vs
HAEMONETICS CORP(HAE)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HAEMONETICS CORP的2.0倍($664.6M vs $339.0M),HAEMONETICS CORP净利率更高(13.2% vs 10.4%,领先2.8%),Ryman Hospitality Properties, Inc.同比增速更快(13.2% vs -2.7%),过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高(4.1% vs 0.4%)
豪洛捷(Haemonetics)是全球血液与血浆供应及服务提供商,于20世纪70年代由艾伦·(杰克)·莱瑟姆博士在马萨诸塞州内蒂克创立,业务围绕血液相关产品及配套服务展开,为全球医疗领域提供血液管理相关的专业解决方案。
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。
HAE vs RHP — 直观对比
营收规模更大
RHP
是对方的2.0倍
$339.0M
营收增速更快
RHP
高出15.9%
-2.7%
净利率更高
HAE
高出2.8%
10.4%
两年增速更快
RHP
近两年复合增速
0.4%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $339.0M | $664.6M |
| 净利润 | $44.7M | $69.4M |
| 毛利率 | 59.7% | — |
| 营业利润率 | 19.9% | 20.7% |
| 净利率 | 13.2% | 10.4% |
| 营收同比 | -2.7% | 13.2% |
| 净利润同比 | 19.3% | 10.1% |
| 每股收益(稀释后) | $0.95 | $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
HAE
RHP
| Q1 26 | — | $664.6M | ||
| Q4 25 | $339.0M | $737.8M | ||
| Q3 25 | $327.3M | $592.5M | ||
| Q2 25 | $321.4M | $659.5M | ||
| Q1 25 | $330.6M | $587.3M | ||
| Q4 24 | $348.5M | $647.6M | ||
| Q3 24 | $345.5M | $550.0M | ||
| Q2 24 | $336.2M | $613.3M |
净利润
HAE
RHP
| Q1 26 | — | $69.4M | ||
| Q4 25 | $44.7M | $74.5M | ||
| Q3 25 | $38.7M | $34.9M | ||
| Q2 25 | $34.0M | $71.8M | ||
| Q1 25 | $58.0M | $63.0M | ||
| Q4 24 | $37.5M | $72.3M | ||
| Q3 24 | $33.8M | $59.0M | ||
| Q2 24 | $38.4M | $100.8M |
毛利率
HAE
RHP
| Q1 26 | — | — | ||
| Q4 25 | 59.7% | 41.4% | ||
| Q3 25 | 59.5% | 40.9% | ||
| Q2 25 | 59.8% | 49.7% | ||
| Q1 25 | 58.4% | 44.4% | ||
| Q4 24 | 55.5% | 40.4% | ||
| Q3 24 | 54.2% | 43.1% | ||
| Q2 24 | 52.0% | 48.4% |
营业利润率
HAE
RHP
| Q1 26 | — | 20.7% | ||
| Q4 25 | 19.9% | 19.4% | ||
| Q3 25 | 17.9% | 15.0% | ||
| Q2 25 | 16.8% | 21.1% | ||
| Q1 25 | 21.6% | 19.8% | ||
| Q4 24 | 16.9% | 18.6% | ||
| Q3 24 | 15.0% | 19.3% | ||
| Q2 24 | 11.8% | 27.4% |
净利率
HAE
RHP
| Q1 26 | — | 10.4% | ||
| Q4 25 | 13.2% | 10.1% | ||
| Q3 25 | 11.8% | 5.9% | ||
| Q2 25 | 10.6% | 10.9% | ||
| Q1 25 | 17.5% | 10.7% | ||
| Q4 24 | 10.8% | 11.2% | ||
| Q3 24 | 9.8% | 10.7% | ||
| Q2 24 | 11.4% | 16.4% |
每股收益(稀释后)
HAE
RHP
| Q1 26 | — | $1.03 | ||
| Q4 25 | $0.95 | $1.12 | ||
| Q3 25 | $0.81 | $0.53 | ||
| Q2 25 | $0.70 | $1.12 | ||
| Q1 25 | $1.17 | $1.00 | ||
| Q4 24 | $0.74 | $1.12 | ||
| Q3 24 | $0.66 | $0.94 | ||
| Q2 24 | $0.74 | $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 | $363.4M | — |
| 总债务越低越好 | $1.2B | — |
| 股东权益账面价值 | $911.5M | $770.8M |
| 总资产 | $2.5B | $6.2B |
| 负债/权益比越低杠杆越低 | 1.34× | — |
8季度趋势,按日历期对齐
现金及短期投资
HAE
RHP
| Q1 26 | — | — | ||
| Q4 25 | $363.4M | $471.4M | ||
| Q3 25 | $296.4M | $483.3M | ||
| Q2 25 | $292.9M | $420.6M | ||
| Q1 25 | $306.8M | $413.9M | ||
| Q4 24 | $320.8M | $477.7M | ||
| Q3 24 | $299.3M | $534.9M | ||
| Q2 24 | $344.4M | $498.4M |
总债务
HAE
RHP
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
HAE
RHP
| Q1 26 | — | $770.8M | ||
| Q4 25 | $911.5M | $750.2M | ||
| Q3 25 | $849.2M | $758.5M | ||
| Q2 25 | $882.3M | $800.4M | ||
| Q1 25 | $820.8M | $531.5M | ||
| Q4 24 | $906.9M | $549.0M | ||
| Q3 24 | $878.9M | $551.9M | ||
| Q2 24 | $905.4M | $562.6M |
总资产
HAE
RHP
| Q1 26 | — | $6.2B | ||
| Q4 25 | $2.5B | $6.2B | ||
| Q3 25 | $2.4B | $6.2B | ||
| Q2 25 | $2.5B | $6.1B | ||
| Q1 25 | $2.5B | $5.2B | ||
| Q4 24 | $2.5B | $5.2B | ||
| Q3 24 | $2.5B | $5.2B | ||
| Q2 24 | $2.5B | $5.1B |
负债/权益比
HAE
RHP
| Q1 26 | — | — | ||
| Q4 25 | 1.34× | — | ||
| Q3 25 | 1.44× | — | ||
| Q2 25 | 1.39× | — | ||
| Q1 25 | 1.49× | — | ||
| 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 | $93.6M | — |
| 自由现金流经营现金流 - 资本支出 | $87.2M | — |
| 自由现金流率自由现金流/营收 | 25.7% | — |
| 资本支出强度资本支出/营收 | 1.9% | — |
| 现金转化率经营现金流/净利润 | 2.09× | — |
| 过去12个月自由现金流最近4个季度 | $308.1M | — |
8季度趋势,按日历期对齐
经营现金流
HAE
RHP
| Q1 26 | — | — | ||
| Q4 25 | $93.6M | $164.7M | ||
| Q3 25 | $111.3M | $205.2M | ||
| Q2 25 | $17.4M | $122.5M | ||
| Q1 25 | $116.6M | $98.2M | ||
| Q4 24 | $43.8M | $166.6M | ||
| Q3 24 | $48.8M | $218.1M | ||
| Q2 24 | $-27.4M | $184.3M |
自由现金流
HAE
RHP
| Q1 26 | — | — | ||
| Q4 25 | $87.2M | $58.5M | ||
| Q3 25 | $106.3M | $135.4M | ||
| Q2 25 | $13.6M | $53.0M | ||
| Q1 25 | $100.9M | $-14.5M | ||
| Q4 24 | $35.2M | $76.0M | ||
| Q3 24 | $39.4M | $85.7M | ||
| Q2 24 | $-33.1M | $78.8M |
自由现金流率
HAE
RHP
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 7.9% | ||
| Q3 25 | 32.5% | 22.9% | ||
| Q2 25 | 4.2% | 8.0% | ||
| Q1 25 | 30.5% | -2.5% | ||
| Q4 24 | 10.1% | 11.7% | ||
| Q3 24 | 11.4% | 15.6% | ||
| Q2 24 | -9.8% | 12.9% |
资本支出强度
HAE
RHP
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | 14.4% | ||
| Q3 25 | 1.5% | 11.8% | ||
| Q2 25 | 1.2% | 10.5% | ||
| Q1 25 | 4.7% | 19.2% | ||
| Q4 24 | 2.5% | 14.0% | ||
| Q3 24 | 2.7% | 24.1% | ||
| Q2 24 | 1.7% | 17.2% |
现金转化率
HAE
RHP
| Q1 26 | — | — | ||
| Q4 25 | 2.09× | 2.21× | ||
| Q3 25 | 2.88× | 5.88× | ||
| Q2 25 | 0.51× | 1.71× | ||
| Q1 25 | 2.01× | 1.56× | ||
| Q4 24 | 1.17× | 2.30× | ||
| Q3 24 | 1.44× | 3.70× | ||
| Q2 24 | -0.71× | 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
HAE
| Hospital | $143.5M | 42% |
| Plasma Productsand Services | $138.9M | 41% |
| Blood Center Productsand Services | $56.6M | 17% |
RHP
| Food and beverage | $289.3M | 44% |
| Rooms | $223.8M | 34% |
| Entertainment | $79.2M | 12% |
| Other | $72.3M | 11% |