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传奇娱乐（ACEL）与南玻集团（CSGS）财务数据对比。点击上方公司名可切换其他公司
传奇娱乐的季度营收约是南玻集团的1.1倍（$351.6M vs $323.1M），传奇娱乐净利率更高（4.2% vs 2.2%，领先2.0%），传奇娱乐同比增速更快（8.5% vs 2.0%），南玻集团自由现金流更多（$55.8M vs $20.2M），过去两年传奇娱乐的营收复合增速更高（6.6% vs 4.6%）
传奇娱乐是一家美国大众传媒与电影制作公司，总部位于加利福尼亚州伯班克，由托马斯·图尔于2000年创立。该公司长期与华纳兄弟影业、环球影业、索尼影视、派拉蒙影业等主流制片厂，以及网飞、葫芦等流媒体平台展开合作。
中国南玻集团股份有限公司是中国规模最大的建筑玻璃生产商，业务涵盖浮法玻璃、建筑玻璃、显示玻璃、汽车玻璃、镀膜玻璃、镜子、彩滤玻璃、太阳能玻璃及节能玻璃等各类玻璃产品的研发、生产与销售，产品广泛应用于建筑、消费电子、新能源汽车、光伏等多个领域。
ACEL vs CSGS — 直观对比
营收规模更大
ACEL
是对方的1.1倍
$323.1M
营收增速更快
ACEL
高出6.5%
2.0%
净利率更高
ACEL
高出2.0%
2.2%
自由现金流更多
CSGS
多$35.6M
$20.2M
两年增速更快
ACEL
近两年复合增速
4.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $351.6M | $323.1M |
| 净利润 | $14.7M | $7.0M |
| 毛利率 | — | 50.0% |
| 营业利润率 | 7.7% | 9.0% |
| 净利率 | 4.2% | 2.2% |
| 营收同比 | 8.5% | 2.0% |
| 净利润同比 | 0.3% | -79.7% |
| 每股收益（稀释后） | — | $0.24 |
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ACELCSGS
| Q1 26 | $351.6M | — | ||
| Q4 25 | $341.4M | $323.1M | ||
| Q3 25 | $329.7M | $303.6M | ||
| Q2 25 | $335.9M | $297.1M | ||
| Q1 25 | $323.9M | $299.5M | ||
| Q4 24 | $317.5M | $316.7M | ||
| Q3 24 | $302.2M | $295.1M | ||
| Q2 24 | $309.4M | $290.3M |
净利润ACELCSGS
| Q1 26 | $14.7M | — | ||
| Q4 25 | $16.2M | $7.0M | ||
| Q3 25 | $13.4M | $20.5M | ||
| Q2 25 | $7.3M | $12.3M | ||
| Q1 25 | $14.6M | $16.1M | ||
| Q4 24 | $8.4M | $34.5M | ||
| Q3 24 | $4.9M | $19.1M | ||
| Q2 24 | $14.6M | $13.8M |
毛利率ACELCSGS
| Q1 26 | — | — | ||
| Q4 25 | — | 50.0% | ||
| Q3 25 | — | 48.1% | ||
| Q2 25 | — | 49.5% | ||
| Q1 25 | — | 48.4% | ||
| Q4 24 | — | 51.3% | ||
| Q3 24 | — | 49.4% | ||
| Q2 24 | — | 47.3% |
营业利润率ACELCSGS
| Q1 26 | 7.7% | — | ||
| Q4 25 | 8.7% | 9.0% | ||
| Q3 25 | 7.7% | 10.0% | ||
| Q2 25 | 8.0% | 10.0% | ||
| Q1 25 | 8.0% | 9.8% | ||
| Q4 24 | 6.5% | 13.4% | ||
| Q3 24 | 7.2% | 10.8% | ||
| Q2 24 | 7.3% | 8.8% |
净利率ACELCSGS
| Q1 26 | 4.2% | — | ||
| Q4 25 | 4.7% | 2.2% | ||
| Q3 25 | 4.1% | 6.7% | ||
| Q2 25 | 2.2% | 4.1% | ||
| Q1 25 | 4.5% | 5.4% | ||
| Q4 24 | 2.6% | 10.9% | ||
| Q3 24 | 1.6% | 6.5% | ||
| Q2 24 | 4.7% | 4.8% |
每股收益（稀释后）ACELCSGS
| Q1 26 | — | — | ||
| Q4 25 | $0.19 | $0.24 | ||
| Q3 25 | $0.16 | $0.73 | ||
| Q2 25 | $0.08 | $0.44 | ||
| Q1 25 | $0.17 | $0.57 | ||
| Q4 24 | $0.09 | $1.20 | ||
| Q3 24 | $0.06 | $0.67 | ||
| Q2 24 | $0.17 | $0.48 |
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 | $274.1M | $180.0M |
| 总债务越低越好 | — | $539.5M |
| 股东权益账面价值 | $272.3M | $283.7M |
| 总资产 | $1.1B | $1.5B |
| 负债/权益比越低杠杆越低 | — | 1.90× |
8季度趋势，按日历期对齐
现金及短期投资ACELCSGS
| Q1 26 | $274.1M | — | ||
| Q4 25 | $296.6M | $180.0M | ||
| Q3 25 | $290.2M | $158.4M | ||
| Q2 25 | $264.6M | $145.9M | ||
| Q1 25 | $271.9M | $136.0M | ||
| Q4 24 | $281.3M | $161.8M | ||
| Q3 24 | $265.1M | $118.4M | ||
| Q2 24 | $254.9M | $110.4M |
总债务ACELCSGS
| Q1 26 | — | — | ||
| Q4 25 | $607.4M | $539.5M | ||
| Q3 25 | $595.4M | $538.6M | ||
| Q2 25 | $595.5M | $537.8M | ||
| Q1 25 | $580.7M | $537.6M | ||
| Q4 24 | $595.4M | $538.5M | ||
| Q3 24 | $554.1M | $539.5M | ||
| Q2 24 | $565.7M | $540.5M |
股东权益ACELCSGS
| Q1 26 | $272.3M | — | ||
| Q4 25 | $269.7M | $283.7M | ||
| Q3 25 | $267.1M | $289.5M | ||
| Q2 25 | $260.5M | $290.7M | ||
| Q1 25 | $259.1M | $283.1M | ||
| Q4 24 | $255.0M | $282.6M | ||
| Q3 24 | $206.7M | $288.4M | ||
| Q2 24 | $209.1M | $273.3M |
总资产ACELCSGS
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.5B | ||
| Q3 25 | $1.1B | $1.5B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $1.0B | $1.5B | ||
| Q3 24 | $950.2M | $1.4B | ||
| Q2 24 | $950.3M | $1.4B |
负债/权益比ACELCSGS
| Q1 26 | — | — | ||
| Q4 25 | 2.25× | 1.90× | ||
| Q3 25 | 2.23× | 1.86× | ||
| Q2 25 | 2.29× | 1.85× | ||
| Q1 25 | 2.24× | 1.90× | ||
| Q4 24 | 2.33× | 1.91× | ||
| Q3 24 | 2.68× | 1.87× | ||
| Q2 24 | 2.71× | 1.98× |
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 | $42.7M | $59.2M |
| 自由现金流经营现金流 - 资本支出 | $20.2M | $55.8M |
| 自由现金流率自由现金流/营收 | 5.8% | 17.3% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 现金转化率经营现金流/净利润 | 2.92× | 8.46× |
| 过去12个月自由现金流最近4个季度 | $64.2M | $141.4M |
8季度趋势，按日历期对齐
经营现金流ACELCSGS
| Q1 26 | $42.7M | — | ||
| Q4 25 | $31.1M | $59.2M | ||
| Q3 25 | $55.2M | $47.9M | ||
| Q2 25 | $19.8M | $37.3M | ||
| Q1 25 | $44.8M | $11.5M | ||
| Q4 24 | $13.5M | $82.5M | ||
| Q3 24 | $50.1M | $39.5M | ||
| Q2 24 | $28.9M | $43.1M |
自由现金流ACELCSGS
| Q1 26 | $20.2M | — | ||
| Q4 25 | $16.0M | $55.8M | ||
| Q3 25 | $34.2M | $43.9M | ||
| Q2 25 | $-6.2M | $34.6M | ||
| Q1 25 | $18.0M | $7.1M | ||
| Q4 24 | $2.1M | $76.6M | ||
| Q3 24 | $33.1M | $32.0M | ||
| Q2 24 | $11.4M | $38.8M |
自由现金流率ACELCSGS
| Q1 26 | 5.8% | — | ||
| Q4 25 | 4.7% | 17.3% | ||
| Q3 25 | 10.4% | 14.5% | ||
| Q2 25 | -1.9% | 11.6% | ||
| Q1 25 | 5.6% | 2.4% | ||
| Q4 24 | 0.7% | 24.2% | ||
| Q3 24 | 11.0% | 10.8% | ||
| Q2 24 | 3.7% | 13.4% |
资本支出强度ACELCSGS
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | 1.1% | ||
| Q3 25 | 6.4% | 1.3% | ||
| Q2 25 | 7.8% | 0.9% | ||
| Q1 25 | 8.3% | 1.5% | ||
| Q4 24 | 3.6% | 1.9% | ||
| Q3 24 | 5.6% | 2.5% | ||
| Q2 24 | 5.7% | 1.5% |
现金转化率ACELCSGS
| Q1 26 | 2.92× | — | ||
| Q4 25 | 1.92× | 8.46× | ||
| Q3 25 | 4.13× | 2.34× | ||
| Q2 25 | 2.71× | 3.04× | ||
| Q1 25 | 3.06× | 0.71× | ||
| Q4 24 | 1.62× | 2.39× | ||
| Q3 24 | 10.23× | 2.07× | ||
| Q2 24 | 1.98× | 3.12× |
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
ACEL
| Illinois | $252.8M | 72% |
| Montana (1) | $40.6M | 12% |
| Nevada | $29.3M | 8% |
| Nebraska | $11.4M | 3% |
| Louisiana | $10.1M | 3% |
| Georgia | $6.2M | 2% |
CSGS
| Software As A Service And Related Solutions | $287.2M | 89% |
| License And Service | $22.6M | 7% |
| Maintenance | $13.3M | 4% |
