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Bally's Corp(BALY)与Veralto(VLTO)财务数据对比。点击上方公司名可切换其他公司
Veralto的季度营收约是Bally's Corp的1.9倍($1.4B vs $746.2M),Veralto净利率更高(17.9% vs -47.3%,领先65.2%),Bally's Corp同比增速更快(28.6% vs 6.8%),过去两年Bally's Corp的营收复合增速更高(9.8% vs 6.8%)
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。
Veralto是总部位于美国马萨诸塞州沃尔瑟姆的科技企业,核心业务覆盖水分析、水处理、标识喷码、包装及色彩管理相关产品的研发与生产,面向全球多领域客户提供适配的技术产品及配套服务。
BALY vs VLTO — 直观对比
营收规模更大
VLTO
是对方的1.9倍
$746.2M
营收增速更快
BALY
高出21.8%
6.8%
净利率更高
VLTO
高出65.2%
-47.3%
两年增速更快
BALY
近两年复合增速
6.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $746.2M | $1.4B |
| 净利润 | $-353.2M | $254.0M |
| 毛利率 | — | 60.1% |
| 营业利润率 | -36.8% | 23.8% |
| 净利率 | -47.3% | 17.9% |
| 营收同比 | 28.6% | 6.8% |
| 净利润同比 | -311.8% | 12.9% |
| 每股收益(稀释后) | $-5.84 | $1.02 |
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
VLTO
| Q1 26 | — | $1.4B | ||
| Q4 25 | $746.2M | $1.4B | ||
| Q3 25 | $663.7M | $1.4B | ||
| Q2 25 | $657.5M | $1.3B | ||
| Q1 25 | $368.7M | — | ||
| Q4 24 | $580.4M | $1.3B | ||
| Q3 24 | $630.0M | $1.3B | ||
| Q2 24 | $621.7M | $1.3B |
净利润
BALY
VLTO
| Q1 26 | — | $254.0M | ||
| Q4 25 | $-353.2M | $239.0M | ||
| Q3 25 | $-102.9M | $222.0M | ||
| Q2 25 | $-228.4M | $225.0M | ||
| Q1 25 | $34.5M | — | ||
| Q4 24 | $-85.8M | $227.0M | ||
| Q3 24 | $-247.9M | $219.0M | ||
| Q2 24 | $-60.2M | $203.0M |
毛利率
BALY
VLTO
| Q1 26 | — | 60.1% | ||
| Q4 25 | — | 60.1% | ||
| Q3 25 | — | 60.0% | ||
| Q2 25 | — | 60.4% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 59.6% | ||
| Q3 24 | — | 59.6% | ||
| Q2 24 | — | 60.1% |
营业利润率
BALY
VLTO
| Q1 26 | — | 23.8% | ||
| Q4 25 | -36.8% | 23.2% | ||
| Q3 25 | 0.1% | 22.8% | ||
| Q2 25 | -0.4% | 24.2% | ||
| Q1 25 | -0.5% | — | ||
| Q4 24 | -5.6% | 22.9% | ||
| Q3 24 | -25.0% | 23.4% | ||
| Q2 24 | 0.9% | 23.2% |
净利率
BALY
VLTO
| Q1 26 | — | 17.9% | ||
| Q4 25 | -47.3% | 17.0% | ||
| Q3 25 | -15.5% | 16.2% | ||
| Q2 25 | -34.7% | 16.9% | ||
| Q1 25 | 9.4% | — | ||
| Q4 24 | -14.8% | 16.9% | ||
| Q3 24 | -39.3% | 16.7% | ||
| Q2 24 | -9.7% | 15.8% |
每股收益(稀释后)
BALY
VLTO
| Q1 26 | — | $1.02 | ||
| Q4 25 | $-5.84 | $0.95 | ||
| Q3 25 | $-1.70 | $0.89 | ||
| Q2 25 | $-3.76 | $0.90 | ||
| Q1 25 | $0.57 | — | ||
| Q4 24 | $-1.76 | $0.91 | ||
| Q3 24 | $-5.10 | $0.88 | ||
| Q2 24 | $-1.24 | $0.81 |
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
BALY
VLTO
| Q1 26 | — | — | ||
| Q4 25 | $798.4M | $1.8B | ||
| Q3 25 | $160.7M | $1.6B | ||
| Q2 25 | $174.6M | $1.2B | ||
| Q1 25 | $209.7M | — | ||
| Q4 24 | $171.2M | $1.1B | ||
| Q3 24 | $191.0M | $1.3B | ||
| Q2 24 | $154.7M | $1.0B |
总债务
BALY
VLTO
| Q1 26 | — | — | ||
| Q4 25 | $4.5B | $2.7B | ||
| Q3 25 | $3.7B | $2.7B | ||
| Q2 25 | $3.6B | $2.6B | ||
| Q1 25 | $3.5B | — | ||
| Q4 24 | $3.3B | $2.6B | ||
| Q3 24 | $3.7B | $2.6B | ||
| Q2 24 | $3.7B | $2.6B |
股东权益
BALY
VLTO
| Q1 26 | — | — | ||
| Q4 25 | $994.7M | $2.8B | ||
| Q3 25 | $521.5M | $2.7B | ||
| Q2 25 | $630.1M | $2.3B | ||
| Q1 25 | $796.5M | — | ||
| Q4 24 | $30.9M | $2.0B | ||
| Q3 24 | $233.4M | $2.0B | ||
| Q2 24 | $393.1M | $1.7B |
总资产
BALY
VLTO
| Q1 26 | — | — | ||
| Q4 25 | $11.2B | $7.4B | ||
| Q3 25 | $7.6B | $7.2B | ||
| Q2 25 | $7.8B | $6.6B | ||
| Q1 25 | $7.5B | — | ||
| Q4 24 | $5.9B | $6.4B | ||
| Q3 24 | $6.4B | $6.3B | ||
| Q2 24 | $6.6B | $5.9B |
负债/权益比
BALY
VLTO
| Q1 26 | — | — | ||
| Q4 25 | 4.52× | 0.94× | ||
| Q3 25 | 7.17× | 1.01× | ||
| Q2 25 | 5.68× | 1.14× | ||
| Q1 25 | 4.33× | — | ||
| Q4 24 | 107.40× | 1.28× | ||
| Q3 24 | 15.73× | 1.35× | ||
| Q2 24 | 9.34× | 1.57× |
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 | — | $182.0M |
| 自由现金流经营现金流 - 资本支出 | — | $170.0M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 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 | — | 0.72× |
| 过去12个月自由现金流最近4个季度 | — | $893.0M |
8季度趋势,按日历期对齐
经营现金流
BALY
VLTO
| Q1 26 | — | $182.0M | ||
| Q4 25 | — | $270.0M | ||
| Q3 25 | $-88.6M | $339.0M | ||
| Q2 25 | — | $157.0M | ||
| Q1 25 | $42.0M | — | ||
| Q4 24 | $37.8M | $285.0M | ||
| Q3 24 | $36.5M | $224.0M | ||
| Q2 24 | $47.6M | $251.0M |
自由现金流
BALY
VLTO
| Q1 26 | — | $170.0M | ||
| Q4 25 | — | $258.0M | ||
| Q3 25 | $-139.3M | $323.0M | ||
| Q2 25 | — | $142.0M | ||
| Q1 25 | $11.5M | — | ||
| Q4 24 | $-5.9M | $263.0M | ||
| Q3 24 | $-55.8M | $215.0M | ||
| Q2 24 | $11.8M | $240.0M |
自由现金流率
BALY
VLTO
| Q1 26 | — | 12.0% | ||
| Q4 25 | — | 18.4% | ||
| Q3 25 | -21.0% | 23.6% | ||
| Q2 25 | — | 10.7% | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | -1.0% | 19.6% | ||
| Q3 24 | -8.9% | 16.4% | ||
| Q2 24 | 1.9% | 18.6% |
资本支出强度
BALY
VLTO
| Q1 26 | — | 0.8% | ||
| Q4 25 | 5.1% | 0.9% | ||
| Q3 25 | 7.6% | 1.2% | ||
| Q2 25 | 7.4% | 1.1% | ||
| Q1 25 | 8.3% | — | ||
| Q4 24 | 7.5% | 1.6% | ||
| Q3 24 | 14.7% | 0.7% | ||
| Q2 24 | 5.7% | 0.9% |
现金转化率
BALY
VLTO
| Q1 26 | — | 0.72× | ||
| Q4 25 | — | 1.13× | ||
| Q3 25 | — | 1.53× | ||
| Q2 25 | — | 0.70× | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | — | 1.26× | ||
| Q3 24 | — | 1.02× | ||
| Q2 24 | — | 1.24× |
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% |
VLTO
暂无分部数据