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迈心诺（MASI）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.的季度营收约是迈心诺的2.0倍（$737.8M vs $371.5M），Ryman Hospitality Properties, Inc.净利率更高（10.1% vs -27.0%，领先37.1%），Ryman Hospitality Properties, Inc.同比增速更快（13.9% vs -26.4%），Ryman Hospitality Properties, Inc.自由现金流更多（$58.5M vs $50.9M），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（18.2% vs -17.7%）
迈心诺（Masimo Corporation）是总部位于美国加利福尼亚州尔湾的健康科技及消费电子企业，核心产品包括面向医院及家用场景的患者监护设备、无创传感器及配套软件平台，同时也布局了消费级音频和可穿戴设备赛道。
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。
MASI vs RHP — 直观对比
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $371.5M | $737.8M |
| 净利润 | $-100.4M | $74.5M |
| 毛利率 | 62.1% | 41.4% |
| 营业利润率 | 22.5% | 19.4% |
| 净利率 | -27.0% | 10.1% |
| 营收同比 | -26.4% | 13.9% |
| 净利润同比 | -1124.5% | 3.0% |
| 每股收益（稀释后） | $-1.84 | $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 | — | $737.8M | ||
| Q3 25 | $371.5M | $592.5M | ||
| Q2 25 | $370.9M | $659.5M | ||
| Q1 25 | $372.0M | $587.3M | ||
| Q4 24 | $600.7M | $647.6M | ||
| Q3 24 | $504.6M | $550.0M | ||
| Q2 24 | $496.3M | $613.3M | ||
| Q1 24 | $492.8M | $528.3M |
| Q4 25 | — | $74.5M | ||
| Q3 25 | $-100.4M | $34.9M | ||
| Q2 25 | $51.3M | $71.8M | ||
| Q1 25 | $-170.7M | $63.0M | ||
| Q4 24 | $-349.6M | $72.3M | ||
| Q3 24 | $9.8M | $59.0M | ||
| Q2 24 | $16.0M | $100.8M | ||
| Q1 24 | $18.9M | $42.8M |
| Q4 25 | — | 41.4% | ||
| Q3 25 | 62.1% | 40.9% | ||
| Q2 25 | 62.9% | 49.7% | ||
| Q1 25 | 62.9% | 44.4% | ||
| Q4 24 | 40.7% | 40.4% | ||
| Q3 24 | 52.2% | 43.1% | ||
| Q2 24 | 51.3% | 48.4% | ||
| Q1 24 | 49.0% | 41.5% |
| Q4 25 | — | 19.4% | ||
| Q3 25 | 22.5% | 15.0% | ||
| Q2 25 | 17.4% | 21.1% | ||
| Q1 25 | 21.0% | 19.8% | ||
| Q4 24 | -59.8% | 18.6% | ||
| Q3 24 | 6.0% | 19.3% | ||
| Q2 24 | 5.7% | 27.4% | ||
| Q1 24 | 6.9% | 18.2% |
| Q4 25 | — | 10.1% | ||
| Q3 25 | -27.0% | 5.9% | ||
| Q2 25 | 13.8% | 10.9% | ||
| Q1 25 | -45.9% | 10.7% | ||
| Q4 24 | -58.2% | 11.2% | ||
| Q3 24 | 1.9% | 10.7% | ||
| Q2 24 | 3.2% | 16.4% | ||
| Q1 24 | 3.8% | 8.1% |
| Q4 25 | — | $1.12 | ||
| Q3 25 | $-1.84 | $0.53 | ||
| Q2 25 | $0.94 | $1.12 | ||
| Q1 25 | $-3.12 | $1.00 | ||
| Q4 24 | $-6.54 | $1.12 | ||
| Q3 24 | $0.18 | $0.94 | ||
| Q2 24 | $0.29 | $1.65 | ||
| Q1 24 | $0.35 | $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 | $312.3M | $471.4M |
| 总债务越低越好 | $559.1M | — |
| 股东权益账面价值 | $810.0M | $750.2M |
| 总资产 | $1.8B | $6.2B |
| 负债/权益比越低杠杆越低 | 0.69× | — |
8季度趋势，按日历期对齐
| Q4 25 | — | $471.4M | ||
| Q3 25 | $312.3M | $483.3M | ||
| Q2 25 | $149.6M | $420.6M | ||
| Q1 25 | $130.8M | $413.9M | ||
| Q4 24 | $177.6M | $477.7M | ||
| Q3 24 | $158.5M | $534.9M | ||
| Q2 24 | $129.6M | $498.4M | ||
| Q1 24 | $157.6M | $465.3M |
| Q4 25 | — | — | ||
| Q3 25 | $559.1M | — | ||
| Q2 25 | $613.7M | — | ||
| Q1 25 | $651.0M | — | ||
| Q4 24 | $765.2M | — | ||
| Q3 24 | $772.6M | — | ||
| Q2 24 | $781.6M | — | ||
| Q1 24 | $876.0M | — |
| Q4 25 | — | $750.2M | ||
| Q3 25 | $810.0M | $758.5M | ||
| Q2 25 | $1.0B | $800.4M | ||
| Q1 25 | $946.4M | $531.5M | ||
| Q4 24 | $1.1B | $549.0M | ||
| Q3 24 | $1.5B | $551.9M | ||
| Q2 24 | $1.4B | $562.6M | ||
| Q1 24 | $1.4B | $529.9M |
| Q4 25 | — | $6.2B | ||
| Q3 25 | $1.8B | $6.2B | ||
| Q2 25 | $2.4B | $6.1B | ||
| Q1 25 | $2.3B | $5.2B | ||
| Q4 24 | $2.6B | $5.2B | ||
| Q3 24 | $3.1B | $5.2B | ||
| Q2 24 | $2.9B | $5.1B | ||
| Q1 24 | $3.0B | $5.1B |
| Q4 25 | — | — | ||
| Q3 25 | 0.69× | — | ||
| Q2 25 | 0.59× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.73× | — | ||
| Q3 24 | 0.53× | — | ||
| Q2 24 | 0.57× | — | ||
| Q1 24 | 0.64× | — |
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 | $56.8M | $164.7M |
| 自由现金流经营现金流 - 资本支出 | $50.9M | $58.5M |
| 自由现金流率自由现金流/营收 | 13.7% | 7.9% |
| 资本支出强度资本支出/营收 | 1.6% | 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 | $191.0M | $232.4M |
8季度趋势，按日历期对齐
| Q4 25 | — | $164.7M | ||
| Q3 25 | $56.8M | $205.2M | ||
| Q2 25 | $69.4M | $122.5M | ||
| Q1 25 | $31.1M | $98.2M | ||
| Q4 24 | $50.5M | $166.6M | ||
| Q3 24 | $25.6M | $218.1M | ||
| Q2 24 | $74.5M | $184.3M | ||
| Q1 24 | $45.8M | $7.5M |
| Q4 25 | — | $58.5M | ||
| Q3 25 | $50.9M | $135.4M | ||
| Q2 25 | $65.6M | $53.0M | ||
| Q1 25 | $28.5M | $-14.5M | ||
| Q4 24 | $46.0M | $76.0M | ||
| Q3 24 | $16.9M | $85.7M | ||
| Q2 24 | $66.9M | $78.8M | ||
| Q1 24 | $37.6M | $-72.0M |
| Q4 25 | — | 7.9% | ||
| Q3 25 | 13.7% | 22.9% | ||
| Q2 25 | 17.7% | 8.0% | ||
| Q1 25 | 7.7% | -2.5% | ||
| Q4 24 | 7.7% | 11.7% | ||
| Q3 24 | 3.3% | 15.6% | ||
| Q2 24 | 13.5% | 12.9% | ||
| Q1 24 | 7.6% | -13.6% |
| Q4 25 | — | 14.4% | ||
| Q3 25 | 1.6% | 11.8% | ||
| Q2 25 | 1.0% | 10.5% | ||
| Q1 25 | 0.7% | 19.2% | ||
| Q4 24 | 0.7% | 14.0% | ||
| Q3 24 | 1.7% | 24.1% | ||
| Q2 24 | 1.5% | 17.2% | ||
| Q1 24 | 1.7% | 15.0% |
| Q4 25 | — | 2.21× | ||
| Q3 25 | — | 5.88× | ||
| Q2 25 | 1.35× | 1.71× | ||
| Q1 25 | — | 1.56× | ||
| Q4 24 | — | 2.30× | ||
| Q3 24 | 2.61× | 3.70× | ||
| Q2 24 | 4.66× | 1.83× | ||
| Q1 24 | 2.42× | 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
MASI
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% |
