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Apple Hospitality REIT, Inc.（APLE）与朗美通（LITE）财务数据对比。点击上方公司名可切换其他公司
朗美通的季度营收约是Apple Hospitality REIT, Inc.的2.0倍（$665.5M vs $337.7M），朗美通净利率更高（11.8% vs 8.2%，领先3.5%），朗美通同比增速更快（65.5% vs 3.1%），过去两年朗美通的营收复合增速更高（34.8% 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。
朗美通控股（Lumentum Holdings Inc.）是全球知名光电产品供应商，前身为美国捷迪讯（JDSU）旗下光电器件及激光业务板块，2015年8月随捷迪讯分拆独立运营，总部位于美国加利福尼亚州米尔皮塔斯，主营光通信网络设备、激光器、定制光学解决方案等多元产品。
APLE vs LITE — 直观对比
营收规模更大
LITE
是对方的2.0倍
$337.7M
营收增速更快
LITE
高出62.4%
3.1%
净利率更高
LITE
高出3.5%
8.2%
两年增速更快
LITE
近两年复合增速
-6.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $337.7M | $665.5M |
| 净利润 | $27.7M | $78.2M |
| 毛利率 | — | 36.1% |
| 营业利润率 | 14.2% | 9.7% |
| 净利率 | 8.2% | 11.8% |
| 营收同比 | 3.1% | 65.5% |
| 净利润同比 | 12.7% | 228.4% |
| 每股收益（稀释后） | $0.12 | $0.89 |
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APLELITE
| Q1 26 | $337.7M | — | ||
| Q4 25 | $326.4M | $665.5M | ||
| Q3 25 | $373.9M | $533.8M | ||
| Q2 25 | $384.4M | $480.7M | ||
| Q1 25 | $327.7M | $425.2M | ||
| Q4 24 | $333.0M | $402.2M | ||
| Q3 24 | $378.8M | $336.9M | ||
| Q2 24 | $390.1M | $308.3M |
净利润APLELITE
| Q1 26 | $27.7M | — | ||
| Q4 25 | $29.6M | $78.2M | ||
| Q3 25 | $50.9M | $4.2M | ||
| Q2 25 | $63.6M | $213.3M | ||
| Q1 25 | $31.2M | $-44.1M | ||
| Q4 24 | $29.8M | $-60.9M | ||
| Q3 24 | $56.3M | $-82.4M | ||
| Q2 24 | $73.9M | $-252.5M |
毛利率APLELITE
| Q1 26 | — | — | ||
| Q4 25 | 37.2% | 36.1% | ||
| Q3 25 | 40.6% | 34.0% | ||
| Q2 25 | 42.6% | 33.3% | ||
| Q1 25 | 39.0% | 28.8% | ||
| Q4 24 | 38.6% | 24.8% | ||
| Q3 24 | 41.9% | 23.1% | ||
| Q2 24 | 44.6% | 16.6% |
营业利润率APLELITE
| Q1 26 | 14.2% | — | ||
| Q4 25 | 15.2% | 9.7% | ||
| Q3 25 | 19.4% | 1.3% | ||
| Q2 25 | 22.1% | -1.7% | ||
| Q1 25 | 15.5% | -8.9% | ||
| Q4 24 | 15.0% | -12.8% | ||
| Q3 24 | 20.5% | -24.5% | ||
| Q2 24 | 24.0% | -43.3% |
净利率APLELITE
| Q1 26 | 8.2% | — | ||
| Q4 25 | 9.1% | 11.8% | ||
| Q3 25 | 13.6% | 0.8% | ||
| Q2 25 | 16.6% | 44.4% | ||
| Q1 25 | 9.5% | -10.4% | ||
| Q4 24 | 9.0% | -15.1% | ||
| Q3 24 | 14.9% | -24.5% | ||
| Q2 24 | 19.0% | -81.9% |
每股收益（稀释后）APLELITE
| Q1 26 | $0.12 | — | ||
| Q4 25 | $0.13 | $0.89 | ||
| Q3 25 | $0.21 | $0.05 | ||
| Q2 25 | $0.27 | $3.10 | ||
| Q1 25 | $0.13 | $-0.64 | ||
| Q4 24 | $0.13 | $-0.88 | ||
| Q3 24 | $0.23 | $-1.21 | ||
| Q2 24 | $0.31 | $-3.75 |
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 | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.1B | $846.6M |
| 总资产 | $4.9B | $4.8B |
| 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APLELITE
| Q1 26 | $7.8M | — | ||
| Q4 25 | $8.5M | $1.2B | ||
| Q3 25 | $50.3M | $1.1B | ||
| Q2 25 | $7.9M | $877.1M | ||
| Q1 25 | $14.9M | $866.7M | ||
| Q4 24 | $10.3M | $896.7M | ||
| Q3 24 | $6.1M | $916.1M | ||
| Q2 24 | $7.2M | $887.0M |
总债务APLELITE
| 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APLELITE
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.1B | $846.6M | ||
| Q3 25 | $3.2B | $780.8M | ||
| Q2 25 | $3.2B | $1.1B | ||
| Q1 25 | $3.2B | $879.5M | ||
| Q4 24 | $3.3B | $872.3M | ||
| Q3 24 | $3.3B | $895.9M | ||
| Q2 24 | $3.3B | $957.3M |
总资产APLELITE
| Q1 26 | $4.9B | — | ||
| Q4 25 | $4.9B | $4.8B | ||
| Q3 25 | $4.9B | $4.6B | ||
| Q2 25 | $4.9B | $4.2B | ||
| Q1 25 | $4.9B | $4.0B | ||
| Q4 24 | $5.0B | $4.0B | ||
| Q3 24 | $5.0B | $4.0B | ||
| Q2 24 | $5.1B | $3.9B |
负债/权益比APLELITE
| 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 | — | $126.7M |
| 自由现金流经营现金流 - 资本支出 | — | $43.1M |
| 自由现金流率自由现金流/营收 | — | 6.5% |
| 资本支出强度资本支出/营收 | — | 12.6% |
| 现金转化率经营现金流/净利润 | — | 1.62× |
| 过去12个月自由现金流最近4个季度 | — | $-29.5M |
8季度趋势，按日历期对齐
经营现金流APLELITE
| Q1 26 | — | — | ||
| Q4 25 | $370.2M | $126.7M | ||
| Q3 25 | $126.4M | $57.9M | ||
| Q2 25 | $108.8M | $64.0M | ||
| Q1 25 | $49.1M | $-1.6M | ||
| Q4 24 | $405.4M | $24.3M | ||
| Q3 24 | $128.2M | $39.6M | ||
| Q2 24 | $127.3M | $35.5M |
自由现金流APLELITE
| Q1 26 | — | — | ||
| Q4 25 | $282.0M | $43.1M | ||
| Q3 25 | $109.0M | $-18.3M | ||
| Q2 25 | $96.2M | $10.1M | ||
| Q1 25 | $29.5M | $-64.4M | ||
| Q4 24 | $327.1M | $-15.9M | ||
| Q3 24 | $113.1M | $-34.5M | ||
| Q2 24 | $115.0M | $10.9M |
自由现金流率APLELITE
| Q1 26 | — | — | ||
| Q4 25 | 86.4% | 6.5% | ||
| Q3 25 | 29.2% | -3.4% | ||
| Q2 25 | 25.0% | 2.1% | ||
| Q1 25 | 9.0% | -15.1% | ||
| Q4 24 | 98.2% | -4.0% | ||
| Q3 24 | 29.9% | -10.2% | ||
| Q2 24 | 29.5% | 3.5% |
资本支出强度APLELITE
| Q1 26 | — | — | ||
| Q4 25 | 27.0% | 12.6% | ||
| Q3 25 | 4.7% | 14.3% | ||
| Q2 25 | 3.3% | 11.2% | ||
| Q1 25 | 6.0% | 14.8% | ||
| Q4 24 | 23.5% | 10.0% | ||
| Q3 24 | 4.0% | 22.0% | ||
| Q2 24 | 3.2% | 8.0% |
现金转化率APLELITE
| Q1 26 | — | — | ||
| Q4 25 | 12.50× | 1.62× | ||
| Q3 25 | 2.49× | 13.79× | ||
| Q2 25 | 1.71× | 0.30× | ||
| 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% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
