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Bally's Corp（BALY）与RXO, Inc.（RXO）财务数据对比。点击上方公司名可切换其他公司
RXO, Inc.的季度营收约是Bally's Corp的2.0倍（$1.5B vs $746.2M），RXO, Inc.净利率更高（-3.1% vs -47.3%，领先44.2%），Bally's Corp同比增速更快（28.6% vs -11.9%），过去两年RXO, Inc.的营收复合增速更高（26.8% vs 9.8%）
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。
RXO是总部位于美国的头部运输及物流解决方案供应商，核心业务覆盖货运经纪、大件商品最后一公里配送、运输管理服务与全链路供应链优化支持，主要服务北美制造业、零售业及电商领域的客户。
BALY vs RXO — 直观对比
营收规模更大
RXO
是对方的2.0倍
$746.2M
营收增速更快
BALY
高出40.5%
-11.9%
净利率更高
RXO
高出44.2%
-47.3%
两年增速更快
RXO
近两年复合增速
9.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $746.2M | $1.5B |
| 净利润 | $-353.2M | $-46.0M |
| 毛利率 | — | — |
| 营业利润率 | -36.8% | -2.9% |
| 净利率 | -47.3% | -3.1% |
| 营收同比 | 28.6% | -11.9% |
| 净利润同比 | -311.8% | -84.0% |
| 每股收益（稀释后） | $-5.84 | $-0.28 |
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BALYRXO
| Q4 25 | $746.2M | $1.5B | ||
| Q3 25 | $663.7M | $1.4B | ||
| Q2 25 | $657.5M | $1.4B | ||
| Q1 25 | $368.7M | $1.4B | ||
| Q4 24 | $580.4M | $1.7B | ||
| Q3 24 | $630.0M | $1.0B | ||
| Q2 24 | $621.7M | $930.0M | ||
| Q1 24 | $618.5M | $913.0M |
净利润BALYRXO
| Q4 25 | $-353.2M | $-46.0M | ||
| Q3 25 | $-102.9M | $-14.0M | ||
| Q2 25 | $-228.4M | $-9.0M | ||
| Q1 25 | $34.5M | $-31.0M | ||
| Q4 24 | $-85.8M | $-25.0M | ||
| Q3 24 | $-247.9M | $-243.0M | ||
| Q2 24 | $-60.2M | $-7.0M | ||
| Q1 24 | $-173.9M | $-15.0M |
营业利润率BALYRXO
| Q4 25 | -36.8% | -2.9% | ||
| Q3 25 | 0.1% | -0.5% | ||
| Q2 25 | -0.4% | — | ||
| Q1 25 | -0.5% | -2.1% | ||
| Q4 24 | -5.6% | -1.4% | ||
| Q3 24 | -25.0% | -1.9% | ||
| Q2 24 | 0.9% | — | ||
| Q1 24 | -12.0% | -1.3% |
净利率BALYRXO
| Q4 25 | -47.3% | -3.1% | ||
| Q3 25 | -15.5% | -1.0% | ||
| Q2 25 | -34.7% | -0.6% | ||
| Q1 25 | 9.4% | -2.2% | ||
| Q4 24 | -14.8% | -1.5% | ||
| Q3 24 | -39.3% | -23.4% | ||
| Q2 24 | -9.7% | -0.8% | ||
| Q1 24 | -28.1% | -1.6% |
每股收益（稀释后）BALYRXO
| Q4 25 | $-5.84 | $-0.28 | ||
| Q3 25 | $-1.70 | $-0.08 | ||
| Q2 25 | $-3.76 | $-0.05 | ||
| Q1 25 | $0.57 | $-0.18 | ||
| Q4 24 | $-1.76 | $-0.17 | ||
| Q3 24 | $-5.10 | $-1.81 | ||
| Q2 24 | $-1.24 | $-0.06 | ||
| Q1 24 | $-3.61 | $-0.13 |
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 | $17.0M |
| 总债务越低越好 | $4.5B | $387.0M |
| 股东权益账面价值 | $994.7M | $1.5B |
| 总资产 | $11.2B | $3.3B |
| 负债/权益比越低杠杆越低 | 4.52× | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资BALYRXO
| Q4 25 | $798.4M | $17.0M | ||
| Q3 25 | $160.7M | $25.0M | ||
| Q2 25 | $174.6M | $18.0M | ||
| Q1 25 | $209.7M | $16.0M | ||
| Q4 24 | $171.2M | $35.0M | ||
| Q3 24 | $191.0M | $55.0M | ||
| Q2 24 | $154.7M | $7.0M | ||
| Q1 24 | $169.4M | $7.0M |
总债务BALYRXO
| Q4 25 | $4.5B | $387.0M | ||
| Q3 25 | $3.7B | $387.0M | ||
| Q2 25 | $3.6B | $387.0M | ||
| Q1 25 | $3.5B | $387.0M | ||
| Q4 24 | $3.3B | $351.0M | ||
| Q3 24 | $3.7B | $352.0M | ||
| Q2 24 | $3.7B | $370.0M | ||
| Q1 24 | $3.7B | $351.0M |
股东权益BALYRXO
| Q4 25 | $994.7M | $1.5B | ||
| Q3 25 | $521.5M | $1.6B | ||
| Q2 25 | $630.1M | $1.6B | ||
| Q1 25 | $796.5M | $1.6B | ||
| Q4 24 | $30.9M | $1.6B | ||
| Q3 24 | $233.4M | $1.7B | ||
| Q2 24 | $393.1M | $579.0M | ||
| Q1 24 | $449.4M | $582.0M |
总资产BALYRXO
| Q4 25 | $11.2B | $3.3B | ||
| Q3 25 | $7.6B | $3.2B | ||
| Q2 25 | $7.8B | $3.2B | ||
| Q1 25 | $7.5B | $3.3B | ||
| Q4 24 | $5.9B | $3.4B | ||
| Q3 24 | $6.4B | $3.4B | ||
| Q2 24 | $6.6B | $1.8B | ||
| Q1 24 | $6.6B | $1.8B |
负债/权益比BALYRXO
| Q4 25 | 4.52× | 0.25× | ||
| Q3 25 | 7.17× | 0.24× | ||
| Q2 25 | 5.68× | 0.24× | ||
| Q1 25 | 4.33× | 0.24× | ||
| Q4 24 | 107.40× | 0.22× | ||
| Q3 24 | 15.73× | 0.21× | ||
| Q2 24 | 9.34× | 0.64× | ||
| Q1 24 | 8.19× | 0.60× |
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 | — | $7.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-9.0M |
| 自由现金流率自由现金流/营收 | — | -0.6% |
| 资本支出强度资本支出/营收 | 5.1% | 1.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-8.0M |
8季度趋势，按日历期对齐
经营现金流BALYRXO
| Q4 25 | — | $7.0M | ||
| Q3 25 | $-88.6M | $23.0M | ||
| Q2 25 | — | $23.0M | ||
| Q1 25 | $42.0M | $-2.0M | ||
| Q4 24 | $37.8M | $-7.0M | ||
| Q3 24 | $36.5M | $-7.0M | ||
| Q2 24 | $47.6M | $-5.0M | ||
| Q1 24 | $-7.9M | $7.0M |
自由现金流BALYRXO
| Q4 25 | — | $-9.0M | ||
| Q3 25 | $-139.3M | $9.0M | ||
| Q2 25 | — | $9.0M | ||
| Q1 25 | $11.5M | $-17.0M | ||
| Q4 24 | $-5.9M | $-19.0M | ||
| Q3 24 | $-55.8M | $-18.0M | ||
| Q2 24 | $11.8M | $-16.0M | ||
| Q1 24 | $-35.9M | $-4.0M |
自由现金流率BALYRXO
| Q4 25 | — | -0.6% | ||
| Q3 25 | -21.0% | 0.6% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | 3.1% | -1.2% | ||
| Q4 24 | -1.0% | -1.1% | ||
| Q3 24 | -8.9% | -1.7% | ||
| Q2 24 | 1.9% | -1.7% | ||
| Q1 24 | -5.8% | -0.4% |
资本支出强度BALYRXO
| Q4 25 | 5.1% | 1.1% | ||
| Q3 25 | 7.6% | 1.0% | ||
| Q2 25 | 7.4% | 1.0% | ||
| Q1 25 | 8.3% | 1.0% | ||
| Q4 24 | 7.5% | 0.7% | ||
| Q3 24 | 14.7% | 1.1% | ||
| Q2 24 | 5.7% | 1.2% | ||
| Q1 24 | 4.5% | 1.2% |
现金转化率BALYRXO
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
