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Quanex Building Products CORP（NX）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Quanex Building Products CORP的1.5倍（$737.8M vs $495.3M），Ryman Hospitality Properties, Inc.净利率更高（10.1% vs -55.7%，领先65.8%），Quanex Building Products CORP同比增速更快（76.7% vs 13.9%），Ryman Hospitality Properties, Inc.自由现金流更多（$58.5M vs $46.2M），过去两年Quanex Building Products CORP的营收复合增速更高（29.5% vs 18.2%）
Quanex Building Products是一家工程建筑组件及材料制造商，核心产品包括中空玻璃间隔条、门窗系统、橱柜及家具部件，服务北美、欧洲的住宅及商业建筑市场，主打节能可持续的建筑解决方案。
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。
NX vs RHP — 直观对比
营收规模更大
RHP
是对方的1.5倍
$495.3M
营收增速更快
NX
高出62.7%
13.9%
净利率更高
RHP
高出65.8%
-55.7%
自由现金流更多
RHP
多$12.3M
$46.2M
两年增速更快
NX
近两年复合增速
18.2%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $495.3M | $737.8M |
| 净利润 | $-276.0M | $74.5M |
| 毛利率 | 27.9% | 41.4% |
| 营业利润率 | -54.7% | 19.4% |
| 净利率 | -55.7% | 10.1% |
| 营收同比 | 76.7% | 13.9% |
| 净利润同比 | -1188.8% | 3.0% |
| 每股收益（稀释后） | $-6.04 | $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NXRHP
| Q4 25 | — | $737.8M | ||
| Q3 25 | $495.3M | $592.5M | ||
| Q2 25 | $452.5M | $659.5M | ||
| Q1 25 | $400.0M | $587.3M | ||
| Q4 24 | $492.2M | $647.6M | ||
| Q3 24 | $280.3M | $550.0M | ||
| Q2 24 | $266.2M | $613.3M | ||
| Q1 24 | $239.2M | $528.3M |
净利润NXRHP
| Q4 25 | — | $74.5M | ||
| Q3 25 | $-276.0M | $34.9M | ||
| Q2 25 | $20.5M | $71.8M | ||
| Q1 25 | $-14.9M | $63.0M | ||
| Q4 24 | $-13.9M | $72.3M | ||
| Q3 24 | $25.4M | $59.0M | ||
| Q2 24 | $15.4M | $100.8M | ||
| Q1 24 | $6.2M | $42.8M |
毛利率NXRHP
| Q4 25 | — | 41.4% | ||
| Q3 25 | 27.9% | 40.9% | ||
| Q2 25 | 29.0% | 49.7% | ||
| Q1 25 | 23.1% | 44.4% | ||
| Q4 24 | — | 40.4% | ||
| Q3 24 | 25.3% | 43.1% | ||
| Q2 24 | 24.9% | 48.4% | ||
| Q1 24 | 21.5% | 41.5% |
营业利润率NXRHP
| Q4 25 | — | 19.4% | ||
| Q3 25 | -54.7% | 15.0% | ||
| Q2 25 | 9.0% | 21.1% | ||
| Q1 25 | -1.7% | 19.8% | ||
| Q4 24 | 0.6% | 18.6% | ||
| Q3 24 | 8.4% | 19.3% | ||
| Q2 24 | 7.8% | 27.4% | ||
| Q1 24 | 3.3% | 18.2% |
净利率NXRHP
| Q4 25 | — | 10.1% | ||
| Q3 25 | -55.7% | 5.9% | ||
| Q2 25 | 4.5% | 10.9% | ||
| Q1 25 | -3.7% | 10.7% | ||
| Q4 24 | -2.8% | 11.2% | ||
| Q3 24 | 9.0% | 10.7% | ||
| Q2 24 | 5.8% | 16.4% | ||
| Q1 24 | 2.6% | 8.1% |
每股收益（稀释后）NXRHP
| Q4 25 | — | $1.12 | ||
| Q3 25 | $-6.04 | $0.53 | ||
| Q2 25 | $0.44 | $1.12 | ||
| Q1 25 | $-0.32 | $1.00 | ||
| Q4 24 | $-0.52 | $1.12 | ||
| Q3 24 | $0.77 | $0.94 | ||
| Q2 24 | $0.46 | $1.65 | ||
| Q1 24 | $0.19 | $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 | $66.3M | $471.4M |
| 总债务越低越好 | $695.6M | — |
| 股东权益账面价值 | $717.4M | $750.2M |
| 总资产 | $2.0B | $6.2B |
| 负债/权益比越低杠杆越低 | 0.97× | — |
8季度趋势，按日历期对齐
现金及短期投资NXRHP
| Q4 25 | — | $471.4M | ||
| Q3 25 | $66.3M | $483.3M | ||
| Q2 25 | $62.6M | $420.6M | ||
| Q1 25 | $50.0M | $413.9M | ||
| Q4 24 | $97.7M | $477.7M | ||
| Q3 24 | $94.0M | $534.9M | ||
| Q2 24 | $56.1M | $498.4M | ||
| Q1 24 | $44.4M | $465.3M |
总债务NXRHP
| Q4 25 | — | — | ||
| Q3 25 | $695.6M | — | ||
| Q2 25 | $746.4M | — | ||
| Q1 25 | $725.2M | — | ||
| Q4 24 | $737.2M | — | ||
| Q3 24 | $51.4M | — | ||
| Q2 24 | $51.5M | — | ||
| Q1 24 | $61.6M | — |
股东权益NXRHP
| Q4 25 | — | $750.2M | ||
| Q3 25 | $717.4M | $758.5M | ||
| Q2 25 | $1.0B | $800.4M | ||
| Q1 25 | $972.1M | $531.5M | ||
| Q4 24 | $1.0B | $549.0M | ||
| Q3 24 | $594.1M | $551.9M | ||
| Q2 24 | $566.1M | $562.6M | ||
| Q1 24 | $555.0M | $529.9M |
总资产NXRHP
| Q4 25 | — | $6.2B | ||
| Q3 25 | $2.0B | $6.2B | ||
| Q2 25 | $2.3B | $6.1B | ||
| Q1 25 | $2.2B | $5.2B | ||
| Q4 24 | $2.3B | $5.2B | ||
| Q3 24 | $872.5M | $5.2B | ||
| Q2 24 | $837.2M | $5.1B | ||
| Q1 24 | $813.4M | $5.1B |
负债/权益比NXRHP
| Q4 25 | — | — | ||
| Q3 25 | 0.97× | — | ||
| Q2 25 | 0.75× | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | 0.73× | — | ||
| Q3 24 | 0.09× | — | ||
| Q2 24 | 0.09× | — | ||
| Q1 24 | 0.11× | — |
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 | $60.7M | $164.7M |
| 自由现金流经营现金流 - 资本支出 | $46.2M | $58.5M |
| 自由现金流率自由现金流/营收 | 9.3% | 7.9% |
| 资本支出强度资本支出/营收 | 2.9% | 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 | $27.5M | $232.4M |
8季度趋势，按日历期对齐
经营现金流NXRHP
| Q4 25 | — | $164.7M | ||
| Q3 25 | $60.7M | $205.2M | ||
| Q2 25 | $28.5M | $122.5M | ||
| Q1 25 | $-12.5M | $98.2M | ||
| Q4 24 | $5.5M | $166.6M | ||
| Q3 24 | $46.4M | $218.1M | ||
| Q2 24 | $33.1M | $184.3M | ||
| Q1 24 | $3.9M | $7.5M |
自由现金流NXRHP
| Q4 25 | — | $58.5M | ||
| Q3 25 | $46.2M | $135.4M | ||
| Q2 25 | $13.6M | $53.0M | ||
| Q1 25 | $-24.1M | $-14.5M | ||
| Q4 24 | $-8.2M | $76.0M | ||
| Q3 24 | $40.1M | $85.7M | ||
| Q2 24 | $25.5M | $78.8M | ||
| Q1 24 | $-5.7M | $-72.0M |
自由现金流率NXRHP
| Q4 25 | — | 7.9% | ||
| Q3 25 | 9.3% | 22.9% | ||
| Q2 25 | 3.0% | 8.0% | ||
| Q1 25 | -6.0% | -2.5% | ||
| Q4 24 | -1.7% | 11.7% | ||
| Q3 24 | 14.3% | 15.6% | ||
| Q2 24 | 9.6% | 12.9% | ||
| Q1 24 | -2.4% | -13.6% |
资本支出强度NXRHP
| Q4 25 | — | 14.4% | ||
| Q3 25 | 2.9% | 11.8% | ||
| Q2 25 | 3.3% | 10.5% | ||
| Q1 25 | 2.9% | 19.2% | ||
| Q4 24 | 2.8% | 14.0% | ||
| Q3 24 | 2.2% | 24.1% | ||
| Q2 24 | 2.9% | 17.2% | ||
| Q1 24 | 4.0% | 15.0% |
现金转化率NXRHP
| Q4 25 | — | 2.21× | ||
| Q3 25 | — | 5.88× | ||
| Q2 25 | 1.39× | 1.71× | ||
| Q1 25 | — | 1.56× | ||
| Q4 24 | — | 2.30× | ||
| Q3 24 | 1.83× | 3.70× | ||
| Q2 24 | 2.15× | 1.83× | ||
| Q1 24 | 0.62× | 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
NX
| Window And Door Hardware | $150.3M | 30% |
| Screens | $76.8M | 16% |
| Window Profiles | $68.2M | 14% |
| Spacers | $54.7M | 11% |
| Wood Solutions | $53.4M | 11% |
| Seals And Gaskets | $29.9M | 6% |
| Access Solutions | $27.4M | 6% |
| Mixing Solution | $21.5M | 4% |
| Solar | $5.3M | 1% |
| Product Type Other | $3.3M | 1% |
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% |
