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BWX Technologies, Inc.（BWXT）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
BWX Technologies, Inc.的季度营收约是Ryman Hospitality Properties, Inc.的1.2倍（$885.8M vs $737.8M），BWX Technologies, Inc.净利率更高（10.5% vs 10.1%，领先0.4%），BWX Technologies, Inc.同比增速更快（18.7% vs 13.9%），Ryman Hospitality Properties, Inc.自由现金流更多（$58.5M vs $56.8M），过去两年BWX Technologies, Inc.的营收复合增速更高（21.1% vs 18.2%）
BWX Technologies Inc.（简称BWXT）总部位于美国弗吉尼亚州林奇堡，是一家面向全球供应核部件与核燃料的专业企业，产品广泛应用于核电及核工业相关领域，服务覆盖全球多个国家和地区的客户。
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。
BWXT vs RHP — 直观对比
营收规模更大
BWXT
是对方的1.2倍
$737.8M
营收增速更快
BWXT
高出4.8%
13.9%
净利率更高
BWXT
高出0.4%
10.1%
自由现金流更多
RHP
多$1.7M
$56.8M
两年增速更快
BWXT
近两年复合增速
18.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $885.8M | $737.8M |
| 净利润 | $93.0M | $74.5M |
| 毛利率 | — | 41.4% |
| 营业利润率 | 10.4% | 19.4% |
| 净利率 | 10.5% | 10.1% |
| 营收同比 | 18.7% | 13.9% |
| 净利润同比 | 30.9% | 3.0% |
| 每股收益（稀释后） | $1.02 | $1.12 |
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BWXTRHP
| Q4 25 | $885.8M | $737.8M | ||
| Q3 25 | $866.3M | $592.5M | ||
| Q2 25 | $764.0M | $659.5M | ||
| Q1 25 | $682.3M | $587.3M | ||
| Q4 24 | $746.3M | $647.6M | ||
| Q3 24 | $672.0M | $550.0M | ||
| Q2 24 | $681.5M | $613.3M | ||
| Q1 24 | $604.0M | $528.3M |
净利润BWXTRHP
| Q4 25 | $93.0M | $74.5M | ||
| Q3 25 | $82.1M | $34.9M | ||
| Q2 25 | $78.4M | $71.8M | ||
| Q1 25 | $75.5M | $63.0M | ||
| Q4 24 | $71.0M | $72.3M | ||
| Q3 24 | $69.5M | $59.0M | ||
| Q2 24 | $73.0M | $100.8M | ||
| Q1 24 | $68.5M | $42.8M |
毛利率BWXTRHP
| Q4 25 | — | 41.4% | ||
| Q3 25 | 21.8% | 40.9% | ||
| Q2 25 | 25.1% | 49.7% | ||
| Q1 25 | 24.2% | 44.4% | ||
| Q4 24 | — | 40.4% | ||
| Q3 24 | 24.4% | 43.1% | ||
| Q2 24 | 24.7% | 48.4% | ||
| Q1 24 | 24.6% | 41.5% |
营业利润率BWXTRHP
| Q4 25 | 10.4% | 19.4% | ||
| Q3 25 | 13.1% | 15.0% | ||
| Q2 25 | 13.4% | 21.1% | ||
| Q1 25 | 14.2% | 19.8% | ||
| Q4 24 | 12.4% | 18.6% | ||
| Q3 24 | 14.4% | 19.3% | ||
| Q2 24 | 14.5% | 27.4% | ||
| Q1 24 | 15.4% | 18.2% |
净利率BWXTRHP
| Q4 25 | 10.5% | 10.1% | ||
| Q3 25 | 9.5% | 5.9% | ||
| Q2 25 | 10.3% | 10.9% | ||
| Q1 25 | 11.1% | 10.7% | ||
| Q4 24 | 9.5% | 11.2% | ||
| Q3 24 | 10.3% | 10.7% | ||
| Q2 24 | 10.7% | 16.4% | ||
| Q1 24 | 11.3% | 8.1% |
每股收益（稀释后）BWXTRHP
| Q4 25 | $1.02 | $1.12 | ||
| Q3 25 | $0.89 | $0.53 | ||
| Q2 25 | $0.85 | $1.12 | ||
| Q1 25 | $0.82 | $1.00 | ||
| Q4 24 | $0.77 | $1.12 | ||
| Q3 24 | $0.76 | $0.94 | ||
| Q2 24 | $0.79 | $1.65 | ||
| Q1 24 | $0.75 | $0.67 |
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 | $499.8M | $471.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.2B | $750.2M |
| 总资产 | $4.3B | $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BWXTRHP
| Q4 25 | $499.8M | $471.4M | ||
| Q3 25 | $79.6M | $483.3M | ||
| Q2 25 | $37.0M | $420.6M | ||
| Q1 25 | $55.4M | $413.9M | ||
| Q4 24 | $74.1M | $477.7M | ||
| Q3 24 | $35.5M | $534.9M | ||
| Q2 24 | $48.3M | $498.4M | ||
| Q1 24 | $45.9M | $465.3M |
股东权益BWXTRHP
| Q4 25 | $1.2B | $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 | $1.1B | $551.9M | ||
| Q2 24 | $998.5M | $562.6M | ||
| Q1 24 | $946.2M | $529.9M |
总资产BWXTRHP
| Q4 25 | $4.3B | $6.2B | ||
| Q3 25 | $3.8B | $6.2B | ||
| Q2 25 | $3.7B | $6.1B | ||
| Q1 25 | $3.1B | $5.2B | ||
| Q4 24 | $2.9B | $5.2B | ||
| Q3 24 | $2.9B | $5.2B | ||
| Q2 24 | $2.8B | $5.1B | ||
| Q1 24 | $2.8B | $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 | $127.0M | $164.7M |
| 自由现金流经营现金流 - 资本支出 | $56.8M | $58.5M |
| 自由现金流率自由现金流/营收 | 6.4% | 7.9% |
| 资本支出强度资本支出/营收 | 7.9% | 14.4% |
| 现金转化率经营现金流/净利润 | 1.37× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $295.3M | $232.4M |
8季度趋势，按日历期对齐
经营现金流BWXTRHP
| Q4 25 | $127.0M | $164.7M | ||
| Q3 25 | $143.2M | $205.2M | ||
| Q2 25 | $159.0M | $122.5M | ||
| Q1 25 | $50.6M | $98.2M | ||
| Q4 24 | $276.9M | $166.6M | ||
| Q3 24 | $32.6M | $218.1M | ||
| Q2 24 | $65.9M | $184.3M | ||
| Q1 24 | $33.0M | $7.5M |
自由现金流BWXTRHP
| Q4 25 | $56.8M | $58.5M | ||
| Q3 25 | $94.9M | $135.4M | ||
| Q2 25 | $126.3M | $53.0M | ||
| Q1 25 | $17.3M | $-14.5M | ||
| Q4 24 | $224.4M | $76.0M | ||
| Q3 24 | $-7.7M | $85.7M | ||
| Q2 24 | $35.5M | $78.8M | ||
| Q1 24 | $2.6M | $-72.0M |
自由现金流率BWXTRHP
| Q4 25 | 6.4% | 7.9% | ||
| Q3 25 | 11.0% | 22.9% | ||
| Q2 25 | 16.5% | 8.0% | ||
| Q1 25 | 2.5% | -2.5% | ||
| Q4 24 | 30.1% | 11.7% | ||
| Q3 24 | -1.1% | 15.6% | ||
| Q2 24 | 5.2% | 12.9% | ||
| Q1 24 | 0.4% | -13.6% |
资本支出强度BWXTRHP
| Q4 25 | 7.9% | 14.4% | ||
| Q3 25 | 5.6% | 11.8% | ||
| Q2 25 | 4.3% | 10.5% | ||
| Q1 25 | 4.9% | 19.2% | ||
| Q4 24 | 7.0% | 14.0% | ||
| Q3 24 | 6.0% | 24.1% | ||
| Q2 24 | 4.5% | 17.2% | ||
| Q1 24 | 5.0% | 15.0% |
现金转化率BWXTRHP
| Q4 25 | 1.37× | 2.21× | ||
| Q3 25 | 1.74× | 5.88× | ||
| Q2 25 | 2.03× | 1.71× | ||
| Q1 25 | 0.67× | 1.56× | ||
| Q4 24 | 3.90× | 2.30× | ||
| Q3 24 | 0.47× | 3.70× | ||
| Q2 24 | 0.90× | 1.83× | ||
| Q1 24 | 0.48× | 0.17× |
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
BWXT
| Nuclear Component Program | $436.4M | 49% |
| Nuclear Manufacturing | $134.8M | 15% |
| Cost Plus Fee | $116.1M | 13% |
| Uranium And Nuclear Services | $103.8M | 12% |
| Commercial Operations | $49.0M | 6% |
| Commercial Operations Segment | $33.7M | 4% |
| Transferred At Point In Time | $1.3M | 0% |
RHP
| Hotel Other | $157.7M | 21% |
| Gaylord Opryland | $147.4M | 20% |
| Hotel Transient Rooms | $93.6M | 13% |
| Hotel Food And Beverage Outlets | $92.2M | 12% |
| Gaylord Palms | $88.2M | 12% |
| Jw Marriott Hill Country | $53.7M | 7% |
| Entertainment Admissions And Ticketing | $43.1M | 6% |
| Entertainment Food And Beverage | $38.1M | 5% |
| Entertainment Retail And Other | $28.3M | 4% |
| Ac Hotel | $2.4M | 0% |
