vs
CASEYS GENERAL STORES INC（CASY）与Camping World Holdings, Inc.（CWH）财务数据对比。点击上方公司名可切换其他公司
CASEYS GENERAL STORES INC的季度营收约是Camping World Holdings, Inc.的3.8倍（$4.5B vs $1.2B）。CASEYS GENERAL STORES INC净利率更高（4.6% vs -9.3%，领先13.9%）。CASEYS GENERAL STORES INC同比增速更快（14.2% vs -2.6%）。过去两年CASEYS GENERAL STORES INC的营收复合增速更高（16.3% vs -7.2%）
凯西零售是美国中西部及南部的连锁便利店企业，总部位于爱荷华州得梅因市郊的安克尼。截至2023年10月1日，品牌在16个州共开设2500家门店，是美国第三大、全美资最大的便利店连锁品牌，也是爱荷华州仅有的两家财富500强企业之一，旗下披萨等食品广受消费者欢迎。
露营世界控股公司是美国知名露营房车行业企业，总部位于伊利诺伊州林肯郡，主营休闲房车销售、房车配件供应及售后维保服务，同时也售卖各类露营装备。目前公司在全美共设有202家线下门店，除线下门店经营外，还通过电话等渠道开展零售业务，2016年10月完成首次公开募股上市，募资2.51亿美元。
CASY vs CWH — 直观对比
营收规模更大
CASY
是对方的3.8倍
$1.2B
营收增速更快
CASY
高出16.7%
-2.6%
净利率更高
CASY
高出13.9%
-9.3%
两年增速更快
CASY
近两年复合增速
-7.2%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $1.2B |
| 净利润 | $206.3M | $-109.1M |
| 毛利率 | — | 28.8% |
| 营业利润率 | 6.1% | -4.3% |
| 净利率 | 4.6% | -9.3% |
| 营收同比 | 14.2% | -2.6% |
| 净利润同比 | 14.0% | -83.3% |
| 每股收益（稀释后） | $5.53 | — |
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CASYCWH
| Q4 25 | $4.5B | $1.2B | ||
| Q3 25 | $4.6B | $1.8B | ||
| Q2 25 | $4.0B | $2.0B | ||
| Q1 25 | $3.9B | $1.4B | ||
| Q4 24 | $3.9B | $1.2B | ||
| Q3 24 | $4.1B | $1.7B | ||
| Q2 24 | $3.6B | $1.8B | ||
| Q1 24 | $3.3B | $1.4B |
净利润CASYCWH
| Q4 25 | $206.3M | $-109.1M | ||
| Q3 25 | $215.4M | $-40.4M | ||
| Q2 25 | $98.3M | $30.2M | ||
| Q1 25 | $87.1M | $-12.3M | ||
| Q4 24 | $180.9M | $-59.5M | ||
| Q3 24 | $180.2M | $5.5M | ||
| Q2 24 | $87.0M | $9.8M | ||
| Q1 24 | $86.9M | $-22.3M |
毛利率CASYCWH
| Q4 25 | — | 28.8% | ||
| Q3 25 | — | 28.6% | ||
| Q2 25 | — | 30.0% | ||
| Q1 25 | — | 30.4% | ||
| Q4 24 | — | 31.3% | ||
| Q3 24 | — | 28.9% | ||
| Q2 24 | — | 30.3% | ||
| Q1 24 | — | 29.5% |
营业利润率CASYCWH
| Q4 25 | 6.1% | -4.3% | ||
| Q3 25 | 6.1% | 4.4% | ||
| Q2 25 | — | 6.6% | ||
| Q1 25 | 2.8% | 1.5% | ||
| Q4 24 | 6.1% | -1.3% | ||
| Q3 24 | 5.8% | 3.7% | ||
| Q2 24 | — | 5.3% | ||
| Q1 24 | 3.4% | 0.3% |
净利率CASYCWH
| Q4 25 | 4.6% | -9.3% | ||
| Q3 25 | 4.7% | -2.2% | ||
| Q2 25 | 2.5% | 1.5% | ||
| Q1 25 | 2.2% | -0.9% | ||
| Q4 24 | 4.6% | -4.9% | ||
| Q3 24 | 4.4% | 0.3% | ||
| Q2 24 | 2.4% | 0.5% | ||
| Q1 24 | 2.6% | -1.6% |
每股收益（稀释后）CASYCWH
| Q4 25 | $5.53 | — | ||
| Q3 25 | $5.77 | — | ||
| Q2 25 | $2.63 | — | ||
| Q1 25 | $2.33 | — | ||
| Q4 24 | $4.85 | — | ||
| Q3 24 | $4.83 | — | ||
| Q2 24 | $2.34 | — | ||
| Q1 24 | $2.33 | — |
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 | $492.0M | $215.0M |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $3.8B | $228.6M |
| 总资产 | $8.6B | $5.0B |
| 负债/权益比越低杠杆越低 | — | 6.44× |
8季度趋势，按日历期对齐
现金及短期投资CASYCWH
| Q4 25 | $492.0M | $215.0M | ||
| Q3 25 | $458.1M | $230.5M | ||
| Q2 25 | $326.7M | $118.1M | ||
| Q1 25 | $394.8M | $20.9M | ||
| Q4 24 | $351.7M | $208.4M | ||
| Q3 24 | $305.0M | $28.4M | ||
| Q2 24 | $206.5M | $23.7M | ||
| Q1 24 | $177.9M | $29.7M |
总债务CASYCWH
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | $2.4B | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | $1.6B | $1.5B | ||
| Q1 24 | — | $1.6B |
股东权益CASYCWH
| Q4 25 | $3.8B | $228.6M | ||
| Q3 25 | $3.6B | $296.2M | ||
| Q2 25 | $3.5B | $340.5M | ||
| Q1 25 | $3.4B | $310.5M | ||
| Q4 24 | $3.3B | $326.6M | ||
| Q3 24 | $3.2B | $151.6M | ||
| Q2 24 | $3.0B | $149.7M | ||
| Q1 24 | $2.9B | $142.8M |
总资产CASYCWH
| Q4 25 | $8.6B | $5.0B | ||
| Q3 25 | $8.4B | $5.0B | ||
| Q2 25 | $8.2B | $5.2B | ||
| Q1 25 | $8.2B | $5.1B | ||
| Q4 24 | $7.7B | $4.9B | ||
| Q3 24 | $6.5B | $4.7B | ||
| Q2 24 | $6.3B | $5.0B | ||
| Q1 24 | $6.2B | $5.1B |
负债/权益比CASYCWH
| Q4 25 | — | 6.44× | ||
| Q3 25 | — | 5.00× | ||
| Q2 25 | 0.69× | 4.42× | ||
| Q1 25 | — | 4.87× | ||
| Q4 24 | — | 4.64× | ||
| Q3 24 | — | 10.09× | ||
| Q2 24 | 0.52× | 10.28× | ||
| Q1 24 | — | 11.00× |
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 | $347.1M | $-227.2M |
| 自由现金流经营现金流 - 资本支出 | $176.0M | — |
| 自由现金流率自由现金流/营收 | 3.9% | — |
| 资本支出强度资本支出/营收 | 3.8% | — |
| 现金转化率经营现金流/净利润 | 1.68× | — |
| 过去12个月自由现金流最近4个季度 | $682.2M | — |
8季度趋势，按日历期对齐
经营现金流CASYCWH
| Q4 25 | $347.1M | $-227.2M | ||
| Q3 25 | $372.4M | $139.8M | ||
| Q2 25 | $333.9M | $187.9M | ||
| Q1 25 | $204.9M | $-232.5M | ||
| Q4 24 | $270.7M | $-163.4M | ||
| Q3 24 | $281.4M | $324.2M | ||
| Q2 24 | $288.4M | $152.3M | ||
| Q1 24 | $122.8M | $-68.0M |
自由现金流CASYCWH
| Q4 25 | $176.0M | — | ||
| Q3 25 | $262.4M | — | ||
| Q2 25 | $153.1M | — | ||
| Q1 25 | $90.7M | — | ||
| Q4 24 | $160.0M | — | ||
| Q3 24 | $180.8M | — | ||
| Q2 24 | $92.1M | — | ||
| Q1 24 | $-27.0M | — |
自由现金流率CASYCWH
| Q4 25 | 3.9% | — | ||
| Q3 25 | 5.7% | — | ||
| Q2 25 | 3.8% | — | ||
| Q1 25 | 2.3% | — | ||
| Q4 24 | 4.1% | — | ||
| Q3 24 | 4.4% | — | ||
| Q2 24 | 2.6% | — | ||
| Q1 24 | -0.8% | — |
资本支出强度CASYCWH
| Q4 25 | 3.8% | — | ||
| Q3 25 | 2.4% | — | ||
| Q2 25 | 4.5% | — | ||
| Q1 25 | 2.9% | — | ||
| Q4 24 | 2.8% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 5.5% | — | ||
| Q1 24 | 4.5% | — |
现金转化率CASYCWH
| Q4 25 | 1.68× | — | ||
| Q3 25 | 1.73× | — | ||
| Q2 25 | 3.40× | 6.22× | ||
| Q1 25 | 2.35× | — | ||
| Q4 24 | 1.50× | — | ||
| Q3 24 | 1.56× | 58.93× | ||
| Q2 24 | 3.31× | 15.59× | ||
| Q1 24 | 1.41× | — |
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
CASY
暂无分部数据
CWH
| New Vehicles | $457.8M | 39% |
| Used Vehicles | $386.5M | 33% |
| Products Service And Other | $160.5M | 14% |
| Finance And Insurance Net | $111.4M | 9% |
| Good Sam Services And Plans | $48.0M | 4% |
| Good Sam Club | $10.5M | 1% |
