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NEWMARKET CORP(NEU)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NEWMARKET CORP的1.2倍($828.2M vs $669.7M),NEWMARKET CORP净利率更高(17.6% vs 13.2%,领先4.4%),Rithm Capital Corp.同比增速更快(508.5% vs -4.5%),过去两年NEWMARKET CORP的营收复合增速更高(-2.9% vs -17.9%)
Newmarket Corporation是美国上市企业,主营业务服务于石油添加剂行业,总部位于弗吉尼亚州里士满,业务布局覆盖北美、拉美、欧洲、中东及亚太地区,其前身为1887年成立的阿尔伯马尔造纸制造公司。
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。
NEU vs RITM — 直观对比
营收规模更大
RITM
是对方的1.2倍
$669.7M
营收增速更快
RITM
高出512.9%
-4.5%
净利率更高
NEU
高出4.4%
13.2%
两年增速更快
NEU
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $669.7M | $828.2M |
| 净利润 | $118.1M | $109.5M |
| 毛利率 | 33.0% | — |
| 营业利润率 | 21.4% | 29.9% |
| 净利率 | 17.6% | 13.2% |
| 营收同比 | -4.5% | 508.5% |
| 净利润同比 | -6.3% | 27.7% |
| 每股收益(稀释后) | $12.62 | $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
NEU
RITM
| Q1 26 | $669.7M | $828.2M | ||
| Q4 25 | $635.4M | $1.5B | ||
| Q3 25 | $690.3M | $1.1B | ||
| Q2 25 | $698.5M | $1.2B | ||
| Q1 25 | $700.9M | $768.4M | ||
| Q4 24 | $654.6M | $2.1B | ||
| Q3 24 | $724.9M | $619.5M | ||
| Q2 24 | $710.2M | $1.2B |
净利润
NEU
RITM
| Q1 26 | $118.1M | $109.5M | ||
| Q4 25 | $81.3M | $85.0M | ||
| Q3 25 | $100.3M | $221.5M | ||
| Q2 25 | $111.2M | $311.7M | ||
| Q1 25 | $125.9M | $78.8M | ||
| Q4 24 | $110.7M | $290.2M | ||
| Q3 24 | $132.3M | $121.7M | ||
| Q2 24 | $111.6M | $235.6M |
毛利率
NEU
RITM
| Q1 26 | 33.0% | — | ||
| Q4 25 | 30.0% | — | ||
| Q3 25 | 30.4% | — | ||
| Q2 25 | 31.6% | — | ||
| Q1 25 | 33.7% | — | ||
| Q4 24 | 31.7% | — | ||
| Q3 24 | 33.6% | — | ||
| Q2 24 | 30.8% | — |
营业利润率
NEU
RITM
| Q1 26 | 21.4% | 29.9% | ||
| Q4 25 | 17.3% | 13.8% | ||
| Q3 25 | 18.9% | 21.4% | ||
| Q2 25 | 20.5% | 25.2% | ||
| Q1 25 | 22.8% | 7.4% | ||
| Q4 24 | 20.3% | 23.8% | ||
| Q3 24 | 23.4% | 7.3% | ||
| Q2 24 | 20.7% | 23.6% |
净利率
NEU
RITM
| Q1 26 | 17.6% | 13.2% | ||
| Q4 25 | 12.8% | 5.7% | ||
| Q3 25 | 14.5% | 20.0% | ||
| Q2 25 | 15.9% | 25.6% | ||
| Q1 25 | 18.0% | 10.3% | ||
| Q4 24 | 16.9% | 14.0% | ||
| Q3 24 | 18.3% | 19.7% | ||
| Q2 24 | 15.7% | 19.2% |
每股收益(稀释后)
NEU
RITM
| Q1 26 | $12.62 | $0.12 | ||
| Q4 25 | $8.67 | $0.09 | ||
| Q3 25 | $10.67 | $0.35 | ||
| Q2 25 | $11.84 | $0.53 | ||
| Q1 25 | $13.26 | $0.07 | ||
| Q4 24 | $11.57 | $0.50 | ||
| Q3 24 | $13.79 | $0.20 | ||
| Q2 24 | $11.63 | $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 | $73.2M | — |
| 总债务越低越好 | $939.6M | — |
| 股东权益账面价值 | $1.7B | $9.1B |
| 总资产 | $3.5B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.54× | — |
8季度趋势,按日历期对齐
现金及短期投资
NEU
RITM
| Q1 26 | $73.2M | — | ||
| Q4 25 | $77.6M | $1.8B | ||
| Q3 25 | $102.5M | $1.6B | ||
| Q2 25 | $70.3M | $1.6B | ||
| Q1 25 | $118.3M | $1.5B | ||
| Q4 24 | $77.5M | $1.5B | ||
| Q3 24 | $80.3M | $1.6B | ||
| Q2 24 | $87.6M | $1.2B |
总债务
NEU
RITM
| Q1 26 | $939.6M | — | ||
| Q4 25 | $883.4M | $35.4B | ||
| Q3 25 | $783.1M | $32.2B | ||
| Q2 25 | $841.8M | $31.2B | ||
| Q1 25 | $990.6M | $32.2B | ||
| Q4 24 | $971.3M | $32.6B | ||
| Q3 24 | $1.1B | $29.6B | ||
| Q2 24 | $1.2B | $30.1B |
股东权益
NEU
RITM
| Q1 26 | $1.7B | $9.1B | ||
| Q4 25 | $1.8B | $8.4B | ||
| Q3 25 | $1.7B | $8.5B | ||
| Q2 25 | $1.6B | $7.9B | ||
| Q1 25 | $1.5B | $7.8B | ||
| Q4 24 | $1.5B | $7.8B | ||
| Q3 24 | $1.4B | $7.7B | ||
| Q2 24 | $1.2B | $7.3B |
总资产
NEU
RITM
| Q1 26 | $3.5B | $53.4B | ||
| Q4 25 | $3.5B | $53.1B | ||
| Q3 25 | $3.2B | $47.2B | ||
| Q2 25 | $3.2B | $44.3B | ||
| Q1 25 | $3.2B | $45.3B | ||
| Q4 24 | $3.1B | $46.0B | ||
| Q3 24 | $3.2B | $42.3B | ||
| Q2 24 | $3.2B | $42.0B |
负债/权益比
NEU
RITM
| Q1 26 | 0.54× | — | ||
| Q4 25 | 0.50× | 4.20× | ||
| Q3 25 | 0.46× | 3.79× | ||
| Q2 25 | 0.52× | 3.92× | ||
| Q1 25 | 0.65× | 4.14× | ||
| Q4 24 | 0.66× | 4.18× | ||
| Q3 24 | 0.80× | 3.87× | ||
| Q2 24 | 0.95× | 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
NEU
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% |