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AMC Networks Inc.（AMCX）与Arena Group Holdings, Inc.（AREN）财务数据对比。点击上方公司名可切换其他公司
AMC Networks Inc.的季度营收约是Arena Group Holdings, Inc.的21.1倍（$594.8M vs $28.2M）。Arena Group Holdings, Inc.净利率更高（18.9% vs -9.3%，领先28.2%）。AMC Networks Inc.同比增速更快（-0.8% vs -22.0%）。过去两年AMC Networks Inc.的营收复合增速更高（-0.1% vs -1.2%）
AMC网络公司是总部位于纽约市的美国独立大众传媒娱乐集团，旗下拥有AMC、BBC美国台、IFC、圣丹斯电视、We TV等多个有线频道，还经营纽约IFC中心艺术影院、独立电影公司、动漫版权发行商，以及AMC+、Acorn TV等多个付费订阅流媒体服务。
Arena Group Holdings旗下的Arena Racing Company是英国的赛马休闲企业，2012年由Arena Leisure与Northern Racing合并成立。该公司在英国拥有并运营16家赛马场，占英国赛马赛事总量的39%，同时还在多家赛马场配套经营酒店，在三处场地运营高尔夫球场。
AMCX vs AREN — 直观对比
营收规模更大
AMCX
是对方的21.1倍
$28.2M
营收增速更快
AMCX
高出21.3%
-22.0%
净利率更高
AREN
高出28.2%
-9.3%
两年增速更快
AMCX
近两年复合增速
-1.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $594.8M | $28.2M |
| 净利润 | $-55.5M | $5.3M |
| 毛利率 | 49.7% | 43.6% |
| 营业利润率 | -8.6% | 26.6% |
| 净利率 | -9.3% | 18.9% |
| 营收同比 | -0.8% | -22.0% |
| 净利润同比 | 80.5% | -22.5% |
| 每股收益（稀释后） | $-0.97 | $0.12 |
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AMCXAREN
| Q4 25 | $594.8M | $28.2M | ||
| Q3 25 | $561.7M | $29.8M | ||
| Q2 25 | $600.0M | $45.0M | ||
| Q1 25 | $555.2M | $31.8M | ||
| Q4 24 | $599.3M | $36.2M | ||
| Q3 24 | $599.6M | $33.6M | ||
| Q2 24 | $625.9M | $27.2M | ||
| Q1 24 | $596.5M | $28.9M |
净利润AMCXAREN
| Q4 25 | $-55.5M | $5.3M | ||
| Q3 25 | $76.5M | $6.9M | ||
| Q2 25 | $50.3M | $108.6M | ||
| Q1 25 | $18.0M | $4.0M | ||
| Q4 24 | $-284.5M | $6.9M | ||
| Q3 24 | $41.4M | $4.0M | ||
| Q2 24 | $-29.2M | $-8.2M | ||
| Q1 24 | $45.8M | $-103.4M |
毛利率AMCXAREN
| Q4 25 | 49.7% | 43.6% | ||
| Q3 25 | 48.2% | 50.2% | ||
| Q2 25 | 52.7% | 56.5% | ||
| Q1 25 | 51.8% | 49.3% | ||
| Q4 24 | 51.2% | 52.6% | ||
| Q3 24 | 52.0% | 50.6% | ||
| Q2 24 | 55.2% | 39.4% | ||
| Q1 24 | 54.5% | 30.9% |
营业利润率AMCXAREN
| Q4 25 | -8.6% | 26.6% | ||
| Q3 25 | 9.9% | 31.9% | ||
| Q2 25 | 10.7% | 36.5% | ||
| Q1 25 | 11.6% | 23.1% | ||
| Q4 24 | -42.4% | 28.6% | ||
| Q3 24 | 15.6% | 24.0% | ||
| Q2 24 | 1.7% | -9.5% | ||
| Q1 24 | 18.5% | -27.5% |
净利率AMCXAREN
| Q4 25 | -9.3% | 18.9% | ||
| Q3 25 | 13.6% | 23.1% | ||
| Q2 25 | 8.4% | 241.4% | ||
| Q1 25 | 3.3% | 12.6% | ||
| Q4 24 | -47.5% | 19.0% | ||
| Q3 24 | 6.9% | 11.8% | ||
| Q2 24 | -4.7% | -30.1% | ||
| Q1 24 | 7.7% | -357.1% |
每股收益（稀释后）AMCXAREN
| Q4 25 | $-0.97 | $0.12 | ||
| Q3 25 | $1.38 | $0.14 | ||
| Q2 25 | $0.91 | $2.28 | ||
| Q1 25 | $0.34 | $0.08 | ||
| Q4 24 | $-6.23 | $1.23 | ||
| Q3 24 | $0.76 | $0.11 | ||
| Q2 24 | $-0.66 | $-0.28 | ||
| Q1 24 | $1.03 | $-3.91 |
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 | $502.4M | $10.3M |
| 总债务越低越好 | $1.8B | $97.6M |
| 股东权益账面价值 | $981.9M | $-4.8M |
| 总资产 | $3.9B | $112.6M |
| 负债/权益比越低杠杆越低 | 1.78× | — |
8季度趋势，按日历期对齐
现金及短期投资AMCXAREN
| Q4 25 | $502.4M | $10.3M | ||
| Q3 25 | $716.8M | $12.5M | ||
| Q2 25 | $866.4M | $6.8M | ||
| Q1 25 | $870.2M | $2.9M | ||
| Q4 24 | $784.6M | $4.4M | ||
| Q3 24 | $816.4M | $5.8M | ||
| Q2 24 | $802.6M | $6.1M | ||
| Q1 24 | $690.5M | $4.0M |
总债务AMCXAREN
| Q4 25 | $1.8B | $97.6M | ||
| Q3 25 | $1.9B | $110.5M | ||
| Q2 25 | $2.2B | $110.5M | ||
| Q1 25 | $2.3B | $110.5M | ||
| Q4 24 | $2.3B | $110.4M | ||
| Q3 24 | $2.3B | $102.4M | ||
| Q2 24 | $2.4B | $102.4M | ||
| Q1 24 | $2.3B | $102.3M |
股东权益AMCXAREN
| Q4 25 | $981.9M | $-4.8M | ||
| Q3 25 | $1.1B | $-10.4M | ||
| Q2 25 | $971.7M | $-17.3M | ||
| Q1 25 | $888.8M | $-126.1M | ||
| Q4 24 | $855.6M | $-130.3M | ||
| Q3 24 | $1.1B | $-137.5M | ||
| Q2 24 | $1.1B | $-157.2M | ||
| Q1 24 | $1.1B | $-149.6M |
总资产AMCXAREN
| Q4 25 | $3.9B | $112.6M | ||
| Q3 25 | $4.2B | $121.4M | ||
| Q2 25 | $4.4B | $127.8M | ||
| Q1 25 | $4.3B | $114.6M | ||
| Q4 24 | $4.4B | $116.4M | ||
| Q3 24 | $4.8B | $114.2M | ||
| Q2 24 | $4.9B | $113.4M | ||
| Q1 24 | $4.9B | $120.3M |
负债/权益比AMCXAREN
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.82× | — | ||
| Q2 25 | 2.27× | — | ||
| Q1 25 | 2.62× | — | ||
| Q4 24 | 2.73× | — | ||
| Q3 24 | 2.10× | — | ||
| Q2 24 | 2.26× | — | ||
| Q1 24 | 2.17× | — |
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 | $49.2M | $13.1M |
| 自由现金流经营现金流 - 资本支出 | $40.4M | — |
| 自由现金流率自由现金流/营收 | 6.8% | — |
| 资本支出强度资本支出/营收 | 1.5% | — |
| 现金转化率经营现金流/净利润 | — | 2.46× |
| 过去12个月自由现金流最近4个季度 | $272.4M | — |
8季度趋势，按日历期对齐
经营现金流AMCXAREN
| Q4 25 | $49.2M | $13.1M | ||
| Q3 25 | $44.8M | $12.2M | ||
| Q2 25 | $102.8M | $10.3M | ||
| Q1 25 | $108.8M | $3.7M | ||
| Q4 24 | $58.1M | $-8.6M | ||
| Q3 24 | $62.2M | $-2.3M | ||
| Q2 24 | $104.4M | $-3.2M | ||
| Q1 24 | $150.9M | $-2.0M |
自由现金流AMCXAREN
| Q4 25 | $40.4M | — | ||
| Q3 25 | $42.0M | — | ||
| Q2 25 | $95.7M | — | ||
| Q1 25 | $94.2M | — | ||
| Q4 24 | $37.6M | — | ||
| Q3 24 | $53.9M | $-2.4M | ||
| Q2 24 | $95.2M | — | ||
| Q1 24 | $144.1M | — |
自由现金流率AMCXAREN
| Q4 25 | 6.8% | — | ||
| Q3 25 | 7.5% | — | ||
| Q2 25 | 16.0% | — | ||
| Q1 25 | 17.0% | — | ||
| Q4 24 | 6.3% | — | ||
| Q3 24 | 9.0% | -7.1% | ||
| Q2 24 | 15.2% | — | ||
| Q1 24 | 24.2% | — |
资本支出强度AMCXAREN
| Q4 25 | 1.5% | — | ||
| Q3 25 | 0.5% | 0.0% | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 3.4% | — | ||
| Q3 24 | 1.4% | 0.1% | ||
| Q2 24 | 1.5% | — | ||
| Q1 24 | 1.1% | — |
现金转化率AMCXAREN
| Q4 25 | — | 2.46× | ||
| Q3 25 | 0.59× | 1.77× | ||
| Q2 25 | 2.04× | 0.09× | ||
| Q1 25 | 6.03× | 0.91× | ||
| Q4 24 | — | -1.25× | ||
| Q3 24 | 1.50× | -0.59× | ||
| Q2 24 | — | — | ||
| Q1 24 | 3.29× | — |
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
AMCX
| Subscription And Circulation | $314.8M | 53% |
| Advertising | $124.9M | 21% |
| Other | $79.1M | 13% |
| License | $74.8M | 13% |
| Related Party | $1.2M | 0% |
AREN
暂无分部数据
