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GoDaddy（GDDY）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
GoDaddy的季度营收约是Ryman Hospitality Properties, Inc.的1.9倍（$1.3B vs $664.6M），GoDaddy净利率更高（19.2% vs 10.4%，领先8.8%），Ryman Hospitality Properties, Inc.同比增速更快（13.2% vs 6.8%），过去两年GoDaddy的营收复合增速更高（7.2% vs 4.1%）
GoDaddy是美国上市的互联网域名注册管理、域名服务及网络托管服务商，总部位于亚利桑那州坦佩。2023年按市场份额计为全球第五大网络主机服务商，管理超6200万个注册域名，旗下2000万用户中绝大多数为中小微企业，是全球领先的互联网基础服务供应商。
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。
GDDY vs RHP — 直观对比
营收规模更大
GDDY
是对方的1.9倍
$664.6M
营收增速更快
RHP
高出6.3%
6.8%
净利率更高
GDDY
高出8.8%
10.4%
两年增速更快
GDDY
近两年复合增速
4.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $664.6M |
| 净利润 | $245.1M | $69.4M |
| 毛利率 | — | — |
| 营业利润率 | 24.9% | 20.7% |
| 净利率 | 19.2% | 10.4% |
| 营收同比 | 6.8% | 13.2% |
| 净利润同比 | 23.4% | 10.1% |
| 每股收益（稀释后） | — | $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GDDYRHP
| Q1 26 | — | $664.6M | ||
| Q4 25 | $1.3B | $737.8M | ||
| Q3 25 | $1.3B | $592.5M | ||
| Q2 25 | $1.2B | $659.5M | ||
| Q1 25 | $1.2B | $587.3M | ||
| Q4 24 | $1.2B | $647.6M | ||
| Q3 24 | $1.1B | $550.0M | ||
| Q2 24 | $1.1B | $613.3M |
净利润GDDYRHP
| Q1 26 | — | $69.4M | ||
| Q4 25 | $245.1M | $74.5M | ||
| Q3 25 | $210.5M | $34.9M | ||
| Q2 25 | $199.9M | $71.8M | ||
| Q1 25 | $219.5M | $63.0M | ||
| Q4 24 | $198.6M | $72.3M | ||
| Q3 24 | $190.5M | $59.0M | ||
| Q2 24 | $146.3M | $100.8M |
毛利率GDDYRHP
| 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GDDYRHP
| Q1 26 | — | 20.7% | ||
| Q4 25 | 24.9% | 19.4% | ||
| Q3 25 | 23.4% | 15.0% | ||
| Q2 25 | 21.9% | 21.1% | ||
| Q1 25 | 20.7% | 19.8% | ||
| Q4 24 | 21.4% | 18.6% | ||
| Q3 24 | 22.1% | 19.3% | ||
| Q2 24 | 18.5% | 27.4% |
净利率GDDYRHP
| Q1 26 | — | 10.4% | ||
| Q4 25 | 19.2% | 10.1% | ||
| Q3 25 | 16.6% | 5.9% | ||
| Q2 25 | 16.4% | 10.9% | ||
| Q1 25 | 18.4% | 10.7% | ||
| Q4 24 | 16.7% | 11.2% | ||
| Q3 24 | 16.6% | 10.7% | ||
| Q2 24 | 13.0% | 16.4% |
每股收益（稀释后）GDDYRHP
| Q1 26 | — | $1.03 | ||
| Q4 25 | — | $1.12 | ||
| Q3 25 | $1.51 | $0.53 | ||
| Q2 25 | $1.41 | $1.12 | ||
| Q1 25 | — | $1.00 | ||
| Q4 24 | — | $1.12 | ||
| Q3 24 | $1.32 | $0.94 | ||
| Q2 24 | $1.01 | $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 | — | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $215.1M | $770.8M |
| 总资产 | $8.0B | $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GDDYRHP
| Q1 26 | — | — | ||
| Q4 25 | — | $471.4M | ||
| Q3 25 | — | $483.3M | ||
| Q2 25 | — | $420.6M | ||
| Q1 25 | — | $413.9M | ||
| Q4 24 | — | $477.7M | ||
| Q3 24 | — | $534.9M | ||
| Q2 24 | — | $498.4M |
股东权益GDDYRHP
| Q1 26 | — | $770.8M | ||
| Q4 25 | $215.1M | $750.2M | ||
| Q3 25 | $91.8M | $758.5M | ||
| Q2 25 | $404.4M | $800.4M | ||
| Q1 25 | $199.7M | $531.5M | ||
| Q4 24 | $692.1M | $549.0M | ||
| Q3 24 | $356.7M | $551.9M | ||
| Q2 24 | $157.0M | $562.6M |
总资产GDDYRHP
| Q1 26 | — | $6.2B | ||
| Q4 25 | $8.0B | $6.2B | ||
| Q3 25 | $8.0B | $6.2B | ||
| Q2 25 | $8.3B | $6.1B | ||
| Q1 25 | $7.8B | $5.2B | ||
| Q4 24 | $8.2B | $5.2B | ||
| Q3 24 | $8.0B | $5.2B | ||
| Q2 24 | $7.7B | $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 | $370.6M | — |
| 自由现金流经营现金流 - 资本支出 | $363.7M | — |
| 自由现金流率自由现金流/营收 | 28.6% | — |
| 资本支出强度资本支出/营收 | 0.5% | — |
| 现金转化率经营现金流/净利润 | 1.51× | — |
| 过去12个月自由现金流最近4个季度 | $1.6B | — |
8季度趋势，按日历期对齐
经营现金流GDDYRHP
| Q1 26 | — | — | ||
| Q4 25 | $370.6M | $164.7M | ||
| Q3 25 | $444.2M | $205.2M | ||
| Q2 25 | $379.9M | $122.5M | ||
| Q1 25 | $404.7M | $98.2M | ||
| Q4 24 | $340.5M | $166.6M | ||
| Q3 24 | $355.2M | $218.1M | ||
| Q2 24 | $294.8M | $184.3M |
自由现金流GDDYRHP
| Q1 26 | — | — | ||
| Q4 25 | $363.7M | $58.5M | ||
| Q3 25 | $434.9M | $135.4M | ||
| Q2 25 | $375.8M | $53.0M | ||
| Q1 25 | $401.1M | $-14.5M | ||
| Q4 24 | $326.1M | $76.0M | ||
| Q3 24 | $350.2M | $85.7M | ||
| Q2 24 | $292.0M | $78.8M |
自由现金流率GDDYRHP
| Q1 26 | — | — | ||
| Q4 25 | 28.6% | 7.9% | ||
| Q3 25 | 34.4% | 22.9% | ||
| Q2 25 | 30.9% | 8.0% | ||
| Q1 25 | 33.6% | -2.5% | ||
| Q4 24 | 27.3% | 11.7% | ||
| Q3 24 | 30.5% | 15.6% | ||
| Q2 24 | 26.0% | 12.9% |
资本支出强度GDDYRHP
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 14.4% | ||
| Q3 25 | 0.7% | 11.8% | ||
| Q2 25 | 0.3% | 10.5% | ||
| Q1 25 | 0.3% | 19.2% | ||
| Q4 24 | 1.2% | 14.0% | ||
| Q3 24 | 0.4% | 24.1% | ||
| Q2 24 | 0.2% | 17.2% |
现金转化率GDDYRHP
| Q1 26 | — | — | ||
| Q4 25 | 1.51× | 2.21× | ||
| Q3 25 | 2.11× | 5.88× | ||
| Q2 25 | 1.90× | 1.71× | ||
| Q1 25 | 1.84× | 1.56× | ||
| Q4 24 | 1.71× | 2.30× | ||
| Q3 24 | 1.86× | 3.70× | ||
| Q2 24 | 2.02× | 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
GDDY
| Domains | $586.5M | 46% |
| Applications And Commerce | $497.7M | 39% |
| Other | $189.7M | 15% |
RHP
| Food and beverage | $289.3M | 44% |
| Rooms | $223.8M | 34% |
| Entertainment | $79.2M | 12% |
| Other | $72.3M | 11% |
