vs
Apple Hospitality REIT, Inc.(APLE)与FTAI Infrastructure Inc.(FIP)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FTAI Infrastructure Inc.的1.8倍($337.7M vs $188.4M),Apple Hospitality REIT, Inc.净利率更高(8.2% vs -79.7%,领先87.9%),FTAI Infrastructure Inc.同比增速更快(95.9% vs 3.1%),过去两年FTAI Infrastructure Inc.的营收复合增速更高(49.0% 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。
FTAI基础设施有限公司持有、运营并投资交通物流、中游能源、发电等核心领域的优质关键基础设施资产,主要面向北美市场,聚焦拥有稳定长期现金流、合同约定收入流的项目,为利益相关方创造可持续回报。
APLE vs FIP — 直观对比
营收规模更大
APLE
是对方的1.8倍
$188.4M
营收增速更快
FIP
高出92.8%
3.1%
净利率更高
APLE
高出87.9%
-79.7%
两年增速更快
FIP
近两年复合增速
-6.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $337.7M | $188.4M |
| 净利润 | $27.7M | $-150.2M |
| 毛利率 | — | — |
| 营业利润率 | 14.2% | — |
| 净利率 | 8.2% | -79.7% |
| 营收同比 | 3.1% | 95.9% |
| 净利润同比 | 12.7% | -387.6% |
| 每股收益(稀释后) | $0.12 | $-1.32 |
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
APLE
FIP
| Q1 26 | $337.7M | $188.4M | ||
| Q4 25 | $326.4M | $143.5M | ||
| Q3 25 | $373.9M | $140.6M | ||
| Q2 25 | $384.4M | $122.3M | ||
| Q1 25 | $327.7M | $96.2M | ||
| Q4 24 | $333.0M | $80.8M | ||
| Q3 24 | $378.8M | $83.3M | ||
| Q2 24 | $390.1M | $84.9M |
净利润
APLE
FIP
| Q1 26 | $27.7M | $-150.2M | ||
| Q4 25 | $29.6M | $-97.7M | ||
| Q3 25 | $50.9M | $-104.5M | ||
| Q2 25 | $63.6M | $-70.0M | ||
| Q1 25 | $31.2M | $120.2M | ||
| Q4 24 | $29.8M | $-124.7M | ||
| Q3 24 | $56.3M | $-43.0M | ||
| Q2 24 | $73.9M | $-48.1M |
毛利率
APLE
FIP
| Q1 26 | — | — | ||
| Q4 25 | 37.2% | — | ||
| Q3 25 | 40.6% | — | ||
| Q2 25 | 42.6% | — | ||
| Q1 25 | 39.0% | — | ||
| Q4 24 | 38.6% | — | ||
| Q3 24 | 41.9% | — | ||
| Q2 24 | 44.6% | — |
营业利润率
APLE
FIP
| Q1 26 | 14.2% | — | ||
| Q4 25 | 15.2% | -45.7% | ||
| Q3 25 | 19.4% | -70.8% | ||
| Q2 25 | 22.1% | -56.4% | ||
| Q1 25 | 15.5% | 81.8% | ||
| Q4 24 | 15.0% | -152.7% | ||
| Q3 24 | 20.5% | -51.7% | ||
| Q2 24 | 24.0% | -56.4% |
净利率
APLE
FIP
| Q1 26 | 8.2% | -79.7% | ||
| Q4 25 | 9.1% | -68.1% | ||
| Q3 25 | 13.6% | -74.4% | ||
| Q2 25 | 16.6% | -57.2% | ||
| Q1 25 | 9.5% | 125.0% | ||
| Q4 24 | 9.0% | -154.4% | ||
| Q3 24 | 14.9% | -51.6% | ||
| Q2 24 | 19.0% | -56.7% |
每股收益(稀释后)
APLE
FIP
| Q1 26 | $0.12 | $-1.32 | ||
| Q4 25 | $0.13 | $-1.04 | ||
| Q3 25 | $0.21 | $-1.38 | ||
| Q2 25 | $0.27 | $-0.73 | ||
| Q1 25 | $0.13 | $0.89 | ||
| Q4 24 | $0.13 | $-1.21 | ||
| Q3 24 | $0.23 | $-0.45 | ||
| Q2 24 | $0.31 | $-0.52 |
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 | $37.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.1B | $-122.5K |
| 总资产 | $4.9B | $5.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
APLE
FIP
| Q1 26 | $7.8M | $37.9M | ||
| Q4 25 | $8.5M | $57.4M | ||
| Q3 25 | $50.3M | $34.7M | ||
| Q2 25 | $7.9M | $33.6M | ||
| Q1 25 | $14.9M | $26.3M | ||
| Q4 24 | $10.3M | $27.8M | ||
| Q3 24 | $6.1M | $20.3M | ||
| Q2 24 | $7.2M | $33.1M |
总债务
APLE
FIP
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $3.8B | ||
| Q3 25 | $1.5B | $3.7B | ||
| Q2 25 | $1.5B | $3.1B | ||
| Q1 25 | $1.5B | $2.8B | ||
| Q4 24 | $1.5B | $1.6B | ||
| Q3 24 | $1.5B | $1.5B | ||
| Q2 24 | $1.5B | $1.6B |
股东权益
APLE
FIP
| Q1 26 | $3.1B | $-122.5K | ||
| Q4 25 | $3.1B | $21.3M | ||
| Q3 25 | $3.2B | $181.1M | ||
| Q2 25 | $3.2B | $375.5M | ||
| Q1 25 | $3.2B | $476.2M | ||
| Q4 24 | $3.3B | $202.7M | ||
| Q3 24 | $3.3B | $370.8M | ||
| Q2 24 | $3.3B | $394.8M |
总资产
APLE
FIP
| Q1 26 | $4.9B | $5.7B | ||
| Q4 25 | $4.9B | $5.7B | ||
| Q3 25 | $4.9B | $5.5B | ||
| Q2 25 | $4.9B | $4.4B | ||
| Q1 25 | $4.9B | $4.1B | ||
| Q4 24 | $5.0B | $2.4B | ||
| Q3 24 | $5.0B | $2.4B | ||
| Q2 24 | $5.1B | $2.5B |
负债/权益比
APLE
FIP
| Q1 26 | — | — | ||
| Q4 25 | 0.49× | 176.99× | ||
| Q3 25 | 0.47× | 20.59× | ||
| Q2 25 | 0.48× | 8.21× | ||
| Q1 25 | 0.48× | 5.79× | ||
| Q4 24 | 0.45× | 7.84× | ||
| Q3 24 | 0.46× | 4.14× | ||
| Q2 24 | 0.46× | 3.94× |
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 | — | $-69.4M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势,按日历期对齐
经营现金流
APLE
FIP
| Q1 26 | — | $-69.4M | ||
| Q4 25 | $370.2M | $-2.8M | ||
| Q3 25 | $126.4M | $-24.4M | ||
| Q2 25 | $108.8M | $-5.2M | ||
| Q1 25 | $49.1M | $-85.7M | ||
| Q4 24 | $405.4M | $-8.1M | ||
| Q3 24 | $128.2M | $14.2M | ||
| Q2 24 | $127.3M | $-17.6M |
自由现金流
APLE
FIP
| Q1 26 | — | — | ||
| Q4 25 | $282.0M | $-68.6M | ||
| Q3 25 | $109.0M | $-90.7M | ||
| Q2 25 | $96.2M | $-87.5M | ||
| Q1 25 | $29.5M | $-151.7M | ||
| Q4 24 | $327.1M | $-34.3M | ||
| Q3 24 | $113.1M | $-11.7M | ||
| Q2 24 | $115.0M | $-32.1M |
自由现金流率
APLE
FIP
| Q1 26 | — | — | ||
| Q4 25 | 86.4% | -47.8% | ||
| Q3 25 | 29.2% | -64.5% | ||
| Q2 25 | 25.0% | -71.6% | ||
| Q1 25 | 9.0% | -157.7% | ||
| Q4 24 | 98.2% | -42.4% | ||
| Q3 24 | 29.9% | -14.0% | ||
| Q2 24 | 29.5% | -37.9% |
资本支出强度
APLE
FIP
| Q1 26 | — | — | ||
| Q4 25 | 27.0% | 45.9% | ||
| Q3 25 | 4.7% | 47.2% | ||
| Q2 25 | 3.3% | 67.3% | ||
| Q1 25 | 6.0% | 68.6% | ||
| Q4 24 | 23.5% | 32.5% | ||
| Q3 24 | 4.0% | 31.1% | ||
| Q2 24 | 3.2% | 17.2% |
现金转化率
APLE
FIP
| Q1 26 | — | — | ||
| Q4 25 | 12.50× | — | ||
| Q3 25 | 2.49× | — | ||
| Q2 25 | 1.71× | — | ||
| Q1 25 | 1.57× | -0.71× | ||
| 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% |
FIP
暂无分部数据