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AMC Networks Inc.（AMCX）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AMC Networks Inc.的1.1倍（$664.6M vs $594.8M），Ryman Hospitality Properties, Inc.净利率更高（10.4% vs -9.3%，领先19.8%），Ryman Hospitality Properties, Inc.同比增速更快（13.2% vs -0.8%），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（4.1% vs -0.1%）
AMC网络公司是总部位于纽约市的美国独立大众传媒娱乐集团，旗下拥有AMC、BBC美国台、IFC、圣丹斯电视、We TV等多个有线频道，还经营纽约IFC中心艺术影院、独立电影公司、动漫版权发行商，以及AMC+、Acorn TV等多个付费订阅流媒体服务。
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。
AMCX vs RHP — 直观对比
营收规模更大
RHP
是对方的1.1倍
$594.8M
营收增速更快
RHP
高出13.9%
-0.8%
净利率更高
RHP
高出19.8%
-9.3%
两年增速更快
RHP
近两年复合增速
-0.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $594.8M | $664.6M |
| 净利润 | $-55.5M | $69.4M |
| 毛利率 | 49.7% | — |
| 营业利润率 | -8.6% | 20.7% |
| 净利率 | -9.3% | 10.4% |
| 营收同比 | -0.8% | 13.2% |
| 净利润同比 | 80.5% | 10.1% |
| 每股收益（稀释后） | $-0.97 | $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AMCXRHP
| Q1 26 | — | $664.6M | ||
| Q4 25 | $594.8M | $737.8M | ||
| Q3 25 | $561.7M | $592.5M | ||
| Q2 25 | $600.0M | $659.5M | ||
| Q1 25 | $555.2M | $587.3M | ||
| Q4 24 | $599.3M | $647.6M | ||
| Q3 24 | $599.6M | $550.0M | ||
| Q2 24 | $625.9M | $613.3M |
净利润AMCXRHP
| Q1 26 | — | $69.4M | ||
| Q4 25 | $-55.5M | $74.5M | ||
| Q3 25 | $76.5M | $34.9M | ||
| Q2 25 | $50.3M | $71.8M | ||
| Q1 25 | $18.0M | $63.0M | ||
| Q4 24 | $-284.5M | $72.3M | ||
| Q3 24 | $41.4M | $59.0M | ||
| Q2 24 | $-29.2M | $100.8M |
毛利率AMCXRHP
| Q1 26 | — | — | ||
| Q4 25 | 49.7% | 41.4% | ||
| Q3 25 | 48.2% | 40.9% | ||
| Q2 25 | 52.7% | 49.7% | ||
| Q1 25 | 51.8% | 44.4% | ||
| Q4 24 | 51.2% | 40.4% | ||
| Q3 24 | 52.0% | 43.1% | ||
| Q2 24 | 55.2% | 48.4% |
营业利润率AMCXRHP
| Q1 26 | — | 20.7% | ||
| Q4 25 | -8.6% | 19.4% | ||
| Q3 25 | 9.9% | 15.0% | ||
| Q2 25 | 10.7% | 21.1% | ||
| Q1 25 | 11.6% | 19.8% | ||
| Q4 24 | -42.4% | 18.6% | ||
| Q3 24 | 15.6% | 19.3% | ||
| Q2 24 | 1.7% | 27.4% |
净利率AMCXRHP
| Q1 26 | — | 10.4% | ||
| Q4 25 | -9.3% | 10.1% | ||
| Q3 25 | 13.6% | 5.9% | ||
| Q2 25 | 8.4% | 10.9% | ||
| Q1 25 | 3.3% | 10.7% | ||
| Q4 24 | -47.5% | 11.2% | ||
| Q3 24 | 6.9% | 10.7% | ||
| Q2 24 | -4.7% | 16.4% |
每股收益（稀释后）AMCXRHP
| Q1 26 | — | $1.03 | ||
| Q4 25 | $-0.97 | $1.12 | ||
| Q3 25 | $1.38 | $0.53 | ||
| Q2 25 | $0.91 | $1.12 | ||
| Q1 25 | $0.34 | $1.00 | ||
| Q4 24 | $-6.23 | $1.12 | ||
| Q3 24 | $0.76 | $0.94 | ||
| Q2 24 | $-0.66 | $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 | $502.4M | — |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $981.9M | $770.8M |
| 总资产 | $3.9B | $6.2B |
| 负债/权益比越低杠杆越低 | 1.78× | — |
8季度趋势，按日历期对齐
现金及短期投资AMCXRHP
| Q1 26 | — | — | ||
| Q4 25 | $502.4M | $471.4M | ||
| Q3 25 | $716.8M | $483.3M | ||
| Q2 25 | $866.4M | $420.6M | ||
| Q1 25 | $870.2M | $413.9M | ||
| Q4 24 | $784.6M | $477.7M | ||
| Q3 24 | $816.4M | $534.9M | ||
| Q2 24 | $802.6M | $498.4M |
总债务AMCXRHP
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.3B | — | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.4B | — |
股东权益AMCXRHP
| Q1 26 | — | $770.8M | ||
| Q4 25 | $981.9M | $750.2M | ||
| Q3 25 | $1.1B | $758.5M | ||
| Q2 25 | $971.7M | $800.4M | ||
| Q1 25 | $888.8M | $531.5M | ||
| Q4 24 | $855.6M | $549.0M | ||
| Q3 24 | $1.1B | $551.9M | ||
| Q2 24 | $1.1B | $562.6M |
总资产AMCXRHP
| Q1 26 | — | $6.2B | ||
| Q4 25 | $3.9B | $6.2B | ||
| Q3 25 | $4.2B | $6.2B | ||
| Q2 25 | $4.4B | $6.1B | ||
| Q1 25 | $4.3B | $5.2B | ||
| Q4 24 | $4.4B | $5.2B | ||
| Q3 24 | $4.8B | $5.2B | ||
| Q2 24 | $4.9B | $5.1B |
负债/权益比AMCXRHP
| Q1 26 | — | — | ||
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.82× | — | ||
| Q2 25 | 2.27× | — | ||
| Q1 25 | 2.62× | — | ||
| Q4 24 | 2.73× | — | ||
| Q3 24 | 2.10× | — | ||
| Q2 24 | 2.26× | — |
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 | $49.2M | — |
| 自由现金流经营现金流 - 资本支出 | $40.4M | — |
| 自由现金流率自由现金流/营收 | 6.8% | — |
| 资本支出强度资本支出/营收 | 1.5% | — |
| 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 | $272.4M | — |
8季度趋势，按日历期对齐
经营现金流AMCXRHP
| Q1 26 | — | — | ||
| Q4 25 | $49.2M | $164.7M | ||
| Q3 25 | $44.8M | $205.2M | ||
| Q2 25 | $102.8M | $122.5M | ||
| Q1 25 | $108.8M | $98.2M | ||
| Q4 24 | $58.1M | $166.6M | ||
| Q3 24 | $62.2M | $218.1M | ||
| Q2 24 | $104.4M | $184.3M |
自由现金流AMCXRHP
| Q1 26 | — | — | ||
| Q4 25 | $40.4M | $58.5M | ||
| Q3 25 | $42.0M | $135.4M | ||
| Q2 25 | $95.7M | $53.0M | ||
| Q1 25 | $94.2M | $-14.5M | ||
| Q4 24 | $37.6M | $76.0M | ||
| Q3 24 | $53.9M | $85.7M | ||
| Q2 24 | $95.2M | $78.8M |
自由现金流率AMCXRHP
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | 7.9% | ||
| Q3 25 | 7.5% | 22.9% | ||
| Q2 25 | 16.0% | 8.0% | ||
| Q1 25 | 17.0% | -2.5% | ||
| Q4 24 | 6.3% | 11.7% | ||
| Q3 24 | 9.0% | 15.6% | ||
| Q2 24 | 15.2% | 12.9% |
资本支出强度AMCXRHP
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | 14.4% | ||
| Q3 25 | 0.5% | 11.8% | ||
| Q2 25 | 1.2% | 10.5% | ||
| Q1 25 | 2.6% | 19.2% | ||
| Q4 24 | 3.4% | 14.0% | ||
| Q3 24 | 1.4% | 24.1% | ||
| Q2 24 | 1.5% | 17.2% |
现金转化率AMCXRHP
| Q1 26 | — | — | ||
| Q4 25 | — | 2.21× | ||
| Q3 25 | 0.59× | 5.88× | ||
| Q2 25 | 2.04× | 1.71× | ||
| Q1 25 | 6.03× | 1.56× | ||
| Q4 24 | — | 2.30× | ||
| Q3 24 | 1.50× | 3.70× | ||
| Q2 24 | — | 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
AMCX
| Subscription And Circulation | $314.8M | 53% |
| Advertising | $124.9M | 21% |
| Other | $79.1M | 13% |
| License | $74.8M | 13% |
| Related Party | $1.2M | 0% |
RHP
| Food and beverage | $289.3M | 44% |
| Rooms | $223.8M | 34% |
| Entertainment | $79.2M | 12% |
| Other | $72.3M | 11% |
