vs
Boot Barn Holdings, Inc.(BOOT)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
Boot Barn Holdings, Inc.的季度营收约是Ryman Hospitality Properties, Inc.的1.1倍($705.6M vs $664.6M),Boot Barn Holdings, Inc.净利率更高(12.2% vs 10.4%,领先1.7%),Boot Barn Holdings, Inc.同比增速更快(16.0% vs 13.2%),过去两年Boot Barn Holdings, Inc.的营收复合增速更高(34.8% vs 4.1%)
Henry Boot plc是总部位于英国谢菲尔德的地产开发企业,1919年于伦敦证券交易所上市,是英国首家上市的住宅建造商。两次世界大战期间,该公司住宅建造量位居全英首位,目前仍是英国颇具规模的建筑与物业管理服务商。
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。
BOOT vs RHP — 直观对比
营收规模更大
BOOT
是对方的1.1倍
$664.6M
营收增速更快
BOOT
高出2.9%
13.2%
净利率更高
BOOT
高出1.7%
10.4%
两年增速更快
BOOT
近两年复合增速
4.1%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $705.6M | $664.6M |
| 净利润 | $85.8M | $69.4M |
| 毛利率 | 39.9% | — |
| 营业利润率 | 16.3% | 20.7% |
| 净利率 | 12.2% | 10.4% |
| 营收同比 | 16.0% | 13.2% |
| 净利润同比 | 14.3% | 10.1% |
| 每股收益(稀释后) | $2.79 | $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
BOOT
RHP
| Q1 26 | — | $664.6M | ||
| Q4 25 | $705.6M | $737.8M | ||
| Q3 25 | $505.4M | $592.5M | ||
| Q2 25 | $504.1M | $659.5M | ||
| Q1 25 | $453.7M | $587.3M | ||
| Q4 24 | $608.2M | $647.6M | ||
| Q3 24 | $425.8M | $550.0M | ||
| Q2 24 | $423.4M | $613.3M |
净利润
BOOT
RHP
| Q1 26 | — | $69.4M | ||
| Q4 25 | $85.8M | $74.5M | ||
| Q3 25 | $42.2M | $34.9M | ||
| Q2 25 | $53.4M | $71.8M | ||
| Q1 25 | $37.5M | $63.0M | ||
| Q4 24 | $75.1M | $72.3M | ||
| Q3 24 | $29.4M | $59.0M | ||
| Q2 24 | $38.9M | $100.8M |
毛利率
BOOT
RHP
| Q1 26 | — | — | ||
| Q4 25 | 39.9% | 41.4% | ||
| Q3 25 | 36.4% | 40.9% | ||
| Q2 25 | 39.1% | 49.7% | ||
| Q1 25 | 37.1% | 44.4% | ||
| Q4 24 | 39.3% | 40.4% | ||
| Q3 24 | 35.9% | 43.1% | ||
| Q2 24 | 37.0% | 48.4% |
营业利润率
BOOT
RHP
| Q1 26 | — | 20.7% | ||
| Q4 25 | 16.3% | 19.4% | ||
| Q3 25 | 11.2% | 15.0% | ||
| Q2 25 | 14.0% | 21.1% | ||
| Q1 25 | 11.0% | 19.8% | ||
| Q4 24 | 16.4% | 18.6% | ||
| Q3 24 | 9.4% | 19.3% | ||
| Q2 24 | 11.9% | 27.4% |
净利率
BOOT
RHP
| Q1 26 | — | 10.4% | ||
| Q4 25 | 12.2% | 10.1% | ||
| Q3 25 | 8.4% | 5.9% | ||
| Q2 25 | 10.6% | 10.9% | ||
| Q1 25 | 8.3% | 10.7% | ||
| Q4 24 | 12.3% | 11.2% | ||
| Q3 24 | 6.9% | 10.7% | ||
| Q2 24 | 9.2% | 16.4% |
每股收益(稀释后)
BOOT
RHP
| Q1 26 | — | $1.03 | ||
| Q4 25 | $2.79 | $1.12 | ||
| Q3 25 | $1.37 | $0.53 | ||
| Q2 25 | $1.74 | $1.12 | ||
| Q1 25 | $1.24 | $1.00 | ||
| Q4 24 | $2.43 | $1.12 | ||
| Q3 24 | $0.95 | $0.94 | ||
| Q2 24 | $1.26 | $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 | $200.1M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $770.8M |
| 总资产 | $2.4B | $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
BOOT
RHP
| Q1 26 | — | — | ||
| Q4 25 | $200.1M | $471.4M | ||
| Q3 25 | $64.7M | $483.3M | ||
| Q2 25 | $95.3M | $420.6M | ||
| Q1 25 | $69.8M | $413.9M | ||
| Q4 24 | $152.9M | $477.7M | ||
| Q3 24 | $37.4M | $534.9M | ||
| Q2 24 | $83.4M | $498.4M |
股东权益
BOOT
RHP
| Q1 26 | — | $770.8M | ||
| Q4 25 | $1.3B | $750.2M | ||
| Q3 25 | $1.2B | $758.5M | ||
| Q2 25 | $1.2B | $800.4M | ||
| Q1 25 | $1.1B | $531.5M | ||
| Q4 24 | $1.1B | $549.0M | ||
| Q3 24 | $1.0B | $551.9M | ||
| Q2 24 | $981.8M | $562.6M |
总资产
BOOT
RHP
| Q1 26 | — | $6.2B | ||
| Q4 25 | $2.4B | $6.2B | ||
| Q3 25 | $2.3B | $6.2B | ||
| Q2 25 | $2.1B | $6.1B | ||
| Q1 25 | $2.0B | $5.2B | ||
| Q4 24 | $2.0B | $5.2B | ||
| Q3 24 | $1.9B | $5.2B | ||
| Q2 24 | $1.8B | $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 | $209.7M | — |
| 自由现金流经营现金流 - 资本支出 | $148.0M | — |
| 自由现金流率自由现金流/营收 | 21.0% | — |
| 资本支出强度资本支出/营收 | 8.7% | — |
| 现金转化率经营现金流/净利润 | 2.44× | — |
| 过去12个月自由现金流最近4个季度 | $89.8M | — |
8季度趋势,按日历期对齐
经营现金流
BOOT
RHP
| Q1 26 | — | — | ||
| Q4 25 | $209.7M | $164.7M | ||
| Q3 25 | $25.7M | $205.2M | ||
| Q2 25 | $73.8M | $122.5M | ||
| Q1 25 | $-43.1M | $98.2M | ||
| Q4 24 | $157.1M | $166.6M | ||
| Q3 24 | $-7.8M | $218.1M | ||
| Q2 24 | $41.3M | $184.3M |
自由现金流
BOOT
RHP
| Q1 26 | — | — | ||
| Q4 25 | $148.0M | $58.5M | ||
| Q3 25 | $-17.5M | $135.4M | ||
| Q2 25 | $42.4M | $53.0M | ||
| Q1 25 | $-83.1M | $-14.5M | ||
| Q4 24 | $114.2M | $76.0M | ||
| Q3 24 | $-46.1M | $85.7M | ||
| Q2 24 | $14.2M | $78.8M |
自由现金流率
BOOT
RHP
| Q1 26 | — | — | ||
| Q4 25 | 21.0% | 7.9% | ||
| Q3 25 | -3.5% | 22.9% | ||
| Q2 25 | 8.4% | 8.0% | ||
| Q1 25 | -18.3% | -2.5% | ||
| Q4 24 | 18.8% | 11.7% | ||
| Q3 24 | -10.8% | 15.6% | ||
| Q2 24 | 3.4% | 12.9% |
资本支出强度
BOOT
RHP
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | 14.4% | ||
| Q3 25 | 8.6% | 11.8% | ||
| Q2 25 | 6.2% | 10.5% | ||
| Q1 25 | 8.8% | 19.2% | ||
| Q4 24 | 7.1% | 14.0% | ||
| Q3 24 | 9.0% | 24.1% | ||
| Q2 24 | 6.4% | 17.2% |
现金转化率
BOOT
RHP
| Q1 26 | — | — | ||
| Q4 25 | 2.44× | 2.21× | ||
| Q3 25 | 0.61× | 5.88× | ||
| Q2 25 | 1.38× | 1.71× | ||
| Q1 25 | -1.15× | 1.56× | ||
| Q4 24 | 2.09× | 2.30× | ||
| Q3 24 | -0.26× | 3.70× | ||
| Q2 24 | 1.06× | 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
BOOT
暂无分部数据
RHP
| Food and beverage | $289.3M | 44% |
| Rooms | $223.8M | 34% |
| Entertainment | $79.2M | 12% |
| Other | $72.3M | 11% |