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德康医疗（DXCM）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
德康医疗的季度营收约是Ryman Hospitality Properties, Inc.的1.7倍（$1.3B vs $737.8M），德康医疗净利率更高（21.2% vs 10.1%，领先11.1%），德康医疗同比增速更快（21.6% vs 13.9%），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（18.2% vs 12.0%）
德康医疗是美国跨国医疗保健企业，专注于研发、生产及销售糖尿病管理领域的连续血糖监测（CGM）系列系统。其全球总部及研发中心位于美国加利福尼亚州圣地亚哥，生产基地分布于美国亚利桑那州梅萨、马来西亚峇都交湾及爱尔兰戈尔韦郡阿斯里。
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。
DXCM vs RHP — 直观对比
营收规模更大
DXCM
是对方的1.7倍
$737.8M
营收增速更快
DXCM
高出7.7%
13.9%
净利率更高
DXCM
高出11.1%
10.1%
两年增速更快
RHP
近两年复合增速
12.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $737.8M |
| 净利润 | $267.3M | $74.5M |
| 毛利率 | 62.9% | 41.4% |
| 营业利润率 | 25.6% | 19.4% |
| 净利率 | 21.2% | 10.1% |
| 营收同比 | 21.6% | 13.9% |
| 净利润同比 | 153.6% | 3.0% |
| 每股收益（稀释后） | $0.67 | $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DXCMRHP
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $737.8M | ||
| Q3 25 | $1.2B | $592.5M | ||
| Q2 25 | $1.2B | $659.5M | ||
| Q1 25 | $1.0B | $587.3M | ||
| Q4 24 | $1.1B | $647.6M | ||
| Q3 24 | $994.2M | $550.0M | ||
| Q2 24 | $1.0B | $613.3M |
净利润DXCMRHP
| Q1 26 | $267.3M | — | ||
| Q4 25 | $267.3M | $74.5M | ||
| Q3 25 | $283.8M | $34.9M | ||
| Q2 25 | $179.8M | $71.8M | ||
| Q1 25 | $105.4M | $63.0M | ||
| Q4 24 | $151.7M | $72.3M | ||
| Q3 24 | $134.6M | $59.0M | ||
| Q2 24 | $143.5M | $100.8M |
毛利率DXCMRHP
| Q1 26 | 62.9% | — | ||
| Q4 25 | 62.9% | 41.4% | ||
| Q3 25 | 60.5% | 40.9% | ||
| Q2 25 | 59.5% | 49.7% | ||
| Q1 25 | 56.9% | 44.4% | ||
| Q4 24 | 58.9% | 40.4% | ||
| Q3 24 | 59.7% | 43.1% | ||
| Q2 24 | 62.4% | 48.4% |
营业利润率DXCMRHP
| Q1 26 | 25.6% | — | ||
| Q4 25 | 25.6% | 19.4% | ||
| Q3 25 | 20.1% | 15.0% | ||
| Q2 25 | 18.4% | 21.1% | ||
| Q1 25 | 12.9% | 19.8% | ||
| Q4 24 | 17.0% | 18.6% | ||
| Q3 24 | 15.3% | 19.3% | ||
| Q2 24 | 15.7% | 27.4% |
净利率DXCMRHP
| Q1 26 | 21.2% | — | ||
| Q4 25 | 21.2% | 10.1% | ||
| Q3 25 | 23.5% | 5.9% | ||
| Q2 25 | 15.5% | 10.9% | ||
| Q1 25 | 10.2% | 10.7% | ||
| Q4 24 | 13.6% | 11.2% | ||
| Q3 24 | 13.5% | 10.7% | ||
| Q2 24 | 14.3% | 16.4% |
每股收益（稀释后）DXCMRHP
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.67 | $1.12 | ||
| Q3 25 | $0.70 | $0.53 | ||
| Q2 25 | $0.45 | $1.12 | ||
| Q1 25 | $0.27 | $1.00 | ||
| Q4 24 | $0.37 | $1.12 | ||
| Q3 24 | $0.34 | $0.94 | ||
| Q2 24 | $0.35 | $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 | $917.7M | $471.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $750.2M |
| 总资产 | $6.3B | $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DXCMRHP
| Q1 26 | $917.7M | — | ||
| Q4 25 | $917.7M | $471.4M | ||
| Q3 25 | $1.8B | $483.3M | ||
| Q2 25 | $1.2B | $420.6M | ||
| Q1 25 | $904.9M | $413.9M | ||
| Q4 24 | $606.1M | $477.7M | ||
| Q3 24 | $621.2M | $534.9M | ||
| Q2 24 | $939.2M | $498.4M |
股东权益DXCMRHP
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $750.2M | ||
| Q3 25 | $2.7B | $758.5M | ||
| Q2 25 | $2.6B | $800.4M | ||
| Q1 25 | $2.3B | $531.5M | ||
| Q4 24 | $2.1B | $549.0M | ||
| Q3 24 | $2.0B | $551.9M | ||
| Q2 24 | $2.4B | $562.6M |
总资产DXCMRHP
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.3B | $6.2B | ||
| Q3 25 | $7.5B | $6.2B | ||
| Q2 25 | $7.3B | $6.1B | ||
| Q1 25 | $6.8B | $5.2B | ||
| Q4 24 | $6.5B | $5.2B | ||
| Q3 24 | $6.4B | $5.2B | ||
| Q2 24 | $6.8B | $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 | — | $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 | — | 14.4% |
| 现金转化率经营现金流/净利润 | — | 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
经营现金流DXCMRHP
| Q1 26 | — | — | ||
| Q4 25 | $294.0M | $164.7M | ||
| Q3 25 | $659.9M | $205.2M | ||
| Q2 25 | $303.0M | $122.5M | ||
| Q1 25 | $183.8M | $98.2M | ||
| Q4 24 | $301.4M | $166.6M | ||
| Q3 24 | $199.5M | $218.1M | ||
| Q2 24 | $279.4M | $184.3M |
自由现金流DXCMRHP
| Q1 26 | — | — | ||
| Q4 25 | $192.1M | $58.5M | ||
| Q3 25 | $579.4M | $135.4M | ||
| Q2 25 | $208.9M | $53.0M | ||
| Q1 25 | $96.8M | $-14.5M | ||
| Q4 24 | $176.8M | $76.0M | ||
| Q3 24 | $88.3M | $85.7M | ||
| Q2 24 | $213.3M | $78.8M |
自由现金流率DXCMRHP
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | 7.9% | ||
| Q3 25 | 47.9% | 22.9% | ||
| Q2 25 | 18.1% | 8.0% | ||
| Q1 25 | 9.3% | -2.5% | ||
| Q4 24 | 15.9% | 11.7% | ||
| Q3 24 | 8.9% | 15.6% | ||
| Q2 24 | 21.2% | 12.9% |
资本支出强度DXCMRHP
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 14.4% | ||
| Q3 25 | 6.7% | 11.8% | ||
| Q2 25 | 8.1% | 10.5% | ||
| Q1 25 | 8.4% | 19.2% | ||
| Q4 24 | 11.2% | 14.0% | ||
| Q3 24 | 11.2% | 24.1% | ||
| Q2 24 | 6.6% | 17.2% |
现金转化率DXCMRHP
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 2.21× | ||
| Q3 25 | 2.33× | 5.88× | ||
| Q2 25 | 1.69× | 1.71× | ||
| Q1 25 | 1.74× | 1.56× | ||
| Q4 24 | 1.99× | 2.30× | ||
| Q3 24 | 1.48× | 3.70× | ||
| Q2 24 | 1.95× | 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
DXCM
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% |
