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传奇娱乐（ACEL）与MARCUS CORP（MCS）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MARCUS CORP的1.8倍（$351.6M vs $193.5M），传奇娱乐同比增速更快（8.5% vs 2.8%），MARCUS CORP自由现金流更多（$26.4M vs $20.2M），过去两年MARCUS CORP的营收复合增速更高（18.2% vs 6.6%）
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。
马库斯公司是一家美国企业，主营商业地产领域相关服务，业务覆盖美国与加拿大，提供商业地产经纪、按揭经纪、行业研究以及咨询服务，首创了由单一经纪公司独家代理房源挂牌的行业模式，目前在美加两国设有超过80家办公室，拥有员工超1800名。
ACEL vs MCS — 直观对比
营收规模更大
ACEL
是对方的1.8倍
$193.5M
营收增速更快
ACEL
高出5.8%
2.8%
自由现金流更多
MCS
多$6.2M
$20.2M
两年增速更快
MCS
近两年复合增速
6.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $351.6M | $193.5M |
| 净利润 | $14.7M | — |
| 毛利率 | — | — |
| 营业利润率 | 7.7% | 0.9% |
| 净利率 | 4.2% | — |
| 营收同比 | 8.5% | 2.8% |
| 净利润同比 | 0.3% | — |
| 每股收益（稀释后） | — | — |
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ACELMCS
| Q1 26 | $351.6M | — | ||
| Q4 25 | $341.4M | $193.5M | ||
| Q3 25 | $329.7M | $210.2M | ||
| Q2 25 | $335.9M | $206.0M | ||
| Q1 25 | $323.9M | $148.8M | ||
| Q4 24 | $317.5M | $188.3M | ||
| Q3 24 | $302.2M | $232.7M | ||
| Q2 24 | $309.4M | $176.0M |
净利润ACELMCS
| Q1 26 | $14.7M | — | ||
| Q4 25 | $16.2M | — | ||
| Q3 25 | $13.4M | $16.2M | ||
| Q2 25 | $7.3M | $7.3M | ||
| Q1 25 | $14.6M | $-16.8M | ||
| Q4 24 | $8.4M | $986.0K | ||
| Q3 24 | $4.9M | $23.3M | ||
| Q2 24 | $14.6M | $-20.2M |
营业利润率ACELMCS
| Q1 26 | 7.7% | — | ||
| Q4 25 | 8.7% | 0.9% | ||
| Q3 25 | 7.7% | 10.8% | ||
| Q2 25 | 8.0% | 6.3% | ||
| Q1 25 | 8.0% | -13.7% | ||
| Q4 24 | 6.5% | -1.2% | ||
| Q3 24 | 7.2% | 14.1% | ||
| Q2 24 | 7.3% | 1.3% |
净利率ACELMCS
| Q1 26 | 4.2% | — | ||
| Q4 25 | 4.7% | — | ||
| Q3 25 | 4.1% | 7.7% | ||
| Q2 25 | 2.2% | 3.6% | ||
| Q1 25 | 4.5% | -11.3% | ||
| Q4 24 | 2.6% | 0.5% | ||
| Q3 24 | 1.6% | 10.0% | ||
| Q2 24 | 4.7% | -11.5% |
每股收益（稀释后）ACELMCS
| Q1 26 | — | — | ||
| Q4 25 | $0.19 | — | ||
| Q3 25 | $0.16 | — | ||
| Q2 25 | $0.08 | — | ||
| Q1 25 | $0.17 | — | ||
| Q4 24 | $0.09 | — | ||
| Q3 24 | $0.06 | — | ||
| Q2 24 | $0.17 | — |
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 | $23.4M |
| 总债务越低越好 | — | $159.0M |
| 股东权益账面价值 | $272.3M | $457.4M |
| 总资产 | $1.1B | $1.0B |
| 负债/权益比越低杠杆越低 | — | 0.35× |
8季度趋势，按日历期对齐
现金及短期投资ACELMCS
| Q1 26 | $274.1M | — | ||
| Q4 25 | $296.6M | $23.4M | ||
| Q3 25 | $290.2M | $7.4M | ||
| Q2 25 | $264.6M | $14.9M | ||
| Q1 25 | $271.9M | $11.9M | ||
| Q4 24 | $281.3M | $40.8M | ||
| Q3 24 | $265.1M | $28.4M | ||
| Q2 24 | $254.9M | $32.8M |
总债务ACELMCS
| Q1 26 | — | — | ||
| Q4 25 | $607.4M | $159.0M | ||
| Q3 25 | $595.4M | $162.0M | ||
| Q2 25 | $595.5M | $179.9M | ||
| Q1 25 | $580.7M | $198.9M | ||
| Q4 24 | $595.4M | $159.1M | ||
| Q3 24 | $554.1M | $173.1M | ||
| Q2 24 | $565.7M | $175.7M |
股东权益ACELMCS
| Q1 26 | $272.3M | — | ||
| Q4 25 | $269.7M | $457.4M | ||
| Q3 25 | $267.1M | $454.3M | ||
| Q2 25 | $260.5M | $448.4M | ||
| Q1 25 | $259.1M | $441.8M | ||
| Q4 24 | $255.0M | $464.9M | ||
| Q3 24 | $206.7M | $462.3M | ||
| Q2 24 | $209.1M | $449.4M |
总资产ACELMCS
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.0B | ||
| Q3 25 | $1.1B | $1.0B | ||
| Q2 25 | $1.1B | $1.0B | ||
| Q1 25 | $1.0B | $1.0B | ||
| Q4 24 | $1.0B | $1.0B | ||
| Q3 24 | $950.2M | $1.0B | ||
| Q2 24 | $950.3M | $1.1B |
负债/权益比ACELMCS
| Q1 26 | — | — | ||
| Q4 25 | 2.25× | 0.35× | ||
| Q3 25 | 2.23× | 0.36× | ||
| Q2 25 | 2.29× | 0.40× | ||
| Q1 25 | 2.24× | 0.45× | ||
| Q4 24 | 2.33× | 0.34× | ||
| Q3 24 | 2.68× | 0.37× | ||
| Q2 24 | 2.71× | 0.39× |
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 | $48.8M |
| 自由现金流经营现金流 - 资本支出 | $20.2M | $26.4M |
| 自由现金流率自由现金流/营收 | 5.8% | 13.6% |
| 资本支出强度资本支出/营收 | — | 11.6% |
| 现金转化率经营现金流/净利润 | 2.92× | — |
| 过去12个月自由现金流最近4个季度 | $64.2M | $989.0K |
8季度趋势，按日历期对齐
经营现金流ACELMCS
| Q1 26 | $42.7M | — | ||
| Q4 25 | $31.1M | $48.8M | ||
| Q3 25 | $55.2M | $39.1M | ||
| Q2 25 | $19.8M | $31.6M | ||
| Q1 25 | $44.8M | $-35.3M | ||
| Q4 24 | $13.5M | $52.6M | ||
| Q3 24 | $50.1M | $30.5M | ||
| Q2 24 | $28.9M | $36.0M |
自由现金流ACELMCS
| Q1 26 | $20.2M | — | ||
| Q4 25 | $16.0M | $26.4M | ||
| Q3 25 | $34.2M | $18.2M | ||
| Q2 25 | $-6.2M | $14.7M | ||
| Q1 25 | $18.0M | $-58.3M | ||
| Q4 24 | $2.1M | $27.1M | ||
| Q3 24 | $33.1M | $12.0M | ||
| Q2 24 | $11.4M | $16.1M |
自由现金流率ACELMCS
| Q1 26 | 5.8% | — | ||
| Q4 25 | 4.7% | 13.6% | ||
| Q3 25 | 10.4% | 8.7% | ||
| Q2 25 | -1.9% | 7.1% | ||
| Q1 25 | 5.6% | -39.2% | ||
| Q4 24 | 0.7% | 14.4% | ||
| Q3 24 | 11.0% | 5.2% | ||
| Q2 24 | 3.7% | 9.2% |
资本支出强度ACELMCS
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | 11.6% | ||
| Q3 25 | 6.4% | 9.9% | ||
| Q2 25 | 7.8% | 8.2% | ||
| Q1 25 | 8.3% | 15.5% | ||
| Q4 24 | 3.6% | 13.5% | ||
| Q3 24 | 5.6% | 7.9% | ||
| Q2 24 | 5.7% | 11.3% |
现金转化率ACELMCS
| Q1 26 | 2.92× | — | ||
| Q4 25 | 1.92× | — | ||
| Q3 25 | 4.13× | 2.41× | ||
| Q2 25 | 2.71× | 4.32× | ||
| Q1 25 | 3.06× | — | ||
| Q4 24 | 1.62× | 53.31× | ||
| Q3 24 | 10.23× | 1.31× | ||
| 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% |
MCS
| Theatres | $123.1M | 64% |
| Concessions | $51.0M | 26% |
| Food And Beverage | $21.2M | 11% |
