vs
Real Brokerage Inc（REAX）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Real Brokerage Inc的1.5倍（$828.2M vs $568.5M），Rithm Capital Corp.净利率更高（13.2% vs -0.1%，领先13.3%），Rithm Capital Corp.同比增速更快（508.5% vs 52.6%）
该企业是美国房产服务企业，主营房产经纪业务运营与品牌特许经营，业务覆盖房产中介、 relocation服务、产权服务、保险及结算服务，旗下拥有Better Homes and Gardens Real Estate、21世纪不动产、Coldwell Banker、Corcoran Group、ERA房地产以及苏富比国际地产等多个知名品牌，2026年被Compass, Inc.收购。
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。
REAX vs RITM — 直观对比
营收规模更大
RITM
是对方的1.5倍
$568.5M
营收增速更快
RITM
高出455.8%
52.6%
净利率更高
RITM
高出13.3%
-0.1%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $568.5M | $828.2M |
| 净利润 | $-447.0K | $109.5M |
| 毛利率 | 7.9% | — |
| 营业利润率 | -0.1% | 29.9% |
| 净利率 | -0.1% | 13.2% |
| 营收同比 | 52.6% | 508.5% |
| 净利润同比 | 82.7% | 27.7% |
| 每股收益（稀释后） | $0.00 | $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REAXRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | $568.5M | $1.1B | ||
| Q2 25 | $540.7M | $1.2B | ||
| Q1 25 | $354.0M | $768.4M | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | $372.5M | $619.5M | ||
| Q2 24 | — | $1.2B |
净利润REAXRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | — | $85.0M | ||
| Q3 25 | $-447.0K | $221.5M | ||
| Q2 25 | $1.5M | $311.7M | ||
| Q1 25 | $-5.0M | $78.8M | ||
| Q4 24 | — | $290.2M | ||
| Q3 24 | $-2.6M | $121.7M | ||
| Q2 24 | — | $235.6M |
毛利率REAXRITM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 7.9% | — | ||
| Q2 25 | 8.9% | — | ||
| Q1 25 | 9.6% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 8.6% | — | ||
| Q2 24 | — | — |
营业利润率REAXRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | — | 13.8% | ||
| Q3 25 | -0.1% | 21.4% | ||
| Q2 25 | 0.3% | 25.2% | ||
| Q1 25 | -1.5% | 7.4% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | -0.7% | 7.3% | ||
| Q2 24 | — | 23.6% |
净利率REAXRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | — | 5.7% | ||
| Q3 25 | -0.1% | 20.0% | ||
| Q2 25 | 0.3% | 25.6% | ||
| Q1 25 | -1.4% | 10.3% | ||
| Q4 24 | — | 14.0% | ||
| Q3 24 | -0.7% | 19.7% | ||
| Q2 24 | — | 19.2% |
每股收益（稀释后）REAXRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | — | $0.09 | ||
| Q3 25 | $0.00 | $0.35 | ||
| Q2 25 | $0.01 | $0.53 | ||
| Q1 25 | $-0.02 | $0.07 | ||
| Q4 24 | — | $0.50 | ||
| Q3 24 | $-0.01 | $0.20 | ||
| Q2 24 | — | $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 | $38.7M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $53.6M | $9.1B |
| 总资产 | $145.2M | $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REAXRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | $38.7M | $1.6B | ||
| Q2 25 | $49.7M | $1.6B | ||
| Q1 25 | $24.7M | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | $22.6M | $1.6B | ||
| Q2 24 | — | $1.2B |
总债务REAXRITM
| 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 | ||
| Q2 24 | — | $30.1B |
股东权益REAXRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | — | $8.4B | ||
| Q3 25 | $53.6M | $8.5B | ||
| Q2 25 | $49.2M | $7.9B | ||
| Q1 25 | $32.8M | $7.8B | ||
| Q4 24 | — | $7.8B | ||
| Q3 24 | $29.8M | $7.7B | ||
| Q2 24 | — | $7.3B |
总资产REAXRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | — | $53.1B | ||
| Q3 25 | $145.2M | $47.2B | ||
| Q2 25 | $149.4M | $44.3B | ||
| Q1 25 | $100.5M | $45.3B | ||
| Q4 24 | — | $46.0B | ||
| Q3 24 | $102.5M | $42.3B | ||
| Q2 24 | — | $42.0B |
负债/权益比REAXRITM
| 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× | ||
| 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 | $8.8M | — |
| 自由现金流经营现金流 - 资本支出 | $8.4M | — |
| 自由现金流率自由现金流/营收 | 1.5% | — |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 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 | $71.7M | — |
8季度趋势，按日历期对齐
经营现金流REAXRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $-114.6M | ||
| Q3 25 | $8.8M | $-2.0B | ||
| Q2 25 | $41.0M | $-557.1M | ||
| Q1 25 | $15.9M | $1.4B | ||
| Q4 24 | — | $-1.8B | ||
| Q3 24 | $7.2M | $768.1M | ||
| Q2 24 | — | $-55.7M |
自由现金流REAXRITM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $8.4M | — | ||
| Q2 25 | $40.8M | — | ||
| Q1 25 | $15.7M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $6.8M | — | ||
| Q2 24 | — | — |
自由现金流率REAXRITM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 7.5% | — | ||
| Q1 25 | 4.4% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.8% | — | ||
| Q2 24 | — | — |
资本支出强度REAXRITM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.1% | — | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.1% | — | ||
| Q2 24 | — | — |
现金转化率REAXRITM
| Q1 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | — | -9.22× | ||
| Q2 25 | 27.13× | -1.79× | ||
| Q1 25 | — | 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
REAX
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% |
