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BWX Technologies, Inc.（BWXT）とRyman Hospitality Properties, Inc.（RHP）の財務データ比較。上の社名をクリックして会社を切り替えられます
BWX Technologies, Inc.の直近四半期売上が大きい（$885.8M vs $737.8M、Ryman Hospitality Properties, Inc.の約1.2倍）。BWX Technologies, Inc.の純利益率が高く（10.5% vs 10.1%、差は0.4%）。BWX Technologies, Inc.の前年同期比売上増加率が高い（18.7% vs 13.9%）。Ryman Hospitality Properties, Inc.の直近四半期フリーキャッシュフローが多い（$58.5M vs $56.8M）。過去8四半期でBWX Technologies, Inc.の売上複合成長率が高い（21.1% vs 18.2%）
BWXテクノロジーズ社（略称BWXT）は米国バージニア州リンチバーグに本社を置き、原子力関連部品及び燃料を世界各国に供給する企業です。原子力発電や関連産業分野の顧客ニーズに応え、高品質な製品を提供しています。
ライマン・ホスピタリティ・プロパティーズは、ホテル・リゾート・エンターテインメント・メディア事業を手がける企業で、テネシー州ナッシュビルに所在する国の歴史的ランドマーク「ライマン・オーディトリアム」に由来して社名が付けられた。1983年のWSM社買収を機に現在の事業基盤を構築、人気音楽公演ブランド「グランド・オール・オプリ」なども保有している。
BWXT vs RHP — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $885.8M | $737.8M |
| 純利益 | $93.0M | $74.5M |
| 粗利率 | — | 41.4% |
| 営業利益率 | 10.4% | 19.4% |
| 純利益率 | 10.5% | 10.1% |
| 売上前年比 | 18.7% | 13.9% |
| 純利益前年比 | 30.9% | 3.0% |
| EPS（希薄化後） | $1.02 | $1.12 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $885.8M | $737.8M | ||
| Q3 25 | $866.3M | $592.5M | ||
| Q2 25 | $764.0M | $659.5M | ||
| Q1 25 | $682.3M | $587.3M | ||
| Q4 24 | $746.3M | $647.6M | ||
| Q3 24 | $672.0M | $550.0M | ||
| Q2 24 | $681.5M | $613.3M | ||
| Q1 24 | $604.0M | $528.3M |
| Q4 25 | $93.0M | $74.5M | ||
| Q3 25 | $82.1M | $34.9M | ||
| Q2 25 | $78.4M | $71.8M | ||
| Q1 25 | $75.5M | $63.0M | ||
| Q4 24 | $71.0M | $72.3M | ||
| Q3 24 | $69.5M | $59.0M | ||
| Q2 24 | $73.0M | $100.8M | ||
| Q1 24 | $68.5M | $42.8M |
| Q4 25 | — | 41.4% | ||
| Q3 25 | 21.8% | 40.9% | ||
| Q2 25 | 25.1% | 49.7% | ||
| Q1 25 | 24.2% | 44.4% | ||
| Q4 24 | — | 40.4% | ||
| Q3 24 | 24.4% | 43.1% | ||
| Q2 24 | 24.7% | 48.4% | ||
| Q1 24 | 24.6% | 41.5% |
| Q4 25 | 10.4% | 19.4% | ||
| Q3 25 | 13.1% | 15.0% | ||
| Q2 25 | 13.4% | 21.1% | ||
| Q1 25 | 14.2% | 19.8% | ||
| Q4 24 | 12.4% | 18.6% | ||
| Q3 24 | 14.4% | 19.3% | ||
| Q2 24 | 14.5% | 27.4% | ||
| Q1 24 | 15.4% | 18.2% |
| Q4 25 | 10.5% | 10.1% | ||
| Q3 25 | 9.5% | 5.9% | ||
| Q2 25 | 10.3% | 10.9% | ||
| Q1 25 | 11.1% | 10.7% | ||
| Q4 24 | 9.5% | 11.2% | ||
| Q3 24 | 10.3% | 10.7% | ||
| Q2 24 | 10.7% | 16.4% | ||
| Q1 24 | 11.3% | 8.1% |
| Q4 25 | $1.02 | $1.12 | ||
| Q3 25 | $0.89 | $0.53 | ||
| Q2 25 | $0.85 | $1.12 | ||
| Q1 25 | $0.82 | $1.00 | ||
| Q4 24 | $0.77 | $1.12 | ||
| Q3 24 | $0.76 | $0.94 | ||
| Q2 24 | $0.79 | $1.65 | ||
| Q1 24 | $0.75 | $0.67 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $499.8M | $471.4M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.2B | $750.2M |
| 総資産 | $4.3B | $6.2B |
| 負債/資本比率低いほどレバレッジが低い | — | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $499.8M | $471.4M | ||
| Q3 25 | $79.6M | $483.3M | ||
| Q2 25 | $37.0M | $420.6M | ||
| Q1 25 | $55.4M | $413.9M | ||
| Q4 24 | $74.1M | $477.7M | ||
| Q3 24 | $35.5M | $534.9M | ||
| Q2 24 | $48.3M | $498.4M | ||
| Q1 24 | $45.9M | $465.3M |
| Q4 25 | $1.2B | $750.2M | ||
| Q3 25 | $1.2B | $758.5M | ||
| Q2 25 | $1.2B | $800.4M | ||
| Q1 25 | $1.1B | $531.5M | ||
| Q4 24 | $1.1B | $549.0M | ||
| Q3 24 | $1.1B | $551.9M | ||
| Q2 24 | $998.5M | $562.6M | ||
| Q1 24 | $946.2M | $529.9M |
| Q4 25 | $4.3B | $6.2B | ||
| Q3 25 | $3.8B | $6.2B | ||
| Q2 25 | $3.7B | $6.1B | ||
| Q1 25 | $3.1B | $5.2B | ||
| Q4 24 | $2.9B | $5.2B | ||
| Q3 24 | $2.9B | $5.2B | ||
| Q2 24 | $2.8B | $5.1B | ||
| Q1 24 | $2.8B | $5.1B |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $127.0M | $164.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $56.8M | $58.5M |
| FCFマージンFCF / 売上 | 6.4% | 7.9% |
| 設備投資強度設備投資 / 売上 | 7.9% | 14.4% |
| キャッシュ転換率営業CF / 純利益 | 1.37× | 2.21× |
| 直近12ヶ月FCF直近4四半期 | $295.3M | $232.4M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $127.0M | $164.7M | ||
| Q3 25 | $143.2M | $205.2M | ||
| Q2 25 | $159.0M | $122.5M | ||
| Q1 25 | $50.6M | $98.2M | ||
| Q4 24 | $276.9M | $166.6M | ||
| Q3 24 | $32.6M | $218.1M | ||
| Q2 24 | $65.9M | $184.3M | ||
| Q1 24 | $33.0M | $7.5M |
| Q4 25 | $56.8M | $58.5M | ||
| Q3 25 | $94.9M | $135.4M | ||
| Q2 25 | $126.3M | $53.0M | ||
| Q1 25 | $17.3M | $-14.5M | ||
| Q4 24 | $224.4M | $76.0M | ||
| Q3 24 | $-7.7M | $85.7M | ||
| Q2 24 | $35.5M | $78.8M | ||
| Q1 24 | $2.6M | $-72.0M |
| Q4 25 | 6.4% | 7.9% | ||
| Q3 25 | 11.0% | 22.9% | ||
| Q2 25 | 16.5% | 8.0% | ||
| Q1 25 | 2.5% | -2.5% | ||
| Q4 24 | 30.1% | 11.7% | ||
| Q3 24 | -1.1% | 15.6% | ||
| Q2 24 | 5.2% | 12.9% | ||
| Q1 24 | 0.4% | -13.6% |
| Q4 25 | 7.9% | 14.4% | ||
| Q3 25 | 5.6% | 11.8% | ||
| Q2 25 | 4.3% | 10.5% | ||
| Q1 25 | 4.9% | 19.2% | ||
| Q4 24 | 7.0% | 14.0% | ||
| Q3 24 | 6.0% | 24.1% | ||
| Q2 24 | 4.5% | 17.2% | ||
| Q1 24 | 5.0% | 15.0% |
| Q4 25 | 1.37× | 2.21× | ||
| Q3 25 | 1.74× | 5.88× | ||
| Q2 25 | 2.03× | 1.71× | ||
| Q1 25 | 0.67× | 1.56× | ||
| Q4 24 | 3.90× | 2.30× | ||
| Q3 24 | 0.47× | 3.70× | ||
| Q2 24 | 0.90× | 1.83× | ||
| Q1 24 | 0.48× | 0.17× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
BWXT
| Nuclear Component Program | $436.4M | 49% |
| Nuclear Manufacturing | $134.8M | 15% |
| Cost Plus Fee | $116.1M | 13% |
| Uranium And Nuclear Services | $103.8M | 12% |
| Commercial Operations | $49.0M | 6% |
| Commercial Operations Segment | $33.7M | 4% |
| Transferred At Point In Time | $1.3M | 0% |
RHP
| Hotel Other | $157.7M | 21% |
| Gaylord Opryland | $147.4M | 20% |
| Hotel Transient Rooms | $93.6M | 13% |
| Hotel Food And Beverage Outlets | $92.2M | 12% |
| Gaylord Palms | $88.2M | 12% |
| Jw Marriott Hill Country | $53.7M | 7% |
| Entertainment Admissions And Ticketing | $43.1M | 6% |
| Entertainment Food And Beverage | $38.1M | 5% |
| Entertainment Retail And Other | $28.3M | 4% |
| Ac Hotel | $2.4M | 0% |
