vs
Bally's Corp（BALY）与Rackspace Technology, Inc.（RXT）财务数据对比。点击上方公司名可切换其他公司
Bally's Corp的季度营收约是Rackspace Technology, Inc.的1.1倍（$746.2M vs $682.8M），Rackspace Technology, Inc.净利率更高（-4.8% vs -47.3%，领先42.5%），Bally's Corp同比增速更快（28.6% vs -0.4%），过去两年Bally's Corp的营收复合增速更高（9.8% vs -0.6%）
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。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业，在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处，数据中心分布于全球多个主要城市，为客户提供专业的云计算相关服务。
BALY vs RXT — 直观对比
营收规模更大
BALY
是对方的1.1倍
$682.8M
营收增速更快
BALY
高出29.0%
-0.4%
净利率更高
RXT
高出42.5%
-47.3%
两年增速更快
BALY
近两年复合增速
-0.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $746.2M | $682.8M |
| 净利润 | $-353.2M | $-32.7M |
| 毛利率 | — | 17.6% |
| 营业利润率 | -36.8% | -0.5% |
| 净利率 | -47.3% | -4.8% |
| 营收同比 | 28.6% | -0.4% |
| 净利润同比 | -311.8% | 41.6% |
| 每股收益（稀释后） | $-5.84 | $-0.13 |
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BALYRXT
| Q4 25 | $746.2M | $682.8M | ||
| Q3 25 | $663.7M | $671.2M | ||
| Q2 25 | $657.5M | $666.3M | ||
| Q1 25 | $368.7M | $665.4M | ||
| Q4 24 | $580.4M | $685.6M | ||
| Q3 24 | $630.0M | $675.8M | ||
| Q2 24 | $621.7M | $684.9M | ||
| Q1 24 | $618.5M | $690.8M |
净利润BALYRXT
| Q4 25 | $-353.2M | $-32.7M | ||
| Q3 25 | $-102.9M | $-67.1M | ||
| Q2 25 | $-228.4M | $-54.5M | ||
| Q1 25 | $34.5M | $-71.5M | ||
| Q4 24 | $-85.8M | $-56.0M | ||
| Q3 24 | $-247.9M | $-186.6M | ||
| Q2 24 | $-60.2M | $25.0M | ||
| Q1 24 | $-173.9M | $-640.6M |
毛利率BALYRXT
| Q4 25 | — | 17.6% | ||
| Q3 25 | — | 19.4% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | — | 19.1% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 20.3% | ||
| Q2 24 | — | 19.2% | ||
| Q1 24 | — | 19.2% |
营业利润率BALYRXT
| Q4 25 | -36.8% | -0.5% | ||
| Q3 25 | 0.1% | -5.1% | ||
| Q2 25 | -0.4% | -3.8% | ||
| Q1 25 | -0.5% | -5.8% | ||
| Q4 24 | -5.6% | -4.2% | ||
| Q3 24 | -25.0% | -25.7% | ||
| Q2 24 | 0.9% | -7.9% | ||
| Q1 24 | -12.0% | -94.5% |
净利率BALYRXT
| Q4 25 | -47.3% | -4.8% | ||
| Q3 25 | -15.5% | -10.0% | ||
| Q2 25 | -34.7% | -8.2% | ||
| Q1 25 | 9.4% | -10.7% | ||
| Q4 24 | -14.8% | -8.2% | ||
| Q3 24 | -39.3% | -27.6% | ||
| Q2 24 | -9.7% | 3.7% | ||
| Q1 24 | -28.1% | -92.7% |
每股收益（稀释后）BALYRXT
| Q4 25 | $-5.84 | $-0.13 | ||
| Q3 25 | $-1.70 | $-0.28 | ||
| Q2 25 | $-3.76 | $-0.23 | ||
| Q1 25 | $0.57 | $-0.31 | ||
| Q4 24 | $-1.76 | $-0.20 | ||
| Q3 24 | $-5.10 | $-0.82 | ||
| Q2 24 | $-1.24 | $0.11 | ||
| Q1 24 | $-3.61 | $-2.91 |
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 | $798.4M | $105.8M |
| 总债务越低越好 | $4.5B | $2.7B |
| 股东权益账面价值 | $994.7M | $-1.2B |
| 总资产 | $11.2B | $2.8B |
| 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BALYRXT
| Q4 25 | $798.4M | $105.8M | ||
| Q3 25 | $160.7M | $99.5M | ||
| Q2 25 | $174.6M | $103.9M | ||
| Q1 25 | $209.7M | $128.0M | ||
| Q4 24 | $171.2M | $144.0M | ||
| Q3 24 | $191.0M | $157.1M | ||
| Q2 24 | $154.7M | $190.2M | ||
| Q1 24 | $169.4M | $282.6M |
总债务BALYRXT
| Q4 25 | $4.5B | $2.7B | ||
| Q3 25 | $3.7B | $2.8B | ||
| Q2 25 | $3.6B | $2.8B | ||
| Q1 25 | $3.5B | $2.8B | ||
| Q4 24 | $3.3B | $2.8B | ||
| Q3 24 | $3.7B | $2.8B | ||
| Q2 24 | $3.7B | $2.9B | ||
| Q1 24 | $3.7B | $3.0B |
股东权益BALYRXT
| Q4 25 | $994.7M | $-1.2B | ||
| Q3 25 | $521.5M | $-1.2B | ||
| Q2 25 | $630.1M | $-1.1B | ||
| Q1 25 | $796.5M | $-1.1B | ||
| Q4 24 | $30.9M | $-1.0B | ||
| Q3 24 | $233.4M | $-949.7M | ||
| Q2 24 | $393.1M | $-756.2M | ||
| Q1 24 | $449.4M | $-787.2M |
总资产BALYRXT
| Q4 25 | $11.2B | $2.8B | ||
| Q3 25 | $7.6B | $2.8B | ||
| Q2 25 | $7.8B | $2.9B | ||
| Q1 25 | $7.5B | $3.0B | ||
| Q4 24 | $5.9B | $3.1B | ||
| Q3 24 | $6.4B | $3.1B | ||
| Q2 24 | $6.6B | $3.4B | ||
| Q1 24 | $6.6B | $3.5B |
负债/权益比BALYRXT
| Q4 25 | 4.52× | — | ||
| Q3 25 | 7.17× | — | ||
| Q2 25 | 5.68× | — | ||
| Q1 25 | 4.33× | — | ||
| Q4 24 | 107.40× | — | ||
| Q3 24 | 15.73× | — | ||
| Q2 24 | 9.34× | — | ||
| Q1 24 | 8.19× | — |
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 | — | $59.7M |
| 自由现金流经营现金流 - 资本支出 | — | $56.0M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 资本支出强度资本支出/营收 | 5.1% | 0.5% |
| 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 | — | $90.6M |
8季度趋势，按日历期对齐
经营现金流BALYRXT
| Q4 25 | — | $59.7M | ||
| Q3 25 | $-88.6M | $70.7M | ||
| Q2 25 | — | $8.4M | ||
| Q1 25 | $42.0M | $12.6M | ||
| Q4 24 | $37.8M | $54.3M | ||
| Q3 24 | $36.5M | $51.8M | ||
| Q2 24 | $47.6M | $24.1M | ||
| Q1 24 | $-7.9M | $-90.3M |
自由现金流BALYRXT
| Q4 25 | — | $56.0M | ||
| Q3 25 | $-139.3M | $42.7M | ||
| Q2 25 | — | $-12.4M | ||
| Q1 25 | $11.5M | $4.3M | ||
| Q4 24 | $-5.9M | $34.4M | ||
| Q3 24 | $-55.8M | $27.3M | ||
| Q2 24 | $11.8M | $-14.5M | ||
| Q1 24 | $-35.9M | $-118.4M |
自由现金流率BALYRXT
| Q4 25 | — | 8.2% | ||
| Q3 25 | -21.0% | 6.4% | ||
| Q2 25 | — | -1.9% | ||
| Q1 25 | 3.1% | 0.6% | ||
| Q4 24 | -1.0% | 5.0% | ||
| Q3 24 | -8.9% | 4.0% | ||
| Q2 24 | 1.9% | -2.1% | ||
| Q1 24 | -5.8% | -17.1% |
资本支出强度BALYRXT
| Q4 25 | 5.1% | 0.5% | ||
| Q3 25 | 7.6% | 4.2% | ||
| Q2 25 | 7.4% | 3.1% | ||
| Q1 25 | 8.3% | 1.2% | ||
| Q4 24 | 7.5% | 2.9% | ||
| Q3 24 | 14.7% | 3.6% | ||
| Q2 24 | 5.7% | 5.6% | ||
| Q1 24 | 4.5% | 4.1% |
现金转化率BALYRXT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.96× | ||
| 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% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
