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Remitly Global, Inc.（RELY）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Remitly Global, Inc.的1.9倍（$828.2M vs $442.2M），Rithm Capital Corp.净利率更高（13.2% vs 9.3%，领先3.9%），Rithm Capital Corp.同比增速更快（508.5% vs 25.7%），过去两年Remitly Global, Inc.的营收复合增速更高（28.2% vs -17.9%）
Remitly Global是总部位于美国西雅图的跨境汇款服务提供商，2011年由马修·奥本海默、乔希·哈格与希瓦斯·古拉蒂共同创立，主要为用户提供覆盖全球170多个国家和地区的国际汇款服务，2021年9月在纳斯达克交易所上市。
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。
RELY vs RITM — 直观对比
营收规模更大
RITM
是对方的1.9倍
$442.2M
营收增速更快
RITM
高出482.8%
25.7%
净利率更高
RITM
高出3.9%
9.3%
两年增速更快
RELY
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $442.2M | $828.2M |
| 净利润 | $41.2M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | 8.8% | 29.9% |
| 净利率 | 9.3% | 13.2% |
| 营收同比 | 25.7% | 508.5% |
| 净利润同比 | 820.1% | 27.7% |
| 每股收益（稀释后） | $0.19 | $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RELYRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $442.2M | $1.5B | ||
| Q3 25 | $419.5M | $1.1B | ||
| Q2 25 | $411.9M | $1.2B | ||
| Q1 25 | $361.6M | $768.4M | ||
| Q4 24 | $351.9M | $2.1B | ||
| Q3 24 | $336.5M | $619.5M | ||
| Q2 24 | $306.4M | $1.2B |
净利润RELYRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $41.2M | $85.0M | ||
| Q3 25 | $8.8M | $221.5M | ||
| Q2 25 | $6.5M | $311.7M | ||
| Q1 25 | $11.4M | $78.8M | ||
| Q4 24 | $-5.7M | $290.2M | ||
| Q3 24 | $1.9M | $121.7M | ||
| Q2 24 | $-12.1M | $235.6M |
营业利润率RELYRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 8.8% | 13.8% | ||
| Q3 25 | 2.8% | 21.4% | ||
| Q2 25 | 3.6% | 25.2% | ||
| Q1 25 | 3.4% | 7.4% | ||
| Q4 24 | -1.1% | 23.8% | ||
| Q3 24 | 0.1% | 7.3% | ||
| Q2 24 | -5.1% | 23.6% |
净利率RELYRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 9.3% | 5.7% | ||
| Q3 25 | 2.1% | 20.0% | ||
| Q2 25 | 1.6% | 25.6% | ||
| Q1 25 | 3.1% | 10.3% | ||
| Q4 24 | -1.6% | 14.0% | ||
| Q3 24 | 0.6% | 19.7% | ||
| Q2 24 | -3.9% | 19.2% |
每股收益（稀释后）RELYRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.19 | $0.09 | ||
| Q3 25 | $0.04 | $0.35 | ||
| Q2 25 | $0.03 | $0.53 | ||
| Q1 25 | $0.05 | $0.07 | ||
| Q4 24 | $-0.03 | $0.50 | ||
| Q3 24 | $0.01 | $0.20 | ||
| Q2 24 | $-0.06 | $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 | $542.4M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $868.8M | $9.1B |
| 总资产 | $1.5B | $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RELYRITM
| Q1 26 | — | — | ||
| Q4 25 | $542.4M | $1.8B | ||
| Q3 25 | $476.9M | $1.6B | ||
| Q2 25 | $515.9M | $1.6B | ||
| Q1 25 | $493.9M | $1.5B | ||
| Q4 24 | $368.1M | $1.5B | ||
| Q3 24 | $324.4M | $1.6B | ||
| Q2 24 | $185.2M | $1.2B |
总债务RELYRITM
| 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RELYRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $868.8M | $8.4B | ||
| Q3 25 | $797.2M | $8.5B | ||
| Q2 25 | $764.9M | $7.9B | ||
| Q1 25 | $723.5M | $7.8B | ||
| Q4 24 | $665.5M | $7.8B | ||
| Q3 24 | $630.8M | $7.7B | ||
| Q2 24 | $578.9M | $7.3B |
总资产RELYRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $1.5B | $53.1B | ||
| Q3 25 | $1.2B | $47.2B | ||
| Q2 25 | $1.2B | $44.3B | ||
| Q1 25 | $1.1B | $45.3B | ||
| Q4 24 | $1.0B | $46.0B | ||
| Q3 24 | $970.4M | $42.3B | ||
| Q2 24 | $950.2M | $42.0B |
负债/权益比RELYRITM
| 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 | $149.6M | — |
| 自由现金流经营现金流 - 资本支出 | $143.3M | — |
| 自由现金流率自由现金流/营收 | 32.4% | — |
| 资本支出强度资本支出/营收 | 1.4% | — |
| 现金转化率经营现金流/净利润 | 3.63× | — |
| 过去12个月自由现金流最近4个季度 | $288.7M | — |
8季度趋势，按日历期对齐
经营现金流RELYRITM
| Q1 26 | — | — | ||
| Q4 25 | $149.6M | $-114.6M | ||
| Q3 25 | $1.4M | $-2.0B | ||
| Q2 25 | $41.2M | $-557.1M | ||
| Q1 25 | $132.9M | $1.4B | ||
| Q4 24 | $-27.3M | $-1.8B | ||
| Q3 24 | $146.8M | $768.1M | ||
| Q2 24 | $48.9M | $-55.7M |
自由现金流RELYRITM
| Q1 26 | — | — | ||
| Q4 25 | $143.3M | — | ||
| Q3 25 | $-2.1M | — | ||
| Q2 25 | $28.6M | — | ||
| Q1 25 | $118.9M | — | ||
| Q4 24 | $-30.1M | — | ||
| Q3 24 | $145.6M | — | ||
| Q2 24 | $47.8M | — |
自由现金流率RELYRITM
| Q1 26 | — | — | ||
| Q4 25 | 32.4% | — | ||
| Q3 25 | -0.5% | — | ||
| Q2 25 | 6.9% | — | ||
| Q1 25 | 32.9% | — | ||
| Q4 24 | -8.5% | — | ||
| Q3 24 | 43.3% | — | ||
| Q2 24 | 15.6% | — |
资本支出强度RELYRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | — | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | 3.1% | — | ||
| Q1 25 | 3.9% | — | ||
| Q4 24 | 0.8% | — | ||
| Q3 24 | 0.3% | — | ||
| Q2 24 | 0.4% | — |
现金转化率RELYRITM
| Q1 26 | — | — | ||
| Q4 25 | 3.63× | -1.35× | ||
| Q3 25 | 0.16× | -9.22× | ||
| Q2 25 | 6.30× | -1.79× | ||
| Q1 25 | 11.71× | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | 76.56× | 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
RELY
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% |
