vs
Envista Holdings Corp（NVST）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Envista Holdings Corp的1.1倍（$828.2M vs $750.6M），Rithm Capital Corp.净利率更高（13.2% vs 4.4%，领先8.8%），Envista Holdings Corp同比增速更快（15.0% vs -40.0%），过去两年Envista Holdings Corp的营收复合增速更高（9.7% vs -17.9%）
Envista Holdings Corp是一家总部位于美国的企业，旗下Envista Forensics业务板块面向保险、法律及风险管理行业，在全球范围内提供法务工程与事故复原解决方案。公司前身为LWG咨询有限公司，2017年正式更名为Envista Forensics。
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。
NVST vs RITM — 直观对比
营收规模更大
RITM
是对方的1.1倍
$750.6M
营收增速更快
NVST
高出55.0%
-40.0%
净利率更高
RITM
高出8.8%
4.4%
两年增速更快
NVST
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $750.6M | $828.2M |
| 净利润 | $32.9M | $109.5M |
| 毛利率 | 54.7% | — |
| 营业利润率 | 9.8% | — |
| 净利率 | 4.4% | 13.2% |
| 营收同比 | 15.0% | -40.0% |
| 净利润同比 | 2641.7% | 20.9% |
| 每股收益（稀释后） | $0.20 | $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NVSTRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $750.6M | $1.5B | ||
| Q3 25 | $669.9M | $1.1B | ||
| Q2 25 | $682.1M | $1.2B | ||
| Q1 25 | $616.9M | $768.4M | ||
| Q4 24 | $652.9M | $2.1B | ||
| Q3 24 | $601.0M | $619.5M | ||
| Q2 24 | $633.1M | $1.2B |
净利润NVSTRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $32.9M | $85.0M | ||
| Q3 25 | $-30.3M | $221.5M | ||
| Q2 25 | $26.4M | $311.7M | ||
| Q1 25 | $18.0M | $78.8M | ||
| Q4 24 | $1.2M | $290.2M | ||
| Q3 24 | $8.2M | $121.7M | ||
| Q2 24 | $-1.2B | $235.6M |
毛利率NVSTRITM
| Q1 26 | — | — | ||
| Q4 25 | 54.7% | — | ||
| Q3 25 | 55.3% | — | ||
| Q2 25 | 54.2% | — | ||
| Q1 25 | 54.5% | — | ||
| Q4 24 | 57.1% | — | ||
| Q3 24 | 52.8% | — | ||
| Q2 24 | 51.6% | — |
营业利润率NVSTRITM
| Q1 26 | — | — | ||
| Q4 25 | 9.8% | 13.8% | ||
| Q3 25 | 8.6% | 21.4% | ||
| Q2 25 | 6.8% | 25.2% | ||
| Q1 25 | 6.3% | 7.4% | ||
| Q4 24 | 7.1% | 23.8% | ||
| Q3 24 | 3.5% | 7.3% | ||
| Q2 24 | -182.2% | 23.6% |
净利率NVSTRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 4.4% | 5.7% | ||
| Q3 25 | -4.5% | 20.0% | ||
| Q2 25 | 3.9% | 25.6% | ||
| Q1 25 | 2.9% | 10.3% | ||
| Q4 24 | 0.2% | 14.0% | ||
| Q3 24 | 1.4% | 19.7% | ||
| Q2 24 | -181.9% | 19.2% |
每股收益（稀释后）NVSTRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.20 | $0.09 | ||
| Q3 25 | $-0.18 | $0.35 | ||
| Q2 25 | $0.16 | $0.53 | ||
| Q1 25 | $0.10 | $0.07 | ||
| Q4 24 | $0.00 | $0.50 | ||
| Q3 24 | $0.05 | $0.20 | ||
| Q2 24 | $-6.69 | $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 | $1.2B | — |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $3.1B | $9.1B |
| 总资产 | $5.7B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.47× | — |
8季度趋势，按日历期对齐
现金及短期投资NVSTRITM
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $1.8B | ||
| Q3 25 | $1.1B | $1.6B | ||
| Q2 25 | $1.1B | $1.6B | ||
| Q1 25 | $1.1B | $1.5B | ||
| Q4 24 | $1.1B | $1.5B | ||
| Q3 24 | $991.3M | $1.6B | ||
| Q2 24 | $1.0B | $1.2B |
总债务NVSTRITM
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $35.4B | ||
| Q3 25 | $1.4B | $32.2B | ||
| Q2 25 | $1.4B | $31.2B | ||
| Q1 25 | $1.4B | $32.2B | ||
| Q4 24 | $1.4B | $32.6B | ||
| Q3 24 | $1.4B | $29.6B | ||
| Q2 24 | $1.5B | $30.1B |
股东权益NVSTRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $3.1B | $8.4B | ||
| Q3 25 | $3.1B | $8.5B | ||
| Q2 25 | $3.1B | $7.9B | ||
| Q1 25 | $3.0B | $7.8B | ||
| Q4 24 | $2.9B | $7.8B | ||
| Q3 24 | $3.1B | $7.7B | ||
| Q2 24 | $3.0B | $7.3B |
总资产NVSTRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $5.7B | $53.1B | ||
| Q3 25 | $5.6B | $47.2B | ||
| Q2 25 | $5.7B | $44.3B | ||
| Q1 25 | $5.5B | $45.3B | ||
| Q4 24 | $5.4B | $46.0B | ||
| Q3 24 | $5.5B | $42.3B | ||
| Q2 24 | $5.4B | $42.0B |
负债/权益比NVSTRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.47× | 4.20× | ||
| Q3 25 | 0.47× | 3.79× | ||
| Q2 25 | 0.46× | 3.92× | ||
| Q1 25 | 0.47× | 4.14× | ||
| Q4 24 | 0.48× | 4.18× | ||
| Q3 24 | 0.46× | 3.87× | ||
| Q2 24 | 0.51× | 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 | $108.0M | — |
| 自由现金流经营现金流 - 资本支出 | $91.7M | — |
| 自由现金流率自由现金流/营收 | 12.2% | — |
| 资本支出强度资本支出/营收 | 2.2% | — |
| 现金转化率经营现金流/净利润 | 3.28× | — |
| 过去12个月自由现金流最近4个季度 | $230.4M | — |
8季度趋势，按日历期对齐
经营现金流NVSTRITM
| Q1 26 | — | — | ||
| Q4 25 | $108.0M | $-114.6M | ||
| Q3 25 | $78.7M | $-2.0B | ||
| Q2 25 | $88.7M | $-557.1M | ||
| Q1 25 | $300.0K | $1.4B | ||
| Q4 24 | $132.4M | $-1.8B | ||
| Q3 24 | $70.7M | $768.1M | ||
| Q2 24 | $93.1M | $-55.7M |
自由现金流NVSTRITM
| Q1 26 | — | — | ||
| Q4 25 | $91.7M | — | ||
| Q3 25 | $67.9M | — | ||
| Q2 25 | $76.4M | — | ||
| Q1 25 | $-5.6M | — | ||
| Q4 24 | $123.8M | — | ||
| Q3 24 | $63.3M | — | ||
| Q2 24 | $86.3M | — |
自由现金流率NVSTRITM
| Q1 26 | — | — | ||
| Q4 25 | 12.2% | — | ||
| Q3 25 | 10.1% | — | ||
| Q2 25 | 11.2% | — | ||
| Q1 25 | -0.9% | — | ||
| Q4 24 | 19.0% | — | ||
| Q3 24 | 10.5% | — | ||
| Q2 24 | 13.6% | — |
资本支出强度NVSTRITM
| Q1 26 | — | — | ||
| Q4 25 | 2.2% | — | ||
| Q3 25 | 1.6% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 1.3% | — | ||
| Q3 24 | 1.2% | — | ||
| Q2 24 | 1.1% | — |
现金转化率NVSTRITM
| Q1 26 | — | — | ||
| Q4 25 | 3.28× | -1.35× | ||
| Q3 25 | — | -9.22× | ||
| Q2 25 | 3.36× | -1.79× | ||
| Q1 25 | 0.02× | 18.03× | ||
| Q4 24 | 110.33× | -6.04× | ||
| Q3 24 | 8.62× | 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
NVST
| Other | $375.8M | 50% |
| Specialty Productsand Technologies | $188.4M | 25% |
| Equipmentand Consumables | $186.4M | 25% |
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% |
