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BOYD GAMING CORP(BYD)与Capri Holdings Ltd(CPRI)财务数据对比。点击上方公司名可切换其他公司
Capri Holdings Ltd的季度营收约是BOYD GAMING CORP的1.0倍($1.0B vs $997.4M),Capri Holdings Ltd净利率更高(11.3% vs 10.5%,领先0.9%),BOYD GAMING CORP同比增速更快(0.6% vs -18.7%),过去两年BOYD GAMING CORP的营收复合增速更高(1.5% vs -15.2%)
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。
卡普里控股是一家跨国时尚集团,注册于英属维尔京群岛,行政总部位于伦敦,运营办公室设在纽约。品牌由美国设计师迈克尔·高仕于1981年创立,主营服饰、鞋履、手表、手袋及其他配饰产品,截至2015年在全球拥有550余家门店,以及超过1500个店中店专柜。
BYD vs CPRI — 直观对比
营收规模更大
CPRI
是对方的1.0倍
$997.4M
营收增速更快
BYD
高出19.3%
-18.7%
净利率更高
CPRI
高出0.9%
10.5%
两年增速更快
BYD
近两年复合增速
-15.2%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $997.4M | $1.0B |
| 净利润 | $104.3M | $116.0M |
| 毛利率 | — | 60.8% |
| 营业利润率 | 16.4% | 4.5% |
| 净利率 | 10.5% | 11.3% |
| 营收同比 | 0.6% | -18.7% |
| 净利润同比 | -5.9% | 121.2% |
| 每股收益(稀释后) | $1.37 | $0.96 |
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
BYD
CPRI
| Q1 26 | $997.4M | — | ||
| Q4 25 | $1.1B | $1.0B | ||
| Q3 25 | $1.0B | $856.0M | ||
| Q2 25 | $1.0B | $797.0M | ||
| Q1 25 | $991.6M | $1.6B | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $961.2M | $878.0M | ||
| Q2 24 | $967.5M | $848.0M |
净利润
BYD
CPRI
| Q1 26 | $104.3M | — | ||
| Q4 25 | $140.4M | $116.0M | ||
| Q3 25 | $1.4B | $-28.0M | ||
| Q2 25 | $151.5M | $53.0M | ||
| Q1 25 | $111.4M | $-645.0M | ||
| Q4 24 | $170.5M | $-547.0M | ||
| Q3 24 | $131.1M | $24.0M | ||
| Q2 24 | $139.8M | $-14.0M |
毛利率
BYD
CPRI
| Q1 26 | — | — | ||
| Q4 25 | — | 60.8% | ||
| Q3 25 | — | 61.0% | ||
| Q2 25 | — | 63.0% | ||
| Q1 25 | — | 64.9% | ||
| Q4 24 | — | 63.1% | ||
| Q3 24 | — | 62.3% | ||
| Q2 24 | — | 63.1% |
营业利润率
BYD
CPRI
| Q1 26 | 16.4% | — | ||
| Q4 25 | 15.7% | 4.5% | ||
| Q3 25 | 13.9% | -1.4% | ||
| Q2 25 | 23.4% | 2.0% | ||
| Q1 25 | 20.2% | -47.5% | ||
| Q4 24 | 25.1% | 2.4% | ||
| Q3 24 | 22.9% | -0.7% | ||
| Q2 24 | 23.5% | 1.3% |
净利率
BYD
CPRI
| Q1 26 | 10.5% | — | ||
| Q4 25 | 13.2% | 11.3% | ||
| Q3 25 | 143.4% | -3.3% | ||
| Q2 25 | 14.6% | 6.6% | ||
| Q1 25 | 11.2% | -39.1% | ||
| Q4 24 | 16.4% | -51.2% | ||
| Q3 24 | 13.6% | 2.7% | ||
| Q2 24 | 14.5% | -1.7% |
每股收益(稀释后)
BYD
CPRI
| Q1 26 | $1.37 | — | ||
| Q4 25 | $1.60 | $0.96 | ||
| Q3 25 | $17.81 | $-0.22 | ||
| Q2 25 | $1.84 | $0.44 | ||
| Q1 25 | $1.31 | $-5.47 | ||
| Q4 24 | $1.89 | $-4.61 | ||
| Q3 24 | $1.43 | $0.20 | ||
| Q2 24 | $1.47 | $-0.12 |
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 | — | $154.0M |
| 总债务越低越好 | — | $234.0M |
| 股东权益账面价值 | — | $105.0M |
| 总资产 | — | $3.3B |
| 负债/权益比越低杠杆越低 | — | 2.23× |
8季度趋势,按日历期对齐
现金及短期投资
BYD
CPRI
| Q1 26 | — | — | ||
| Q4 25 | $353.4M | $154.0M | ||
| Q3 25 | $319.1M | $120.0M | ||
| Q2 25 | $320.1M | $129.0M | ||
| Q1 25 | $311.5M | $107.0M | ||
| Q4 24 | $316.7M | $356.0M | ||
| Q3 24 | $286.3M | $182.0M | ||
| Q2 24 | $280.8M | $213.0M |
总债务
BYD
CPRI
| Q1 26 | — | — | ||
| Q4 25 | — | $234.0M | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | $3.6B | $1.7B | ||
| Q1 25 | $3.5B | $1.5B | ||
| Q4 24 | $3.2B | $1.5B | ||
| Q3 24 | $3.1B | $1.7B | ||
| Q2 24 | $3.0B | $1.7B |
股东权益
BYD
CPRI
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $105.0M | ||
| Q3 25 | $2.7B | $-74.0M | ||
| Q2 25 | $1.4B | $-17.0M | ||
| Q1 25 | $1.3B | $368.0M | ||
| Q4 24 | $1.6B | $1.1B | ||
| Q3 24 | $1.6B | $1.5B | ||
| Q2 24 | $1.7B | $1.6B |
总资产
BYD
CPRI
| Q1 26 | — | — | ||
| Q4 25 | $6.6B | $3.3B | ||
| Q3 25 | $6.5B | $5.6B | ||
| Q2 25 | $6.6B | $5.5B | ||
| Q1 25 | $6.5B | $5.2B | ||
| Q4 24 | $6.4B | $5.9B | ||
| Q3 24 | $6.3B | $6.8B | ||
| Q2 24 | $6.3B | $6.6B |
负债/权益比
BYD
CPRI
| Q1 26 | — | — | ||
| Q4 25 | — | 2.23× | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.56× | — | ||
| Q1 25 | 2.61× | 4.05× | ||
| Q4 24 | 2.01× | 1.38× | ||
| Q3 24 | 1.88× | 1.15× | ||
| Q2 24 | 1.73× | 1.08× |
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 | — | $202.0M |
| 自由现金流经营现金流 - 资本支出 | — | $183.0M |
| 自由现金流率自由现金流/营收 | — | 17.9% |
| 资本支出强度资本支出/营收 | — | 1.9% |
| 现金转化率经营现金流/净利润 | — | 1.74× |
| 过去12个月自由现金流最近4个季度 | — | $-134.0M |
8季度趋势,按日历期对齐
经营现金流
BYD
CPRI
| Q1 26 | — | — | ||
| Q4 25 | $275.3M | $202.0M | ||
| Q3 25 | $240.0M | $-52.0M | ||
| Q2 25 | $205.0M | $-8.0M | ||
| Q1 25 | $256.4M | $-161.0M | ||
| Q4 24 | $262.1M | $309.0M | ||
| Q3 24 | $231.2M | $50.0M | ||
| Q2 24 | $213.1M | $83.0M |
自由现金流
BYD
CPRI
| Q1 26 | — | — | ||
| Q4 25 | $127.0M | $183.0M | ||
| Q3 25 | $94.4M | $-65.0M | ||
| Q2 25 | $80.6M | $-21.0M | ||
| Q1 25 | $86.5M | $-231.0M | ||
| Q4 24 | $150.9M | $287.0M | ||
| Q3 24 | $146.0M | $30.0M | ||
| Q2 24 | $98.7M | $67.0M |
自由现金流率
BYD
CPRI
| Q1 26 | — | — | ||
| Q4 25 | 12.0% | 17.9% | ||
| Q3 25 | 9.4% | -7.6% | ||
| Q2 25 | 7.8% | -2.6% | ||
| Q1 25 | 8.7% | -14.0% | ||
| Q4 24 | 14.5% | 26.9% | ||
| Q3 24 | 15.2% | 3.4% | ||
| Q2 24 | 10.2% | 7.9% |
资本支出强度
BYD
CPRI
| Q1 26 | — | — | ||
| Q4 25 | 14.0% | 1.9% | ||
| Q3 25 | 14.5% | 1.5% | ||
| Q2 25 | 12.0% | 1.6% | ||
| Q1 25 | 17.1% | 4.2% | ||
| Q4 24 | 10.7% | 2.1% | ||
| Q3 24 | 8.9% | 2.3% | ||
| Q2 24 | 11.8% | 1.9% |
现金转化率
BYD
CPRI
| Q1 26 | — | — | ||
| Q4 25 | 1.96× | 1.74× | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 1.35× | -0.15× | ||
| Q1 25 | 2.30× | — | ||
| Q4 24 | 1.54× | — | ||
| Q3 24 | 1.76× | 2.08× | ||
| 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% |
CPRI
| Michael Kors Segment | $593.0M | 58% |
| Other | $379.0M | 37% |
| Jimmy Choo Segment | $53.0M | 5% |