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Frontdoor, Inc.(FTDR)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
Ryman Hospitality Properties, Inc.的季度营收约是Frontdoor, Inc.的1.7倍($737.8M vs $433.0M),Ryman Hospitality Properties, Inc.净利率更高(10.1% vs 0.2%,领先9.9%),Ryman Hospitality Properties, Inc.同比增速更快(13.9% vs 13.1%),Frontdoor, Inc.自由现金流更多($94.0M vs $58.5M),过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高(18.2% vs -10.6%)
Frontdoor, Inc.是领先的家庭服务与保障平台,主要面向美国市场运营。其提供可定制的家庭保修计划,覆盖家电、暖通空调、管道、电气系统的维修更换,同时支持用户按需对接经预先审核的本地服务商,满足住宅维护及维修需求。
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。
FTDR vs RHP — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $433.0M | $737.8M |
| 净利润 | $1.0M | $74.5M |
| 毛利率 | 49.2% | 41.4% |
| 营业利润率 | — | 19.4% |
| 净利率 | 0.2% | 10.1% |
| 营收同比 | 13.1% | 13.9% |
| 净利润同比 | — | 3.0% |
| 每股收益(稀释后) | $0.02 | $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
| Q1 26 | $433.0M | — | ||
| Q4 25 | $432.0M | $737.8M | ||
| Q3 25 | $618.0M | $592.5M | ||
| Q2 25 | $617.0M | $659.5M | ||
| Q1 25 | $426.0M | $587.3M | ||
| Q4 24 | $383.0M | $647.6M | ||
| Q3 24 | $540.0M | $550.0M | ||
| Q2 24 | $542.0M | $613.3M |
| Q1 26 | $1.0M | — | ||
| Q4 25 | $1.0M | $74.5M | ||
| Q3 25 | $106.0M | $34.9M | ||
| Q2 25 | $111.0M | $71.8M | ||
| Q1 25 | $37.0M | $63.0M | ||
| Q4 24 | $9.0M | $72.3M | ||
| Q3 24 | $100.0M | $59.0M | ||
| Q2 24 | $92.0M | $100.8M |
| Q1 26 | 49.2% | — | ||
| Q4 25 | 49.3% | 41.4% | ||
| Q3 25 | 57.1% | 40.9% | ||
| Q2 25 | 57.7% | 49.7% | ||
| Q1 25 | 55.2% | 44.4% | ||
| Q4 24 | 48.0% | 40.4% | ||
| Q3 24 | 56.7% | 43.1% | ||
| Q2 24 | 56.5% | 48.4% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 19.4% | ||
| Q3 25 | 23.0% | 15.0% | ||
| Q2 25 | 23.7% | 21.1% | ||
| Q1 25 | 11.3% | 19.8% | ||
| Q4 24 | 1.6% | 18.6% | ||
| Q3 24 | 24.8% | 19.3% | ||
| Q2 24 | 22.9% | 27.4% |
| Q1 26 | 0.2% | — | ||
| Q4 25 | 0.2% | 10.1% | ||
| Q3 25 | 17.2% | 5.9% | ||
| Q2 25 | 18.0% | 10.9% | ||
| Q1 25 | 8.7% | 10.7% | ||
| Q4 24 | 2.3% | 11.2% | ||
| Q3 24 | 18.5% | 10.7% | ||
| Q2 24 | 17.0% | 16.4% |
| Q1 26 | $0.02 | — | ||
| Q4 25 | $0.03 | $1.12 | ||
| Q3 25 | $1.42 | $0.53 | ||
| Q2 25 | $1.48 | $1.12 | ||
| Q1 25 | $0.49 | $1.00 | ||
| Q4 24 | $0.10 | $1.12 | ||
| Q3 24 | $1.30 | $0.94 | ||
| Q2 24 | $1.18 | $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 | $566.0M | $471.4M |
| 总债务越低越好 | $1.2B | — |
| 股东权益账面价值 | $242.0M | $750.2M |
| 总资产 | $2.1B | $6.2B |
| 负债/权益比越低杠杆越低 | 4.85× | — |
8季度趋势,按日历期对齐
| Q1 26 | $566.0M | — | ||
| Q4 25 | $566.0M | $471.4M | ||
| Q3 25 | $563.0M | $483.3M | ||
| Q2 25 | $562.0M | $420.6M | ||
| Q1 25 | $506.0M | $413.9M | ||
| Q4 24 | $436.0M | $477.7M | ||
| Q3 24 | $375.0M | $534.9M | ||
| Q2 24 | $419.0M | $498.4M |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $565.0M | — | ||
| Q2 24 | $569.0M | — |
| Q1 26 | $242.0M | — | ||
| Q4 25 | $242.0M | $750.2M | ||
| Q3 25 | $316.0M | $758.5M | ||
| Q2 25 | $254.0M | $800.4M | ||
| Q1 25 | $198.0M | $531.5M | ||
| Q4 24 | $239.0M | $549.0M | ||
| Q3 24 | $261.0M | $551.9M | ||
| Q2 24 | $214.0M | $562.6M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $6.2B | ||
| Q3 25 | $2.2B | $6.2B | ||
| Q2 25 | $2.2B | $6.1B | ||
| Q1 25 | $2.1B | $5.2B | ||
| Q4 24 | $2.1B | $5.2B | ||
| Q3 24 | $1.2B | $5.2B | ||
| Q2 24 | $1.2B | $5.1B |
| Q1 26 | 4.85× | — | ||
| Q4 25 | 4.73× | — | ||
| Q3 25 | 3.64× | — | ||
| Q2 25 | 4.56× | — | ||
| Q1 25 | 5.88× | — | ||
| Q4 24 | 4.90× | — | ||
| Q3 24 | 2.16× | — | ||
| Q2 24 | 2.66× | — |
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 | $94.0M | $58.5M |
| 自由现金流率自由现金流/营收 | 21.7% | 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 | $367.0M | $232.4M |
8季度趋势,按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $164.7M | ||
| Q3 25 | $64.0M | $205.2M | ||
| Q2 25 | $127.0M | $122.5M | ||
| Q1 25 | $124.0M | $98.2M | ||
| Q4 24 | $58.0M | $166.6M | ||
| Q3 24 | $25.0M | $218.1M | ||
| Q2 24 | $103.0M | $184.3M |
| Q1 26 | $94.0M | — | ||
| Q4 25 | $95.0M | $58.5M | ||
| Q3 25 | $58.0M | $135.4M | ||
| Q2 25 | $120.0M | $53.0M | ||
| Q1 25 | $117.0M | $-14.5M | ||
| Q4 24 | $50.0M | $76.0M | ||
| Q3 24 | $16.0M | $85.7M | ||
| Q2 24 | $91.0M | $78.8M |
| Q1 26 | 21.7% | — | ||
| Q4 25 | 22.0% | 7.9% | ||
| Q3 25 | 9.4% | 22.9% | ||
| Q2 25 | 19.4% | 8.0% | ||
| Q1 25 | 27.5% | -2.5% | ||
| Q4 24 | 13.1% | 11.7% | ||
| Q3 24 | 3.0% | 15.6% | ||
| Q2 24 | 16.8% | 12.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 14.4% | ||
| Q3 25 | 1.0% | 11.8% | ||
| Q2 25 | 1.1% | 10.5% | ||
| Q1 25 | 1.6% | 19.2% | ||
| Q4 24 | 2.1% | 14.0% | ||
| Q3 24 | 1.7% | 24.1% | ||
| Q2 24 | 2.2% | 17.2% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 2.21× | ||
| Q3 25 | 0.60× | 5.88× | ||
| Q2 25 | 1.14× | 1.71× | ||
| Q1 25 | 3.35× | 1.56× | ||
| Q4 24 | 6.44× | 2.30× | ||
| Q3 24 | 0.25× | 3.70× | ||
| Q2 24 | 1.12× | 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
FTDR
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% |