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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）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
APPLIED INDUSTRIAL TECHNOLOGIES INC的季度营收约是Ryman Hospitality Properties, Inc.的1.6倍（$1.2B vs $737.8M），Ryman Hospitality Properties, Inc.净利率更高（10.1% vs 8.2%，领先1.9%），Ryman Hospitality Properties, Inc.同比增速更快（13.9% vs 8.4%），APPLIED INDUSTRIAL TECHNOLOGIES INC自由现金流更多（$93.4M vs $58.5M），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（18.2% vs 0.7%）
AIT（Applied Industrial Technologies Inc）是总部位于美国的全球化上市工业企业，主营轴承、动力传动产品、工程级流体动力组件及系统、特种流量控制产品等工业用品分销，同时为工业及流体动力应用场景提供工程设计、系统集成及定制化配套服务。
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。
AIT vs RHP — 直观对比
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $737.8M |
| 净利润 | $95.3M | $74.5M |
| 毛利率 | 30.4% | 41.4% |
| 营业利润率 | 10.6% | 19.4% |
| 净利率 | 8.2% | 10.1% |
| 营收同比 | 8.4% | 13.9% |
| 净利润同比 | 2.2% | 3.0% |
| 每股收益（稀释后） | $2.51 | $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
| Q4 25 | $1.2B | $737.8M | ||
| Q3 25 | $1.2B | $592.5M | ||
| Q2 25 | $1.2B | $659.5M | ||
| Q1 25 | $1.2B | $587.3M | ||
| Q4 24 | $1.1B | $647.6M | ||
| Q3 24 | $1.1B | $550.0M | ||
| Q2 24 | $1.2B | $613.3M | ||
| Q1 24 | $1.1B | $528.3M |
| Q4 25 | $95.3M | $74.5M | ||
| Q3 25 | $100.8M | $34.9M | ||
| Q2 25 | $107.8M | $71.8M | ||
| Q1 25 | $99.8M | $63.0M | ||
| Q4 24 | $93.3M | $72.3M | ||
| Q3 24 | $92.1M | $59.0M | ||
| Q2 24 | $103.5M | $100.8M | ||
| Q1 24 | $97.2M | $42.8M |
| Q4 25 | 30.4% | 41.4% | ||
| Q3 25 | 30.1% | 40.9% | ||
| Q2 25 | 30.6% | 49.7% | ||
| Q1 25 | 30.5% | 44.4% | ||
| Q4 24 | 30.6% | 40.4% | ||
| Q3 24 | 29.6% | 43.1% | ||
| Q2 24 | 30.7% | 48.4% | ||
| Q1 24 | 29.5% | 41.5% |
| Q4 25 | 10.6% | 19.4% | ||
| Q3 25 | 10.8% | 15.0% | ||
| Q2 25 | 11.0% | 21.1% | ||
| Q1 25 | 11.1% | 19.8% | ||
| Q4 24 | 11.3% | 18.6% | ||
| Q3 24 | 10.3% | 19.3% | ||
| Q2 24 | 12.0% | 27.4% | ||
| Q1 24 | 10.6% | 18.2% |
| Q4 25 | 8.2% | 10.1% | ||
| Q3 25 | 8.4% | 5.9% | ||
| Q2 25 | 8.8% | 10.9% | ||
| Q1 25 | 8.6% | 10.7% | ||
| Q4 24 | 8.7% | 11.2% | ||
| Q3 24 | 8.4% | 10.7% | ||
| Q2 24 | 8.9% | 16.4% | ||
| Q1 24 | 8.5% | 8.1% |
| Q4 25 | $2.51 | $1.12 | ||
| Q3 25 | $2.63 | $0.53 | ||
| Q2 25 | $2.80 | $1.12 | ||
| Q1 25 | $2.57 | $1.00 | ||
| Q4 24 | $2.39 | $1.12 | ||
| Q3 24 | $2.36 | $0.94 | ||
| Q2 24 | $2.64 | $1.65 | ||
| Q1 24 | $2.48 | $0.67 |
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 | $406.0M | $471.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.9B | $750.2M |
| 总资产 | $3.2B | $6.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $406.0M | $471.4M | ||
| Q3 25 | $418.7M | $483.3M | ||
| Q2 25 | $388.4M | $420.6M | ||
| Q1 25 | $352.8M | $413.9M | ||
| Q4 24 | $303.4M | $477.7M | ||
| Q3 24 | $538.5M | $534.9M | ||
| Q2 24 | $460.6M | $498.4M | ||
| Q1 24 | $456.5M | $465.3M |
| Q4 25 | $1.9B | $750.2M | ||
| Q3 25 | $1.9B | $758.5M | ||
| Q2 25 | $1.8B | $800.4M | ||
| Q1 25 | $1.8B | $531.5M | ||
| Q4 24 | $1.8B | $549.0M | ||
| Q3 24 | $1.8B | $551.9M | ||
| Q2 24 | $1.7B | $562.6M | ||
| Q1 24 | $1.7B | $529.9M |
| Q4 25 | $3.2B | $6.2B | ||
| Q3 25 | $3.2B | $6.2B | ||
| Q2 25 | $3.2B | $6.1B | ||
| Q1 25 | $3.1B | $5.2B | ||
| Q4 24 | $3.0B | $5.2B | ||
| Q3 24 | $3.0B | $5.2B | ||
| Q2 24 | $3.0B | $5.1B | ||
| Q1 24 | $2.9B | $5.1B |
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 | $99.7M | $164.7M |
| 自由现金流经营现金流 - 资本支出 | $93.4M | $58.5M |
| 自由现金流率自由现金流/营收 | 8.0% | 7.9% |
| 资本支出强度资本支出/营收 | 0.5% | 14.4% |
| 现金转化率经营现金流/净利润 | 1.05× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $458.5M | $232.4M |
8季度趋势，按日历期对齐
| Q4 25 | $99.7M | $164.7M | ||
| Q3 25 | $119.3M | $205.2M | ||
| Q2 25 | $147.0M | $122.5M | ||
| Q1 25 | $122.5M | $98.2M | ||
| Q4 24 | $95.1M | $166.6M | ||
| Q3 24 | $127.7M | $218.1M | ||
| Q2 24 | $119.2M | $184.3M | ||
| Q1 24 | $84.2M | $7.5M |
| Q4 25 | $93.4M | $58.5M | ||
| Q3 25 | $112.0M | $135.4M | ||
| Q2 25 | $138.2M | $53.0M | ||
| Q1 25 | $114.9M | $-14.5M | ||
| Q4 24 | $89.9M | $76.0M | ||
| Q3 24 | $122.2M | $85.7M | ||
| Q2 24 | $111.7M | $78.8M | ||
| Q1 24 | $76.7M | $-72.0M |
| Q4 25 | 8.0% | 7.9% | ||
| Q3 25 | 9.3% | 22.9% | ||
| Q2 25 | 11.3% | 8.0% | ||
| Q1 25 | 9.8% | -2.5% | ||
| Q4 24 | 8.4% | 11.7% | ||
| Q3 24 | 11.1% | 15.6% | ||
| Q2 24 | 9.6% | 12.9% | ||
| Q1 24 | 6.7% | -13.6% |
| Q4 25 | 0.5% | 14.4% | ||
| Q3 25 | 0.6% | 11.8% | ||
| Q2 25 | 0.7% | 10.5% | ||
| Q1 25 | 0.6% | 19.2% | ||
| Q4 24 | 0.5% | 14.0% | ||
| Q3 24 | 0.5% | 24.1% | ||
| Q2 24 | 0.6% | 17.2% | ||
| Q1 24 | 0.7% | 15.0% |
| Q4 25 | 1.05× | 2.21× | ||
| Q3 25 | 1.18× | 5.88× | ||
| Q2 25 | 1.36× | 1.71× | ||
| Q1 25 | 1.23× | 1.56× | ||
| Q4 24 | 1.02× | 2.30× | ||
| Q3 24 | 1.39× | 3.70× | ||
| Q2 24 | 1.15× | 1.83× | ||
| Q1 24 | 0.87× | 0.17× |
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
AIT
| Service Center Based Distribution Segment | $625.2M | 54% |
| Engineered Solutions Segment | $398.9M | 34% |
| Other | $75.8M | 7% |
| Hydradyne LLC | $63.1M | 5% |
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% |
