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Old Dominion（ODFL）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
Old Dominion的季度营收约是Ryman Hospitality Properties, Inc.的1.8倍（$1.3B vs $737.8M），Old Dominion净利率更高（17.9% vs 10.1%，领先7.8%），Ryman Hospitality Properties, Inc.同比增速更快（13.9% vs -2.9%），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（18.2% vs -5.6%）
Old Dominion Freight Line（简称ODFL）是美国领先的零担货运企业，服务覆盖区域、跨区域及全国范围。除核心零担货运业务外，公司还提供加急运输、综合物流及家庭搬家服务，拥有成熟的运营网络，可满足不同客户的多元运输需求。
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。
ODFL vs RHP — 直观对比
营收规模更大
ODFL
是对方的1.8倍
$737.8M
营收增速更快
RHP
高出16.8%
-2.9%
净利率更高
ODFL
高出7.8%
10.1%
两年增速更快
RHP
近两年复合增速
-5.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $737.8M |
| 净利润 | $238.3M | $74.5M |
| 毛利率 | — | 41.4% |
| 营业利润率 | 23.8% | 19.4% |
| 净利率 | 17.9% | 10.1% |
| 营收同比 | -2.9% | 13.9% |
| 净利润同比 | -6.4% | 3.0% |
| 每股收益（稀释后） | $1.14 | $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ODFLRHP
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $737.8M | ||
| Q3 25 | $1.4B | $592.5M | ||
| Q2 25 | $1.4B | $659.5M | ||
| Q1 25 | $1.4B | $587.3M | ||
| Q4 24 | $1.4B | $647.6M | ||
| Q3 24 | $1.5B | $550.0M | ||
| Q2 24 | $1.5B | $613.3M |
净利润ODFLRHP
| Q1 26 | $238.3M | — | ||
| Q4 25 | $229.5M | $74.5M | ||
| Q3 25 | $270.9M | $34.9M | ||
| Q2 25 | $268.6M | $71.8M | ||
| Q1 25 | $254.7M | $63.0M | ||
| Q4 24 | $263.1M | $72.3M | ||
| Q3 24 | $308.6M | $59.0M | ||
| Q2 24 | $322.0M | $100.8M |
毛利率ODFLRHP
| 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ODFLRHP
| Q1 26 | 23.8% | — | ||
| Q4 25 | 23.3% | 19.4% | ||
| Q3 25 | 25.7% | 15.0% | ||
| Q2 25 | 25.4% | 21.1% | ||
| Q1 25 | 24.6% | 19.8% | ||
| Q4 24 | 24.1% | 18.6% | ||
| Q3 24 | 27.3% | 19.3% | ||
| Q2 24 | 28.1% | 27.4% |
净利率ODFLRHP
| Q1 26 | 17.9% | — | ||
| Q4 25 | 17.6% | 10.1% | ||
| Q3 25 | 19.3% | 5.9% | ||
| Q2 25 | 19.1% | 10.9% | ||
| Q1 25 | 18.5% | 10.7% | ||
| Q4 24 | 19.0% | 11.2% | ||
| Q3 24 | 21.0% | 10.7% | ||
| Q2 24 | 21.5% | 16.4% |
每股收益（稀释后）ODFLRHP
| Q1 26 | $1.14 | — | ||
| Q4 25 | $1.10 | $1.12 | ||
| Q3 25 | $1.28 | $0.53 | ||
| Q2 25 | $1.27 | $1.12 | ||
| Q1 25 | $1.19 | $1.00 | ||
| Q4 24 | $1.23 | $1.12 | ||
| Q3 24 | $1.43 | $0.94 | ||
| Q2 24 | $1.48 | $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 | $288.1M | $471.4M |
| 总债务越低越好 | $40.0M | — |
| 股东权益账面价值 | $4.4B | $750.2M |
| 总资产 | $5.7B | $6.2B |
| 负债/权益比越低杠杆越低 | 0.01× | — |
8季度趋势，按日历期对齐
现金及短期投资ODFLRHP
| Q1 26 | $288.1M | — | ||
| Q4 25 | $120.1M | $471.4M | ||
| Q3 25 | $46.6M | $483.3M | ||
| Q2 25 | $24.1M | $420.6M | ||
| Q1 25 | $97.2M | $413.9M | ||
| Q4 24 | $108.7M | $477.7M | ||
| Q3 24 | $74.2M | $534.9M | ||
| Q2 24 | $104.6M | $498.4M |
总债务ODFLRHP
| Q1 26 | $40.0M | — | ||
| Q4 25 | $20.0M | — | ||
| Q3 25 | $65.0M | — | ||
| Q2 25 | $150.0M | — | ||
| Q1 25 | $40.0M | — | ||
| Q4 24 | $40.0M | — | ||
| Q3 24 | $40.0M | — | ||
| Q2 24 | $40.0M | — |
股东权益ODFLRHP
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.3B | $750.2M | ||
| Q3 25 | $4.3B | $758.5M | ||
| Q2 25 | $4.2B | $800.4M | ||
| Q1 25 | $4.2B | $531.5M | ||
| Q4 24 | $4.2B | $549.0M | ||
| Q3 24 | $4.2B | $551.9M | ||
| Q2 24 | $4.1B | $562.6M |
总资产ODFLRHP
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.5B | $6.2B | ||
| Q3 25 | $5.5B | $6.2B | ||
| Q2 25 | $5.6B | $6.1B | ||
| Q1 25 | $5.5B | $5.2B | ||
| Q4 24 | $5.5B | $5.2B | ||
| Q3 24 | $5.4B | $5.2B | ||
| Q2 24 | $5.3B | $5.1B |
负债/权益比ODFLRHP
| Q1 26 | 0.01× | — | ||
| Q4 25 | 0.00× | — | ||
| Q3 25 | 0.02× | — | ||
| Q2 25 | 0.04× | — | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 0.01× | — | ||
| Q3 24 | 0.01× | — | ||
| Q2 24 | 0.01× | — |
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 | — | $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ODFLRHP
| Q1 26 | — | — | ||
| Q4 25 | $310.3M | $164.7M | ||
| Q3 25 | $437.5M | $205.2M | ||
| Q2 25 | $285.8M | $122.5M | ||
| Q1 25 | $336.5M | $98.2M | ||
| Q4 24 | $401.1M | $166.6M | ||
| Q3 24 | $446.5M | $218.1M | ||
| Q2 24 | $387.9M | $184.3M |
自由现金流ODFLRHP
| Q1 26 | — | — | ||
| Q4 25 | $264.5M | $58.5M | ||
| Q3 25 | $343.5M | $135.4M | ||
| Q2 25 | $98.7M | $53.0M | ||
| Q1 25 | $248.4M | $-14.5M | ||
| Q4 24 | $230.1M | $76.0M | ||
| Q3 24 | $203.7M | $85.7M | ||
| Q2 24 | $149.7M | $78.8M |
自由现金流率ODFLRHP
| Q1 26 | — | — | ||
| Q4 25 | 20.2% | 7.9% | ||
| Q3 25 | 24.4% | 22.9% | ||
| Q2 25 | 7.0% | 8.0% | ||
| Q1 25 | 18.1% | -2.5% | ||
| Q4 24 | 16.6% | 11.7% | ||
| Q3 24 | 13.9% | 15.6% | ||
| Q2 24 | 10.0% | 12.9% |
资本支出强度ODFLRHP
| Q1 26 | — | — | ||
| Q4 25 | 3.5% | 14.4% | ||
| Q3 25 | 6.7% | 11.8% | ||
| Q2 25 | 13.3% | 10.5% | ||
| Q1 25 | 6.4% | 19.2% | ||
| Q4 24 | 12.3% | 14.0% | ||
| Q3 24 | 16.5% | 24.1% | ||
| Q2 24 | 15.9% | 17.2% |
现金转化率ODFLRHP
| Q1 26 | — | — | ||
| Q4 25 | 1.35× | 2.21× | ||
| Q3 25 | 1.61× | 5.88× | ||
| Q2 25 | 1.06× | 1.71× | ||
| Q1 25 | 1.32× | 1.56× | ||
| Q4 24 | 1.52× | 2.30× | ||
| Q3 24 | 1.45× | 3.70× | ||
| Q2 24 | 1.20× | 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
ODFL
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% |
