vs
ENVIRI Corp（NVRI）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ENVIRI Corp的1.2倍（$664.6M vs $555.0M），Ryman Hospitality Properties, Inc.净利率更高（10.4% vs -15.2%，领先25.6%），Ryman Hospitality Properties, Inc.同比增速更快（13.2% vs -0.8%），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（4.1% vs -3.8%）
Enviri集团是总部位于美国宾夕法尼亚州费城的环保企业，业务覆盖全球30多个国家，员工总数约1.2万人。公司专注为钢铁、铁路、能源等大型工业领域客户解决复杂的环保相关问题，提供针对性的环境治理解决方案。
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。
NVRI vs RHP — 直观对比
营收规模更大
RHP
是对方的1.2倍
$555.0M
营收增速更快
RHP
高出13.9%
-0.8%
净利率更高
RHP
高出25.6%
-15.2%
两年增速更快
RHP
近两年复合增速
-3.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $555.0M | $664.6M |
| 净利润 | $-84.3M | $69.4M |
| 毛利率 | — | — |
| 营业利润率 | -6.4% | 20.7% |
| 净利率 | -15.2% | 10.4% |
| 营收同比 | -0.8% | 13.2% |
| 净利润同比 | 0.7% | 10.1% |
| 每股收益（稀释后） | $-1.04 | $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NVRIRHP
| Q1 26 | — | $664.6M | ||
| Q4 25 | $555.0M | $737.8M | ||
| Q3 25 | $574.8M | $592.5M | ||
| Q2 25 | $562.3M | $659.5M | ||
| Q1 25 | $548.3M | $587.3M | ||
| Q4 24 | $559.2M | $647.6M | ||
| Q3 24 | $573.6M | $550.0M | ||
| Q2 24 | $610.0M | $613.3M |
净利润NVRIRHP
| Q1 26 | — | $69.4M | ||
| Q4 25 | $-84.3M | $74.5M | ||
| Q3 25 | $-22.3M | $34.9M | ||
| Q2 25 | $-47.6M | $71.8M | ||
| Q1 25 | $-13.4M | $63.0M | ||
| Q4 24 | $-84.9M | $72.3M | ||
| Q3 24 | $-13.2M | $59.0M | ||
| Q2 24 | $-13.6M | $100.8M |
毛利率NVRIRHP
| 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NVRIRHP
| Q1 26 | — | 20.7% | ||
| Q4 25 | -6.4% | 19.4% | ||
| Q3 25 | 2.9% | 15.0% | ||
| Q2 25 | -1.3% | 21.1% | ||
| Q1 25 | 5.6% | 19.8% | ||
| Q4 24 | -11.4% | 18.6% | ||
| Q3 24 | 6.5% | 19.3% | ||
| Q2 24 | 5.1% | 27.4% |
净利率NVRIRHP
| Q1 26 | — | 10.4% | ||
| Q4 25 | -15.2% | 10.1% | ||
| Q3 25 | -3.9% | 5.9% | ||
| Q2 25 | -8.5% | 10.9% | ||
| Q1 25 | -2.4% | 10.7% | ||
| Q4 24 | -15.2% | 11.2% | ||
| Q3 24 | -2.3% | 10.7% | ||
| Q2 24 | -2.2% | 16.4% |
每股收益（稀释后）NVRIRHP
| Q1 26 | — | $1.03 | ||
| Q4 25 | $-1.04 | $1.12 | ||
| Q3 25 | $-0.28 | $0.53 | ||
| Q2 25 | $-0.59 | $1.12 | ||
| Q1 25 | $-0.17 | $1.00 | ||
| Q4 24 | $-1.07 | $1.12 | ||
| Q3 24 | $-0.16 | $0.94 | ||
| Q2 24 | $-0.17 | $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 | $103.7M | — |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $255.1M | $770.8M |
| 总资产 | $2.7B | $6.2B |
| 负债/权益比越低杠杆越低 | 6.10× | — |
8季度趋势，按日历期对齐
现金及短期投资NVRIRHP
| Q1 26 | — | — | ||
| Q4 25 | $103.7M | $471.4M | ||
| Q3 25 | $115.4M | $483.3M | ||
| Q2 25 | $97.8M | $420.6M | ||
| Q1 25 | $102.5M | $413.9M | ||
| Q4 24 | $88.4M | $477.7M | ||
| Q3 24 | $110.2M | $534.9M | ||
| Q2 24 | $104.0M | $498.4M |
总债务NVRIRHP
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益NVRIRHP
| Q1 26 | — | $770.8M | ||
| Q4 25 | $255.1M | $750.2M | ||
| Q3 25 | $361.1M | $758.5M | ||
| Q2 25 | $376.3M | $800.4M | ||
| Q1 25 | $409.0M | $531.5M | ||
| Q4 24 | $391.5M | $549.0M | ||
| Q3 24 | $484.0M | $551.9M | ||
| Q2 24 | $485.7M | $562.6M |
总资产NVRIRHP
| Q1 26 | — | $6.2B | ||
| Q4 25 | $2.7B | $6.2B | ||
| Q3 25 | $2.8B | $6.2B | ||
| Q2 25 | $2.8B | $6.1B | ||
| Q1 25 | $2.7B | $5.2B | ||
| Q4 24 | $2.6B | $5.2B | ||
| Q3 24 | $2.8B | $5.2B | ||
| Q2 24 | $2.8B | $5.1B |
负债/权益比NVRIRHP
| Q1 26 | — | — | ||
| Q4 25 | 6.10× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.66× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $38.4M | — |
| 自由现金流经营现金流 - 资本支出 | $-10.5M | — |
| 自由现金流率自由现金流/营收 | -1.9% | — |
| 资本支出强度资本支出/营收 | 8.8% | — |
| 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 | $-39.9M | — |
8季度趋势，按日历期对齐
经营现金流NVRIRHP
| Q1 26 | — | — | ||
| Q4 25 | $38.4M | $164.7M | ||
| Q3 25 | $34.4M | $205.2M | ||
| Q2 25 | $22.0M | $122.5M | ||
| Q1 25 | $6.6M | $98.2M | ||
| Q4 24 | $36.3M | $166.6M | ||
| Q3 24 | $1.4M | $218.1M | ||
| Q2 24 | $39.0M | $184.3M |
自由现金流NVRIRHP
| Q1 26 | — | — | ||
| Q4 25 | $-10.5M | $58.5M | ||
| Q3 25 | $2.7M | $135.4M | ||
| Q2 25 | $-17.1M | $53.0M | ||
| Q1 25 | $-15.0M | $-14.5M | ||
| Q4 24 | $1.8M | $76.0M | ||
| Q3 24 | $-40.2M | $85.7M | ||
| Q2 24 | $5.4M | $78.8M |
自由现金流率NVRIRHP
| Q1 26 | — | — | ||
| Q4 25 | -1.9% | 7.9% | ||
| Q3 25 | 0.5% | 22.9% | ||
| Q2 25 | -3.0% | 8.0% | ||
| Q1 25 | -2.7% | -2.5% | ||
| Q4 24 | 0.3% | 11.7% | ||
| Q3 24 | -7.0% | 15.6% | ||
| Q2 24 | 0.9% | 12.9% |
资本支出强度NVRIRHP
| Q1 26 | — | — | ||
| Q4 25 | 8.8% | 14.4% | ||
| Q3 25 | 5.5% | 11.8% | ||
| Q2 25 | 6.9% | 10.5% | ||
| Q1 25 | 3.9% | 19.2% | ||
| Q4 24 | 6.2% | 14.0% | ||
| Q3 24 | 7.2% | 24.1% | ||
| Q2 24 | 5.5% | 17.2% |
现金转化率NVRIRHP
| 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
NVRI
| Products And Services Service Revenue | $500.2M | 90% |
| After Market Parts And Services Safety And Diagnostic Technology | $23.0M | 4% |
| Railway Track Maintenance Equipment | $16.6M | 3% |
| Railway Contracting Services | $15.9M | 3% |
| Aluminum Dross And Scrap Processing Systems | $3.1M | 1% |
RHP
| Food and beverage | $289.3M | 44% |
| Rooms | $223.8M | 34% |
| Entertainment | $79.2M | 12% |
| Other | $72.3M | 11% |
