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Rithm Capital Corp.（RITM）与RXO, Inc.（RXO）财务数据对比。点击上方公司名可切换其他公司
RXO, Inc.的季度营收约是Rithm Capital Corp.的1.8倍（$1.5B vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs -3.1%，领先16.3%），RXO, Inc.同比增速更快（-11.9% vs -40.0%），过去两年RXO, Inc.的营收复合增速更高（26.8% 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。
RXO是总部位于美国的头部运输及物流解决方案供应商，核心业务覆盖货运经纪、大件商品最后一公里配送、运输管理服务与全链路供应链优化支持，主要服务北美制造业、零售业及电商领域的客户。
RITM vs RXO — 直观对比
营收规模更大
RXO
是对方的1.8倍
$828.2M
营收增速更快
RXO
高出28.1%
-40.0%
净利率更高
RITM
高出16.3%
-3.1%
两年增速更快
RXO
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $828.2M | $1.5B |
| 净利润 | $109.5M | $-46.0M |
| 毛利率 | — | — |
| 营业利润率 | — | -2.9% |
| 净利率 | 13.2% | -3.1% |
| 营收同比 | -40.0% | -11.9% |
| 净利润同比 | 20.9% | -84.0% |
| 每股收益（稀释后） | $0.12 | $-0.28 |
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RITMRXO
| Q1 26 | $828.2M | — | ||
| Q4 25 | $1.5B | $1.5B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $768.4M | $1.4B | ||
| Q4 24 | $2.1B | $1.7B | ||
| Q3 24 | $619.5M | $1.0B | ||
| Q2 24 | $1.2B | $930.0M |
净利润RITMRXO
| Q1 26 | $109.5M | — | ||
| Q4 25 | $85.0M | $-46.0M | ||
| Q3 25 | $221.5M | $-14.0M | ||
| Q2 25 | $311.7M | $-9.0M | ||
| Q1 25 | $78.8M | $-31.0M | ||
| Q4 24 | $290.2M | $-25.0M | ||
| Q3 24 | $121.7M | $-243.0M | ||
| Q2 24 | $235.6M | $-7.0M |
营业利润率RITMRXO
| Q1 26 | — | — | ||
| Q4 25 | 13.8% | -2.9% | ||
| Q3 25 | 21.4% | -0.5% | ||
| Q2 25 | 25.2% | — | ||
| Q1 25 | 7.4% | -2.1% | ||
| Q4 24 | 23.8% | -1.4% | ||
| Q3 24 | 7.3% | -1.9% | ||
| Q2 24 | 23.6% | — |
净利率RITMRXO
| Q1 26 | 13.2% | — | ||
| Q4 25 | 5.7% | -3.1% | ||
| Q3 25 | 20.0% | -1.0% | ||
| Q2 25 | 25.6% | -0.6% | ||
| Q1 25 | 10.3% | -2.2% | ||
| Q4 24 | 14.0% | -1.5% | ||
| Q3 24 | 19.7% | -23.4% | ||
| Q2 24 | 19.2% | -0.8% |
每股收益（稀释后）RITMRXO
| Q1 26 | $0.12 | — | ||
| Q4 25 | $0.09 | $-0.28 | ||
| Q3 25 | $0.35 | $-0.08 | ||
| Q2 25 | $0.53 | $-0.05 | ||
| Q1 25 | $0.07 | $-0.18 | ||
| Q4 24 | $0.50 | $-0.17 | ||
| Q3 24 | $0.20 | $-1.81 | ||
| Q2 24 | $0.43 | $-0.06 |
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 | — | $17.0M |
| 总债务越低越好 | — | $387.0M |
| 股东权益账面价值 | $9.1B | $1.5B |
| 总资产 | $53.4B | $3.3B |
| 负债/权益比越低杠杆越低 | — | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资RITMRXO
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $17.0M | ||
| Q3 25 | $1.6B | $25.0M | ||
| Q2 25 | $1.6B | $18.0M | ||
| Q1 25 | $1.5B | $16.0M | ||
| Q4 24 | $1.5B | $35.0M | ||
| Q3 24 | $1.6B | $55.0M | ||
| Q2 24 | $1.2B | $7.0M |
总债务RITMRXO
| Q1 26 | — | — | ||
| Q4 25 | $35.4B | $387.0M | ||
| Q3 25 | $32.2B | $387.0M | ||
| Q2 25 | $31.2B | $387.0M | ||
| Q1 25 | $32.2B | $387.0M | ||
| Q4 24 | $32.6B | $351.0M | ||
| Q3 24 | $29.6B | $352.0M | ||
| Q2 24 | $30.1B | $370.0M |
股东权益RITMRXO
| Q1 26 | $9.1B | — | ||
| Q4 25 | $8.4B | $1.5B | ||
| Q3 25 | $8.5B | $1.6B | ||
| Q2 25 | $7.9B | $1.6B | ||
| Q1 25 | $7.8B | $1.6B | ||
| Q4 24 | $7.8B | $1.6B | ||
| Q3 24 | $7.7B | $1.7B | ||
| Q2 24 | $7.3B | $579.0M |
总资产RITMRXO
| Q1 26 | $53.4B | — | ||
| Q4 25 | $53.1B | $3.3B | ||
| Q3 25 | $47.2B | $3.2B | ||
| Q2 25 | $44.3B | $3.2B | ||
| Q1 25 | $45.3B | $3.3B | ||
| Q4 24 | $46.0B | $3.4B | ||
| Q3 24 | $42.3B | $3.4B | ||
| Q2 24 | $42.0B | $1.8B |
负债/权益比RITMRXO
| Q1 26 | — | — | ||
| Q4 25 | 4.20× | 0.25× | ||
| Q3 25 | 3.79× | 0.24× | ||
| Q2 25 | 3.92× | 0.24× | ||
| Q1 25 | 4.14× | 0.24× | ||
| Q4 24 | 4.18× | 0.22× | ||
| Q3 24 | 3.87× | 0.21× | ||
| Q2 24 | 4.10× | 0.64× |
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 | — | $7.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-9.0M |
| 自由现金流率自由现金流/营收 | — | -0.6% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 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 | — | $-8.0M |
8季度趋势，按日历期对齐
经营现金流RITMRXO
| Q1 26 | — | — | ||
| Q4 25 | $-114.6M | $7.0M | ||
| Q3 25 | $-2.0B | $23.0M | ||
| Q2 25 | $-557.1M | $23.0M | ||
| Q1 25 | $1.4B | $-2.0M | ||
| Q4 24 | $-1.8B | $-7.0M | ||
| Q3 24 | $768.1M | $-7.0M | ||
| Q2 24 | $-55.7M | $-5.0M |
自由现金流RITMRXO
| Q1 26 | — | — | ||
| Q4 25 | — | $-9.0M | ||
| Q3 25 | — | $9.0M | ||
| Q2 25 | — | $9.0M | ||
| Q1 25 | — | $-17.0M | ||
| Q4 24 | — | $-19.0M | ||
| Q3 24 | — | $-18.0M | ||
| Q2 24 | — | $-16.0M |
自由现金流率RITMRXO
| Q1 26 | — | — | ||
| Q4 25 | — | -0.6% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | -1.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | — | -1.7% | ||
| Q2 24 | — | -1.7% |
资本支出强度RITMRXO
| Q1 26 | — | — | ||
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.2% |
现金转化率RITMRXO
| Q1 26 | — | — | ||
| Q4 25 | -1.35× | — | ||
| Q3 25 | -9.22× | — | ||
| Q2 25 | -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
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% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
