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传奇娱乐（ACEL）与Ryman Hospitality Properties, Inc.（RHP）财务数据对比。点击上方公司名可切换其他公司
Ryman Hospitality Properties, Inc.的季度营收约是传奇娱乐的1.9倍（$664.6M vs $341.4M），Ryman Hospitality Properties, Inc.净利率更高（10.4% vs 4.7%，领先5.7%），Ryman Hospitality Properties, Inc.同比增速更快（13.2% vs 7.5%），过去两年传奇娱乐的营收复合增速更高（6.4% vs 4.1%）
传奇娱乐是一家美国大众传媒与电影制作公司，总部位于加利福尼亚州伯班克，由托马斯·图尔于2000年创立。该公司长期与华纳兄弟影业、环球影业、索尼影视、派拉蒙影业等主流制片厂，以及网飞、葫芦等流媒体平台展开合作。
莱曼酒店地产是一家主营酒店、度假村、娱乐及媒体业务的企业，得名于旗下位于田纳西州纳什维尔的国家历史地标莱曼礼堂。公司历史可追溯至曾为俄克拉荷马出版公司子公司时期，1983年收购WSM公司后奠定现代业务基础，同时将知名演出IP大奥普里等核心资产纳入麾下。
ACEL vs RHP — 直观对比
营收规模更大
RHP
是对方的1.9倍
$341.4M
营收增速更快
RHP
高出5.6%
7.5%
净利率更高
RHP
高出5.7%
4.7%
两年增速更快
ACEL
近两年复合增速
4.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $341.4M | $664.6M |
| 净利润 | $16.2M | $69.4M |
| 毛利率 | — | — |
| 营业利润率 | 8.7% | 20.7% |
| 净利率 | 4.7% | 10.4% |
| 营收同比 | 7.5% | 13.2% |
| 净利润同比 | 93.3% | 10.1% |
| 每股收益（稀释后） | $0.19 | $1.03 |
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ACELRHP
| Q1 26 | — | $664.6M | ||
| Q4 25 | $341.4M | $737.8M | ||
| Q3 25 | $329.7M | $592.5M | ||
| Q2 25 | $335.9M | $659.5M | ||
| Q1 25 | $323.9M | $587.3M | ||
| Q4 24 | $317.5M | $647.6M | ||
| Q3 24 | $302.2M | $550.0M | ||
| Q2 24 | $309.4M | $613.3M |
净利润ACELRHP
| Q1 26 | — | $69.4M | ||
| Q4 25 | $16.2M | $74.5M | ||
| Q3 25 | $13.4M | $34.9M | ||
| Q2 25 | $7.3M | $71.8M | ||
| Q1 25 | $14.6M | $63.0M | ||
| Q4 24 | $8.4M | $72.3M | ||
| Q3 24 | $4.9M | $59.0M | ||
| Q2 24 | $14.6M | $100.8M |
毛利率ACELRHP
| Q1 26 | — | — | ||
| Q4 25 | — | 41.4% | ||
| Q3 25 | — | 40.9% | ||
| Q2 25 | — | 49.7% | ||
| Q1 25 | — | 44.4% | ||
| Q4 24 | — | 40.4% | ||
| Q3 24 | — | 43.1% | ||
| Q2 24 | — | 48.4% |
营业利润率ACELRHP
| Q1 26 | — | 20.7% | ||
| Q4 25 | 8.7% | 19.4% | ||
| Q3 25 | 7.7% | 15.0% | ||
| Q2 25 | 8.0% | 21.1% | ||
| Q1 25 | 8.0% | 19.8% | ||
| Q4 24 | 6.5% | 18.6% | ||
| Q3 24 | 7.2% | 19.3% | ||
| Q2 24 | 7.3% | 27.4% |
净利率ACELRHP
| Q1 26 | — | 10.4% | ||
| Q4 25 | 4.7% | 10.1% | ||
| Q3 25 | 4.1% | 5.9% | ||
| Q2 25 | 2.2% | 10.9% | ||
| Q1 25 | 4.5% | 10.7% | ||
| Q4 24 | 2.6% | 11.2% | ||
| Q3 24 | 1.6% | 10.7% | ||
| Q2 24 | 4.7% | 16.4% |
每股收益（稀释后）ACELRHP
| Q1 26 | — | $1.03 | ||
| Q4 25 | $0.19 | $1.12 | ||
| Q3 25 | $0.16 | $0.53 | ||
| Q2 25 | $0.08 | $1.12 | ||
| Q1 25 | $0.17 | $1.00 | ||
| Q4 24 | $0.09 | $1.12 | ||
| Q3 24 | $0.06 | $0.94 | ||
| Q2 24 | $0.17 | $1.65 |
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 | $296.6M | — |
| 总债务越低越好 | $607.4M | — |
| 股东权益账面价值 | $269.7M | $770.8M |
| 总资产 | $1.1B | $6.2B |
| 负债/权益比越低杠杆越低 | 2.25× | — |
8季度趋势，按日历期对齐
现金及短期投资ACELRHP
| Q1 26 | — | — | ||
| Q4 25 | $296.6M | $471.4M | ||
| Q3 25 | $290.2M | $483.3M | ||
| Q2 25 | $264.6M | $420.6M | ||
| Q1 25 | $271.9M | $413.9M | ||
| Q4 24 | $281.3M | $477.7M | ||
| Q3 24 | $265.1M | $534.9M | ||
| Q2 24 | $254.9M | $498.4M |
总债务ACELRHP
| Q1 26 | — | — | ||
| Q4 25 | $607.4M | — | ||
| Q3 25 | $595.4M | — | ||
| Q2 25 | $595.5M | — | ||
| Q1 25 | $580.7M | — | ||
| Q4 24 | $595.4M | — | ||
| Q3 24 | $554.1M | — | ||
| Q2 24 | $565.7M | — |
股东权益ACELRHP
| Q1 26 | — | $770.8M | ||
| Q4 25 | $269.7M | $750.2M | ||
| Q3 25 | $267.1M | $758.5M | ||
| Q2 25 | $260.5M | $800.4M | ||
| Q1 25 | $259.1M | $531.5M | ||
| Q4 24 | $255.0M | $549.0M | ||
| Q3 24 | $206.7M | $551.9M | ||
| Q2 24 | $209.1M | $562.6M |
总资产ACELRHP
| Q1 26 | — | $6.2B | ||
| Q4 25 | $1.1B | $6.2B | ||
| Q3 25 | $1.1B | $6.2B | ||
| Q2 25 | $1.1B | $6.1B | ||
| Q1 25 | $1.0B | $5.2B | ||
| Q4 24 | $1.0B | $5.2B | ||
| Q3 24 | $950.2M | $5.2B | ||
| Q2 24 | $950.3M | $5.1B |
负债/权益比ACELRHP
| Q1 26 | — | — | ||
| Q4 25 | 2.25× | — | ||
| Q3 25 | 2.23× | — | ||
| Q2 25 | 2.29× | — | ||
| Q1 25 | 2.24× | — | ||
| Q4 24 | 2.33× | — | ||
| Q3 24 | 2.68× | — | ||
| Q2 24 | 2.71× | — |
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 | $31.1M | — |
| 自由现金流经营现金流 - 资本支出 | $16.0M | — |
| 自由现金流率自由现金流/营收 | 4.7% | — |
| 资本支出强度资本支出/营收 | 4.4% | — |
| 现金转化率经营现金流/净利润 | 1.92× | — |
| 过去12个月自由现金流最近4个季度 | $62.0M | — |
8季度趋势，按日历期对齐
经营现金流ACELRHP
| Q1 26 | — | — | ||
| Q4 25 | $31.1M | $164.7M | ||
| Q3 25 | $55.2M | $205.2M | ||
| Q2 25 | $19.8M | $122.5M | ||
| Q1 25 | $44.8M | $98.2M | ||
| Q4 24 | $13.5M | $166.6M | ||
| Q3 24 | $50.1M | $218.1M | ||
| Q2 24 | $28.9M | $184.3M |
自由现金流ACELRHP
| Q1 26 | — | — | ||
| Q4 25 | $16.0M | $58.5M | ||
| Q3 25 | $34.2M | $135.4M | ||
| Q2 25 | $-6.2M | $53.0M | ||
| Q1 25 | $18.0M | $-14.5M | ||
| Q4 24 | $2.1M | $76.0M | ||
| Q3 24 | $33.1M | $85.7M | ||
| Q2 24 | $11.4M | $78.8M |
自由现金流率ACELRHP
| Q1 26 | — | — | ||
| Q4 25 | 4.7% | 7.9% | ||
| Q3 25 | 10.4% | 22.9% | ||
| Q2 25 | -1.9% | 8.0% | ||
| Q1 25 | 5.6% | -2.5% | ||
| Q4 24 | 0.7% | 11.7% | ||
| Q3 24 | 11.0% | 15.6% | ||
| Q2 24 | 3.7% | 12.9% |
资本支出强度ACELRHP
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | 14.4% | ||
| Q3 25 | 6.4% | 11.8% | ||
| Q2 25 | 7.8% | 10.5% | ||
| Q1 25 | 8.3% | 19.2% | ||
| Q4 24 | 3.6% | 14.0% | ||
| Q3 24 | 5.6% | 24.1% | ||
| Q2 24 | 5.7% | 17.2% |
现金转化率ACELRHP
| Q1 26 | — | — | ||
| Q4 25 | 1.92× | 2.21× | ||
| Q3 25 | 4.13× | 5.88× | ||
| Q2 25 | 2.71× | 1.71× | ||
| Q1 25 | 3.06× | 1.56× | ||
| Q4 24 | 1.62× | 2.30× | ||
| Q3 24 | 10.23× | 3.70× | ||
| Q2 24 | 1.98× | 1.83× |
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
ACEL
| Video Gaming | $319.1M | 93% |
| ATM Fees And Other Revenue | $13.5M | 4% |
| Amusement | $5.3M | 2% |
| Manufacturing | $3.6M | 1% |
RHP
| Food and beverage | $289.3M | 44% |
| Rooms | $223.8M | 34% |
| Entertainment | $79.2M | 12% |
| Other | $72.3M | 11% |
