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Acadia Healthcare Company, Inc.（ACHC）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
Acadia Healthcare Company, Inc.的季度营收约是Ryman Hospitality Properties, Inc.的1.1倍（$829.0M vs $737.8M），Ryman Hospitality Properties, Inc.净利率更高（10.1% vs 0.5%，领先9.6%），Ryman Hospitality Properties, Inc.同比增速更快（13.9% vs 7.5%），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（18.2% vs 2.0%）
阿卡迪亚医疗公司是美国的营利性行为医疗健康服务提供商，目前在美国及波多黎各地区运营着超过225家医疗机构，搭建了覆盖广泛的行为健康服务网络，为有相关需求的人群提供专业的心理健康与行为干预服务。
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。
ACHC vs RHP — 直观对比
营收规模更大
ACHC
是对方的1.1倍
$737.8M
营收增速更快
RHP
高出6.4%
7.5%
净利率更高
RHP
高出9.6%
0.5%
两年增速更快
RHP
近两年复合增速
2.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $829.0M | $737.8M |
| 净利润 | $4.5M | $74.5M |
| 毛利率 | — | 41.4% |
| 营业利润率 | — | 19.4% |
| 净利率 | 0.5% | 10.1% |
| 营收同比 | 7.5% | 13.9% |
| 净利润同比 | -50.8% | 3.0% |
| 每股收益（稀释后） | $0.05 | $1.12 |
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ACHCRHP
| Q1 26 | $829.0M | — | ||
| Q4 25 | $821.5M | $737.8M | ||
| Q3 25 | $851.6M | $592.5M | ||
| Q2 25 | $869.2M | $659.5M | ||
| Q1 25 | $770.5M | $587.3M | ||
| Q4 24 | $774.2M | $647.6M | ||
| Q3 24 | $815.6M | $550.0M | ||
| Q2 24 | $796.0M | $613.3M |
净利润ACHCRHP
| Q1 26 | $4.5M | — | ||
| Q4 25 | $-1.2B | $74.5M | ||
| Q3 25 | $36.2M | $34.9M | ||
| Q2 25 | $30.1M | $71.8M | ||
| Q1 25 | $8.4M | $63.0M | ||
| Q4 24 | $32.6M | $72.3M | ||
| Q3 24 | $68.1M | $59.0M | ||
| Q2 24 | $78.5M | $100.8M |
毛利率ACHCRHP
| 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ACHCRHP
| Q1 26 | — | — | ||
| Q4 25 | -142.4% | 19.4% | ||
| Q3 25 | 4.7% | 15.0% | ||
| Q2 25 | 5.8% | 21.1% | ||
| Q1 25 | 1.7% | 19.8% | ||
| Q4 24 | 4.9% | 18.6% | ||
| Q3 24 | 12.1% | 19.3% | ||
| Q2 24 | 13.4% | 27.4% |
净利率ACHCRHP
| Q1 26 | 0.5% | — | ||
| Q4 25 | -143.3% | 10.1% | ||
| Q3 25 | 4.3% | 5.9% | ||
| Q2 25 | 3.5% | 10.9% | ||
| Q1 25 | 1.1% | 10.7% | ||
| Q4 24 | 4.2% | 11.2% | ||
| Q3 24 | 8.4% | 10.7% | ||
| Q2 24 | 9.9% | 16.4% |
每股收益（稀释后）ACHCRHP
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-12.98 | $1.12 | ||
| Q3 25 | $0.40 | $0.53 | ||
| Q2 25 | $0.33 | $1.12 | ||
| Q1 25 | $0.09 | $1.00 | ||
| Q4 24 | $0.36 | $1.12 | ||
| Q3 24 | $0.74 | $0.94 | ||
| Q2 24 | $0.85 | $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 | $158.5M | $471.4M |
| 总债务越低越好 | $2.5B | — |
| 股东权益账面价值 | $2.0B | $750.2M |
| 总资产 | $5.5B | $6.2B |
| 负债/权益比越低杠杆越低 | 1.29× | — |
8季度趋势，按日历期对齐
现金及短期投资ACHCRHP
| Q1 26 | $158.5M | — | ||
| Q4 25 | $133.2M | $471.4M | ||
| Q3 25 | $118.7M | $483.3M | ||
| Q2 25 | $131.4M | $420.6M | ||
| Q1 25 | $91.2M | $413.9M | ||
| Q4 24 | $76.3M | $477.7M | ||
| Q3 24 | $82.1M | $534.9M | ||
| Q2 24 | $77.2M | $498.4M |
总债务ACHCRHP
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.8B | — |
股东权益ACHCRHP
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $750.2M | ||
| Q3 25 | $3.1B | $758.5M | ||
| Q2 25 | $3.1B | $800.4M | ||
| Q1 25 | $3.0B | $531.5M | ||
| Q4 24 | $3.1B | $549.0M | ||
| Q3 24 | $3.0B | $551.9M | ||
| Q2 24 | $3.0B | $562.6M |
总资产ACHCRHP
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.5B | $6.2B | ||
| Q3 25 | $6.4B | $6.2B | ||
| Q2 25 | $6.3B | $6.1B | ||
| Q1 25 | $6.1B | $5.2B | ||
| Q4 24 | $6.0B | $5.2B | ||
| Q3 24 | $5.9B | $5.2B | ||
| Q2 24 | $5.7B | $5.1B |
负债/权益比ACHCRHP
| Q1 26 | 1.29× | — | ||
| Q4 25 | 1.28× | — | ||
| Q3 25 | 0.74× | — | ||
| Q2 25 | 0.74× | — | ||
| Q1 25 | 0.72× | — | ||
| Q4 24 | 0.64× | — | ||
| Q3 24 | 0.62× | — | ||
| Q2 24 | 0.62× | — |
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 | $61.5M | $164.7M |
| 自由现金流经营现金流 - 资本支出 | — | $58.5M |
| 自由现金流率自由现金流/营收 | — | 7.9% |
| 资本支出强度资本支出/营收 | — | 14.4% |
| 现金转化率经营现金流/净利润 | 13.78× | 2.21× |
| 过去12个月自由现金流最近4个季度 | — | $232.4M |
8季度趋势，按日历期对齐
经营现金流ACHCRHP
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $164.7M | ||
| Q3 25 | $73.2M | $205.2M | ||
| Q2 25 | $133.5M | $122.5M | ||
| Q1 25 | $11.5M | $98.2M | ||
| Q4 24 | $116.7M | $166.6M | ||
| Q3 24 | $163.1M | $218.1M | ||
| Q2 24 | $171.1M | $184.3M |
自由现金流ACHCRHP
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | $58.5M | ||
| Q3 25 | $-63.0M | $135.4M | ||
| Q2 25 | $-34.2M | $53.0M | ||
| Q1 25 | $-163.2M | $-14.5M | ||
| Q4 24 | $-86.8M | $76.0M | ||
| Q3 24 | $-27.1M | $85.7M | ||
| Q2 24 | $16.9M | $78.8M |
自由现金流率ACHCRHP
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | 7.9% | ||
| Q3 25 | -7.4% | 22.9% | ||
| Q2 25 | -3.9% | 8.0% | ||
| Q1 25 | -21.2% | -2.5% | ||
| Q4 24 | -11.2% | 11.7% | ||
| Q3 24 | -3.3% | 15.6% | ||
| Q2 24 | 2.1% | 12.9% |
资本支出强度ACHCRHP
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 14.4% | ||
| Q3 25 | 16.0% | 11.8% | ||
| Q2 25 | 19.3% | 10.5% | ||
| Q1 25 | 22.7% | 19.2% | ||
| Q4 24 | 26.3% | 14.0% | ||
| Q3 24 | 23.3% | 24.1% | ||
| Q2 24 | 19.4% | 17.2% |
现金转化率ACHCRHP
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | 2.21× | ||
| Q3 25 | 2.02× | 5.88× | ||
| Q2 25 | 4.43× | 1.71× | ||
| Q1 25 | 1.37× | 1.56× | ||
| Q4 24 | 3.58× | 2.30× | ||
| Q3 24 | 2.39× | 3.70× | ||
| Q2 24 | 2.18× | 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
ACHC
| Acute Inpatient Psychiatric Facilities | $471.0M | 57% |
| Other | $140.0M | 17% |
| Specialty Treatment Facilities | $128.0M | 15% |
| Residential Treatment Facilities | $90.0M | 11% |
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% |
