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Qorvo, Inc.（QRVO）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
Qorvo, Inc.的季度营收约是Rithm Capital Corp.的1.2倍（$993.0M vs $828.2M），Qorvo, Inc.净利率更高（16.5% vs 13.2%，领先3.3%），Rithm Capital Corp.同比增速更快（508.5% vs 8.4%），过去两年Qorvo, Inc.的营收复合增速更高（2.7% vs -17.9%）
Qorvo是一家美国跨国企业，专注于无线、有线及电源市场相关产品的研发与供应。该公司由TriQuint半导体与RF Micro Devices合并而来，合并计划于2014年公布，2015年1月1日正式完成，在纳斯达克挂牌上市，股票代码QRVO，原实行双总部制，2016年中起将北卡罗来纳州基地作为总部所在地。
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。
QRVO vs RITM — 直观对比
营收规模更大
QRVO
是对方的1.2倍
$828.2M
营收增速更快
RITM
高出500.1%
8.4%
净利率更高
QRVO
高出3.3%
13.2%
两年增速更快
QRVO
近两年复合增速
-17.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $993.0M | $828.2M |
| 净利润 | $164.1M | $109.5M |
| 毛利率 | 46.7% | — |
| 营业利润率 | 19.4% | 29.9% |
| 净利率 | 16.5% | 13.2% |
| 营收同比 | 8.4% | 508.5% |
| 净利润同比 | 297.5% | 27.7% |
| 每股收益（稀释后） | $1.75 | $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QRVORITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $993.0M | $1.5B | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $818.8M | $1.2B | ||
| Q1 25 | $869.5M | $768.4M | ||
| Q4 24 | $916.3M | $2.1B | ||
| Q3 24 | $1.0B | $619.5M | ||
| Q2 24 | $886.7M | $1.2B |
净利润QRVORITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $164.1M | $85.0M | ||
| Q3 25 | $119.6M | $221.5M | ||
| Q2 25 | $25.6M | $311.7M | ||
| Q1 25 | $31.4M | $78.8M | ||
| Q4 24 | $41.3M | $290.2M | ||
| Q3 24 | $-17.4M | $121.7M | ||
| Q2 24 | $414.0K | $235.6M |
毛利率QRVORITM
| Q1 26 | — | — | ||
| Q4 25 | 46.7% | — | ||
| Q3 25 | 47.0% | — | ||
| Q2 25 | 40.5% | — | ||
| Q1 25 | 42.2% | — | ||
| Q4 24 | 42.7% | — | ||
| Q3 24 | 42.6% | — | ||
| Q2 24 | 37.5% | — |
营业利润率QRVORITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 19.4% | 13.8% | ||
| Q3 25 | 14.9% | 21.4% | ||
| Q2 25 | 3.7% | 25.2% | ||
| Q1 25 | 3.2% | 7.4% | ||
| Q4 24 | 5.8% | 23.8% | ||
| Q3 24 | 0.9% | 7.3% | ||
| Q2 24 | 0.5% | 23.6% |
净利率QRVORITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 16.5% | 5.7% | ||
| Q3 25 | 11.3% | 20.0% | ||
| Q2 25 | 3.1% | 25.6% | ||
| Q1 25 | 3.6% | 10.3% | ||
| Q4 24 | 4.5% | 14.0% | ||
| Q3 24 | -1.7% | 19.7% | ||
| Q2 24 | 0.0% | 19.2% |
每股收益（稀释后）QRVORITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $1.75 | $0.09 | ||
| Q3 25 | $1.28 | $0.35 | ||
| Q2 25 | $0.27 | $0.53 | ||
| Q1 25 | $0.33 | $0.07 | ||
| Q4 24 | $0.43 | $0.50 | ||
| Q3 24 | $-0.18 | $0.20 | ||
| Q2 24 | $0.00 | $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 | $1.3B | — |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $3.7B | $9.1B |
| 总资产 | $6.2B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.42× | — |
8季度趋势，按日历期对齐
现金及短期投资QRVORITM
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $1.8B | ||
| Q3 25 | $1.1B | $1.6B | ||
| Q2 25 | $1.2B | $1.6B | ||
| Q1 25 | $1.0B | $1.5B | ||
| Q4 24 | $769.4M | $1.5B | ||
| Q3 24 | $1.1B | $1.6B | ||
| Q2 24 | $1.1B | $1.2B |
总债务QRVORITM
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $35.4B | ||
| Q3 25 | $1.5B | $32.2B | ||
| Q2 25 | $1.5B | $31.2B | ||
| Q1 25 | $1.5B | $32.2B | ||
| Q4 24 | $1.5B | $32.6B | ||
| Q3 24 | $1.5B | $29.6B | ||
| Q2 24 | $1.5B | $30.1B |
股东权益QRVORITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $3.7B | $8.4B | ||
| Q3 25 | $3.5B | $8.5B | ||
| Q2 25 | $3.4B | $7.9B | ||
| Q1 25 | $3.4B | $7.8B | ||
| Q4 24 | $3.4B | $7.8B | ||
| Q3 24 | $3.4B | $7.7B | ||
| Q2 24 | $3.5B | $7.3B |
总资产QRVORITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $6.2B | $53.1B | ||
| Q3 25 | $6.1B | $47.2B | ||
| Q2 25 | $6.0B | $44.3B | ||
| Q1 25 | $5.9B | $45.3B | ||
| Q4 24 | $6.0B | $46.0B | ||
| Q3 24 | $6.5B | $42.3B | ||
| Q2 24 | $6.4B | $42.0B |
负债/权益比QRVORITM
| Q1 26 | — | — | ||
| Q4 25 | 0.42× | 4.20× | ||
| Q3 25 | 0.44× | 3.79× | ||
| Q2 25 | 0.45× | 3.92× | ||
| Q1 25 | 0.46× | 4.14× | ||
| Q4 24 | 0.46× | 4.18× | ||
| Q3 24 | 0.45× | 3.87× | ||
| Q2 24 | 0.44× | 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 | $265.4M | — |
| 自由现金流经营现金流 - 资本支出 | $236.9M | — |
| 自由现金流率自由现金流/营收 | 23.9% | — |
| 资本支出强度资本支出/营收 | 2.9% | — |
| 现金转化率经营现金流/净利润 | 1.62× | — |
| 过去12个月自由现金流最近4个季度 | $595.2M | — |
8季度趋势，按日历期对齐
经营现金流QRVORITM
| Q1 26 | — | — | ||
| Q4 25 | $265.4M | $-114.6M | ||
| Q3 25 | $84.0M | $-2.0B | ||
| Q2 25 | $182.9M | $-557.1M | ||
| Q1 25 | $199.2M | $1.4B | ||
| Q4 24 | $214.1M | $-1.8B | ||
| Q3 24 | $127.8M | $768.1M | ||
| Q2 24 | $81.1M | $-55.7M |
自由现金流QRVORITM
| Q1 26 | — | — | ||
| Q4 25 | $236.9M | — | ||
| Q3 25 | $42.2M | — | ||
| Q2 25 | $145.4M | — | ||
| Q1 25 | $170.7M | — | ||
| Q4 24 | $176.2M | — | ||
| Q3 24 | $94.8M | — | ||
| Q2 24 | $42.9M | — |
自由现金流率QRVORITM
| Q1 26 | — | — | ||
| Q4 25 | 23.9% | — | ||
| Q3 25 | 4.0% | — | ||
| Q2 25 | 17.8% | — | ||
| Q1 25 | 19.6% | — | ||
| Q4 24 | 19.2% | — | ||
| Q3 24 | 9.1% | — | ||
| Q2 24 | 4.8% | — |
资本支出强度QRVORITM
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | — | ||
| Q3 25 | 3.9% | — | ||
| Q2 25 | 4.6% | — | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 4.1% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 4.3% | — |
现金转化率QRVORITM
| Q1 26 | — | — | ||
| Q4 25 | 1.62× | -1.35× | ||
| Q3 25 | 0.70× | -9.22× | ||
| Q2 25 | 7.15× | -1.79× | ||
| Q1 25 | 6.35× | 18.03× | ||
| Q4 24 | 5.19× | -6.04× | ||
| Q3 24 | — | 6.31× | ||
| Q2 24 | 195.86× | -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
QRVO
| ACG | $690.8M | 70% |
| HPA | $190.9M | 19% |
| CSG | $111.3M | 11% |
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% |
