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Chefs' Warehouse, Inc.（CHEF）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
Chefs' Warehouse, Inc.的季度营收约是Ryman Hospitality Properties, Inc.的1.4倍（$1.1B vs $737.8M），Ryman Hospitality Properties, Inc.净利率更高（10.1% vs 1.6%，领先8.5%），Ryman Hospitality Properties, Inc.同比增速更快（13.9% vs 11.4%），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（18.2% vs 5.3%）
Chefs' Warehouse, Inc. 是一家北美专业食品分销商，服务对象包括独立餐厅、高端餐饮场所、酒店、餐饮服务商等食品服务运营商，供应超15万种精选产品，涵盖手工食材、特色肉类、海鲜、乳制品、进口高端美食等，适配专业厨师的使用需求。
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。
CHEF vs RHP — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $737.8M |
| 净利润 | $17.4M | $74.5M |
| 毛利率 | 24.3% | 41.4% |
| 营业利润率 | 3.1% | 19.4% |
| 净利率 | 1.6% | 10.1% |
| 营收同比 | 11.4% | 13.9% |
| 净利润同比 | 68.8% | 3.0% |
| 每股收益（稀释后） | $0.40 | $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
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $737.8M | ||
| Q3 25 | $1.0B | $592.5M | ||
| Q2 25 | $1.0B | $659.5M | ||
| Q1 25 | $950.7M | $587.3M | ||
| Q4 24 | $1.0B | $647.6M | ||
| Q3 24 | $931.5M | $550.0M | ||
| Q2 24 | $954.7M | $613.3M |
| Q1 26 | $17.4M | — | ||
| Q4 25 | $21.7M | $74.5M | ||
| Q3 25 | $19.1M | $34.9M | ||
| Q2 25 | $21.2M | $71.8M | ||
| Q1 25 | $10.3M | $63.0M | ||
| Q4 24 | $23.9M | $72.3M | ||
| Q3 24 | $14.1M | $59.0M | ||
| Q2 24 | $15.5M | $100.8M |
| Q1 26 | 24.3% | — | ||
| Q4 25 | 24.2% | 41.4% | ||
| Q3 25 | 24.2% | 40.9% | ||
| Q2 25 | 24.6% | 49.7% | ||
| Q1 25 | 23.8% | 44.4% | ||
| Q4 24 | 24.3% | 40.4% | ||
| Q3 24 | 24.1% | 43.1% | ||
| Q2 24 | 24.0% | 48.4% |
| Q1 26 | 3.1% | — | ||
| Q4 25 | 3.8% | 19.4% | ||
| Q3 25 | 3.8% | 15.0% | ||
| Q2 25 | 3.9% | 21.1% | ||
| Q1 25 | 2.4% | 19.8% | ||
| Q4 24 | 4.5% | 18.6% | ||
| Q3 24 | 3.4% | 19.3% | ||
| Q2 24 | 3.5% | 27.4% |
| Q1 26 | 1.6% | — | ||
| Q4 25 | 1.9% | 10.1% | ||
| Q3 25 | 1.9% | 5.9% | ||
| Q2 25 | 2.1% | 10.9% | ||
| Q1 25 | 1.1% | 10.7% | ||
| Q4 24 | 2.3% | 11.2% | ||
| Q3 24 | 1.5% | 10.7% | ||
| Q2 24 | 1.6% | 16.4% |
| Q1 26 | $0.40 | — | ||
| Q4 25 | $0.50 | $1.12 | ||
| Q3 25 | $0.44 | $0.53 | ||
| Q2 25 | $0.49 | $1.12 | ||
| Q1 25 | $0.25 | $1.00 | ||
| Q4 24 | $0.56 | $1.12 | ||
| Q3 24 | $0.34 | $0.94 | ||
| Q2 24 | $0.37 | $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 | $122.7M | $471.4M |
| 总债务越低越好 | $750.4M | — |
| 股东权益账面价值 | $608.6M | $750.2M |
| 总资产 | $2.0B | $6.2B |
| 负债/权益比越低杠杆越低 | 1.23× | — |
8季度趋势，按日历期对齐
| Q1 26 | $122.7M | — | ||
| Q4 25 | $121.0M | $471.4M | ||
| Q3 25 | $65.1M | $483.3M | ||
| Q2 25 | $96.9M | $420.6M | ||
| Q1 25 | $116.5M | $413.9M | ||
| Q4 24 | $114.7M | $477.7M | ||
| Q3 24 | $50.7M | $534.9M | ||
| Q2 24 | $38.3M | $498.4M |
| Q1 26 | $750.4M | — | ||
| Q4 25 | $720.3M | — | ||
| Q3 25 | $711.7M | — | ||
| Q2 25 | $690.2M | — | ||
| Q1 25 | $681.1M | — | ||
| Q4 24 | $688.7M | — | ||
| Q3 24 | $666.6M | — | ||
| Q2 24 | $660.8M | — |
| Q1 26 | $608.6M | — | ||
| Q4 25 | $604.3M | $750.2M | ||
| Q3 25 | $576.6M | $758.5M | ||
| Q2 25 | $557.7M | $800.4M | ||
| Q1 25 | $541.6M | $531.5M | ||
| Q4 24 | $537.6M | $549.0M | ||
| Q3 24 | $480.3M | $551.9M | ||
| Q2 24 | $461.9M | $562.6M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $6.2B | ||
| Q3 25 | $1.9B | $6.2B | ||
| Q2 25 | $1.9B | $6.1B | ||
| Q1 25 | $1.8B | $5.2B | ||
| Q4 24 | $1.9B | $5.2B | ||
| Q3 24 | $1.8B | $5.2B | ||
| Q2 24 | $1.7B | $5.1B |
| Q1 26 | 1.23× | — | ||
| Q4 25 | 1.19× | — | ||
| Q3 25 | 1.23× | — | ||
| Q2 25 | 1.24× | — | ||
| Q1 25 | 1.26× | — | ||
| Q4 24 | 1.28× | — | ||
| Q3 24 | 1.39× | — | ||
| Q2 24 | 1.43× | — |
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 | $38.3M | $164.7M |
| 自由现金流经营现金流 - 资本支出 | — | $58.5M |
| 自由现金流率自由现金流/营收 | — | 7.9% |
| 资本支出强度资本支出/营收 | 0.7% | 14.4% |
| 现金转化率经营现金流/净利润 | 2.20× | 2.21× |
| 过去12个月自由现金流最近4个季度 | — | $232.4M |
8季度趋势，按日历期对齐
| Q1 26 | $38.3M | — | ||
| Q4 25 | $73.9M | $164.7M | ||
| Q3 25 | $-8.7M | $205.2M | ||
| Q2 25 | $14.5M | $122.5M | ||
| Q1 25 | $49.6M | $98.2M | ||
| Q4 24 | $73.0M | $166.6M | ||
| Q3 24 | $19.8M | $218.1M | ||
| Q2 24 | $29.3M | $184.3M |
| Q1 26 | — | — | ||
| Q4 25 | $65.8M | $58.5M | ||
| Q3 25 | $-19.7M | $135.4M | ||
| Q2 25 | $4.5M | $53.0M | ||
| Q1 25 | $37.2M | $-14.5M | ||
| Q4 24 | $64.6M | $76.0M | ||
| Q3 24 | $11.8M | $85.7M | ||
| Q2 24 | $13.3M | $78.8M |
| Q1 26 | — | — | ||
| Q4 25 | 5.8% | 7.9% | ||
| Q3 25 | -1.9% | 22.9% | ||
| Q2 25 | 0.4% | 8.0% | ||
| Q1 25 | 3.9% | -2.5% | ||
| Q4 24 | 6.3% | 11.7% | ||
| Q3 24 | 1.3% | 15.6% | ||
| Q2 24 | 1.4% | 12.9% |
| Q1 26 | 0.7% | — | ||
| Q4 25 | 0.7% | 14.4% | ||
| Q3 25 | 1.1% | 11.8% | ||
| Q2 25 | 1.0% | 10.5% | ||
| Q1 25 | 1.3% | 19.2% | ||
| Q4 24 | 0.8% | 14.0% | ||
| Q3 24 | 0.9% | 24.1% | ||
| Q2 24 | 1.7% | 17.2% |
| Q1 26 | 2.20× | — | ||
| Q4 25 | 3.41× | 2.21× | ||
| Q3 25 | -0.46× | 5.88× | ||
| Q2 25 | 0.68× | 1.71× | ||
| Q1 25 | 4.82× | 1.56× | ||
| Q4 24 | 3.05× | 2.30× | ||
| Q3 24 | 1.41× | 3.70× | ||
| Q2 24 | 1.89× | 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
CHEF
暂无分部数据
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% |
