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Mobileye Global Inc.（MBLY）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Mobileye Global Inc.的1.3倍（$737.8M vs $558.0M），Mobileye Global Inc.同比增速更快（27.4% vs 13.9%），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（18.2% vs 12.7%）
Mobileye Global Inc.注册地为美国，总部位于以色列，是自动驾驶领域的知名企业，专注研发自动驾驶技术与高级驾驶辅助系统（ADAS），产品涵盖摄像头、计算芯片及配套软件。公司2017年被英特尔收购，2022年重新上市。
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。
MBLY vs RHP — 直观对比
营收规模更大
RHP
是对方的1.3倍
$558.0M
营收增速更快
MBLY
高出13.5%
13.9%
两年增速更快
RHP
近两年复合增速
12.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $558.0M | $737.8M |
| 净利润 | — | $74.5M |
| 毛利率 | 49.3% | 41.4% |
| 营业利润率 | -647.5% | 19.4% |
| 净利率 | — | 10.1% |
| 营收同比 | 27.4% | 13.9% |
| 净利润同比 | — | 3.0% |
| 每股收益（稀释后） | — | $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MBLYRHP
| Q1 26 | $558.0M | — | ||
| Q4 25 | $446.0M | $737.8M | ||
| Q3 25 | $504.0M | $592.5M | ||
| Q2 25 | $506.0M | $659.5M | ||
| Q1 25 | $438.0M | $587.3M | ||
| Q4 24 | $490.0M | $647.6M | ||
| Q3 24 | $486.0M | $550.0M | ||
| Q2 24 | $439.0M | $613.3M |
净利润MBLYRHP
| Q1 26 | — | — | ||
| Q4 25 | $-127.0M | $74.5M | ||
| Q3 25 | $-96.0M | $34.9M | ||
| Q2 25 | $-67.0M | $71.8M | ||
| Q1 25 | $-102.0M | $63.0M | ||
| Q4 24 | $-71.0M | $72.3M | ||
| Q3 24 | $-2.7B | $59.0M | ||
| Q2 24 | $-86.0M | $100.8M |
毛利率MBLYRHP
| Q1 26 | 49.3% | — | ||
| Q4 25 | 45.3% | 41.4% | ||
| Q3 25 | 48.2% | 40.9% | ||
| Q2 25 | 49.8% | 49.7% | ||
| Q1 25 | 47.3% | 44.4% | ||
| Q4 24 | 49.2% | 40.4% | ||
| Q3 24 | 48.8% | 43.1% | ||
| Q2 24 | 47.6% | 48.4% |
营业利润率MBLYRHP
| Q1 26 | -647.5% | — | ||
| Q4 25 | -31.4% | 19.4% | ||
| Q3 25 | -21.6% | 15.0% | ||
| Q2 25 | -14.6% | 21.1% | ||
| Q1 25 | -26.7% | 19.8% | ||
| Q4 24 | -17.6% | 18.6% | ||
| Q3 24 | -577.6% | 19.3% | ||
| Q2 24 | -21.4% | 27.4% |
净利率MBLYRHP
| Q1 26 | — | — | ||
| Q4 25 | -28.5% | 10.1% | ||
| Q3 25 | -19.0% | 5.9% | ||
| Q2 25 | -13.2% | 10.9% | ||
| Q1 25 | -23.3% | 10.7% | ||
| Q4 24 | -14.5% | 11.2% | ||
| Q3 24 | -558.6% | 10.7% | ||
| Q2 24 | -19.6% | 16.4% |
每股收益（稀释后）MBLYRHP
| Q1 26 | — | — | ||
| Q4 25 | $-0.15 | $1.12 | ||
| Q3 25 | $-0.12 | $0.53 | ||
| Q2 25 | $-0.08 | $1.12 | ||
| Q1 25 | $-0.13 | $1.00 | ||
| Q4 24 | $-0.09 | $1.12 | ||
| Q3 24 | $-3.35 | $0.94 | ||
| Q2 24 | $-0.11 | $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 | $1.2B | $471.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $750.2M |
| 总资产 | $8.7B | $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MBLYRHP
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.8B | $471.4M | ||
| Q3 25 | $1.7B | $483.3M | ||
| Q2 25 | $1.7B | $420.6M | ||
| Q1 25 | $1.5B | $413.9M | ||
| Q4 24 | $1.4B | $477.7M | ||
| Q3 24 | $1.3B | $534.9M | ||
| Q2 24 | $1.2B | $498.4M |
股东权益MBLYRHP
| Q1 26 | $8.2B | — | ||
| Q4 25 | $11.9B | $750.2M | ||
| Q3 25 | $11.9B | $758.5M | ||
| Q2 25 | $12.1B | $800.4M | ||
| Q1 25 | $12.0B | $531.5M | ||
| Q4 24 | $12.1B | $549.0M | ||
| Q3 24 | $12.1B | $551.9M | ||
| Q2 24 | $14.7B | $562.6M |
总资产MBLYRHP
| Q1 26 | $8.7B | — | ||
| Q4 25 | $12.5B | $6.2B | ||
| Q3 25 | $12.5B | $6.2B | ||
| Q2 25 | $12.6B | $6.1B | ||
| Q1 25 | $12.5B | $5.2B | ||
| Q4 24 | $12.6B | $5.2B | ||
| Q3 24 | $12.6B | $5.2B | ||
| Q2 24 | $15.3B | $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 | $75.0M | $164.7M |
| 自由现金流经营现金流 - 资本支出 | — | $58.5M |
| 自由现金流率自由现金流/营收 | — | 7.9% |
| 资本支出强度资本支出/营收 | — | 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 | — | $232.4M |
8季度趋势，按日历期对齐
经营现金流MBLYRHP
| Q1 26 | $75.0M | — | ||
| Q4 25 | $113.0M | $164.7M | ||
| Q3 25 | $167.0M | $205.2M | ||
| Q2 25 | $213.0M | $122.5M | ||
| Q1 25 | $109.0M | $98.2M | ||
| Q4 24 | $204.0M | $166.6M | ||
| Q3 24 | $126.0M | $218.1M | ||
| Q2 24 | $30.0M | $184.3M |
自由现金流MBLYRHP
| Q1 26 | — | — | ||
| Q4 25 | $86.0M | $58.5M | ||
| Q3 25 | $143.0M | $135.4M | ||
| Q2 25 | $199.0M | $53.0M | ||
| Q1 25 | $95.0M | $-14.5M | ||
| Q4 24 | $191.0M | $76.0M | ||
| Q3 24 | $104.0M | $85.7M | ||
| Q2 24 | $6.0M | $78.8M |
自由现金流率MBLYRHP
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 7.9% | ||
| Q3 25 | 28.4% | 22.9% | ||
| Q2 25 | 39.3% | 8.0% | ||
| Q1 25 | 21.7% | -2.5% | ||
| Q4 24 | 39.0% | 11.7% | ||
| Q3 24 | 21.4% | 15.6% | ||
| Q2 24 | 1.4% | 12.9% |
资本支出强度MBLYRHP
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 14.4% | ||
| Q3 25 | 4.8% | 11.8% | ||
| Q2 25 | 2.8% | 10.5% | ||
| Q1 25 | 3.2% | 19.2% | ||
| Q4 24 | 2.7% | 14.0% | ||
| Q3 24 | 4.5% | 24.1% | ||
| Q2 24 | 5.5% | 17.2% |
现金转化率MBLYRHP
| Q1 26 | — | — | ||
| Q4 25 | — | 2.21× | ||
| Q3 25 | — | 5.88× | ||
| Q2 25 | — | 1.71× | ||
| Q1 25 | — | 1.56× | ||
| Q4 24 | — | 2.30× | ||
| Q3 24 | — | 3.70× | ||
| Q2 24 | — | 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
MBLY
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% |
