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Bally's Corp(BALY)与BlueLinx Holdings Inc.(BXC)财务数据对比。点击上方公司名可切换其他公司
BlueLinx Holdings Inc.的季度营收约是Bally's Corp的1.0倍($748.9M vs $746.2M),BlueLinx Holdings Inc.净利率更高(0.2% vs -47.3%,领先47.6%),Bally's Corp同比增速更快(28.6% vs 0.2%),过去两年Bally's Corp的营收复合增速更高(9.8% vs 2.5%)
巴利公司是总部位于美国罗德岛州普罗维登斯的博彩、体育投注与互动娱乐企业。目前该公司在美国11个州运营19家赌场,在科罗拉多州拥有一座赛马场,在纽约州拥有一座高尔夫球场,同时在全美14个州开展线上体育投注业务,还通过子公司在澳大利亚两个州运营两处产业。
BlueLinx Holdings Inc.是美国经营建材与工业产品的批发分销商,总部位于佐治亚州亚特兰大,目前由Shyam Reddy担任公司总裁兼首席执行官,在美国本土相关分销领域开展业务
BALY vs BXC — 直观对比
营收规模更大
BXC
是对方的1.0倍
$746.2M
营收增速更快
BALY
高出28.4%
0.2%
净利率更高
BXC
高出47.6%
-47.3%
两年增速更快
BALY
近两年复合增速
2.5%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $746.2M | $748.9M |
| 净利润 | $-353.2M | $1.7M |
| 毛利率 | — | 14.4% |
| 营业利润率 | -36.8% | 1.3% |
| 净利率 | -47.3% | 0.2% |
| 营收同比 | 28.6% | 0.2% |
| 净利润同比 | -311.8% | -89.7% |
| 每股收益(稀释后) | $-5.84 | $0.20 |
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
BALY
BXC
| Q4 25 | $746.2M | — | ||
| Q3 25 | $663.7M | $748.9M | ||
| Q2 25 | $657.5M | $780.1M | ||
| Q1 25 | $368.7M | $709.2M | ||
| Q4 24 | $580.4M | $710.6M | ||
| Q3 24 | $630.0M | $747.3M | ||
| Q2 24 | $621.7M | $768.4M | ||
| Q1 24 | $618.5M | $726.2M |
净利润
BALY
BXC
| Q4 25 | $-353.2M | — | ||
| Q3 25 | $-102.9M | $1.7M | ||
| Q2 25 | $-228.4M | $4.3M | ||
| Q1 25 | $34.5M | $2.8M | ||
| Q4 24 | $-85.8M | — | ||
| Q3 24 | $-247.9M | $16.0M | ||
| Q2 24 | $-60.2M | $14.3M | ||
| Q1 24 | $-173.9M | $17.5M |
毛利率
BALY
BXC
| Q4 25 | — | — | ||
| Q3 25 | — | 14.4% | ||
| Q2 25 | — | 15.3% | ||
| Q1 25 | — | 15.7% | ||
| Q4 24 | — | 15.9% | ||
| Q3 24 | — | 16.8% | ||
| Q2 24 | — | 15.9% | ||
| Q1 24 | — | 17.6% |
营业利润率
BALY
BXC
| Q4 25 | -36.8% | — | ||
| Q3 25 | 0.1% | 1.3% | ||
| Q2 25 | -0.4% | 1.9% | ||
| Q1 25 | -0.5% | 1.5% | ||
| Q4 24 | -5.6% | 1.7% | ||
| Q3 24 | -25.0% | 3.2% | ||
| Q2 24 | 0.9% | 3.1% | ||
| Q1 24 | -12.0% | 3.8% |
净利率
BALY
BXC
| Q4 25 | -47.3% | — | ||
| Q3 25 | -15.5% | 0.2% | ||
| Q2 25 | -34.7% | 0.6% | ||
| Q1 25 | 9.4% | 0.4% | ||
| Q4 24 | -14.8% | — | ||
| Q3 24 | -39.3% | 2.1% | ||
| Q2 24 | -9.7% | 1.9% | ||
| Q1 24 | -28.1% | 2.4% |
每股收益(稀释后)
BALY
BXC
| Q4 25 | $-5.84 | — | ||
| Q3 25 | $-1.70 | $0.20 | ||
| Q2 25 | $-3.76 | $0.54 | ||
| Q1 25 | $0.57 | $0.33 | ||
| Q4 24 | $-1.76 | $0.67 | ||
| Q3 24 | $-5.10 | $1.87 | ||
| Q2 24 | $-1.24 | $1.65 | ||
| Q1 24 | $-3.61 | $2.00 |
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 | $798.4M | $429.4M |
| 总债务越低越好 | $4.5B | $598.5M |
| 股东权益账面价值 | $994.7M | $623.0M |
| 总资产 | $11.2B | $1.6B |
| 负债/权益比越低杠杆越低 | 4.52× | 0.96× |
8季度趋势,按日历期对齐
现金及短期投资
BALY
BXC
| Q4 25 | $798.4M | — | ||
| Q3 25 | $160.7M | $429.4M | ||
| Q2 25 | $174.6M | $386.8M | ||
| Q1 25 | $209.7M | $449.0M | ||
| Q4 24 | $171.2M | $505.6M | ||
| Q3 24 | $191.0M | $526.3M | ||
| Q2 24 | $154.7M | $491.4M | ||
| Q1 24 | $169.4M | $481.3M |
总债务
BALY
BXC
| Q4 25 | $4.5B | — | ||
| Q3 25 | $3.7B | $598.5M | ||
| Q2 25 | $3.6B | $596.4M | ||
| Q1 25 | $3.5B | $596.6M | ||
| Q4 24 | $3.3B | $575.1M | ||
| Q3 24 | $3.7B | $576.0M | ||
| Q2 24 | $3.7B | $574.6M | ||
| Q1 24 | $3.7B | $574.0M |
股东权益
BALY
BXC
| Q4 25 | $994.7M | — | ||
| Q3 25 | $521.5M | $623.0M | ||
| Q2 25 | $630.1M | $621.3M | ||
| Q1 25 | $796.5M | $636.1M | ||
| Q4 24 | $30.9M | $646.4M | ||
| Q3 24 | $233.4M | $655.6M | ||
| Q2 24 | $393.1M | $652.3M | ||
| Q1 24 | $449.4M | $653.2M |
总资产
BALY
BXC
| Q4 25 | $11.2B | — | ||
| Q3 25 | $7.6B | $1.6B | ||
| Q2 25 | $7.8B | $1.6B | ||
| Q1 25 | $7.5B | $1.6B | ||
| Q4 24 | $5.9B | $1.6B | ||
| Q3 24 | $6.4B | $1.6B | ||
| Q2 24 | $6.6B | $1.6B | ||
| Q1 24 | $6.6B | $1.6B |
负债/权益比
BALY
BXC
| Q4 25 | 4.52× | — | ||
| Q3 25 | 7.17× | 0.96× | ||
| Q2 25 | 5.68× | 0.96× | ||
| Q1 25 | 4.33× | 0.94× | ||
| Q4 24 | 107.40× | 0.89× | ||
| Q3 24 | 15.73× | 0.88× | ||
| Q2 24 | 9.34× | 0.88× | ||
| Q1 24 | 8.19× | 0.88× |
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 | — | $58.6M |
| 自由现金流经营现金流 - 资本支出 | — | $52.7M |
| 自由现金流率自由现金流/营收 | — | 7.0% |
| 资本支出强度资本支出/营收 | 5.1% | 0.8% |
| 现金转化率经营现金流/净利润 | — | 35.42× |
| 过去12个月自由现金流最近4个季度 | — | $-25.1M |
8季度趋势,按日历期对齐
经营现金流
BALY
BXC
| Q4 25 | — | — | ||
| Q3 25 | $-88.6M | $58.6M | ||
| Q2 25 | — | $-26.8M | ||
| Q1 25 | $42.0M | $-33.9M | ||
| Q4 24 | $37.8M | $18.7M | ||
| Q3 24 | $36.5M | $61.8M | ||
| Q2 24 | $47.6M | $35.8M | ||
| Q1 24 | $-7.9M | $-31.1M |
自由现金流
BALY
BXC
| Q4 25 | — | — | ||
| Q3 25 | $-139.3M | $52.7M | ||
| Q2 25 | — | $-36.4M | ||
| Q1 25 | $11.5M | $-39.8M | ||
| Q4 24 | $-5.9M | $-1.5M | ||
| Q3 24 | $-55.8M | $53.8M | ||
| Q2 24 | $11.8M | $29.3M | ||
| Q1 24 | $-35.9M | $-36.6M |
自由现金流率
BALY
BXC
| Q4 25 | — | — | ||
| Q3 25 | -21.0% | 7.0% | ||
| Q2 25 | — | -4.7% | ||
| Q1 25 | 3.1% | -5.6% | ||
| Q4 24 | -1.0% | -0.2% | ||
| Q3 24 | -8.9% | 7.2% | ||
| Q2 24 | 1.9% | 3.8% | ||
| Q1 24 | -5.8% | -5.0% |
资本支出强度
BALY
BXC
| Q4 25 | 5.1% | — | ||
| Q3 25 | 7.6% | 0.8% | ||
| Q2 25 | 7.4% | 1.2% | ||
| Q1 25 | 8.3% | 0.8% | ||
| Q4 24 | 7.5% | 2.9% | ||
| Q3 24 | 14.7% | 1.1% | ||
| Q2 24 | 5.7% | 0.8% | ||
| Q1 24 | 4.5% | 0.8% |
现金转化率
BALY
BXC
| Q4 25 | — | — | ||
| Q3 25 | — | 35.42× | ||
| Q2 25 | — | -6.21× | ||
| Q1 25 | 1.22× | -12.09× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.86× | ||
| Q2 24 | — | 2.50× | ||
| Q1 24 | — | -1.78× |
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
BALY
| Casinos Resorts | $366.2M | 49% |
| Non Casino | $172.7M | 23% |
| Food And Beverage | $74.6M | 10% |
| Hotel | $69.9M | 9% |
| North America Interactive | $62.3M | 8% |
| Loyalty Programs | $6.7M | 1% |
BXC
| Specialty Products | $525.5M | 70% |
| Structural Products | $223.4M | 30% |