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Apple Hospitality REIT, Inc.（APLE）与Kodiak Gas Services, Inc.（KGS）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Kodiak Gas Services, Inc.的1.0倍（$337.7M vs $332.9M），Apple Hospitality REIT, Inc.净利率更高（8.2% vs 7.4%，领先0.8%），Kodiak Gas Services, Inc.同比增速更快（7.5% vs 3.1%），过去两年Kodiak Gas Services, Inc.的营收复合增速更高（24.3% 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。
Kodiak Gas Services是北美知名的天然气压缩服务供应商，主要服务油气行业上下游客户，提供定制化压缩设备、运维及运营支持，帮助客户优化陆上天然气收集、处理与运输全流程的运营效率。
APLE vs KGS — 直观对比
营收规模更大
APLE
是对方的1.0倍
$332.9M
营收增速更快
KGS
高出4.5%
3.1%
净利率更高
APLE
高出0.8%
7.4%
两年增速更快
KGS
近两年复合增速
-6.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $337.7M | $332.9M |
| 净利润 | $27.7M | $24.6M |
| 毛利率 | — | — |
| 营业利润率 | 14.2% | 26.1% |
| 净利率 | 8.2% | 7.4% |
| 营收同比 | 3.1% | 7.5% |
| 净利润同比 | 12.7% | 29.0% |
| 每股收益（稀释后） | $0.12 | $0.30 |
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APLEKGS
| Q1 26 | $337.7M | — | ||
| Q4 25 | $326.4M | $332.9M | ||
| Q3 25 | $373.9M | $322.7M | ||
| Q2 25 | $384.4M | $322.8M | ||
| Q1 25 | $327.7M | $329.6M | ||
| Q4 24 | $333.0M | $309.5M | ||
| Q3 24 | $378.8M | $324.6M | ||
| Q2 24 | $390.1M | $309.7M |
净利润APLEKGS
| Q1 26 | $27.7M | — | ||
| Q4 25 | $29.6M | $24.6M | ||
| Q3 25 | $50.9M | $-14.0M | ||
| Q2 25 | $63.6M | $39.5M | ||
| Q1 25 | $31.2M | $30.4M | ||
| Q4 24 | $29.8M | $19.1M | ||
| Q3 24 | $56.3M | $-5.6M | ||
| Q2 24 | $73.9M | $6.2M |
毛利率APLEKGS
| 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% | 37.5% | ||
| Q2 24 | 44.6% | 36.5% |
营业利润率APLEKGS
| Q1 26 | 14.2% | — | ||
| Q4 25 | 15.2% | 26.1% | ||
| Q3 25 | 19.4% | 19.9% | ||
| Q2 25 | 22.1% | 30.9% | ||
| Q1 25 | 15.5% | 27.1% | ||
| Q4 24 | 15.0% | 22.3% | ||
| Q3 24 | 20.5% | 20.4% | ||
| Q2 24 | 24.0% | 17.5% |
净利率APLEKGS
| Q1 26 | 8.2% | — | ||
| Q4 25 | 9.1% | 7.4% | ||
| Q3 25 | 13.6% | -4.3% | ||
| Q2 25 | 16.6% | 12.2% | ||
| Q1 25 | 9.5% | 9.2% | ||
| Q4 24 | 9.0% | 6.2% | ||
| Q3 24 | 14.9% | -1.7% | ||
| Q2 24 | 19.0% | 2.0% |
每股收益（稀释后）APLEKGS
| Q1 26 | $0.12 | — | ||
| Q4 25 | $0.13 | $0.30 | ||
| Q3 25 | $0.21 | $-0.17 | ||
| Q2 25 | $0.27 | $0.43 | ||
| Q1 25 | $0.13 | $0.33 | ||
| Q4 24 | $0.13 | $0.18 | ||
| Q3 24 | $0.23 | $-0.07 | ||
| Q2 24 | $0.31 | $0.06 |
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 | $3.2M |
| 总债务越低越好 | — | $2.6B |
| 股东权益账面价值 | $3.1B | $1.2B |
| 总资产 | $4.9B | $4.3B |
| 负债/权益比越低杠杆越低 | — | 2.12× |
8季度趋势，按日历期对齐
现金及短期投资APLEKGS
| Q1 26 | $7.8M | — | ||
| Q4 25 | $8.5M | $3.2M | ||
| Q3 25 | $50.3M | $724.0K | ||
| Q2 25 | $7.9M | $5.4M | ||
| Q1 25 | $14.9M | $1.9M | ||
| Q4 24 | $10.3M | $4.8M | ||
| Q3 24 | $6.1M | $7.4M | ||
| Q2 24 | $7.2M | $3.9M |
总债务APLEKGS
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $2.6B | ||
| Q3 25 | $1.5B | $2.6B | ||
| Q2 25 | $1.5B | $2.5B | ||
| Q1 25 | $1.5B | $2.6B | ||
| Q4 24 | $1.5B | $2.6B | ||
| Q3 24 | $1.5B | $2.6B | ||
| Q2 24 | $1.5B | $2.5B |
股东权益APLEKGS
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.1B | $1.2B | ||
| Q3 25 | $3.2B | $1.3B | ||
| Q2 25 | $3.2B | $1.3B | ||
| Q1 25 | $3.2B | $1.4B | ||
| Q4 24 | $3.3B | $1.4B | ||
| Q3 24 | $3.3B | $1.4B | ||
| Q2 24 | $3.3B | $1.5B |
总资产APLEKGS
| Q1 26 | $4.9B | — | ||
| Q4 25 | $4.9B | $4.3B | ||
| Q3 25 | $4.9B | $4.4B | ||
| Q2 25 | $4.9B | $4.4B | ||
| Q1 25 | $4.9B | $4.4B | ||
| Q4 24 | $5.0B | $4.4B | ||
| Q3 24 | $5.0B | $4.5B | ||
| Q2 24 | $5.1B | $4.4B |
负债/权益比APLEKGS
| Q1 26 | — | — | ||
| Q4 25 | 0.49× | 2.12× | ||
| Q3 25 | 0.47× | 2.08× | ||
| Q2 25 | 0.48× | 1.89× | ||
| Q1 25 | 0.48× | 1.91× | ||
| Q4 24 | 0.45× | 1.88× | ||
| Q3 24 | 0.46× | 1.86× | ||
| Q2 24 | 0.46× | 1.71× |
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 | — | $194.9M |
| 自由现金流经营现金流 - 资本支出 | — | $142.0M |
| 自由现金流率自由现金流/营收 | — | 42.7% |
| 资本支出强度资本支出/营收 | — | 15.9% |
| 现金转化率经营现金流/净利润 | — | 7.91× |
| 过去12个月自由现金流最近4个季度 | — | $284.3M |
8季度趋势，按日历期对齐
经营现金流APLEKGS
| Q1 26 | — | — | ||
| Q4 25 | $370.2M | $194.9M | ||
| Q3 25 | $126.4M | $113.4M | ||
| Q2 25 | $108.8M | $177.2M | ||
| Q1 25 | $49.1M | $114.3M | ||
| Q4 24 | $405.4M | $118.5M | ||
| Q3 24 | $128.2M | $36.9M | ||
| Q2 24 | $127.3M | $121.1M |
自由现金流APLEKGS
| Q1 26 | — | — | ||
| Q4 25 | $282.0M | $142.0M | ||
| Q3 25 | $109.0M | $10.9M | ||
| Q2 25 | $96.2M | $94.6M | ||
| Q1 25 | $29.5M | $36.8M | ||
| Q4 24 | $327.1M | $45.2M | ||
| Q3 24 | $113.1M | $-49.7M | ||
| Q2 24 | $115.0M | $4.0M |
自由现金流率APLEKGS
| Q1 26 | — | — | ||
| Q4 25 | 86.4% | 42.7% | ||
| Q3 25 | 29.2% | 3.4% | ||
| Q2 25 | 25.0% | 29.3% | ||
| Q1 25 | 9.0% | 11.2% | ||
| Q4 24 | 98.2% | 14.6% | ||
| Q3 24 | 29.9% | -15.3% | ||
| Q2 24 | 29.5% | 1.3% |
资本支出强度APLEKGS
| Q1 26 | — | — | ||
| Q4 25 | 27.0% | 15.9% | ||
| Q3 25 | 4.7% | 31.7% | ||
| Q2 25 | 3.3% | 25.6% | ||
| Q1 25 | 6.0% | 23.5% | ||
| Q4 24 | 23.5% | 23.7% | ||
| Q3 24 | 4.0% | 26.7% | ||
| Q2 24 | 3.2% | 37.8% |
现金转化率APLEKGS
| Q1 26 | — | — | ||
| Q4 25 | 12.50× | 7.91× | ||
| Q3 25 | 2.49× | — | ||
| Q2 25 | 1.71× | 4.49× | ||
| Q1 25 | 1.57× | 3.76× | ||
| Q4 24 | 13.59× | 6.21× | ||
| Q3 24 | 2.28× | — | ||
| Q2 24 | 1.72× | 19.44× |
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% |
KGS
| Other Services | $126.8M | 38% |
| Other | $112.2M | 34% |
| Transferred At Point In Time | $93.8M | 28% |
