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Rithm Capital Corp.（RITM）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
思佳讯的季度营收约是Rithm Capital Corp.的1.3倍（$1.0B vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 7.6%，领先5.6%），思佳讯同比增速更快（8.6% vs -40.0%），过去两年思佳讯的营收复合增速更高（-0.5% 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。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
RITM vs SWKS — 直观对比
营收规模更大
SWKS
是对方的1.3倍
$828.2M
营收增速更快
SWKS
高出48.6%
-40.0%
净利率更高
RITM
高出5.6%
7.6%
两年增速更快
SWKS
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $828.2M | $1.0B |
| 净利润 | $109.5M | $79.2M |
| 毛利率 | — | 41.3% |
| 营业利润率 | — | 10.0% |
| 净利率 | 13.2% | 7.6% |
| 营收同比 | -40.0% | 8.6% |
| 净利润同比 | 20.9% | 15.3% |
| 每股收益（稀释后） | $0.12 | $0.53 |
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RITMSWKS
| Q1 26 | $828.2M | $1.0B | ||
| Q4 25 | $1.5B | $1.1B | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.2B | $965.0M | ||
| Q1 25 | $768.4M | $953.2M | ||
| Q4 24 | $2.1B | $1.1B | ||
| Q3 24 | $619.5M | $1.0B | ||
| Q2 24 | $1.2B | $905.5M |
净利润RITMSWKS
| Q1 26 | $109.5M | $79.2M | ||
| Q4 25 | $85.0M | $141.4M | ||
| Q3 25 | $221.5M | — | ||
| Q2 25 | $311.7M | $105.0M | ||
| Q1 25 | $78.8M | $68.7M | ||
| Q4 24 | $290.2M | $162.0M | ||
| Q3 24 | $121.7M | $60.5M | ||
| Q2 24 | $235.6M | $120.9M |
毛利率RITMSWKS
| Q1 26 | — | 41.3% | ||
| Q4 25 | — | 40.7% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 41.6% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 41.9% | ||
| Q2 24 | — | 40.2% |
营业利润率RITMSWKS
| Q1 26 | — | 10.0% | ||
| Q4 25 | 13.8% | 10.1% | ||
| Q3 25 | 21.4% | — | ||
| Q2 25 | 25.2% | 11.5% | ||
| Q1 25 | 7.4% | 10.2% | ||
| Q4 24 | 23.8% | 16.9% | ||
| Q3 24 | 7.3% | 5.8% | ||
| Q2 24 | 23.6% | 14.4% |
净利率RITMSWKS
| Q1 26 | 13.2% | 7.6% | ||
| Q4 25 | 5.7% | 12.9% | ||
| Q3 25 | 20.0% | — | ||
| Q2 25 | 25.6% | 10.9% | ||
| Q1 25 | 10.3% | 7.2% | ||
| Q4 24 | 14.0% | 15.2% | ||
| Q3 24 | 19.7% | 5.9% | ||
| Q2 24 | 19.2% | 13.4% |
每股收益（稀释后）RITMSWKS
| Q1 26 | $0.12 | $0.53 | ||
| Q4 25 | $0.09 | $0.95 | ||
| Q3 25 | $0.35 | — | ||
| Q2 25 | $0.53 | $0.70 | ||
| Q1 25 | $0.07 | $0.43 | ||
| Q4 24 | $0.50 | $1.00 | ||
| Q3 24 | $0.20 | $0.36 | ||
| Q2 24 | $0.43 | $0.75 |
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 | — | $1.6B |
| 总债务越低越好 | — | $496.6M |
| 股东权益账面价值 | $9.1B | $5.8B |
| 总资产 | $53.4B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资RITMSWKS
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.8B | $1.4B | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.6B | $1.3B | ||
| Q1 25 | $1.5B | $1.5B | ||
| Q4 24 | $1.5B | $1.7B | ||
| Q3 24 | $1.6B | $1.6B | ||
| Q2 24 | $1.2B | $1.3B |
总债务RITMSWKS
| Q1 26 | — | $496.6M | ||
| Q4 25 | $35.4B | $496.4M | ||
| Q3 25 | $32.2B | — | ||
| Q2 25 | $31.2B | $496.2M | ||
| Q1 25 | $32.2B | $995.1M | ||
| Q4 24 | $32.6B | $994.7M | ||
| Q3 24 | $29.6B | $994.3M | ||
| Q2 24 | $30.1B | $994.0M |
股东权益RITMSWKS
| Q1 26 | $9.1B | $5.8B | ||
| Q4 25 | $8.4B | $5.8B | ||
| Q3 25 | $8.5B | — | ||
| Q2 25 | $7.9B | $5.7B | ||
| Q1 25 | $7.8B | $5.9B | ||
| Q4 24 | $7.8B | $6.4B | ||
| Q3 24 | $7.7B | $6.3B | ||
| Q2 24 | $7.3B | $6.3B |
总资产RITMSWKS
| Q1 26 | $53.4B | $7.9B | ||
| Q4 25 | $53.1B | $7.9B | ||
| Q3 25 | $47.2B | — | ||
| Q2 25 | $44.3B | $7.7B | ||
| Q1 25 | $45.3B | $7.9B | ||
| Q4 24 | $46.0B | $8.3B | ||
| Q3 24 | $42.3B | $8.3B | ||
| Q2 24 | $42.0B | $8.2B |
负债/权益比RITMSWKS
| Q1 26 | — | 0.09× | ||
| Q4 25 | 4.20× | 0.09× | ||
| Q3 25 | 3.79× | — | ||
| Q2 25 | 3.92× | 0.09× | ||
| Q1 25 | 4.14× | 0.17× | ||
| Q4 24 | 4.18× | 0.16× | ||
| Q3 24 | 3.87× | 0.16× | ||
| Q2 24 | 4.10× | 0.16× |
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 | — | $395.5M |
| 自由现金流经营现金流 - 资本支出 | — | $339.0M |
| 自由现金流率自由现金流/营收 | — | 32.7% |
| 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 | — | 4.99× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势，按日历期对齐
经营现金流RITMSWKS
| Q1 26 | — | $395.5M | ||
| Q4 25 | $-114.6M | $200.0M | ||
| Q3 25 | $-2.0B | — | ||
| Q2 25 | $-557.1M | $314.2M | ||
| Q1 25 | $1.4B | $409.4M | ||
| Q4 24 | $-1.8B | $377.2M | ||
| Q3 24 | $768.1M | $476.1M | ||
| Q2 24 | $-55.7M | $273.4M |
自由现金流RITMSWKS
| Q1 26 | — | $339.0M | ||
| Q4 25 | — | $144.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $252.7M | ||
| Q1 25 | — | $370.9M | ||
| Q4 24 | — | $338.2M | ||
| Q3 24 | — | $393.3M | ||
| Q2 24 | — | $249.0M |
自由现金流率RITMSWKS
| Q1 26 | — | 32.7% | ||
| Q4 25 | — | 13.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 26.2% | ||
| Q1 25 | — | 38.9% | ||
| Q4 24 | — | 31.7% | ||
| Q3 24 | — | 38.4% | ||
| Q2 24 | — | 27.5% |
资本支出强度RITMSWKS
| Q1 26 | — | 5.5% | ||
| Q4 25 | — | 5.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 6.4% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | — | 3.6% | ||
| Q3 24 | — | 8.1% | ||
| Q2 24 | — | 2.7% |
现金转化率RITMSWKS
| Q1 26 | — | 4.99× | ||
| Q4 25 | -1.35× | 1.41× | ||
| Q3 25 | -9.22× | — | ||
| Q2 25 | -1.79× | 2.99× | ||
| Q1 25 | 18.03× | 5.96× | ||
| Q4 24 | -6.04× | 2.33× | ||
| Q3 24 | 6.31× | 7.87× | ||
| Q2 24 | -0.24× | 2.26× |
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% |
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |
