vs
Apple Hospitality REIT, Inc.(APLE)与Bandwidth Inc.(BAND)财务数据对比。点击上方公司名可切换其他公司
Apple Hospitality REIT, Inc.的季度营收约是Bandwidth Inc.的1.6倍($326.4M vs $208.8M),Apple Hospitality REIT, Inc.净利率更高(9.1% vs 1.9%,领先7.2%),Bandwidth Inc.同比增速更快(20.1% vs -2.0%),Apple Hospitality REIT, Inc.自由现金流更多($282.0M vs $-1.0M),过去两年Bandwidth Inc.的营收复合增速更高(9.7% vs -0.5%)
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。
Bandwidth Inc.是一家通信平台即服务提供商,依托自有全球IP语音网络,为客户提供语音、短信及应急服务相关的软件API产品,帮助开发者便捷集成通信功能,全球客户可借助其方案快速搭建符合需求的通信服务体系。
APLE vs BAND — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $326.4M | $208.8M |
| 净利润 | $29.6M | $4.0M |
| 毛利率 | 37.2% | 37.3% |
| 营业利润率 | 15.2% | 60.5% |
| 净利率 | 9.1% | 1.9% |
| 营收同比 | -2.0% | 20.1% |
| 净利润同比 | -0.7% | 200.0% |
| 每股收益(稀释后) | $0.13 | $-0.08 |
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
| Q1 26 | — | $208.8M | ||
| Q4 25 | $326.4M | $207.7M | ||
| Q3 25 | $373.9M | $191.9M | ||
| Q2 25 | $384.4M | $180.0M | ||
| Q1 25 | $327.7M | $174.2M | ||
| Q4 24 | $333.0M | $210.0M | ||
| Q3 24 | $378.8M | $193.9M | ||
| Q2 24 | $390.1M | $173.6M |
| Q1 26 | — | $4.0M | ||
| Q4 25 | $29.6M | — | ||
| Q3 25 | $50.9M | $-1.2M | ||
| Q2 25 | $63.6M | $-4.9M | ||
| Q1 25 | $31.2M | $-3.7M | ||
| Q4 24 | $29.8M | — | ||
| Q3 24 | $56.3M | $413.0K | ||
| Q2 24 | $73.9M | $4.1M |
| Q1 26 | — | 37.3% | ||
| Q4 25 | 37.2% | 37.6% | ||
| Q3 25 | 40.6% | 38.5% | ||
| Q2 25 | 42.6% | 39.8% | ||
| Q1 25 | 39.0% | 41.0% | ||
| Q4 24 | 38.6% | 36.4% | ||
| Q3 24 | 41.9% | 37.7% | ||
| Q2 24 | 44.6% | 37.3% |
| Q1 26 | — | 60.5% | ||
| Q4 25 | 15.2% | -1.9% | ||
| Q3 25 | 19.4% | -1.0% | ||
| Q2 25 | 22.1% | -2.1% | ||
| Q1 25 | 15.5% | -2.7% | ||
| Q4 24 | 15.0% | -1.3% | ||
| Q3 24 | 20.5% | -0.5% | ||
| Q2 24 | 24.0% | -3.5% |
| Q1 26 | — | 1.9% | ||
| Q4 25 | 9.1% | — | ||
| Q3 25 | 13.6% | -0.6% | ||
| Q2 25 | 16.6% | -2.7% | ||
| Q1 25 | 9.5% | -2.1% | ||
| Q4 24 | 9.0% | — | ||
| Q3 24 | 14.9% | 0.2% | ||
| Q2 24 | 19.0% | 2.3% |
| Q1 26 | — | $-0.08 | ||
| Q4 25 | $0.13 | $-0.10 | ||
| Q3 25 | $0.21 | $-0.04 | ||
| Q2 25 | $0.27 | $-0.16 | ||
| Q1 25 | $0.13 | $-0.13 | ||
| Q4 24 | $0.13 | $0.27 | ||
| Q3 24 | $0.23 | $0.01 | ||
| Q2 24 | $0.31 | $-0.17 |
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 | $8.5M | $47.3M |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $3.1B | $405.7M |
| 总资产 | $4.9B | $984.2M |
| 负债/权益比越低杠杆越低 | 0.49× | — |
8季度趋势,按日历期对齐
| Q1 26 | — | $47.3M | ||
| Q4 25 | $8.5M | $111.3M | ||
| Q3 25 | $50.3M | $80.4M | ||
| Q2 25 | $7.9M | $68.1M | ||
| Q1 25 | $14.9M | $41.7M | ||
| Q4 24 | $10.3M | $83.8M | ||
| Q3 24 | $6.1M | $79.9M | ||
| Q2 24 | $7.2M | $76.4M |
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.5B | — |
| Q1 26 | — | $405.7M | ||
| Q4 25 | $3.1B | $400.0M | ||
| Q3 25 | $3.2B | $392.7M | ||
| Q2 25 | $3.2B | $384.5M | ||
| Q1 25 | $3.2B | $345.4M | ||
| Q4 24 | $3.3B | $312.5M | ||
| Q3 24 | $3.3B | $336.6M | ||
| Q2 24 | $3.3B | $307.4M |
| Q1 26 | — | $984.2M | ||
| Q4 25 | $4.9B | $1.1B | ||
| Q3 25 | $4.9B | $1.0B | ||
| Q2 25 | $4.9B | $1.0B | ||
| Q1 25 | $4.9B | $964.4M | ||
| Q4 24 | $5.0B | $989.2M | ||
| Q3 24 | $5.0B | $1.0B | ||
| Q2 24 | $5.1B | $1.0B |
| Q1 26 | — | — | ||
| Q4 25 | 0.49× | — | ||
| Q3 25 | 0.47× | — | ||
| Q2 25 | 0.48× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.45× | — | ||
| Q3 24 | 0.46× | — | ||
| Q2 24 | 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 | $370.2M | — |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $-1.0M |
| 自由现金流率自由现金流/营收 | 86.4% | -0.5% |
| 资本支出强度资本支出/营收 | 27.0% | — |
| 现金转化率经营现金流/净利润 | 12.50× | — |
| 过去12个月自由现金流最近4个季度 | $516.8M | — |
8季度趋势,按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $370.2M | $38.6M | ||
| Q3 25 | $126.4M | $22.2M | ||
| Q2 25 | $108.8M | $31.7M | ||
| Q1 25 | $49.1M | $-3.1M | ||
| Q4 24 | $405.4M | $36.5M | ||
| Q3 24 | $128.2M | $20.5M | ||
| Q2 24 | $127.3M | $24.4M |
| Q1 26 | — | $-1.0M | ||
| Q4 25 | $282.0M | — | ||
| Q3 25 | $109.0M | — | ||
| Q2 25 | $96.2M | — | ||
| Q1 25 | $29.5M | — | ||
| Q4 24 | $327.1M | — | ||
| Q3 24 | $113.1M | — | ||
| Q2 24 | $115.0M | — |
| Q1 26 | — | -0.5% | ||
| Q4 25 | 86.4% | — | ||
| Q3 25 | 29.2% | — | ||
| Q2 25 | 25.0% | — | ||
| Q1 25 | 9.0% | — | ||
| Q4 24 | 98.2% | — | ||
| Q3 24 | 29.9% | — | ||
| Q2 24 | 29.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 27.0% | — | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 6.0% | — | ||
| Q4 24 | 23.5% | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 3.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | 12.50× | — | ||
| Q3 25 | 2.49× | — | ||
| Q2 25 | 1.71× | — | ||
| Q1 25 | 1.57× | — | ||
| Q4 24 | 13.59× | — | ||
| Q3 24 | 2.28× | 49.55× | ||
| Q2 24 | 1.72× | 6.03× |
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
APLE
| Occupancy | $293.0M | 90% |
| Hotel Other | $17.2M | 5% |
| Food And Beverage | $16.3M | 5% |
BAND
暂无分部数据