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BOYD GAMING CORP（BYD）与Concentra Group Holdings Parent, Inc.（CON）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Concentra Group Holdings Parent, Inc.的1.8倍（$997.4M vs $569.6M），BOYD GAMING CORP净利率更高（10.5% vs 9.2%，领先1.3%），Concentra Group Holdings Parent, Inc.同比增速更快（13.7% vs 0.6%）
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。
Concentra是美国的职业医疗服务商，1979年成立于得克萨斯州阿马里洛，总部位于得克萨斯州艾迪生。业务覆盖美国47个州，运营627家职业医疗中心和410个雇主驻地现场诊所，美国每7起职业伤害案例中就有1起由该机构提供诊疗服务。
BYD vs CON — 直观对比
营收规模更大
BYD
是对方的1.8倍
$569.6M
营收增速更快
CON
高出13.2%
0.6%
净利率更高
BYD
高出1.3%
9.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $997.4M | $569.6M |
| 净利润 | $104.3M | $52.3M |
| 毛利率 | — | — |
| 营业利润率 | 16.4% | 16.8% |
| 净利率 | 10.5% | 9.2% |
| 营收同比 | 0.6% | 13.7% |
| 净利润同比 | -5.9% | 28.7% |
| 每股收益（稀释后） | $1.37 | $0.39 |
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BYDCON
| Q1 26 | $997.4M | $569.6M | ||
| Q4 25 | $1.1B | $539.1M | ||
| Q3 25 | $1.0B | $572.8M | ||
| Q2 25 | $1.0B | $550.8M | ||
| Q1 25 | $991.6M | $500.8M | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $961.2M | $489.6M | ||
| Q2 24 | $967.5M | $477.9M |
净利润BYDCON
| Q1 26 | $104.3M | $52.3M | ||
| Q4 25 | $140.4M | $34.7M | ||
| Q3 25 | $1.4B | $48.3M | ||
| Q2 25 | $151.5M | $44.6M | ||
| Q1 25 | $111.4M | $38.9M | ||
| Q4 24 | $170.5M | — | ||
| Q3 24 | $131.1M | $44.3M | ||
| Q2 24 | $139.8M | $51.7M |
营业利润率BYDCON
| Q1 26 | 16.4% | 16.8% | ||
| Q4 25 | 15.7% | 12.9% | ||
| Q3 25 | 13.9% | 16.5% | ||
| Q2 25 | 23.4% | 16.3% | ||
| Q1 25 | 20.2% | 16.0% | ||
| Q4 24 | 25.1% | — | ||
| Q3 24 | 22.9% | 17.6% | ||
| Q2 24 | 23.5% | 17.6% |
净利率BYDCON
| Q1 26 | 10.5% | 9.2% | ||
| Q4 25 | 13.2% | 6.4% | ||
| Q3 25 | 143.4% | 8.4% | ||
| Q2 25 | 14.6% | 8.1% | ||
| Q1 25 | 11.2% | 7.8% | ||
| Q4 24 | 16.4% | — | ||
| Q3 24 | 13.6% | 9.1% | ||
| Q2 24 | 14.5% | 10.8% |
每股收益（稀释后）BYDCON
| Q1 26 | $1.37 | $0.39 | ||
| Q4 25 | $1.60 | $0.27 | ||
| Q3 25 | $17.81 | $0.38 | ||
| Q2 25 | $1.84 | $0.35 | ||
| Q1 25 | $1.31 | $0.30 | ||
| Q4 24 | $1.89 | — | ||
| Q3 24 | $1.43 | $0.37 | ||
| Q2 24 | $1.47 | $0.50 |
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 | — | — |
| 总债务越低越好 | — | $1.6B |
| 股东权益账面价值 | — | $424.7M |
| 总资产 | — | $2.9B |
| 负债/权益比越低杠杆越低 | — | 3.68× |
8季度趋势，按日历期对齐
现金及短期投资BYDCON
| Q1 26 | — | — | ||
| Q4 25 | $353.4M | $79.9M | ||
| Q3 25 | $319.1M | $49.9M | ||
| Q2 25 | $320.1M | $73.9M | ||
| Q1 25 | $311.5M | $52.1M | ||
| Q4 24 | $316.7M | — | ||
| Q3 24 | $286.3M | $136.8M | ||
| Q2 24 | $280.8M | $50.7M |
总债务BYDCON
| Q1 26 | — | $1.6B | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | $3.6B | $1.7B | ||
| Q1 25 | $3.5B | $1.6B | ||
| Q4 24 | $3.2B | — | ||
| Q3 24 | $3.1B | $1.5B | ||
| Q2 24 | $3.0B | $3.0M |
股东权益BYDCON
| Q1 26 | — | $424.7M | ||
| Q4 25 | $2.6B | $393.3M | ||
| Q3 25 | $2.7B | $385.5M | ||
| Q2 25 | $1.4B | $342.6M | ||
| Q1 25 | $1.3B | $307.1M | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.6B | $277.8M | ||
| Q2 24 | $1.7B | $1.2B |
总资产BYDCON
| Q1 26 | — | $2.9B | ||
| Q4 25 | $6.6B | $2.9B | ||
| Q3 25 | $6.5B | $2.8B | ||
| Q2 25 | $6.6B | $2.8B | ||
| Q1 25 | $6.5B | $2.7B | ||
| Q4 24 | $6.4B | — | ||
| Q3 24 | $6.3B | $2.5B | ||
| Q2 24 | $6.3B | $2.4B |
负债/权益比BYDCON
| Q1 26 | — | 3.68× | ||
| Q4 25 | — | 3.98× | ||
| Q3 25 | — | 4.15× | ||
| Q2 25 | 2.56× | 4.82× | ||
| Q1 25 | 2.61× | 5.27× | ||
| Q4 24 | 2.01× | — | ||
| Q3 24 | 1.88× | 5.30× | ||
| Q2 24 | 1.73× | 0.00× |
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 | — | $21.0M |
| 自由现金流经营现金流 - 资本支出 | — | $9.9M |
| 自由现金流率自由现金流/营收 | — | 1.7% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 0.40× |
| 过去12个月自由现金流最近4个季度 | — | $211.0M |
8季度趋势，按日历期对齐
经营现金流BYDCON
| Q1 26 | — | $21.0M | ||
| Q4 25 | $275.3M | $118.7M | ||
| Q3 25 | $240.0M | $60.6M | ||
| Q2 25 | $205.0M | $88.4M | ||
| Q1 25 | $256.4M | $11.7M | ||
| Q4 24 | $262.1M | — | ||
| Q3 24 | $231.2M | $65.9M | ||
| Q2 24 | $213.1M | — |
自由现金流BYDCON
| Q1 26 | — | $9.9M | ||
| Q4 25 | $127.0M | $98.5M | ||
| Q3 25 | $94.4M | $39.4M | ||
| Q2 25 | $80.6M | $63.2M | ||
| Q1 25 | $86.5M | $-4.0M | ||
| Q4 24 | $150.9M | — | ||
| Q3 24 | $146.0M | $50.8M | ||
| Q2 24 | $98.7M | — |
自由现金流率BYDCON
| Q1 26 | — | 1.7% | ||
| Q4 25 | 12.0% | 18.3% | ||
| Q3 25 | 9.4% | 6.9% | ||
| Q2 25 | 7.8% | 11.5% | ||
| Q1 25 | 8.7% | -0.8% | ||
| Q4 24 | 14.5% | — | ||
| Q3 24 | 15.2% | 10.4% | ||
| Q2 24 | 10.2% | — |
资本支出强度BYDCON
| Q1 26 | — | — | ||
| Q4 25 | 14.0% | 3.7% | ||
| Q3 25 | 14.5% | 3.7% | ||
| Q2 25 | 12.0% | 4.6% | ||
| Q1 25 | 17.1% | 3.1% | ||
| Q4 24 | 10.7% | — | ||
| Q3 24 | 8.9% | 3.1% | ||
| Q2 24 | 11.8% | — |
现金转化率BYDCON
| Q1 26 | — | 0.40× | ||
| Q4 25 | 1.96× | 3.42× | ||
| Q3 25 | 0.17× | 1.26× | ||
| Q2 25 | 1.35× | 1.98× | ||
| Q1 25 | 2.30× | 0.30× | ||
| Q4 24 | 1.54× | — | ||
| Q3 24 | 1.76× | 1.49× | ||
| Q2 24 | 1.52× | — |
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
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% |
CON
| Workers' compensation | $337.7M | 59% |
| Employer services | $172.4M | 30% |
| Onsite health clinics | $37.2M | 7% |
| Other | $14.5M | 3% |
| Consumer health | $7.8M | 1% |
