vs
卡彭特科技（CRS）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
卡彭特科技的季度营收约是Ryman Hospitality Properties, Inc.的1.2倍（$811.5M vs $664.6M），卡彭特科技净利率更高（17.2% vs 10.4%，领先6.8%），Ryman Hospitality Properties, Inc.同比增速更快（13.2% vs 11.6%），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（4.1% vs 0.8%）
卡彭特科技是全球特种合金材料供应商，主营不锈钢、耐腐蚀镍、铜、钛合金及3D增材制造用粉末合金的研发、生产与分销。2018财年其营收分布为：航空航天与国防占55%，工业与消费品占17%，医疗占8%，交通、能源各占7%，分销业务占6%。
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。
CRS vs RHP — 直观对比
营收规模更大
CRS
是对方的1.2倍
$664.6M
营收增速更快
RHP
高出1.5%
11.6%
净利率更高
CRS
高出6.8%
10.4%
两年增速更快
RHP
近两年复合增速
0.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $811.5M | $664.6M |
| 净利润 | $139.6M | $69.4M |
| 毛利率 | 31.0% | — |
| 营业利润率 | 23.0% | 20.7% |
| 净利率 | 17.2% | 10.4% |
| 营收同比 | 11.6% | 13.2% |
| 净利润同比 | 46.3% | 10.1% |
| 每股收益（稀释后） | $2.77 | $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CRSRHP
| Q1 26 | $811.5M | $664.6M | ||
| Q4 25 | $728.0M | $737.8M | ||
| Q3 25 | $733.7M | $592.5M | ||
| Q2 25 | $755.6M | $659.5M | ||
| Q1 25 | $727.0M | $587.3M | ||
| Q4 24 | $676.9M | $647.6M | ||
| Q3 24 | $717.6M | $550.0M | ||
| Q2 24 | $798.7M | $613.3M |
净利润CRSRHP
| Q1 26 | $139.6M | $69.4M | ||
| Q4 25 | $105.3M | $74.5M | ||
| Q3 25 | $122.5M | $34.9M | ||
| Q2 25 | $111.7M | $71.8M | ||
| Q1 25 | $95.4M | $63.0M | ||
| Q4 24 | $84.1M | $72.3M | ||
| Q3 24 | $84.8M | $59.0M | ||
| Q2 24 | $93.6M | $100.8M |
毛利率CRSRHP
| Q1 26 | 31.0% | — | ||
| Q4 25 | 30.0% | 41.4% | ||
| Q3 25 | 29.5% | 40.9% | ||
| Q2 25 | 28.3% | 49.7% | ||
| Q1 25 | 27.6% | 44.4% | ||
| Q4 24 | 26.2% | 40.4% | ||
| Q3 24 | 24.6% | 43.1% | ||
| Q2 24 | 23.9% | 48.4% |
营业利润率CRSRHP
| Q1 26 | 23.0% | 20.7% | ||
| Q4 25 | 21.3% | 19.4% | ||
| Q3 25 | 20.9% | 15.0% | ||
| Q2 25 | 20.1% | 21.1% | ||
| Q1 25 | 19.0% | 19.8% | ||
| Q4 24 | 17.6% | 18.6% | ||
| Q3 24 | 15.8% | 19.3% | ||
| Q2 24 | 13.6% | 27.4% |
净利率CRSRHP
| Q1 26 | 17.2% | 10.4% | ||
| Q4 25 | 14.5% | 10.1% | ||
| Q3 25 | 16.7% | 5.9% | ||
| Q2 25 | 14.8% | 10.9% | ||
| Q1 25 | 13.1% | 10.7% | ||
| Q4 24 | 12.4% | 11.2% | ||
| Q3 24 | 11.8% | 10.7% | ||
| Q2 24 | 11.7% | 16.4% |
每股收益（稀释后）CRSRHP
| Q1 26 | $2.77 | $1.03 | ||
| Q4 25 | $2.09 | $1.12 | ||
| Q3 25 | $2.43 | $0.53 | ||
| Q2 25 | $2.21 | $1.12 | ||
| Q1 25 | $1.88 | $1.00 | ||
| Q4 24 | $1.66 | $1.12 | ||
| Q3 24 | $1.67 | $0.94 | ||
| Q2 24 | $1.85 | $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 | $294.8M | — |
| 总债务越低越好 | $690.4M | — |
| 股东权益账面价值 | $2.1B | $770.8M |
| 总资产 | $3.7B | $6.2B |
| 负债/权益比越低杠杆越低 | 0.33× | — |
8季度趋势，按日历期对齐
现金及短期投资CRSRHP
| Q1 26 | $294.8M | — | ||
| Q4 25 | $231.9M | $471.4M | ||
| Q3 25 | $208.0M | $483.3M | ||
| Q2 25 | $315.5M | $420.6M | ||
| Q1 25 | $151.5M | $413.9M | ||
| Q4 24 | $162.1M | $477.7M | ||
| Q3 24 | $150.2M | $534.9M | ||
| Q2 24 | $199.1M | $498.4M |
总债务CRSRHP
| Q1 26 | $690.4M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益CRSRHP
| Q1 26 | $2.1B | $770.8M | ||
| Q4 25 | $2.0B | $750.2M | ||
| Q3 25 | $1.9B | $758.5M | ||
| Q2 25 | $1.9B | $800.4M | ||
| Q1 25 | $1.8B | $531.5M | ||
| Q4 24 | $1.7B | $549.0M | ||
| Q3 24 | $1.7B | $551.9M | ||
| Q2 24 | $1.6B | $562.6M |
总资产CRSRHP
| Q1 26 | $3.7B | $6.2B | ||
| Q4 25 | $3.5B | $6.2B | ||
| Q3 25 | $3.4B | $6.2B | ||
| Q2 25 | $3.5B | $6.1B | ||
| Q1 25 | $3.4B | $5.2B | ||
| Q4 24 | $3.3B | $5.2B | ||
| Q3 24 | $3.3B | $5.2B | ||
| Q2 24 | $3.3B | $5.1B |
负债/权益比CRSRHP
| Q1 26 | 0.33× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $124.8M | — |
| 自由现金流率自由现金流/营收 | 15.4% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $407.5M | — |
8季度趋势，按日历期对齐
经营现金流CRSRHP
| Q1 26 | — | — | ||
| Q4 25 | $132.2M | $164.7M | ||
| Q3 25 | $39.2M | $205.2M | ||
| Q2 25 | $258.1M | $122.5M | ||
| Q1 25 | $74.2M | $98.2M | ||
| Q4 24 | $67.9M | $166.6M | ||
| Q3 24 | $40.2M | $218.1M | ||
| Q2 24 | $169.5M | $184.3M |
自由现金流CRSRHP
| Q1 26 | $124.8M | — | ||
| Q4 25 | $85.9M | $58.5M | ||
| Q3 25 | $-3.4M | $135.4M | ||
| Q2 25 | $200.2M | $53.0M | ||
| Q1 25 | $34.0M | $-14.5M | ||
| Q4 24 | $38.6M | $76.0M | ||
| Q3 24 | $13.3M | $85.7M | ||
| Q2 24 | $141.8M | $78.8M |
自由现金流率CRSRHP
| Q1 26 | 15.4% | — | ||
| Q4 25 | 11.8% | 7.9% | ||
| Q3 25 | -0.5% | 22.9% | ||
| Q2 25 | 26.5% | 8.0% | ||
| Q1 25 | 4.7% | -2.5% | ||
| Q4 24 | 5.7% | 11.7% | ||
| Q3 24 | 1.9% | 15.6% | ||
| Q2 24 | 17.8% | 12.9% |
资本支出强度CRSRHP
| Q1 26 | — | — | ||
| Q4 25 | 6.4% | 14.4% | ||
| Q3 25 | 5.8% | 11.8% | ||
| Q2 25 | 7.7% | 10.5% | ||
| Q1 25 | 5.5% | 19.2% | ||
| Q4 24 | 4.3% | 14.0% | ||
| Q3 24 | 3.7% | 24.1% | ||
| Q2 24 | 3.5% | 17.2% |
现金转化率CRSRHP
| Q1 26 | — | — | ||
| Q4 25 | 1.26× | 2.21× | ||
| Q3 25 | 0.32× | 5.88× | ||
| Q2 25 | 2.31× | 1.71× | ||
| Q1 25 | 0.78× | 1.56× | ||
| Q4 24 | 0.81× | 2.30× | ||
| Q3 24 | 0.47× | 3.70× | ||
| Q2 24 | 1.81× | 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
CRS
| Aerospace and Defense | $435.6M | 54% |
| Surcharge revenue | $155.9M | 19% |
| Industrial and Consumer | $78.1M | 10% |
| Medical | $51.7M | 6% |
| Energy | $50.5M | 6% |
| Distribution | $20.4M | 3% |
| Transportation | $19.3M | 2% |
RHP
| Food and beverage | $289.3M | 44% |
| Rooms | $223.8M | 34% |
| Entertainment | $79.2M | 12% |
| Other | $72.3M | 11% |
