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OneWater Marine Inc.（ONEW）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OneWater Marine Inc.的1.9倍（$828.2M vs $442.3M），Rithm Capital Corp.净利率更高（13.2% vs -2.9%，领先16.1%），Rithm Capital Corp.同比增速更快（508.5% vs -8.5%），过去两年OneWater Marine Inc.的营收复合增速更高（8.2% vs -17.9%）
OneWater Marine Inc.是美国头部休闲船舶零售企业，主营全新及二手船只、游艇、船舶零配件销售，同时提供船只维修保养、配套融资等服务，通过覆盖北美多州的经销商网络服务个人及商业休闲船艇客户。
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。
ONEW vs RITM — 直观对比
营收规模更大
RITM
是对方的1.9倍
$442.3M
营收增速更快
RITM
高出517.0%
-8.5%
净利率更高
RITM
高出16.1%
-2.9%
两年增速更快
ONEW
近两年复合增速
-17.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $442.3M | $828.2M |
| 净利润 | $-12.9M | $109.5M |
| 毛利率 | 23.9% | — |
| 营业利润率 | 1.7% | 29.9% |
| 净利率 | -2.9% | 13.2% |
| 营收同比 | -8.5% | 508.5% |
| 净利润同比 | — | 27.7% |
| 每股收益（稀释后） | $-0.78 | $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ONEWRITM
| Q2 26 | $442.3M | — | ||
| Q1 26 | $380.6M | $828.2M | ||
| Q4 25 | $380.6M | $1.5B | ||
| Q3 25 | $460.1M | $1.1B | ||
| Q2 25 | $552.9M | $1.2B | ||
| Q1 25 | $483.5M | $768.4M | ||
| Q4 24 | $375.8M | $2.1B | ||
| Q3 24 | $377.9M | $619.5M |
净利润ONEWRITM
| Q2 26 | $-12.9M | — | ||
| Q1 26 | $-7.7M | $109.5M | ||
| Q4 25 | $-7.7M | $85.0M | ||
| Q3 25 | $-113.0M | $221.5M | ||
| Q2 25 | $10.7M | $311.7M | ||
| Q1 25 | $-368.0K | $78.8M | ||
| Q4 24 | $-12.0M | $290.2M | ||
| Q3 24 | $-9.2M | $121.7M |
毛利率ONEWRITM
| Q2 26 | 23.9% | — | ||
| Q1 26 | 23.5% | — | ||
| Q4 25 | 23.5% | — | ||
| Q3 25 | 22.6% | — | ||
| Q2 25 | 23.3% | — | ||
| Q1 25 | 22.8% | — | ||
| Q4 24 | 22.4% | — | ||
| Q3 24 | 24.0% | — |
营业利润率ONEWRITM
| Q2 26 | 1.7% | — | ||
| Q1 26 | — | 29.9% | ||
| Q4 25 | -1.4% | 13.8% | ||
| Q3 25 | -28.3% | 21.4% | ||
| Q2 25 | 5.5% | 25.2% | ||
| Q1 25 | 3.4% | 7.4% | ||
| Q4 24 | -0.5% | 23.8% | ||
| Q3 24 | 1.2% | 7.3% |
净利率ONEWRITM
| Q2 26 | -2.9% | — | ||
| Q1 26 | -2.0% | 13.2% | ||
| Q4 25 | -2.0% | 5.7% | ||
| Q3 25 | -24.5% | 20.0% | ||
| Q2 25 | 1.9% | 25.6% | ||
| Q1 25 | -0.1% | 10.3% | ||
| Q4 24 | -3.2% | 14.0% | ||
| Q3 24 | -2.4% | 19.7% |
每股收益（稀释后）ONEWRITM
| Q2 26 | $-0.78 | — | ||
| Q1 26 | $-0.47 | $0.12 | ||
| Q4 25 | — | $0.09 | ||
| Q3 25 | — | $0.35 | ||
| Q2 25 | — | $0.53 | ||
| Q1 25 | — | $0.07 | ||
| Q4 24 | — | $0.50 | ||
| Q3 24 | — | $0.20 |
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 | — | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $269.4M | $9.1B |
| 总资产 | $1.4B | $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ONEWRITM
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.6B |
总债务ONEWRITM
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B |
股东权益ONEWRITM
| Q2 26 | $269.4M | — | ||
| Q1 26 | $277.5M | $9.1B | ||
| Q4 25 | $277.5M | $8.4B | ||
| Q3 25 | $285.0M | $8.5B | ||
| Q2 25 | $393.2M | $7.9B | ||
| Q1 25 | $381.6M | $7.8B | ||
| Q4 24 | $354.8M | $7.8B | ||
| Q3 24 | $360.8M | $7.7B |
总资产ONEWRITM
| Q2 26 | $1.4B | — | ||
| Q1 26 | $1.4B | $53.4B | ||
| Q4 25 | $1.4B | $53.1B | ||
| Q3 25 | $1.4B | $47.2B | ||
| Q2 25 | $1.5B | $44.3B | ||
| Q1 25 | $1.6B | $45.3B | ||
| Q4 24 | $1.6B | $46.0B | ||
| Q3 24 | $1.6B | $42.3B |
负债/权益比ONEWRITM
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× |
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
ONEW
| New boat | $272.0M | 62% |
| Pre-owned boat | $94.4M | 21% |
| Service, parts & other | $61.9M | 14% |
| Finance & insurance income | $14.0M | 3% |
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% |
