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Rithm Capital Corp.（RITM）与Royalty Pharma plc（RPRX）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Royalty Pharma plc的1.3倍（$828.2M vs $622.0M），Royalty Pharma plc净利率更高（34.4% vs 13.2%，领先21.2%），Rithm Capital Corp.同比增速更快（508.5% vs 4.8%），过去两年Royalty Pharma plc的营收复合增速更高（4.6% vs -17.9%）
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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
RITM vs RPRX — 直观对比
营收规模更大
RITM
是对方的1.3倍
$622.0M
营收增速更快
RITM
高出503.7%
4.8%
净利率更高
RPRX
高出21.2%
13.2%
两年增速更快
RPRX
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $828.2M | $622.0M |
| 净利润 | $109.5M | $214.2M |
| 毛利率 | — | — |
| 营业利润率 | 29.9% | 62.4% |
| 净利率 | 13.2% | 34.4% |
| 营收同比 | 508.5% | 4.8% |
| 净利润同比 | 27.7% | 2.9% |
| 每股收益（稀释后） | $0.12 | $0.49 |
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RITMRPRX
| Q1 26 | $828.2M | — | ||
| Q4 25 | $1.5B | $622.0M | ||
| Q3 25 | $1.1B | $609.3M | ||
| Q2 25 | $1.2B | $578.7M | ||
| Q1 25 | $768.4M | $568.2M | ||
| Q4 24 | $2.1B | $593.6M | ||
| Q3 24 | $619.5M | $564.7M | ||
| Q2 24 | $1.2B | $537.3M |
净利润RITMRPRX
| Q1 26 | $109.5M | — | ||
| Q4 25 | $85.0M | $214.2M | ||
| Q3 25 | $221.5M | $288.2M | ||
| Q2 25 | $311.7M | $30.2M | ||
| Q1 25 | $78.8M | $238.3M | ||
| Q4 24 | $290.2M | $208.2M | ||
| Q3 24 | $121.7M | $544.0M | ||
| Q2 24 | $235.6M | $102.0M |
营业利润率RITMRPRX
| Q1 26 | 29.9% | — | ||
| Q4 25 | 13.8% | 62.4% | ||
| Q3 25 | 21.4% | 70.1% | ||
| Q2 25 | 25.2% | 36.3% | ||
| Q1 25 | 7.4% | 94.0% | ||
| Q4 24 | 23.8% | 60.9% | ||
| Q3 24 | 7.3% | — | ||
| Q2 24 | 23.6% | 50.2% |
净利率RITMRPRX
| Q1 26 | 13.2% | — | ||
| Q4 25 | 5.7% | 34.4% | ||
| Q3 25 | 20.0% | 47.3% | ||
| Q2 25 | 25.6% | 5.2% | ||
| Q1 25 | 10.3% | 41.9% | ||
| Q4 24 | 14.0% | 35.1% | ||
| Q3 24 | 19.7% | 96.3% | ||
| Q2 24 | 19.2% | 19.0% |
每股收益（稀释后）RITMRPRX
| Q1 26 | $0.12 | — | ||
| Q4 25 | $0.09 | $0.49 | ||
| Q3 25 | $0.35 | $0.67 | ||
| Q2 25 | $0.53 | $0.07 | ||
| Q1 25 | $0.07 | $0.55 | ||
| Q4 24 | $0.50 | $0.46 | ||
| Q3 24 | $0.20 | $1.21 | ||
| Q2 24 | $0.43 | $0.23 |
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 | — | $618.7M |
| 总债务越低越好 | — | $9.0B |
| 股东权益账面价值 | $9.1B | $9.7B |
| 总资产 | $53.4B | $19.6B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资RITMRPRX
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $618.7M | ||
| Q3 25 | $1.6B | $938.9M | ||
| Q2 25 | $1.6B | $631.9M | ||
| Q1 25 | $1.5B | $1.1B | ||
| Q4 24 | $1.5B | $929.0M | ||
| Q3 24 | $1.6B | $950.1M | ||
| Q2 24 | $1.2B | $1.8B |
总债务RITMRPRX
| Q1 26 | — | — | ||
| Q4 25 | $35.4B | $9.0B | ||
| Q3 25 | $32.2B | $8.9B | ||
| Q2 25 | $31.2B | $8.0B | ||
| Q1 25 | $32.2B | $7.6B | ||
| Q4 24 | $32.6B | $7.6B | ||
| Q3 24 | $29.6B | $7.6B | ||
| Q2 24 | $30.1B | $7.6B |
股东权益RITMRPRX
| Q1 26 | $9.1B | — | ||
| Q4 25 | $8.4B | $9.7B | ||
| Q3 25 | $8.5B | $9.6B | ||
| Q2 25 | $7.9B | $9.5B | ||
| Q1 25 | $7.8B | $9.8B | ||
| Q4 24 | $7.8B | $10.3B | ||
| Q3 24 | $7.7B | $10.3B | ||
| Q2 24 | $7.3B | $9.8B |
总资产RITMRPRX
| Q1 26 | $53.4B | — | ||
| Q4 25 | $53.1B | $19.6B | ||
| Q3 25 | $47.2B | $19.3B | ||
| Q2 25 | $44.3B | $18.3B | ||
| Q1 25 | $45.3B | $17.6B | ||
| Q4 24 | $46.0B | $18.2B | ||
| Q3 24 | $42.3B | $18.0B | ||
| Q2 24 | $42.0B | $17.7B |
负债/权益比RITMRPRX
| Q1 26 | — | — | ||
| Q4 25 | 4.20× | 0.92× | ||
| Q3 25 | 3.79× | 0.93× | ||
| Q2 25 | 3.92× | 0.84× | ||
| Q1 25 | 4.14× | 0.78× | ||
| Q4 24 | 4.18× | 0.74× | ||
| Q3 24 | 3.87× | 0.74× | ||
| Q2 24 | 4.10× | 0.78× |
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 | — | $827.1M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 3.86× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流RITMRPRX
| Q1 26 | — | — | ||
| Q4 25 | $-114.6M | $827.1M | ||
| Q3 25 | $-2.0B | $702.6M | ||
| Q2 25 | $-557.1M | $364.0M | ||
| Q1 25 | $1.4B | $596.1M | ||
| Q4 24 | $-1.8B | $742.5M | ||
| Q3 24 | $768.1M | $703.6M | ||
| Q2 24 | $-55.7M | $658.2M |
现金转化率RITMRPRX
| Q1 26 | — | — | ||
| Q4 25 | -1.35× | 3.86× | ||
| Q3 25 | -9.22× | 2.44× | ||
| Q2 25 | -1.79× | 12.06× | ||
| Q1 25 | 18.03× | 2.50× | ||
| Q4 24 | -6.04× | 3.57× | ||
| Q3 24 | 6.31× | 1.29× | ||
| Q2 24 | -0.24× | 6.45× |
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
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
