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NEWMARK GROUP, INC.（NMRK）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
NEWMARK GROUP, INC.的季度营收约是Rithm Capital Corp.的1.0倍（$846.5M vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 0.3%，领先13.0%），Rithm Capital Corp.同比增速更快（508.5% vs 27.2%），过去两年NEWMARK GROUP, INC.的营收复合增速更高（26.7% vs -17.9%）
纽马克集团是一家总部位于纽约的全球性商业地产咨询及服务企业，旗下业务以Newmark品牌开展，在纳斯达克全球精选市场上市，股票代码为NMRK，为全球客户提供商业地产领域的多元专业服务。
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。
NMRK vs RITM — 直观对比
营收规模更大
NMRK
是对方的1.0倍
$828.2M
营收增速更快
RITM
高出481.3%
27.2%
净利率更高
RITM
高出13.0%
0.3%
两年增速更快
NMRK
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $846.5M | $828.2M |
| 净利润 | $2.2M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | 3.1% | 29.9% |
| 净利率 | 0.3% | 13.2% |
| 营收同比 | 27.2% | 508.5% |
| 净利润同比 | 130.6% | 27.7% |
| 每股收益（稀释后） | $0.08 | $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NMRKRITM
| Q1 26 | $846.5M | $828.2M | ||
| Q4 25 | $859.5M | $1.5B | ||
| Q3 25 | $715.0M | $1.1B | ||
| Q2 25 | $639.6M | $1.2B | ||
| Q1 25 | $556.2M | $768.4M | ||
| Q4 24 | $727.5M | $2.1B | ||
| Q3 24 | $568.0M | $619.5M | ||
| Q2 24 | $527.3M | $1.2B |
净利润NMRKRITM
| Q1 26 | $2.2M | $109.5M | ||
| Q4 25 | $68.0M | $85.0M | ||
| Q3 25 | $46.2M | $221.5M | ||
| Q2 25 | $20.8M | $311.7M | ||
| Q1 25 | $-8.8M | $78.8M | ||
| Q4 24 | $45.4M | $290.2M | ||
| Q3 24 | $17.8M | $121.7M | ||
| Q2 24 | $14.3M | $235.6M |
营业利润率NMRKRITM
| Q1 26 | 3.1% | 29.9% | ||
| Q4 25 | 14.4% | 13.8% | ||
| Q3 25 | 11.9% | 21.4% | ||
| Q2 25 | 6.7% | 25.2% | ||
| Q1 25 | -3.1% | 7.4% | ||
| Q4 24 | 14.3% | 23.8% | ||
| Q3 24 | 7.2% | 7.3% | ||
| Q2 24 | 7.7% | 23.6% |
净利率NMRKRITM
| Q1 26 | 0.3% | 13.2% | ||
| Q4 25 | 7.9% | 5.7% | ||
| Q3 25 | 6.5% | 20.0% | ||
| Q2 25 | 3.3% | 25.6% | ||
| Q1 25 | -1.6% | 10.3% | ||
| Q4 24 | 6.2% | 14.0% | ||
| Q3 24 | 3.1% | 19.7% | ||
| Q2 24 | 2.7% | 19.2% |
每股收益（稀释后）NMRKRITM
| Q1 26 | $0.08 | $0.12 | ||
| Q4 25 | $0.37 | $0.09 | ||
| Q3 25 | $0.25 | $0.35 | ||
| Q2 25 | $0.11 | $0.53 | ||
| Q1 25 | $-0.05 | $0.07 | ||
| Q4 24 | $0.25 | $0.50 | ||
| Q3 24 | $0.10 | $0.20 | ||
| Q2 24 | $0.08 | $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 | $212.1M | — |
| 总债务越低越好 | $832.0M | — |
| 股东权益账面价值 | — | $9.1B |
| 总资产 | $5.3B | $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NMRKRITM
| Q1 26 | $212.1M | — | ||
| Q4 25 | $229.1M | $1.8B | ||
| Q3 25 | $224.1M | $1.6B | ||
| Q2 25 | $195.8M | $1.6B | ||
| Q1 25 | $157.1M | $1.5B | ||
| Q4 24 | $197.7M | $1.5B | ||
| Q3 24 | $178.6M | $1.6B | ||
| Q2 24 | $176.4M | $1.2B |
总债务NMRKRITM
| Q1 26 | $832.0M | — | ||
| Q4 25 | $671.7M | $35.4B | ||
| Q3 25 | $746.5M | $32.2B | ||
| Q2 25 | $871.2M | $31.2B | ||
| Q1 25 | $770.9M | $32.2B | ||
| Q4 24 | $670.7M | $32.6B | ||
| Q3 24 | $770.4M | $29.6B | ||
| Q2 24 | $745.2M | $30.1B |
股东权益NMRKRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $1.5B | $8.4B | ||
| Q3 25 | $1.4B | $8.5B | ||
| Q2 25 | $1.3B | $7.9B | ||
| Q1 25 | $1.3B | $7.8B | ||
| Q4 24 | $1.2B | $7.8B | ||
| Q3 24 | $1.2B | $7.7B | ||
| Q2 24 | $1.2B | $7.3B |
总资产NMRKRITM
| Q1 26 | $5.3B | $53.4B | ||
| Q4 25 | $5.0B | $53.1B | ||
| Q3 25 | $5.5B | $47.2B | ||
| Q2 25 | $5.4B | $44.3B | ||
| Q1 25 | $4.8B | $45.3B | ||
| Q4 24 | $4.7B | $46.0B | ||
| Q3 24 | $5.0B | $42.3B | ||
| Q2 24 | $4.8B | $42.0B |
负债/权益比NMRKRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.46× | 4.20× | ||
| Q3 25 | 0.55× | 3.79× | ||
| Q2 25 | 0.68× | 3.92× | ||
| Q1 25 | 0.58× | 4.14× | ||
| Q4 24 | 0.56× | 4.18× | ||
| Q3 24 | 0.66× | 3.87× | ||
| Q2 24 | 0.62× | 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $-257.8M | — |
| 自由现金流率自由现金流/营收 | -30.5% | — |
| 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 | $69.7M | — |
8季度趋势，按日历期对齐
经营现金流NMRKRITM
| Q1 26 | — | — | ||
| Q4 25 | $618.5M | $-114.6M | ||
| Q3 25 | $112.6M | $-2.0B | ||
| Q2 25 | $-379.7M | $-557.1M | ||
| Q1 25 | $-179.4M | $1.4B | ||
| Q4 24 | $402.6M | $-1.8B | ||
| Q3 24 | $-85.2M | $768.1M | ||
| Q2 24 | $-258.5M | $-55.7M |
自由现金流NMRKRITM
| Q1 26 | $-257.8M | — | ||
| Q4 25 | $608.8M | — | ||
| Q3 25 | $104.9M | — | ||
| Q2 25 | $-386.2M | — | ||
| Q1 25 | $-184.8M | — | ||
| Q4 24 | $396.6M | — | ||
| Q3 24 | $-94.4M | — | ||
| Q2 24 | $-267.8M | — |
自由现金流率NMRKRITM
| Q1 26 | -30.5% | — | ||
| Q4 25 | 70.8% | — | ||
| Q3 25 | 14.7% | — | ||
| Q2 25 | -60.4% | — | ||
| Q1 25 | -33.2% | — | ||
| Q4 24 | 54.5% | — | ||
| Q3 24 | -16.6% | — | ||
| Q2 24 | -50.8% | — |
资本支出强度NMRKRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 0.8% | — | ||
| Q3 24 | 1.6% | — | ||
| Q2 24 | 1.8% | — |
现金转化率NMRKRITM
| Q1 26 | — | — | ||
| Q4 25 | 9.10× | -1.35× | ||
| Q3 25 | 2.44× | -9.22× | ||
| Q2 25 | -18.24× | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | 8.86× | -6.04× | ||
| Q3 24 | -4.79× | 6.31× | ||
| Q2 24 | -18.10× | -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
NMRK
| Management Services, Servicing Fees and Other | $344.0M | 41% |
| Capital Markets | $252.5M | 30% |
| Leasing and Other Commissions | $250.0M | 30% |
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% |
