vs
Apple Hospitality REIT, Inc.（APLE）与哈雷戴维森（HOG）财务数据对比。点击上方公司名可切换其他公司
哈雷戴维森的季度营收约是Apple Hospitality REIT, Inc.的1.2倍（$390.5M vs $337.7M），Apple Hospitality REIT, Inc.净利率更高（8.2% vs -72.3%，领先80.5%），Apple Hospitality REIT, Inc.同比增速更快（3.1% vs -9.4%），过去两年Apple Hospitality REIT, Inc.的营收复合增速更高（-6.9% vs -48.6%）
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。
哈雷戴维森是源自美国的摩托车制造商与生活方式品牌，总部位于威斯康星州密尔沃基，创立于1903年。它是大萧条时期幸存下来的两大美国摩托车厂商之一，历经多次股权变动、子公司调整、经营困境与全球竞争，如今已是全球知名的标志性品牌。
APLE vs HOG — 直观对比
营收规模更大
HOG
是对方的1.2倍
$337.7M
营收增速更快
APLE
高出12.4%
-9.4%
净利率更高
APLE
高出80.5%
-72.3%
两年增速更快
APLE
近两年复合增速
-48.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $337.7M | $390.5M |
| 净利润 | $27.7M | $-282.6M |
| 毛利率 | — | -7.9% |
| 营业利润率 | 14.2% | -92.4% |
| 净利率 | 8.2% | -72.3% |
| 营收同比 | 3.1% | -9.4% |
| 净利润同比 | 12.7% | -138.6% |
| 每股收益（稀释后） | $0.12 | $-2.27 |
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APLEHOG
| Q1 26 | $337.7M | — | ||
| Q4 25 | $326.4M | $390.5M | ||
| Q3 25 | $373.9M | $1.1B | ||
| Q2 25 | $384.4M | $1.0B | ||
| Q1 25 | $327.7M | $1.1B | ||
| Q4 24 | $333.0M | $430.9M | ||
| Q3 24 | $378.8M | $881.2M | ||
| Q2 24 | $390.1M | $1.4B |
净利润APLEHOG
| Q1 26 | $27.7M | — | ||
| Q4 25 | $29.6M | $-282.6M | ||
| Q3 25 | $50.9M | $377.4M | ||
| Q2 25 | $63.6M | $107.6M | ||
| Q1 25 | $31.2M | $133.1M | ||
| Q4 24 | $29.8M | $-118.4M | ||
| Q3 24 | $56.3M | $119.0M | ||
| Q2 24 | $73.9M | $218.3M |
毛利率APLEHOG
| Q1 26 | — | — | ||
| Q4 25 | 37.2% | -7.9% | ||
| Q3 25 | 40.6% | 26.0% | ||
| Q2 25 | 42.6% | 28.5% | ||
| Q1 25 | 39.0% | 28.9% | ||
| Q4 24 | 38.6% | -2.0% | ||
| Q3 24 | 41.9% | 29.8% | ||
| Q2 24 | 44.6% | 31.8% |
营业利润率APLEHOG
| Q1 26 | 14.2% | — | ||
| Q4 25 | 15.2% | -92.4% | ||
| Q3 25 | 19.4% | 44.0% | ||
| Q2 25 | 22.1% | 10.7% | ||
| Q1 25 | 15.5% | 14.8% | ||
| Q4 24 | 15.0% | -44.9% | ||
| Q3 24 | 20.5% | 12.0% | ||
| Q2 24 | 24.0% | 17.8% |
净利率APLEHOG
| Q1 26 | 8.2% | — | ||
| Q4 25 | 9.1% | -72.3% | ||
| Q3 25 | 13.6% | 35.0% | ||
| Q2 25 | 16.6% | 10.2% | ||
| Q1 25 | 9.5% | 12.3% | ||
| Q4 24 | 9.0% | -27.5% | ||
| Q3 24 | 14.9% | 13.5% | ||
| Q2 24 | 19.0% | 16.1% |
每股收益（稀释后）APLEHOG
| Q1 26 | $0.12 | — | ||
| Q4 25 | $0.13 | $-2.27 | ||
| Q3 25 | $0.21 | $3.10 | ||
| Q2 25 | $0.27 | $0.88 | ||
| Q1 25 | $0.13 | $1.07 | ||
| Q4 24 | $0.13 | $-0.82 | ||
| Q3 24 | $0.23 | $0.91 | ||
| Q2 24 | $0.31 | $1.63 |
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 | $3.1B |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $3.1B | $3.1B |
| 总资产 | $4.9B | $8.0B |
| 负债/权益比越低杠杆越低 | — | 0.79× |
8季度趋势，按日历期对齐
现金及短期投资APLEHOG
| Q1 26 | $7.8M | — | ||
| Q4 25 | $8.5M | $3.1B | ||
| Q3 25 | $50.3M | $1.8B | ||
| Q2 25 | $7.9M | $1.6B | ||
| Q1 25 | $14.9M | $1.9B | ||
| Q4 24 | $10.3M | $1.6B | ||
| Q3 24 | $6.1M | $2.2B | ||
| Q2 24 | $7.2M | $1.8B |
总债务APLEHOG
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $2.5B | ||
| Q3 25 | $1.5B | $4.5B | ||
| Q2 25 | $1.5B | $6.4B | ||
| Q1 25 | $1.5B | $6.8B | ||
| Q4 24 | $1.5B | $6.3B | ||
| Q3 24 | $1.5B | $7.3B | ||
| Q2 24 | $1.5B | $7.0B |
股东权益APLEHOG
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.1B | $3.1B | ||
| Q3 25 | $3.2B | $3.6B | ||
| Q2 25 | $3.2B | $3.3B | ||
| Q1 25 | $3.2B | $3.2B | ||
| Q4 24 | $3.3B | $3.2B | ||
| Q3 24 | $3.3B | $3.4B | ||
| Q2 24 | $3.3B | $3.4B |
总资产APLEHOG
| Q1 26 | $4.9B | — | ||
| Q4 25 | $4.9B | $8.0B | ||
| Q3 25 | $4.9B | $10.6B | ||
| Q2 25 | $4.9B | $12.1B | ||
| Q1 25 | $4.9B | $12.4B | ||
| Q4 24 | $5.0B | $11.9B | ||
| Q3 24 | $5.0B | $13.0B | ||
| Q2 24 | $5.1B | $12.8B |
负债/权益比APLEHOG
| Q1 26 | — | — | ||
| Q4 25 | 0.49× | 0.79× | ||
| Q3 25 | 0.47× | 1.25× | ||
| Q2 25 | 0.48× | 1.91× | ||
| Q1 25 | 0.48× | 2.14× | ||
| Q4 24 | 0.45× | 2.00× | ||
| Q3 24 | 0.46× | 2.13× | ||
| Q2 24 | 0.46× | 2.03× |
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 | — | $152.0M |
| 自由现金流经营现金流 - 资本支出 | — | $100.4M |
| 自由现金流率自由现金流/营收 | — | 25.7% |
| 资本支出强度资本支出/营收 | — | 13.2% |
| 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 | — | $415.2M |
8季度趋势，按日历期对齐
经营现金流APLEHOG
| Q1 26 | — | — | ||
| Q4 25 | $370.2M | $152.0M | ||
| Q3 25 | $126.4M | $-92.6M | ||
| Q2 25 | $108.8M | $368.0M | ||
| Q1 25 | $49.1M | $141.5M | ||
| Q4 24 | $405.4M | $133.2M | ||
| Q3 24 | $128.2M | $353.0M | ||
| Q2 24 | $127.3M | $473.6M |
自由现金流APLEHOG
| Q1 26 | — | — | ||
| Q4 25 | $282.0M | $100.4M | ||
| Q3 25 | $109.0M | $-129.1M | ||
| Q2 25 | $96.2M | $332.4M | ||
| Q1 25 | $29.5M | $111.6M | ||
| Q4 24 | $327.1M | $77.0M | ||
| Q3 24 | $113.1M | $300.4M | ||
| Q2 24 | $115.0M | $432.2M |
自由现金流率APLEHOG
| Q1 26 | — | — | ||
| Q4 25 | 86.4% | 25.7% | ||
| Q3 25 | 29.2% | -12.0% | ||
| Q2 25 | 25.0% | 31.7% | ||
| Q1 25 | 9.0% | 10.3% | ||
| Q4 24 | 98.2% | 17.9% | ||
| Q3 24 | 29.9% | 34.1% | ||
| Q2 24 | 29.5% | 31.9% |
资本支出强度APLEHOG
| Q1 26 | — | — | ||
| Q4 25 | 27.0% | 13.2% | ||
| Q3 25 | 4.7% | 3.4% | ||
| Q2 25 | 3.3% | 3.4% | ||
| Q1 25 | 6.0% | 2.8% | ||
| Q4 24 | 23.5% | 13.0% | ||
| Q3 24 | 4.0% | 6.0% | ||
| Q2 24 | 3.2% | 3.1% |
现金转化率APLEHOG
| Q1 26 | — | — | ||
| Q4 25 | 12.50× | — | ||
| Q3 25 | 2.49× | -0.25× | ||
| Q2 25 | 1.71× | 3.42× | ||
| Q1 25 | 1.57× | 1.06× | ||
| Q4 24 | 13.59× | — | ||
| Q3 24 | 2.28× | 2.97× | ||
| Q2 24 | 1.72× | 2.17× |
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% |
HOG
| Motorcycles | $193.9M | 50% |
| Other | $63.8M | 16% |
| Other Income Financial Services | $59.8M | 15% |
| Apparel | $47.2M | 12% |
| Livewire Segment | $11.4M | 3% |
