vs
ノードソン（NDSN）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
ノードソンの直近四半期売上が大きい（$751.8M vs $737.8M、Ryman Hospitality Properties, Inc.の約1.0倍）。ノードソンの純利益率が高く（20.2% vs 10.1%、差は10.1%）。Ryman Hospitality Properties, Inc.の前年同期比売上増加率が高い（13.9% vs 1.0%）。ノードソンの直近四半期フリーキャッシュフローが多い（$193.9M vs $58.5M）。過去8四半期でRyman Hospitality Properties, Inc.の売上複合成長率が高い（18.2% vs 9.0%）
ノードソンコーポレーションは米国発祥の多国籍企業で、民生用・産業用接着剤、シーラント、コーティング向けの塗布装置の設計・製造を主力とし、電子部品の検査装置、硬化・表面処理プロセス用技術システム、医療機器・部品技術の開発製造も手がけています。
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。
NDSN vs RHP — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $751.8M | $737.8M |
| 純利益 | $151.6M | $74.5M |
| 粗利率 | 56.3% | 41.4% |
| 営業利益率 | 28.5% | 19.4% |
| 純利益率 | 20.2% | 10.1% |
| 売上前年比 | 1.0% | 13.9% |
| 純利益前年比 | 24.1% | 3.0% |
| EPS（希薄化後） | $2.67 | $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 | $751.8M | $737.8M | ||
| Q3 25 | $741.5M | $592.5M | ||
| Q2 25 | $682.9M | $659.5M | ||
| Q1 25 | $615.4M | $587.3M | ||
| Q4 24 | $744.5M | $647.6M | ||
| Q3 24 | $661.6M | $550.0M | ||
| Q2 24 | $650.6M | $613.3M | ||
| Q1 24 | $633.2M | $528.3M |
| Q4 25 | $151.6M | $74.5M | ||
| Q3 25 | $125.8M | $34.9M | ||
| Q2 25 | $112.4M | $71.8M | ||
| Q1 25 | $94.7M | $63.0M | ||
| Q4 24 | $122.2M | $72.3M | ||
| Q3 24 | $117.3M | $59.0M | ||
| Q2 24 | $118.2M | $100.8M | ||
| Q1 24 | $109.6M | $42.8M |
| Q4 25 | 56.3% | 41.4% | ||
| Q3 25 | 54.8% | 40.9% | ||
| Q2 25 | 54.7% | 49.7% | ||
| Q1 25 | 54.6% | 44.4% | ||
| Q4 24 | 54.1% | 40.4% | ||
| Q3 24 | 55.8% | 43.1% | ||
| Q2 24 | 56.2% | 48.4% | ||
| Q1 24 | 55.0% | 41.5% |
| Q4 25 | 28.5% | 19.4% | ||
| Q3 25 | 25.3% | 15.0% | ||
| Q2 25 | 24.7% | 21.1% | ||
| Q1 25 | 22.9% | 19.8% | ||
| Q4 24 | 24.0% | 18.6% | ||
| Q3 24 | 25.3% | 19.3% | ||
| Q2 24 | 25.9% | 27.4% | ||
| Q1 24 | 25.2% | 18.2% |
| Q4 25 | 20.2% | 10.1% | ||
| Q3 25 | 17.0% | 5.9% | ||
| Q2 25 | 16.5% | 10.9% | ||
| Q1 25 | 15.4% | 10.7% | ||
| Q4 24 | 16.4% | 11.2% | ||
| Q3 24 | 17.7% | 10.7% | ||
| Q2 24 | 18.2% | 16.4% | ||
| Q1 24 | 17.3% | 8.1% |
| Q4 25 | $2.67 | $1.12 | ||
| Q3 25 | $2.22 | $0.53 | ||
| Q2 25 | $1.97 | $1.12 | ||
| Q1 25 | $1.65 | $1.00 | ||
| Q4 24 | $2.12 | $1.12 | ||
| Q3 24 | $2.04 | $0.94 | ||
| Q2 24 | $2.05 | $1.65 | ||
| Q1 24 | $1.90 | $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 | $108.4M | $471.4M |
| 総負債低いほど良い | $2.0B | — |
| 株主資本純資産 | $3.0B | $750.2M |
| 総資産 | $5.9B | $6.2B |
| 負債/資本比率低いほどレバレッジが低い | 0.66× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $108.4M | $471.4M | ||
| Q3 25 | $147.8M | $483.3M | ||
| Q2 25 | $130.2M | $420.6M | ||
| Q1 25 | $130.4M | $413.9M | ||
| Q4 24 | $116.0M | $477.7M | ||
| Q3 24 | $165.3M | $534.9M | ||
| Q2 24 | $125.4M | $498.4M | ||
| Q1 24 | $136.2M | $465.3M |
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.5B | — | ||
| Q1 24 | $1.6B | — |
| Q4 25 | $3.0B | $750.2M | ||
| Q3 25 | $3.0B | $758.5M | ||
| Q2 25 | $3.0B | $800.4M | ||
| Q1 25 | $2.9B | $531.5M | ||
| Q4 24 | $2.9B | $549.0M | ||
| Q3 24 | $2.9B | $551.9M | ||
| Q2 24 | $2.8B | $562.6M | ||
| Q1 24 | $2.7B | $529.9M |
| Q4 25 | $5.9B | $6.2B | ||
| Q3 25 | $6.0B | $6.2B | ||
| Q2 25 | $6.1B | $6.1B | ||
| Q1 25 | $5.9B | $5.2B | ||
| Q4 24 | $6.0B | $5.2B | ||
| Q3 24 | $5.2B | $5.2B | ||
| Q2 24 | $5.2B | $5.1B | ||
| Q1 24 | $5.2B | $5.1B |
| Q4 25 | 0.66× | — | ||
| Q3 25 | 0.71× | — | ||
| Q2 25 | 0.74× | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | 0.52× | — | ||
| Q2 24 | 0.55× | — | ||
| Q1 24 | 0.60× | — |
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 | $202.9M | $164.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $193.9M | $58.5M |
| FCFマージンFCF / 売上 | 25.8% | 7.9% |
| 設備投資強度設備投資 / 売上 | 1.2% | 14.4% |
| キャッシュ転換率営業CF / 純利益 | 1.34× | 2.21× |
| 直近12ヶ月FCF直近4四半期 | $661.1M | $232.4M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $202.9M | $164.7M | ||
| Q3 25 | $238.0M | $205.2M | ||
| Q2 25 | $119.2M | $122.5M | ||
| Q1 25 | $159.1M | $98.2M | ||
| Q4 24 | $96.4M | $166.6M | ||
| Q3 24 | $164.8M | $218.1M | ||
| Q2 24 | $122.6M | $184.3M | ||
| Q1 24 | $172.4M | $7.5M |
| Q4 25 | $193.9M | $58.5M | ||
| Q3 25 | $226.4M | $135.4M | ||
| Q2 25 | $103.1M | $53.0M | ||
| Q1 25 | $137.7M | $-14.5M | ||
| Q4 24 | $75.8M | $76.0M | ||
| Q3 24 | $143.0M | $85.7M | ||
| Q2 24 | $108.2M | $78.8M | ||
| Q1 24 | $164.8M | $-72.0M |
| Q4 25 | 25.8% | 7.9% | ||
| Q3 25 | 30.5% | 22.9% | ||
| Q2 25 | 15.1% | 8.0% | ||
| Q1 25 | 22.4% | -2.5% | ||
| Q4 24 | 10.2% | 11.7% | ||
| Q3 24 | 21.6% | 15.6% | ||
| Q2 24 | 16.6% | 12.9% | ||
| Q1 24 | 26.0% | -13.6% |
| Q4 25 | 1.2% | 14.4% | ||
| Q3 25 | 1.6% | 11.8% | ||
| Q2 25 | 2.3% | 10.5% | ||
| Q1 25 | 3.5% | 19.2% | ||
| Q4 24 | 2.8% | 14.0% | ||
| Q3 24 | 3.3% | 24.1% | ||
| Q2 24 | 2.2% | 17.2% | ||
| Q1 24 | 1.2% | 15.0% |
| Q4 25 | 1.34× | 2.21× | ||
| Q3 25 | 1.89× | 5.88× | ||
| Q2 25 | 1.06× | 1.71× | ||
| Q1 25 | 1.68× | 1.56× | ||
| Q4 24 | 0.79× | 2.30× | ||
| Q3 24 | 1.41× | 3.70× | ||
| Q2 24 | 1.04× | 1.83× | ||
| Q1 24 | 1.57× | 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
NDSN
| Advanced Technology Systems | $624.5M | 83% |
| Other | $127.3M | 17% |
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% |
