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Indivior Pharmaceuticals, Inc.（INDV）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Indivior Pharmaceuticals, Inc.的1.9倍（$664.6M vs $357.0M），Indivior Pharmaceuticals, Inc.净利率更高（28.9% vs 10.4%，领先18.4%）
Indivior是一家全球专科制药企业，专注于开发和商业化针对阿片类物质使用障碍、酒精依赖及相关精神健康疾病的循证治疗方案，核心市场覆盖北美与欧洲，旗下多款获批疗法服务于医疗需求未被充分满足的患者群体。
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。
INDV vs RHP — 直观对比
营收规模更大
RHP
是对方的1.9倍
$357.0M
净利率更高
INDV
高出18.4%
10.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $357.0M | $664.6M |
| 净利润 | $103.0M | $69.4M |
| 毛利率 | 82.1% | — |
| 营业利润率 | 22.7% | 20.7% |
| 净利率 | 28.9% | 10.4% |
| 营收同比 | — | 13.2% |
| 净利润同比 | 390.5% | 10.1% |
| 每股收益（稀释后） | $0.79 | $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INDVRHP
| Q1 26 | — | $664.6M | ||
| Q4 25 | $357.0M | $737.8M | ||
| Q3 25 | $314.0M | $592.5M | ||
| Q2 25 | $302.0M | $659.5M | ||
| Q1 25 | $266.0M | $587.3M | ||
| Q4 24 | — | $647.6M | ||
| Q3 24 | $307.0M | $550.0M | ||
| Q2 24 | $299.0M | $613.3M |
净利润INDVRHP
| Q1 26 | — | $69.4M | ||
| Q4 25 | $103.0M | $74.5M | ||
| Q3 25 | $42.0M | $34.9M | ||
| Q2 25 | $18.0M | $71.8M | ||
| Q1 25 | $47.0M | $63.0M | ||
| Q4 24 | — | $72.3M | ||
| Q3 24 | $22.0M | $59.0M | ||
| Q2 24 | $-97.0M | $100.8M |
毛利率INDVRHP
| Q1 26 | — | — | ||
| Q4 25 | 82.1% | 41.4% | ||
| Q3 25 | 73.2% | 40.9% | ||
| Q2 25 | 82.8% | 49.7% | ||
| Q1 25 | 83.1% | 44.4% | ||
| Q4 24 | — | 40.4% | ||
| Q3 24 | 78.5% | 43.1% | ||
| Q2 24 | 73.6% | 48.4% |
营业利润率INDVRHP
| Q1 26 | — | 20.7% | ||
| Q4 25 | 22.7% | 19.4% | ||
| Q3 25 | 13.7% | 15.0% | ||
| Q2 25 | 23.8% | 21.1% | ||
| Q1 25 | 24.8% | 19.8% | ||
| Q4 24 | — | 18.6% | ||
| Q3 24 | 11.4% | 19.3% | ||
| Q2 24 | -39.5% | 27.4% |
净利率INDVRHP
| Q1 26 | — | 10.4% | ||
| Q4 25 | 28.9% | 10.1% | ||
| Q3 25 | 13.4% | 5.9% | ||
| Q2 25 | 6.0% | 10.9% | ||
| Q1 25 | 17.7% | 10.7% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | 7.2% | 10.7% | ||
| Q2 24 | -32.4% | 16.4% |
每股收益（稀释后）INDVRHP
| Q1 26 | — | $1.03 | ||
| Q4 25 | $0.79 | $1.12 | ||
| Q3 25 | $0.33 | $0.53 | ||
| Q2 25 | $0.14 | $1.12 | ||
| Q1 25 | $0.38 | $1.00 | ||
| Q4 24 | — | $1.12 | ||
| Q3 24 | $0.16 | $0.94 | ||
| Q2 24 | $-0.72 | $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 | $195.0M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-98.0M | $770.8M |
| 总资产 | $1.2B | $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INDVRHP
| Q1 26 | — | — | ||
| Q4 25 | $195.0M | $471.4M | ||
| Q3 25 | $445.0M | $483.3M | ||
| Q2 25 | $510.0M | $420.6M | ||
| Q1 25 | $373.0M | $413.9M | ||
| Q4 24 | — | $477.7M | ||
| Q3 24 | — | $534.9M | ||
| Q2 24 | — | $498.4M |
股东权益INDVRHP
| Q1 26 | — | $770.8M | ||
| Q4 25 | $-98.0M | $750.2M | ||
| Q3 25 | $-207.0M | $758.5M | ||
| Q2 25 | $-257.0M | $800.4M | ||
| Q1 25 | $-285.0M | $531.5M | ||
| Q4 24 | — | $549.0M | ||
| Q3 24 | $-310.0M | $551.9M | ||
| Q2 24 | $-281.0M | $562.6M |
总资产INDVRHP
| Q1 26 | — | $6.2B | ||
| Q4 25 | $1.2B | $6.2B | ||
| Q3 25 | $1.4B | $6.2B | ||
| Q2 25 | $1.5B | $6.1B | ||
| Q1 25 | $1.4B | $5.2B | ||
| Q4 24 | — | $5.2B | ||
| Q3 24 | — | $5.2B | ||
| Q2 24 | — | $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 | $-221.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-245.0M | — |
| 自由现金流率自由现金流/营收 | -68.6% | — |
| 资本支出强度资本支出/营收 | 6.7% | — |
| 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 | $-93.0M | — |
8季度趋势，按日历期对齐
经营现金流INDVRHP
| Q1 26 | — | — | ||
| Q4 25 | $-221.0M | $164.7M | ||
| Q3 25 | $-39.0M | $205.2M | ||
| Q2 25 | $158.0M | $122.5M | ||
| Q1 25 | $75.0M | $98.2M | ||
| Q4 24 | — | $166.6M | ||
| Q3 24 | $2.0M | $218.1M | ||
| Q2 24 | $88.0M | $184.3M |
自由现金流INDVRHP
| Q1 26 | — | — | ||
| Q4 25 | $-245.0M | $58.5M | ||
| Q3 25 | $-59.0M | $135.4M | ||
| Q2 25 | $141.0M | $53.0M | ||
| Q1 25 | $70.0M | $-14.5M | ||
| Q4 24 | — | $76.0M | ||
| Q3 24 | $-5.0M | $85.7M | ||
| Q2 24 | $84.0M | $78.8M |
自由现金流率INDVRHP
| Q1 26 | — | — | ||
| Q4 25 | -68.6% | 7.9% | ||
| Q3 25 | -18.8% | 22.9% | ||
| Q2 25 | 46.7% | 8.0% | ||
| Q1 25 | 26.3% | -2.5% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | -1.6% | 15.6% | ||
| Q2 24 | 28.1% | 12.9% |
资本支出强度INDVRHP
| Q1 26 | — | — | ||
| Q4 25 | 6.7% | 14.4% | ||
| Q3 25 | 6.4% | 11.8% | ||
| Q2 25 | 5.6% | 10.5% | ||
| Q1 25 | 1.9% | 19.2% | ||
| Q4 24 | — | 14.0% | ||
| Q3 24 | 2.3% | 24.1% | ||
| Q2 24 | 1.3% | 17.2% |
现金转化率INDVRHP
| Q1 26 | — | — | ||
| Q4 25 | -2.15× | 2.21× | ||
| Q3 25 | -0.93× | 5.88× | ||
| Q2 25 | 8.78× | 1.71× | ||
| Q1 25 | 1.60× | 1.56× | ||
| Q4 24 | — | 2.30× | ||
| Q3 24 | 0.09× | 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
INDV
| Sublocade | $233.0M | 65% |
| Sublingual And Other | $69.0M | 19% |
| Other | $49.0M | 14% |
| Perseris | $6.0M | 2% |
RHP
| Food and beverage | $289.3M | 44% |
| Rooms | $223.8M | 34% |
| Entertainment | $79.2M | 12% |
| Other | $72.3M | 11% |
