vs
Guidewire Software, Inc.（GWRE）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Guidewire Software, Inc.的2.0倍（$664.6M vs $332.6M），Ryman Hospitality Properties, Inc.净利率更高（10.4% vs 9.4%，领先1.0%），Guidewire Software, Inc.同比增速更快（26.5% vs 13.2%），过去两年Guidewire Software, Inc.的营收复合增速更高（17.5% vs 4.1%）
Guidewire Software是总部位于美国加利福尼亚州圣马特奥的软件企业，面向美国及全球的财产与意外伤害保险经营机构提供专业行业平台，支持险企优化业务流程、推进数字化升级，满足保险行业的各类专业化运营需求。
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。
GWRE vs RHP — 直观对比
营收规模更大
RHP
是对方的2.0倍
$332.6M
营收增速更快
GWRE
高出13.4%
13.2%
净利率更高
RHP
高出1.0%
9.4%
两年增速更快
GWRE
近两年复合增速
4.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $332.6M | $664.6M |
| 净利润 | $31.3M | $69.4M |
| 毛利率 | 63.0% | — |
| 营业利润率 | 5.6% | 20.7% |
| 净利率 | 9.4% | 10.4% |
| 营收同比 | 26.5% | 13.2% |
| 净利润同比 | 242.6% | 10.1% |
| 每股收益（稀释后） | $0.36 | $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GWRERHP
| Q1 26 | — | $664.6M | ||
| Q4 25 | $332.6M | $737.8M | ||
| Q3 25 | $356.6M | $592.5M | ||
| Q2 25 | $293.5M | $659.5M | ||
| Q1 25 | $289.5M | $587.3M | ||
| Q4 24 | $262.9M | $647.6M | ||
| Q3 24 | $291.5M | $550.0M | ||
| Q2 24 | $240.7M | $613.3M |
净利润GWRERHP
| Q1 26 | — | $69.4M | ||
| Q4 25 | $31.3M | $74.5M | ||
| Q3 25 | $52.0M | $34.9M | ||
| Q2 25 | $46.0M | $71.8M | ||
| Q1 25 | $-37.3M | $63.0M | ||
| Q4 24 | $9.1M | $72.3M | ||
| Q3 24 | $16.8M | $59.0M | ||
| Q2 24 | $-5.5M | $100.8M |
毛利率GWRERHP
| Q1 26 | — | — | ||
| Q4 25 | 63.0% | 41.4% | ||
| Q3 25 | 65.0% | 40.9% | ||
| Q2 25 | 62.2% | 49.7% | ||
| Q1 25 | 61.9% | 44.4% | ||
| Q4 24 | 60.2% | 40.4% | ||
| Q3 24 | 64.0% | 43.1% | ||
| Q2 24 | 59.1% | 48.4% |
营业利润率GWRERHP
| Q1 26 | — | 20.7% | ||
| Q4 25 | 5.6% | 19.4% | ||
| Q3 25 | 8.3% | 15.0% | ||
| Q2 25 | 1.5% | 21.1% | ||
| Q1 25 | 4.0% | 19.8% | ||
| Q4 24 | -1.8% | 18.6% | ||
| Q3 24 | 3.5% | 19.3% | ||
| Q2 24 | -6.9% | 27.4% |
净利率GWRERHP
| Q1 26 | — | 10.4% | ||
| Q4 25 | 9.4% | 10.1% | ||
| Q3 25 | 14.6% | 5.9% | ||
| Q2 25 | 15.7% | 10.9% | ||
| Q1 25 | -12.9% | 10.7% | ||
| Q4 24 | 3.5% | 11.2% | ||
| Q3 24 | 5.7% | 10.7% | ||
| Q2 24 | -2.3% | 16.4% |
每股收益（稀释后）GWRERHP
| Q1 26 | — | $1.03 | ||
| Q4 25 | $0.36 | $1.12 | ||
| Q3 25 | $0.61 | $0.53 | ||
| Q2 25 | $0.54 | $1.12 | ||
| Q1 25 | $-0.45 | $1.00 | ||
| Q4 24 | $0.11 | $1.12 | ||
| Q3 24 | $0.21 | $0.94 | ||
| Q2 24 | $-0.07 | $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 | $1.0B | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $770.8M |
| 总资产 | $2.6B | $6.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资GWRERHP
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $471.4M | ||
| Q3 25 | $1.1B | $483.3M | ||
| Q2 25 | $920.4M | $420.6M | ||
| Q1 25 | $1.2B | $413.9M | ||
| Q4 24 | $1.3B | $477.7M | ||
| Q3 24 | $1.0B | $534.9M | ||
| Q2 24 | $782.3M | $498.4M |
总债务GWRERHP
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $398.9M | — | ||
| Q2 24 | — | — |
股东权益GWRERHP
| Q1 26 | — | $770.8M | ||
| Q4 25 | $1.5B | $750.2M | ||
| Q3 25 | $1.5B | $758.5M | ||
| Q2 25 | $1.4B | $800.4M | ||
| Q1 25 | $1.3B | $531.5M | ||
| Q4 24 | $1.3B | $549.0M | ||
| Q3 24 | $1.3B | $551.9M | ||
| Q2 24 | $1.3B | $562.6M |
总资产GWRERHP
| Q1 26 | — | $6.2B | ||
| Q4 25 | $2.6B | $6.2B | ||
| Q3 25 | $2.7B | $6.2B | ||
| Q2 25 | $2.5B | $6.1B | ||
| Q1 25 | $2.5B | $5.2B | ||
| Q4 24 | $2.6B | $5.2B | ||
| Q3 24 | $2.2B | $5.2B | ||
| Q2 24 | $2.0B | $5.1B |
负债/权益比GWRERHP
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.30× | — | ||
| 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 | $-67.4M | — |
| 自由现金流经营现金流 - 资本支出 | $-72.3M | — |
| 自由现金流率自由现金流/营收 | -21.7% | — |
| 资本支出强度资本支出/营收 | 1.5% | — |
| 现金转化率经营现金流/净利润 | -2.15× | — |
| 过去12个月自由现金流最近4个季度 | $286.0M | — |
8季度趋势，按日历期对齐
经营现金流GWRERHP
| Q1 26 | — | — | ||
| Q4 25 | $-67.4M | $164.7M | ||
| Q3 25 | $244.8M | $205.2M | ||
| Q2 25 | $32.4M | $122.5M | ||
| Q1 25 | $86.0M | $98.2M | ||
| Q4 24 | $-62.3M | $166.6M | ||
| Q3 24 | $193.8M | $218.1M | ||
| Q2 24 | $4.8M | $184.3M |
自由现金流GWRERHP
| Q1 26 | — | — | ||
| Q4 25 | $-72.3M | $58.5M | ||
| Q3 25 | $241.4M | $135.4M | ||
| Q2 25 | $31.6M | $53.0M | ||
| Q1 25 | $85.2M | $-14.5M | ||
| Q4 24 | $-63.1M | $76.0M | ||
| Q3 24 | $192.1M | $85.7M | ||
| Q2 24 | $4.1M | $78.8M |
自由现金流率GWRERHP
| Q1 26 | — | — | ||
| Q4 25 | -21.7% | 7.9% | ||
| Q3 25 | 67.7% | 22.9% | ||
| Q2 25 | 10.8% | 8.0% | ||
| Q1 25 | 29.4% | -2.5% | ||
| Q4 24 | -24.0% | 11.7% | ||
| Q3 24 | 65.9% | 15.6% | ||
| Q2 24 | 1.7% | 12.9% |
资本支出强度GWRERHP
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | 14.4% | ||
| Q3 25 | 1.0% | 11.8% | ||
| Q2 25 | 0.2% | 10.5% | ||
| Q1 25 | 0.3% | 19.2% | ||
| Q4 24 | 0.3% | 14.0% | ||
| Q3 24 | 0.6% | 24.1% | ||
| Q2 24 | 0.3% | 17.2% |
现金转化率GWRERHP
| Q1 26 | — | — | ||
| Q4 25 | -2.15× | 2.21× | ||
| Q3 25 | 4.71× | 5.88× | ||
| Q2 25 | 0.70× | 1.71× | ||
| Q1 25 | — | 1.56× | ||
| Q4 24 | -6.82× | 2.30× | ||
| Q3 24 | 11.56× | 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
GWRE
| Subscription | $222.7M | 67% |
| Services | $62.4M | 19% |
| Other | $33.1M | 10% |
| Support | $14.5M | 4% |
RHP
| Food and beverage | $289.3M | 44% |
| Rooms | $223.8M | 34% |
| Entertainment | $79.2M | 12% |
| Other | $72.3M | 11% |
