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传奇娱乐（ACEL）与Mativ Holdings, Inc.（MATV）财务数据对比。点击上方公司名可切换其他公司
Mativ Holdings, Inc.的季度营收约是传奇娱乐的1.3倍（$463.1M vs $351.6M），Mativ Holdings, Inc.净利率更高（21.8% vs 4.2%，领先17.6%），传奇娱乐同比增速更快（8.5% vs 1.0%），传奇娱乐自由现金流更多（$20.2M vs $8.0M），过去两年传奇娱乐的营收复合增速更高（6.6% vs -3.8%）
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。
Mativ Holdings是一家全球特种材料制造商，主要生产高性能先进聚合物、无纺布、过滤解决方案及功能性涂层材料，服务医疗、工业、消费品、航空航天、能源等领域，业务遍及北美、欧洲及亚太地区。
ACEL vs MATV — 直观对比
营收规模更大
MATV
是对方的1.3倍
$351.6M
营收增速更快
ACEL
高出7.6%
1.0%
净利率更高
MATV
高出17.6%
4.2%
自由现金流更多
ACEL
多$12.2M
$8.0M
两年增速更快
ACEL
近两年复合增速
-3.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $351.6M | $463.1M |
| 净利润 | $14.7M | $100.8M |
| 毛利率 | — | 18.8% |
| 营业利润率 | 7.7% | 2.2% |
| 净利率 | 4.2% | 21.8% |
| 营收同比 | 8.5% | 1.0% |
| 净利润同比 | 0.3% | 6620.0% |
| 每股收益（稀释后） | — | $1.87 |
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ACELMATV
| Q1 26 | $351.6M | — | ||
| Q4 25 | $341.4M | $463.1M | ||
| Q3 25 | $329.7M | $513.7M | ||
| Q2 25 | $335.9M | $525.4M | ||
| Q1 25 | $323.9M | $484.8M | ||
| Q4 24 | $317.5M | $458.6M | ||
| Q3 24 | $302.2M | $498.5M | ||
| Q2 24 | $309.4M | $523.8M |
净利润ACELMATV
| Q1 26 | $14.7M | — | ||
| Q4 25 | $16.2M | $100.8M | ||
| Q3 25 | $13.4M | $-3.2M | ||
| Q2 25 | $7.3M | $-9.5M | ||
| Q1 25 | $14.6M | $-425.5M | ||
| Q4 24 | $8.4M | $1.5M | ||
| Q3 24 | $4.9M | $-20.8M | ||
| Q2 24 | $14.6M | $-1.4M |
毛利率ACELMATV
| Q1 26 | — | — | ||
| Q4 25 | — | 18.8% | ||
| Q3 25 | — | 19.3% | ||
| Q2 25 | — | 19.7% | ||
| Q1 25 | — | 15.0% | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | — | 18.8% | ||
| Q2 24 | — | 20.8% |
营业利润率ACELMATV
| Q1 26 | 7.7% | — | ||
| Q4 25 | 8.7% | 2.2% | ||
| Q3 25 | 7.7% | 3.1% | ||
| Q2 25 | 8.0% | 3.8% | ||
| Q1 25 | 8.0% | -88.8% | ||
| Q4 24 | 6.5% | 0.6% | ||
| Q3 24 | 7.2% | 1.4% | ||
| Q2 24 | 7.3% | 2.0% |
净利率ACELMATV
| Q1 26 | 4.2% | — | ||
| Q4 25 | 4.7% | 21.8% | ||
| Q3 25 | 4.1% | -0.6% | ||
| Q2 25 | 2.2% | -1.8% | ||
| Q1 25 | 4.5% | -87.8% | ||
| Q4 24 | 2.6% | 0.3% | ||
| Q3 24 | 1.6% | -4.2% | ||
| Q2 24 | 4.7% | -0.3% |
每股收益（稀释后）ACELMATV
| Q1 26 | — | — | ||
| Q4 25 | $0.19 | $1.87 | ||
| Q3 25 | $0.16 | $-0.06 | ||
| Q2 25 | $0.08 | $-0.18 | ||
| Q1 25 | $0.17 | $-7.82 | ||
| Q4 24 | $0.09 | $0.03 | ||
| Q3 24 | $0.06 | $-0.38 | ||
| Q2 24 | $0.17 | $-0.03 |
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 | $84.2M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $272.3M | $498.7M |
| 总资产 | $1.1B | $2.1B |
| 负债/权益比越低杠杆越低 | — | 2.07× |
8季度趋势，按日历期对齐
现金及短期投资ACELMATV
| Q1 26 | $274.1M | — | ||
| Q4 25 | $296.6M | $84.2M | ||
| Q3 25 | $290.2M | $97.1M | ||
| Q2 25 | $264.6M | $95.6M | ||
| Q1 25 | $271.9M | $84.0M | ||
| Q4 24 | $281.3M | $94.3M | ||
| Q3 24 | $265.1M | $162.2M | ||
| Q2 24 | $254.9M | $133.4M |
总债务ACELMATV
| Q1 26 | — | — | ||
| Q4 25 | $607.4M | $1.0B | ||
| Q3 25 | $595.4M | $1.0B | ||
| Q2 25 | $595.5M | $1.1B | ||
| Q1 25 | $580.7M | $1.1B | ||
| Q4 24 | $595.4M | $1.1B | ||
| Q3 24 | $554.1M | $1.2B | ||
| Q2 24 | $565.7M | $1.2B |
股东权益ACELMATV
| Q1 26 | $272.3M | — | ||
| Q4 25 | $269.7M | $498.7M | ||
| Q3 25 | $267.1M | $397.4M | ||
| Q2 25 | $260.5M | $416.6M | ||
| Q1 25 | $259.1M | $428.2M | ||
| Q4 24 | $255.0M | $858.5M | ||
| Q3 24 | $206.7M | $882.3M | ||
| Q2 24 | $209.1M | $898.0M |
总资产ACELMATV
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $2.1B | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $1.1B | $2.1B | ||
| Q1 25 | $1.0B | $2.1B | ||
| Q4 24 | $1.0B | $2.4B | ||
| Q3 24 | $950.2M | $2.6B | ||
| Q2 24 | $950.3M | $2.6B |
负债/权益比ACELMATV
| Q1 26 | — | — | ||
| Q4 25 | 2.25× | 2.07× | ||
| Q3 25 | 2.23× | 2.63× | ||
| Q2 25 | 2.29× | 2.66× | ||
| Q1 25 | 2.24× | 2.67× | ||
| Q4 24 | 2.33× | 1.30× | ||
| Q3 24 | 2.68× | 1.32× | ||
| Q2 24 | 2.71× | 1.29× |
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 | $19.3M |
| 自由现金流经营现金流 - 资本支出 | $20.2M | $8.0M |
| 自由现金流率自由现金流/营收 | 5.8% | 1.7% |
| 资本支出强度资本支出/营收 | — | 2.4% |
| 现金转化率经营现金流/净利润 | 2.92× | 0.19× |
| 过去12个月自由现金流最近4个季度 | $64.2M | $93.8M |
8季度趋势，按日历期对齐
经营现金流ACELMATV
| Q1 26 | $42.7M | — | ||
| Q4 25 | $31.1M | $19.3M | ||
| Q3 25 | $55.2M | $72.8M | ||
| Q2 25 | $19.8M | $57.6M | ||
| Q1 25 | $44.8M | $-15.9M | ||
| Q4 24 | $13.5M | $24.1M | ||
| Q3 24 | $50.1M | $37.6M | ||
| Q2 24 | $28.9M | $46.1M |
自由现金流ACELMATV
| Q1 26 | $20.2M | — | ||
| Q4 25 | $16.0M | $8.0M | ||
| Q3 25 | $34.2M | $66.7M | ||
| Q2 25 | $-6.2M | $48.9M | ||
| Q1 25 | $18.0M | $-29.8M | ||
| Q4 24 | $2.1M | $2.0M | ||
| Q3 24 | $33.1M | $25.5M | ||
| Q2 24 | $11.4M | $37.4M |
自由现金流率ACELMATV
| Q1 26 | 5.8% | — | ||
| Q4 25 | 4.7% | 1.7% | ||
| Q3 25 | 10.4% | 13.0% | ||
| Q2 25 | -1.9% | 9.3% | ||
| Q1 25 | 5.6% | -6.1% | ||
| Q4 24 | 0.7% | 0.4% | ||
| Q3 24 | 11.0% | 5.1% | ||
| Q2 24 | 3.7% | 7.1% |
资本支出强度ACELMATV
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | 2.4% | ||
| Q3 25 | 6.4% | 1.2% | ||
| Q2 25 | 7.8% | 1.7% | ||
| Q1 25 | 8.3% | 2.9% | ||
| Q4 24 | 3.6% | 4.8% | ||
| Q3 24 | 5.6% | 2.4% | ||
| Q2 24 | 5.7% | 1.7% |
现金转化率ACELMATV
| Q1 26 | 2.92× | — | ||
| Q4 25 | 1.92× | 0.19× | ||
| Q3 25 | 4.13× | — | ||
| Q2 25 | 2.71× | — | ||
| Q1 25 | 3.06× | — | ||
| Q4 24 | 1.62× | 16.07× | ||
| Q3 24 | 10.23× | — | ||
| Q2 24 | 1.98× | — |
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% |
MATV
| Other | $208.7M | 45% |
| SAS Segment | $157.4M | 34% |
| FAM Segment | $97.0M | 21% |
