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Apple Hospitality REIT, Inc.（APLE）与丰田北美（MPAA）财务数据对比。点击上方公司名可切换其他公司
Apple Hospitality REIT, Inc.的季度营收约是丰田北美的2.0倍（$337.7M vs $167.7M），Apple Hospitality REIT, Inc.净利率更高（8.2% vs 1.1%，领先7.1%），Apple Hospitality REIT, Inc.同比增速更快（3.1% vs -9.9%），过去两年丰田北美的营收复合增速更高（-5.9% 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。
丰田北美（TMNA）是丰田汽车旗下负责加拿大、墨西哥及美国全境业务的运营子公司，业务范围覆盖研发、生产制造、销售营销、售后及企业管理等板块，相关核心业务由TMNA统筹，部分板块由其他子公司及控股企业负责执行，公司总部位于得克萨斯州普莱诺，在肯塔基州乔治敦等多地设有分支机构。
APLE vs MPAA — 直观对比
营收规模更大
APLE
是对方的2.0倍
$167.7M
营收增速更快
APLE
高出13.0%
-9.9%
净利率更高
APLE
高出7.1%
1.1%
两年增速更快
MPAA
近两年复合增速
-6.9%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $337.7M | $167.7M |
| 净利润 | $27.7M | $1.8M |
| 毛利率 | — | 19.6% |
| 营业利润率 | 14.2% | 5.0% |
| 净利率 | 8.2% | 1.1% |
| 营收同比 | 3.1% | -9.9% |
| 净利润同比 | 12.7% | -22.4% |
| 每股收益（稀释后） | $0.12 | $0.09 |
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APLEMPAA
| Q1 26 | $337.7M | — | ||
| Q4 25 | $326.4M | $167.7M | ||
| Q3 25 | $373.9M | $221.5M | ||
| Q2 25 | $384.4M | $188.4M | ||
| Q1 25 | $327.7M | $193.1M | ||
| Q4 24 | $333.0M | $186.2M | ||
| Q3 24 | $378.8M | $208.2M | ||
| Q2 24 | $390.1M | $169.9M |
净利润APLEMPAA
| Q1 26 | $27.7M | — | ||
| Q4 25 | $29.6M | $1.8M | ||
| Q3 25 | $50.9M | $-2.1M | ||
| Q2 25 | $63.6M | $3.0M | ||
| Q1 25 | $31.2M | $-722.0K | ||
| Q4 24 | $29.8M | $2.3M | ||
| Q3 24 | $56.3M | $-3.0M | ||
| Q2 24 | $73.9M | $-18.1M |
毛利率APLEMPAA
| Q1 26 | — | — | ||
| Q4 25 | 37.2% | 19.6% | ||
| Q3 25 | 40.6% | 19.3% | ||
| Q2 25 | 42.6% | 18.0% | ||
| Q1 25 | 39.0% | 19.9% | ||
| Q4 24 | 38.6% | 24.1% | ||
| Q3 24 | 41.9% | 19.8% | ||
| Q2 24 | 44.6% | 17.2% |
营业利润率APLEMPAA
| Q1 26 | 14.2% | — | ||
| Q4 25 | 15.2% | 5.0% | ||
| Q3 25 | 19.4% | 7.4% | ||
| Q2 25 | 22.1% | 10.7% | ||
| Q1 25 | 15.5% | 8.4% | ||
| Q4 24 | 15.0% | 9.4% | ||
| Q3 24 | 20.5% | 6.0% | ||
| Q2 24 | 24.0% | -3.8% |
净利率APLEMPAA
| Q1 26 | 8.2% | — | ||
| Q4 25 | 9.1% | 1.1% | ||
| Q3 25 | 13.6% | -1.0% | ||
| Q2 25 | 16.6% | 1.6% | ||
| Q1 25 | 9.5% | -0.4% | ||
| Q4 24 | 9.0% | 1.2% | ||
| Q3 24 | 14.9% | -1.4% | ||
| Q2 24 | 19.0% | -10.6% |
每股收益（稀释后）APLEMPAA
| Q1 26 | $0.12 | — | ||
| Q4 25 | $0.13 | $0.09 | ||
| Q3 25 | $0.21 | $-0.11 | ||
| Q2 25 | $0.27 | $0.15 | ||
| Q1 25 | $0.13 | $-0.03 | ||
| Q4 24 | $0.13 | $0.11 | ||
| Q3 24 | $0.23 | $-0.15 | ||
| Q2 24 | $0.31 | $-0.92 |
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 | $19.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.1B | $258.5M |
| 总资产 | $4.9B | $991.3M |
| 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APLEMPAA
| Q1 26 | $7.8M | — | ||
| Q4 25 | $8.5M | $19.6M | ||
| Q3 25 | $50.3M | $17.7M | ||
| Q2 25 | $7.9M | $14.5M | ||
| Q1 25 | $14.9M | $11.3M | ||
| Q4 24 | $10.3M | $12.7M | ||
| Q3 24 | $6.1M | $12.3M | ||
| Q2 24 | $7.2M | $9.4M |
总债务APLEMPAA
| 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APLEMPAA
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.1B | $258.5M | ||
| Q3 25 | $3.2B | $258.5M | ||
| Q2 25 | $3.2B | $260.1M | ||
| Q1 25 | $3.2B | $257.7M | ||
| Q4 24 | $3.3B | $262.7M | ||
| Q3 24 | $3.3B | $264.0M | ||
| Q2 24 | $3.3B | $267.2M |
总资产APLEMPAA
| Q1 26 | $4.9B | — | ||
| Q4 25 | $4.9B | $991.3M | ||
| Q3 25 | $4.9B | $990.0M | ||
| Q2 25 | $4.9B | $973.4M | ||
| Q1 25 | $4.9B | $957.6M | ||
| Q4 24 | $5.0B | $949.5M | ||
| Q3 24 | $5.0B | $986.2M | ||
| Q2 24 | $5.1B | $978.0M |
负债/权益比APLEMPAA
| 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 | — | $-8.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-8.6M |
| 自由现金流率自由现金流/营收 | — | -5.2% |
| 资本支出强度资本支出/营收 | — | 0.2% |
| 现金转化率经营现金流/净利润 | — | -4.63× |
| 过去12个月自由现金流最近4个季度 | — | $27.7M |
8季度趋势，按日历期对齐
经营现金流APLEMPAA
| Q1 26 | — | — | ||
| Q4 25 | $370.2M | $-8.2M | ||
| Q3 25 | $126.4M | $21.9M | ||
| Q2 25 | $108.8M | $10.0M | ||
| Q1 25 | $49.1M | $9.1M | ||
| Q4 24 | $405.4M | $34.4M | ||
| Q3 24 | $128.2M | $22.9M | ||
| Q2 24 | $127.3M | $-20.8M |
自由现金流APLEMPAA
| Q1 26 | — | — | ||
| Q4 25 | $282.0M | $-8.6M | ||
| Q3 25 | $109.0M | $20.8M | ||
| Q2 25 | $96.2M | $9.2M | ||
| Q1 25 | $29.5M | $6.2M | ||
| Q4 24 | $327.1M | $33.7M | ||
| Q3 24 | $113.1M | $22.3M | ||
| Q2 24 | $115.0M | $-21.3M |
自由现金流率APLEMPAA
| Q1 26 | — | — | ||
| Q4 25 | 86.4% | -5.2% | ||
| Q3 25 | 29.2% | 9.4% | ||
| Q2 25 | 25.0% | 4.9% | ||
| Q1 25 | 9.0% | 3.2% | ||
| Q4 24 | 98.2% | 18.1% | ||
| Q3 24 | 29.9% | 10.7% | ||
| Q2 24 | 29.5% | -12.6% |
资本支出强度APLEMPAA
| Q1 26 | — | — | ||
| Q4 25 | 27.0% | 0.2% | ||
| Q3 25 | 4.7% | 0.5% | ||
| Q2 25 | 3.3% | 0.4% | ||
| Q1 25 | 6.0% | 1.5% | ||
| Q4 24 | 23.5% | 0.4% | ||
| Q3 24 | 4.0% | 0.3% | ||
| Q2 24 | 3.2% | 0.3% |
现金转化率APLEMPAA
| Q1 26 | — | — | ||
| Q4 25 | 12.50× | -4.63× | ||
| Q3 25 | 2.49× | — | ||
| Q2 25 | 1.71× | 3.30× | ||
| Q1 25 | 1.57× | — | ||
| Q4 24 | 13.59× | 15.00× | ||
| 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% |
MPAA
| Reportable Segment Aggregation Before Other Operating Segment | $156.3M | 93% |
| Other | $11.4M | 7% |
