vs
null（JACK）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null的1.9倍（$664.6M vs $349.5M），Ryman Hospitality Properties, Inc.净利率更高（10.4% vs -0.7%，领先11.1%），Ryman Hospitality Properties, Inc.同比增速更快（13.2% vs -25.5%），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（4.1% vs -18.6%）
杰克盒子是源自美国的连锁快餐品牌，1951年由罗伯特·O·彼得森在加利福尼亚州圣迭戈创立，总部也设于此。品牌目前拥有超过2200家门店，业务主要覆盖美国西海岸，在西海岸以外的多个大都市区域以及关岛也设有门店。2017年12月前该公司曾运营Qdoba墨西哥烧烤连锁品牌，后该品牌被阿波罗全球管理收购。
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。
JACK vs RHP — 直观对比
营收规模更大
RHP
是对方的1.9倍
$349.5M
营收增速更快
RHP
高出38.7%
-25.5%
净利率更高
RHP
高出11.1%
-0.7%
两年增速更快
RHP
近两年复合增速
-18.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $349.5M | $664.6M |
| 净利润 | $-2.5M | $69.4M |
| 毛利率 | — | — |
| 营业利润率 | 13.3% | 20.7% |
| 净利率 | -0.7% | 10.4% |
| 营收同比 | -25.5% | 13.2% |
| 净利润同比 | -107.3% | 10.1% |
| 每股收益（稀释后） | $-0.13 | $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JACKRHP
| Q1 26 | $349.5M | $664.6M | ||
| Q4 25 | — | $737.8M | ||
| Q3 25 | — | $592.5M | ||
| Q2 25 | $336.7M | $659.5M | ||
| Q1 25 | $371.1M | $587.3M | ||
| Q4 24 | — | $647.6M | ||
| Q3 24 | — | $550.0M | ||
| Q2 24 | $365.3M | $613.3M |
净利润JACKRHP
| Q1 26 | $-2.5M | $69.4M | ||
| Q4 25 | — | $74.5M | ||
| Q3 25 | — | $34.9M | ||
| Q2 25 | $-142.2M | $71.8M | ||
| Q1 25 | $33.7M | $63.0M | ||
| Q4 24 | — | $72.3M | ||
| Q3 24 | — | $59.0M | ||
| Q2 24 | $25.0M | $100.8M |
毛利率JACKRHP
| 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JACKRHP
| Q1 26 | 13.3% | 20.7% | ||
| Q4 25 | — | 19.4% | ||
| Q3 25 | — | 15.0% | ||
| Q2 25 | -46.7% | 21.1% | ||
| Q1 25 | 19.0% | 19.8% | ||
| Q4 24 | — | 18.6% | ||
| Q3 24 | — | 19.3% | ||
| Q2 24 | 14.8% | 27.4% |
净利率JACKRHP
| Q1 26 | -0.7% | 10.4% | ||
| Q4 25 | — | 10.1% | ||
| Q3 25 | — | 5.9% | ||
| Q2 25 | -42.2% | 10.9% | ||
| Q1 25 | 9.1% | 10.7% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | — | 10.7% | ||
| Q2 24 | 6.8% | 16.4% |
每股收益（稀释后）JACKRHP
| Q1 26 | $-0.13 | $1.03 | ||
| Q4 25 | — | $1.12 | ||
| Q3 25 | — | $0.53 | ||
| Q2 25 | $-7.47 | $1.12 | ||
| Q1 25 | $1.75 | $1.00 | ||
| Q4 24 | — | $1.12 | ||
| Q3 24 | — | $0.94 | ||
| Q2 24 | $1.26 | $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 | — | — |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $-936.0M | $770.8M |
| 总资产 | $2.0B | $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JACKRHP
| Q1 26 | — | — | ||
| Q4 25 | — | $471.4M | ||
| Q3 25 | — | $483.3M | ||
| Q2 25 | — | $420.6M | ||
| Q1 25 | — | $413.9M | ||
| Q4 24 | — | $477.7M | ||
| Q3 24 | — | $534.9M | ||
| Q2 24 | — | $498.4M |
总债务JACKRHP
| Q1 26 | $1.6B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.7B | — |
股东权益JACKRHP
| Q1 26 | $-936.0M | $770.8M | ||
| Q4 25 | — | $750.2M | ||
| Q3 25 | — | $758.5M | ||
| Q2 25 | $-976.2M | $800.4M | ||
| Q1 25 | $-827.1M | $531.5M | ||
| Q4 24 | — | $549.0M | ||
| Q3 24 | — | $551.9M | ||
| Q2 24 | $-702.6M | $562.6M |
总资产JACKRHP
| Q1 26 | $2.0B | $6.2B | ||
| Q4 25 | — | $6.2B | ||
| Q3 25 | — | $6.2B | ||
| Q2 25 | $2.6B | $6.1B | ||
| Q1 25 | $2.8B | $5.2B | ||
| Q4 24 | — | $5.2B | ||
| Q3 24 | — | $5.2B | ||
| Q2 24 | $2.9B | $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 | $30.5M | — |
| 自由现金流经营现金流 - 资本支出 | $7.3M | — |
| 自由现金流率自由现金流/营收 | 2.1% | — |
| 资本支出强度资本支出/营收 | 6.6% | — |
| 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 | $34.8M | — |
8季度趋势，按日历期对齐
经营现金流JACKRHP
| Q1 26 | $30.5M | — | ||
| Q4 25 | — | $164.7M | ||
| Q3 25 | — | $205.2M | ||
| Q2 25 | $-36.8M | $122.5M | ||
| Q1 25 | $105.7M | $98.2M | ||
| Q4 24 | — | $166.6M | ||
| Q3 24 | — | $218.1M | ||
| Q2 24 | $16.7M | $184.3M |
自由现金流JACKRHP
| Q1 26 | $7.3M | — | ||
| Q4 25 | — | $58.5M | ||
| Q3 25 | — | $135.4M | ||
| Q2 25 | $-63.2M | $53.0M | ||
| Q1 25 | $84.4M | $-14.5M | ||
| Q4 24 | — | $76.0M | ||
| Q3 24 | — | $85.7M | ||
| Q2 24 | $6.4M | $78.8M |
自由现金流率JACKRHP
| Q1 26 | 2.1% | — | ||
| Q4 25 | — | 7.9% | ||
| Q3 25 | — | 22.9% | ||
| Q2 25 | -18.8% | 8.0% | ||
| Q1 25 | 22.7% | -2.5% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | — | 15.6% | ||
| Q2 24 | 1.8% | 12.9% |
资本支出强度JACKRHP
| Q1 26 | 6.6% | — | ||
| Q4 25 | — | 14.4% | ||
| Q3 25 | — | 11.8% | ||
| Q2 25 | 7.9% | 10.5% | ||
| Q1 25 | 5.7% | 19.2% | ||
| Q4 24 | — | 14.0% | ||
| Q3 24 | — | 24.1% | ||
| Q2 24 | 2.8% | 17.2% |
现金转化率JACKRHP
| Q1 26 | — | — | ||
| Q4 25 | — | 2.21× | ||
| Q3 25 | — | 5.88× | ||
| Q2 25 | — | 1.71× | ||
| Q1 25 | 3.14× | 1.56× | ||
| Q4 24 | — | 2.30× | ||
| Q3 24 | — | 3.70× | ||
| Q2 24 | 0.67× | 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
JACK
| Restaurant Sales | $131.9M | 38% |
| Franchise | $97.4M | 28% |
| Royaltyand Other | $58.9M | 17% |
| Advertising | $56.6M | 16% |
| Technology Service | $4.7M | 1% |
| Franchise Fees | $1.7M | 0% |
RHP
| Food and beverage | $289.3M | 44% |
| Rooms | $223.8M | 34% |
| Entertainment | $79.2M | 12% |
| Other | $72.3M | 11% |
