vs
BOYD GAMING CORP(BYD)与Take-Two Interactive(TTWO)财务数据对比。点击上方公司名可切换其他公司
Take-Two Interactive的季度营收约是BOYD GAMING CORP的1.7倍($1.7B vs $997.4M),BOYD GAMING CORP净利率更高(10.5% vs -5.5%,领先15.9%),Take-Two Interactive同比增速更快(24.9% vs 0.6%),过去两年Take-Two Interactive的营收复合增速更高(10.2% 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。
Take-Two Interactive是总部位于美国纽约的电子游戏控股企业,由瑞安·布兰特于1993年9月创立,在全球互动娱乐领域拥有较高影响力,业务覆盖游戏研发、发行与运营等核心环节。
BYD vs TTWO — 直观对比
营收规模更大
TTWO
是对方的1.7倍
$997.4M
营收增速更快
TTWO
高出24.4%
0.6%
净利率更高
BYD
高出15.9%
-5.5%
两年增速更快
TTWO
近两年复合增速
1.5%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $997.4M | $1.7B |
| 净利润 | $104.3M | $-92.9M |
| 毛利率 | — | 55.7% |
| 营业利润率 | 16.4% | -2.3% |
| 净利率 | 10.5% | -5.5% |
| 营收同比 | 0.6% | 24.9% |
| 净利润同比 | -5.9% | 25.8% |
| 每股收益(稀释后) | $1.37 | $-0.50 |
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
TTWO
| Q1 26 | $997.4M | — | ||
| Q4 25 | $1.1B | $1.7B | ||
| Q3 25 | $1.0B | $1.8B | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $991.6M | $1.6B | ||
| Q4 24 | $1.0B | $1.4B | ||
| Q3 24 | $961.2M | $1.4B | ||
| Q2 24 | $967.5M | $1.3B |
净利润
BYD
TTWO
| Q1 26 | $104.3M | — | ||
| Q4 25 | $140.4M | $-92.9M | ||
| Q3 25 | $1.4B | $-133.9M | ||
| Q2 25 | $151.5M | $-11.9M | ||
| Q1 25 | $111.4M | $-3.7B | ||
| Q4 24 | $170.5M | $-125.2M | ||
| Q3 24 | $131.1M | $-365.5M | ||
| Q2 24 | $139.8M | $-262.0M |
毛利率
BYD
TTWO
| Q1 26 | — | — | ||
| Q4 25 | — | 55.7% | ||
| Q3 25 | — | 55.3% | ||
| Q2 25 | — | 62.8% | ||
| Q1 25 | — | 50.8% | ||
| Q4 24 | — | 55.9% | ||
| Q3 24 | — | 53.8% | ||
| Q2 24 | — | 57.6% |
营业利润率
BYD
TTWO
| Q1 26 | 16.4% | — | ||
| Q4 25 | 15.7% | -2.3% | ||
| Q3 25 | 13.9% | -5.5% | ||
| Q2 25 | 23.4% | 1.4% | ||
| Q1 25 | 20.2% | -238.7% | ||
| Q4 24 | 25.1% | -9.7% | ||
| Q3 24 | 22.9% | -22.0% | ||
| Q2 24 | 23.5% | -13.8% |
净利率
BYD
TTWO
| Q1 26 | 10.5% | — | ||
| Q4 25 | 13.2% | -5.5% | ||
| Q3 25 | 143.4% | -7.5% | ||
| Q2 25 | 14.6% | -0.8% | ||
| Q1 25 | 11.2% | -235.5% | ||
| Q4 24 | 16.4% | -9.2% | ||
| Q3 24 | 13.6% | -27.0% | ||
| Q2 24 | 14.5% | -19.6% |
每股收益(稀释后)
BYD
TTWO
| Q1 26 | $1.37 | — | ||
| Q4 25 | $1.60 | $-0.50 | ||
| Q3 25 | $17.81 | $-0.73 | ||
| Q2 25 | $1.84 | $-0.07 | ||
| Q1 25 | $1.31 | $-21.27 | ||
| Q4 24 | $1.89 | $-0.71 | ||
| Q3 24 | $1.43 | $-2.08 | ||
| Q2 24 | $1.47 | $-1.52 |
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 | — | $2.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $3.5B |
| 总资产 | — | $10.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
BYD
TTWO
| Q1 26 | — | — | ||
| Q4 25 | $353.4M | $2.4B | ||
| Q3 25 | $319.1M | $2.1B | ||
| Q2 25 | $320.1M | $2.0B | ||
| Q1 25 | $311.5M | $1.5B | ||
| Q4 24 | $316.7M | $1.2B | ||
| Q3 24 | $286.3M | $879.6M | ||
| Q2 24 | $280.8M | $1.1B |
总债务
BYD
TTWO
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $3.6B | — | ||
| Q1 25 | $3.5B | — | ||
| Q4 24 | $3.2B | — | ||
| Q3 24 | $3.1B | — | ||
| Q2 24 | $3.0B | — |
股东权益
BYD
TTWO
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $3.5B | ||
| Q3 25 | $2.7B | $3.4B | ||
| Q2 25 | $1.4B | $3.5B | ||
| Q1 25 | $1.3B | $2.1B | ||
| Q4 24 | $1.6B | $5.7B | ||
| Q3 24 | $1.6B | $5.8B | ||
| Q2 24 | $1.7B | $6.0B |
总资产
BYD
TTWO
| Q1 26 | — | — | ||
| Q4 25 | $6.6B | $10.0B | ||
| Q3 25 | $6.5B | $10.1B | ||
| Q2 25 | $6.6B | $9.7B | ||
| Q1 25 | $6.5B | $9.2B | ||
| Q4 24 | $6.4B | $12.7B | ||
| Q3 24 | $6.3B | $13.1B | ||
| Q2 24 | $6.3B | $12.9B |
负债/权益比
BYD
TTWO
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.56× | — | ||
| Q1 25 | 2.61× | — | ||
| Q4 24 | 2.01× | — | ||
| Q3 24 | 1.88× | — | ||
| Q2 24 | 1.73× | — |
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 | — | $305.2M |
| 自由现金流经营现金流 - 资本支出 | — | $236.2M |
| 自由现金流率自由现金流/营收 | — | 13.9% |
| 资本支出强度资本支出/营收 | — | 4.1% |
| 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 | — | $487.8M |
8季度趋势,按日历期对齐
经营现金流
BYD
TTWO
| Q1 26 | — | — | ||
| Q4 25 | $275.3M | $305.2M | ||
| Q3 25 | $240.0M | $128.4M | ||
| Q2 25 | $205.0M | $-44.7M | ||
| Q1 25 | $256.4M | $279.0M | ||
| Q4 24 | $262.1M | $-4.8M | ||
| Q3 24 | $231.2M | $-128.4M | ||
| Q2 24 | $213.1M | $-191.0M |
自由现金流
BYD
TTWO
| Q1 26 | — | — | ||
| Q4 25 | $127.0M | $236.2M | ||
| Q3 25 | $94.4M | $96.5M | ||
| Q2 25 | $80.6M | $-69.8M | ||
| Q1 25 | $86.5M | $224.9M | ||
| Q4 24 | $150.9M | $-48.2M | ||
| Q3 24 | $146.0M | $-165.2M | ||
| Q2 24 | $98.7M | $-226.1M |
自由现金流率
BYD
TTWO
| Q1 26 | — | — | ||
| Q4 25 | 12.0% | 13.9% | ||
| Q3 25 | 9.4% | 5.4% | ||
| Q2 25 | 7.8% | -4.6% | ||
| Q1 25 | 8.7% | 14.2% | ||
| Q4 24 | 14.5% | -3.5% | ||
| Q3 24 | 15.2% | -12.2% | ||
| Q2 24 | 10.2% | -16.9% |
资本支出强度
BYD
TTWO
| Q1 26 | — | — | ||
| Q4 25 | 14.0% | 4.1% | ||
| Q3 25 | 14.5% | 1.8% | ||
| Q2 25 | 12.0% | 1.7% | ||
| Q1 25 | 17.1% | 3.4% | ||
| Q4 24 | 10.7% | 3.2% | ||
| Q3 24 | 8.9% | 2.7% | ||
| Q2 24 | 11.8% | 2.6% |
现金转化率
BYD
TTWO
| 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% |
TTWO
暂无分部数据