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艺达思集团(IEX)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.的季度营收约是艺达思集团的1.7倍($664.6M vs $398.4M),艺达思集团净利率更高(30.1% vs 10.4%,领先19.7%),艺达思集团同比增速更快(16.7% vs 13.2%),过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高(4.1% vs -29.4%)
艺达思集团是一家公开上市的工业制造企业,专注于流体系统与特种工程产品的研发和生产,产品广泛应用于工业制造、生命科学、食品安全等多个领域,可为全球各行业客户提供高性能定制化解决方案。
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。
IEX vs RHP — 直观对比
营收规模更大
RHP
是对方的1.7倍
$398.4M
营收增速更快
IEX
高出3.5%
13.2%
净利率更高
IEX
高出19.7%
10.4%
两年增速更快
RHP
近两年复合增速
-29.4%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $398.4M | $664.6M |
| 净利润 | $120.0M | $69.4M |
| 毛利率 | 99.9% | — |
| 营业利润率 | 43.3% | 20.7% |
| 净利率 | 30.1% | 10.4% |
| 营收同比 | 16.7% | 13.2% |
| 净利润同比 | 25.7% | 10.1% |
| 每股收益(稀释后) | $1.61 | $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
IEX
RHP
| Q2 26 | $398.4M | — | ||
| Q1 26 | $407.7M | $664.6M | ||
| Q4 25 | $899.1M | $737.8M | ||
| Q3 25 | $878.7M | $592.5M | ||
| Q2 25 | $865.4M | $659.5M | ||
| Q1 25 | $814.3M | $587.3M | ||
| Q4 24 | $862.9M | $647.6M | ||
| Q3 24 | $798.2M | $550.0M |
净利润
IEX
RHP
| Q2 26 | $120.0M | — | ||
| Q1 26 | $128.3M | $69.4M | ||
| Q4 25 | $128.3M | $74.5M | ||
| Q3 25 | $127.8M | $34.9M | ||
| Q2 25 | $131.6M | $71.8M | ||
| Q1 25 | $95.5M | $63.0M | ||
| Q4 24 | $123.2M | $72.3M | ||
| Q3 24 | $119.1M | $59.0M |
毛利率
IEX
RHP
| Q2 26 | 99.9% | — | ||
| Q1 26 | 94.9% | — | ||
| Q4 25 | 43.1% | 41.4% | ||
| Q3 25 | 44.5% | 40.9% | ||
| Q2 25 | 45.3% | 49.7% | ||
| Q1 25 | 45.3% | 44.4% | ||
| Q4 24 | 42.5% | 40.4% | ||
| Q3 24 | 44.3% | 43.1% |
营业利润率
IEX
RHP
| Q2 26 | 43.3% | — | ||
| Q1 26 | 45.0% | 20.7% | ||
| Q4 25 | 20.4% | 19.4% | ||
| Q3 25 | 21.1% | 15.0% | ||
| Q2 25 | 21.7% | 21.1% | ||
| Q1 25 | 17.4% | 19.8% | ||
| Q4 24 | 19.2% | 18.6% | ||
| Q3 24 | 21.0% | 19.3% |
净利率
IEX
RHP
| Q2 26 | 30.1% | — | ||
| Q1 26 | 31.5% | 10.4% | ||
| Q4 25 | 14.3% | 10.1% | ||
| Q3 25 | 14.5% | 5.9% | ||
| Q2 25 | 15.2% | 10.9% | ||
| Q1 25 | 11.7% | 10.7% | ||
| Q4 24 | 14.3% | 11.2% | ||
| Q3 24 | 14.9% | 10.7% |
每股收益(稀释后)
IEX
RHP
| Q2 26 | $1.61 | — | ||
| Q1 26 | $1.71 | $1.03 | ||
| Q4 25 | $1.71 | $1.12 | ||
| Q3 25 | $1.70 | $0.53 | ||
| Q2 25 | $1.74 | $1.12 | ||
| Q1 25 | $1.26 | $1.00 | ||
| Q4 24 | $1.61 | $1.12 | ||
| Q3 24 | $1.57 | $0.94 |
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 | $586.2M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $770.8M |
| 总资产 | $6.9B | $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
IEX
RHP
| Q2 26 | $586.2M | — | ||
| Q1 26 | $580.0M | — | ||
| Q4 25 | $580.0M | $471.4M | ||
| Q3 25 | $593.8M | $483.3M | ||
| Q2 25 | $568.2M | $420.6M | ||
| Q1 25 | $594.1M | $413.9M | ||
| Q4 24 | $620.8M | $477.7M | ||
| Q3 24 | $633.2M | $534.9M |
总债务
IEX
RHP
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.1B | — |
股东权益
IEX
RHP
| Q2 26 | $4.0B | — | ||
| Q1 26 | $4.0B | $770.8M | ||
| Q4 25 | $4.0B | $750.2M | ||
| Q3 25 | $4.0B | $758.5M | ||
| Q2 25 | $4.0B | $800.4M | ||
| Q1 25 | $3.9B | $531.5M | ||
| Q4 24 | $3.8B | $549.0M | ||
| Q3 24 | $3.8B | $551.9M |
总资产
IEX
RHP
| Q2 26 | $6.9B | — | ||
| Q1 26 | $6.9B | $6.2B | ||
| Q4 25 | $6.9B | $6.2B | ||
| Q3 25 | $7.0B | $6.2B | ||
| Q2 25 | $6.9B | $6.1B | ||
| Q1 25 | $6.8B | $5.2B | ||
| Q4 24 | $6.7B | $5.2B | ||
| Q3 24 | $7.0B | $5.2B |
负债/权益比
IEX
RHP
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | — | ||
| Q3 25 | 0.48× | — | ||
| Q2 25 | 0.46× | — | ||
| Q1 25 | 0.50× | — | ||
| Q4 24 | 0.52× | — | ||
| Q3 24 | 0.55× | — |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $86.0M | — |
| 自由现金流率自由现金流/营收 | 21.6% | — |
| 资本支出强度资本支出/营收 | 4.4% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $654.3M | — |
8季度趋势,按日历期对齐
经营现金流
IEX
RHP
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $209.5M | $164.7M | ||
| Q3 25 | $203.5M | $205.2M | ||
| Q2 25 | $161.7M | $122.5M | ||
| Q1 25 | $105.7M | $98.2M | ||
| Q4 24 | $172.6M | $166.6M | ||
| Q3 24 | $205.3M | $218.1M |
自由现金流
IEX
RHP
| Q2 26 | $86.0M | — | ||
| Q1 26 | $189.8M | — | ||
| Q4 25 | $189.8M | $58.5M | ||
| Q3 25 | $188.7M | $135.4M | ||
| Q2 25 | $146.9M | $53.0M | ||
| Q1 25 | $91.4M | $-14.5M | ||
| Q4 24 | $157.1M | $76.0M | ||
| Q3 24 | $191.6M | $85.7M |
自由现金流率
IEX
RHP
| Q2 26 | 21.6% | — | ||
| Q1 26 | 46.6% | — | ||
| Q4 25 | 21.1% | 7.9% | ||
| Q3 25 | 21.5% | 22.9% | ||
| Q2 25 | 17.0% | 8.0% | ||
| Q1 25 | 11.2% | -2.5% | ||
| Q4 24 | 18.2% | 11.7% | ||
| Q3 24 | 24.0% | 15.6% |
资本支出强度
IEX
RHP
| Q2 26 | 4.4% | — | ||
| Q1 26 | 15.6% | — | ||
| Q4 25 | 2.2% | 14.4% | ||
| Q3 25 | 1.7% | 11.8% | ||
| Q2 25 | 1.7% | 10.5% | ||
| Q1 25 | 1.8% | 19.2% | ||
| Q4 24 | 1.8% | 14.0% | ||
| Q3 24 | 1.7% | 24.1% |
现金转化率
IEX
RHP
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.63× | 2.21× | ||
| Q3 25 | 1.59× | 5.88× | ||
| Q2 25 | 1.23× | 1.71× | ||
| Q1 25 | 1.11× | 1.56× | ||
| Q4 24 | 1.40× | 2.30× | ||
| Q3 24 | 1.72× | 3.70× |
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
IEX
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% |