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BOYD GAMING CORP(BYD)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BOYD GAMING CORP的1.5倍($1.5B vs $997.4M),BOYD GAMING CORP净利率更高(10.5% vs -3.1%,领先13.6%),BOYD GAMING CORP同比增速更快(0.6% vs -11.9%),过去两年RXO, Inc.的营收复合增速更高(26.8% vs 1.5%)
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。
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。
BYD vs RXO — 直观对比
营收规模更大
RXO
是对方的1.5倍
$997.4M
营收增速更快
BYD
高出12.5%
-11.9%
净利率更高
BYD
高出13.6%
-3.1%
两年增速更快
RXO
近两年复合增速
1.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $997.4M | $1.5B |
| 净利润 | $104.3M | $-46.0M |
| 毛利率 | — | — |
| 营业利润率 | 16.4% | -2.9% |
| 净利率 | 10.5% | -3.1% |
| 营收同比 | 0.6% | -11.9% |
| 净利润同比 | -5.9% | -84.0% |
| 每股收益(稀释后) | $1.37 | $-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
BYD
RXO
| Q1 26 | $997.4M | — | ||
| Q4 25 | $1.1B | $1.5B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $991.6M | $1.4B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $961.2M | $1.0B | ||
| Q2 24 | $967.5M | $930.0M |
净利润
BYD
RXO
| Q1 26 | $104.3M | — | ||
| Q4 25 | $140.4M | $-46.0M | ||
| Q3 25 | $1.4B | $-14.0M | ||
| Q2 25 | $151.5M | $-9.0M | ||
| Q1 25 | $111.4M | $-31.0M | ||
| Q4 24 | $170.5M | $-25.0M | ||
| Q3 24 | $131.1M | $-243.0M | ||
| Q2 24 | $139.8M | $-7.0M |
营业利润率
BYD
RXO
| Q1 26 | 16.4% | — | ||
| Q4 25 | 15.7% | -2.9% | ||
| Q3 25 | 13.9% | -0.5% | ||
| Q2 25 | 23.4% | — | ||
| Q1 25 | 20.2% | -2.1% | ||
| Q4 24 | 25.1% | -1.4% | ||
| Q3 24 | 22.9% | -1.9% | ||
| Q2 24 | 23.5% | — |
净利率
BYD
RXO
| Q1 26 | 10.5% | — | ||
| Q4 25 | 13.2% | -3.1% | ||
| Q3 25 | 143.4% | -1.0% | ||
| Q2 25 | 14.6% | -0.6% | ||
| Q1 25 | 11.2% | -2.2% | ||
| Q4 24 | 16.4% | -1.5% | ||
| Q3 24 | 13.6% | -23.4% | ||
| Q2 24 | 14.5% | -0.8% |
每股收益(稀释后)
BYD
RXO
| Q1 26 | $1.37 | — | ||
| Q4 25 | $1.60 | $-0.28 | ||
| Q3 25 | $17.81 | $-0.08 | ||
| Q2 25 | $1.84 | $-0.05 | ||
| Q1 25 | $1.31 | $-0.18 | ||
| Q4 24 | $1.89 | $-0.17 | ||
| Q3 24 | $1.43 | $-1.81 | ||
| Q2 24 | $1.47 | $-0.06 |
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 | — | $17.0M |
| 总债务越低越好 | — | $387.0M |
| 股东权益账面价值 | — | $1.5B |
| 总资产 | — | $3.3B |
| 负债/权益比越低杠杆越低 | — | 0.25× |
8季度趋势,按日历期对齐
现金及短期投资
BYD
RXO
| Q1 26 | — | — | ||
| Q4 25 | $353.4M | $17.0M | ||
| Q3 25 | $319.1M | $25.0M | ||
| Q2 25 | $320.1M | $18.0M | ||
| Q1 25 | $311.5M | $16.0M | ||
| Q4 24 | $316.7M | $35.0M | ||
| Q3 24 | $286.3M | $55.0M | ||
| Q2 24 | $280.8M | $7.0M |
总债务
BYD
RXO
| Q1 26 | — | — | ||
| Q4 25 | — | $387.0M | ||
| Q3 25 | — | $387.0M | ||
| Q2 25 | $3.6B | $387.0M | ||
| Q1 25 | $3.5B | $387.0M | ||
| Q4 24 | $3.2B | $351.0M | ||
| Q3 24 | $3.1B | $352.0M | ||
| Q2 24 | $3.0B | $370.0M |
股东权益
BYD
RXO
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $1.5B | ||
| Q3 25 | $2.7B | $1.6B | ||
| Q2 25 | $1.4B | $1.6B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.6B | $1.6B | ||
| Q3 24 | $1.6B | $1.7B | ||
| Q2 24 | $1.7B | $579.0M |
总资产
BYD
RXO
| Q1 26 | — | — | ||
| Q4 25 | $6.6B | $3.3B | ||
| Q3 25 | $6.5B | $3.2B | ||
| Q2 25 | $6.6B | $3.2B | ||
| Q1 25 | $6.5B | $3.3B | ||
| Q4 24 | $6.4B | $3.4B | ||
| Q3 24 | $6.3B | $3.4B | ||
| Q2 24 | $6.3B | $1.8B |
负债/权益比
BYD
RXO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | 2.56× | 0.24× | ||
| Q1 25 | 2.61× | 0.24× | ||
| Q4 24 | 2.01× | 0.22× | ||
| Q3 24 | 1.88× | 0.21× | ||
| Q2 24 | 1.73× | 0.64× |
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 | — | 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
BYD
RXO
| Q1 26 | — | — | ||
| Q4 25 | $275.3M | $7.0M | ||
| Q3 25 | $240.0M | $23.0M | ||
| Q2 25 | $205.0M | $23.0M | ||
| Q1 25 | $256.4M | $-2.0M | ||
| Q4 24 | $262.1M | $-7.0M | ||
| Q3 24 | $231.2M | $-7.0M | ||
| Q2 24 | $213.1M | $-5.0M |
自由现金流
BYD
RXO
| Q1 26 | — | — | ||
| Q4 25 | $127.0M | $-9.0M | ||
| Q3 25 | $94.4M | $9.0M | ||
| Q2 25 | $80.6M | $9.0M | ||
| Q1 25 | $86.5M | $-17.0M | ||
| Q4 24 | $150.9M | $-19.0M | ||
| Q3 24 | $146.0M | $-18.0M | ||
| Q2 24 | $98.7M | $-16.0M |
自由现金流率
BYD
RXO
| Q1 26 | — | — | ||
| Q4 25 | 12.0% | -0.6% | ||
| Q3 25 | 9.4% | 0.6% | ||
| Q2 25 | 7.8% | 0.6% | ||
| Q1 25 | 8.7% | -1.2% | ||
| Q4 24 | 14.5% | -1.1% | ||
| Q3 24 | 15.2% | -1.7% | ||
| Q2 24 | 10.2% | -1.7% |
资本支出强度
BYD
RXO
| Q1 26 | — | — | ||
| Q4 25 | 14.0% | 1.1% | ||
| Q3 25 | 14.5% | 1.0% | ||
| Q2 25 | 12.0% | 1.0% | ||
| Q1 25 | 17.1% | 1.0% | ||
| Q4 24 | 10.7% | 0.7% | ||
| Q3 24 | 8.9% | 1.1% | ||
| Q2 24 | 11.8% | 1.2% |
现金转化率
BYD
RXO
| Q1 26 | — | — | ||
| Q4 25 | 1.96× | — | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 1.35× | — | ||
| Q1 25 | 2.30× | — | ||
| Q4 24 | 1.54× | — | ||
| Q3 24 | 1.76× | — | ||
| 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% |
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% |