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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）与凯撒娱乐（CZR）财务数据对比。点击上方公司名可切换其他公司
凯撒娱乐的季度营收约是APPLIED INDUSTRIAL TECHNOLOGIES INC的2.5倍（$2.9B vs $1.2B）。APPLIED INDUSTRIAL TECHNOLOGIES INC净利率更高（8.2% vs -8.6%，领先16.8%）。APPLIED INDUSTRIAL TECHNOLOGIES INC同比增速更快（8.4% vs 4.2%）。凯撒娱乐自由现金流更多（$147.0M vs $93.4M）。过去两年凯撒娱乐的营收复合增速更高（3.1% vs 0.7%）
AIT（Applied Industrial Technologies Inc）是总部位于美国的全球化上市工业企业，主营轴承、动力传动产品、工程级流体动力组件及系统、特种流量控制产品等工业用品分销，同时为工业及流体动力应用场景提供工程设计、系统集成及定制化配套服务。
凯撒娱乐前身为埃尔拉多度假村公司，是总部位于美国内华达州里诺的酒店博彩娱乐集团。2020年7月20日公司收购原凯撒娱乐集团后更为现名，目前运营超过50处物业，业务覆盖酒店、博彩、休闲娱乐等多个领域。
AIT vs CZR — 直观对比
营收规模更大
CZR
是对方的2.5倍
$1.2B
营收增速更快
AIT
高出4.2%
4.2%
净利率更高
AIT
高出16.8%
-8.6%
自由现金流更多
CZR
多$53.6M
$93.4M
两年增速更快
CZR
近两年复合增速
0.7%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $2.9B |
| 净利润 | $95.3M | $-250.0M |
| 毛利率 | 30.4% | — |
| 营业利润率 | 10.6% | 11.4% |
| 净利率 | 8.2% | -8.6% |
| 营收同比 | 8.4% | 4.2% |
| 净利润同比 | 2.2% | -2372.7% |
| 每股收益（稀释后） | $2.51 | $-1.22 |
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AITCZR
| Q4 25 | $1.2B | $2.9B | ||
| Q3 25 | $1.2B | $2.9B | ||
| Q2 25 | $1.2B | $2.9B | ||
| Q1 25 | $1.2B | $2.8B | ||
| Q4 24 | $1.1B | $2.8B | ||
| Q3 24 | $1.1B | $2.9B | ||
| Q2 24 | $1.2B | $2.8B | ||
| Q1 24 | $1.1B | $2.7B |
净利润AITCZR
| Q4 25 | $95.3M | $-250.0M | ||
| Q3 25 | $100.8M | $-55.0M | ||
| Q2 25 | $107.8M | $-82.0M | ||
| Q1 25 | $99.8M | $-115.0M | ||
| Q4 24 | $93.3M | $11.0M | ||
| Q3 24 | $92.1M | $-9.0M | ||
| Q2 24 | $103.5M | $-122.0M | ||
| Q1 24 | $97.2M | $-158.0M |
毛利率AITCZR
| Q4 25 | 30.4% | — | ||
| Q3 25 | 30.1% | — | ||
| Q2 25 | 30.6% | — | ||
| Q1 25 | 30.5% | — | ||
| Q4 24 | 30.6% | — | ||
| Q3 24 | 29.6% | — | ||
| Q2 24 | 30.7% | — | ||
| Q1 24 | 29.5% | — |
营业利润率AITCZR
| Q4 25 | 10.6% | 11.4% | ||
| Q3 25 | 10.8% | 17.9% | ||
| Q2 25 | 11.0% | 18.1% | ||
| Q1 25 | 11.1% | 17.5% | ||
| Q4 24 | 11.3% | 23.9% | ||
| Q3 24 | 10.3% | 22.4% | ||
| Q2 24 | 12.0% | 17.9% | ||
| Q1 24 | 10.6% | 17.7% |
净利率AITCZR
| Q4 25 | 8.2% | -8.6% | ||
| Q3 25 | 8.4% | -1.9% | ||
| Q2 25 | 8.8% | -2.8% | ||
| Q1 25 | 8.6% | -4.1% | ||
| Q4 24 | 8.7% | 0.4% | ||
| Q3 24 | 8.4% | -0.3% | ||
| Q2 24 | 8.9% | -4.3% | ||
| Q1 24 | 8.5% | -5.8% |
每股收益（稀释后）AITCZR
| Q4 25 | $2.51 | $-1.22 | ||
| Q3 25 | $2.63 | $-0.27 | ||
| Q2 25 | $2.80 | $-0.39 | ||
| Q1 25 | $2.57 | $-0.54 | ||
| Q4 24 | $2.39 | $0.04 | ||
| Q3 24 | $2.36 | $-0.04 | ||
| Q2 24 | $2.64 | $-0.56 | ||
| Q1 24 | $2.48 | $-0.73 |
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 | $406.0M | $887.0M |
| 总债务越低越好 | — | $11.9B |
| 股东权益账面价值 | $1.9B | $3.5B |
| 总资产 | $3.2B | $31.6B |
| 负债/权益比越低杠杆越低 | — | 3.40× |
8季度趋势，按日历期对齐
现金及短期投资AITCZR
| Q4 25 | $406.0M | $887.0M | ||
| Q3 25 | $418.7M | $836.0M | ||
| Q2 25 | $388.4M | $982.0M | ||
| Q1 25 | $352.8M | $884.0M | ||
| Q4 24 | $303.4M | $866.0M | ||
| Q3 24 | $538.5M | $802.0M | ||
| Q2 24 | $460.6M | $830.0M | ||
| Q1 24 | $456.5M | $726.0M |
总债务AITCZR
| Q4 25 | — | $11.9B | ||
| Q3 25 | — | $11.9B | ||
| Q2 25 | — | $12.3B | ||
| Q1 25 | — | $12.3B | ||
| Q4 24 | — | $12.3B | ||
| Q3 24 | — | $12.7B | ||
| Q2 24 | — | $12.4B | ||
| Q1 24 | — | $12.4B |
股东权益AITCZR
| Q4 25 | $1.9B | $3.5B | ||
| Q3 25 | $1.9B | $3.8B | ||
| Q2 25 | $1.8B | $3.9B | ||
| Q1 25 | $1.8B | $4.1B | ||
| Q4 24 | $1.8B | $4.2B | ||
| Q3 24 | $1.8B | $4.2B | ||
| Q2 24 | $1.7B | $4.3B | ||
| Q1 24 | $1.7B | $4.4B |
总资产AITCZR
| Q4 25 | $3.2B | $31.6B | ||
| Q3 25 | $3.2B | $31.9B | ||
| Q2 25 | $3.2B | $32.5B | ||
| Q1 25 | $3.1B | $32.4B | ||
| Q4 24 | $3.0B | $32.6B | ||
| Q3 24 | $3.0B | $33.0B | ||
| Q2 24 | $3.0B | $33.1B | ||
| Q1 24 | $2.9B | $33.1B |
负债/权益比AITCZR
| Q4 25 | — | 3.40× | ||
| Q3 25 | — | 3.15× | ||
| Q2 25 | — | 3.15× | ||
| Q1 25 | — | 3.04× | ||
| Q4 24 | — | 2.96× | ||
| Q3 24 | — | 3.04× | ||
| Q2 24 | — | 2.89× | ||
| Q1 24 | — | 2.82× |
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 | $99.7M | $304.0M |
| 自由现金流经营现金流 - 资本支出 | $93.4M | $147.0M |
| 自由现金流率自由现金流/营收 | 8.0% | 5.0% |
| 资本支出强度资本支出/营收 | 0.5% | 5.4% |
| 现金转化率经营现金流/净利润 | 1.05× | — |
| 过去12个月自由现金流最近4个季度 | $458.5M | $497.0M |
8季度趋势，按日历期对齐
经营现金流AITCZR
| Q4 25 | $99.7M | $304.0M | ||
| Q3 25 | $119.3M | $318.0M | ||
| Q2 25 | $147.0M | $462.0M | ||
| Q1 25 | $122.5M | $218.0M | ||
| Q4 24 | $95.1M | $309.0M | ||
| Q3 24 | $127.7M | $232.0M | ||
| Q2 24 | $119.2M | $454.0M | ||
| Q1 24 | $84.2M | $80.0M |
自由现金流AITCZR
| Q4 25 | $93.4M | $147.0M | ||
| Q3 25 | $112.0M | $123.0M | ||
| Q2 25 | $138.2M | $232.0M | ||
| Q1 25 | $114.9M | $-5.0M | ||
| Q4 24 | $89.9M | $30.0M | ||
| Q3 24 | $122.2M | $-192.0M | ||
| Q2 24 | $111.7M | $125.0M | ||
| Q1 24 | $76.7M | $-184.0M |
自由现金流率AITCZR
| Q4 25 | 8.0% | 5.0% | ||
| Q3 25 | 9.3% | 4.3% | ||
| Q2 25 | 11.3% | 8.0% | ||
| Q1 25 | 9.8% | -0.2% | ||
| Q4 24 | 8.4% | 1.1% | ||
| Q3 24 | 11.1% | -6.7% | ||
| Q2 24 | 9.6% | 4.4% | ||
| Q1 24 | 6.7% | -6.7% |
资本支出强度AITCZR
| Q4 25 | 0.5% | 5.4% | ||
| Q3 25 | 0.6% | 6.8% | ||
| Q2 25 | 0.7% | 7.9% | ||
| Q1 25 | 0.6% | 8.0% | ||
| Q4 24 | 0.5% | 10.0% | ||
| Q3 24 | 0.5% | 14.8% | ||
| Q2 24 | 0.6% | 11.6% | ||
| Q1 24 | 0.7% | 9.6% |
现金转化率AITCZR
| Q4 25 | 1.05× | — | ||
| Q3 25 | 1.18× | — | ||
| Q2 25 | 1.36× | — | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 1.02× | 28.09× | ||
| Q3 24 | 1.39× | — | ||
| Q2 24 | 1.15× | — | ||
| Q1 24 | 0.87× | — |
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
AIT
| Service Center Based Distribution Segment | $625.2M | 54% |
| Engineered Solutions Segment | $398.9M | 34% |
| Other | $75.8M | 7% |
| Hydradyne LLC | $63.1M | 5% |
CZR
暂无分部数据
