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Ryman Hospitality Properties, Inc.（RHP）与SUN COMMUNITIES INC（SUI）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SUN COMMUNITIES INC的1.1倍（$737.8M vs $697.2M），Ryman Hospitality Properties, Inc.净利率更高（10.1% vs 1.7%，领先8.4%），Ryman Hospitality Properties, Inc.同比增速更快（13.9% vs -25.8%），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（18.2% vs -2.1%）
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。
Sun Communities是一家上市房地产投资信托基金，核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日，该公司在美国、加拿大、英国三地合计持有500处相关资产的权益，专注于居住及休闲类不动产投资领域。
RHP vs SUI — 直观对比
营收规模更大
RHP
是对方的1.1倍
$697.2M
营收增速更快
RHP
高出39.7%
-25.8%
净利率更高
RHP
高出8.4%
1.7%
两年增速更快
RHP
近两年复合增速
-2.1%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $737.8M | $697.2M |
| 净利润 | $74.5M | $12.1M |
| 毛利率 | 41.4% | — |
| 营业利润率 | 19.4% | — |
| 净利率 | 10.1% | 1.7% |
| 营收同比 | 13.9% | -25.8% |
| 净利润同比 | 3.0% | -96.0% |
| 每股收益（稀释后） | $1.12 | $0.07 |
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RHPSUI
| Q4 25 | $737.8M | — | ||
| Q3 25 | $592.5M | $697.2M | ||
| Q2 25 | $659.5M | $623.5M | ||
| Q1 25 | $587.3M | $470.2M | ||
| Q4 24 | $647.6M | $745.9M | ||
| Q3 24 | $550.0M | $939.9M | ||
| Q2 24 | $613.3M | $864.0M | ||
| Q1 24 | $528.3M | $671.3M |
净利润RHPSUI
| Q4 25 | $74.5M | — | ||
| Q3 25 | $34.9M | $12.1M | ||
| Q2 25 | $71.8M | $1.3B | ||
| Q1 25 | $63.0M | $-41.2M | ||
| Q4 24 | $72.3M | $-228.4M | ||
| Q3 24 | $59.0M | $300.5M | ||
| Q2 24 | $100.8M | $56.7M | ||
| Q1 24 | $42.8M | $-25.2M |
毛利率RHPSUI
| 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% | — | ||
| Q1 24 | 41.5% | — |
营业利润率RHPSUI
| Q4 25 | 19.4% | — | ||
| Q3 25 | 15.0% | — | ||
| Q2 25 | 21.1% | — | ||
| Q1 25 | 19.8% | — | ||
| Q4 24 | 18.6% | — | ||
| Q3 24 | 19.3% | — | ||
| Q2 24 | 27.4% | — | ||
| Q1 24 | 18.2% | — |
净利率RHPSUI
| Q4 25 | 10.1% | — | ||
| Q3 25 | 5.9% | 1.7% | ||
| Q2 25 | 10.9% | 210.8% | ||
| Q1 25 | 10.7% | -8.8% | ||
| Q4 24 | 11.2% | -30.6% | ||
| Q3 24 | 10.7% | 32.0% | ||
| Q2 24 | 16.4% | 6.6% | ||
| Q1 24 | 8.1% | -3.8% |
每股收益（稀释后）RHPSUI
| Q4 25 | $1.12 | — | ||
| Q3 25 | $0.53 | $0.07 | ||
| Q2 25 | $1.12 | $10.02 | ||
| Q1 25 | $1.00 | $-0.34 | ||
| Q4 24 | $1.12 | $-1.80 | ||
| Q3 24 | $0.94 | $2.31 | ||
| Q2 24 | $1.65 | $0.42 | ||
| Q1 24 | $0.67 | $-0.22 |
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 | $471.4M | $542.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $750.2M | $7.0B |
| 总资产 | $6.2B | $12.8B |
| 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RHPSUI
| Q4 25 | $471.4M | — | ||
| Q3 25 | $483.3M | $542.7M | ||
| Q2 25 | $420.6M | $889.7M | ||
| Q1 25 | $413.9M | — | ||
| Q4 24 | $477.7M | $47.4M | ||
| Q3 24 | $534.9M | — | ||
| Q2 24 | $498.4M | — | ||
| Q1 24 | $465.3M | — |
总债务RHPSUI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.4B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益RHPSUI
| Q4 25 | $750.2M | — | ||
| Q3 25 | $758.5M | $7.0B | ||
| Q2 25 | $800.4M | $7.4B | ||
| Q1 25 | $531.5M | $6.9B | ||
| Q4 24 | $549.0M | $7.1B | ||
| Q3 24 | $551.9M | $7.5B | ||
| Q2 24 | $562.6M | $6.9B | ||
| Q1 24 | $529.9M | $6.9B |
总资产RHPSUI
| Q4 25 | $6.2B | — | ||
| Q3 25 | $6.2B | $12.8B | ||
| Q2 25 | $6.1B | $13.4B | ||
| Q1 25 | $5.2B | $16.5B | ||
| Q4 24 | $5.2B | $16.5B | ||
| Q3 24 | $5.2B | $17.1B | ||
| Q2 24 | $5.1B | $17.0B | ||
| Q1 24 | $5.1B | $17.1B |
负债/权益比RHPSUI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.04× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $164.7M | $197.8M |
| 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× | 16.35× |
| 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RHPSUI
| Q4 25 | $164.7M | — | ||
| Q3 25 | $205.2M | $197.8M | ||
| Q2 25 | $122.5M | $256.0M | ||
| Q1 25 | $98.2M | $243.9M | ||
| Q4 24 | $166.6M | $118.0M | ||
| Q3 24 | $218.1M | $189.2M | ||
| Q2 24 | $184.3M | $311.3M | ||
| Q1 24 | $7.5M | $242.5M |
自由现金流RHPSUI
| Q4 25 | $58.5M | — | ||
| Q3 25 | $135.4M | — | ||
| Q2 25 | $53.0M | — | ||
| Q1 25 | $-14.5M | — | ||
| Q4 24 | $76.0M | — | ||
| Q3 24 | $85.7M | — | ||
| Q2 24 | $78.8M | — | ||
| Q1 24 | $-72.0M | — |
自由现金流率RHPSUI
| Q4 25 | 7.9% | — | ||
| Q3 25 | 22.9% | — | ||
| Q2 25 | 8.0% | — | ||
| Q1 25 | -2.5% | — | ||
| Q4 24 | 11.7% | — | ||
| Q3 24 | 15.6% | — | ||
| Q2 24 | 12.9% | — | ||
| Q1 24 | -13.6% | — |
资本支出强度RHPSUI
| Q4 25 | 14.4% | — | ||
| Q3 25 | 11.8% | — | ||
| Q2 25 | 10.5% | — | ||
| Q1 25 | 19.2% | — | ||
| Q4 24 | 14.0% | — | ||
| Q3 24 | 24.1% | — | ||
| Q2 24 | 17.2% | — | ||
| Q1 24 | 15.0% | — |
现金转化率RHPSUI
| Q4 25 | 2.21× | — | ||
| Q3 25 | 5.88× | 16.35× | ||
| Q2 25 | 1.71× | 0.19× | ||
| Q1 25 | 1.56× | — | ||
| Q4 24 | 2.30× | — | ||
| Q3 24 | 3.70× | 0.63× | ||
| Q2 24 | 1.83× | 5.49× | ||
| 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
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% |
SUI
暂无分部数据
