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Bally's Corp（BALY）与BOYD GAMING CORP（BYD）财务数据对比。点击上方公司名可切换其他公司
BOYD GAMING CORP的季度营收约是Bally's Corp的1.3倍（$997.4M vs $746.2M）。BOYD GAMING CORP净利率更高（10.5% vs -47.3%，领先57.8%）。Bally's Corp同比增速更快（28.6% vs 0.6%）。过去两年Bally's Corp的营收复合增速更高（9.8% vs 1.5%）
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。
博伊德博彩集团是总部位于美国内华达州帕拉代斯的知名博彩及酒店服务运营商，核心业务涵盖赌场运营、休闲度假配套服务等板块，为全球游客提供优质的综合娱乐体验。
BALY vs BYD — 直观对比
营收规模更大
BYD
是对方的1.3倍
$746.2M
营收增速更快
BALY
高出28.0%
0.6%
净利率更高
BYD
高出57.8%
-47.3%
两年增速更快
BALY
近两年复合增速
1.5%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $746.2M | $997.4M |
| 净利润 | $-353.2M | $104.3M |
| 毛利率 | — | — |
| 营业利润率 | -36.8% | 16.4% |
| 净利率 | -47.3% | 10.5% |
| 营收同比 | 28.6% | 0.6% |
| 净利润同比 | -311.8% | -5.9% |
| 每股收益（稀释后） | $-5.84 | $1.37 |
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BALYBYD
| Q1 26 | — | $997.4M | ||
| Q4 25 | $746.2M | $1.1B | ||
| Q3 25 | $663.7M | $1.0B | ||
| Q2 25 | $657.5M | $1.0B | ||
| Q1 25 | $368.7M | $991.6M | ||
| Q4 24 | $580.4M | $1.0B | ||
| Q3 24 | $630.0M | $961.2M | ||
| Q2 24 | $621.7M | $967.5M |
净利润BALYBYD
| Q1 26 | — | $104.3M | ||
| Q4 25 | $-353.2M | $140.4M | ||
| Q3 25 | $-102.9M | $1.4B | ||
| Q2 25 | $-228.4M | $151.5M | ||
| Q1 25 | $34.5M | $111.4M | ||
| Q4 24 | $-85.8M | $170.5M | ||
| Q3 24 | $-247.9M | $131.1M | ||
| Q2 24 | $-60.2M | $139.8M |
营业利润率BALYBYD
| Q1 26 | — | 16.4% | ||
| Q4 25 | -36.8% | 15.7% | ||
| Q3 25 | 0.1% | 13.9% | ||
| Q2 25 | -0.4% | 23.4% | ||
| Q1 25 | -0.5% | 20.2% | ||
| Q4 24 | -5.6% | 25.1% | ||
| Q3 24 | -25.0% | 22.9% | ||
| Q2 24 | 0.9% | 23.5% |
净利率BALYBYD
| Q1 26 | — | 10.5% | ||
| Q4 25 | -47.3% | 13.2% | ||
| Q3 25 | -15.5% | 143.4% | ||
| Q2 25 | -34.7% | 14.6% | ||
| Q1 25 | 9.4% | 11.2% | ||
| Q4 24 | -14.8% | 16.4% | ||
| Q3 24 | -39.3% | 13.6% | ||
| Q2 24 | -9.7% | 14.5% |
每股收益（稀释后）BALYBYD
| Q1 26 | — | $1.37 | ||
| Q4 25 | $-5.84 | $1.60 | ||
| Q3 25 | $-1.70 | $17.81 | ||
| Q2 25 | $-3.76 | $1.84 | ||
| Q1 25 | $0.57 | $1.31 | ||
| Q4 24 | $-1.76 | $1.89 | ||
| Q3 24 | $-5.10 | $1.43 | ||
| Q2 24 | $-1.24 | $1.47 |
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 | — |
| 总债务越低越好 | $4.5B | — |
| 股东权益账面价值 | $994.7M | — |
| 总资产 | $11.2B | — |
| 负债/权益比越低杠杆越低 | 4.52× | — |
8季度趋势，按日历期对齐
现金及短期投资BALYBYD
| Q1 26 | — | — | ||
| Q4 25 | $798.4M | $353.4M | ||
| Q3 25 | $160.7M | $319.1M | ||
| Q2 25 | $174.6M | $320.1M | ||
| Q1 25 | $209.7M | $311.5M | ||
| Q4 24 | $171.2M | $316.7M | ||
| Q3 24 | $191.0M | $286.3M | ||
| Q2 24 | $154.7M | $280.8M |
总债务BALYBYD
| Q1 26 | — | — | ||
| Q4 25 | $4.5B | — | ||
| Q3 25 | $3.7B | — | ||
| Q2 25 | $3.6B | $3.6B | ||
| Q1 25 | $3.5B | $3.5B | ||
| Q4 24 | $3.3B | $3.2B | ||
| Q3 24 | $3.7B | $3.1B | ||
| Q2 24 | $3.7B | $3.0B |
股东权益BALYBYD
| Q1 26 | — | — | ||
| Q4 25 | $994.7M | $2.6B | ||
| Q3 25 | $521.5M | $2.7B | ||
| Q2 25 | $630.1M | $1.4B | ||
| Q1 25 | $796.5M | $1.3B | ||
| Q4 24 | $30.9M | $1.6B | ||
| Q3 24 | $233.4M | $1.6B | ||
| Q2 24 | $393.1M | $1.7B |
总资产BALYBYD
| Q1 26 | — | — | ||
| Q4 25 | $11.2B | $6.6B | ||
| Q3 25 | $7.6B | $6.5B | ||
| Q2 25 | $7.8B | $6.6B | ||
| Q1 25 | $7.5B | $6.5B | ||
| Q4 24 | $5.9B | $6.4B | ||
| Q3 24 | $6.4B | $6.3B | ||
| Q2 24 | $6.6B | $6.3B |
负债/权益比BALYBYD
| Q1 26 | — | — | ||
| Q4 25 | 4.52× | — | ||
| Q3 25 | 7.17× | — | ||
| Q2 25 | 5.68× | 2.56× | ||
| Q1 25 | 4.33× | 2.61× | ||
| Q4 24 | 107.40× | 2.01× | ||
| Q3 24 | 15.73× | 1.88× | ||
| Q2 24 | 9.34× | 1.73× |
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% |
BYD
| Gaming | $650.5M | 65% |
| Online reimbursements | $135.4M | 14% |
| Food & beverage | $75.8M | 8% |
| Other | $63.5M | 6% |
| Room | $45.9M | 5% |
| Management fee | $26.2M | 3% |
