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LOUISIANA-PACIFIC CORP（LPX）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LOUISIANA-PACIFIC CORP的1.3倍（$737.8M vs $566.0M），Ryman Hospitality Properties, Inc.净利率更高（10.1% vs -1.4%，领先11.5%），Ryman Hospitality Properties, Inc.同比增速更快（13.9% vs -16.9%），Ryman Hospitality Properties, Inc.自由现金流更多（$58.5M vs $-8.0M），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（18.2% vs -11.6%）
路易斯安那-太平洋公司（简称LP）是美国知名建材制造商，成立于1973年，是美国定向结构刨花板（OSB）生产的开创者，总部现位于田纳西州纳什维尔。作为全球最大的OSB生产商，公司还生产工程木建材产品，通过建材分销商、经销商及家居零售中心向建筑商和业主供货。
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。
LPX vs RHP — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $737.8M |
| 净利润 | $-8.0M | $74.5M |
| 毛利率 | 15.0% | 41.4% |
| 营业利润率 | -1.6% | 19.4% |
| 净利率 | -1.4% | 10.1% |
| 营收同比 | -16.9% | 13.9% |
| 净利润同比 | -112.9% | 3.0% |
| 每股收益（稀释后） | $-0.12 | $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
| Q4 25 | $566.0M | $737.8M | ||
| Q3 25 | $663.0M | $592.5M | ||
| Q2 25 | $755.0M | $659.5M | ||
| Q1 25 | $724.0M | $587.3M | ||
| Q4 24 | $681.0M | $647.6M | ||
| Q3 24 | $722.0M | $550.0M | ||
| Q2 24 | $814.0M | $613.3M | ||
| Q1 24 | $724.0M | $528.3M |
| Q4 25 | $-8.0M | $74.5M | ||
| Q3 25 | $9.0M | $34.9M | ||
| Q2 25 | $54.0M | $71.8M | ||
| Q1 25 | $91.0M | $63.0M | ||
| Q4 24 | $62.0M | $72.3M | ||
| Q3 24 | $90.0M | $59.0M | ||
| Q2 24 | $160.0M | $100.8M | ||
| Q1 24 | $108.0M | $42.8M |
| Q4 25 | 15.0% | 41.4% | ||
| Q3 25 | 19.5% | 40.9% | ||
| Q2 25 | 23.6% | 49.7% | ||
| Q1 25 | 27.2% | 44.4% | ||
| Q4 24 | 23.8% | 40.4% | ||
| Q3 24 | 26.7% | 43.1% | ||
| Q2 24 | 32.3% | 48.4% | ||
| Q1 24 | 29.6% | 41.5% |
| Q4 25 | -1.6% | 19.4% | ||
| Q3 25 | 2.7% | 15.0% | ||
| Q2 25 | 10.6% | 21.1% | ||
| Q1 25 | 16.6% | 19.8% | ||
| Q4 24 | 11.0% | 18.6% | ||
| Q3 24 | 16.1% | 19.3% | ||
| Q2 24 | 23.8% | 27.4% | ||
| Q1 24 | 20.0% | 18.2% |
| Q4 25 | -1.4% | 10.1% | ||
| Q3 25 | 1.4% | 5.9% | ||
| Q2 25 | 7.2% | 10.9% | ||
| Q1 25 | 12.6% | 10.7% | ||
| Q4 24 | 9.1% | 11.2% | ||
| Q3 24 | 12.5% | 10.7% | ||
| Q2 24 | 19.7% | 16.4% | ||
| Q1 24 | 14.9% | 8.1% |
| Q4 25 | $-0.12 | $1.12 | ||
| Q3 25 | $0.13 | $0.53 | ||
| Q2 25 | $0.77 | $1.12 | ||
| Q1 25 | $1.30 | $1.00 | ||
| Q4 24 | $0.90 | $1.12 | ||
| Q3 24 | $1.28 | $0.94 | ||
| Q2 24 | $2.23 | $1.65 | ||
| Q1 24 | $1.48 | $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 | $292.0M | $471.4M |
| 总债务越低越好 | $348.0M | — |
| 股东权益账面价值 | $1.7B | $750.2M |
| 总资产 | $2.6B | $6.2B |
| 负债/权益比越低杠杆越低 | 0.20× | — |
8季度趋势，按日历期对齐
| Q4 25 | $292.0M | $471.4M | ||
| Q3 25 | $316.0M | $483.3M | ||
| Q2 25 | $333.0M | $420.6M | ||
| Q1 25 | $256.0M | $413.9M | ||
| Q4 24 | $340.0M | $477.7M | ||
| Q3 24 | $346.0M | $534.9M | ||
| Q2 24 | $317.0M | $498.4M | ||
| Q1 24 | $244.0M | $465.3M |
| Q4 25 | $348.0M | — | ||
| Q3 25 | $348.0M | — | ||
| Q2 25 | $348.0M | — | ||
| Q1 25 | $348.0M | — | ||
| Q4 24 | $348.0M | — | ||
| Q3 24 | $347.0M | — | ||
| Q2 24 | $347.0M | — | ||
| Q1 24 | $347.0M | — |
| Q4 25 | $1.7B | $750.2M | ||
| Q3 25 | $1.7B | $758.5M | ||
| Q2 25 | $1.7B | $800.4M | ||
| Q1 25 | $1.7B | $531.5M | ||
| Q4 24 | $1.7B | $549.0M | ||
| Q3 24 | $1.7B | $551.9M | ||
| Q2 24 | $1.7B | $562.6M | ||
| Q1 24 | $1.6B | $529.9M |
| Q4 25 | $2.6B | $6.2B | ||
| Q3 25 | $2.6B | $6.2B | ||
| Q2 25 | $2.7B | $6.1B | ||
| Q1 25 | $2.6B | $5.2B | ||
| Q4 24 | $2.6B | $5.2B | ||
| Q3 24 | $2.6B | $5.2B | ||
| Q2 24 | $2.5B | $5.1B | ||
| Q1 24 | $2.5B | $5.1B |
| Q4 25 | 0.20× | — | ||
| Q3 25 | 0.20× | — | ||
| Q2 25 | 0.20× | — | ||
| Q1 25 | 0.21× | — | ||
| Q4 24 | 0.21× | — | ||
| Q3 24 | 0.21× | — | ||
| Q2 24 | 0.21× | — | ||
| Q1 24 | 0.21× | — |
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 | $67.0M | $164.7M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $58.5M |
| 自由现金流率自由现金流/营收 | -1.4% | 7.9% |
| 资本支出强度资本支出/营收 | 13.3% | 14.4% |
| 现金转化率经营现金流/净利润 | — | 2.21× |
| 过去12个月自由现金流最近4个季度 | $91.0M | $232.4M |
8季度趋势，按日历期对齐
| Q4 25 | $67.0M | $164.7M | ||
| Q3 25 | $89.0M | $205.2M | ||
| Q2 25 | $162.0M | $122.5M | ||
| Q1 25 | $64.0M | $98.2M | ||
| Q4 24 | $105.0M | $166.6M | ||
| Q3 24 | $183.0M | $218.1M | ||
| Q2 24 | $212.0M | $184.3M | ||
| Q1 24 | $105.0M | $7.5M |
| Q4 25 | $-8.0M | $58.5M | ||
| Q3 25 | $5.0M | $135.4M | ||
| Q2 25 | $94.0M | $53.0M | ||
| Q1 25 | $0 | $-14.5M | ||
| Q4 24 | $43.0M | $76.0M | ||
| Q3 24 | $139.0M | $85.7M | ||
| Q2 24 | $176.0M | $78.8M | ||
| Q1 24 | $64.0M | $-72.0M |
| Q4 25 | -1.4% | 7.9% | ||
| Q3 25 | 0.8% | 22.9% | ||
| Q2 25 | 12.5% | 8.0% | ||
| Q1 25 | 0.0% | -2.5% | ||
| Q4 24 | 6.3% | 11.7% | ||
| Q3 24 | 19.3% | 15.6% | ||
| Q2 24 | 21.6% | 12.9% | ||
| Q1 24 | 8.8% | -13.6% |
| Q4 25 | 13.3% | 14.4% | ||
| Q3 25 | 12.7% | 11.8% | ||
| Q2 25 | 9.0% | 10.5% | ||
| Q1 25 | 8.8% | 19.2% | ||
| Q4 24 | 9.1% | 14.0% | ||
| Q3 24 | 6.1% | 24.1% | ||
| Q2 24 | 4.4% | 17.2% | ||
| Q1 24 | 5.7% | 15.0% |
| Q4 25 | — | 2.21× | ||
| Q3 25 | 9.89× | 5.88× | ||
| Q2 25 | 3.00× | 1.71× | ||
| Q1 25 | 0.70× | 1.56× | ||
| Q4 24 | 1.69× | 2.30× | ||
| Q3 24 | 2.03× | 3.70× | ||
| Q2 24 | 1.32× | 1.83× | ||
| Q1 24 | 0.97× | 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
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
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% |
