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AeroVironment Inc（AVAV）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AeroVironment Inc的1.4倍（$664.6M vs $472.5M），Ryman Hospitality Properties, Inc.净利率更高（10.4% vs -3.6%，领先14.1%），AeroVironment Inc同比增速更快（181.9% vs 13.2%），过去两年AeroVironment Inc的营收复合增速更高（59.1% vs 4.1%）
AeroVironment是1971年由人力飞机设计师保罗·麦克里迪创立的美国国防科技企业，总部位于弗吉尼亚州阿灵顿，专注于自主系统、反无人机系统及航天系统的研发制造，为美国国防部及多国军方供应渡鸦、弹簧刀、黄蜂、美洲狮等系列中小型无人机产品。
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。
AVAV vs RHP — 直观对比
营收规模更大
RHP
是对方的1.4倍
$472.5M
营收增速更快
AVAV
高出168.7%
13.2%
净利率更高
RHP
高出14.1%
-3.6%
两年增速更快
AVAV
近两年复合增速
4.1%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $664.6M |
| 净利润 | $-17.1M | $69.4M |
| 毛利率 | 22.0% | — |
| 营业利润率 | -6.4% | 20.7% |
| 净利率 | -3.6% | 10.4% |
| 营收同比 | 181.9% | 13.2% |
| 净利润同比 | -875.1% | 10.1% |
| 每股收益（稀释后） | $-0.34 | $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AVAVRHP
| Q1 26 | — | $664.6M | ||
| Q4 25 | $472.5M | $737.8M | ||
| Q3 25 | $454.7M | $592.5M | ||
| Q2 25 | $275.1M | $659.5M | ||
| Q1 25 | $167.6M | $587.3M | ||
| Q4 24 | $188.5M | $647.6M | ||
| Q3 24 | $189.5M | $550.0M | ||
| Q2 24 | $197.0M | $613.3M |
净利润AVAVRHP
| Q1 26 | — | $69.4M | ||
| Q4 25 | $-17.1M | $74.5M | ||
| Q3 25 | $-67.4M | $34.9M | ||
| Q2 25 | $16.7M | $71.8M | ||
| Q1 25 | $-1.8M | $63.0M | ||
| Q4 24 | $7.5M | $72.3M | ||
| Q3 24 | $21.2M | $59.0M | ||
| Q2 24 | $6.0M | $100.8M |
毛利率AVAVRHP
| Q1 26 | — | — | ||
| Q4 25 | 22.0% | 41.4% | ||
| Q3 25 | 20.9% | 40.9% | ||
| Q2 25 | 36.5% | 49.7% | ||
| Q1 25 | 37.7% | 44.4% | ||
| Q4 24 | 39.1% | 40.4% | ||
| Q3 24 | 43.0% | 43.1% | ||
| Q2 24 | 38.4% | 48.4% |
营业利润率AVAVRHP
| Q1 26 | — | 20.7% | ||
| Q4 25 | -6.4% | 19.4% | ||
| Q3 25 | -15.2% | 15.0% | ||
| Q2 25 | 5.0% | 21.1% | ||
| Q1 25 | -1.8% | 19.8% | ||
| Q4 24 | 3.7% | 18.6% | ||
| Q3 24 | 12.2% | 19.3% | ||
| Q2 24 | 3.0% | 27.4% |
净利率AVAVRHP
| Q1 26 | — | 10.4% | ||
| Q4 25 | -3.6% | 10.1% | ||
| Q3 25 | -14.8% | 5.9% | ||
| Q2 25 | 6.1% | 10.9% | ||
| Q1 25 | -1.0% | 10.7% | ||
| Q4 24 | 4.0% | 11.2% | ||
| Q3 24 | 11.2% | 10.7% | ||
| Q2 24 | 3.1% | 16.4% |
每股收益（稀释后）AVAVRHP
| Q1 26 | — | $1.03 | ||
| Q4 25 | $-0.34 | $1.12 | ||
| Q3 25 | $-1.44 | $0.53 | ||
| Q2 25 | $0.59 | $1.12 | ||
| Q1 25 | $-0.06 | $1.00 | ||
| Q4 24 | $0.27 | $1.12 | ||
| Q3 24 | $0.75 | $0.94 | ||
| Q2 24 | $0.18 | $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 | $588.5M | — |
| 总债务越低越好 | $747.5M | — |
| 股东权益账面价值 | $4.4B | $770.8M |
| 总资产 | $5.6B | $6.2B |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资AVAVRHP
| Q1 26 | — | — | ||
| Q4 25 | $588.5M | $471.4M | ||
| Q3 25 | $685.8M | $483.3M | ||
| Q2 25 | $40.9M | $420.6M | ||
| Q1 25 | $47.0M | $413.9M | ||
| Q4 24 | $69.0M | $477.7M | ||
| Q3 24 | $81.2M | $534.9M | ||
| Q2 24 | $73.3M | $498.4M |
总债务AVAVRHP
| Q1 26 | — | — | ||
| Q4 25 | $747.5M | — | ||
| Q3 25 | $747.5M | — | ||
| Q2 25 | $30.0M | — | ||
| Q1 25 | $25.0M | — | ||
| Q4 24 | $15.0M | — | ||
| Q3 24 | $17.5M | — | ||
| Q2 24 | $28.0M | — |
股东权益AVAVRHP
| Q1 26 | — | $770.8M | ||
| Q4 25 | $4.4B | $750.2M | ||
| Q3 25 | $4.4B | $758.5M | ||
| Q2 25 | $886.5M | $800.4M | ||
| Q1 25 | $861.1M | $531.5M | ||
| Q4 24 | $858.4M | $549.0M | ||
| Q3 24 | $845.5M | $551.9M | ||
| Q2 24 | $822.7M | $562.6M |
总资产AVAVRHP
| Q1 26 | — | $6.2B | ||
| Q4 25 | $5.6B | $6.2B | ||
| Q3 25 | $5.6B | $6.2B | ||
| Q2 25 | $1.1B | $6.1B | ||
| Q1 25 | $1.0B | $5.2B | ||
| Q4 24 | $1.0B | $5.2B | ||
| Q3 24 | $999.2M | $5.2B | ||
| Q2 24 | $1.0B | $5.1B |
负债/权益比AVAVRHP
| Q1 26 | — | — | ||
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.03× | — | ||
| Q1 25 | 0.03× | — | ||
| Q4 24 | 0.02× | — | ||
| Q3 24 | 0.02× | — | ||
| Q2 24 | 0.03× | — |
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 | $-45.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | — |
| 自由现金流率自由现金流/营收 | -11.8% | — |
| 资本支出强度资本支出/营收 | 2.3% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-240.7M | — |
8季度趋势，按日历期对齐
经营现金流AVAVRHP
| Q1 26 | — | — | ||
| Q4 25 | $-45.1M | $164.7M | ||
| Q3 25 | $-123.7M | $205.2M | ||
| Q2 25 | $-264.0K | $122.5M | ||
| Q1 25 | $-25.8M | $98.2M | ||
| Q4 24 | $-3.6M | $166.6M | ||
| Q3 24 | $28.4M | $218.1M | ||
| Q2 24 | $-11.7M | $184.3M |
自由现金流AVAVRHP
| Q1 26 | — | — | ||
| Q4 25 | $-55.9M | $58.5M | ||
| Q3 25 | $-146.5M | $135.4M | ||
| Q2 25 | $-8.8M | $53.0M | ||
| Q1 25 | $-29.6M | $-14.5M | ||
| Q4 24 | $-8.7M | $76.0M | ||
| Q3 24 | $22.9M | $85.7M | ||
| Q2 24 | $-20.8M | $78.8M |
自由现金流率AVAVRHP
| Q1 26 | — | — | ||
| Q4 25 | -11.8% | 7.9% | ||
| Q3 25 | -32.2% | 22.9% | ||
| Q2 25 | -3.2% | 8.0% | ||
| Q1 25 | -17.7% | -2.5% | ||
| Q4 24 | -4.6% | 11.7% | ||
| Q3 24 | 12.1% | 15.6% | ||
| Q2 24 | -10.5% | 12.9% |
资本支出强度AVAVRHP
| Q1 26 | — | — | ||
| Q4 25 | 2.3% | 14.4% | ||
| Q3 25 | 5.0% | 11.8% | ||
| Q2 25 | 3.1% | 10.5% | ||
| Q1 25 | 2.3% | 19.2% | ||
| Q4 24 | 2.7% | 14.0% | ||
| Q3 24 | 2.9% | 24.1% | ||
| Q2 24 | 4.6% | 17.2% |
现金转化率AVAVRHP
| Q1 26 | — | — | ||
| Q4 25 | — | 2.21× | ||
| Q3 25 | — | 5.88× | ||
| Q2 25 | -0.02× | 1.71× | ||
| Q1 25 | — | 1.56× | ||
| Q4 24 | -0.48× | 2.30× | ||
| Q3 24 | 1.34× | 3.70× | ||
| Q2 24 | -1.93× | 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
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
RHP
| Food and beverage | $289.3M | 44% |
| Rooms | $223.8M | 34% |
| Entertainment | $79.2M | 12% |
| Other | $72.3M | 11% |
