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Rithm Capital Corp.（RITM）与Rackspace Technology, Inc.（RXT）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Rackspace Technology, Inc.的1.2倍（$828.2M vs $682.8M），Rithm Capital Corp.净利率更高（13.2% vs -4.8%，领先18.0%），Rackspace Technology, Inc.同比增速更快（-0.4% vs -40.0%），过去两年Rackspace Technology, Inc.的营收复合增速更高（-0.6% 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。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业，在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处，数据中心分布于全球多个主要城市，为客户提供专业的云计算相关服务。
RITM vs RXT — 直观对比
营收规模更大
RITM
是对方的1.2倍
$682.8M
营收增速更快
RXT
高出39.6%
-40.0%
净利率更高
RITM
高出18.0%
-4.8%
两年增速更快
RXT
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $828.2M | $682.8M |
| 净利润 | $109.5M | $-32.7M |
| 毛利率 | — | 17.6% |
| 营业利润率 | — | -0.5% |
| 净利率 | 13.2% | -4.8% |
| 营收同比 | -40.0% | -0.4% |
| 净利润同比 | 20.9% | 41.6% |
| 每股收益（稀释后） | $0.12 | $-0.13 |
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RITMRXT
| Q1 26 | $828.2M | — | ||
| Q4 25 | $1.5B | $682.8M | ||
| Q3 25 | $1.1B | $671.2M | ||
| Q2 25 | $1.2B | $666.3M | ||
| Q1 25 | $768.4M | $665.4M | ||
| Q4 24 | $2.1B | $685.6M | ||
| Q3 24 | $619.5M | $675.8M | ||
| Q2 24 | $1.2B | $684.9M |
净利润RITMRXT
| Q1 26 | $109.5M | — | ||
| Q4 25 | $85.0M | $-32.7M | ||
| Q3 25 | $221.5M | $-67.1M | ||
| Q2 25 | $311.7M | $-54.5M | ||
| Q1 25 | $78.8M | $-71.5M | ||
| Q4 24 | $290.2M | $-56.0M | ||
| Q3 24 | $121.7M | $-186.6M | ||
| Q2 24 | $235.6M | $25.0M |
毛利率RITMRXT
| Q1 26 | — | — | ||
| Q4 25 | — | 17.6% | ||
| Q3 25 | — | 19.4% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | — | 19.1% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 20.3% | ||
| Q2 24 | — | 19.2% |
营业利润率RITMRXT
| Q1 26 | — | — | ||
| Q4 25 | 13.8% | -0.5% | ||
| Q3 25 | 21.4% | -5.1% | ||
| Q2 25 | 25.2% | -3.8% | ||
| Q1 25 | 7.4% | -5.8% | ||
| Q4 24 | 23.8% | -4.2% | ||
| Q3 24 | 7.3% | -25.7% | ||
| Q2 24 | 23.6% | -7.9% |
净利率RITMRXT
| Q1 26 | 13.2% | — | ||
| Q4 25 | 5.7% | -4.8% | ||
| Q3 25 | 20.0% | -10.0% | ||
| Q2 25 | 25.6% | -8.2% | ||
| Q1 25 | 10.3% | -10.7% | ||
| Q4 24 | 14.0% | -8.2% | ||
| Q3 24 | 19.7% | -27.6% | ||
| Q2 24 | 19.2% | 3.7% |
每股收益（稀释后）RITMRXT
| Q1 26 | $0.12 | — | ||
| Q4 25 | $0.09 | $-0.13 | ||
| Q3 25 | $0.35 | $-0.28 | ||
| Q2 25 | $0.53 | $-0.23 | ||
| Q1 25 | $0.07 | $-0.31 | ||
| Q4 24 | $0.50 | $-0.20 | ||
| Q3 24 | $0.20 | $-0.82 | ||
| Q2 24 | $0.43 | $0.11 |
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 | — | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $9.1B | $-1.2B |
| 总资产 | $53.4B | $2.8B |
| 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RITMRXT
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $105.8M | ||
| Q3 25 | $1.6B | $99.5M | ||
| Q2 25 | $1.6B | $103.9M | ||
| Q1 25 | $1.5B | $128.0M | ||
| Q4 24 | $1.5B | $144.0M | ||
| Q3 24 | $1.6B | $157.1M | ||
| Q2 24 | $1.2B | $190.2M |
总债务RITMRXT
| Q1 26 | — | — | ||
| Q4 25 | $35.4B | $2.7B | ||
| Q3 25 | $32.2B | $2.8B | ||
| Q2 25 | $31.2B | $2.8B | ||
| Q1 25 | $32.2B | $2.8B | ||
| Q4 24 | $32.6B | $2.8B | ||
| Q3 24 | $29.6B | $2.8B | ||
| Q2 24 | $30.1B | $2.9B |
股东权益RITMRXT
| Q1 26 | $9.1B | — | ||
| Q4 25 | $8.4B | $-1.2B | ||
| Q3 25 | $8.5B | $-1.2B | ||
| Q2 25 | $7.9B | $-1.1B | ||
| Q1 25 | $7.8B | $-1.1B | ||
| Q4 24 | $7.8B | $-1.0B | ||
| Q3 24 | $7.7B | $-949.7M | ||
| Q2 24 | $7.3B | $-756.2M |
总资产RITMRXT
| Q1 26 | $53.4B | — | ||
| Q4 25 | $53.1B | $2.8B | ||
| Q3 25 | $47.2B | $2.8B | ||
| Q2 25 | $44.3B | $2.9B | ||
| Q1 25 | $45.3B | $3.0B | ||
| Q4 24 | $46.0B | $3.1B | ||
| Q3 24 | $42.3B | $3.1B | ||
| Q2 24 | $42.0B | $3.4B |
负债/权益比RITMRXT
| 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 | — | $59.7M |
| 自由现金流经营现金流 - 资本支出 | — | $56.0M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 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 | — | $90.6M |
8季度趋势，按日历期对齐
经营现金流RITMRXT
| Q1 26 | — | — | ||
| Q4 25 | $-114.6M | $59.7M | ||
| Q3 25 | $-2.0B | $70.7M | ||
| Q2 25 | $-557.1M | $8.4M | ||
| Q1 25 | $1.4B | $12.6M | ||
| Q4 24 | $-1.8B | $54.3M | ||
| Q3 24 | $768.1M | $51.8M | ||
| Q2 24 | $-55.7M | $24.1M |
自由现金流RITMRXT
| Q1 26 | — | — | ||
| Q4 25 | — | $56.0M | ||
| Q3 25 | — | $42.7M | ||
| Q2 25 | — | $-12.4M | ||
| Q1 25 | — | $4.3M | ||
| Q4 24 | — | $34.4M | ||
| Q3 24 | — | $27.3M | ||
| Q2 24 | — | $-14.5M |
自由现金流率RITMRXT
| Q1 26 | — | — | ||
| Q4 25 | — | 8.2% | ||
| Q3 25 | — | 6.4% | ||
| Q2 25 | — | -1.9% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | -2.1% |
资本支出强度RITMRXT
| Q1 26 | — | — | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | — | 3.1% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 3.6% | ||
| Q2 24 | — | 5.6% |
现金转化率RITMRXT
| 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× | 0.96× |
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% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
