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Apple Hospitality REIT, Inc.（APLE）与Kimco Realty（KIM）财务数据对比。点击上方公司名可切换其他公司
Kimco Realty的季度营收约是Apple Hospitality REIT, Inc.的1.6倍（$542.5M vs $337.7M），Kimco Realty净利率更高（27.9% vs 8.2%，领先19.7%），Kimco Realty同比增速更快（3.2% vs 3.1%），过去两年Kimco Realty的营收复合增速更高（3.8% 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。
Kimco Realty是总部位于美国纽约州杰里科的房地产投资信托企业，核心投资领域为购物中心类商业地产，在商业不动产投资及运营领域积累了深厚的行业经验与资源优势。
APLE vs KIM — 直观对比
营收规模更大
KIM
是对方的1.6倍
$337.7M
营收增速更快
KIM
高出0.2%
3.1%
净利率更高
KIM
高出19.7%
8.2%
两年增速更快
KIM
近两年复合增速
-6.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $337.7M | $542.5M |
| 净利润 | $27.7M | $151.2M |
| 毛利率 | — | — |
| 营业利润率 | 14.2% | 36.4% |
| 净利率 | 8.2% | 27.9% |
| 营收同比 | 3.1% | 3.2% |
| 净利润同比 | 12.7% | -9.0% |
| 每股收益（稀释后） | $0.12 | — |
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APLEKIM
| Q1 26 | $337.7M | — | ||
| Q4 25 | $326.4M | $542.5M | ||
| Q3 25 | $373.9M | $535.9M | ||
| Q2 25 | $384.4M | $525.2M | ||
| Q1 25 | $327.7M | $536.6M | ||
| Q4 24 | $333.0M | $525.4M | ||
| Q3 24 | $378.8M | $507.6M | ||
| Q2 24 | $390.1M | $500.2M |
净利润APLEKIM
| Q1 26 | $27.7M | — | ||
| Q4 25 | $29.6M | $151.2M | ||
| Q3 25 | $50.9M | $137.8M | ||
| Q2 25 | $63.6M | $163.0M | ||
| Q1 25 | $31.2M | $132.8M | ||
| Q4 24 | $29.8M | $166.0M | ||
| Q3 24 | $56.3M | $136.0M | ||
| Q2 24 | $73.9M | $119.7M |
毛利率APLEKIM
| 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APLEKIM
| Q1 26 | 14.2% | — | ||
| Q4 25 | 15.2% | 36.4% | ||
| Q3 25 | 19.4% | 34.9% | ||
| Q2 25 | 22.1% | 39.2% | ||
| Q1 25 | 15.5% | 33.6% | ||
| Q4 24 | 15.0% | 31.7% | ||
| Q3 24 | 20.5% | 33.7% | ||
| Q2 24 | 24.0% | 32.1% |
净利率APLEKIM
| Q1 26 | 8.2% | — | ||
| Q4 25 | 9.1% | 27.9% | ||
| Q3 25 | 13.6% | 25.7% | ||
| Q2 25 | 16.6% | 31.0% | ||
| Q1 25 | 9.5% | 24.8% | ||
| Q4 24 | 9.0% | 31.6% | ||
| Q3 24 | 14.9% | 26.8% | ||
| Q2 24 | 19.0% | 23.9% |
每股收益（稀释后）APLEKIM
| Q1 26 | $0.12 | — | ||
| Q4 25 | $0.13 | — | ||
| Q3 25 | $0.21 | — | ||
| Q2 25 | $0.27 | — | ||
| Q1 25 | $0.13 | — | ||
| Q4 24 | $0.13 | — | ||
| Q3 24 | $0.23 | — | ||
| Q2 24 | $0.31 | — |
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 | $211.6M |
| 总债务越低越好 | — | $7.7B |
| 股东权益账面价值 | $3.1B | $10.4B |
| 总资产 | $4.9B | $19.7B |
| 负债/权益比越低杠杆越低 | — | 0.74× |
8季度趋势，按日历期对齐
现金及短期投资APLEKIM
| Q1 26 | $7.8M | — | ||
| Q4 25 | $8.5M | $211.6M | ||
| Q3 25 | $50.3M | $159.3M | ||
| Q2 25 | $7.9M | $226.6M | ||
| Q1 25 | $14.9M | $131.3M | ||
| Q4 24 | $10.3M | $688.6M | ||
| Q3 24 | $6.1M | $789.0M | ||
| Q2 24 | $7.2M | $126.4M |
总债务APLEKIM
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $7.7B | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | $8.0B | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.5B | — |
股东权益APLEKIM
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.1B | $10.4B | ||
| Q3 25 | $3.2B | $10.5B | ||
| Q2 25 | $3.2B | $10.5B | ||
| Q1 25 | $3.2B | $10.6B | ||
| Q4 24 | $3.3B | $10.7B | ||
| Q3 24 | $3.3B | $10.5B | ||
| Q2 24 | $3.3B | $10.6B |
总资产APLEKIM
| Q1 26 | $4.9B | — | ||
| Q4 25 | $4.9B | $19.7B | ||
| Q3 25 | $4.9B | $19.9B | ||
| Q2 25 | $4.9B | $19.8B | ||
| Q1 25 | $4.9B | $19.7B | ||
| Q4 24 | $5.0B | $20.3B | ||
| Q3 24 | $5.0B | $20.1B | ||
| Q2 24 | $5.1B | $19.5B |
负债/权益比APLEKIM
| Q1 26 | — | — | ||
| Q4 25 | 0.49× | 0.74× | ||
| Q3 25 | 0.47× | — | ||
| Q2 25 | 0.48× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.45× | 0.75× | ||
| 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 | — | $258.4M |
| 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 | — | 0.0% |
| 现金转化率经营现金流/净利润 | — | 1.71× |
| 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APLEKIM
| Q1 26 | — | — | ||
| Q4 25 | $370.2M | $258.4M | ||
| Q3 25 | $126.4M | $332.4M | ||
| Q2 25 | $108.8M | $305.4M | ||
| Q1 25 | $49.1M | $223.8M | ||
| Q4 24 | $405.4M | $239.5M | ||
| Q3 24 | $128.2M | $295.9M | ||
| Q2 24 | $127.3M | $294.1M |
自由现金流APLEKIM
| Q1 26 | — | — | ||
| Q4 25 | $282.0M | — | ||
| Q3 25 | $109.0M | — | ||
| Q2 25 | $96.2M | — | ||
| Q1 25 | $29.5M | $205.4M | ||
| Q4 24 | $327.1M | — | ||
| Q3 24 | $113.1M | — | ||
| Q2 24 | $115.0M | — |
自由现金流率APLEKIM
| Q1 26 | — | — | ||
| Q4 25 | 86.4% | — | ||
| Q3 25 | 29.2% | — | ||
| Q2 25 | 25.0% | — | ||
| Q1 25 | 9.0% | 38.3% | ||
| Q4 24 | 98.2% | — | ||
| Q3 24 | 29.9% | — | ||
| Q2 24 | 29.5% | — |
资本支出强度APLEKIM
| Q1 26 | — | — | ||
| Q4 25 | 27.0% | 0.0% | ||
| Q3 25 | 4.7% | 0.0% | ||
| Q2 25 | 3.3% | 0.0% | ||
| Q1 25 | 6.0% | 3.4% | ||
| Q4 24 | 23.5% | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 3.2% | — |
现金转化率APLEKIM
| Q1 26 | — | — | ||
| Q4 25 | 12.50× | 1.71× | ||
| Q3 25 | 2.49× | 2.41× | ||
| Q2 25 | 1.71× | 1.87× | ||
| Q1 25 | 1.57× | 1.69× | ||
| Q4 24 | 13.59× | 1.44× | ||
| Q3 24 | 2.28× | 2.18× | ||
| Q2 24 | 1.72× | 2.46× |
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% |
KIM
暂无分部数据
