vs
Apple Hospitality REIT, Inc.（APLE）与Simpson Manufacturing Co., Inc.（SSD）财务数据对比。点击上方公司名可切换其他公司
Simpson Manufacturing Co., Inc.的季度营收约是Apple Hospitality REIT, Inc.的1.8倍（$588.0M vs $326.4M），Simpson Manufacturing Co., Inc.净利率更高（15.0% vs 9.1%，领先5.9%），Simpson Manufacturing Co., Inc.同比增速更快（9.1% vs -2.0%），过去两年Apple Hospitality REIT, Inc.的营收复合增速更高（-0.5% vs -0.8%）
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。
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
APLE vs SSD — 直观对比
营收规模更大
SSD
是对方的1.8倍
$326.4M
营收增速更快
SSD
高出11.1%
-2.0%
净利率更高
SSD
高出5.9%
9.1%
两年增速更快
APLE
近两年复合增速
-0.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $326.4M | $588.0M |
| 净利润 | $29.6M | $88.2M |
| 毛利率 | 37.2% | 45.2% |
| 营业利润率 | 15.2% | 19.5% |
| 净利率 | 9.1% | 15.0% |
| 营收同比 | -2.0% | 9.1% |
| 净利润同比 | -0.7% | 13.3% |
| 每股收益（稀释后） | $0.13 | $2.13 |
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APLESSD
| Q1 26 | — | $588.0M | ||
| Q4 25 | $326.4M | $539.3M | ||
| Q3 25 | $373.9M | $623.5M | ||
| Q2 25 | $384.4M | $631.1M | ||
| Q1 25 | $327.7M | $538.9M | ||
| Q4 24 | $333.0M | $517.4M | ||
| Q3 24 | $378.8M | $587.2M | ||
| Q2 24 | $390.1M | $597.0M |
净利润APLESSD
| Q1 26 | — | $88.2M | ||
| Q4 25 | $29.6M | $56.2M | ||
| Q3 25 | $50.9M | $107.4M | ||
| Q2 25 | $63.6M | $103.5M | ||
| Q1 25 | $31.2M | $77.9M | ||
| Q4 24 | $29.8M | $55.4M | ||
| Q3 24 | $56.3M | $93.5M | ||
| Q2 24 | $73.9M | $97.8M |
毛利率APLESSD
| Q1 26 | — | 45.2% | ||
| Q4 25 | 37.2% | 43.4% | ||
| Q3 25 | 40.6% | 46.4% | ||
| Q2 25 | 42.6% | 46.7% | ||
| Q1 25 | 39.0% | 46.8% | ||
| Q4 24 | 38.6% | 44.0% | ||
| Q3 24 | 41.9% | 46.8% | ||
| Q2 24 | 44.6% | 46.7% |
营业利润率APLESSD
| Q1 26 | — | 19.5% | ||
| Q4 25 | 15.2% | 13.9% | ||
| Q3 25 | 19.4% | 22.6% | ||
| Q2 25 | 22.1% | 22.2% | ||
| Q1 25 | 15.5% | 19.0% | ||
| Q4 24 | 15.0% | 14.8% | ||
| Q3 24 | 20.5% | 21.3% | ||
| Q2 24 | 24.0% | 22.1% |
净利率APLESSD
| Q1 26 | — | 15.0% | ||
| Q4 25 | 9.1% | 10.4% | ||
| Q3 25 | 13.6% | 17.2% | ||
| Q2 25 | 16.6% | 16.4% | ||
| Q1 25 | 9.5% | 14.5% | ||
| Q4 24 | 9.0% | 10.7% | ||
| Q3 24 | 14.9% | 15.9% | ||
| Q2 24 | 19.0% | 16.4% |
每股收益（稀释后）APLESSD
| Q1 26 | — | $2.13 | ||
| Q4 25 | $0.13 | $1.34 | ||
| Q3 25 | $0.21 | $2.58 | ||
| Q2 25 | $0.27 | $2.47 | ||
| Q1 25 | $0.13 | $1.85 | ||
| Q4 24 | $0.13 | $1.31 | ||
| Q3 24 | $0.23 | $2.21 | ||
| Q2 24 | $0.31 | $2.31 |
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 | $341.0M |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $3.1B | $2.1B |
| 总资产 | $4.9B | $3.0B |
| 负债/权益比越低杠杆越低 | 0.49× | — |
8季度趋势，按日历期对齐
现金及短期投资APLESSD
| Q1 26 | — | $341.0M | ||
| Q4 25 | $8.5M | $384.1M | ||
| Q3 25 | $50.3M | $297.3M | ||
| Q2 25 | $7.9M | $190.4M | ||
| Q1 25 | $14.9M | $150.3M | ||
| Q4 24 | $10.3M | $239.4M | ||
| Q3 24 | $6.1M | $339.4M | ||
| Q2 24 | $7.2M | $354.9M |
总债务APLESSD
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $300.0M | ||
| Q3 25 | $1.5B | $371.3M | ||
| Q2 25 | $1.5B | $376.9M | ||
| Q1 25 | $1.5B | $382.5M | ||
| Q4 24 | $1.5B | $388.1M | ||
| Q3 24 | $1.5B | $393.8M | ||
| Q2 24 | $1.5B | $399.4M |
股东权益APLESSD
| Q1 26 | — | $2.1B | ||
| Q4 25 | $3.1B | $2.0B | ||
| Q3 25 | $3.2B | $2.0B | ||
| Q2 25 | $3.2B | $1.9B | ||
| Q1 25 | $3.2B | $1.9B | ||
| Q4 24 | $3.3B | $1.8B | ||
| Q3 24 | $3.3B | $1.9B | ||
| Q2 24 | $3.3B | $1.8B |
总资产APLESSD
| Q1 26 | — | $3.0B | ||
| Q4 25 | $4.9B | $3.1B | ||
| Q3 25 | $4.9B | $3.0B | ||
| Q2 25 | $4.9B | $3.0B | ||
| Q1 25 | $4.9B | $2.8B | ||
| Q4 24 | $5.0B | $2.7B | ||
| Q3 24 | $5.0B | $2.9B | ||
| Q2 24 | $5.1B | $2.8B |
负债/权益比APLESSD
| Q1 26 | — | — | ||
| Q4 25 | 0.49× | 0.15× | ||
| Q3 25 | 0.47× | 0.19× | ||
| Q2 25 | 0.48× | 0.20× | ||
| Q1 25 | 0.48× | 0.21× | ||
| Q4 24 | 0.45× | 0.21× | ||
| Q3 24 | 0.46× | 0.21× | ||
| Q2 24 | 0.46× | 0.23× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $282.0M | — |
| 自由现金流率自由现金流/营收 | 86.4% | — |
| 资本支出强度资本支出/营收 | 27.0% | — |
| 现金转化率经营现金流/净利润 | 12.50× | — |
| 过去12个月自由现金流最近4个季度 | $516.8M | — |
8季度趋势，按日历期对齐
经营现金流APLESSD
| Q1 26 | — | — | ||
| Q4 25 | $370.2M | $155.7M | ||
| Q3 25 | $126.4M | $170.2M | ||
| Q2 25 | $108.8M | $125.2M | ||
| Q1 25 | $49.1M | $7.6M | ||
| Q4 24 | $405.4M | $115.8M | ||
| Q3 24 | $128.2M | $103.3M | ||
| Q2 24 | $127.3M | $111.1M |
自由现金流APLESSD
| Q1 26 | — | — | ||
| Q4 25 | $282.0M | $119.0M | ||
| Q3 25 | $109.0M | $133.9M | ||
| Q2 25 | $96.2M | $87.3M | ||
| Q1 25 | $29.5M | $-42.6M | ||
| Q4 24 | $327.1M | $60.3M | ||
| Q3 24 | $113.1M | $58.1M | ||
| Q2 24 | $115.0M | $70.9M |
自由现金流率APLESSD
| Q1 26 | — | — | ||
| Q4 25 | 86.4% | 22.1% | ||
| Q3 25 | 29.2% | 21.5% | ||
| Q2 25 | 25.0% | 13.8% | ||
| Q1 25 | 9.0% | -7.9% | ||
| Q4 24 | 98.2% | 11.7% | ||
| Q3 24 | 29.9% | 9.9% | ||
| Q2 24 | 29.5% | 11.9% |
资本支出强度APLESSD
| Q1 26 | — | — | ||
| Q4 25 | 27.0% | 6.8% | ||
| Q3 25 | 4.7% | 5.8% | ||
| Q2 25 | 3.3% | 6.0% | ||
| Q1 25 | 6.0% | 9.3% | ||
| Q4 24 | 23.5% | 10.7% | ||
| Q3 24 | 4.0% | 7.7% | ||
| Q2 24 | 3.2% | 6.7% |
现金转化率APLESSD
| Q1 26 | — | — | ||
| Q4 25 | 12.50× | 2.77× | ||
| Q3 25 | 2.49× | 1.58× | ||
| Q2 25 | 1.71× | 1.21× | ||
| Q1 25 | 1.57× | 0.10× | ||
| Q4 24 | 13.59× | 2.09× | ||
| Q3 24 | 2.28× | 1.10× | ||
| Q2 24 | 1.72× | 1.14× |
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% |
SSD
暂无分部数据
