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Atkore Inc.（ATKR）与Ryman Hospitality Properties, Inc.（RHP）财务数据对比。点击上方公司名可切换其他公司
Ryman Hospitality Properties, Inc.的季度营收约是Atkore Inc.的1.1倍（$737.8M vs $655.5M），Ryman Hospitality Properties, Inc.净利率更高（10.1% vs 2.3%，领先7.8%），Ryman Hospitality Properties, Inc.同比增速更快（13.9% vs -0.9%），Ryman Hospitality Properties, Inc.自由现金流更多（$58.5M vs $-67.3M），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（18.2% vs -9.1%）
Atkore Inc.是领先的电气、安全及基础设施产品制造商，主营钢与PVC导管、线缆管理系统、结构框架解决方案及消防安全设备，主要服务建筑、工业、公用事业、通信领域，核心市场覆盖北美，同时在全球多地开展业务。
莱曼酒店地产是一家主营酒店、度假村、娱乐及媒体业务的企业，得名于旗下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为俄克拉荷马出版公司子公司时期，1983年收购WSM公司后奠定现代业务基础，同时将知名演出IP大奥普里等核心资产纳入麾下。
ATKR vs RHP — 直观对比
营收规模更大
RHP
是对方的1.1倍
$655.5M
营收增速更快
RHP
高出14.8%
-0.9%
净利率更高
RHP
高出7.8%
2.3%
自由现金流更多
RHP
多$125.8M
$-67.3M
两年增速更快
RHP
近两年复合增速
-9.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $655.5M | $737.8M |
| 净利润 | $15.0M | $74.5M |
| 毛利率 | 19.2% | 41.4% |
| 营业利润率 | 3.1% | 19.4% |
| 净利率 | 2.3% | 10.1% |
| 营收同比 | -0.9% | 13.9% |
| 净利润同比 | -67.6% | 3.0% |
| 每股收益（稀释后） | $0.44 | $1.12 |
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ATKRRHP
| Q4 25 | $655.5M | $737.8M | ||
| Q3 25 | $752.0M | $592.5M | ||
| Q2 25 | $735.0M | $659.5M | ||
| Q1 25 | $701.7M | $587.3M | ||
| Q4 24 | $661.6M | $647.6M | ||
| Q3 24 | $788.3M | $550.0M | ||
| Q2 24 | $822.4M | $613.3M | ||
| Q1 24 | $792.9M | $528.3M |
净利润ATKRRHP
| Q4 25 | $15.0M | $74.5M | ||
| Q3 25 | $-54.4M | $34.9M | ||
| Q2 25 | $43.0M | $71.8M | ||
| Q1 25 | $-50.1M | $63.0M | ||
| Q4 24 | $46.3M | $72.3M | ||
| Q3 24 | $73.1M | $59.0M | ||
| Q2 24 | $123.4M | $100.8M | ||
| Q1 24 | $138.0M | $42.8M |
毛利率ATKRRHP
| Q4 25 | 19.2% | 41.4% | ||
| Q3 25 | 19.7% | 40.9% | ||
| Q2 25 | 23.4% | 49.7% | ||
| Q1 25 | 26.4% | 44.4% | ||
| Q4 24 | 25.9% | 40.4% | ||
| Q3 24 | 27.4% | 43.1% | ||
| Q2 24 | 34.0% | 48.4% | ||
| Q1 24 | 36.8% | 41.5% |
营业利润率ATKRRHP
| Q4 25 | 3.1% | 19.4% | ||
| Q3 25 | -7.5% | 15.0% | ||
| Q2 25 | 8.7% | 21.1% | ||
| Q1 25 | -7.4% | 19.8% | ||
| Q4 24 | 10.3% | 18.6% | ||
| Q3 24 | 12.9% | 19.3% | ||
| Q2 24 | 20.5% | 27.4% | ||
| Q1 24 | 22.6% | 18.2% |
净利率ATKRRHP
| Q4 25 | 2.3% | 10.1% | ||
| Q3 25 | -7.2% | 5.9% | ||
| Q2 25 | 5.8% | 10.9% | ||
| Q1 25 | -7.1% | 10.7% | ||
| Q4 24 | 7.0% | 11.2% | ||
| Q3 24 | 9.3% | 10.7% | ||
| Q2 24 | 15.0% | 16.4% | ||
| Q1 24 | 17.4% | 8.1% |
每股收益（稀释后）ATKRRHP
| Q4 25 | $0.44 | $1.12 | ||
| Q3 25 | $-1.55 | $0.53 | ||
| Q2 25 | $1.25 | $1.12 | ||
| Q1 25 | $-1.46 | $1.00 | ||
| Q4 24 | $1.31 | $1.12 | ||
| Q3 24 | $2.08 | $0.94 | ||
| Q2 24 | $3.33 | $1.65 | ||
| Q1 24 | $3.67 | $0.67 |
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 | $443.8M | $471.4M |
| 总债务越低越好 | $761.1M | — |
| 股东权益账面价值 | $1.4B | $750.2M |
| 总资产 | $2.8B | $6.2B |
| 负债/权益比越低杠杆越低 | 0.54× | — |
8季度趋势，按日历期对齐
现金及短期投资ATKRRHP
| Q4 25 | $443.8M | $471.4M | ||
| Q3 25 | $506.7M | $483.3M | ||
| Q2 25 | $331.0M | $420.6M | ||
| Q1 25 | $330.4M | $413.9M | ||
| Q4 24 | $310.4M | $477.7M | ||
| Q3 24 | $351.4M | $534.9M | ||
| Q2 24 | $303.7M | $498.4M | ||
| Q1 24 | $368.1M | $465.3M |
总债务ATKRRHP
| Q4 25 | $761.1M | — | ||
| Q3 25 | $760.5M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $764.8M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ATKRRHP
| Q4 25 | $1.4B | $750.2M | ||
| Q3 25 | $1.4B | $758.5M | ||
| Q2 25 | $1.5B | $800.4M | ||
| Q1 25 | $1.4B | $531.5M | ||
| Q4 24 | $1.5B | $549.0M | ||
| Q3 24 | $1.5B | $551.9M | ||
| Q2 24 | $1.6B | $562.6M | ||
| Q1 24 | $1.6B | $529.9M |
总资产ATKRRHP
| Q4 25 | $2.8B | $6.2B | ||
| Q3 25 | $2.9B | $6.2B | ||
| Q2 25 | $2.9B | $6.1B | ||
| Q1 25 | $2.9B | $5.2B | ||
| Q4 24 | $3.0B | $5.2B | ||
| Q3 24 | $3.0B | $5.2B | ||
| Q2 24 | $3.0B | $5.1B | ||
| Q1 24 | $3.0B | $5.1B |
负债/权益比ATKRRHP
| Q4 25 | 0.54× | — | ||
| Q3 25 | 0.54× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.50× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-55.5M | $164.7M |
| 自由现金流经营现金流 - 资本支出 | $-67.3M | $58.5M |
| 自由现金流率自由现金流/营收 | -10.3% | 7.9% |
| 资本支出强度资本支出/营收 | 1.8% | 14.4% |
| 现金转化率经营现金流/净利润 | -3.69× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $195.3M | $232.4M |
8季度趋势，按日历期对齐
经营现金流ATKRRHP
| Q4 25 | $-55.5M | $164.7M | ||
| Q3 25 | $210.4M | $205.2M | ||
| Q2 25 | $31.4M | $122.5M | ||
| Q1 25 | $86.6M | $98.2M | ||
| Q4 24 | $74.4M | $166.6M | ||
| Q3 24 | $199.1M | $218.1M | ||
| Q2 24 | $104.6M | $184.3M | ||
| Q1 24 | $87.2M | $7.5M |
自由现金流ATKRRHP
| Q4 25 | $-67.3M | $58.5M | ||
| Q3 25 | $188.2M | $135.4M | ||
| Q2 25 | $10.1M | $53.0M | ||
| Q1 25 | $64.2M | $-14.5M | ||
| Q4 24 | $33.1M | $76.0M | ||
| Q3 24 | $154.3M | $85.7M | ||
| Q2 24 | $73.1M | $78.8M | ||
| Q1 24 | $58.0M | $-72.0M |
自由现金流率ATKRRHP
| Q4 25 | -10.3% | 7.9% | ||
| Q3 25 | 25.0% | 22.9% | ||
| Q2 25 | 1.4% | 8.0% | ||
| Q1 25 | 9.2% | -2.5% | ||
| Q4 24 | 5.0% | 11.7% | ||
| Q3 24 | 19.6% | 15.6% | ||
| Q2 24 | 8.9% | 12.9% | ||
| Q1 24 | 7.3% | -13.6% |
资本支出强度ATKRRHP
| Q4 25 | 1.8% | 14.4% | ||
| Q3 25 | 3.0% | 11.8% | ||
| Q2 25 | 2.9% | 10.5% | ||
| Q1 25 | 3.2% | 19.2% | ||
| Q4 24 | 6.2% | 14.0% | ||
| Q3 24 | 5.7% | 24.1% | ||
| Q2 24 | 3.8% | 17.2% | ||
| Q1 24 | 3.7% | 15.0% |
现金转化率ATKRRHP
| Q4 25 | -3.69× | 2.21× | ||
| Q3 25 | — | 5.88× | ||
| Q2 25 | 0.73× | 1.71× | ||
| Q1 25 | — | 1.56× | ||
| Q4 24 | 1.61× | 2.30× | ||
| Q3 24 | 2.72× | 3.70× | ||
| Q2 24 | 0.85× | 1.83× | ||
| Q1 24 | 0.63× | 0.17× |
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
ATKR
| Plastic Pipe And Conduit | $138.1M | 21% |
| Other Safety Infrastructure Products | $120.6M | 18% |
| Metal Electrical Conduit And Fittings | $118.4M | 18% |
| Electrical Cable And Flexible Conduit | $110.9M | 17% |
| Other Electrical Products | $102.2M | 16% |
| Mechanical Pipe | $65.4M | 10% |
RHP
| Hotel Other | $157.7M | 21% |
| Gaylord Opryland | $147.4M | 20% |
| Hotel Transient Rooms | $93.6M | 13% |
| Hotel Food And Beverage Outlets | $92.2M | 12% |
| Gaylord Palms | $88.2M | 12% |
| Jw Marriott Hill Country | $53.7M | 7% |
| Entertainment Admissions And Ticketing | $43.1M | 6% |
| Entertainment Food And Beverage | $38.1M | 5% |
| Entertainment Retail And Other | $28.3M | 4% |
| Ac Hotel | $2.4M | 0% |
