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PHIBRO ANIMAL HEALTH CORP（PAHC）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
Ryman Hospitality Properties, Inc.の直近四半期売上が大きい（$737.8M vs $373.9M、PHIBRO ANIMAL HEALTH CORPの約2.0倍）。Ryman Hospitality Properties, Inc.の純利益率が高く（10.1% vs 7.3%、差は2.7%）。PHIBRO ANIMAL HEALTH CORPの前年同期比売上増加率が高い（20.9% 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 $8.3M）。過去8四半期でPHIBRO ANIMAL HEALTH CORPの売上複合成長率が高い（19.2% vs 18.2%）
ファイブローアニマルヘルスコーポレーションは米国の動物健康・ミネラル栄養企業で、抗菌剤、抗コクシジウム剤、駆虫薬のほか、家畜用栄養補給剤、ワクチンなどを製品ラインナップに持っています。ミネラル栄養、機能材料、動物健康の3事業セグメントを中心に収益を上げ、米国、中南米、カナダ、欧州、中東、アフリカ、アジア太平洋地域で事業を展開しています。
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。
PAHC vs RHP — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $373.9M | $737.8M |
| 純利益 | $27.5M | $74.5M |
| 粗利率 | 35.5% | 41.4% |
| 営業利益率 | 13.5% | 19.4% |
| 純利益率 | 7.3% | 10.1% |
| 売上前年比 | 20.9% | 13.9% |
| 純利益前年比 | 762.1% | 3.0% |
| EPS（希薄化後） | $0.67 | $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 | $373.9M | $737.8M | ||
| Q3 25 | $363.9M | $592.5M | ||
| Q2 25 | $378.7M | $659.5M | ||
| Q1 25 | $347.8M | $587.3M | ||
| Q4 24 | $309.3M | $647.6M | ||
| Q3 24 | $260.4M | $550.0M | ||
| Q2 24 | $273.2M | $613.3M | ||
| Q1 24 | $263.2M | $528.3M |
| Q4 25 | $27.5M | $74.5M | ||
| Q3 25 | $26.5M | $34.9M | ||
| Q2 25 | $17.2M | $71.8M | ||
| Q1 25 | $20.9M | $63.0M | ||
| Q4 24 | $3.2M | $72.3M | ||
| Q3 24 | $7.0M | $59.0M | ||
| Q2 24 | $752.0K | $100.8M | ||
| Q1 24 | $8.4M | $42.8M |
| Q4 25 | 35.5% | 41.4% | ||
| Q3 25 | 32.9% | 40.9% | ||
| Q2 25 | 29.0% | 49.7% | ||
| Q1 25 | 30.1% | 44.4% | ||
| Q4 24 | 32.9% | 40.4% | ||
| Q3 24 | 32.1% | 43.1% | ||
| Q2 24 | 31.9% | 48.4% | ||
| Q1 24 | 30.2% | 41.5% |
| Q4 25 | 13.5% | 19.4% | ||
| Q3 25 | 14.1% | 15.0% | ||
| Q2 25 | 8.9% | 21.1% | ||
| Q1 25 | 9.6% | 19.8% | ||
| Q4 24 | 8.3% | 18.6% | ||
| Q3 24 | 6.8% | 19.3% | ||
| Q2 24 | 6.7% | 27.4% | ||
| Q1 24 | 7.6% | 18.2% |
| Q4 25 | 7.3% | 10.1% | ||
| Q3 25 | 7.3% | 5.9% | ||
| Q2 25 | 4.5% | 10.9% | ||
| Q1 25 | 6.0% | 10.7% | ||
| Q4 24 | 1.0% | 11.2% | ||
| Q3 24 | 2.7% | 10.7% | ||
| Q2 24 | 0.3% | 16.4% | ||
| Q1 24 | 3.2% | 8.1% |
| Q4 25 | $0.67 | $1.12 | ||
| Q3 25 | $0.65 | $0.53 | ||
| Q2 25 | $0.43 | $1.12 | ||
| Q1 25 | $0.51 | $1.00 | ||
| Q4 24 | $0.08 | $1.12 | ||
| Q3 24 | $0.17 | $0.94 | ||
| Q2 24 | $0.02 | $1.65 | ||
| Q1 24 | $0.21 | $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 | $74.5M | $471.4M |
| 総負債低いほど良い | $624.2M | — |
| 株主資本純資産 | $332.4M | $750.2M |
| 総資産 | $1.4B | $6.2B |
| 負債/資本比率低いほどレバレッジが低い | 1.88× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $74.5M | $471.4M | ||
| Q3 25 | $85.3M | $483.3M | ||
| Q2 25 | $77.0M | $420.6M | ||
| Q1 25 | $70.4M | $413.9M | ||
| Q4 24 | $67.1M | $477.7M | ||
| Q3 24 | $89.8M | $534.9M | ||
| Q2 24 | $114.6M | $498.4M | ||
| Q1 24 | $98.7M | $465.3M |
| Q4 25 | $624.2M | — | ||
| Q3 25 | $628.0M | — | ||
| Q2 25 | $631.7M | — | ||
| Q1 25 | $635.4M | — | ||
| Q4 24 | $639.1M | — | ||
| Q3 24 | $295.2M | — | ||
| Q2 24 | $312.1M | — | ||
| Q1 24 | — | — |
| Q4 25 | $332.4M | $750.2M | ||
| Q3 25 | $311.7M | $758.5M | ||
| Q2 25 | $285.7M | $800.4M | ||
| Q1 25 | $266.0M | $531.5M | ||
| Q4 24 | $246.8M | $549.0M | ||
| Q3 24 | $258.5M | $551.9M | ||
| Q2 24 | $256.6M | $562.6M | ||
| Q1 24 | $270.1M | $529.9M |
| Q4 25 | $1.4B | $6.2B | ||
| Q3 25 | $1.4B | $6.2B | ||
| Q2 25 | $1.4B | $6.1B | ||
| Q1 25 | $1.3B | $5.2B | ||
| Q4 24 | $1.3B | $5.2B | ||
| Q3 24 | $966.3M | $5.2B | ||
| Q2 24 | $982.2M | $5.1B | ||
| Q1 24 | $979.0M | $5.1B |
| Q4 25 | 1.88× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 2.21× | — | ||
| Q1 25 | 2.39× | — | ||
| Q4 24 | 2.59× | — | ||
| Q3 24 | 1.14× | — | ||
| Q2 24 | 1.22× | — | ||
| Q1 24 | — | — |
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 | $19.4M | $164.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $8.3M | $58.5M |
| FCFマージンFCF / 売上 | 2.2% | 7.9% |
| 設備投資強度設備投資 / 売上 | 3.0% | 14.4% |
| キャッシュ転換率営業CF / 純利益 | 0.70× | 2.21× |
| 直近12ヶ月FCF直近4四半期 | $47.3M | $232.4M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $19.4M | $164.7M | ||
| Q3 25 | $9.3M | $205.2M | ||
| Q2 25 | $21.3M | $122.5M | ||
| Q1 25 | $43.2M | $98.2M | ||
| Q4 24 | $3.1M | $166.6M | ||
| Q3 24 | $12.6M | $218.1M | ||
| Q2 24 | $28.4M | $184.3M | ||
| Q1 24 | $11.4M | $7.5M |
| Q4 25 | $8.3M | $58.5M | ||
| Q3 25 | $-4.5M | $135.4M | ||
| Q2 25 | $8.1M | $53.0M | ||
| Q1 25 | $35.4M | $-14.5M | ||
| Q4 24 | $-4.7M | $76.0M | ||
| Q3 24 | $3.0M | $85.7M | ||
| Q2 24 | $15.4M | $78.8M | ||
| Q1 24 | $1.7M | $-72.0M |
| Q4 25 | 2.2% | 7.9% | ||
| Q3 25 | -1.2% | 22.9% | ||
| Q2 25 | 2.1% | 8.0% | ||
| Q1 25 | 10.2% | -2.5% | ||
| Q4 24 | -1.5% | 11.7% | ||
| Q3 24 | 1.2% | 15.6% | ||
| Q2 24 | 5.6% | 12.9% | ||
| Q1 24 | 0.6% | -13.6% |
| Q4 25 | 3.0% | 14.4% | ||
| Q3 25 | 3.8% | 11.8% | ||
| Q2 25 | 3.5% | 10.5% | ||
| Q1 25 | 2.2% | 19.2% | ||
| Q4 24 | 2.5% | 14.0% | ||
| Q3 24 | 3.7% | 24.1% | ||
| Q2 24 | 4.8% | 17.2% | ||
| Q1 24 | 3.7% | 15.0% |
| Q4 25 | 0.70× | 2.21× | ||
| Q3 25 | 0.35× | 5.88× | ||
| Q2 25 | 1.24× | 1.71× | ||
| Q1 25 | 2.07× | 1.56× | ||
| Q4 24 | 0.97× | 2.30× | ||
| Q3 24 | 1.81× | 3.70× | ||
| Q2 24 | 37.80× | 1.83× | ||
| Q1 24 | 1.36× | 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
PAHC
| Medicated Feed Additives And Others | $202.1M | 54% |
| Mineral Nutrition | $68.9M | 18% |
| Nutritional Specialties | $50.2M | 13% |
| Vaccines | $37.6M | 10% |
| Performance Products | $15.0M | 4% |
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% |
