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Fabrinet(FN)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

Fabrinet的季度营收约是Ryman Hospitality Properties, Inc.的1.5倍($1.1B vs $737.8M),Ryman Hospitality Properties, Inc.净利率更高(10.1% vs 9.9%,领先0.2%),Fabrinet同比增速更快(35.9% vs 13.9%),Ryman Hospitality Properties, Inc.自由现金流更多($58.5M vs $-5.3M),过去两年Fabrinet的营收复合增速更高(24.4% vs 18.2%)

Fabrinet(股票代码FN)为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护,覆盖400家以美企为主的中等市值企业,若成分企业存在多类流通股,指数的成分股总量有时会超过400只。

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。

FN vs RHP — 直观对比

营收规模更大
FN
FN
是对方的1.5倍
FN
$1.1B
$737.8M
RHP
营收增速更快
FN
FN
高出22.0%
FN
35.9%
13.9%
RHP
净利率更高
RHP
RHP
高出0.2%
RHP
10.1%
9.9%
FN
自由现金流更多
RHP
RHP
多$63.9M
RHP
$58.5M
$-5.3M
FN
两年增速更快
FN
FN
近两年复合增速
FN
24.4%
18.2%
RHP

损益表 — Q2 FY2026 vs Q4 FY2025

指标
FN
FN
RHP
RHP
营收
$1.1B
$737.8M
净利润
$112.6M
$74.5M
毛利率
12.2%
41.4%
营业利润率
10.1%
19.4%
净利率
9.9%
10.1%
营收同比
35.9%
13.9%
净利润同比
30.0%
3.0%
每股收益(稀释后)
$3.11
$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
FN
FN
RHP
RHP
Q4 25
$1.1B
$737.8M
Q3 25
$978.1M
$592.5M
Q2 25
$909.7M
$659.5M
Q1 25
$871.8M
$587.3M
Q4 24
$833.6M
$647.6M
Q3 24
$804.2M
$550.0M
Q2 24
$753.3M
$613.3M
Q1 24
$731.5M
$528.3M
净利润
FN
FN
RHP
RHP
Q4 25
$112.6M
$74.5M
Q3 25
$95.9M
$34.9M
Q2 25
$87.2M
$71.8M
Q1 25
$81.3M
$63.0M
Q4 24
$86.6M
$72.3M
Q3 24
$77.4M
$59.0M
Q2 24
$81.1M
$100.8M
Q1 24
$80.9M
$42.8M
毛利率
FN
FN
RHP
RHP
Q4 25
12.2%
41.4%
Q3 25
11.9%
40.9%
Q2 25
12.2%
49.7%
Q1 25
11.7%
44.4%
Q4 24
12.1%
40.4%
Q3 24
12.3%
43.1%
Q2 24
12.3%
48.4%
Q1 24
12.4%
41.5%
营业利润率
FN
FN
RHP
RHP
Q4 25
10.1%
19.4%
Q3 25
9.6%
15.0%
Q2 25
9.8%
21.1%
Q1 25
9.0%
19.8%
Q4 24
9.5%
18.6%
Q3 24
9.6%
19.3%
Q2 24
9.7%
27.4%
Q1 24
9.7%
18.2%
净利率
FN
FN
RHP
RHP
Q4 25
9.9%
10.1%
Q3 25
9.8%
5.9%
Q2 25
9.6%
10.9%
Q1 25
9.3%
10.7%
Q4 24
10.4%
11.2%
Q3 24
9.6%
10.7%
Q2 24
10.8%
16.4%
Q1 24
11.1%
8.1%
每股收益(稀释后)
FN
FN
RHP
RHP
Q4 25
$3.11
$1.12
Q3 25
$2.66
$0.53
Q2 25
$2.41
$1.12
Q1 25
$2.25
$1.00
Q4 24
$2.38
$1.12
Q3 24
$2.13
$0.94
Q2 24
$2.22
$1.65
Q1 24
$2.21
$0.67

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
FN
FN
RHP
RHP
现金及短期投资手头流动性
$960.8M
$471.4M
总债务越低越好
股东权益账面价值
$2.2B
$750.2M
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
FN
FN
RHP
RHP
Q4 25
$960.8M
$471.4M
Q3 25
$968.8M
$483.3M
Q2 25
$934.2M
$420.6M
Q1 25
$950.7M
$413.9M
Q4 24
$934.6M
$477.7M
Q3 24
$908.9M
$534.9M
Q2 24
$858.6M
$498.4M
Q1 24
$794.0M
$465.3M
股东权益
FN
FN
RHP
RHP
Q4 25
$2.2B
$750.2M
Q3 25
$2.1B
$758.5M
Q2 25
$2.0B
$800.4M
Q1 25
$1.9B
$531.5M
Q4 24
$1.8B
$549.0M
Q3 24
$1.8B
$551.9M
Q2 24
$1.7B
$562.6M
Q1 24
$1.7B
$529.9M
总资产
FN
FN
RHP
RHP
Q4 25
$3.3B
$6.2B
Q3 25
$3.0B
$6.2B
Q2 25
$2.8B
$6.1B
Q1 25
$2.6B
$5.2B
Q4 24
$2.5B
$5.2B
Q3 24
$2.4B
$5.2B
Q2 24
$2.3B
$5.1B
Q1 24
$2.2B
$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
FN
FN
RHP
RHP
经营现金流最新季度
$46.3M
$164.7M
自由现金流经营现金流 - 资本支出
$-5.3M
$58.5M
自由现金流率自由现金流/营收
-0.5%
7.9%
资本支出强度资本支出/营收
4.6%
14.4%
现金转化率经营现金流/净利润
0.41×
2.21×
过去12个月自由现金流最近4个季度
$102.3M
$232.4M

8季度趋势,按日历期对齐

经营现金流
FN
FN
RHP
RHP
Q4 25
$46.3M
$164.7M
Q3 25
$102.6M
$205.2M
Q2 25
$55.1M
$122.5M
Q1 25
$74.2M
$98.2M
Q4 24
$115.9M
$166.6M
Q3 24
$83.2M
$218.1M
Q2 24
$83.1M
$184.3M
Q1 24
$100.9M
$7.5M
自由现金流
FN
FN
RHP
RHP
Q4 25
$-5.3M
$58.5M
Q3 25
$57.3M
$135.4M
Q2 25
$4.7M
$53.0M
Q1 25
$45.7M
$-14.5M
Q4 24
$94.0M
$76.0M
Q3 24
$62.9M
$85.7M
Q2 24
$70.4M
$78.8M
Q1 24
$87.3M
$-72.0M
自由现金流率
FN
FN
RHP
RHP
Q4 25
-0.5%
7.9%
Q3 25
5.9%
22.9%
Q2 25
0.5%
8.0%
Q1 25
5.2%
-2.5%
Q4 24
11.3%
11.7%
Q3 24
7.8%
15.6%
Q2 24
9.3%
12.9%
Q1 24
11.9%
-13.6%
资本支出强度
FN
FN
RHP
RHP
Q4 25
4.6%
14.4%
Q3 25
4.6%
11.8%
Q2 25
5.5%
10.5%
Q1 25
3.3%
19.2%
Q4 24
2.6%
14.0%
Q3 24
2.5%
24.1%
Q2 24
1.7%
17.2%
Q1 24
1.9%
15.0%
现金转化率
FN
FN
RHP
RHP
Q4 25
0.41×
2.21×
Q3 25
1.07×
5.88×
Q2 25
0.63×
1.71×
Q1 25
0.91×
1.56×
Q4 24
1.34×
2.30×
Q3 24
1.07×
3.70×
Q2 24
1.02×
1.83×
Q1 24
1.25×
0.17×

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

FN
FN

Optical Communications$832.6M73%
Non Optical Communications$300.3M27%

RHP
RHP

Hotel Other$157.7M21%
Gaylord Opryland$147.4M20%
Hotel Transient Rooms$93.6M13%
Hotel Food And Beverage Outlets$92.2M12%
Gaylord Palms$88.2M12%
Jw Marriott Hill Country$53.7M7%
Entertainment Admissions And Ticketing$43.1M6%
Entertainment Food And Beverage$38.1M5%
Entertainment Retail And Other$28.3M4%
Ac Hotel$2.4M0%

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