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NORTHERN OIL & GAS, INC.（NOG）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NORTHERN OIL & GAS, INC.的1.4倍（$828.2M vs $610.2M），Rithm Capital Corp.净利率更高（13.2% vs -11.6%，领先24.8%），Rithm Capital Corp.同比增速更快（508.5% vs -72.6%），过去两年NORTHERN OIL & GAS, INC.的营收复合增速更高（4.3% vs -17.9%）
Marathon Oil Corporation是一家美国油气勘探开发企业，核心业务涵盖油气资源的勘探、开采与运营，2024年11月被康菲石油收购，相关业务与资产已并入康菲石油体系。
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。
NOG vs RITM — 直观对比
营收规模更大
RITM
是对方的1.4倍
$610.2M
营收增速更快
RITM
高出581.1%
-72.6%
净利率更高
RITM
高出24.8%
-11.6%
两年增速更快
NOG
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $610.2M | $828.2M |
| 净利润 | $-70.7M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | — | 29.9% |
| 净利率 | -11.6% | 13.2% |
| 营收同比 | -72.6% | 508.5% |
| 净利润同比 | -198.7% | 27.7% |
| 每股收益（稀释后） | $-0.73 | $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NOGRITM
| Q1 26 | $610.2M | $828.2M | ||
| Q4 25 | $610.2M | $1.5B | ||
| Q3 25 | $556.6M | $1.1B | ||
| Q2 25 | $706.8M | $1.2B | ||
| Q1 25 | $602.1M | $768.4M | ||
| Q4 24 | $515.0M | $2.1B | ||
| Q3 24 | $753.6M | $619.5M | ||
| Q2 24 | $560.8M | $1.2B |
净利润NOGRITM
| Q1 26 | $-70.7M | $109.5M | ||
| Q4 25 | $-70.7M | $85.0M | ||
| Q3 25 | $-129.1M | $221.5M | ||
| Q2 25 | $99.6M | $311.7M | ||
| Q1 25 | $139.0M | $78.8M | ||
| Q4 24 | $71.7M | $290.2M | ||
| Q3 24 | $298.4M | $121.7M | ||
| Q2 24 | $138.6M | $235.6M |
毛利率NOGRITM
| Q1 26 | — | — | ||
| Q4 25 | 80.4% | — | ||
| Q3 25 | 78.7% | — | ||
| Q2 25 | 82.8% | — | ||
| Q1 25 | 81.1% | — | ||
| Q4 24 | 77.4% | — | ||
| Q3 24 | 85.8% | — | ||
| Q2 24 | 82.0% | — |
营业利润率NOGRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | -5.5% | 13.8% | ||
| Q3 25 | -22.6% | 21.4% | ||
| Q2 25 | 24.9% | 25.2% | ||
| Q1 25 | 38.1% | 7.4% | ||
| Q4 24 | 25.8% | 23.8% | ||
| Q3 24 | 57.6% | 7.3% | ||
| Q2 24 | 39.0% | 23.6% |
净利率NOGRITM
| Q1 26 | -11.6% | 13.2% | ||
| Q4 25 | -11.6% | 5.7% | ||
| Q3 25 | -23.2% | 20.0% | ||
| Q2 25 | 14.1% | 25.6% | ||
| Q1 25 | 23.1% | 10.3% | ||
| Q4 24 | 13.9% | 14.0% | ||
| Q3 24 | 39.6% | 19.7% | ||
| Q2 24 | 24.7% | 19.2% |
每股收益（稀释后）NOGRITM
| Q1 26 | $-0.73 | $0.12 | ||
| Q4 25 | $-0.67 | $0.09 | ||
| Q3 25 | $-1.33 | $0.35 | ||
| Q2 25 | $1.00 | $0.53 | ||
| Q1 25 | $1.39 | $0.07 | ||
| Q4 24 | $0.71 | $0.50 | ||
| Q3 24 | $2.96 | $0.20 | ||
| Q2 24 | $1.36 | $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 | $14.3M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $9.1B |
| 总资产 | $5.4B | $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NOGRITM
| Q1 26 | $14.3M | — | ||
| Q4 25 | $14.3M | $1.8B | ||
| Q3 25 | $31.6M | $1.6B | ||
| Q2 25 | $25.9M | $1.6B | ||
| Q1 25 | $33.6M | $1.5B | ||
| Q4 24 | $8.9M | $1.5B | ||
| Q3 24 | $34.4M | $1.6B | ||
| Q2 24 | $7.8M | $1.2B |
总债务NOGRITM
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | $35.4B | ||
| Q3 25 | $2.3B | $32.2B | ||
| Q2 25 | $2.4B | $31.2B | ||
| Q1 25 | $2.3B | $32.2B | ||
| Q4 24 | $2.4B | $32.6B | ||
| Q3 24 | $2.0B | $29.6B | ||
| Q2 24 | $1.9B | $30.1B |
股东权益NOGRITM
| Q1 26 | $2.1B | $9.1B | ||
| Q4 25 | $2.1B | $8.4B | ||
| Q3 25 | $2.2B | $8.5B | ||
| Q2 25 | $2.4B | $7.9B | ||
| Q1 25 | $2.4B | $7.8B | ||
| Q4 24 | $2.3B | $7.8B | ||
| Q3 24 | $2.3B | $7.7B | ||
| Q2 24 | $2.1B | $7.3B |
总资产NOGRITM
| Q1 26 | $5.4B | $53.4B | ||
| Q4 25 | $5.4B | $53.1B | ||
| Q3 25 | $5.5B | $47.2B | ||
| Q2 25 | $5.7B | $44.3B | ||
| Q1 25 | $5.7B | $45.3B | ||
| Q4 24 | $5.6B | $46.0B | ||
| Q3 24 | $5.1B | $42.3B | ||
| Q2 24 | $4.7B | $42.0B |
负债/权益比NOGRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.13× | 4.20× | ||
| Q3 25 | 1.05× | 3.79× | ||
| Q2 25 | 0.98× | 3.92× | ||
| Q1 25 | 0.96× | 4.14× | ||
| Q4 24 | 1.02× | 4.18× | ||
| Q3 24 | 0.84× | 3.87× | ||
| Q2 24 | 0.91× | 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 | $312.6M | — |
| 自由现金流经营现金流 - 资本支出 | $43.2M | — |
| 自由现金流率自由现金流/营收 | 7.1% | — |
| 资本支出强度资本支出/营收 | 31.5% | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流NOGRITM
| Q1 26 | $312.6M | — | ||
| Q4 25 | $312.6M | $-114.6M | ||
| Q3 25 | $423.1M | $-2.0B | ||
| Q2 25 | $362.1M | $-557.1M | ||
| Q1 25 | $407.4M | $1.4B | ||
| Q4 24 | $290.3M | $-1.8B | ||
| Q3 24 | $385.8M | $768.1M | ||
| Q2 24 | $340.5M | $-55.7M |
自由现金流NOGRITM
| Q1 26 | $43.2M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率NOGRITM
| Q1 26 | 7.1% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度NOGRITM
| Q1 26 | 31.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率NOGRITM
| Q1 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | — | -9.22× | ||
| Q2 25 | 3.64× | -1.79× | ||
| Q1 25 | 2.93× | 18.03× | ||
| Q4 24 | 4.05× | -6.04× | ||
| Q3 24 | 1.29× | 6.31× | ||
| Q2 24 | 2.46× | -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
NOG
| Oil and Gas Sales | $447.7M | 73% |
| Gain on Commodity Derivatives, Net | $159.3M | 26% |
| Other Revenue | $3.1M | 1% |
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% |
