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Rithm Capital Corp.（RITM）与SUN COMMUNITIES INC（SUI）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SUN COMMUNITIES INC的1.2倍（$828.2M vs $697.2M），Rithm Capital Corp.净利率更高（13.2% vs 1.7%，领先11.5%），SUN COMMUNITIES INC同比增速更快（-25.8% vs -40.0%），过去两年SUN COMMUNITIES INC的营收复合增速更高（-2.1% 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。
Sun Communities是一家上市房地产投资信托基金，核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日，该公司在美国、加拿大、英国三地合计持有500处相关资产的权益，专注于居住及休闲类不动产投资领域。
RITM vs SUI — 直观对比
营收规模更大
RITM
是对方的1.2倍
$697.2M
营收增速更快
SUI
高出14.2%
-40.0%
净利率更高
RITM
高出11.5%
1.7%
两年增速更快
SUI
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $828.2M | $697.2M |
| 净利润 | $109.5M | $12.1M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 13.2% | 1.7% |
| 营收同比 | -40.0% | -25.8% |
| 净利润同比 | 20.9% | -96.0% |
| 每股收益（稀释后） | $0.12 | $0.07 |
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RITMSUI
| Q1 26 | $828.2M | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.1B | $697.2M | ||
| Q2 25 | $1.2B | $623.5M | ||
| Q1 25 | $768.4M | $470.2M | ||
| Q4 24 | $2.1B | $745.9M | ||
| Q3 24 | $619.5M | $939.9M | ||
| Q2 24 | $1.2B | $864.0M |
净利润RITMSUI
| Q1 26 | $109.5M | — | ||
| Q4 25 | $85.0M | — | ||
| Q3 25 | $221.5M | $12.1M | ||
| Q2 25 | $311.7M | $1.3B | ||
| Q1 25 | $78.8M | $-41.2M | ||
| Q4 24 | $290.2M | $-228.4M | ||
| Q3 24 | $121.7M | $300.5M | ||
| Q2 24 | $235.6M | $56.7M |
营业利润率RITMSUI
| Q1 26 | — | — | ||
| Q4 25 | 13.8% | — | ||
| Q3 25 | 21.4% | — | ||
| Q2 25 | 25.2% | — | ||
| Q1 25 | 7.4% | — | ||
| Q4 24 | 23.8% | — | ||
| Q3 24 | 7.3% | — | ||
| Q2 24 | 23.6% | — |
净利率RITMSUI
| Q1 26 | 13.2% | — | ||
| Q4 25 | 5.7% | — | ||
| Q3 25 | 20.0% | 1.7% | ||
| Q2 25 | 25.6% | 210.8% | ||
| Q1 25 | 10.3% | -8.8% | ||
| Q4 24 | 14.0% | -30.6% | ||
| Q3 24 | 19.7% | 32.0% | ||
| Q2 24 | 19.2% | 6.6% |
每股收益（稀释后）RITMSUI
| Q1 26 | $0.12 | — | ||
| Q4 25 | $0.09 | — | ||
| Q3 25 | $0.35 | $0.07 | ||
| Q2 25 | $0.53 | $10.02 | ||
| Q1 25 | $0.07 | $-0.34 | ||
| Q4 24 | $0.50 | $-1.80 | ||
| Q3 24 | $0.20 | $2.31 | ||
| Q2 24 | $0.43 | $0.42 |
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 | — | $542.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $9.1B | $7.0B |
| 总资产 | $53.4B | $12.8B |
| 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RITMSUI
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.6B | $542.7M | ||
| Q2 25 | $1.6B | $889.7M | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | $47.4M | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.2B | — |
总债务RITMSUI
| Q1 26 | — | — | ||
| Q4 25 | $35.4B | — | ||
| Q3 25 | $32.2B | — | ||
| Q2 25 | $31.2B | — | ||
| Q1 25 | $32.2B | — | ||
| Q4 24 | $32.6B | $7.4B | ||
| Q3 24 | $29.6B | — | ||
| Q2 24 | $30.1B | — |
股东权益RITMSUI
| Q1 26 | $9.1B | — | ||
| Q4 25 | $8.4B | — | ||
| Q3 25 | $8.5B | $7.0B | ||
| Q2 25 | $7.9B | $7.4B | ||
| Q1 25 | $7.8B | $6.9B | ||
| Q4 24 | $7.8B | $7.1B | ||
| Q3 24 | $7.7B | $7.5B | ||
| Q2 24 | $7.3B | $6.9B |
总资产RITMSUI
| Q1 26 | $53.4B | — | ||
| Q4 25 | $53.1B | — | ||
| Q3 25 | $47.2B | $12.8B | ||
| Q2 25 | $44.3B | $13.4B | ||
| Q1 25 | $45.3B | $16.5B | ||
| Q4 24 | $46.0B | $16.5B | ||
| Q3 24 | $42.3B | $17.1B | ||
| Q2 24 | $42.0B | $17.0B |
负债/权益比RITMSUI
| Q1 26 | — | — | ||
| Q4 25 | 4.20× | — | ||
| Q3 25 | 3.79× | — | ||
| Q2 25 | 3.92× | — | ||
| Q1 25 | 4.14× | — | ||
| Q4 24 | 4.18× | 1.04× | ||
| 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 | — | $197.8M |
| 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 | — | 16.35× |
| 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RITMSUI
| Q1 26 | — | — | ||
| Q4 25 | $-114.6M | — | ||
| Q3 25 | $-2.0B | $197.8M | ||
| Q2 25 | $-557.1M | $256.0M | ||
| Q1 25 | $1.4B | $243.9M | ||
| Q4 24 | $-1.8B | $118.0M | ||
| Q3 24 | $768.1M | $189.2M | ||
| Q2 24 | $-55.7M | $311.3M |
现金转化率RITMSUI
| Q1 26 | — | — | ||
| Q4 25 | -1.35× | — | ||
| Q3 25 | -9.22× | 16.35× | ||
| Q2 25 | -1.79× | 0.19× | ||
| Q1 25 | 18.03× | — | ||
| Q4 24 | -6.04× | — | ||
| Q3 24 | 6.31× | 0.63× | ||
| Q2 24 | -0.24× | 5.49× |
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% |
SUI
暂无分部数据
