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NATIONAL FUEL GAS CO（NFG）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NATIONAL FUEL GAS CO的1.3倍（$828.2M vs $637.9M），NATIONAL FUEL GAS CO净利率更高（28.5% vs 13.2%，领先15.3%），Rithm Capital Corp.同比增速更快（508.5% vs 24.1%），过去两年NATIONAL FUEL GAS CO的营收复合增速更高（6.9% vs -17.9%）
该多元化能源企业成立于1902年，总部位于美国纽约州威廉斯维尔，总资产达62亿美元，下设勘探与生产、管道与存储、燃气集输、公用事业、能源营销五大运营板块，业务覆盖能源产业链上下游多个核心环节。
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。
NFG vs RITM — 直观对比
营收规模更大
RITM
是对方的1.3倍
$637.9M
营收增速更快
RITM
高出484.3%
24.1%
净利率更高
NFG
高出15.3%
13.2%
两年增速更快
NFG
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $637.9M | $828.2M |
| 净利润 | $181.6M | $109.5M |
| 毛利率 | 86.6% | — |
| 营业利润率 | 43.3% | 29.9% |
| 净利率 | 28.5% | 13.2% |
| 营收同比 | 24.1% | 508.5% |
| 净利润同比 | 303.8% | 27.7% |
| 每股收益（稀释后） | $1.98 | $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NFGRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $637.9M | $1.5B | ||
| Q3 25 | $443.1M | $1.1B | ||
| Q2 25 | $527.4M | $1.2B | ||
| Q1 25 | $734.8M | $768.4M | ||
| Q4 24 | $513.8M | $2.1B | ||
| Q3 24 | $310.0M | $619.5M | ||
| Q2 24 | $338.6M | $1.2B |
净利润NFGRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $181.6M | $85.0M | ||
| Q3 25 | $107.3M | $221.5M | ||
| Q2 25 | $149.8M | $311.7M | ||
| Q1 25 | $216.4M | $78.8M | ||
| Q4 24 | $45.0M | $290.2M | ||
| Q3 24 | $-167.6M | $121.7M | ||
| Q2 24 | $-54.2M | $235.6M |
毛利率NFGRITM
| Q1 26 | — | — | ||
| Q4 25 | 86.6% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 94.7% | — | ||
| Q1 25 | 81.6% | — | ||
| Q4 24 | 87.3% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 98.5% | — |
营业利润率NFGRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 43.3% | 13.8% | ||
| Q3 25 | 40.6% | 21.4% | ||
| Q2 25 | 43.7% | 25.2% | ||
| Q1 25 | 43.2% | 7.4% | ||
| Q4 24 | 16.8% | 23.8% | ||
| Q3 24 | -63.4% | 7.3% | ||
| Q2 24 | -15.2% | 23.6% |
净利率NFGRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 28.5% | 5.7% | ||
| Q3 25 | 24.2% | 20.0% | ||
| Q2 25 | 28.4% | 25.6% | ||
| Q1 25 | 29.4% | 10.3% | ||
| Q4 24 | 8.8% | 14.0% | ||
| Q3 24 | -54.1% | 19.7% | ||
| Q2 24 | -16.0% | 19.2% |
每股收益（稀释后）NFGRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $1.98 | $0.09 | ||
| Q3 25 | $1.18 | $0.35 | ||
| Q2 25 | $1.64 | $0.53 | ||
| Q1 25 | $2.37 | $0.07 | ||
| Q4 24 | $0.49 | $0.50 | ||
| Q3 24 | $-1.81 | $0.20 | ||
| Q2 24 | $-0.59 | $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 | $271.4M | — |
| 总债务越低越好 | $2.7B | — |
| 股东权益账面价值 | $3.6B | $9.1B |
| 总资产 | $9.2B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.75× | — |
8季度趋势，按日历期对齐
现金及短期投资NFGRITM
| Q1 26 | — | — | ||
| Q4 25 | $271.4M | $1.8B | ||
| Q3 25 | $43.2M | $1.6B | ||
| Q2 25 | $39.3M | $1.6B | ||
| Q1 25 | $40.0M | $1.5B | ||
| Q4 24 | $48.7M | $1.5B | ||
| Q3 24 | $38.2M | $1.6B | ||
| Q2 24 | $81.4M | $1.2B |
总债务NFGRITM
| Q1 26 | — | — | ||
| Q4 25 | $2.7B | $35.4B | ||
| Q3 25 | $2.7B | $32.2B | ||
| Q2 25 | $2.7B | $31.2B | ||
| Q1 25 | $2.7B | $32.2B | ||
| Q4 24 | $2.7B | $32.6B | ||
| Q3 24 | $2.7B | $29.6B | ||
| Q2 24 | $2.7B | $30.1B |
股东权益NFGRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $3.6B | $8.4B | ||
| Q3 25 | $3.1B | $8.5B | ||
| Q2 25 | $3.0B | $7.9B | ||
| Q1 25 | $2.8B | $7.8B | ||
| Q4 24 | $-76.2M | $7.8B | ||
| Q3 24 | $-15.5M | $7.7B | ||
| Q2 24 | $5.0M | $7.3B |
总资产NFGRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $9.2B | $53.1B | ||
| Q3 25 | $8.7B | $47.2B | ||
| Q2 25 | $8.4B | $44.3B | ||
| Q1 25 | $8.5B | $45.3B | ||
| Q4 24 | $8.3B | $46.0B | ||
| Q3 24 | $8.3B | $42.3B | ||
| Q2 24 | $8.5B | $42.0B |
负债/权益比NFGRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.75× | 4.20× | ||
| Q3 25 | 0.87× | 3.79× | ||
| Q2 25 | 0.90× | 3.92× | ||
| Q1 25 | 0.99× | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | 532.10× | 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 | $274.9M | — |
| 自由现金流经营现金流 - 资本支出 | $-2.7M | — |
| 自由现金流率自由现金流/营收 | -0.4% | — |
| 资本支出强度资本支出/营收 | 43.5% | — |
| 现金转化率经营现金流/净利润 | 1.51× | — |
| 过去12个月自由现金流最近4个季度 | $204.8M | — |
8季度趋势，按日历期对齐
经营现金流NFGRITM
| Q1 26 | — | — | ||
| Q4 25 | $274.9M | $-114.6M | ||
| Q3 25 | $237.8M | $-2.0B | ||
| Q2 25 | $388.4M | $-557.1M | ||
| Q1 25 | $253.8M | $1.4B | ||
| Q4 24 | $220.1M | $-1.8B | ||
| Q3 24 | $197.9M | $768.1M | ||
| Q2 24 | $281.8M | $-55.7M |
自由现金流NFGRITM
| Q1 26 | — | — | ||
| Q4 25 | $-2.7M | — | ||
| Q3 25 | $-47.8M | — | ||
| Q2 25 | $195.3M | — | ||
| Q1 25 | $59.9M | — | ||
| Q4 24 | $-20.3M | — | ||
| Q3 24 | $-49.1M | — | ||
| Q2 24 | $79.5M | — |
自由现金流率NFGRITM
| Q1 26 | — | — | ||
| Q4 25 | -0.4% | — | ||
| Q3 25 | -10.8% | — | ||
| Q2 25 | 37.0% | — | ||
| Q1 25 | 8.2% | — | ||
| Q4 24 | -4.0% | — | ||
| Q3 24 | -15.8% | — | ||
| Q2 24 | 23.5% | — |
资本支出强度NFGRITM
| Q1 26 | — | — | ||
| Q4 25 | 43.5% | — | ||
| Q3 25 | 64.4% | — | ||
| Q2 25 | 36.6% | — | ||
| Q1 25 | 26.4% | — | ||
| Q4 24 | 46.8% | — | ||
| Q3 24 | 79.7% | — | ||
| Q2 24 | 59.7% | — |
现金转化率NFGRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.51× | -1.35× | ||
| Q3 25 | 2.21× | -9.22× | ||
| Q2 25 | 2.59× | -1.79× | ||
| Q1 25 | 1.17× | 18.03× | ||
| Q4 24 | 4.89× | -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
NFG
| Natural Gas Production | $302.5M | 47% |
| Natural Gas Residential Sales | $198.0M | 31% |
| Pipeline And Storage | $69.2M | 11% |
| Natural Gas Commercial Sales | $27.9M | 4% |
| Natural Gas Storage | $25.1M | 4% |
| Other | $4.1M | 1% |
| Natural Gas Midstream | $2.8M | 0% |
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% |
