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Apple Hospitality REIT, Inc.(APLE)与Limbach Holdings, Inc.(LMB)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Limbach Holdings, Inc.的1.8倍($337.7M vs $186.9M),Apple Hospitality REIT, Inc.净利率更高(8.2% vs 6.6%,领先1.6%),Limbach Holdings, Inc.同比增速更快(30.1% vs 3.1%),过去两年Limbach Holdings, Inc.的营收复合增速更高(25.3% 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。
林巴赫航空发动机是一家由中资控股、总部位于德国的企业,主营航空发动机的研发与制造业务,在航空动力装备领域拥有成熟的生产技术与行业经验。
APLE vs LMB — 直观对比
营收规模更大
APLE
是对方的1.8倍
$186.9M
营收增速更快
LMB
高出27.0%
3.1%
净利率更高
APLE
高出1.6%
6.6%
两年增速更快
LMB
近两年复合增速
-6.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $337.7M | $186.9M |
| 净利润 | $27.7M | $12.3M |
| 毛利率 | — | 25.7% |
| 营业利润率 | 14.2% | 9.4% |
| 净利率 | 8.2% | 6.6% |
| 营收同比 | 3.1% | 30.1% |
| 净利润同比 | 12.7% | 25.0% |
| 每股收益(稀释后) | $0.12 | $1.01 |
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
APLE
LMB
| Q1 26 | $337.7M | — | ||
| Q4 25 | $326.4M | $186.9M | ||
| Q3 25 | $373.9M | $184.6M | ||
| Q2 25 | $384.4M | $142.2M | ||
| Q1 25 | $327.7M | $133.1M | ||
| Q4 24 | $333.0M | $143.7M | ||
| Q3 24 | $378.8M | $133.9M | ||
| Q2 24 | $390.1M | $122.2M |
净利润
APLE
LMB
| Q1 26 | $27.7M | — | ||
| Q4 25 | $29.6M | $12.3M | ||
| Q3 25 | $50.9M | $8.8M | ||
| Q2 25 | $63.6M | $7.8M | ||
| Q1 25 | $31.2M | $10.2M | ||
| Q4 24 | $29.8M | $9.8M | ||
| Q3 24 | $56.3M | $7.5M | ||
| Q2 24 | $73.9M | $6.0M |
毛利率
APLE
LMB
| Q1 26 | — | — | ||
| Q4 25 | 37.2% | 25.7% | ||
| Q3 25 | 40.6% | 24.2% | ||
| Q2 25 | 42.6% | 28.0% | ||
| Q1 25 | 39.0% | 27.6% | ||
| Q4 24 | 38.6% | 30.3% | ||
| Q3 24 | 41.9% | 27.0% | ||
| Q2 24 | 44.6% | 27.4% |
营业利润率
APLE
LMB
| Q1 26 | 14.2% | — | ||
| Q4 25 | 15.2% | 9.4% | ||
| Q3 25 | 19.4% | 7.2% | ||
| Q2 25 | 22.1% | 7.5% | ||
| Q1 25 | 15.5% | 5.9% | ||
| Q4 24 | 15.0% | 9.1% | ||
| Q3 24 | 20.5% | 8.1% | ||
| Q2 24 | 24.0% | 6.7% |
净利率
APLE
LMB
| Q1 26 | 8.2% | — | ||
| Q4 25 | 9.1% | 6.6% | ||
| Q3 25 | 13.6% | 4.8% | ||
| Q2 25 | 16.6% | 5.5% | ||
| Q1 25 | 9.5% | 7.7% | ||
| Q4 24 | 9.0% | 6.9% | ||
| Q3 24 | 14.9% | 5.6% | ||
| Q2 24 | 19.0% | 4.9% |
每股收益(稀释后)
APLE
LMB
| Q1 26 | $0.12 | — | ||
| Q4 25 | $0.13 | $1.01 | ||
| Q3 25 | $0.21 | $0.73 | ||
| Q2 25 | $0.27 | $0.64 | ||
| Q1 25 | $0.13 | $0.85 | ||
| Q4 24 | $0.13 | $0.81 | ||
| Q3 24 | $0.23 | $0.62 | ||
| Q2 24 | $0.31 | $0.50 |
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 | $11.3M |
| 总债务越低越好 | — | $30.5M |
| 股东权益账面价值 | $3.1B | $195.7M |
| 总资产 | $4.9B | $381.1M |
| 负债/权益比越低杠杆越低 | — | 0.16× |
8季度趋势,按日历期对齐
现金及短期投资
APLE
LMB
| Q1 26 | $7.8M | — | ||
| Q4 25 | $8.5M | $11.3M | ||
| Q3 25 | $50.3M | $9.8M | ||
| Q2 25 | $7.9M | $38.9M | ||
| Q1 25 | $14.9M | $38.1M | ||
| Q4 24 | $10.3M | $44.9M | ||
| Q3 24 | $6.1M | $51.2M | ||
| Q2 24 | $7.2M | $59.5M |
总债务
APLE
LMB
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $30.5M | ||
| Q3 25 | $1.5B | $56.3M | ||
| Q2 25 | $1.5B | $28.4M | ||
| Q1 25 | $1.5B | $23.7M | ||
| Q4 24 | $1.5B | $23.6M | ||
| Q3 24 | $1.5B | $20.5M | ||
| Q2 24 | $1.5B | $19.7M |
股东权益
APLE
LMB
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.1B | $195.7M | ||
| Q3 25 | $3.2B | $181.6M | ||
| Q2 25 | $3.2B | $170.5M | ||
| Q1 25 | $3.2B | $161.1M | ||
| Q4 24 | $3.3B | $153.5M | ||
| Q3 24 | $3.3B | $142.2M | ||
| Q2 24 | $3.3B | $133.0M |
总资产
APLE
LMB
| Q1 26 | $4.9B | — | ||
| Q4 25 | $4.9B | $381.1M | ||
| Q3 25 | $4.9B | $409.1M | ||
| Q2 25 | $4.9B | $343.0M | ||
| Q1 25 | $4.9B | $336.4M | ||
| Q4 24 | $5.0B | $352.1M | ||
| Q3 24 | $5.0B | $324.4M | ||
| Q2 24 | $5.1B | $303.9M |
负债/权益比
APLE
LMB
| Q1 26 | — | — | ||
| Q4 25 | 0.49× | 0.16× | ||
| Q3 25 | 0.47× | 0.31× | ||
| Q2 25 | 0.48× | 0.17× | ||
| Q1 25 | 0.48× | 0.15× | ||
| Q4 24 | 0.45× | 0.15× | ||
| Q3 24 | 0.46× | 0.14× | ||
| Q2 24 | 0.46× | 0.15× |
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 | — | $28.1M |
| 自由现金流经营现金流 - 资本支出 | — | $27.9M |
| 自由现金流率自由现金流/营收 | — | 14.9% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 现金转化率经营现金流/净利润 | — | 2.29× |
| 过去12个月自由现金流最近4个季度 | — | $41.9M |
8季度趋势,按日历期对齐
经营现金流
APLE
LMB
| Q1 26 | — | — | ||
| Q4 25 | $370.2M | $28.1M | ||
| Q3 25 | $126.4M | $13.3M | ||
| Q2 25 | $108.8M | $2.0M | ||
| Q1 25 | $49.1M | $2.2M | ||
| Q4 24 | $405.4M | $19.3M | ||
| Q3 24 | $128.2M | $4.9M | ||
| Q2 24 | $127.3M | $16.5M |
自由现金流
APLE
LMB
| Q1 26 | — | — | ||
| Q4 25 | $282.0M | $27.9M | ||
| Q3 25 | $109.0M | $12.8M | ||
| Q2 25 | $96.2M | $1.2M | ||
| Q1 25 | $29.5M | $11.0K | ||
| Q4 24 | $327.1M | $18.0M | ||
| Q3 24 | $113.1M | $4.6M | ||
| Q2 24 | $115.0M | $13.2M |
自由现金流率
APLE
LMB
| Q1 26 | — | — | ||
| Q4 25 | 86.4% | 14.9% | ||
| Q3 25 | 29.2% | 7.0% | ||
| Q2 25 | 25.0% | 0.8% | ||
| Q1 25 | 9.0% | 0.0% | ||
| Q4 24 | 98.2% | 12.5% | ||
| Q3 24 | 29.9% | 3.4% | ||
| Q2 24 | 29.5% | 10.8% |
资本支出强度
APLE
LMB
| Q1 26 | — | — | ||
| Q4 25 | 27.0% | 0.1% | ||
| Q3 25 | 4.7% | 0.3% | ||
| Q2 25 | 3.3% | 0.6% | ||
| Q1 25 | 6.0% | 1.7% | ||
| Q4 24 | 23.5% | 0.9% | ||
| Q3 24 | 4.0% | 0.3% | ||
| Q2 24 | 3.2% | 2.7% |
现金转化率
APLE
LMB
| Q1 26 | — | — | ||
| Q4 25 | 12.50× | 2.29× | ||
| Q3 25 | 2.49× | 1.52× | ||
| Q2 25 | 1.71× | 0.26× | ||
| Q1 25 | 1.57× | 0.22× | ||
| Q4 24 | 13.59× | 1.96× | ||
| Q3 24 | 2.28× | 0.66× | ||
| Q2 24 | 1.72× | 2.77× |
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% |
LMB
| Owner Direct Relationships Segment | $145.0M | 78% |
| General Contractor Construction Manager Relationships Segment | $41.9M | 22% |