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RH（RH）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
RH的季度营收约是Rithm Capital Corp.的1.1倍（$883.8M vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 4.1%，领先9.1%），Rithm Capital Corp.同比增速更快（508.5% vs 8.9%），过去两年RH的营收复合增速更高（9.4% vs -17.9%）
RH是美国高端家居品牌，总部位于加利福尼亚州科尔特马德拉。品牌通过线下零售门店、产品目录和线上渠道发售家居商品，截至2018年8月，在美国和加拿大共运营70家展示馆、18家全系列设计展示馆、3家婴童家居展示馆，另有36家奥莱门店。
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。
RH vs RITM — 直观对比
营收规模更大
RH
是对方的1.1倍
$828.2M
营收增速更快
RITM
高出499.6%
8.9%
净利率更高
RITM
高出9.1%
4.1%
两年增速更快
RH
近两年复合增速
-17.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $883.8M | $828.2M |
| 净利润 | $36.3M | $109.5M |
| 毛利率 | 44.1% | — |
| 营业利润率 | 12.0% | 29.9% |
| 净利率 | 4.1% | 13.2% |
| 营收同比 | 8.9% | 508.5% |
| 净利润同比 | 9.3% | 27.7% |
| 每股收益（稀释后） | $1.83 | $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RHRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $883.8M | $1.5B | ||
| Q3 25 | $899.2M | $1.1B | ||
| Q2 25 | $814.0M | $1.2B | ||
| Q1 25 | $812.4M | $768.4M | ||
| Q4 24 | $811.7M | $2.1B | ||
| Q3 24 | $829.7M | $619.5M | ||
| Q2 24 | $727.0M | $1.2B |
净利润RHRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $36.3M | $85.0M | ||
| Q3 25 | $51.7M | $221.5M | ||
| Q2 25 | $8.0M | $311.7M | ||
| Q1 25 | $13.9M | $78.8M | ||
| Q4 24 | $33.2M | $290.2M | ||
| Q3 24 | $29.0M | $121.7M | ||
| Q2 24 | $-3.6M | $235.6M |
毛利率RHRITM
| Q1 26 | — | — | ||
| Q4 25 | 44.1% | — | ||
| Q3 25 | 45.5% | — | ||
| Q2 25 | 43.7% | — | ||
| Q1 25 | 44.7% | — | ||
| Q4 24 | 44.5% | — | ||
| Q3 24 | 45.2% | — | ||
| Q2 24 | 43.5% | — |
营业利润率RHRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 12.0% | 13.8% | ||
| Q3 25 | 14.3% | 21.4% | ||
| Q2 25 | 6.9% | 25.2% | ||
| Q1 25 | 8.7% | 7.4% | ||
| Q4 24 | 12.5% | 23.8% | ||
| Q3 24 | 11.6% | 7.3% | ||
| Q2 24 | 7.5% | 23.6% |
净利率RHRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 4.1% | 5.7% | ||
| Q3 25 | 5.8% | 20.0% | ||
| Q2 25 | 1.0% | 25.6% | ||
| Q1 25 | 1.7% | 10.3% | ||
| Q4 24 | 4.1% | 14.0% | ||
| Q3 24 | 3.5% | 19.7% | ||
| Q2 24 | -0.5% | 19.2% |
每股收益（稀释后）RHRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $1.83 | $0.09 | ||
| Q3 25 | $2.62 | $0.35 | ||
| Q2 25 | $0.40 | $0.53 | ||
| Q1 25 | $0.71 | $0.07 | ||
| Q4 24 | $1.66 | $0.50 | ||
| Q3 24 | $1.45 | $0.20 | ||
| Q2 24 | $-0.20 | $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 | $43.1M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.3M | $9.1B |
| 总资产 | $4.8B | $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RHRITM
| Q1 26 | — | — | ||
| Q4 25 | $43.1M | $1.8B | ||
| Q3 25 | $34.6M | $1.6B | ||
| Q2 25 | $46.1M | $1.6B | ||
| Q1 25 | $30.4M | $1.5B | ||
| Q4 24 | $87.0M | $1.5B | ||
| Q3 24 | $78.3M | $1.6B | ||
| Q2 24 | $101.8M | $1.2B |
总债务RHRITM
| 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RHRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $3.3M | $8.4B | ||
| Q3 25 | $-40.9M | $8.5B | ||
| Q2 25 | $-110.8M | $7.9B | ||
| Q1 25 | $-163.6M | $7.8B | ||
| Q4 24 | $-183.0M | $7.8B | ||
| Q3 24 | $-234.7M | $7.7B | ||
| Q2 24 | $-289.9M | $7.3B |
总资产RHRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $4.8B | $53.1B | ||
| Q3 25 | $4.7B | $47.2B | ||
| Q2 25 | $4.7B | $44.3B | ||
| Q1 25 | $4.6B | $45.3B | ||
| Q4 24 | $4.5B | $46.0B | ||
| Q3 24 | $4.4B | $42.3B | ||
| Q2 24 | $4.2B | $42.0B |
负债/权益比RHRITM
| 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 | $131.9M | — |
| 自由现金流经营现金流 - 资本支出 | $83.0M | — |
| 自由现金流率自由现金流/营收 | 9.4% | — |
| 资本支出强度资本支出/营收 | 5.5% | — |
| 现金转化率经营现金流/净利润 | 3.64× | — |
| 过去12个月自由现金流最近4个季度 | $128.1M | — |
8季度趋势，按日历期对齐
经营现金流RHRITM
| Q1 26 | — | — | ||
| Q4 25 | $131.9M | $-114.6M | ||
| Q3 25 | $137.7M | $-2.0B | ||
| Q2 25 | $86.6M | $-557.1M | ||
| Q1 25 | $-18.8M | $1.4B | ||
| Q4 24 | $-31.4M | $-1.8B | ||
| Q3 24 | $11.2M | $768.1M | ||
| Q2 24 | $56.1M | $-55.7M |
自由现金流RHRITM
| Q1 26 | — | — | ||
| Q4 25 | $83.0M | — | ||
| Q3 25 | $80.7M | — | ||
| Q2 25 | $34.1M | — | ||
| Q1 25 | $-69.7M | — | ||
| Q4 24 | $-96.0M | — | ||
| Q3 24 | $-37.9M | — | ||
| Q2 24 | $-10.1M | — |
自由现金流率RHRITM
| Q1 26 | — | — | ||
| Q4 25 | 9.4% | — | ||
| Q3 25 | 9.0% | — | ||
| Q2 25 | 4.2% | — | ||
| Q1 25 | -8.6% | — | ||
| Q4 24 | -11.8% | — | ||
| Q3 24 | -4.6% | — | ||
| Q2 24 | -1.4% | — |
资本支出强度RHRITM
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | — | ||
| Q3 25 | 6.3% | — | ||
| Q2 25 | 6.5% | — | ||
| Q1 25 | 6.3% | — | ||
| Q4 24 | 8.0% | — | ||
| Q3 24 | 5.9% | — | ||
| Q2 24 | 9.1% | — |
现金转化率RHRITM
| Q1 26 | — | — | ||
| Q4 25 | 3.64× | -1.35× | ||
| Q3 25 | 2.66× | -9.22× | ||
| Q2 25 | 10.78× | -1.79× | ||
| Q1 25 | -1.35× | 18.03× | ||
| Q4 24 | -0.95× | -6.04× | ||
| Q3 24 | 0.39× | 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
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |
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% |
