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Atmus Filtration Technologies Inc.（ATMU）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Atmus Filtration Technologies Inc.的1.5倍（$664.6M vs $446.6M），Atmus Filtration Technologies Inc.净利率更高（10.7% vs 10.4%，领先0.3%），Ryman Hospitality Properties, Inc.同比增速更快（13.2% vs 9.8%），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（4.1% vs 2.3%）
Atmus过滤技术公司是一家专业过滤解决方案提供商，研发、生产和销售空气、燃油、机油、液压等多场景过滤系统，服务全球汽车、重型车辆、工业设备、航空航天领域的原厂配套及售后替换市场。
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。
ATMU vs RHP — 直观对比
营收规模更大
RHP
是对方的1.5倍
$446.6M
营收增速更快
RHP
高出3.4%
9.8%
净利率更高
ATMU
高出0.3%
10.4%
两年增速更快
RHP
近两年复合增速
2.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $446.6M | $664.6M |
| 净利润 | $48.0M | $69.4M |
| 毛利率 | 28.5% | — |
| 营业利润率 | 15.8% | 20.7% |
| 净利率 | 10.7% | 10.4% |
| 营收同比 | 9.8% | 13.2% |
| 净利润同比 | 19.7% | 10.1% |
| 每股收益（稀释后） | $0.58 | $1.03 |
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ATMURHP
| Q1 26 | — | $664.6M | ||
| Q4 25 | $446.6M | $737.8M | ||
| Q3 25 | $447.7M | $592.5M | ||
| Q2 25 | $453.5M | $659.5M | ||
| Q1 25 | $416.5M | $587.3M | ||
| Q4 24 | $406.7M | $647.6M | ||
| Q3 24 | $403.7M | $550.0M | ||
| Q2 24 | $432.6M | $613.3M |
净利润ATMURHP
| Q1 26 | — | $69.4M | ||
| Q4 25 | $48.0M | $74.5M | ||
| Q3 25 | $54.8M | $34.9M | ||
| Q2 25 | $59.9M | $71.8M | ||
| Q1 25 | $44.7M | $63.0M | ||
| Q4 24 | $40.1M | $72.3M | ||
| Q3 24 | $43.8M | $59.0M | ||
| Q2 24 | $56.2M | $100.8M |
毛利率ATMURHP
| Q1 26 | — | — | ||
| Q4 25 | 28.5% | 41.4% | ||
| Q3 25 | 28.9% | 40.9% | ||
| Q2 25 | 28.9% | 49.7% | ||
| Q1 25 | 26.5% | 44.4% | ||
| Q4 24 | 26.3% | 40.4% | ||
| Q3 24 | 27.6% | 43.1% | ||
| Q2 24 | 30.5% | 48.4% |
营业利润率ATMURHP
| Q1 26 | — | 20.7% | ||
| Q4 25 | 15.8% | 19.4% | ||
| Q3 25 | 18.3% | 15.0% | ||
| Q2 25 | 18.0% | 21.1% | ||
| Q1 25 | 15.6% | 19.8% | ||
| Q4 24 | 13.4% | 18.6% | ||
| Q3 24 | 15.7% | 19.3% | ||
| Q2 24 | 18.4% | 27.4% |
净利率ATMURHP
| Q1 26 | — | 10.4% | ||
| Q4 25 | 10.7% | 10.1% | ||
| Q3 25 | 12.2% | 5.9% | ||
| Q2 25 | 13.2% | 10.9% | ||
| Q1 25 | 10.7% | 10.7% | ||
| Q4 24 | 9.9% | 11.2% | ||
| Q3 24 | 10.8% | 10.7% | ||
| Q2 24 | 13.0% | 16.4% |
每股收益（稀释后）ATMURHP
| Q1 26 | — | $1.03 | ||
| Q4 25 | $0.58 | $1.12 | ||
| Q3 25 | $0.66 | $0.53 | ||
| Q2 25 | $0.72 | $1.12 | ||
| Q1 25 | $0.54 | $1.00 | ||
| Q4 24 | $0.49 | $1.12 | ||
| Q3 24 | $0.52 | $0.94 | ||
| Q2 24 | $0.67 | $1.65 |
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 | $236.4M | — |
| 总债务越低越好 | $570.0M | — |
| 股东权益账面价值 | $378.5M | $770.8M |
| 总资产 | $1.4B | $6.2B |
| 负债/权益比越低杠杆越低 | 1.51× | — |
8季度趋势，按日历期对齐
现金及短期投资ATMURHP
| Q1 26 | — | — | ||
| Q4 25 | $236.4M | $471.4M | ||
| Q3 25 | $218.3M | $483.3M | ||
| Q2 25 | $190.8M | $420.6M | ||
| Q1 25 | $183.3M | $413.9M | ||
| Q4 24 | $184.3M | $477.7M | ||
| Q3 24 | $196.8M | $534.9M | ||
| Q2 24 | $160.5M | $498.4M |
总债务ATMURHP
| Q1 26 | — | — | ||
| Q4 25 | $570.0M | — | ||
| Q3 25 | $577.5M | — | ||
| Q2 25 | $585.0M | — | ||
| Q1 25 | $588.8M | — | ||
| Q4 24 | $592.5M | — | ||
| Q3 24 | $596.2M | — | ||
| Q2 24 | $600.0M | — |
股东权益ATMURHP
| Q1 26 | — | $770.8M | ||
| Q4 25 | $378.5M | $750.2M | ||
| Q3 25 | $336.7M | $758.5M | ||
| Q2 25 | $316.3M | $800.4M | ||
| Q1 25 | $265.3M | $531.5M | ||
| Q4 24 | $227.4M | $549.0M | ||
| Q3 24 | $221.2M | $551.9M | ||
| Q2 24 | $178.1M | $562.6M |
总资产ATMURHP
| Q1 26 | — | $6.2B | ||
| Q4 25 | $1.4B | $6.2B | ||
| Q3 25 | $1.3B | $6.2B | ||
| Q2 25 | $1.3B | $6.1B | ||
| Q1 25 | $1.2B | $5.2B | ||
| Q4 24 | $1.2B | $5.2B | ||
| Q3 24 | $1.2B | $5.2B | ||
| Q2 24 | $1.2B | $5.1B |
负债/权益比ATMURHP
| Q1 26 | — | — | ||
| Q4 25 | 1.51× | — | ||
| Q3 25 | 1.72× | — | ||
| Q2 25 | 1.85× | — | ||
| Q1 25 | 2.22× | — | ||
| Q4 24 | 2.61× | — | ||
| Q3 24 | 2.70× | — | ||
| Q2 24 | 3.37× | — |
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 | $47.5M | — |
| 自由现金流经营现金流 - 资本支出 | $31.2M | — |
| 自由现金流率自由现金流/营收 | 7.0% | — |
| 资本支出强度资本支出/营收 | 3.6% | — |
| 现金转化率经营现金流/净利润 | 0.99× | — |
| 过去12个月自由现金流最近4个季度 | $148.8M | — |
8季度趋势，按日历期对齐
经营现金流ATMURHP
| Q1 26 | — | — | ||
| Q4 25 | $47.5M | $164.7M | ||
| Q3 25 | $82.1M | $205.2M | ||
| Q2 25 | $44.4M | $122.5M | ||
| Q1 25 | $28.7M | $98.2M | ||
| Q4 24 | $20.0M | $166.6M | ||
| Q3 24 | $70.7M | $218.1M | ||
| Q2 24 | $22.9M | $184.3M |
自由现金流ATMURHP
| Q1 26 | — | — | ||
| Q4 25 | $31.2M | $58.5M | ||
| Q3 25 | $68.9M | $135.4M | ||
| Q2 25 | $32.4M | $53.0M | ||
| Q1 25 | $16.3M | $-14.5M | ||
| Q4 24 | $10.0M | $76.0M | ||
| Q3 24 | $54.3M | $85.7M | ||
| Q2 24 | $11.3M | $78.8M |
自由现金流率ATMURHP
| Q1 26 | — | — | ||
| Q4 25 | 7.0% | 7.9% | ||
| Q3 25 | 15.4% | 22.9% | ||
| Q2 25 | 7.1% | 8.0% | ||
| Q1 25 | 3.9% | -2.5% | ||
| Q4 24 | 2.5% | 11.7% | ||
| Q3 24 | 13.5% | 15.6% | ||
| Q2 24 | 2.6% | 12.9% |
资本支出强度ATMURHP
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | 14.4% | ||
| Q3 25 | 2.9% | 11.8% | ||
| Q2 25 | 2.6% | 10.5% | ||
| Q1 25 | 3.0% | 19.2% | ||
| Q4 24 | 2.5% | 14.0% | ||
| Q3 24 | 4.1% | 24.1% | ||
| Q2 24 | 2.7% | 17.2% |
现金转化率ATMURHP
| Q1 26 | — | — | ||
| Q4 25 | 0.99× | 2.21× | ||
| Q3 25 | 1.50× | 5.88× | ||
| Q2 25 | 0.74× | 1.71× | ||
| Q1 25 | 0.64× | 1.56× | ||
| Q4 24 | 0.50× | 2.30× | ||
| Q3 24 | 1.61× | 3.70× | ||
| Q2 24 | 0.41× | 1.83× |
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
ATMU
| Fuel Products | $219.1M | 49% |
| Lube | $84.8M | 19% |
| Air | $74.0M | 17% |
| Other | $68.7M | 15% |
| Related Party | $14.9M | 3% |
RHP
| Food and beverage | $289.3M | 44% |
| Rooms | $223.8M | 34% |
| Entertainment | $79.2M | 12% |
| Other | $72.3M | 11% |
