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Cinemark Holdings, Inc.(CNK)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
Cinemark Holdings, Inc.的季度营收约是Ryman Hospitality Properties, Inc.的1.2倍($776.3M vs $664.6M),Ryman Hospitality Properties, Inc.净利率更高(10.4% vs 4.4%,领先6.1%),Ryman Hospitality Properties, Inc.同比增速更快(13.2% vs -4.7%),过去两年Cinemark Holdings, Inc.的营收复合增速更高(15.8% vs 4.1%)
Cinemark Holdings, Inc.是1977年成立的美国连锁影院品牌,总部位于得克萨斯州普莱诺,业务覆盖美洲多地。截至2025年3月,其在美国及拉美地区共运营497家影院、5653块银幕,同时是巴西最大的连锁影院,当地市场份额达30%。
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。
CNK vs RHP — 直观对比
营收规模更大
CNK
是对方的1.2倍
$664.6M
营收增速更快
RHP
高出17.8%
-4.7%
净利率更高
RHP
高出6.1%
4.4%
两年增速更快
CNK
近两年复合增速
4.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $776.3M | $664.6M |
| 净利润 | $34.1M | $69.4M |
| 毛利率 | — | — |
| 营业利润率 | — | 20.7% |
| 净利率 | 4.4% | 10.4% |
| 营收同比 | -4.7% | 13.2% |
| 净利润同比 | -33.5% | 10.1% |
| 每股收益(稀释后) | $0.33 | $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
CNK
RHP
| Q1 26 | — | $664.6M | ||
| Q4 25 | $776.3M | $737.8M | ||
| Q3 25 | $857.5M | $592.5M | ||
| Q2 25 | $940.5M | $659.5M | ||
| Q1 25 | $540.7M | $587.3M | ||
| Q4 24 | $814.3M | $647.6M | ||
| Q3 24 | $921.8M | $550.0M | ||
| Q2 24 | $734.2M | $613.3M |
净利润
CNK
RHP
| Q1 26 | — | $69.4M | ||
| Q4 25 | $34.1M | $74.5M | ||
| Q3 25 | $49.5M | $34.9M | ||
| Q2 25 | $93.5M | $71.8M | ||
| Q1 25 | $-38.9M | $63.0M | ||
| Q4 24 | $51.3M | $72.3M | ||
| Q3 24 | $187.8M | $59.0M | ||
| Q2 24 | $45.8M | $100.8M |
毛利率
CNK
RHP
| Q1 26 | — | — | ||
| Q4 25 | — | 41.4% | ||
| Q3 25 | — | 40.9% | ||
| Q2 25 | — | 49.7% | ||
| Q1 25 | — | 44.4% | ||
| Q4 24 | — | 40.4% | ||
| Q3 24 | — | 43.1% | ||
| Q2 24 | — | 48.4% |
营业利润率
CNK
RHP
| Q1 26 | — | 20.7% | ||
| Q4 25 | — | 19.4% | ||
| Q3 25 | — | 15.0% | ||
| Q2 25 | — | 21.1% | ||
| Q1 25 | — | 19.8% | ||
| Q4 24 | — | 18.6% | ||
| Q3 24 | — | 19.3% | ||
| Q2 24 | — | 27.4% |
净利率
CNK
RHP
| Q1 26 | — | 10.4% | ||
| Q4 25 | 4.4% | 10.1% | ||
| Q3 25 | 5.8% | 5.9% | ||
| Q2 25 | 9.9% | 10.9% | ||
| Q1 25 | -7.2% | 10.7% | ||
| Q4 24 | 6.3% | 11.2% | ||
| Q3 24 | 20.4% | 10.7% | ||
| Q2 24 | 6.2% | 16.4% |
每股收益(稀释后)
CNK
RHP
| Q1 26 | — | $1.03 | ||
| Q4 25 | $0.33 | $1.12 | ||
| Q3 25 | $0.40 | $0.53 | ||
| Q2 25 | $0.63 | $1.12 | ||
| Q1 25 | $-0.32 | $1.00 | ||
| Q4 24 | $0.36 | $1.12 | ||
| Q3 24 | $1.19 | $0.94 | ||
| Q2 24 | $0.32 | $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 | — | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $770.8M |
| 总资产 | — | $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
CNK
RHP
| Q1 26 | — | — | ||
| Q4 25 | — | $471.4M | ||
| Q3 25 | — | $483.3M | ||
| Q2 25 | — | $420.6M | ||
| Q1 25 | — | $413.9M | ||
| Q4 24 | — | $477.7M | ||
| Q3 24 | — | $534.9M | ||
| Q2 24 | — | $498.4M |
股东权益
CNK
RHP
| Q1 26 | — | $770.8M | ||
| Q4 25 | — | $750.2M | ||
| Q3 25 | — | $758.5M | ||
| Q2 25 | — | $800.4M | ||
| Q1 25 | — | $531.5M | ||
| Q4 24 | — | $549.0M | ||
| Q3 24 | — | $551.9M | ||
| Q2 24 | — | $562.6M |
总资产
CNK
RHP
| Q1 26 | — | $6.2B | ||
| Q4 25 | — | $6.2B | ||
| Q3 25 | — | $6.2B | ||
| Q2 25 | — | $6.1B | ||
| Q1 25 | — | $5.2B | ||
| Q4 24 | — | $5.2B | ||
| Q3 24 | — | $5.2B | ||
| Q2 24 | — | $5.1B |
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
CNK
| Admissions Revenue | $383.8M | 49% |
| Concessions | $302.4M | 39% |
| Other Revenue | $37.5M | 5% |
| Transferred Over Time | $28.2M | 4% |
| Screen Advertising Screen Rental And Promotional Revenues | $24.4M | 3% |
RHP
| Food and beverage | $289.3M | 44% |
| Rooms | $223.8M | 34% |
| Entertainment | $79.2M | 12% |
| Other | $72.3M | 11% |