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Apple Hospitality REIT, Inc.（APLE）与Strategic Education, Inc.（STRA）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Strategic Education, Inc.的1.1倍（$337.7M vs $305.9M），Strategic Education, Inc.净利率更高（10.7% vs 8.2%，领先2.5%），Apple Hospitality REIT, Inc.同比增速更快（3.1% vs 0.8%），过去两年Strategic Education, Inc.的营收复合增速更高（-1.0% 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。
Strategic Education, Inc.（简称SEI）是一家教育服务控股企业，前身为斯特雷尔教育公司。旗下拥有营利性在线院校卡佩拉大学、斯特雷尔大学，还运营着DevMountain、Hackbright学院、Sophia Learning等提供非学位课程的教育机构。
APLE vs STRA — 直观对比
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $337.7M | $305.9M |
| 净利润 | $27.7M | $32.8M |
| 毛利率 | — | — |
| 营业利润率 | 14.2% | 13.4% |
| 净利率 | 8.2% | 10.7% |
| 营收同比 | 3.1% | 0.8% |
| 净利润同比 | 12.7% | 10.3% |
| 每股收益（稀释后） | $0.12 | $1.48 |
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 | $337.7M | $305.9M | ||
| Q4 25 | $326.4M | $323.2M | ||
| Q3 25 | $373.9M | $319.9M | ||
| Q2 25 | $384.4M | $321.5M | ||
| Q1 25 | $327.7M | $303.6M | ||
| Q4 24 | $333.0M | $311.5M | ||
| Q3 24 | $378.8M | $306.0M | ||
| Q2 24 | $390.1M | $312.3M |
| Q1 26 | $27.7M | $32.8M | ||
| Q4 25 | $29.6M | $37.9M | ||
| Q3 25 | $50.9M | $26.6M | ||
| Q2 25 | $63.6M | $32.3M | ||
| Q1 25 | $31.2M | $29.7M | ||
| Q4 24 | $29.8M | $25.3M | ||
| Q3 24 | $56.3M | $27.7M | ||
| Q2 24 | $73.9M | $29.9M |
| Q1 26 | — | — | ||
| Q4 25 | 37.2% | — | ||
| Q3 25 | 40.6% | — | ||
| Q2 25 | 42.6% | — | ||
| Q1 25 | 39.0% | — | ||
| Q4 24 | 38.6% | — | ||
| Q3 24 | 41.9% | — | ||
| Q2 24 | 44.6% | — |
| Q1 26 | 14.2% | 13.4% | ||
| Q4 25 | 15.2% | 16.0% | ||
| Q3 25 | 19.4% | 11.6% | ||
| Q2 25 | 22.1% | 14.2% | ||
| Q1 25 | 15.5% | 13.1% | ||
| Q4 24 | 15.0% | 11.6% | ||
| Q3 24 | 20.5% | 11.9% | ||
| Q2 24 | 24.0% | 13.4% |
| Q1 26 | 8.2% | 10.7% | ||
| Q4 25 | 9.1% | 11.7% | ||
| Q3 25 | 13.6% | 8.3% | ||
| Q2 25 | 16.6% | 10.1% | ||
| Q1 25 | 9.5% | 9.8% | ||
| Q4 24 | 9.0% | 8.1% | ||
| Q3 24 | 14.9% | 9.1% | ||
| Q2 24 | 19.0% | 9.6% |
| Q1 26 | $0.12 | $1.48 | ||
| Q4 25 | $0.13 | $1.65 | ||
| Q3 25 | $0.21 | $1.15 | ||
| Q2 25 | $0.27 | $1.37 | ||
| Q1 25 | $0.13 | $1.24 | ||
| Q4 24 | $0.13 | $1.05 | ||
| Q3 24 | $0.23 | $1.15 | ||
| Q2 24 | $0.31 | $1.24 |
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 | $150.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.1B | $1.6B |
| 总资产 | $4.9B | $2.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | $7.8M | $150.3M | ||
| Q4 25 | $8.5M | $148.1M | ||
| Q3 25 | $50.3M | $172.6M | ||
| Q2 25 | $7.9M | $164.9M | ||
| Q1 25 | $14.9M | $182.6M | ||
| Q4 24 | $10.3M | $184.0M | ||
| Q3 24 | $6.1M | $222.1M | ||
| Q2 24 | $7.2M | $256.2M |
| 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 | $3.1B | $1.6B | ||
| Q4 25 | $3.1B | $1.6B | ||
| Q3 25 | $3.2B | $1.7B | ||
| Q2 25 | $3.2B | $1.7B | ||
| Q1 25 | $3.2B | $1.6B | ||
| Q4 24 | $3.3B | $1.7B | ||
| Q3 24 | $3.3B | $1.7B | ||
| Q2 24 | $3.3B | $1.7B |
| Q1 26 | $4.9B | $2.1B | ||
| Q4 25 | $4.9B | $2.0B | ||
| Q3 25 | $4.9B | $2.1B | ||
| Q2 25 | $4.9B | $2.1B | ||
| Q1 25 | $4.9B | $2.1B | ||
| Q4 24 | $5.0B | $2.0B | ||
| Q3 24 | $5.0B | $2.2B | ||
| Q2 24 | $5.1B | $2.2B |
| 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 | — | $87.4M |
| 自由现金流经营现金流 - 资本支出 | — | $77.3M |
| 自由现金流率自由现金流/营收 | — | 25.3% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 2.66× |
| 过去12个月自由现金流最近4个季度 | — | $173.9M |
8季度趋势，按日历期对齐
| Q1 26 | — | $87.4M | ||
| Q4 25 | $370.2M | $39.2M | ||
| Q3 25 | $126.4M | $60.1M | ||
| Q2 25 | $108.8M | $31.2M | ||
| Q1 25 | $49.1M | $67.7M | ||
| Q4 24 | $405.4M | $15.9M | ||
| Q3 24 | $128.2M | $51.5M | ||
| Q2 24 | $127.3M | $24.3M |
| Q1 26 | — | $77.3M | ||
| Q4 25 | $282.0M | $27.0M | ||
| Q3 25 | $109.0M | $49.3M | ||
| Q2 25 | $96.2M | $20.4M | ||
| Q1 25 | $29.5M | $57.3M | ||
| Q4 24 | $327.1M | $4.7M | ||
| Q3 24 | $113.1M | $42.1M | ||
| Q2 24 | $115.0M | $13.6M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | 86.4% | 8.3% | ||
| Q3 25 | 29.2% | 15.4% | ||
| Q2 25 | 25.0% | 6.3% | ||
| Q1 25 | 9.0% | 18.9% | ||
| Q4 24 | 98.2% | 1.5% | ||
| Q3 24 | 29.9% | 13.8% | ||
| Q2 24 | 29.5% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 27.0% | 3.8% | ||
| Q3 25 | 4.7% | 3.4% | ||
| Q2 25 | 3.3% | 3.4% | ||
| Q1 25 | 6.0% | 3.4% | ||
| Q4 24 | 23.5% | 3.6% | ||
| Q3 24 | 4.0% | 3.1% | ||
| Q2 24 | 3.2% | 3.4% |
| Q1 26 | — | 2.66× | ||
| Q4 25 | 12.50× | 1.03× | ||
| Q3 25 | 2.49× | 2.26× | ||
| Q2 25 | 1.71× | 0.97× | ||
| Q1 25 | 1.57× | 2.27× | ||
| Q4 24 | 13.59× | 0.63× | ||
| Q3 24 | 2.28× | 1.86× | ||
| Q2 24 | 1.72× | 0.81× |
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% |
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
