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Alight, Inc.（ALIT）与Apple Hospitality REIT, Inc.（APLE）财务数据对比。点击上方公司名可切换其他公司
Alight, Inc.的季度营收约是Apple Hospitality REIT, Inc.的1.9倍（$653.0M vs $337.7M），Apple Hospitality REIT, Inc.净利率更高（8.2% vs -142.7%，领先150.9%），Apple Hospitality REIT, Inc.同比增速更快（3.1% vs -4.0%），过去两年Alight, Inc.的营收复合增速更高（8.1% vs -6.9%）
Alight公司是一家美国信息技术与咨询企业，专注于人力资源相关业务，主打基于云的系统服务、业务外包与咨询服务，为大型企业提供人力资本管理平台与外包方案，业务范围涵盖健康福利管理、财务管理以及退休规划等领域。
莱曼 hospitality properties是一家深耕酒店、度假村、娱乐及媒体领域的企业，得名于旗下核心资产——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作为爱德华·盖洛德旗下俄克拉荷马出版公司子公司的时期，1983年收购WSM公司后，拿下大奥普里等知名IP，奠定了如今的业务发展基础。
ALIT vs APLE — 直观对比
营收规模更大
ALIT
是对方的1.9倍
$337.7M
营收增速更快
APLE
高出7.0%
-4.0%
净利率更高
APLE
高出150.9%
-142.7%
两年增速更快
ALIT
近两年复合增速
-6.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $653.0M | $337.7M |
| 净利润 | $-932.0M | $27.7M |
| 毛利率 | 36.8% | — |
| 营业利润率 | -114.9% | 14.2% |
| 净利率 | -142.7% | 8.2% |
| 营收同比 | -4.0% | 3.1% |
| 净利润同比 | -11750.0% | 12.7% |
| 每股收益（稀释后） | $-1.77 | $0.12 |
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ALITAPLE
| Q1 26 | — | $337.7M | ||
| Q4 25 | $653.0M | $326.4M | ||
| Q3 25 | $533.0M | $373.9M | ||
| Q2 25 | $528.0M | $384.4M | ||
| Q1 25 | $548.0M | $327.7M | ||
| Q4 24 | $680.0M | $333.0M | ||
| Q3 24 | $555.0M | $378.8M | ||
| Q2 24 | $538.0M | $390.1M |
净利润ALITAPLE
| Q1 26 | — | $27.7M | ||
| Q4 25 | $-932.0M | $29.6M | ||
| Q3 25 | $-1.1B | $50.9M | ||
| Q2 25 | $-1.1B | $63.6M | ||
| Q1 25 | $-25.0M | $31.2M | ||
| Q4 24 | $8.0M | $29.8M | ||
| Q3 24 | $-74.0M | $56.3M | ||
| Q2 24 | $23.0M | $73.9M |
毛利率ALITAPLE
| Q1 26 | — | — | ||
| Q4 25 | 36.8% | 37.2% | ||
| Q3 25 | 33.4% | 40.6% | ||
| Q2 25 | 33.3% | 42.6% | ||
| Q1 25 | 31.2% | 39.0% | ||
| Q4 24 | 39.9% | 38.6% | ||
| Q3 24 | 31.4% | 41.9% | ||
| Q2 24 | 31.0% | 44.6% |
营业利润率ALITAPLE
| Q1 26 | — | 14.2% | ||
| Q4 25 | -114.9% | 15.2% | ||
| Q3 25 | -248.0% | 19.4% | ||
| Q2 25 | -191.3% | 22.1% | ||
| Q1 25 | -1.5% | 15.5% | ||
| Q4 24 | 6.5% | 15.0% | ||
| Q3 24 | -7.6% | 20.5% | ||
| Q2 24 | -9.7% | 24.0% |
净利率ALITAPLE
| Q1 26 | — | 8.2% | ||
| Q4 25 | -142.7% | 9.1% | ||
| Q3 25 | -200.2% | 13.6% | ||
| Q2 25 | -203.2% | 16.6% | ||
| Q1 25 | -4.6% | 9.5% | ||
| Q4 24 | 1.2% | 9.0% | ||
| Q3 24 | -13.3% | 14.9% | ||
| Q2 24 | 4.3% | 19.0% |
每股收益（稀释后）ALITAPLE
| Q1 26 | — | $0.12 | ||
| Q4 25 | $-1.77 | $0.13 | ||
| Q3 25 | $-2.02 | $0.21 | ||
| Q2 25 | $-2.03 | $0.27 | ||
| Q1 25 | $-0.05 | $0.13 | ||
| Q4 24 | $0.02 | $0.13 | ||
| Q3 24 | $-0.14 | $0.23 | ||
| Q2 24 | $0.04 | $0.31 |
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 | $273.0M | $7.8M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $1.0B | $3.1B |
| 总资产 | $4.6B | $4.9B |
| 负债/权益比越低杠杆越低 | 1.92× | — |
8季度趋势，按日历期对齐
现金及短期投资ALITAPLE
| Q1 26 | — | $7.8M | ||
| Q4 25 | $273.0M | $8.5M | ||
| Q3 25 | $205.0M | $50.3M | ||
| Q2 25 | $227.0M | $7.9M | ||
| Q1 25 | $223.0M | $14.9M | ||
| Q4 24 | $343.0M | $10.3M | ||
| Q3 24 | $300.0M | $6.1M | ||
| Q2 24 | $183.0M | $7.2M |
总债务ALITAPLE
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | $1.5B | ||
| Q3 25 | $2.0B | $1.5B | ||
| Q2 25 | $2.0B | $1.5B | ||
| Q1 25 | $2.0B | $1.5B | ||
| Q4 24 | $2.0B | $1.5B | ||
| Q3 24 | $2.0B | $1.5B | ||
| Q2 24 | $2.8B | $1.5B |
股东权益ALITAPLE
| Q1 26 | — | $3.1B | ||
| Q4 25 | $1.0B | $3.1B | ||
| Q3 25 | $2.0B | $3.2B | ||
| Q2 25 | $3.1B | $3.2B | ||
| Q1 25 | $4.2B | $3.2B | ||
| Q4 24 | $4.3B | $3.3B | ||
| Q3 24 | $4.3B | $3.3B | ||
| Q2 24 | $4.5B | $3.3B |
总资产ALITAPLE
| Q1 26 | — | $4.9B | ||
| Q4 25 | $4.6B | $4.9B | ||
| Q3 25 | $5.5B | $4.9B | ||
| Q2 25 | $6.8B | $4.9B | ||
| Q1 25 | $7.9B | $4.9B | ||
| Q4 24 | $8.2B | $5.0B | ||
| Q3 24 | $8.3B | $5.0B | ||
| Q2 24 | $10.5B | $5.1B |
负债/权益比ALITAPLE
| Q1 26 | — | — | ||
| Q4 25 | 1.92× | 0.49× | ||
| Q3 25 | 1.00× | 0.47× | ||
| Q2 25 | 0.65× | 0.48× | ||
| Q1 25 | 0.48× | 0.48× | ||
| Q4 24 | 0.47× | 0.45× | ||
| Q3 24 | 0.47× | 0.46× | ||
| Q2 24 | 0.62× | 0.46× |
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 | $124.0M | — |
| 自由现金流经营现金流 - 资本支出 | $99.0M | — |
| 自由现金流率自由现金流/营收 | 15.2% | — |
| 资本支出强度资本支出/营收 | 3.8% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $250.0M | — |
8季度趋势，按日历期对齐
经营现金流ALITAPLE
| Q1 26 | — | — | ||
| Q4 25 | $124.0M | $370.2M | ||
| Q3 25 | $77.0M | $126.4M | ||
| Q2 25 | $86.0M | $108.8M | ||
| Q1 25 | $73.0M | $49.1M | ||
| Q4 24 | $118.0M | $405.4M | ||
| Q3 24 | $-24.0M | $128.2M | ||
| Q2 24 | $58.0M | $127.3M |
自由现金流ALITAPLE
| Q1 26 | — | — | ||
| Q4 25 | $99.0M | $282.0M | ||
| Q3 25 | $49.0M | $109.0M | ||
| Q2 25 | $58.0M | $96.2M | ||
| Q1 25 | $44.0M | $29.5M | ||
| Q4 24 | $92.0M | $327.1M | ||
| Q3 24 | $-52.0M | $113.1M | ||
| Q2 24 | $22.0M | $115.0M |
自由现金流率ALITAPLE
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 86.4% | ||
| Q3 25 | 9.2% | 29.2% | ||
| Q2 25 | 11.0% | 25.0% | ||
| Q1 25 | 8.0% | 9.0% | ||
| Q4 24 | 13.5% | 98.2% | ||
| Q3 24 | -9.4% | 29.9% | ||
| Q2 24 | 4.1% | 29.5% |
资本支出强度ALITAPLE
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 27.0% | ||
| Q3 25 | 5.3% | 4.7% | ||
| Q2 25 | 5.3% | 3.3% | ||
| Q1 25 | 5.3% | 6.0% | ||
| Q4 24 | 3.8% | 23.5% | ||
| Q3 24 | 5.0% | 4.0% | ||
| Q2 24 | 6.7% | 3.2% |
现金转化率ALITAPLE
| Q1 26 | — | — | ||
| Q4 25 | — | 12.50× | ||
| Q3 25 | — | 2.49× | ||
| Q2 25 | — | 1.71× | ||
| Q1 25 | — | 1.57× | ||
| Q4 24 | 14.75× | 13.59× | ||
| Q3 24 | — | 2.28× | ||
| Q2 24 | 2.52× | 1.72× |
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
ALIT
| Recurring | $607.0M | 93% |
| Projects | $46.0M | 7% |
APLE
| Comparable Hotels Total Revenue | $336.9M | 100% |
| RevPAR (Comparable Hotels) | $114.6K | 0% |
