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DYCOM INDUSTRIES INC（DY）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
DYCOM INDUSTRIES INC的季度营收约是Ryman Hospitality Properties, Inc.的2.2倍（$1.5B vs $664.6M），Ryman Hospitality Properties, Inc.净利率更高（10.4% vs 7.3%，领先3.1%），DYCOM INDUSTRIES INC同比增速更快（14.1% vs 13.2%），过去两年DYCOM INDUSTRIES INC的营收复合增速更高（23.5% vs 4.1%）
本公司是美国基础设施服务供应商，服务覆盖电力、管道、工业、通信四大领域，具备各类网络基础设施的规划、设计、安装、项目管理、运维及抢修能力。成立以来坚持内生增长，同时已收购150多家电力承包行业企业，为众多大型电力领域客户提供专业服务。
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。
DY vs RHP — 直观对比
营收规模更大
DY
是对方的2.2倍
$664.6M
营收增速更快
DY
高出1.0%
13.2%
净利率更高
RHP
高出3.1%
7.3%
两年增速更快
DY
近两年复合增速
4.1%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $664.6M |
| 净利润 | $106.4M | $69.4M |
| 毛利率 | — | — |
| 营业利润率 | 9.7% | 20.7% |
| 净利率 | 7.3% | 10.4% |
| 营收同比 | 14.1% | 13.2% |
| 净利润同比 | 52.4% | 10.1% |
| 每股收益（稀释后） | $3.63 | $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DYRHP
| Q1 26 | — | $664.6M | ||
| Q4 25 | $1.5B | $737.8M | ||
| Q3 25 | $1.4B | $592.5M | ||
| Q2 25 | $1.3B | $659.5M | ||
| Q1 25 | $1.1B | $587.3M | ||
| Q4 24 | $1.3B | $647.6M | ||
| Q3 24 | $1.2B | $550.0M | ||
| Q2 24 | $1.1B | $613.3M |
净利润DYRHP
| Q1 26 | — | $69.4M | ||
| Q4 25 | $106.4M | $74.5M | ||
| Q3 25 | $97.5M | $34.9M | ||
| Q2 25 | $61.0M | $71.8M | ||
| Q1 25 | $32.7M | $63.0M | ||
| Q4 24 | $69.8M | $72.3M | ||
| Q3 24 | $68.4M | $59.0M | ||
| Q2 24 | $62.6M | $100.8M |
毛利率DYRHP
| 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DYRHP
| Q1 26 | — | 20.7% | ||
| Q4 25 | 9.7% | 19.4% | ||
| Q3 25 | 9.5% | 15.0% | ||
| Q2 25 | 6.2% | 21.1% | ||
| Q1 25 | 4.1% | 19.8% | ||
| Q4 24 | 7.2% | 18.6% | ||
| Q3 24 | 7.9% | 19.3% | ||
| Q2 24 | 6.8% | 27.4% |
净利率DYRHP
| Q1 26 | — | 10.4% | ||
| Q4 25 | 7.3% | 10.1% | ||
| Q3 25 | 7.1% | 5.9% | ||
| Q2 25 | 4.9% | 10.9% | ||
| Q1 25 | 3.0% | 10.7% | ||
| Q4 24 | 5.5% | 11.2% | ||
| Q3 24 | 5.7% | 10.7% | ||
| Q2 24 | 5.5% | 16.4% |
每股收益（稀释后）DYRHP
| Q1 26 | — | $1.03 | ||
| Q4 25 | $3.63 | $1.12 | ||
| Q3 25 | $3.33 | $0.53 | ||
| Q2 25 | $2.09 | $1.12 | ||
| Q1 25 | $1.11 | $1.00 | ||
| Q4 24 | $2.37 | $1.12 | ||
| Q3 24 | $2.32 | $0.94 | ||
| Q2 24 | $2.12 | $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 | $110.1M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $770.8M |
| 总资产 | $3.3B | $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DYRHP
| Q1 26 | — | — | ||
| Q4 25 | $110.1M | $471.4M | ||
| Q3 25 | $28.5M | $483.3M | ||
| Q2 25 | $16.1M | $420.6M | ||
| Q1 25 | $92.7M | $413.9M | ||
| Q4 24 | $15.3M | $477.7M | ||
| Q3 24 | $19.6M | $534.9M | ||
| Q2 24 | $26.1M | $498.4M |
股东权益DYRHP
| Q1 26 | — | $770.8M | ||
| Q4 25 | $1.5B | $750.2M | ||
| Q3 25 | $1.4B | $758.5M | ||
| Q2 25 | $1.3B | $800.4M | ||
| Q1 25 | $1.2B | $531.5M | ||
| Q4 24 | $1.2B | $549.0M | ||
| Q3 24 | $1.2B | $551.9M | ||
| Q2 24 | $1.1B | $562.6M |
总资产DYRHP
| Q1 26 | — | $6.2B | ||
| Q4 25 | $3.3B | $6.2B | ||
| Q3 25 | $3.2B | $6.2B | ||
| Q2 25 | $3.1B | $6.1B | ||
| Q1 25 | $2.9B | $5.2B | ||
| Q4 24 | $3.1B | $5.2B | ||
| Q3 24 | $2.8B | $5.2B | ||
| Q2 24 | $2.6B | $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 | $220.0M | — |
| 自由现金流经营现金流 - 资本支出 | $164.8M | — |
| 自由现金流率自由现金流/营收 | 11.4% | — |
| 资本支出强度资本支出/营收 | 3.8% | — |
| 现金转化率经营现金流/净利润 | 2.07× | — |
| 过去12个月自由现金流最近4个季度 | $296.8M | — |
8季度趋势，按日历期对齐
经营现金流DYRHP
| Q1 26 | — | — | ||
| Q4 25 | $220.0M | $164.7M | ||
| Q3 25 | $57.4M | $205.2M | ||
| Q2 25 | $-54.0M | $122.5M | ||
| Q1 25 | $328.2M | $98.2M | ||
| Q4 24 | $65.8M | $166.6M | ||
| Q3 24 | $-7.5M | $218.1M | ||
| Q2 24 | $-37.4M | $184.3M |
自由现金流DYRHP
| Q1 26 | — | — | ||
| Q4 25 | $164.8M | $58.5M | ||
| Q3 25 | $5.8M | $135.4M | ||
| Q2 25 | $-133.5M | $53.0M | ||
| Q1 25 | $259.7M | $-14.5M | ||
| Q4 24 | $-8.8M | $76.0M | ||
| Q3 24 | $-72.9M | $85.7M | ||
| Q2 24 | $-79.4M | $78.8M |
自由现金流率DYRHP
| Q1 26 | — | — | ||
| Q4 25 | 11.4% | 7.9% | ||
| Q3 25 | 0.4% | 22.9% | ||
| Q2 25 | -10.6% | 8.0% | ||
| Q1 25 | 23.9% | -2.5% | ||
| Q4 24 | -0.7% | 11.7% | ||
| Q3 24 | -6.1% | 15.6% | ||
| Q2 24 | -6.9% | 12.9% |
资本支出强度DYRHP
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 14.4% | ||
| Q3 25 | 3.8% | 11.8% | ||
| Q2 25 | 6.3% | 10.5% | ||
| Q1 25 | 6.3% | 19.2% | ||
| Q4 24 | 5.9% | 14.0% | ||
| Q3 24 | 5.4% | 24.1% | ||
| Q2 24 | 3.7% | 17.2% |
现金转化率DYRHP
| Q1 26 | — | — | ||
| Q4 25 | 2.07× | 2.21× | ||
| Q3 25 | 0.59× | 5.88× | ||
| Q2 25 | -0.88× | 1.71× | ||
| Q1 25 | 10.05× | 1.56× | ||
| Q4 24 | 0.94× | 2.30× | ||
| Q3 24 | -0.11× | 3.70× | ||
| Q2 24 | -0.60× | 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
DY
暂无分部数据
RHP
| Food and beverage | $289.3M | 44% |
| Rooms | $223.8M | 34% |
| Entertainment | $79.2M | 12% |
| Other | $72.3M | 11% |
