vs
Apple Hospitality REIT, Inc.（APLE）与Elastic N.V.（ESTC）财务数据对比。点击上方公司名可切换其他公司
Elastic N.V.的季度营收约是Apple Hospitality REIT, Inc.的1.3倍（$423.5M vs $337.7M），Apple Hospitality REIT, Inc.净利率更高（8.2% vs -12.1%，领先20.3%），Elastic N.V.同比增速更快（15.9% vs 3.1%），过去两年Elastic N.V.的营收复合增速更高（13.6% vs -6.9%）
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。
Elastic是荷美合资软件企业，2012年成立于荷兰阿姆斯特丹，运营总部分设于荷兰及美国加利福尼亚州旧金山市，于纽交所上市。公司提供企业级搜索、可观测性、网络安全平台，可支持用户实现大规模数据搜索分析、系统性能监测及异常检测。
APLE vs ESTC — 直观对比
营收规模更大
ESTC
是对方的1.3倍
$337.7M
营收增速更快
ESTC
高出12.8%
3.1%
净利率更高
APLE
高出20.3%
-12.1%
两年增速更快
ESTC
近两年复合增速
-6.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $337.7M | $423.5M |
| 净利润 | $27.7M | $-51.3M |
| 毛利率 | — | 75.9% |
| 营业利润率 | 14.2% | -1.9% |
| 净利率 | 8.2% | -12.1% |
| 营收同比 | 3.1% | 15.9% |
| 净利润同比 | 12.7% | -101.5% |
| 每股收益（稀释后） | $0.12 | $-0.48 |
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APLEESTC
| Q1 26 | $337.7M | — | ||
| Q4 25 | $326.4M | $423.5M | ||
| Q3 25 | $373.9M | $415.3M | ||
| Q2 25 | $384.4M | $388.4M | ||
| Q1 25 | $327.7M | $382.1M | ||
| Q4 24 | $333.0M | $365.4M | ||
| Q3 24 | $378.8M | $347.4M | ||
| Q2 24 | $390.1M | $335.0M |
净利润APLEESTC
| Q1 26 | $27.7M | — | ||
| Q4 25 | $29.6M | $-51.3M | ||
| Q3 25 | $50.9M | $-24.6M | ||
| Q2 25 | $63.6M | $-16.4M | ||
| Q1 25 | $31.2M | $-17.1M | ||
| Q4 24 | $29.8M | $-25.4M | ||
| Q3 24 | $56.3M | $-49.2M | ||
| Q2 24 | $73.9M | $-41.1M |
毛利率APLEESTC
| Q1 26 | — | — | ||
| Q4 25 | 37.2% | 75.9% | ||
| Q3 25 | 40.6% | 76.7% | ||
| Q2 25 | 42.6% | 74.8% | ||
| Q1 25 | 39.0% | 74.6% | ||
| Q4 24 | 38.6% | 74.5% | ||
| Q3 24 | 41.9% | 73.6% | ||
| Q2 24 | 44.6% | 73.8% |
营业利润率APLEESTC
| Q1 26 | 14.2% | — | ||
| Q4 25 | 15.2% | -1.9% | ||
| Q3 25 | 19.4% | -2.3% | ||
| Q2 25 | 22.1% | -3.1% | ||
| Q1 25 | 15.5% | -1.2% | ||
| Q4 24 | 15.0% | -1.2% | ||
| Q3 24 | 20.5% | -9.7% | ||
| Q2 24 | 24.0% | -13.6% |
净利率APLEESTC
| Q1 26 | 8.2% | — | ||
| Q4 25 | 9.1% | -12.1% | ||
| Q3 25 | 13.6% | -5.9% | ||
| Q2 25 | 16.6% | -4.2% | ||
| Q1 25 | 9.5% | -4.5% | ||
| Q4 24 | 9.0% | -7.0% | ||
| Q3 24 | 14.9% | -14.2% | ||
| Q2 24 | 19.0% | -12.3% |
每股收益（稀释后）APLEESTC
| Q1 26 | $0.12 | — | ||
| Q4 25 | $0.13 | $-0.48 | ||
| Q3 25 | $0.21 | $-0.23 | ||
| Q2 25 | $0.27 | $-0.15 | ||
| Q1 25 | $0.13 | $-0.16 | ||
| Q4 24 | $0.13 | $-0.25 | ||
| Q3 24 | $0.23 | $-0.48 | ||
| Q2 24 | $0.31 | $-0.35 |
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 | $7.8M | $1.4B |
| 总债务越低越好 | — | $570.3M |
| 股东权益账面价值 | $3.1B | $891.1M |
| 总资产 | $4.9B | $2.5B |
| 负债/权益比越低杠杆越低 | — | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资APLEESTC
| Q1 26 | $7.8M | — | ||
| Q4 25 | $8.5M | $1.4B | ||
| Q3 25 | $50.3M | $1.5B | ||
| Q2 25 | $7.9M | $1.4B | ||
| Q1 25 | $14.9M | $584.0M | ||
| Q4 24 | $10.3M | $658.5M | ||
| Q3 24 | $6.1M | $594.9M | ||
| Q2 24 | $7.2M | $1.1B |
总债务APLEESTC
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $570.3M | ||
| Q3 25 | $1.5B | $570.0M | ||
| Q2 25 | $1.5B | $569.7M | ||
| Q1 25 | $1.5B | $569.4M | ||
| Q4 24 | $1.5B | $569.2M | ||
| Q3 24 | $1.5B | $568.9M | ||
| Q2 24 | $1.5B | $568.6M |
股东权益APLEESTC
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.1B | $891.1M | ||
| Q3 25 | $3.2B | $971.4M | ||
| Q2 25 | $3.2B | $927.2M | ||
| Q1 25 | $3.2B | $859.1M | ||
| Q4 24 | $3.3B | $811.5M | ||
| Q3 24 | $3.3B | $759.4M | ||
| Q2 24 | $3.3B | $738.2M |
总资产APLEESTC
| Q1 26 | $4.9B | — | ||
| Q4 25 | $4.9B | $2.5B | ||
| Q3 25 | $4.9B | $2.5B | ||
| Q2 25 | $4.9B | $2.6B | ||
| Q1 25 | $4.9B | $2.3B | ||
| Q4 24 | $5.0B | $2.2B | ||
| Q3 24 | $5.0B | $2.2B | ||
| Q2 24 | $5.1B | $2.2B |
负债/权益比APLEESTC
| Q1 26 | — | — | ||
| Q4 25 | 0.49× | 0.64× | ||
| Q3 25 | 0.47× | 0.59× | ||
| Q2 25 | 0.48× | 0.61× | ||
| Q1 25 | 0.48× | 0.66× | ||
| Q4 24 | 0.45× | 0.70× | ||
| Q3 24 | 0.46× | 0.75× | ||
| Q2 24 | 0.46× | 0.77× |
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 | — | $26.6M |
| 自由现金流经营现金流 - 资本支出 | — | $26.0M |
| 自由现金流率自由现金流/营收 | — | 6.1% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 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 | — | $302.3M |
8季度趋势，按日历期对齐
经营现金流APLEESTC
| Q1 26 | — | — | ||
| Q4 25 | $370.2M | $26.6M | ||
| Q3 25 | $126.4M | $104.8M | ||
| Q2 25 | $108.8M | $87.0M | ||
| Q1 25 | $49.1M | $88.1M | ||
| Q4 24 | $405.4M | $38.4M | ||
| Q3 24 | $128.2M | $52.8M | ||
| Q2 24 | $127.3M | $60.9M |
自由现金流APLEESTC
| Q1 26 | — | — | ||
| Q4 25 | $282.0M | $26.0M | ||
| Q3 25 | $109.0M | $104.2M | ||
| Q2 25 | $96.2M | $84.9M | ||
| Q1 25 | $29.5M | $87.3M | ||
| Q4 24 | $327.1M | $37.7M | ||
| Q3 24 | $113.1M | $52.0M | ||
| Q2 24 | $115.0M | $60.1M |
自由现金流率APLEESTC
| Q1 26 | — | — | ||
| Q4 25 | 86.4% | 6.1% | ||
| Q3 25 | 29.2% | 25.1% | ||
| Q2 25 | 25.0% | 21.8% | ||
| Q1 25 | 9.0% | 22.8% | ||
| Q4 24 | 98.2% | 10.3% | ||
| Q3 24 | 29.9% | 15.0% | ||
| Q2 24 | 29.5% | 17.9% |
资本支出强度APLEESTC
| Q1 26 | — | — | ||
| Q4 25 | 27.0% | 0.1% | ||
| Q3 25 | 4.7% | 0.2% | ||
| Q2 25 | 3.3% | 0.5% | ||
| Q1 25 | 6.0% | 0.2% | ||
| Q4 24 | 23.5% | 0.2% | ||
| Q3 24 | 4.0% | 0.2% | ||
| Q2 24 | 3.2% | 0.3% |
现金转化率APLEESTC
| 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× | — | ||
| Q2 24 | 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
APLE
| Comparable Hotels Total Revenue | $336.9M | 100% |
| RevPAR (Comparable Hotels) | $114.6K | 0% |
ESTC
| Self Managed Subscription | $192.0M | 45% |
| Saa S Self Managed Annual | $156.9M | 37% |
| Saa S Self Managed Monthly | $48.8M | 12% |
| Professional Services | $25.8M | 6% |
