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BELLRING BRANDS, INC.（BRBR）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BELLRING BRANDS, INC.的1.2倍（$664.6M vs $537.3M），Ryman Hospitality Properties, Inc.净利率更高（10.4% vs 8.1%，领先2.3%），Ryman Hospitality Properties, Inc.同比增速更快（13.2% vs 0.8%），过去两年BELLRING BRANDS, INC.的营收复合增速更高（4.2% vs 4.1%）
Bellring Brands是一家知名营养食品企业，研发、生产及销售蛋白饮料、蛋白棒、蛋白粉等功能性营养产品，旗下拥有Premier Protein、Dymatize等知名品牌，主要面向北美市场的健康及运动爱好者，通过零售、电商等多渠道发售。
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。
BRBR vs RHP — 直观对比
营收规模更大
RHP
是对方的1.2倍
$537.3M
营收增速更快
RHP
高出12.3%
0.8%
净利率更高
RHP
高出2.3%
8.1%
两年增速更快
BRBR
近两年复合增速
4.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $537.3M | $664.6M |
| 净利润 | $43.7M | $69.4M |
| 毛利率 | 29.9% | — |
| 营业利润率 | 14.6% | 20.7% |
| 净利率 | 8.1% | 10.4% |
| 营收同比 | 0.8% | 13.2% |
| 净利润同比 | -43.2% | 10.1% |
| 每股收益（稀释后） | $0.36 | $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BRBRRHP
| Q1 26 | — | $664.6M | ||
| Q4 25 | $537.3M | $737.8M | ||
| Q3 25 | $648.2M | $592.5M | ||
| Q2 25 | $547.5M | $659.5M | ||
| Q1 25 | $588.0M | $587.3M | ||
| Q4 24 | $532.9M | $647.6M | ||
| Q3 24 | $555.8M | $550.0M | ||
| Q2 24 | $515.4M | $613.3M |
净利润BRBRRHP
| Q1 26 | — | $69.4M | ||
| Q4 25 | $43.7M | $74.5M | ||
| Q3 25 | $59.6M | $34.9M | ||
| Q2 25 | $21.0M | $71.8M | ||
| Q1 25 | $58.7M | $63.0M | ||
| Q4 24 | $76.9M | $72.3M | ||
| Q3 24 | $71.7M | $59.0M | ||
| Q2 24 | $73.7M | $100.8M |
毛利率BRBRRHP
| Q1 26 | — | — | ||
| Q4 25 | 29.9% | 41.4% | ||
| Q3 25 | 28.9% | 40.9% | ||
| Q2 25 | 35.4% | 49.7% | ||
| Q1 25 | 32.3% | 44.4% | ||
| Q4 24 | 37.5% | 40.4% | ||
| Q3 24 | 36.9% | 43.1% | ||
| Q2 24 | 36.8% | 48.4% |
营业利润率BRBRRHP
| Q1 26 | — | 20.7% | ||
| Q4 25 | 14.6% | 19.4% | ||
| Q3 25 | 15.8% | 15.0% | ||
| Q2 25 | 8.2% | 21.1% | ||
| Q1 25 | 16.2% | 19.8% | ||
| Q4 24 | 21.6% | 18.6% | ||
| Q3 24 | 20.2% | 19.3% | ||
| Q2 24 | 21.7% | 27.4% |
净利率BRBRRHP
| Q1 26 | — | 10.4% | ||
| Q4 25 | 8.1% | 10.1% | ||
| Q3 25 | 9.2% | 5.9% | ||
| Q2 25 | 3.8% | 10.9% | ||
| Q1 25 | 10.0% | 10.7% | ||
| Q4 24 | 14.4% | 11.2% | ||
| Q3 24 | 12.9% | 10.7% | ||
| Q2 24 | 14.3% | 16.4% |
每股收益（稀释后）BRBRRHP
| Q1 26 | — | $1.03 | ||
| Q4 25 | $0.36 | $1.12 | ||
| Q3 25 | $0.48 | $0.53 | ||
| Q2 25 | $0.16 | $1.12 | ||
| Q1 25 | $0.45 | $1.00 | ||
| Q4 24 | $0.59 | $1.12 | ||
| Q3 24 | $0.54 | $0.94 | ||
| Q2 24 | $0.56 | $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 | $64.1M | — |
| 总债务越低越好 | $1.2B | — |
| 股东权益账面价值 | $-510.7M | $770.8M |
| 总资产 | $1.1B | $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BRBRRHP
| Q1 26 | — | — | ||
| Q4 25 | $64.1M | $471.4M | ||
| Q3 25 | $71.8M | $483.3M | ||
| Q2 25 | $43.7M | $420.6M | ||
| Q1 25 | $28.1M | $413.9M | ||
| Q4 24 | $49.6M | $477.7M | ||
| Q3 24 | $70.8M | $534.9M | ||
| Q2 24 | $72.6M | $498.4M |
总债务BRBRRHP
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $953.7M | — | ||
| Q4 24 | $833.4M | — | ||
| Q3 24 | $833.1M | — | ||
| Q2 24 | $832.7M | — |
股东权益BRBRRHP
| Q1 26 | — | $770.8M | ||
| Q4 25 | $-510.7M | $750.2M | ||
| Q3 25 | $-453.9M | $758.5M | ||
| Q2 25 | $-309.9M | $800.4M | ||
| Q1 25 | $-254.1M | $531.5M | ||
| Q4 24 | $-146.6M | $549.0M | ||
| Q3 24 | $-205.9M | $551.9M | ||
| Q2 24 | $-243.2M | $562.6M |
总资产BRBRRHP
| Q1 26 | — | $6.2B | ||
| Q4 25 | $1.1B | $6.2B | ||
| Q3 25 | $941.0M | $6.2B | ||
| Q2 25 | $993.7M | $6.1B | ||
| Q1 25 | $947.5M | $5.2B | ||
| Q4 24 | $885.2M | $5.2B | ||
| Q3 24 | $837.0M | $5.2B | ||
| Q2 24 | $804.1M | $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 | $-3.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-7.3M | — |
| 自由现金流率自由现金流/营收 | -1.4% | — |
| 资本支出强度资本支出/营收 | 0.8% | — |
| 现金转化率经营现金流/净利润 | -0.07× | — |
| 过去12个月自由现金流最近4个季度 | $246.9M | — |
8季度趋势，按日历期对齐
经营现金流BRBRRHP
| Q1 26 | — | — | ||
| Q4 25 | $-3.1M | $164.7M | ||
| Q3 25 | $169.1M | $205.2M | ||
| Q2 25 | $40.3M | $122.5M | ||
| Q1 25 | $48.2M | $98.2M | ||
| Q4 24 | $3.0M | $166.6M | ||
| Q3 24 | $40.1M | $218.1M | ||
| Q2 24 | $69.0M | $184.3M |
自由现金流BRBRRHP
| Q1 26 | — | — | ||
| Q4 25 | $-7.3M | $58.5M | ||
| Q3 25 | $168.1M | $135.4M | ||
| Q2 25 | $38.5M | $53.0M | ||
| Q1 25 | $47.6M | $-14.5M | ||
| Q4 24 | $1.7M | $76.0M | ||
| Q3 24 | $38.9M | $85.7M | ||
| Q2 24 | $68.9M | $78.8M |
自由现金流率BRBRRHP
| Q1 26 | — | — | ||
| Q4 25 | -1.4% | 7.9% | ||
| Q3 25 | 25.9% | 22.9% | ||
| Q2 25 | 7.0% | 8.0% | ||
| Q1 25 | 8.1% | -2.5% | ||
| Q4 24 | 0.3% | 11.7% | ||
| Q3 24 | 7.0% | 15.6% | ||
| Q2 24 | 13.4% | 12.9% |
资本支出强度BRBRRHP
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 14.4% | ||
| Q3 25 | 0.2% | 11.8% | ||
| Q2 25 | 0.3% | 10.5% | ||
| Q1 25 | 0.1% | 19.2% | ||
| Q4 24 | 0.2% | 14.0% | ||
| Q3 24 | 0.2% | 24.1% | ||
| Q2 24 | 0.0% | 17.2% |
现金转化率BRBRRHP
| Q1 26 | — | — | ||
| Q4 25 | -0.07× | 2.21× | ||
| Q3 25 | 2.84× | 5.88× | ||
| Q2 25 | 1.92× | 1.71× | ||
| Q1 25 | 0.82× | 1.56× | ||
| Q4 24 | 0.04× | 2.30× | ||
| Q3 24 | 0.56× | 3.70× | ||
| Q2 24 | 0.94× | 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
BRBR
| Shakesandotherbeverages | $432.4M | 80% |
| Powders | $92.1M | 17% |
| Other Products | $12.8M | 2% |
RHP
| Food and beverage | $289.3M | 44% |
| Rooms | $223.8M | 34% |
| Entertainment | $79.2M | 12% |
| Other | $72.3M | 11% |
