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Apple Hospitality REIT, Inc.（APLE）与MACOM Technology Solutions Holdings, Inc.（MTSI）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MACOM Technology Solutions Holdings, Inc.的1.2倍（$326.4M vs $271.6M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs 9.1%，领先8.9%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs -2.0%），Apple Hospitality REIT, Inc.自由现金流更多（$282.0M vs $30.0M），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% vs -0.5%）
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。
MACOM是美国知名的射频、微波及毫米波半导体器件与组件研发生产商，总部位于马萨诸塞州洛厄尔，2005年曾是当地规模最大的私营雇主。公司已通过ISO9001国际质量体系认证及ISO14001环境管理体系认证，在北美、欧洲、亚洲及澳大利亚均设有设计中心与销售办事处。
APLE vs MTSI — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $326.4M | $271.6M |
| 净利润 | $29.6M | $48.8M |
| 毛利率 | 37.2% | 55.9% |
| 营业利润率 | 15.2% | 15.9% |
| 净利率 | 9.1% | 18.0% |
| 营收同比 | -2.0% | 24.5% |
| 净利润同比 | -0.7% | 129.1% |
| 每股收益（稀释后） | $0.13 | $0.64 |
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
| Q1 26 | — | $271.6M | ||
| Q4 25 | $326.4M | $261.2M | ||
| Q3 25 | $373.9M | $252.1M | ||
| Q2 25 | $384.4M | $235.9M | ||
| Q1 25 | $327.7M | $218.1M | ||
| Q4 24 | $333.0M | — | ||
| Q3 24 | $378.8M | $200.7M | ||
| Q2 24 | $390.1M | $190.5M |
| Q1 26 | — | $48.8M | ||
| Q4 25 | $29.6M | $45.1M | ||
| Q3 25 | $50.9M | $36.5M | ||
| Q2 25 | $63.6M | $31.7M | ||
| Q1 25 | $31.2M | $-167.5M | ||
| Q4 24 | $29.8M | — | ||
| Q3 24 | $56.3M | $29.4M | ||
| Q2 24 | $73.9M | $19.9M |
| Q1 26 | — | 55.9% | ||
| Q4 25 | 37.2% | 54.5% | ||
| Q3 25 | 40.6% | 55.3% | ||
| Q2 25 | 42.6% | 55.2% | ||
| Q1 25 | 39.0% | 53.7% | ||
| Q4 24 | 38.6% | — | ||
| Q3 24 | 41.9% | 54.7% | ||
| Q2 24 | 44.6% | 53.2% |
| Q1 26 | — | 15.9% | ||
| Q4 25 | 15.2% | 15.2% | ||
| Q3 25 | 19.4% | 14.9% | ||
| Q2 25 | 22.1% | 14.8% | ||
| Q1 25 | 15.5% | 8.0% | ||
| Q4 24 | 15.0% | — | ||
| Q3 24 | 20.5% | 13.7% | ||
| Q2 24 | 24.0% | 10.4% |
| Q1 26 | — | 18.0% | ||
| Q4 25 | 9.1% | 17.3% | ||
| Q3 25 | 13.6% | 14.5% | ||
| Q2 25 | 16.6% | 13.4% | ||
| Q1 25 | 9.5% | -76.8% | ||
| Q4 24 | 9.0% | — | ||
| Q3 24 | 14.9% | 14.7% | ||
| Q2 24 | 19.0% | 10.5% |
| Q1 26 | — | $0.64 | ||
| Q4 25 | $0.13 | $0.67 | ||
| Q3 25 | $0.21 | $0.48 | ||
| Q2 25 | $0.27 | $0.42 | ||
| Q1 25 | $0.13 | $-2.30 | ||
| Q4 24 | $0.13 | — | ||
| Q3 24 | $0.23 | $0.40 | ||
| Q2 24 | $0.31 | $0.27 |
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 | $8.5M | $768.5M |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $3.1B | $1.4B |
| 总资产 | $4.9B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.49× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $768.5M | ||
| Q4 25 | $8.5M | $786.0M | ||
| Q3 25 | $50.3M | $735.2M | ||
| Q2 25 | $7.9M | $681.5M | ||
| Q1 25 | $14.9M | $656.5M | ||
| Q4 24 | $10.3M | — | ||
| Q3 24 | $6.1M | $581.9M | ||
| Q2 24 | $7.2M | $521.5M |
| 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 | — |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $3.1B | $1.3B | ||
| Q3 25 | $3.2B | $1.3B | ||
| Q2 25 | $3.2B | $1.2B | ||
| Q1 25 | $3.2B | $1.2B | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $3.3B | $1.1B | ||
| Q2 24 | $3.3B | $1.1B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $4.9B | $2.1B | ||
| Q3 25 | $4.9B | $2.0B | ||
| Q2 25 | $4.9B | $1.9B | ||
| Q1 25 | $4.9B | $1.8B | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $5.0B | $1.8B | ||
| Q2 24 | $5.1B | $1.7B |
| 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 | $370.2M | $42.9M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $30.0M |
| 自由现金流率自由现金流/营收 | 86.4% | 11.0% |
| 资本支出强度资本支出/营收 | 27.0% | 4.8% |
| 现金转化率经营现金流/净利润 | 12.50× | 0.88× |
| 过去12个月自由现金流最近4个季度 | $516.8M | $161.5M |
8季度趋势，按日历期对齐
| Q1 26 | — | $42.9M | ||
| Q4 25 | $370.2M | $69.6M | ||
| Q3 25 | $126.4M | $60.4M | ||
| Q2 25 | $108.8M | $38.7M | ||
| Q1 25 | $49.1M | $66.7M | ||
| Q4 24 | $405.4M | — | ||
| Q3 24 | $128.2M | $62.3M | ||
| Q2 24 | $127.3M | $49.0M |
| Q1 26 | — | $30.0M | ||
| Q4 25 | $282.0M | $49.4M | ||
| Q3 25 | $109.0M | $51.6M | ||
| Q2 25 | $96.2M | $30.5M | ||
| Q1 25 | $29.5M | $61.3M | ||
| Q4 24 | $327.1M | — | ||
| Q3 24 | $113.1M | $57.1M | ||
| Q2 24 | $115.0M | $41.5M |
| Q1 26 | — | 11.0% | ||
| Q4 25 | 86.4% | 18.9% | ||
| Q3 25 | 29.2% | 20.5% | ||
| Q2 25 | 25.0% | 12.9% | ||
| Q1 25 | 9.0% | 28.1% | ||
| Q4 24 | 98.2% | — | ||
| Q3 24 | 29.9% | 28.5% | ||
| Q2 24 | 29.5% | 21.8% |
| Q1 26 | — | 4.8% | ||
| Q4 25 | 27.0% | 7.7% | ||
| Q3 25 | 4.7% | 3.5% | ||
| Q2 25 | 3.3% | 3.5% | ||
| Q1 25 | 6.0% | 2.4% | ||
| Q4 24 | 23.5% | — | ||
| Q3 24 | 4.0% | 2.6% | ||
| Q2 24 | 3.2% | 3.9% |
| Q1 26 | — | 0.88× | ||
| Q4 25 | 12.50× | 1.54× | ||
| Q3 25 | 2.49× | 1.65× | ||
| Q2 25 | 1.71× | 1.22× | ||
| Q1 25 | 1.57× | — | ||
| Q4 24 | 13.59× | — | ||
| Q3 24 | 2.28× | 2.12× | ||
| 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
| Occupancy | $293.0M | 90% |
| Hotel Other | $17.2M | 5% |
| Food And Beverage | $16.3M | 5% |
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
