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Extra Space Storage（EXR）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
Extra Space Storage的季度营收约是Ryman Hospitality Properties, Inc.的1.3倍（$856.0M vs $664.6M），Extra Space Storage净利率更高（28.2% vs 10.4%，领先17.7%），Ryman Hospitality Properties, Inc.同比增速更快（13.2% vs 4.4%），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（4.1% vs 2.8%）
Extra Space Storage是总部位于美国犹他州卡顿伍德高地的房地产投资信托基金，主营自助仓储设施投资运营。旗下运营多个仓储品牌，提供温控仓、可驶入单元、储物柜、船只/房车/企业仓储等服务，截至2024年3月，在全美43个州及华盛顿特区共运营3714处网点。
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。
EXR vs RHP — 直观对比
营收规模更大
EXR
是对方的1.3倍
$664.6M
营收增速更快
RHP
高出8.8%
4.4%
净利率更高
EXR
高出17.7%
10.4%
两年增速更快
RHP
近两年复合增速
2.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $856.0M | $664.6M |
| 净利润 | $241.0M | $69.4M |
| 毛利率 | — | — |
| 营业利润率 | 42.9% | 20.7% |
| 净利率 | 28.2% | 10.4% |
| 营收同比 | 4.4% | 13.2% |
| 净利润同比 | -11.4% | 10.1% |
| 每股收益（稀释后） | $1.14 | $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EXRRHP
| Q1 26 | $856.0M | $664.6M | ||
| Q4 25 | $857.5M | $737.8M | ||
| Q3 25 | $858.5M | $592.5M | ||
| Q2 25 | $841.6M | $659.5M | ||
| Q1 25 | $820.0M | $587.3M | ||
| Q4 24 | $821.9M | $647.6M | ||
| Q3 24 | $824.8M | $550.0M | ||
| Q2 24 | $810.7M | $613.3M |
净利润EXRRHP
| Q1 26 | $241.0M | $69.4M | ||
| Q4 25 | $287.4M | $74.5M | ||
| Q3 25 | $166.0M | $34.9M | ||
| Q2 25 | $249.7M | $71.8M | ||
| Q1 25 | $270.9M | $63.0M | ||
| Q4 24 | $262.5M | $72.3M | ||
| Q3 24 | $193.2M | $59.0M | ||
| Q2 24 | $185.9M | $100.8M |
毛利率EXRRHP
| Q1 26 | — | — | ||
| Q4 25 | 73.0% | 41.4% | ||
| Q3 25 | 72.6% | 40.9% | ||
| Q2 25 | 73.0% | 49.7% | ||
| Q1 25 | 72.7% | 44.4% | ||
| Q4 24 | 73.1% | 40.4% | ||
| Q3 24 | 74.7% | 43.1% | ||
| Q2 24 | 75.7% | 48.4% |
营业利润率EXRRHP
| Q1 26 | 42.9% | 20.7% | ||
| Q4 25 | 43.3% | 19.4% | ||
| Q3 25 | 32.5% | 15.0% | ||
| Q2 25 | 44.4% | 21.1% | ||
| Q1 25 | 47.4% | 19.8% | ||
| Q4 24 | 46.2% | 18.6% | ||
| Q3 24 | 36.7% | 19.3% | ||
| Q2 24 | 37.6% | 27.4% |
净利率EXRRHP
| Q1 26 | 28.2% | 10.4% | ||
| Q4 25 | 33.5% | 10.1% | ||
| Q3 25 | 19.3% | 5.9% | ||
| Q2 25 | 29.7% | 10.9% | ||
| Q1 25 | 33.0% | 10.7% | ||
| Q4 24 | 31.9% | 11.2% | ||
| Q3 24 | 23.4% | 10.7% | ||
| Q2 24 | 22.9% | 16.4% |
每股收益（稀释后）EXRRHP
| Q1 26 | $1.14 | $1.03 | ||
| Q4 25 | $1.35 | $1.12 | ||
| Q3 25 | $0.78 | $0.53 | ||
| Q2 25 | $1.18 | $1.12 | ||
| Q1 25 | $1.28 | $1.00 | ||
| Q4 24 | $1.23 | $1.12 | ||
| Q3 24 | $0.91 | $0.94 | ||
| Q2 24 | $0.88 | $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 | $139.0M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $770.8M |
| 总资产 | $29.1B | $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EXRRHP
| Q1 26 | $139.0M | — | ||
| Q4 25 | $138.9M | $471.4M | ||
| Q3 25 | $111.9M | $483.3M | ||
| Q2 25 | $125.0M | $420.6M | ||
| Q1 25 | $119.6M | $413.9M | ||
| Q4 24 | $138.2M | $477.7M | ||
| Q3 24 | $88.9M | $534.9M | ||
| Q2 24 | $77.0M | $498.4M |
股东权益EXRRHP
| Q1 26 | — | $770.8M | ||
| Q4 25 | $13.4B | $750.2M | ||
| Q3 25 | $13.6B | $758.5M | ||
| Q2 25 | $13.8B | $800.4M | ||
| Q1 25 | $13.9B | $531.5M | ||
| Q4 24 | $13.9B | $549.0M | ||
| Q3 24 | $14.0B | $551.9M | ||
| Q2 24 | $14.2B | $562.6M |
总资产EXRRHP
| Q1 26 | $29.1B | $6.2B | ||
| Q4 25 | $29.3B | $6.2B | ||
| Q3 25 | $29.2B | $6.2B | ||
| Q2 25 | $29.4B | $6.1B | ||
| Q1 25 | $29.0B | $5.2B | ||
| Q4 24 | $28.8B | $5.2B | ||
| Q3 24 | $28.1B | $5.2B | ||
| Q2 24 | $27.8B | $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
EXR
| Property rental | $733.2M | 86% |
| Tenant reinsurance | $89.1M | 10% |
| Management fees and other income | $33.7M | 4% |
RHP
| Food and beverage | $289.3M | 44% |
| Rooms | $223.8M | 34% |
| Entertainment | $79.2M | 12% |
| Other | $72.3M | 11% |
