vs
Apple Hospitality REIT, Inc.（APLE）与null（JACK）财务数据对比。点击上方公司名可切换其他公司
null的季度营收约是Apple Hospitality REIT, Inc.的1.0倍（$349.5M vs $337.7M），Apple Hospitality REIT, Inc.净利率更高（8.2% vs -0.7%，领先8.9%），Apple Hospitality REIT, Inc.同比增速更快（3.1% vs -25.5%），过去两年Apple Hospitality REIT, Inc.的营收复合增速更高（-6.9% vs -18.6%）
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。
杰克盒子是源自美国的连锁快餐品牌，1951年由罗伯特·O·彼得森在加利福尼亚州圣迭戈创立，总部也设于此。品牌目前拥有超过2200家门店，业务主要覆盖美国西海岸，在西海岸以外的多个大都市区域以及关岛也设有门店。2017年12月前该公司曾运营Qdoba墨西哥烧烤连锁品牌，后该品牌被阿波罗全球管理收购。
APLE vs JACK — 直观对比
营收规模更大
JACK
是对方的1.0倍
$337.7M
营收增速更快
APLE
高出28.6%
-25.5%
净利率更高
APLE
高出8.9%
-0.7%
两年增速更快
APLE
近两年复合增速
-18.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $337.7M | $349.5M |
| 净利润 | $27.7M | $-2.5M |
| 毛利率 | — | — |
| 营业利润率 | 14.2% | 13.3% |
| 净利率 | 8.2% | -0.7% |
| 营收同比 | 3.1% | -25.5% |
| 净利润同比 | 12.7% | -107.3% |
| 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APLEJACK
| Q1 26 | $337.7M | $349.5M | ||
| Q4 25 | $326.4M | — | ||
| Q3 25 | $373.9M | — | ||
| Q2 25 | $384.4M | $336.7M | ||
| Q1 25 | $327.7M | $371.1M | ||
| Q4 24 | $333.0M | — | ||
| Q3 24 | $378.8M | — | ||
| Q2 24 | $390.1M | $365.3M |
净利润APLEJACK
| Q1 26 | $27.7M | $-2.5M | ||
| Q4 25 | $29.6M | — | ||
| Q3 25 | $50.9M | — | ||
| Q2 25 | $63.6M | $-142.2M | ||
| Q1 25 | $31.2M | $33.7M | ||
| Q4 24 | $29.8M | — | ||
| Q3 24 | $56.3M | — | ||
| Q2 24 | $73.9M | $25.0M |
毛利率APLEJACK
| 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APLEJACK
| Q1 26 | 14.2% | 13.3% | ||
| Q4 25 | 15.2% | — | ||
| Q3 25 | 19.4% | — | ||
| Q2 25 | 22.1% | -46.7% | ||
| Q1 25 | 15.5% | 19.0% | ||
| Q4 24 | 15.0% | — | ||
| Q3 24 | 20.5% | — | ||
| Q2 24 | 24.0% | 14.8% |
净利率APLEJACK
| Q1 26 | 8.2% | -0.7% | ||
| Q4 25 | 9.1% | — | ||
| Q3 25 | 13.6% | — | ||
| Q2 25 | 16.6% | -42.2% | ||
| Q1 25 | 9.5% | 9.1% | ||
| Q4 24 | 9.0% | — | ||
| Q3 24 | 14.9% | — | ||
| Q2 24 | 19.0% | 6.8% |
每股收益（稀释后）APLEJACK
| Q1 26 | $0.12 | $-0.13 | ||
| Q4 25 | $0.13 | — | ||
| Q3 25 | $0.21 | — | ||
| Q2 25 | $0.27 | $-7.47 | ||
| Q1 25 | $0.13 | $1.75 | ||
| Q4 24 | $0.13 | — | ||
| Q3 24 | $0.23 | — | ||
| Q2 24 | $0.31 | $1.26 |
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 | — |
| 总债务越低越好 | — | $1.6B |
| 股东权益账面价值 | $3.1B | $-936.0M |
| 总资产 | $4.9B | $2.0B |
| 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APLEJACK
| Q1 26 | $7.8M | — | ||
| Q4 25 | $8.5M | — | ||
| Q3 25 | $50.3M | — | ||
| Q2 25 | $7.9M | — | ||
| Q1 25 | $14.9M | — | ||
| Q4 24 | $10.3M | — | ||
| Q3 24 | $6.1M | — | ||
| Q2 24 | $7.2M | — |
总债务APLEJACK
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | $1.7B | ||
| Q1 25 | $1.5B | $1.7B | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.5B | $1.7B |
股东权益APLEJACK
| Q1 26 | $3.1B | $-936.0M | ||
| Q4 25 | $3.1B | — | ||
| Q3 25 | $3.2B | — | ||
| Q2 25 | $3.2B | $-976.2M | ||
| Q1 25 | $3.2B | $-827.1M | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $3.3B | — | ||
| Q2 24 | $3.3B | $-702.6M |
总资产APLEJACK
| Q1 26 | $4.9B | $2.0B | ||
| Q4 25 | $4.9B | — | ||
| Q3 25 | $4.9B | — | ||
| Q2 25 | $4.9B | $2.6B | ||
| Q1 25 | $4.9B | $2.8B | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $5.0B | — | ||
| Q2 24 | $5.1B | $2.9B |
负债/权益比APLEJACK
| 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 | — | $30.5M |
| 自由现金流经营现金流 - 资本支出 | — | $7.3M |
| 自由现金流率自由现金流/营收 | — | 2.1% |
| 资本支出强度资本支出/营收 | — | 6.6% |
| 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 | — | $34.8M |
8季度趋势，按日历期对齐
经营现金流APLEJACK
| Q1 26 | — | $30.5M | ||
| Q4 25 | $370.2M | — | ||
| Q3 25 | $126.4M | — | ||
| Q2 25 | $108.8M | $-36.8M | ||
| Q1 25 | $49.1M | $105.7M | ||
| Q4 24 | $405.4M | — | ||
| Q3 24 | $128.2M | — | ||
| Q2 24 | $127.3M | $16.7M |
自由现金流APLEJACK
| Q1 26 | — | $7.3M | ||
| Q4 25 | $282.0M | — | ||
| Q3 25 | $109.0M | — | ||
| Q2 25 | $96.2M | $-63.2M | ||
| Q1 25 | $29.5M | $84.4M | ||
| Q4 24 | $327.1M | — | ||
| Q3 24 | $113.1M | — | ||
| Q2 24 | $115.0M | $6.4M |
自由现金流率APLEJACK
| Q1 26 | — | 2.1% | ||
| Q4 25 | 86.4% | — | ||
| Q3 25 | 29.2% | — | ||
| Q2 25 | 25.0% | -18.8% | ||
| Q1 25 | 9.0% | 22.7% | ||
| Q4 24 | 98.2% | — | ||
| Q3 24 | 29.9% | — | ||
| Q2 24 | 29.5% | 1.8% |
资本支出强度APLEJACK
| Q1 26 | — | 6.6% | ||
| Q4 25 | 27.0% | — | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | 3.3% | 7.9% | ||
| Q1 25 | 6.0% | 5.7% | ||
| Q4 24 | 23.5% | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 3.2% | 2.8% |
现金转化率APLEJACK
| Q1 26 | — | — | ||
| Q4 25 | 12.50× | — | ||
| Q3 25 | 2.49× | — | ||
| Q2 25 | 1.71× | — | ||
| Q1 25 | 1.57× | 3.14× | ||
| Q4 24 | 13.59× | — | ||
| Q3 24 | 2.28× | — | ||
| Q2 24 | 1.72× | 0.67× |
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% |
JACK
| Restaurant Sales | $131.9M | 38% |
| Franchise | $97.4M | 28% |
| Royaltyand Other | $58.9M | 17% |
| Advertising | $56.6M | 16% |
| Technology Service | $4.7M | 1% |
| Franchise Fees | $1.7M | 0% |
