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Apple Hospitality REIT, Inc.（APLE）与全食超市（SMPL）财务数据对比。点击上方公司名可切换其他公司
全食超市的季度营收约是Apple Hospitality REIT, Inc.的1.0倍（$340.2M vs $337.7M），Apple Hospitality REIT, Inc.净利率更高（8.2% vs 7.4%，领先0.8%），Apple Hospitality REIT, Inc.同比增速更快（3.1% vs -0.3%），过去两年全食超市的营收复合增速更高（3.0% 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。
全食超市是总部位于美国得克萨斯州奥斯汀的跨国连锁超市，现为亚马逊全资旗下品牌。门店主打无氢化脂肪、人工色素、人工香精、防腐剂的天然食品，是美国农业部认证的有机食品零售商，以丰富的有机商品选择深受消费者欢迎。
APLE vs SMPL — 直观对比
营收规模更大
SMPL
是对方的1.0倍
$337.7M
营收增速更快
APLE
高出3.4%
-0.3%
净利率更高
APLE
高出0.8%
7.4%
两年增速更快
SMPL
近两年复合增速
-6.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $337.7M | $340.2M |
| 净利润 | $27.7M | $25.3M |
| 毛利率 | — | 32.3% |
| 营业利润率 | 14.2% | 11.0% |
| 净利率 | 8.2% | 7.4% |
| 营收同比 | 3.1% | -0.3% |
| 净利润同比 | 12.7% | -33.7% |
| 每股收益（稀释后） | $0.12 | $0.26 |
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APLESMPL
| Q1 26 | $337.7M | — | ||
| Q4 25 | $326.4M | $340.2M | ||
| Q3 25 | $373.9M | — | ||
| Q2 25 | $384.4M | $381.0M | ||
| Q1 25 | $327.7M | — | ||
| Q4 24 | $333.0M | $341.3M | ||
| Q3 24 | $378.8M | $375.7M | ||
| Q2 24 | $390.1M | $334.8M |
净利润APLESMPL
| Q1 26 | $27.7M | — | ||
| Q4 25 | $29.6M | $25.3M | ||
| Q3 25 | $50.9M | — | ||
| Q2 25 | $63.6M | $41.1M | ||
| Q1 25 | $31.2M | — | ||
| Q4 24 | $29.8M | $38.1M | ||
| Q3 24 | $56.3M | $29.3M | ||
| Q2 24 | $73.9M | $41.3M |
毛利率APLESMPL
| Q1 26 | — | — | ||
| Q4 25 | 37.2% | 32.3% | ||
| Q3 25 | 40.6% | — | ||
| Q2 25 | 42.6% | 36.4% | ||
| Q1 25 | 39.0% | — | ||
| Q4 24 | 38.6% | 38.2% | ||
| Q3 24 | 41.9% | 38.8% | ||
| Q2 24 | 44.6% | 39.9% |
营业利润率APLESMPL
| Q1 26 | 14.2% | — | ||
| Q4 25 | 15.2% | 11.0% | ||
| Q3 25 | 19.4% | — | ||
| Q2 25 | 22.1% | 15.6% | ||
| Q1 25 | 15.5% | — | ||
| Q4 24 | 15.0% | 16.0% | ||
| Q3 24 | 20.5% | 12.7% | ||
| Q2 24 | 24.0% | 17.6% |
净利率APLESMPL
| Q1 26 | 8.2% | — | ||
| Q4 25 | 9.1% | 7.4% | ||
| Q3 25 | 13.6% | — | ||
| Q2 25 | 16.6% | 10.8% | ||
| Q1 25 | 9.5% | — | ||
| Q4 24 | 9.0% | 11.2% | ||
| Q3 24 | 14.9% | 7.8% | ||
| Q2 24 | 19.0% | 12.3% |
每股收益（稀释后）APLESMPL
| Q1 26 | $0.12 | — | ||
| Q4 25 | $0.13 | $0.26 | ||
| Q3 25 | $0.21 | — | ||
| Q2 25 | $0.27 | $0.40 | ||
| Q1 25 | $0.13 | — | ||
| Q4 24 | $0.13 | $0.38 | ||
| Q3 24 | $0.23 | $0.29 | ||
| Q2 24 | $0.31 | $0.41 |
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 | $194.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.1B | $1.7B |
| 总资产 | $4.9B | $2.5B |
| 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APLESMPL
| Q1 26 | $7.8M | — | ||
| Q4 25 | $8.5M | $194.1M | ||
| Q3 25 | $50.3M | — | ||
| Q2 25 | $7.9M | $98.0M | ||
| Q1 25 | $14.9M | — | ||
| Q4 24 | $10.3M | $121.8M | ||
| Q3 24 | $6.1M | $132.5M | ||
| Q2 24 | $7.2M | $208.7M |
总债务APLESMPL
| 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 | $397.5M | ||
| Q2 24 | $1.5B | $237.7M |
股东权益APLESMPL
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.1B | $1.7B | ||
| Q3 25 | $3.2B | — | ||
| Q2 25 | $3.2B | $1.8B | ||
| Q1 25 | $3.2B | — | ||
| Q4 24 | $3.3B | $1.8B | ||
| Q3 24 | $3.3B | $1.7B | ||
| Q2 24 | $3.3B | $1.7B |
总资产APLESMPL
| Q1 26 | $4.9B | — | ||
| Q4 25 | $4.9B | $2.5B | ||
| Q3 25 | $4.9B | — | ||
| Q2 25 | $4.9B | $2.4B | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $5.0B | $2.4B | ||
| Q3 24 | $5.0B | $2.4B | ||
| Q2 24 | $5.1B | $2.2B |
负债/权益比APLESMPL
| 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× | 0.23× | ||
| Q2 24 | 0.46× | 0.14× |
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 | — | $50.1M |
| 自由现金流经营现金流 - 资本支出 | — | $48.0M |
| 自由现金流率自由现金流/营收 | — | 14.1% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | — | 1.98× |
| 过去12个月自由现金流最近4个季度 | — | $223.6M |
8季度趋势，按日历期对齐
经营现金流APLESMPL
| Q1 26 | — | — | ||
| Q4 25 | $370.2M | $50.1M | ||
| Q3 25 | $126.4M | — | ||
| Q2 25 | $108.8M | $101.1M | ||
| Q1 25 | $49.1M | — | ||
| Q4 24 | $405.4M | $32.0M | ||
| Q3 24 | $128.2M | $48.9M | ||
| Q2 24 | $127.3M | $72.8M |
自由现金流APLESMPL
| Q1 26 | — | — | ||
| Q4 25 | $282.0M | $48.0M | ||
| Q3 25 | $109.0M | — | ||
| Q2 25 | $96.2M | $98.9M | ||
| Q1 25 | $29.5M | — | ||
| Q4 24 | $327.1M | $31.7M | ||
| Q3 24 | $113.1M | $45.0M | ||
| Q2 24 | $115.0M | $72.0M |
自由现金流率APLESMPL
| Q1 26 | — | — | ||
| Q4 25 | 86.4% | 14.1% | ||
| Q3 25 | 29.2% | — | ||
| Q2 25 | 25.0% | 25.9% | ||
| Q1 25 | 9.0% | — | ||
| Q4 24 | 98.2% | 9.3% | ||
| Q3 24 | 29.9% | 12.0% | ||
| Q2 24 | 29.5% | 21.5% |
资本支出强度APLESMPL
| Q1 26 | — | — | ||
| Q4 25 | 27.0% | 0.6% | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | 3.3% | 0.6% | ||
| Q1 25 | 6.0% | — | ||
| Q4 24 | 23.5% | 0.1% | ||
| Q3 24 | 4.0% | 1.0% | ||
| Q2 24 | 3.2% | 0.2% |
现金转化率APLESMPL
| Q1 26 | — | — | ||
| Q4 25 | 12.50× | 1.98× | ||
| Q3 25 | 2.49× | — | ||
| Q2 25 | 1.71× | 2.46× | ||
| Q1 25 | 1.57× | — | ||
| Q4 24 | 13.59× | 0.84× | ||
| Q3 24 | 2.28× | 1.67× | ||
| Q2 24 | 1.72× | 1.76× |
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% |
SMPL
| Quest | $211.4M | 62% |
| Atkins Domain | $79.7M | 23% |
| OWYN | $28.1M | 8% |
| Other | $20.9M | 6% |
