶粘剂、密封剂、涂料喷涂设备，同时生产电子元器件检测设备、固化及表面处理技术系统，还布局了医疗设备与组件技术相关业务。
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。
NDSN vs RITM — 直观对比
营收规模更大
RITM
是对方的1.1倍
$751.8M
营收增速更快
NDSN
高出41.0%
-40.0%
净利率更高
NDSN
高出7.0%
13.2%
两年增速更快
NDSN
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $751.8M | $828.2M |
| 净利润 | $151.6M | $109.5M |
| 毛利率 | 56.3% | — |
| 营业利润率 | 28.5% | — |
| 净利率 | 20.2% | 13.2% |
| 营收同比 | 1.0% | -40.0% |
| 净利润同比 | 24.1% | 20.9% |
| 每股收益（稀释后） | $2.67 | $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NDSNRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $751.8M | $1.5B | ||
| Q3 25 | $741.5M | $1.1B | ||
| Q2 25 | $682.9M | $1.2B | ||
| Q1 25 | $615.4M | $768.4M | ||
| Q4 24 | $744.5M | $2.1B | ||
| Q3 24 | $661.6M | $619.5M | ||
| Q2 24 | $650.6M | $1.2B |
净利润NDSNRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $151.6M | $85.0M | ||
| Q3 25 | $125.8M | $221.5M | ||
| Q2 25 | $112.4M | $311.7M | ||
| Q1 25 | $94.7M | $78.8M | ||
| Q4 24 | $122.2M | $290.2M | ||
| Q3 24 | $117.3M | $121.7M | ||
| Q2 24 | $118.2M | $235.6M |
毛利率NDSNRITM
| Q1 26 | — | — | ||
| Q4 25 | 56.3% | — | ||
| Q3 25 | 54.8% | — | ||
| Q2 25 | 54.7% | — | ||
| Q1 25 | 54.6% | — | ||
| Q4 24 | 54.1% | — | ||
| Q3 24 | 55.8% | — | ||
| Q2 24 | 56.2% | — |
营业利润率NDSNRITM
| Q1 26 | — | — | ||
| Q4 25 | 28.5% | 13.8% | ||
| Q3 25 | 25.3% | 21.4% | ||
| Q2 25 | 24.7% | 25.2% | ||
| Q1 25 | 22.9% | 7.4% | ||
| Q4 24 | 24.0% | 23.8% | ||
| Q3 24 | 25.3% | 7.3% | ||
| Q2 24 | 25.9% | 23.6% |
净利率NDSNRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 20.2% | 5.7% | ||
| Q3 25 | 17.0% | 20.0% | ||
| Q2 25 | 16.5% | 25.6% | ||
| Q1 25 | 15.4% | 10.3% | ||
| Q4 24 | 16.4% | 14.0% | ||
| Q3 24 | 17.7% | 19.7% | ||
| Q2 24 | 18.2% | 19.2% |
每股收益（稀释后）NDSNRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $2.67 | $0.09 | ||
| Q3 25 | $2.22 | $0.35 | ||
| Q2 25 | $1.97 | $0.53 | ||
| Q1 25 | $1.65 | $0.07 | ||
| Q4 24 | $2.12 | $0.50 | ||
| Q3 24 | $2.04 | $0.20 | ||
| Q2 24 | $2.05 | $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 | $108.4M | — |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $3.0B | $9.1B |
| 总资产 | $5.9B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.66× | — |
8季度趋势，按日历期对齐
现金及短期投资NDSNRITM
| Q1 26 | — | — | ||
| Q4 25 | $108.4M | $1.8B | ||
| Q3 25 | $147.8M | $1.6B | ||
| Q2 25 | $130.2M | $1.6B | ||
| Q1 25 | $130.4M | $1.5B | ||
| Q4 24 | $116.0M | $1.5B | ||
| Q3 24 | $165.3M | $1.6B | ||
| Q2 24 | $125.4M | $1.2B |
总债务NDSNRITM
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | $35.4B | ||
| Q3 25 | $2.1B | $32.2B | ||
| Q2 25 | $2.2B | $31.2B | ||
| Q1 25 | $2.2B | $32.2B | ||
| Q4 24 | $2.2B | $32.6B | ||
| Q3 24 | $1.5B | $29.6B | ||
| Q2 24 | $1.5B | $30.1B |
股东权益NDSNRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $3.0B | $8.4B | ||
| Q3 25 | $3.0B | $8.5B | ||
| Q2 25 | $3.0B | $7.9B | ||
| Q1 25 | $2.9B | $7.8B | ||
| Q4 24 | $2.9B | $7.8B | ||
| Q3 24 | $2.9B | $7.7B | ||
| Q2 24 | $2.8B | $7.3B |
总资产NDSNRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $5.9B | $53.1B | ||
| Q3 25 | $6.0B | $47.2B | ||
| Q2 25 | $6.1B | $44.3B | ||
| Q1 25 | $5.9B | $45.3B | ||
| Q4 24 | $6.0B | $46.0B | ||
| Q3 24 | $5.2B | $42.3B | ||
| Q2 24 | $5.2B | $42.0B |
负债/权益比NDSNRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.66× | 4.20× | ||
| Q3 25 | 0.71× | 3.79× | ||
| Q2 25 | 0.74× | 3.92× | ||
| Q1 25 | 0.75× | 4.14× | ||
| Q4 24 | 0.75× | 4.18× | ||
| Q3 24 | 0.52× | 3.87× | ||
| Q2 24 | 0.55× | 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 | $202.9M | — |
| 自由现金流经营现金流 - 资本支出 | $193.9M | — |
| 自由现金流率自由现金流/营收 | 25.8% | — |
| 资本支出强度资本支出/营收 | 1.2% | — |
| 现金转化率经营现金流/净利润 | 1.34× | — |
| 过去12个月自由现金流最近4个季度 | $661.1M | — |
8季度趋势，按日历期对齐
经营现金流NDSNRITM
| Q1 26 | — | — | ||
| Q4 25 | $202.9M | $-114.6M | ||
| Q3 25 | $238.0M | $-2.0B | ||
| Q2 25 | $119.2M | $-557.1M | ||
| Q1 25 | $159.1M | $1.4B | ||
| Q4 24 | $96.4M | $-1.8B | ||
| Q3 24 | $164.8M | $768.1M | ||
| Q2 24 | $122.6M | $-55.7M |
自由现金流NDSNRITM
| Q1 26 | — | — | ||
| Q4 25 | $193.9M | — | ||
| Q3 25 | $226.4M | — | ||
| Q2 25 | $103.1M | — | ||
| Q1 25 | $137.7M | — | ||
| Q4 24 | $75.8M | — | ||
| Q3 24 | $143.0M | — | ||
| Q2 24 | $108.2M | — |
自由现金流率NDSNRITM
| Q1 26 | — | — | ||
| Q4 25 | 25.8% | — | ||
| Q3 25 | 30.5% | — | ||
| Q2 25 | 15.1% | — | ||
| Q1 25 | 22.4% | — | ||
| Q4 24 | 10.2% | — | ||
| Q3 24 | 21.6% | — | ||
| Q2 24 | 16.6% | — |
资本支出强度NDSNRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | — | ||
| Q3 25 | 1.6% | — | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | 2.8% | — | ||
| Q3 24 | 3.3% | — | ||
| Q2 24 | 2.2% | — |
现金转化率NDSNRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.34× | -1.35× | ||
| Q3 25 | 1.89× | -9.22× | ||
| Q2 25 | 1.06× | -1.79× | ||
| Q1 25 | 1.68× | 18.03× | ||
| Q4 24 | 0.79× | -6.04× | ||
| Q3 24 | 1.41× | 6.31× | ||
| Q2 24 | 1.04× | -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
NDSN
| Advanced Technology Systems | $624.5M | 83% |
| Other | $127.3M | 17% |
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% |
