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百济神州（ONC）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
百济神州的季度营收约是Rithm Capital Corp.的1.8倍（$1.5B vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 4.4%，领先8.8%），百济神州同比增速更快（32.8% vs -40.0%），过去两年百济神州的营收复合增速更高（41.2% vs -17.9%）
BeOne Medicines（原百济神州）是一家跨国肿瘤领域制药企业，专注于癌症治疗创新药物的研发与商业化，致力于为全球癌症患者提供更有效、可及性更高的治疗方案，改善患者的生存质量与预后。
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。
ONC vs RITM — 直观对比
营收规模更大
ONC
是对方的1.8倍
$828.2M
营收增速更快
ONC
高出72.8%
-40.0%
净利率更高
RITM
高出8.8%
4.4%
两年增速更快
ONC
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $828.2M |
| 净利润 | $66.5M | $109.5M |
| 毛利率 | 90.5% | — |
| 营业利润率 | 12.4% | — |
| 净利率 | 4.4% | 13.2% |
| 营收同比 | 32.8% | -40.0% |
| 净利润同比 | 143.8% | 20.9% |
| 每股收益（稀释后） | $0.05 | $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ONCRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $1.5B | $1.5B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.1B | $768.4M | ||
| Q4 24 | $1.1B | $2.1B | ||
| Q3 24 | $1.0B | $619.5M | ||
| Q2 24 | $929.2M | $1.2B |
净利润ONCRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $66.5M | $85.0M | ||
| Q3 25 | $124.8M | $221.5M | ||
| Q2 25 | $94.3M | $311.7M | ||
| Q1 25 | $1.3M | $78.8M | ||
| Q4 24 | $-151.9M | $290.2M | ||
| Q3 24 | $-121.3M | $121.7M | ||
| Q2 24 | $-120.4M | $235.6M |
毛利率ONCRITM
| Q1 26 | — | — | ||
| Q4 25 | 90.5% | — | ||
| Q3 25 | 86.1% | — | ||
| Q2 25 | 87.5% | — | ||
| Q1 25 | 85.2% | — | ||
| Q4 24 | 85.8% | — | ||
| Q3 24 | 83.0% | — | ||
| Q2 24 | 85.1% | — |
营业利润率ONCRITM
| Q1 26 | — | — | ||
| Q4 25 | 12.4% | 13.8% | ||
| Q3 25 | 11.5% | 21.4% | ||
| Q2 25 | 6.7% | 25.2% | ||
| Q1 25 | 1.0% | 7.4% | ||
| Q4 24 | -7.0% | 23.8% | ||
| Q3 24 | -12.0% | 7.3% | ||
| Q2 24 | -11.5% | 23.6% |
净利率ONCRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 4.4% | 5.7% | ||
| Q3 25 | 8.8% | 20.0% | ||
| Q2 25 | 7.2% | 25.6% | ||
| Q1 25 | 0.1% | 10.3% | ||
| Q4 24 | -13.5% | 14.0% | ||
| Q3 24 | -12.1% | 19.7% | ||
| Q2 24 | -13.0% | 19.2% |
每股收益（稀释后）ONCRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.05 | $0.09 | ||
| Q3 25 | $0.08 | $0.35 | ||
| Q2 25 | $0.06 | $0.53 | ||
| Q1 25 | $0.00 | $0.07 | ||
| Q4 24 | $-0.10 | $0.50 | ||
| Q3 24 | $-0.09 | $0.20 | ||
| Q2 24 | $-0.09 | $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 | $4.5B | — |
| 总债务越低越好 | $836.4M | — |
| 股东权益账面价值 | $4.4B | $9.1B |
| 总资产 | $8.2B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.19× | — |
8季度趋势，按日历期对齐
现金及短期投资ONCRITM
| Q1 26 | — | — | ||
| Q4 25 | $4.5B | $1.8B | ||
| Q3 25 | $4.0B | $1.6B | ||
| Q2 25 | $2.8B | $1.6B | ||
| Q1 25 | $2.5B | $1.5B | ||
| Q4 24 | $2.6B | $1.5B | ||
| Q3 24 | $2.7B | $1.6B | ||
| Q2 24 | $2.6B | $1.2B |
总债务ONCRITM
| Q1 26 | — | — | ||
| Q4 25 | $836.4M | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益ONCRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $4.4B | $8.4B | ||
| Q3 25 | $4.1B | $8.5B | ||
| Q2 25 | $3.8B | $7.9B | ||
| Q1 25 | $3.5B | $7.8B | ||
| Q4 24 | $3.3B | $7.8B | ||
| Q3 24 | $3.4B | $7.7B | ||
| Q2 24 | $3.4B | $7.3B |
总资产ONCRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $8.2B | $53.1B | ||
| Q3 25 | $7.6B | $47.2B | ||
| Q2 25 | $6.3B | $44.3B | ||
| Q1 25 | $5.8B | $45.3B | ||
| Q4 24 | $5.9B | $46.0B | ||
| Q3 24 | $5.8B | $42.3B | ||
| Q2 24 | $5.7B | $42.0B |
负债/权益比ONCRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.19× | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 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 | $417.3M | — |
| 自由现金流经营现金流 - 资本支出 | $379.8M | — |
| 自由现金流率自由现金流/营收 | 25.4% | — |
| 资本支出强度资本支出/营收 | 2.5% | — |
| 现金转化率经营现金流/净利润 | 6.28× | — |
| 过去12个月自由现金流最近4个季度 | $941.7M | — |
8季度趋势，按日历期对齐
经营现金流ONCRITM
| Q1 26 | — | — | ||
| Q4 25 | $417.3M | $-114.6M | ||
| Q3 25 | $402.6M | $-2.0B | ||
| Q2 25 | $263.6M | $-557.1M | ||
| Q1 25 | $44.1M | $1.4B | ||
| Q4 24 | $75.2M | $-1.8B | ||
| Q3 24 | $188.4M | $768.1M | ||
| Q2 24 | $-95.6M | $-55.7M |
自由现金流ONCRITM
| Q1 26 | — | — | ||
| Q4 25 | $379.8M | — | ||
| Q3 25 | $354.5M | — | ||
| Q2 25 | $219.8M | — | ||
| Q1 25 | $-12.3M | — | ||
| Q4 24 | $-17.3M | — | ||
| Q3 24 | $54.7M | — | ||
| Q2 24 | $-205.5M | — |
自由现金流率ONCRITM
| Q1 26 | — | — | ||
| Q4 25 | 25.4% | — | ||
| Q3 25 | 25.1% | — | ||
| Q2 25 | 16.7% | — | ||
| Q1 25 | -1.1% | — | ||
| Q4 24 | -1.5% | — | ||
| Q3 24 | 5.5% | — | ||
| Q2 24 | -22.1% | — |
资本支出强度ONCRITM
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | — | ||
| Q3 25 | 3.4% | — | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 5.0% | — | ||
| Q4 24 | 8.2% | — | ||
| Q3 24 | 13.3% | — | ||
| Q2 24 | 11.8% | — |
现金转化率ONCRITM
| Q1 26 | — | — | ||
| Q4 25 | 6.28× | -1.35× | ||
| Q3 25 | 3.22× | -9.22× | ||
| Q2 25 | 2.79× | -1.79× | ||
| Q1 25 | 34.71× | 18.03× | ||
| Q4 24 | — | -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
ONC
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% |
