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BlueLinx Holdings Inc.（BXC）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
BlueLinx Holdings Inc.的季度营收约是Ryman Hospitality Properties, Inc.的1.0倍（$748.9M vs $737.8M），Ryman Hospitality Properties, Inc.净利率更高（10.1% vs 0.2%，领先9.9%），Ryman Hospitality Properties, Inc.同比增速更快（13.9% vs 0.2%），Ryman Hospitality Properties, Inc.自由现金流更多（$58.5M vs $52.7M），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（18.2% vs 2.5%）
BlueLinx Holdings Inc.是美国经营建材与工业产品的批发分销商，总部位于佐治亚州亚特兰大，目前由Shyam Reddy担任公司总裁兼首席执行官，在美国本土相关分销领域开展业务
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。
BXC vs RHP — 直观对比
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $748.9M | $737.8M |
| 净利润 | $1.7M | $74.5M |
| 毛利率 | 14.4% | 41.4% |
| 营业利润率 | 1.3% | 19.4% |
| 净利率 | 0.2% | 10.1% |
| 营收同比 | 0.2% | 13.9% |
| 净利润同比 | -89.7% | 3.0% |
| 每股收益（稀释后） | $0.20 | $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
| Q4 25 | — | $737.8M | ||
| Q3 25 | $748.9M | $592.5M | ||
| Q2 25 | $780.1M | $659.5M | ||
| Q1 25 | $709.2M | $587.3M | ||
| Q4 24 | $710.6M | $647.6M | ||
| Q3 24 | $747.3M | $550.0M | ||
| Q2 24 | $768.4M | $613.3M | ||
| Q1 24 | $726.2M | $528.3M |
| Q4 25 | — | $74.5M | ||
| Q3 25 | $1.7M | $34.9M | ||
| Q2 25 | $4.3M | $71.8M | ||
| Q1 25 | $2.8M | $63.0M | ||
| Q4 24 | — | $72.3M | ||
| Q3 24 | $16.0M | $59.0M | ||
| Q2 24 | $14.3M | $100.8M | ||
| Q1 24 | $17.5M | $42.8M |
| Q4 25 | — | 41.4% | ||
| Q3 25 | 14.4% | 40.9% | ||
| Q2 25 | 15.3% | 49.7% | ||
| Q1 25 | 15.7% | 44.4% | ||
| Q4 24 | 15.9% | 40.4% | ||
| Q3 24 | 16.8% | 43.1% | ||
| Q2 24 | 15.9% | 48.4% | ||
| Q1 24 | 17.6% | 41.5% |
| Q4 25 | — | 19.4% | ||
| Q3 25 | 1.3% | 15.0% | ||
| Q2 25 | 1.9% | 21.1% | ||
| Q1 25 | 1.5% | 19.8% | ||
| Q4 24 | 1.7% | 18.6% | ||
| Q3 24 | 3.2% | 19.3% | ||
| Q2 24 | 3.1% | 27.4% | ||
| Q1 24 | 3.8% | 18.2% |
| Q4 25 | — | 10.1% | ||
| Q3 25 | 0.2% | 5.9% | ||
| Q2 25 | 0.6% | 10.9% | ||
| Q1 25 | 0.4% | 10.7% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | 2.1% | 10.7% | ||
| Q2 24 | 1.9% | 16.4% | ||
| Q1 24 | 2.4% | 8.1% |
| Q4 25 | — | $1.12 | ||
| Q3 25 | $0.20 | $0.53 | ||
| Q2 25 | $0.54 | $1.12 | ||
| Q1 25 | $0.33 | $1.00 | ||
| Q4 24 | $0.67 | $1.12 | ||
| Q3 24 | $1.87 | $0.94 | ||
| Q2 24 | $1.65 | $1.65 | ||
| Q1 24 | $2.00 | $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 | $429.4M | $471.4M |
| 总债务越低越好 | $598.5M | — |
| 股东权益账面价值 | $623.0M | $750.2M |
| 总资产 | $1.6B | $6.2B |
| 负债/权益比越低杠杆越低 | 0.96× | — |
8季度趋势，按日历期对齐
| Q4 25 | — | $471.4M | ||
| Q3 25 | $429.4M | $483.3M | ||
| Q2 25 | $386.8M | $420.6M | ||
| Q1 25 | $449.0M | $413.9M | ||
| Q4 24 | $505.6M | $477.7M | ||
| Q3 24 | $526.3M | $534.9M | ||
| Q2 24 | $491.4M | $498.4M | ||
| Q1 24 | $481.3M | $465.3M |
| Q4 25 | — | — | ||
| Q3 25 | $598.5M | — | ||
| Q2 25 | $596.4M | — | ||
| Q1 25 | $596.6M | — | ||
| Q4 24 | $575.1M | — | ||
| Q3 24 | $576.0M | — | ||
| Q2 24 | $574.6M | — | ||
| Q1 24 | $574.0M | — |
| Q4 25 | — | $750.2M | ||
| Q3 25 | $623.0M | $758.5M | ||
| Q2 25 | $621.3M | $800.4M | ||
| Q1 25 | $636.1M | $531.5M | ||
| Q4 24 | $646.4M | $549.0M | ||
| Q3 24 | $655.6M | $551.9M | ||
| Q2 24 | $652.3M | $562.6M | ||
| Q1 24 | $653.2M | $529.9M |
| Q4 25 | — | $6.2B | ||
| Q3 25 | $1.6B | $6.2B | ||
| Q2 25 | $1.6B | $6.1B | ||
| Q1 25 | $1.6B | $5.2B | ||
| Q4 24 | $1.6B | $5.2B | ||
| Q3 24 | $1.6B | $5.2B | ||
| Q2 24 | $1.6B | $5.1B | ||
| Q1 24 | $1.6B | $5.1B |
| Q4 25 | — | — | ||
| Q3 25 | 0.96× | — | ||
| Q2 25 | 0.96× | — | ||
| Q1 25 | 0.94× | — | ||
| Q4 24 | 0.89× | — | ||
| Q3 24 | 0.88× | — | ||
| Q2 24 | 0.88× | — | ||
| Q1 24 | 0.88× | — |
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 | $58.6M | $164.7M |
| 自由现金流经营现金流 - 资本支出 | $52.7M | $58.5M |
| 自由现金流率自由现金流/营收 | 7.0% | 7.9% |
| 资本支出强度资本支出/营收 | 0.8% | 14.4% |
| 现金转化率经营现金流/净利润 | 35.42× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $-25.1M | $232.4M |
8季度趋势，按日历期对齐
| Q4 25 | — | $164.7M | ||
| Q3 25 | $58.6M | $205.2M | ||
| Q2 25 | $-26.8M | $122.5M | ||
| Q1 25 | $-33.9M | $98.2M | ||
| Q4 24 | $18.7M | $166.6M | ||
| Q3 24 | $61.8M | $218.1M | ||
| Q2 24 | $35.8M | $184.3M | ||
| Q1 24 | $-31.1M | $7.5M |
| Q4 25 | — | $58.5M | ||
| Q3 25 | $52.7M | $135.4M | ||
| Q2 25 | $-36.4M | $53.0M | ||
| Q1 25 | $-39.8M | $-14.5M | ||
| Q4 24 | $-1.5M | $76.0M | ||
| Q3 24 | $53.8M | $85.7M | ||
| Q2 24 | $29.3M | $78.8M | ||
| Q1 24 | $-36.6M | $-72.0M |
| Q4 25 | — | 7.9% | ||
| Q3 25 | 7.0% | 22.9% | ||
| Q2 25 | -4.7% | 8.0% | ||
| Q1 25 | -5.6% | -2.5% | ||
| Q4 24 | -0.2% | 11.7% | ||
| Q3 24 | 7.2% | 15.6% | ||
| Q2 24 | 3.8% | 12.9% | ||
| Q1 24 | -5.0% | -13.6% |
| Q4 25 | — | 14.4% | ||
| Q3 25 | 0.8% | 11.8% | ||
| Q2 25 | 1.2% | 10.5% | ||
| Q1 25 | 0.8% | 19.2% | ||
| Q4 24 | 2.9% | 14.0% | ||
| Q3 24 | 1.1% | 24.1% | ||
| Q2 24 | 0.8% | 17.2% | ||
| Q1 24 | 0.8% | 15.0% |
| Q4 25 | — | 2.21× | ||
| Q3 25 | 35.42× | 5.88× | ||
| Q2 25 | -6.21× | 1.71× | ||
| Q1 25 | -12.09× | 1.56× | ||
| Q4 24 | — | 2.30× | ||
| Q3 24 | 3.86× | 3.70× | ||
| Q2 24 | 2.50× | 1.83× | ||
| Q1 24 | -1.78× | 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
BXC
| Specialty Products | $525.5M | 70% |
| Structural Products | $223.4M | 30% |
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% |
