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Invitation Homes（INVH）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
Invitation Homes的季度营收约是Ryman Hospitality Properties, Inc.的1.0倍（$685.3M vs $664.6M），Invitation Homes净利率更高（21.1% vs 10.4%，领先10.7%），Ryman Hospitality Properties, Inc.同比增速更快（13.2% vs 4.0%），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（4.1% vs 3.0%）
Invitation Homes是纽交所上市企业，总部位于美国得克萨斯州达拉斯市林肯中心大厦，由Dallas B. Tanner出任首席执行官。截至2024年7月，公司在全美16个市场持有约8.4万套独栋出租住宅，是美国规模最大的独栋住宅租赁业主，17%的租金收入来自加利福尼亚州。
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。
INVH vs RHP — 直观对比
营收规模更大
INVH
是对方的1.0倍
$664.6M
营收增速更快
RHP
高出9.2%
4.0%
净利率更高
INVH
高出10.7%
10.4%
两年增速更快
RHP
近两年复合增速
3.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $685.3M | $664.6M |
| 净利润 | $144.6M | $69.4M |
| 毛利率 | — | — |
| 营业利润率 | — | 20.7% |
| 净利率 | 21.1% | 10.4% |
| 营收同比 | 4.0% | 13.2% |
| 净利润同比 | 1.0% | 10.1% |
| 每股收益（稀释后） | $0.24 | $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INVHRHP
| Q1 26 | — | $664.6M | ||
| Q4 25 | $685.3M | $737.8M | ||
| Q3 25 | $688.2M | $592.5M | ||
| Q2 25 | $681.4M | $659.5M | ||
| Q1 25 | $674.5M | $587.3M | ||
| Q4 24 | $659.1M | $647.6M | ||
| Q3 24 | $660.3M | $550.0M | ||
| Q2 24 | $653.5M | $613.3M |
净利润INVHRHP
| Q1 26 | — | $69.4M | ||
| Q4 25 | $144.6M | $74.5M | ||
| Q3 25 | $136.7M | $34.9M | ||
| Q2 25 | $140.9M | $71.8M | ||
| Q1 25 | $165.7M | $63.0M | ||
| Q4 24 | $143.1M | $72.3M | ||
| Q3 24 | $95.3M | $59.0M | ||
| Q2 24 | $73.2M | $100.8M |
毛利率INVHRHP
| Q1 26 | — | — | ||
| Q4 25 | — | 41.4% | ||
| Q3 25 | — | 40.9% | ||
| Q2 25 | — | 49.7% | ||
| Q1 25 | — | 44.4% | ||
| Q4 24 | — | 40.4% | ||
| Q3 24 | — | 43.1% | ||
| Q2 24 | — | 48.4% |
营业利润率INVHRHP
| Q1 26 | — | 20.7% | ||
| Q4 25 | — | 19.4% | ||
| Q3 25 | — | 15.0% | ||
| Q2 25 | — | 21.1% | ||
| Q1 25 | — | 19.8% | ||
| Q4 24 | — | 18.6% | ||
| Q3 24 | — | 19.3% | ||
| Q2 24 | — | 27.4% |
净利率INVHRHP
| Q1 26 | — | 10.4% | ||
| Q4 25 | 21.1% | 10.1% | ||
| Q3 25 | 19.9% | 5.9% | ||
| Q2 25 | 20.7% | 10.9% | ||
| Q1 25 | 24.6% | 10.7% | ||
| Q4 24 | 21.7% | 11.2% | ||
| Q3 24 | 14.4% | 10.7% | ||
| Q2 24 | 11.2% | 16.4% |
每股收益（稀释后）INVHRHP
| Q1 26 | — | $1.03 | ||
| Q4 25 | $0.24 | $1.12 | ||
| Q3 25 | $0.22 | $0.53 | ||
| Q2 25 | $0.23 | $1.12 | ||
| Q1 25 | $0.27 | $1.00 | ||
| Q4 24 | $0.24 | $1.12 | ||
| Q3 24 | $0.15 | $0.94 | ||
| Q2 24 | $0.12 | $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 | $130.0M | — |
| 总债务越低越好 | $8.4B | — |
| 股东权益账面价值 | $9.5B | $770.8M |
| 总资产 | $18.7B | $6.2B |
| 负债/权益比越低杠杆越低 | 0.88× | — |
8季度趋势，按日历期对齐
现金及短期投资INVHRHP
| Q1 26 | — | — | ||
| Q4 25 | $130.0M | $471.4M | ||
| Q3 25 | $155.4M | $483.3M | ||
| Q2 25 | $65.1M | $420.6M | ||
| Q1 25 | $84.4M | $413.9M | ||
| Q4 24 | $174.5M | $477.7M | ||
| Q3 24 | $1.0B | $534.9M | ||
| Q2 24 | $749.4M | $498.4M |
总债务INVHRHP
| Q1 26 | — | — | ||
| Q4 25 | $8.4B | — | ||
| Q3 25 | $8.2B | — | ||
| Q2 25 | $8.2B | — | ||
| Q1 25 | $8.1B | — | ||
| Q4 24 | $8.2B | — | ||
| Q3 24 | $9.0B | — | ||
| Q2 24 | $8.5B | — |
股东权益INVHRHP
| Q1 26 | — | $770.8M | ||
| Q4 25 | $9.5B | $750.2M | ||
| Q3 25 | $9.6B | $758.5M | ||
| Q2 25 | $9.7B | $800.4M | ||
| Q1 25 | $9.7B | $531.5M | ||
| Q4 24 | $9.8B | $549.0M | ||
| Q3 24 | $9.9B | $551.9M | ||
| Q2 24 | $10.0B | $562.6M |
总资产INVHRHP
| Q1 26 | — | $6.2B | ||
| Q4 25 | $18.7B | $6.2B | ||
| Q3 25 | $18.8B | $6.2B | ||
| Q2 25 | $18.7B | $6.1B | ||
| Q1 25 | $18.6B | $5.2B | ||
| Q4 24 | $18.7B | $5.2B | ||
| Q3 24 | $19.6B | $5.2B | ||
| Q2 24 | $19.2B | $5.1B |
负债/权益比INVHRHP
| Q1 26 | — | — | ||
| Q4 25 | 0.88× | — | ||
| Q3 25 | 0.86× | — | ||
| Q2 25 | 0.85× | — | ||
| Q1 25 | 0.83× | — | ||
| Q4 24 | 0.84× | — | ||
| Q3 24 | 0.91× | — | ||
| Q2 24 | 0.85× | — |
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 | $128.7M | — |
| 自由现金流经营现金流 - 资本支出 | $122.4M | — |
| 自由现金流率自由现金流/营收 | 17.9% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | 0.89× | — |
| 过去12个月自由现金流最近4个季度 | $1.2B | — |
8季度趋势，按日历期对齐
经营现金流INVHRHP
| Q1 26 | — | — | ||
| Q4 25 | $128.7M | $164.7M | ||
| Q3 25 | $394.6M | $205.2M | ||
| Q2 25 | $382.5M | $122.5M | ||
| Q1 25 | $300.5M | $98.2M | ||
| Q4 24 | $132.8M | $166.6M | ||
| Q3 24 | $313.6M | $218.1M | ||
| Q2 24 | $369.8M | $184.3M |
自由现金流INVHRHP
| Q1 26 | — | — | ||
| Q4 25 | $122.4M | $58.5M | ||
| Q3 25 | $387.8M | $135.4M | ||
| Q2 25 | $374.4M | $53.0M | ||
| Q1 25 | $293.3M | $-14.5M | ||
| Q4 24 | $125.0M | $76.0M | ||
| Q3 24 | $305.2M | $85.7M | ||
| Q2 24 | $363.8M | $78.8M |
自由现金流率INVHRHP
| Q1 26 | — | — | ||
| Q4 25 | 17.9% | 7.9% | ||
| Q3 25 | 56.4% | 22.9% | ||
| Q2 25 | 54.9% | 8.0% | ||
| Q1 25 | 43.5% | -2.5% | ||
| Q4 24 | 19.0% | 11.7% | ||
| Q3 24 | 46.2% | 15.6% | ||
| Q2 24 | 55.7% | 12.9% |
资本支出强度INVHRHP
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 14.4% | ||
| Q3 25 | 1.0% | 11.8% | ||
| Q2 25 | 1.2% | 10.5% | ||
| Q1 25 | 1.1% | 19.2% | ||
| Q4 24 | 1.2% | 14.0% | ||
| Q3 24 | 1.3% | 24.1% | ||
| Q2 24 | 0.9% | 17.2% |
现金转化率INVHRHP
| Q1 26 | — | — | ||
| Q4 25 | 0.89× | 2.21× | ||
| Q3 25 | 2.89× | 5.88× | ||
| Q2 25 | 2.71× | 1.71× | ||
| Q1 25 | 1.81× | 1.56× | ||
| Q4 24 | 0.93× | 2.30× | ||
| Q3 24 | 3.29× | 3.70× | ||
| Q2 24 | 5.05× | 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
INVH
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% |
