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Installed Building Products, Inc.（IBP）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
Installed Building Products, Inc.的季度营收约是Ryman Hospitality Properties, Inc.的1.0倍（$747.5M vs $737.8M），Installed Building Products, Inc.净利率更高（10.2% vs 10.1%，领先0.2%），Ryman Hospitality Properties, Inc.同比增速更快（13.9% vs -0.4%），Ryman Hospitality Properties, Inc.自由现金流更多（$58.5M vs $49.3M），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（18.2% vs 3.9%）
Installed Building Products, Inc.是美国领先的建筑产品安装服务商，主营绝缘材料、排水沟、车库门、消防系统及窗帘等产品的专业安装服务，覆盖住宅新建、翻新改造及商业建筑三大领域，业务遍及美国大部分地区。
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。
IBP vs RHP — 直观对比
营收规模更大
IBP
是对方的1.0倍
$737.8M
营收增速更快
RHP
高出14.3%
-0.4%
净利率更高
IBP
高出0.2%
10.1%
自由现金流更多
RHP
多$9.2M
$49.3M
两年增速更快
RHP
近两年复合增速
3.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $747.5M | $737.8M |
| 净利润 | $76.6M | $74.5M |
| 毛利率 | 35.0% | 41.4% |
| 营业利润率 | 14.6% | 19.4% |
| 净利率 | 10.2% | 10.1% |
| 营收同比 | -0.4% | 13.9% |
| 净利润同比 | 14.5% | 3.0% |
| 每股收益（稀释后） | $2.81 | $1.12 |
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IBPRHP
| Q4 25 | $747.5M | $737.8M | ||
| Q3 25 | $778.2M | $592.5M | ||
| Q2 25 | $760.3M | $659.5M | ||
| Q1 25 | $684.8M | $587.3M | ||
| Q4 24 | $750.2M | $647.6M | ||
| Q3 24 | $760.6M | $550.0M | ||
| Q2 24 | $737.6M | $613.3M | ||
| Q1 24 | $692.9M | $528.3M |
净利润IBPRHP
| Q4 25 | $76.6M | $74.5M | ||
| Q3 25 | $74.4M | $34.9M | ||
| Q2 25 | $69.0M | $71.8M | ||
| Q1 25 | $45.4M | $63.0M | ||
| Q4 24 | $66.9M | $72.3M | ||
| Q3 24 | $68.6M | $59.0M | ||
| Q2 24 | $65.2M | $100.8M | ||
| Q1 24 | $55.9M | $42.8M |
毛利率IBPRHP
| Q4 25 | 35.0% | 41.4% | ||
| Q3 25 | 34.0% | 40.9% | ||
| Q2 25 | 34.2% | 49.7% | ||
| Q1 25 | 32.7% | 44.4% | ||
| Q4 24 | 33.6% | 40.4% | ||
| Q3 24 | 33.8% | 43.1% | ||
| Q2 24 | 34.1% | 48.4% | ||
| Q1 24 | 33.8% | 41.5% |
营业利润率IBPRHP
| Q4 25 | 14.6% | 19.4% | ||
| Q3 25 | 13.7% | 15.0% | ||
| Q2 25 | 13.3% | 21.1% | ||
| Q1 25 | 10.2% | 19.8% | ||
| Q4 24 | 13.1% | 18.6% | ||
| Q3 24 | 13.3% | 19.3% | ||
| Q2 24 | 12.9% | 27.4% | ||
| Q1 24 | 12.7% | 18.2% |
净利率IBPRHP
| Q4 25 | 10.2% | 10.1% | ||
| Q3 25 | 9.6% | 5.9% | ||
| Q2 25 | 9.1% | 10.9% | ||
| Q1 25 | 6.6% | 10.7% | ||
| Q4 24 | 8.9% | 11.2% | ||
| Q3 24 | 9.0% | 10.7% | ||
| Q2 24 | 8.8% | 16.4% | ||
| Q1 24 | 8.1% | 8.1% |
每股收益（稀释后）IBPRHP
| Q4 25 | $2.81 | $1.12 | ||
| Q3 25 | $2.74 | $0.53 | ||
| Q2 25 | $2.52 | $1.12 | ||
| Q1 25 | $1.64 | $1.00 | ||
| Q4 24 | $2.39 | $1.12 | ||
| Q3 24 | $2.44 | $0.94 | ||
| Q2 24 | $2.30 | $1.65 | ||
| Q1 24 | $1.97 | $0.67 |
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 | $321.9M | $471.4M |
| 总债务越低越好 | $886.6M | — |
| 股东权益账面价值 | $709.9M | $750.2M |
| 总资产 | $2.1B | $6.2B |
| 负债/权益比越低杠杆越低 | 1.25× | — |
8季度趋势，按日历期对齐
现金及短期投资IBPRHP
| Q4 25 | $321.9M | $471.4M | ||
| Q3 25 | $333.3M | $483.3M | ||
| Q2 25 | $305.2M | $420.6M | ||
| Q1 25 | $298.7M | $413.9M | ||
| Q4 24 | $327.6M | $477.7M | ||
| Q3 24 | $406.2M | $534.9M | ||
| Q2 24 | $380.3M | $498.4M | ||
| Q1 24 | $399.9M | $465.3M |
总债务IBPRHP
| Q4 25 | $886.6M | — | ||
| Q3 25 | $880.8M | — | ||
| Q2 25 | $876.1M | — | ||
| Q1 25 | $872.4M | — | ||
| Q4 24 | $874.8M | — | ||
| Q3 24 | $872.3M | — | ||
| Q2 24 | $875.8M | — | ||
| Q1 24 | $875.0M | — |
股东权益IBPRHP
| Q4 25 | $709.9M | $750.2M | ||
| Q3 25 | $678.6M | $758.5M | ||
| Q2 25 | $664.5M | $800.4M | ||
| Q1 25 | $660.9M | $531.5M | ||
| Q4 24 | $705.3M | $549.0M | ||
| Q3 24 | $716.4M | $551.9M | ||
| Q2 24 | $685.3M | $562.6M | ||
| Q1 24 | $679.2M | $529.9M |
总资产IBPRHP
| Q4 25 | $2.1B | $6.2B | ||
| Q3 25 | $2.1B | $6.2B | ||
| Q2 25 | $2.0B | $6.1B | ||
| Q1 25 | $2.0B | $5.2B | ||
| Q4 24 | $2.1B | $5.2B | ||
| Q3 24 | $2.1B | $5.2B | ||
| Q2 24 | $2.0B | $5.1B | ||
| Q1 24 | $2.0B | $5.1B |
负债/权益比IBPRHP
| Q4 25 | 1.25× | — | ||
| Q3 25 | 1.30× | — | ||
| Q2 25 | 1.32× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 1.24× | — | ||
| Q3 24 | 1.22× | — | ||
| Q2 24 | 1.28× | — | ||
| Q1 24 | 1.29× | — |
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 | $64.9M | $164.7M |
| 自由现金流经营现金流 - 资本支出 | $49.3M | $58.5M |
| 自由现金流率自由现金流/营收 | 6.6% | 7.9% |
| 资本支出强度资本支出/营收 | 2.1% | 14.4% |
| 现金转化率经营现金流/净利润 | 0.85× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $300.8M | $232.4M |
8季度趋势，按日历期对齐
经营现金流IBPRHP
| Q4 25 | $64.9M | $164.7M | ||
| Q3 25 | $124.0M | $205.2M | ||
| Q2 25 | $90.4M | $122.5M | ||
| Q1 25 | $92.1M | $98.2M | ||
| Q4 24 | $74.8M | $166.6M | ||
| Q3 24 | $101.4M | $218.1M | ||
| Q2 24 | $79.0M | $184.3M | ||
| Q1 24 | $84.8M | $7.5M |
自由现金流IBPRHP
| Q4 25 | $49.3M | $58.5M | ||
| Q3 25 | $104.8M | $135.4M | ||
| Q2 25 | $74.8M | $53.0M | ||
| Q1 25 | $71.9M | $-14.5M | ||
| Q4 24 | $52.9M | $76.0M | ||
| Q3 24 | $77.3M | $85.7M | ||
| Q2 24 | $58.2M | $78.8M | ||
| Q1 24 | $63.0M | $-72.0M |
自由现金流率IBPRHP
| Q4 25 | 6.6% | 7.9% | ||
| Q3 25 | 13.5% | 22.9% | ||
| Q2 25 | 9.8% | 8.0% | ||
| Q1 25 | 10.5% | -2.5% | ||
| Q4 24 | 7.1% | 11.7% | ||
| Q3 24 | 10.2% | 15.6% | ||
| Q2 24 | 7.9% | 12.9% | ||
| Q1 24 | 9.1% | -13.6% |
资本支出强度IBPRHP
| Q4 25 | 2.1% | 14.4% | ||
| Q3 25 | 2.5% | 11.8% | ||
| Q2 25 | 2.1% | 10.5% | ||
| Q1 25 | 2.9% | 19.2% | ||
| Q4 24 | 2.9% | 14.0% | ||
| Q3 24 | 3.2% | 24.1% | ||
| Q2 24 | 2.8% | 17.2% | ||
| Q1 24 | 3.1% | 15.0% |
现金转化率IBPRHP
| Q4 25 | 0.85× | 2.21× | ||
| Q3 25 | 1.67× | 5.88× | ||
| Q2 25 | 1.31× | 1.71× | ||
| Q1 25 | 2.03× | 1.56× | ||
| Q4 24 | 1.12× | 2.30× | ||
| Q3 24 | 1.48× | 3.70× | ||
| Q2 24 | 1.21× | 1.83× | ||
| Q1 24 | 1.52× | 0.17× |
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
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
RHP
| Hotel Other | $157.7M | 21% |
| Gaylord Opryland | $147.4M | 20% |
| Hotel Transient Rooms | $93.6M | 13% |
| Hotel Food And Beverage Outlets | $92.2M | 12% |
| Gaylord Palms | $88.2M | 12% |
| Jw Marriott Hill Country | $53.7M | 7% |
| Entertainment Admissions And Ticketing | $43.1M | 6% |
| Entertainment Food And Beverage | $38.1M | 5% |
| Entertainment Retail And Other | $28.3M | 4% |
| Ac Hotel | $2.4M | 0% |
