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Apple Hospitality REIT, Inc.（APLE）与Fastly, Inc.（FSLY）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Fastly, Inc.的2.0倍（$337.7M vs $173.0M），Apple Hospitality REIT, Inc.净利率更高（8.2% vs -11.9%，领先20.1%），Fastly, Inc.同比增速更快（19.8% vs 3.1%），过去两年Fastly, Inc.的营收复合增速更高（14.3% 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。
Fastly是总部位于美国旧金山的云计算服务商，主营内容分发网络（CDN）、图片优化、负载均衡服务，同时提供DDoS攻击防护、机器人流量治理、Web应用防火墙等云安全解决方案，助力企业提升网络访问效率与安全防护能力。
APLE vs FSLY — 直观对比
营收规模更大
APLE
是对方的2.0倍
$173.0M
营收增速更快
FSLY
高出16.7%
3.1%
净利率更高
APLE
高出20.1%
-11.9%
两年增速更快
FSLY
近两年复合增速
-6.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $337.7M | $173.0M |
| 净利润 | $27.7M | $-20.5M |
| 毛利率 | — | 62.5% |
| 营业利润率 | 14.2% | 23.7% |
| 净利率 | 8.2% | -11.9% |
| 营收同比 | 3.1% | 19.8% |
| 净利润同比 | 12.7% | 47.6% |
| 每股收益（稀释后） | $0.12 | $-0.13 |
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APLEFSLY
| Q1 26 | $337.7M | $173.0M | ||
| Q4 25 | $326.4M | $172.6M | ||
| Q3 25 | $373.9M | $158.2M | ||
| Q2 25 | $384.4M | $148.7M | ||
| Q1 25 | $327.7M | $144.5M | ||
| Q4 24 | $333.0M | $140.6M | ||
| Q3 24 | $378.8M | $137.2M | ||
| Q2 24 | $390.1M | $132.4M |
净利润APLEFSLY
| Q1 26 | $27.7M | $-20.5M | ||
| Q4 25 | $29.6M | $-15.5M | ||
| Q3 25 | $50.9M | $-29.5M | ||
| Q2 25 | $63.6M | $-37.5M | ||
| Q1 25 | $31.2M | $-39.1M | ||
| Q4 24 | $29.8M | $-32.9M | ||
| Q3 24 | $56.3M | $-38.0M | ||
| Q2 24 | $73.9M | $-43.7M |
毛利率APLEFSLY
| Q1 26 | — | 62.5% | ||
| Q4 25 | 37.2% | 61.4% | ||
| Q3 25 | 40.6% | 58.4% | ||
| Q2 25 | 42.6% | 54.5% | ||
| Q1 25 | 39.0% | 53.2% | ||
| Q4 24 | 38.6% | 53.4% | ||
| Q3 24 | 41.9% | 54.5% | ||
| Q2 24 | 44.6% | 55.1% |
营业利润率APLEFSLY
| Q1 26 | 14.2% | 23.7% | ||
| Q4 25 | 15.2% | -8.7% | ||
| Q3 25 | 19.4% | -18.2% | ||
| Q2 25 | 22.1% | -24.8% | ||
| Q1 25 | 15.5% | -26.4% | ||
| Q4 24 | 15.0% | -24.4% | ||
| Q3 24 | 20.5% | -29.6% | ||
| Q2 24 | 24.0% | -35.3% |
净利率APLEFSLY
| Q1 26 | 8.2% | -11.9% | ||
| Q4 25 | 9.1% | -9.0% | ||
| Q3 25 | 13.6% | -18.6% | ||
| Q2 25 | 16.6% | -25.2% | ||
| Q1 25 | 9.5% | -27.1% | ||
| Q4 24 | 9.0% | -23.4% | ||
| Q3 24 | 14.9% | -27.7% | ||
| Q2 24 | 19.0% | -33.0% |
每股收益（稀释后）APLEFSLY
| Q1 26 | $0.12 | $-0.13 | ||
| Q4 25 | $0.13 | $-0.10 | ||
| Q3 25 | $0.21 | $-0.20 | ||
| Q2 25 | $0.27 | $-0.26 | ||
| Q1 25 | $0.13 | $-0.27 | ||
| Q4 24 | $0.13 | $-0.23 | ||
| Q3 24 | $0.23 | $-0.27 | ||
| Q2 24 | $0.31 | $-0.32 |
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 | $146.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.1B | $977.1M |
| 总资产 | $4.9B | $1.5B |
| 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APLEFSLY
| Q1 26 | $7.8M | $146.7M | ||
| Q4 25 | $8.5M | $361.8M | ||
| Q3 25 | $50.3M | $342.9M | ||
| Q2 25 | $7.9M | $321.2M | ||
| Q1 25 | $14.9M | $307.3M | ||
| Q4 24 | $10.3M | $295.9M | ||
| Q3 24 | $6.1M | $308.2M | ||
| Q2 24 | $7.2M | $311.8M |
总债务APLEFSLY
| 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 | — |
股东权益APLEFSLY
| Q1 26 | $3.1B | $977.1M | ||
| Q4 25 | $3.1B | $929.6M | ||
| Q3 25 | $3.2B | $937.0M | ||
| Q2 25 | $3.2B | $942.6M | ||
| Q1 25 | $3.2B | $957.0M | ||
| Q4 24 | $3.3B | $965.3M | ||
| Q3 24 | $3.3B | $969.5M | ||
| Q2 24 | $3.3B | $981.2M |
总资产APLEFSLY
| Q1 26 | $4.9B | $1.5B | ||
| Q4 25 | $4.9B | $1.5B | ||
| Q3 25 | $4.9B | $1.5B | ||
| Q2 25 | $4.9B | $1.5B | ||
| Q1 25 | $4.9B | $1.4B | ||
| Q4 24 | $5.0B | $1.5B | ||
| Q3 24 | $5.0B | $1.5B | ||
| Q2 24 | $5.1B | $1.5B |
负债/权益比APLEFSLY
| 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 | — | $28.9M |
| 自由现金流经营现金流 - 资本支出 | — | $4.1M |
| 自由现金流率自由现金流/营收 | — | 2.4% |
| 资本支出强度资本支出/营收 | — | 14.3% |
| 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 | — | $55.2M |
8季度趋势，按日历期对齐
经营现金流APLEFSLY
| Q1 26 | — | $28.9M | ||
| Q4 25 | $370.2M | $22.4M | ||
| Q3 25 | $126.4M | $28.9M | ||
| Q2 25 | $108.8M | $25.8M | ||
| Q1 25 | $49.1M | $17.3M | ||
| Q4 24 | $405.4M | $5.2M | ||
| Q3 24 | $128.2M | $5.0M | ||
| Q2 24 | $127.3M | $-4.9M |
自由现金流APLEFSLY
| Q1 26 | — | $4.1M | ||
| Q4 25 | $282.0M | $12.2M | ||
| Q3 25 | $109.0M | $22.9M | ||
| Q2 25 | $96.2M | $15.9M | ||
| Q1 25 | $29.5M | $14.7M | ||
| Q4 24 | $327.1M | $251.0K | ||
| Q3 24 | $113.1M | $3.0M | ||
| Q2 24 | $115.0M | $-6.7M |
自由现金流率APLEFSLY
| Q1 26 | — | 2.4% | ||
| Q4 25 | 86.4% | 7.1% | ||
| Q3 25 | 29.2% | 14.5% | ||
| Q2 25 | 25.0% | 10.7% | ||
| Q1 25 | 9.0% | 10.2% | ||
| Q4 24 | 98.2% | 0.2% | ||
| Q3 24 | 29.9% | 2.2% | ||
| Q2 24 | 29.5% | -5.1% |
资本支出强度APLEFSLY
| Q1 26 | — | 14.3% | ||
| Q4 25 | 27.0% | 5.9% | ||
| Q3 25 | 4.7% | 3.8% | ||
| Q2 25 | 3.3% | 6.6% | ||
| Q1 25 | 6.0% | 1.8% | ||
| Q4 24 | 23.5% | 3.5% | ||
| Q3 24 | 4.0% | 1.5% | ||
| Q2 24 | 3.2% | 1.3% |
现金转化率APLEFSLY
| 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% |
FSLY
| Network Services | $126.2M | 73% |
| Security | $38.8M | 22% |
| Other | $8.0M | 5% |
