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Blue Bird Corp（BLBD）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Blue Bird Corp的2.0倍（$664.6M vs $333.1M），Ryman Hospitality Properties, Inc.净利率更高（10.4% vs 9.2%，领先1.2%），Ryman Hospitality Properties, Inc.同比增速更快（13.2% vs 6.1%），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（4.1% vs -1.9%）
蓝鸟公司是美国知名客车制造企业，总部位于佐治亚州福特瓦利，主打产品为校车，同时业务覆盖多种客车类型的生产，包括城市公交、旅居房车，以及移动图书馆、流动警务指挥中心等特种车辆。
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。
BLBD vs RHP — 直观对比
营收规模更大
RHP
是对方的2.0倍
$333.1M
营收增速更快
RHP
高出7.0%
6.1%
净利率更高
RHP
高出1.2%
9.2%
两年增速更快
RHP
近两年复合增速
-1.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $333.1M | $664.6M |
| 净利润 | $30.8M | $69.4M |
| 毛利率 | 21.4% | — |
| 营业利润率 | 11.3% | 20.7% |
| 净利率 | 9.2% | 10.4% |
| 营收同比 | 6.1% | 13.2% |
| 净利润同比 | 7.1% | 10.1% |
| 每股收益（稀释后） | $0.94 | $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BLBDRHP
| Q1 26 | — | $664.6M | ||
| Q4 25 | $333.1M | $737.8M | ||
| Q3 25 | $409.4M | $592.5M | ||
| Q2 25 | $398.0M | $659.5M | ||
| Q1 25 | $358.9M | $587.3M | ||
| Q4 24 | $313.9M | $647.6M | ||
| Q3 24 | $350.2M | $550.0M | ||
| Q2 24 | $333.4M | $613.3M |
净利润BLBDRHP
| Q1 26 | — | $69.4M | ||
| Q4 25 | $30.8M | $74.5M | ||
| Q3 25 | $36.5M | $34.9M | ||
| Q2 25 | $36.5M | $71.8M | ||
| Q1 25 | $26.0M | $63.0M | ||
| Q4 24 | $28.7M | $72.3M | ||
| Q3 24 | $24.7M | $59.0M | ||
| Q2 24 | $28.7M | $100.8M |
毛利率BLBDRHP
| Q1 26 | — | — | ||
| Q4 25 | 21.4% | 41.4% | ||
| Q3 25 | 21.1% | 40.9% | ||
| Q2 25 | 21.6% | 49.7% | ||
| Q1 25 | 19.7% | 44.4% | ||
| Q4 24 | 19.2% | 40.4% | ||
| Q3 24 | 17.0% | 43.1% | ||
| Q2 24 | 20.8% | 48.4% |
营业利润率BLBDRHP
| Q1 26 | — | 20.7% | ||
| Q4 25 | 11.3% | 19.4% | ||
| Q3 25 | 12.3% | 15.0% | ||
| Q2 25 | 12.6% | 21.1% | ||
| Q1 25 | 9.4% | 19.8% | ||
| Q4 24 | 10.5% | 18.6% | ||
| Q3 24 | 7.3% | 19.3% | ||
| Q2 24 | 11.9% | 27.4% |
净利率BLBDRHP
| Q1 26 | — | 10.4% | ||
| Q4 25 | 9.2% | 10.1% | ||
| Q3 25 | 8.9% | 5.9% | ||
| Q2 25 | 9.2% | 10.9% | ||
| Q1 25 | 7.3% | 10.7% | ||
| Q4 24 | 9.2% | 11.2% | ||
| Q3 24 | 7.0% | 10.7% | ||
| Q2 24 | 8.6% | 16.4% |
每股收益（稀释后）BLBDRHP
| Q1 26 | — | $1.03 | ||
| Q4 25 | $0.94 | $1.12 | ||
| Q3 25 | $1.11 | $0.53 | ||
| Q2 25 | $1.12 | $1.12 | ||
| Q1 25 | $0.79 | $1.00 | ||
| Q4 24 | $0.86 | $1.12 | ||
| Q3 24 | $0.71 | $0.94 | ||
| Q2 24 | $0.85 | $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 | $241.7M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $271.4M | $770.8M |
| 总资产 | $642.3M | $6.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资BLBDRHP
| Q1 26 | — | — | ||
| Q4 25 | $241.7M | $471.4M | ||
| Q3 25 | $229.3M | $483.3M | ||
| Q2 25 | $173.1M | $420.6M | ||
| Q1 25 | $130.7M | $413.9M | ||
| Q4 24 | $136.1M | $477.7M | ||
| Q3 24 | $127.7M | $534.9M | ||
| Q2 24 | $88.4M | $498.4M |
股东权益BLBDRHP
| Q1 26 | — | $770.8M | ||
| Q4 25 | $271.4M | $750.2M | ||
| Q3 25 | $255.4M | $758.5M | ||
| Q2 25 | $221.8M | $800.4M | ||
| Q1 25 | $190.4M | $531.5M | ||
| Q4 24 | $179.7M | $549.0M | ||
| Q3 24 | $159.6M | $551.9M | ||
| Q2 24 | $137.3M | $562.6M |
总资产BLBDRHP
| Q1 26 | — | $6.2B | ||
| Q4 25 | $642.3M | $6.2B | ||
| Q3 25 | $625.3M | $6.2B | ||
| Q2 25 | $575.5M | $6.1B | ||
| Q1 25 | $543.7M | $5.2B | ||
| Q4 24 | $535.2M | $5.2B | ||
| Q3 24 | $524.9M | $5.2B | ||
| Q2 24 | $468.1M | $5.1B |
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 | $36.6M | — |
| 自由现金流经营现金流 - 资本支出 | $31.1M | — |
| 自由现金流率自由现金流/营收 | 9.3% | — |
| 资本支出强度资本支出/营收 | 1.6% | — |
| 现金转化率经营现金流/净利润 | 1.19× | — |
| 过去12个月自由现金流最近4个季度 | $162.6M | — |
8季度趋势，按日历期对齐
经营现金流BLBDRHP
| Q1 26 | — | — | ||
| Q4 25 | $36.6M | $164.7M | ||
| Q3 25 | $65.1M | $205.2M | ||
| Q2 25 | $56.9M | $122.5M | ||
| Q1 25 | $27.8M | $98.2M | ||
| Q4 24 | $26.4M | $166.6M | ||
| Q3 24 | $55.4M | $218.1M | ||
| Q2 24 | $989.0K | $184.3M |
自由现金流BLBDRHP
| Q1 26 | — | — | ||
| Q4 25 | $31.1M | $58.5M | ||
| Q3 25 | $60.5M | $135.4M | ||
| Q2 25 | $52.3M | $53.0M | ||
| Q1 25 | $18.7M | $-14.5M | ||
| Q4 24 | $21.8M | $76.0M | ||
| Q3 24 | $50.2M | $85.7M | ||
| Q2 24 | $-3.5M | $78.8M |
自由现金流率BLBDRHP
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | 7.9% | ||
| Q3 25 | 14.8% | 22.9% | ||
| Q2 25 | 13.1% | 8.0% | ||
| Q1 25 | 5.2% | -2.5% | ||
| Q4 24 | 7.0% | 11.7% | ||
| Q3 24 | 14.3% | 15.6% | ||
| Q2 24 | -1.1% | 12.9% |
资本支出强度BLBDRHP
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 14.4% | ||
| Q3 25 | 1.1% | 11.8% | ||
| Q2 25 | 1.2% | 10.5% | ||
| Q1 25 | 2.5% | 19.2% | ||
| Q4 24 | 1.5% | 14.0% | ||
| Q3 24 | 1.5% | 24.1% | ||
| Q2 24 | 1.3% | 17.2% |
现金转化率BLBDRHP
| Q1 26 | — | — | ||
| Q4 25 | 1.19× | 2.21× | ||
| Q3 25 | 1.78× | 5.88× | ||
| Q2 25 | 1.56× | 1.71× | ||
| Q1 25 | 1.07× | 1.56× | ||
| Q4 24 | 0.92× | 2.30× | ||
| Q3 24 | 2.24× | 3.70× | ||
| Q2 24 | 0.03× | 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
BLBD
| Alternative Fuel Buses | $151.4M | 45% |
| Diesel Buses | $144.9M | 43% |
| Parts | $24.8M | 7% |
| Other | $12.1M | 4% |
RHP
| Food and beverage | $289.3M | 44% |
| Rooms | $223.8M | 34% |
| Entertainment | $79.2M | 12% |
| Other | $72.3M | 11% |
