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JBT Marel Corp（JBTM）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
JBT Marel Corp的季度营收约是Ryman Hospitality Properties, Inc.的1.4倍（$1.0B vs $737.8M），Ryman Hospitality Properties, Inc.净利率更高（10.1% vs 5.3%，领先4.8%），JBT Marel Corp同比增速更快（115.6% vs 13.9%），JBT Marel Corp自由现金流更多（$83.5M vs $58.5M），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs 18.2%）
JBT Marel Corp（原称JBT公司、约翰宾技术公司）是主营食品加工机械及自动化车辆的企业，2008年由FMC技术公司拆分非能源业务独立注册成立，总部位于美国伊利诺伊州芝加哥，发展历史可追溯至1884年加州洛斯加托斯果园主约翰·宾创办的企业。
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。
JBTM vs RHP — 直观对比
营收规模更大
JBTM
是对方的1.4倍
$737.8M
营收增速更快
JBTM
高出101.6%
13.9%
净利率更高
RHP
高出4.8%
5.3%
自由现金流更多
JBTM
多$25.0M
$58.5M
两年增速更快
JBTM
近两年复合增速
18.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $737.8M |
| 净利润 | $53.1M | $74.5M |
| 毛利率 | 34.5% | 41.4% |
| 营业利润率 | 7.2% | 19.4% |
| 净利率 | 5.3% | 10.1% |
| 营收同比 | 115.6% | 13.9% |
| 净利润同比 | 858.6% | 3.0% |
| 每股收益（稀释后） | $1.04 | $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JBTMRHP
| Q4 25 | $1.0B | $737.8M | ||
| Q3 25 | $1.0B | $592.5M | ||
| Q2 25 | $934.8M | $659.5M | ||
| Q1 25 | $854.1M | $587.3M | ||
| Q4 24 | $467.6M | $647.6M | ||
| Q3 24 | $453.8M | $550.0M | ||
| Q2 24 | $402.3M | $613.3M | ||
| Q1 24 | $392.3M | $528.3M |
净利润JBTMRHP
| Q4 25 | $53.1M | $74.5M | ||
| Q3 25 | $66.0M | $34.9M | ||
| Q2 25 | $3.4M | $71.8M | ||
| Q1 25 | $-173.0M | $63.0M | ||
| Q4 24 | $-7.0M | $72.3M | ||
| Q3 24 | $38.9M | $59.0M | ||
| Q2 24 | $30.7M | $100.8M | ||
| Q1 24 | $22.8M | $42.8M |
毛利率JBTMRHP
| Q4 25 | 34.5% | 41.4% | ||
| Q3 25 | 35.9% | 40.9% | ||
| Q2 25 | 35.8% | 49.7% | ||
| Q1 25 | 34.2% | 44.4% | ||
| Q4 24 | 38.4% | 40.4% | ||
| Q3 24 | 36.1% | 43.1% | ||
| Q2 24 | 35.6% | 48.4% | ||
| Q1 24 | 35.8% | 41.5% |
营业利润率JBTMRHP
| Q4 25 | 7.2% | 19.4% | ||
| Q3 25 | 10.2% | 15.0% | ||
| Q2 25 | 5.2% | 21.1% | ||
| Q1 25 | -3.9% | 19.8% | ||
| Q4 24 | 3.4% | 18.6% | ||
| Q3 24 | 10.3% | 19.3% | ||
| Q2 24 | 6.7% | 27.4% | ||
| Q1 24 | 7.4% | 18.2% |
净利率JBTMRHP
| Q4 25 | 5.3% | 10.1% | ||
| Q3 25 | 6.6% | 5.9% | ||
| Q2 25 | 0.4% | 10.9% | ||
| Q1 25 | -20.3% | 10.7% | ||
| Q4 24 | -1.5% | 11.2% | ||
| Q3 24 | 8.6% | 10.7% | ||
| Q2 24 | 7.6% | 16.4% | ||
| Q1 24 | 5.8% | 8.1% |
每股收益（稀释后）JBTMRHP
| Q4 25 | $1.04 | $1.12 | ||
| Q3 25 | $1.26 | $0.53 | ||
| Q2 25 | $0.07 | $1.12 | ||
| Q1 25 | $-3.35 | $1.00 | ||
| Q4 24 | $-0.22 | $1.12 | ||
| Q3 24 | $1.21 | $0.94 | ||
| Q2 24 | $0.95 | $1.65 | ||
| Q1 24 | $0.71 | $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 | $167.9M | $471.4M |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $4.5B | $750.2M |
| 总资产 | $8.2B | $6.2B |
| 负债/权益比越低杠杆越低 | 0.33× | — |
8季度趋势，按日历期对齐
现金及短期投资JBTMRHP
| Q4 25 | $167.9M | $471.4M | ||
| Q3 25 | — | $483.3M | ||
| Q2 25 | — | $420.6M | ||
| Q1 25 | — | $413.9M | ||
| Q4 24 | $1.2B | $477.7M | ||
| Q3 24 | — | $534.9M | ||
| Q2 24 | — | $498.4M | ||
| Q1 24 | — | $465.3M |
总债务JBTMRHP
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $648.3M | — | ||
| Q2 24 | $647.7M | — | ||
| Q1 24 | $647.0M | — |
股东权益JBTMRHP
| Q4 25 | $4.5B | $750.2M | ||
| Q3 25 | $4.4B | $758.5M | ||
| Q2 25 | $4.4B | $800.4M | ||
| Q1 25 | $4.1B | $531.5M | ||
| Q4 24 | $1.5B | $549.0M | ||
| Q3 24 | $1.6B | $551.9M | ||
| Q2 24 | $1.5B | $562.6M | ||
| Q1 24 | $1.5B | $529.9M |
总资产JBTMRHP
| Q4 25 | $8.2B | $6.2B | ||
| Q3 25 | $8.2B | $6.2B | ||
| Q2 25 | $8.3B | $6.1B | ||
| Q1 25 | $8.0B | $5.2B | ||
| Q4 24 | $3.4B | $5.2B | ||
| Q3 24 | $2.8B | $5.2B | ||
| Q2 24 | $2.7B | $5.1B | ||
| Q1 24 | $2.7B | $5.1B |
负债/权益比JBTMRHP
| Q4 25 | 0.33× | — | ||
| Q3 25 | 0.34× | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.81× | — | ||
| Q3 24 | 0.41× | — | ||
| Q2 24 | 0.43× | — | ||
| Q1 24 | 0.43× | — |
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 | $117.4M | $164.7M |
| 自由现金流经营现金流 - 资本支出 | $83.5M | $58.5M |
| 自由现金流率自由现金流/营收 | 8.3% | 7.9% |
| 资本支出强度资本支出/营收 | 3.4% | 14.4% |
| 现金转化率经营现金流/净利润 | 2.21× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $238.1M | $232.4M |
8季度趋势，按日历期对齐
经营现金流JBTMRHP
| Q4 25 | $117.4M | $164.7M | ||
| Q3 25 | $87.7M | $205.2M | ||
| Q2 25 | $102.2M | $122.5M | ||
| Q1 25 | $34.4M | $98.2M | ||
| Q4 24 | $128.7M | $166.6M | ||
| Q3 24 | $71.9M | $218.1M | ||
| Q2 24 | $21.6M | $184.3M | ||
| Q1 24 | $10.4M | $7.5M |
自由现金流JBTMRHP
| Q4 25 | $83.5M | $58.5M | ||
| Q3 25 | $56.5M | $135.4M | ||
| Q2 25 | $83.7M | $53.0M | ||
| Q1 25 | $14.4M | $-14.5M | ||
| Q4 24 | $118.7M | $76.0M | ||
| Q3 24 | $65.0M | $85.7M | ||
| Q2 24 | $11.1M | $78.8M | ||
| Q1 24 | $-100.0K | $-72.0M |
自由现金流率JBTMRHP
| Q4 25 | 8.3% | 7.9% | ||
| Q3 25 | 5.6% | 22.9% | ||
| Q2 25 | 9.0% | 8.0% | ||
| Q1 25 | 1.7% | -2.5% | ||
| Q4 24 | 25.4% | 11.7% | ||
| Q3 24 | 14.3% | 15.6% | ||
| Q2 24 | 2.8% | 12.9% | ||
| Q1 24 | -0.0% | -13.6% |
资本支出强度JBTMRHP
| Q4 25 | 3.4% | 14.4% | ||
| Q3 25 | 3.1% | 11.8% | ||
| Q2 25 | 2.0% | 10.5% | ||
| Q1 25 | 2.3% | 19.2% | ||
| Q4 24 | 2.1% | 14.0% | ||
| Q3 24 | 1.5% | 24.1% | ||
| Q2 24 | 2.6% | 17.2% | ||
| Q1 24 | 2.7% | 15.0% |
现金转化率JBTMRHP
| Q4 25 | 2.21× | 2.21× | ||
| Q3 25 | 1.33× | 5.88× | ||
| Q2 25 | 30.06× | 1.71× | ||
| Q1 25 | — | 1.56× | ||
| Q4 24 | — | 2.30× | ||
| Q3 24 | 1.85× | 3.70× | ||
| Q2 24 | 0.70× | 1.83× | ||
| Q1 24 | 0.46× | 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
JBTM
暂无分部数据
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% |
