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OneWater Marine Inc.(ONEW)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OneWater Marine Inc.的1.5倍($664.6M vs $442.3M),Ryman Hospitality Properties, Inc.净利率更高(10.4% vs -2.9%,领先13.4%),Ryman Hospitality Properties, Inc.同比增速更快(13.2% vs -8.5%),过去两年OneWater Marine Inc.的营收复合增速更高(8.2% vs 4.1%)
OneWater Marine Inc.是美国头部休闲船舶零售企业,主营全新及二手船只、游艇、船舶零配件销售,同时提供船只维修保养、配套融资等服务,通过覆盖北美多州的经销商网络服务个人及商业休闲船艇客户。
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。
ONEW vs RHP — 直观对比
营收规模更大
RHP
是对方的1.5倍
$442.3M
营收增速更快
RHP
高出21.7%
-8.5%
净利率更高
RHP
高出13.4%
-2.9%
两年增速更快
ONEW
近两年复合增速
4.1%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $442.3M | $664.6M |
| 净利润 | $-12.9M | $69.4M |
| 毛利率 | 23.9% | — |
| 营业利润率 | 1.7% | 20.7% |
| 净利率 | -2.9% | 10.4% |
| 营收同比 | -8.5% | 13.2% |
| 净利润同比 | — | 10.1% |
| 每股收益(稀释后) | $-0.78 | $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
ONEW
RHP
| Q2 26 | $442.3M | — | ||
| Q1 26 | $380.6M | $664.6M | ||
| Q4 25 | $380.6M | $737.8M | ||
| Q3 25 | $460.1M | $592.5M | ||
| Q2 25 | $552.9M | $659.5M | ||
| Q1 25 | $483.5M | $587.3M | ||
| Q4 24 | $375.8M | $647.6M | ||
| Q3 24 | $377.9M | $550.0M |
净利润
ONEW
RHP
| Q2 26 | $-12.9M | — | ||
| Q1 26 | $-7.7M | $69.4M | ||
| Q4 25 | $-7.7M | $74.5M | ||
| Q3 25 | $-113.0M | $34.9M | ||
| Q2 25 | $10.7M | $71.8M | ||
| Q1 25 | $-368.0K | $63.0M | ||
| Q4 24 | $-12.0M | $72.3M | ||
| Q3 24 | $-9.2M | $59.0M |
毛利率
ONEW
RHP
| Q2 26 | 23.9% | — | ||
| Q1 26 | 23.5% | — | ||
| Q4 25 | 23.5% | 41.4% | ||
| Q3 25 | 22.6% | 40.9% | ||
| Q2 25 | 23.3% | 49.7% | ||
| Q1 25 | 22.8% | 44.4% | ||
| Q4 24 | 22.4% | 40.4% | ||
| Q3 24 | 24.0% | 43.1% |
营业利润率
ONEW
RHP
| Q2 26 | 1.7% | — | ||
| Q1 26 | — | 20.7% | ||
| Q4 25 | -1.4% | 19.4% | ||
| Q3 25 | -28.3% | 15.0% | ||
| Q2 25 | 5.5% | 21.1% | ||
| Q1 25 | 3.4% | 19.8% | ||
| Q4 24 | -0.5% | 18.6% | ||
| Q3 24 | 1.2% | 19.3% |
净利率
ONEW
RHP
| Q2 26 | -2.9% | — | ||
| Q1 26 | -2.0% | 10.4% | ||
| Q4 25 | -2.0% | 10.1% | ||
| Q3 25 | -24.5% | 5.9% | ||
| Q2 25 | 1.9% | 10.9% | ||
| Q1 25 | -0.1% | 10.7% | ||
| Q4 24 | -3.2% | 11.2% | ||
| Q3 24 | -2.4% | 10.7% |
每股收益(稀释后)
ONEW
RHP
| Q2 26 | $-0.78 | — | ||
| Q1 26 | $-0.47 | $1.03 | ||
| Q4 25 | — | $1.12 | ||
| Q3 25 | — | $0.53 | ||
| Q2 25 | — | $1.12 | ||
| Q1 25 | — | $1.00 | ||
| Q4 24 | — | $1.12 | ||
| Q3 24 | — | $0.94 |
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 | — | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $269.4M | $770.8M |
| 总资产 | $1.4B | $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
ONEW
RHP
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | $471.4M | ||
| Q3 25 | — | $483.3M | ||
| Q2 25 | — | $420.6M | ||
| Q1 25 | — | $413.9M | ||
| Q4 24 | — | $477.7M | ||
| Q3 24 | — | $534.9M |
股东权益
ONEW
RHP
| Q2 26 | $269.4M | — | ||
| Q1 26 | $277.5M | $770.8M | ||
| Q4 25 | $277.5M | $750.2M | ||
| Q3 25 | $285.0M | $758.5M | ||
| Q2 25 | $393.2M | $800.4M | ||
| Q1 25 | $381.6M | $531.5M | ||
| Q4 24 | $354.8M | $549.0M | ||
| Q3 24 | $360.8M | $551.9M |
总资产
ONEW
RHP
| Q2 26 | $1.4B | — | ||
| Q1 26 | $1.4B | $6.2B | ||
| Q4 25 | $1.4B | $6.2B | ||
| Q3 25 | $1.4B | $6.2B | ||
| Q2 25 | $1.5B | $6.1B | ||
| Q1 25 | $1.6B | $5.2B | ||
| Q4 24 | $1.6B | $5.2B | ||
| Q3 24 | $1.6B | $5.2B |
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
ONEW
| New boat | $272.0M | 62% |
| Pre-owned boat | $94.4M | 21% |
| Service, parts & other | $61.9M | 14% |
| Finance & insurance income | $14.0M | 3% |
RHP
| Food and beverage | $289.3M | 44% |
| Rooms | $223.8M | 34% |
| Entertainment | $79.2M | 12% |
| Other | $72.3M | 11% |