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游戏驿站(GME)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
游戏驿站的季度营收约是Ryman Hospitality Properties, Inc.的1.2倍($821.0M vs $664.6M),Ryman Hospitality Properties, Inc.净利率更高(10.4% vs 9.4%,领先1.1%),Ryman Hospitality Properties, Inc.同比增速更快(13.2% vs -4.6%),过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高(4.1% vs -32.3%)
游戏驿站(GameStop Corp.)是美国知名电子游戏、消费电子及游戏周边零售企业,总部位于得克萨斯州格雷普韦恩,是全球规模最大的电子游戏零售商。截至2025年2月,公司在美、加、澳及欧洲地区共运营3203家门店,旗下拥有EB Games、ThinkGeek等多个零售品牌,前身为1984年于达拉斯成立的Babbage's。
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。
GME vs RHP — 直观对比
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $821.0M | $664.6M |
| 净利润 | $77.1M | $69.4M |
| 毛利率 | 33.3% | — |
| 营业利润率 | 5.0% | 20.7% |
| 净利率 | 9.4% | 10.4% |
| 营收同比 | -4.6% | 13.2% |
| 净利润同比 | 343.1% | 10.1% |
| 每股收益(稀释后) | $0.13 | $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
| Q1 26 | — | $664.6M | ||
| Q4 25 | $821.0M | $737.8M | ||
| Q3 25 | $972.2M | $592.5M | ||
| Q2 25 | $732.4M | $659.5M | ||
| Q1 25 | $1.3B | $587.3M | ||
| Q4 24 | $860.3M | $647.6M | ||
| Q3 24 | $798.3M | $550.0M | ||
| Q2 24 | $881.8M | $613.3M |
| Q1 26 | — | $69.4M | ||
| Q4 25 | $77.1M | $74.5M | ||
| Q3 25 | $168.6M | $34.9M | ||
| Q2 25 | $44.8M | $71.8M | ||
| Q1 25 | $131.4M | $63.0M | ||
| Q4 24 | $17.4M | $72.3M | ||
| Q3 24 | $14.8M | $59.0M | ||
| Q2 24 | $-32.3M | $100.8M |
| Q1 26 | — | — | ||
| Q4 25 | 33.3% | 41.4% | ||
| Q3 25 | 29.1% | 40.9% | ||
| Q2 25 | 34.5% | 49.7% | ||
| Q1 25 | 28.3% | 44.4% | ||
| Q4 24 | 29.9% | 40.4% | ||
| Q3 24 | 31.2% | 43.1% | ||
| Q2 24 | 27.7% | 48.4% |
| Q1 26 | — | 20.7% | ||
| Q4 25 | 5.0% | 19.4% | ||
| Q3 25 | 6.8% | 15.0% | ||
| Q2 25 | -1.5% | 21.1% | ||
| Q1 25 | 6.2% | 19.8% | ||
| Q4 24 | -3.9% | 18.6% | ||
| Q3 24 | -2.8% | 19.3% | ||
| Q2 24 | -5.7% | 27.4% |
| Q1 26 | — | 10.4% | ||
| Q4 25 | 9.4% | 10.1% | ||
| Q3 25 | 17.3% | 5.9% | ||
| Q2 25 | 6.1% | 10.9% | ||
| Q1 25 | 10.2% | 10.7% | ||
| Q4 24 | 2.0% | 11.2% | ||
| Q3 24 | 1.9% | 10.7% | ||
| Q2 24 | -3.7% | 16.4% |
| Q1 26 | — | $1.03 | ||
| Q4 25 | $0.13 | $1.12 | ||
| Q3 25 | $0.31 | $0.53 | ||
| Q2 25 | $0.09 | $1.12 | ||
| Q1 25 | $0.36 | $1.00 | ||
| Q4 24 | $0.04 | $1.12 | ||
| Q3 24 | $0.04 | $0.94 | ||
| Q2 24 | $-0.11 | $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 | $8.8B | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.3B | $770.8M |
| 总资产 | $10.6B | $6.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $8.8B | $471.4M | ||
| Q3 25 | $8.7B | $483.3M | ||
| Q2 25 | $6.4B | $420.6M | ||
| Q1 25 | $4.8B | $413.9M | ||
| Q4 24 | $4.6B | $477.7M | ||
| Q3 24 | $4.2B | $534.9M | ||
| Q2 24 | $1.1B | $498.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $16.9M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $770.8M | ||
| Q4 25 | $5.3B | $750.2M | ||
| Q3 25 | $5.2B | $758.5M | ||
| Q2 25 | $5.0B | $800.4M | ||
| Q1 25 | $4.9B | $531.5M | ||
| Q4 24 | $4.8B | $549.0M | ||
| Q3 24 | $4.4B | $551.9M | ||
| Q2 24 | $1.3B | $562.6M |
| Q1 26 | — | $6.2B | ||
| Q4 25 | $10.6B | $6.2B | ||
| Q3 25 | $10.3B | $6.2B | ||
| Q2 25 | $7.5B | $6.1B | ||
| Q1 25 | $5.9B | $5.2B | ||
| Q4 24 | $6.2B | $5.2B | ||
| Q3 24 | $5.5B | $5.2B | ||
| Q2 24 | $2.6B | $5.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $111.3M | — |
| 自由现金流经营现金流 - 资本支出 | $107.0M | — |
| 自由现金流率自由现金流/营收 | 13.0% | — |
| 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 | 1.44× | — |
| 过去12个月自由现金流最近4个季度 | $568.7M | — |
8季度趋势,按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $111.3M | $164.7M | ||
| Q3 25 | $117.4M | $205.2M | ||
| Q2 25 | $192.5M | $122.5M | ||
| Q1 25 | $162.3M | $98.2M | ||
| Q4 24 | $24.6M | $166.6M | ||
| Q3 24 | $68.6M | $218.1M | ||
| Q2 24 | $-109.8M | $184.3M |
| Q1 26 | — | — | ||
| Q4 25 | $107.0M | $58.5M | ||
| Q3 25 | $113.3M | $135.4M | ||
| Q2 25 | $189.6M | $53.0M | ||
| Q1 25 | $158.8M | $-14.5M | ||
| Q4 24 | $20.0M | $76.0M | ||
| Q3 24 | $65.5M | $85.7M | ||
| Q2 24 | $-114.7M | $78.8M |
| Q1 26 | — | — | ||
| Q4 25 | 13.0% | 7.9% | ||
| Q3 25 | 11.7% | 22.9% | ||
| Q2 25 | 25.9% | 8.0% | ||
| Q1 25 | 12.4% | -2.5% | ||
| Q4 24 | 2.3% | 11.7% | ||
| Q3 24 | 8.2% | 15.6% | ||
| Q2 24 | -13.0% | 12.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 14.4% | ||
| Q3 25 | 0.4% | 11.8% | ||
| Q2 25 | 0.4% | 10.5% | ||
| Q1 25 | 0.3% | 19.2% | ||
| Q4 24 | 0.5% | 14.0% | ||
| Q3 24 | 0.4% | 24.1% | ||
| Q2 24 | 0.6% | 17.2% |
| Q1 26 | — | — | ||
| Q4 25 | 1.44× | 2.21× | ||
| Q3 25 | 0.70× | 5.88× | ||
| Q2 25 | 4.30× | 1.71× | ||
| Q1 25 | 1.24× | 1.56× | ||
| Q4 24 | 1.41× | 2.30× | ||
| Q3 24 | 4.64× | 3.70× | ||
| Q2 24 | — | 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
GME
| Hardware And Accessories | $367.4M | 45% |
| Collectibles | $256.1M | 31% |
| Software | $197.5M | 24% |
RHP
| Food and beverage | $289.3M | 44% |
| Rooms | $223.8M | 34% |
| Entertainment | $79.2M | 12% |
| Other | $72.3M | 11% |