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Hims & Hers Health, Inc.（HIMS）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Hims & Hers Health, Inc.的1.1倍（$664.6M vs $617.8M），Ryman Hospitality Properties, Inc.净利率更高（10.4% vs 3.3%，领先7.1%），Hims & Hers Health, Inc.同比增速更快（28.4% vs 13.2%），过去两年Hims & Hers Health, Inc.的营收复合增速更高（49.0% vs 4.1%）
Hims & Hers Health, Inc.是2017年成立的美国远程医疗企业，面向消费者提供处方药品、非处方药物以及各类个人护理产品，依托线上服务模式为用户打造便捷的健康消费渠道，覆盖日常医疗、个护等多场景需求。
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。
HIMS vs RHP — 直观对比
营收规模更大
RHP
是对方的1.1倍
$617.8M
营收增速更快
HIMS
高出15.2%
13.2%
净利率更高
RHP
高出7.1%
3.3%
两年增速更快
HIMS
近两年复合增速
4.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $617.8M | $664.6M |
| 净利润 | $20.6M | $69.4M |
| 毛利率 | 71.9% | — |
| 营业利润率 | 1.5% | 20.7% |
| 净利率 | 3.3% | 10.4% |
| 营收同比 | 28.4% | 13.2% |
| 净利润同比 | -20.8% | 10.1% |
| 每股收益（稀释后） | $0.08 | $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HIMSRHP
| Q1 26 | — | $664.6M | ||
| Q4 25 | $617.8M | $737.8M | ||
| Q3 25 | $599.0M | $592.5M | ||
| Q2 25 | $544.8M | $659.5M | ||
| Q1 25 | $586.0M | $587.3M | ||
| Q4 24 | $481.1M | $647.6M | ||
| Q3 24 | $401.6M | $550.0M | ||
| Q2 24 | $315.6M | $613.3M |
净利润HIMSRHP
| Q1 26 | — | $69.4M | ||
| Q4 25 | $20.6M | $74.5M | ||
| Q3 25 | $15.8M | $34.9M | ||
| Q2 25 | $42.5M | $71.8M | ||
| Q1 25 | $49.5M | $63.0M | ||
| Q4 24 | $26.0M | $72.3M | ||
| Q3 24 | $75.6M | $59.0M | ||
| Q2 24 | $13.3M | $100.8M |
毛利率HIMSRHP
| Q1 26 | — | — | ||
| Q4 25 | 71.9% | 41.4% | ||
| Q3 25 | 73.8% | 40.9% | ||
| Q2 25 | 76.4% | 49.7% | ||
| Q1 25 | 73.5% | 44.4% | ||
| Q4 24 | 76.8% | 40.4% | ||
| Q3 24 | 79.2% | 43.1% | ||
| Q2 24 | 81.3% | 48.4% |
营业利润率HIMSRHP
| Q1 26 | — | 20.7% | ||
| Q4 25 | 1.5% | 19.4% | ||
| Q3 25 | 2.0% | 15.0% | ||
| Q2 25 | 4.9% | 21.1% | ||
| Q1 25 | 9.9% | 19.8% | ||
| Q4 24 | 3.9% | 18.6% | ||
| Q3 24 | 5.6% | 19.3% | ||
| Q2 24 | 3.5% | 27.4% |
净利率HIMSRHP
| Q1 26 | — | 10.4% | ||
| Q4 25 | 3.3% | 10.1% | ||
| Q3 25 | 2.6% | 5.9% | ||
| Q2 25 | 7.8% | 10.9% | ||
| Q1 25 | 8.4% | 10.7% | ||
| Q4 24 | 5.4% | 11.2% | ||
| Q3 24 | 18.8% | 10.7% | ||
| Q2 24 | 4.2% | 16.4% |
每股收益（稀释后）HIMSRHP
| Q1 26 | — | $1.03 | ||
| Q4 25 | $0.08 | $1.12 | ||
| Q3 25 | $0.06 | $0.53 | ||
| Q2 25 | $0.17 | $1.12 | ||
| Q1 25 | $0.20 | $1.00 | ||
| Q4 24 | $0.10 | $1.12 | ||
| Q3 24 | $0.32 | $0.94 | ||
| Q2 24 | $0.06 | $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 | $228.6M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $540.9M | $770.8M |
| 总资产 | $2.2B | $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HIMSRHP
| Q1 26 | — | — | ||
| Q4 25 | $228.6M | $471.4M | ||
| Q3 25 | $345.8M | $483.3M | ||
| Q2 25 | $1.1B | $420.6M | ||
| Q1 25 | $273.7M | $413.9M | ||
| Q4 24 | $220.6M | $477.7M | ||
| Q3 24 | $165.5M | $534.9M | ||
| Q2 24 | $129.3M | $498.4M |
股东权益HIMSRHP
| Q1 26 | — | $770.8M | ||
| Q4 25 | $540.9M | $750.2M | ||
| Q3 25 | $581.0M | $758.5M | ||
| Q2 25 | $562.7M | $800.4M | ||
| Q1 25 | $549.3M | $531.5M | ||
| Q4 24 | $476.7M | $549.0M | ||
| Q3 24 | $440.1M | $551.9M | ||
| Q2 24 | $362.0M | $562.6M |
总资产HIMSRHP
| Q1 26 | — | $6.2B | ||
| Q4 25 | $2.2B | $6.2B | ||
| Q3 25 | $2.2B | $6.2B | ||
| Q2 25 | $1.9B | $6.1B | ||
| Q1 25 | $891.7M | $5.2B | ||
| Q4 24 | $707.5M | $5.2B | ||
| Q3 24 | $602.3M | $5.2B | ||
| Q2 24 | $480.5M | $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 | $61.3M | — |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | — |
| 自由现金流率自由现金流/营收 | -0.4% | — |
| 资本支出强度资本支出/营收 | 10.3% | — |
| 现金转化率经营现金流/净利润 | 2.98× | — |
| 过去12个月自由现金流最近4个季度 | $57.4M | — |
8季度趋势，按日历期对齐
经营现金流HIMSRHP
| Q1 26 | — | — | ||
| Q4 25 | $61.3M | $164.7M | ||
| Q3 25 | $148.7M | $205.2M | ||
| Q2 25 | $-19.1M | $122.5M | ||
| Q1 25 | $109.1M | $98.2M | ||
| Q4 24 | $86.4M | $166.6M | ||
| Q3 24 | $85.3M | $218.1M | ||
| Q2 24 | $53.6M | $184.3M |
自由现金流HIMSRHP
| Q1 26 | — | — | ||
| Q4 25 | $-2.5M | $58.5M | ||
| Q3 25 | $79.3M | $135.4M | ||
| Q2 25 | $-69.5M | $53.0M | ||
| Q1 25 | $50.1M | $-14.5M | ||
| Q4 24 | $59.5M | $76.0M | ||
| Q3 24 | $79.4M | $85.7M | ||
| Q2 24 | $47.6M | $78.8M |
自由现金流率HIMSRHP
| Q1 26 | — | — | ||
| Q4 25 | -0.4% | 7.9% | ||
| Q3 25 | 13.2% | 22.9% | ||
| Q2 25 | -12.8% | 8.0% | ||
| Q1 25 | 8.5% | -2.5% | ||
| Q4 24 | 12.4% | 11.7% | ||
| Q3 24 | 19.8% | 15.6% | ||
| Q2 24 | 15.1% | 12.9% |
资本支出强度HIMSRHP
| Q1 26 | — | — | ||
| Q4 25 | 10.3% | 14.4% | ||
| Q3 25 | 11.6% | 11.8% | ||
| Q2 25 | 9.3% | 10.5% | ||
| Q1 25 | 10.1% | 19.2% | ||
| Q4 24 | 5.6% | 14.0% | ||
| Q3 24 | 1.5% | 24.1% | ||
| Q2 24 | 1.9% | 17.2% |
现金转化率HIMSRHP
| Q1 26 | — | — | ||
| Q4 25 | 2.98× | 2.21× | ||
| Q3 25 | 9.43× | 5.88× | ||
| Q2 25 | -0.45× | 1.71× | ||
| Q1 25 | 2.20× | 1.56× | ||
| Q4 24 | 3.32× | 2.30× | ||
| Q3 24 | 1.13× | 3.70× | ||
| Q2 24 | 4.03× | 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
HIMS
暂无分部数据
RHP
| Food and beverage | $289.3M | 44% |
| Rooms | $223.8M | 34% |
| Entertainment | $79.2M | 12% |
| Other | $72.3M | 11% |
