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Qorvo, Inc.（QRVO）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
Qorvo, Inc.的季度营收约是Ryman Hospitality Properties, Inc.的1.3倍（$993.0M vs $737.8M），Qorvo, Inc.净利率更高（16.5% vs 10.1%，领先6.4%），Ryman Hospitality Properties, Inc.同比增速更快（13.9% vs 8.4%），Qorvo, Inc.自由现金流更多（$236.9M vs $58.5M），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（18.2% vs 2.7%）
Qorvo是一家美国跨国企业，专注于无线、有线及电源市场相关产品的研发与供应。该公司由TriQuint半导体与RF Micro Devices合并而来，合并计划于2014年公布，2015年1月1日正式完成，在纳斯达克挂牌上市，股票代码QRVO，原实行双总部制，2016年中起将北卡罗来纳州基地作为总部所在地。
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。
QRVO vs RHP — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $993.0M | $737.8M |
| 净利润 | $164.1M | $74.5M |
| 毛利率 | 46.7% | 41.4% |
| 营业利润率 | 19.4% | 19.4% |
| 净利率 | 16.5% | 10.1% |
| 营收同比 | 8.4% | 13.9% |
| 净利润同比 | 297.5% | 3.0% |
| 每股收益（稀释后） | $1.75 | $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
| Q4 25 | $993.0M | $737.8M | ||
| Q3 25 | $1.1B | $592.5M | ||
| Q2 25 | $818.8M | $659.5M | ||
| Q1 25 | $869.5M | $587.3M | ||
| Q4 24 | $916.3M | $647.6M | ||
| Q3 24 | $1.0B | $550.0M | ||
| Q2 24 | $886.7M | $613.3M | ||
| Q1 24 | $941.0M | $528.3M |
| Q4 25 | $164.1M | $74.5M | ||
| Q3 25 | $119.6M | $34.9M | ||
| Q2 25 | $25.6M | $71.8M | ||
| Q1 25 | $31.4M | $63.0M | ||
| Q4 24 | $41.3M | $72.3M | ||
| Q3 24 | $-17.4M | $59.0M | ||
| Q2 24 | $414.0K | $100.8M | ||
| Q1 24 | $2.7M | $42.8M |
| Q4 25 | 46.7% | 41.4% | ||
| Q3 25 | 47.0% | 40.9% | ||
| Q2 25 | 40.5% | 49.7% | ||
| Q1 25 | 42.2% | 44.4% | ||
| Q4 24 | 42.7% | 40.4% | ||
| Q3 24 | 42.6% | 43.1% | ||
| Q2 24 | 37.5% | 48.4% | ||
| Q1 24 | 40.6% | 41.5% |
| Q4 25 | 19.4% | 19.4% | ||
| Q3 25 | 14.9% | 15.0% | ||
| Q2 25 | 3.7% | 21.1% | ||
| Q1 25 | 3.2% | 19.8% | ||
| Q4 24 | 5.8% | 18.6% | ||
| Q3 24 | 0.9% | 19.3% | ||
| Q2 24 | 0.5% | 27.4% | ||
| Q1 24 | 3.2% | 18.2% |
| Q4 25 | 16.5% | 10.1% | ||
| Q3 25 | 11.3% | 5.9% | ||
| Q2 25 | 3.1% | 10.9% | ||
| Q1 25 | 3.6% | 10.7% | ||
| Q4 24 | 4.5% | 11.2% | ||
| Q3 24 | -1.7% | 10.7% | ||
| Q2 24 | 0.0% | 16.4% | ||
| Q1 24 | 0.3% | 8.1% |
| Q4 25 | $1.75 | $1.12 | ||
| Q3 25 | $1.28 | $0.53 | ||
| Q2 25 | $0.27 | $1.12 | ||
| Q1 25 | $0.33 | $1.00 | ||
| Q4 24 | $0.43 | $1.12 | ||
| Q3 24 | $-0.18 | $0.94 | ||
| Q2 24 | $0.00 | $1.65 | ||
| Q1 24 | $0.04 | $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 | $1.3B | $471.4M |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $3.7B | $750.2M |
| 总资产 | $6.2B | $6.2B |
| 负债/权益比越低杠杆越低 | 0.42× | — |
8季度趋势，按日历期对齐
| Q4 25 | $1.3B | $471.4M | ||
| Q3 25 | $1.1B | $483.3M | ||
| Q2 25 | $1.2B | $420.6M | ||
| Q1 25 | $1.0B | $413.9M | ||
| Q4 24 | $769.4M | $477.7M | ||
| Q3 24 | $1.1B | $534.9M | ||
| Q2 24 | $1.1B | $498.4M | ||
| Q1 24 | $1.0B | $465.3M |
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.5B | — | ||
| Q1 24 | $1.5B | — |
| Q4 25 | $3.7B | $750.2M | ||
| Q3 25 | $3.5B | $758.5M | ||
| Q2 25 | $3.4B | $800.4M | ||
| Q1 25 | $3.4B | $531.5M | ||
| Q4 24 | $3.4B | $549.0M | ||
| Q3 24 | $3.4B | $551.9M | ||
| Q2 24 | $3.5B | $562.6M | ||
| Q1 24 | $3.6B | $529.9M |
| Q4 25 | $6.2B | $6.2B | ||
| Q3 25 | $6.1B | $6.2B | ||
| Q2 25 | $6.0B | $6.1B | ||
| Q1 25 | $5.9B | $5.2B | ||
| Q4 24 | $6.0B | $5.2B | ||
| Q3 24 | $6.5B | $5.2B | ||
| Q2 24 | $6.4B | $5.1B | ||
| Q1 24 | $6.6B | $5.1B |
| Q4 25 | 0.42× | — | ||
| Q3 25 | 0.44× | — | ||
| Q2 25 | 0.45× | — | ||
| Q1 25 | 0.46× | — | ||
| Q4 24 | 0.46× | — | ||
| Q3 24 | 0.45× | — | ||
| Q2 24 | 0.44× | — | ||
| Q1 24 | 0.44× | — |
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 | $265.4M | $164.7M |
| 自由现金流经营现金流 - 资本支出 | $236.9M | $58.5M |
| 自由现金流率自由现金流/营收 | 23.9% | 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 | 1.62× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $595.2M | $232.4M |
8季度趋势，按日历期对齐
| Q4 25 | $265.4M | $164.7M | ||
| Q3 25 | $84.0M | $205.2M | ||
| Q2 25 | $182.9M | $122.5M | ||
| Q1 25 | $199.2M | $98.2M | ||
| Q4 24 | $214.1M | $166.6M | ||
| Q3 24 | $127.8M | $218.1M | ||
| Q2 24 | $81.1M | $184.3M | ||
| Q1 24 | — | $7.5M |
| Q4 25 | $236.9M | $58.5M | ||
| Q3 25 | $42.2M | $135.4M | ||
| Q2 25 | $145.4M | $53.0M | ||
| Q1 25 | $170.7M | $-14.5M | ||
| Q4 24 | $176.2M | $76.0M | ||
| Q3 24 | $94.8M | $85.7M | ||
| Q2 24 | $42.9M | $78.8M | ||
| Q1 24 | — | $-72.0M |
| Q4 25 | 23.9% | 7.9% | ||
| Q3 25 | 4.0% | 22.9% | ||
| Q2 25 | 17.8% | 8.0% | ||
| Q1 25 | 19.6% | -2.5% | ||
| Q4 24 | 19.2% | 11.7% | ||
| Q3 24 | 9.1% | 15.6% | ||
| Q2 24 | 4.8% | 12.9% | ||
| Q1 24 | — | -13.6% |
| Q4 25 | 2.9% | 14.4% | ||
| Q3 25 | 3.9% | 11.8% | ||
| Q2 25 | 4.6% | 10.5% | ||
| Q1 25 | 3.3% | 19.2% | ||
| Q4 24 | 4.1% | 14.0% | ||
| Q3 24 | 3.2% | 24.1% | ||
| Q2 24 | 4.3% | 17.2% | ||
| Q1 24 | — | 15.0% |
| Q4 25 | 1.62× | 2.21× | ||
| Q3 25 | 0.70× | 5.88× | ||
| Q2 25 | 7.15× | 1.71× | ||
| Q1 25 | 6.35× | 1.56× | ||
| Q4 24 | 5.19× | 2.30× | ||
| Q3 24 | — | 3.70× | ||
| Q2 24 | 195.86× | 1.83× | ||
| Q1 24 | — | 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
QRVO
| ACG | $690.8M | 70% |
| HPA | $190.9M | 19% |
| CSG | $111.3M | 11% |
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% |
