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Churchill Downs Inc（CHDN）与LifeStance Health Group, Inc.（LFST）财务数据对比。点击上方公司名可切换其他公司
Churchill Downs Inc的季度营收约是LifeStance Health Group, Inc.的1.7倍（$663.0M vs $382.2M），Churchill Downs Inc净利率更高（12.5% vs 3.1%，领先9.5%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 3.1%），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs -13.7%）
丘吉尔唐斯股份有限公司是丘吉尔唐斯赛马场的母公司，起家于美国肯塔基州路易斯维尔的单一赛马场，现已发展为业务覆盖美国多州的上市企业，旗下拥有赛马场、赌场、线上投注平台等多元业务板块。
LifeStance Health Group是美国的门诊行为健康服务提供商，支持线下面诊与远程诊疗两种服务模式，业务涵盖心理咨询、精神科诊疗、经颅磁刺激（TMS）以及氯胺酮治疗等。该公司曾多次因劳动违规、客户信息泄露及误导投资者相关问题遭遇诉讼。
CHDN vs LFST — 直观对比
营收规模更大
CHDN
是对方的1.7倍
$382.2M
营收增速更快
LFST
高出14.3%
3.1%
净利率更高
CHDN
高出9.5%
3.1%
两年增速更快
LFST
近两年复合增速
-13.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $663.0M | $382.2M |
| 净利润 | $83.0M | $11.7M |
| 毛利率 | — | — |
| 营业利润率 | 21.6% | 4.7% |
| 净利率 | 12.5% | 3.1% |
| 营收同比 | 3.1% | 17.4% |
| 净利润同比 | 7.8% | 264.1% |
| 每股收益（稀释后） | $1.16 | — |
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CHDNLFST
| Q1 26 | $663.0M | — | ||
| Q4 25 | $665.9M | $382.2M | ||
| Q3 25 | $683.0M | $363.8M | ||
| Q2 25 | $934.4M | $345.3M | ||
| Q1 25 | $642.6M | $333.0M | ||
| Q4 24 | $624.2M | $325.5M | ||
| Q3 24 | $628.5M | $312.7M | ||
| Q2 24 | $890.7M | $312.3M |
净利润CHDNLFST
| Q1 26 | $83.0M | — | ||
| Q4 25 | $51.3M | $11.7M | ||
| Q3 25 | $38.1M | $1.1M | ||
| Q2 25 | $216.9M | $-3.8M | ||
| Q1 25 | $76.7M | $709.0K | ||
| Q4 24 | $71.7M | $-7.1M | ||
| Q3 24 | $65.4M | $-6.0M | ||
| Q2 24 | $209.3M | $-23.3M |
营业利润率CHDNLFST
| Q1 26 | 21.6% | — | ||
| Q4 25 | 18.5% | 4.7% | ||
| Q3 25 | 14.3% | 2.0% | ||
| Q2 25 | 35.1% | -0.9% | ||
| Q1 25 | 20.9% | 0.5% | ||
| Q4 24 | 20.3% | 0.3% | ||
| Q3 24 | 20.0% | 0.0% | ||
| Q2 24 | 37.0% | -5.1% |
净利率CHDNLFST
| Q1 26 | 12.5% | — | ||
| Q4 25 | 7.7% | 3.1% | ||
| Q3 25 | 5.6% | 0.3% | ||
| Q2 25 | 23.2% | -1.1% | ||
| Q1 25 | 11.9% | 0.2% | ||
| Q4 24 | 11.5% | -2.2% | ||
| Q3 24 | 10.4% | -1.9% | ||
| Q2 24 | 23.5% | -7.5% |
每股收益（稀释后）CHDNLFST
| Q1 26 | $1.16 | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $200.0M | $248.6M |
| 总债务越低越好 | $840.0M | $282.8M |
| 股东权益账面价值 | — | $1.5B |
| 总资产 | $7.5B | $2.2B |
| 负债/权益比越低杠杆越低 | — | 0.19× |
8季度趋势，按日历期对齐
现金及短期投资CHDNLFST
| Q1 26 | $200.0M | — | ||
| Q4 25 | $200.6M | $248.6M | ||
| Q3 25 | $180.5M | $203.9M | ||
| Q2 25 | $182.4M | $188.9M | ||
| Q1 25 | $174.2M | $134.3M | ||
| Q4 24 | $175.5M | $154.6M | ||
| Q3 24 | $152.7M | $102.6M | ||
| Q2 24 | $140.3M | $87.0M |
总债务CHDNLFST
| Q1 26 | $840.0M | — | ||
| Q4 25 | — | $282.8M | ||
| Q3 25 | — | $284.6M | ||
| Q2 25 | — | $286.4M | ||
| Q1 25 | — | $288.2M | ||
| Q4 24 | — | $290.0M | ||
| Q3 24 | — | $287.3M | ||
| Q2 24 | — | $288.0M |
股东权益CHDNLFST
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $1.5B | ||
| Q3 25 | $1.0B | $1.5B | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $1.1B | $1.5B | ||
| Q4 24 | $1.1B | $1.4B | ||
| Q3 24 | $1.1B | $1.4B | ||
| Q2 24 | $1.0B | $1.4B |
总资产CHDNLFST
| Q1 26 | $7.5B | — | ||
| Q4 25 | $7.5B | $2.2B | ||
| Q3 25 | $7.5B | $2.1B | ||
| Q2 25 | $7.4B | $2.1B | ||
| Q1 25 | $7.3B | $2.1B | ||
| Q4 24 | $7.3B | $2.1B | ||
| Q3 24 | $7.2B | $2.1B | ||
| Q2 24 | $7.2B | $2.1B |
负债/权益比CHDNLFST
| Q1 26 | — | — | ||
| Q4 25 | — | 0.19× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | — | 0.20× | ||
| Q4 24 | — | 0.20× | ||
| Q3 24 | — | 0.20× | ||
| Q2 24 | — | 0.20× |
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 | $295.0M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | — | $46.6M |
| 自由现金流率自由现金流/营收 | — | 12.2% |
| 资本支出强度资本支出/营收 | — | 2.9% |
| 现金转化率经营现金流/净利润 | 3.55× | 4.93× |
| 过去12个月自由现金流最近4个季度 | — | $110.0M |
8季度趋势，按日历期对齐
经营现金流CHDNLFST
| Q1 26 | $295.0M | — | ||
| Q4 25 | — | $57.6M | ||
| Q3 25 | $187.7M | $27.3M | ||
| Q2 25 | — | $64.4M | ||
| Q1 25 | $246.5M | $-3.1M | ||
| Q4 24 | — | $62.3M | ||
| Q3 24 | $169.4M | $22.7M | ||
| Q2 24 | — | $44.1M |
自由现金流CHDNLFST
| Q1 26 | — | — | ||
| Q4 25 | — | $46.6M | ||
| Q3 25 | $166.3M | $17.0M | ||
| Q2 25 | — | $56.6M | ||
| Q1 25 | $233.9M | $-10.3M | ||
| Q4 24 | — | $56.0M | ||
| Q3 24 | $154.4M | $17.7M | ||
| Q2 24 | — | $39.0M |
自由现金流率CHDNLFST
| Q1 26 | — | — | ||
| Q4 25 | — | 12.2% | ||
| Q3 25 | 24.3% | 4.7% | ||
| Q2 25 | — | 16.4% | ||
| Q1 25 | 36.4% | -3.1% | ||
| Q4 24 | — | 17.2% | ||
| Q3 24 | 24.6% | 5.7% | ||
| Q2 24 | — | 12.5% |
资本支出强度CHDNLFST
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 2.9% | ||
| Q3 25 | 3.1% | 2.8% | ||
| Q2 25 | 2.0% | 2.2% | ||
| Q1 25 | 2.0% | 2.2% | ||
| Q4 24 | 5.4% | 1.9% | ||
| Q3 24 | 2.4% | 1.6% | ||
| Q2 24 | 2.5% | 1.6% |
现金转化率CHDNLFST
| Q1 26 | 3.55× | — | ||
| Q4 25 | — | 4.93× | ||
| Q3 25 | 4.93× | 25.34× | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.21× | -4.36× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.59× | — | ||
| Q2 24 | — | — |
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
CHDN
| Live and Historical Racing | $297.0M | 45% |
| Gaming | $257.0M | 39% |
| Wagering Services and Solutions | $109.0M | 16% |
LFST
暂无分部数据
