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Churchill Downs Inc（CHDN）与UiPath, Inc.（PATH）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UiPath, Inc.的1.6倍（$663.0M vs $411.1M），UiPath, Inc.净利率更高（48.4% vs 12.5%，领先35.8%），UiPath, Inc.同比增速更快（15.9% vs 3.1%），过去两年UiPath, Inc.的营收复合增速更高（0.7% 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。
UiPath是一家全球化软件企业，专注于开发人工智能、智能自动化及流程编排类软件，其产品支持用户搭建与调度AI代理，实现复杂业务流程、工作流的自动化运行，助力各行业客户提升运营效率、降低人力成本。
CHDN vs PATH — 直观对比
营收规模更大
CHDN
是对方的1.6倍
$411.1M
营收增速更快
PATH
高出12.8%
3.1%
净利率更高
PATH
高出35.8%
12.5%
两年增速更快
PATH
近两年复合增速
-13.7%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $663.0M | $411.1M |
| 净利润 | $83.0M | $198.8M |
| 毛利率 | — | 83.3% |
| 营业利润率 | 21.6% | 3.2% |
| 净利率 | 12.5% | 48.4% |
| 营收同比 | 3.1% | 15.9% |
| 净利润同比 | 7.8% | 1966.2% |
| 每股收益（稀释后） | $1.16 | $0.37 |
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CHDNPATH
| Q1 26 | $663.0M | — | ||
| Q4 25 | $665.9M | $411.1M | ||
| Q3 25 | $683.0M | $361.7M | ||
| Q2 25 | $934.4M | $356.6M | ||
| Q1 25 | $642.6M | $423.6M | ||
| Q4 24 | $624.2M | $354.7M | ||
| Q3 24 | $628.5M | $316.3M | ||
| Q2 24 | $890.7M | $335.1M |
净利润CHDNPATH
| Q1 26 | $83.0M | — | ||
| Q4 25 | $51.3M | $198.8M | ||
| Q3 25 | $38.1M | $1.6M | ||
| Q2 25 | $216.9M | $-22.6M | ||
| Q1 25 | $76.7M | $51.8M | ||
| Q4 24 | $71.7M | $-10.7M | ||
| Q3 24 | $65.4M | $-86.1M | ||
| Q2 24 | $209.3M | $-28.7M |
毛利率CHDNPATH
| Q1 26 | — | — | ||
| Q4 25 | — | 83.3% | ||
| Q3 25 | — | 82.2% | ||
| Q2 25 | — | 82.1% | ||
| Q1 25 | — | 84.8% | ||
| Q4 24 | — | 82.0% | ||
| Q3 24 | — | 80.0% | ||
| Q2 24 | — | 83.5% |
营业利润率CHDNPATH
| Q1 26 | 21.6% | — | ||
| Q4 25 | 18.5% | 3.2% | ||
| Q3 25 | 14.3% | -5.6% | ||
| Q2 25 | 35.1% | -4.6% | ||
| Q1 25 | 20.9% | 7.9% | ||
| Q4 24 | 20.3% | -12.2% | ||
| Q3 24 | 20.0% | -32.7% | ||
| Q2 24 | 37.0% | -14.8% |
净利率CHDNPATH
| Q1 26 | 12.5% | — | ||
| Q4 25 | 7.7% | 48.4% | ||
| Q3 25 | 5.6% | 0.4% | ||
| Q2 25 | 23.2% | -6.3% | ||
| Q1 25 | 11.9% | 12.2% | ||
| Q4 24 | 11.5% | -3.0% | ||
| Q3 24 | 10.4% | -27.2% | ||
| Q2 24 | 23.5% | -8.6% |
每股收益（稀释后）CHDNPATH
| Q1 26 | $1.16 | — | ||
| Q4 25 | — | $0.37 | ||
| Q3 25 | — | $0.00 | ||
| Q2 25 | — | $-0.04 | ||
| Q1 25 | — | $0.09 | ||
| Q4 24 | — | $-0.02 | ||
| Q3 24 | — | $-0.15 | ||
| Q2 24 | — | $-0.05 |
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 | $1.4B |
| 总债务越低越好 | $840.0M | — |
| 股东权益账面价值 | — | $1.9B |
| 总资产 | $7.5B | $2.9B |
| 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CHDNPATH
| Q1 26 | $200.0M | — | ||
| Q4 25 | $200.6M | $1.4B | ||
| Q3 25 | $180.5M | $1.4B | ||
| Q2 25 | $182.4M | $1.6B | ||
| Q1 25 | $174.2M | $1.6B | ||
| Q4 24 | $175.5M | $1.6B | ||
| Q3 24 | $152.7M | $1.7B | ||
| Q2 24 | $140.3M | $1.9B |
总债务CHDNPATH
| Q1 26 | $840.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益CHDNPATH
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $1.9B | ||
| Q3 25 | $1.0B | $1.7B | ||
| Q2 25 | $1.0B | $1.7B | ||
| Q1 25 | $1.1B | $1.8B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.0B | $2.0B |
总资产CHDNPATH
| Q1 26 | $7.5B | — | ||
| Q4 25 | $7.5B | $2.9B | ||
| Q3 25 | $7.5B | $2.6B | ||
| Q2 25 | $7.4B | $2.6B | ||
| Q1 25 | $7.3B | $2.9B | ||
| Q4 24 | $7.3B | $2.7B | ||
| Q3 24 | $7.2B | $2.7B | ||
| Q2 24 | $7.2B | $2.8B |
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 | $28.3M |
| 自由现金流经营现金流 - 资本支出 | — | $25.1M |
| 自由现金流率自由现金流/营收 | — | 6.1% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | 3.55× | 0.14× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流CHDNPATH
| Q1 26 | $295.0M | — | ||
| Q4 25 | — | $28.3M | ||
| Q3 25 | $187.7M | $41.6M | ||
| Q2 25 | — | $119.0M | ||
| Q1 25 | $246.5M | $146.1M | ||
| Q4 24 | — | $28.1M | ||
| Q3 24 | $169.4M | $46.4M | ||
| Q2 24 | — | $100.0M |
自由现金流CHDNPATH
| Q1 26 | — | — | ||
| Q4 25 | — | $25.1M | ||
| Q3 25 | $166.3M | — | ||
| Q2 25 | — | $106.2M | ||
| Q1 25 | $233.9M | $138.7M | ||
| Q4 24 | — | $23.2M | ||
| Q3 24 | $154.4M | $45.0M | ||
| Q2 24 | — | $98.8M |
自由现金流率CHDNPATH
| Q1 26 | — | — | ||
| Q4 25 | — | 6.1% | ||
| Q3 25 | 24.3% | — | ||
| Q2 25 | — | 29.8% | ||
| Q1 25 | 36.4% | 32.7% | ||
| Q4 24 | — | 6.5% | ||
| Q3 24 | 24.6% | 14.2% | ||
| Q2 24 | — | 29.5% |
资本支出强度CHDNPATH
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 0.8% | ||
| Q3 25 | 3.1% | 0.0% | ||
| Q2 25 | 2.0% | 3.6% | ||
| Q1 25 | 2.0% | 1.7% | ||
| Q4 24 | 5.4% | 1.4% | ||
| Q3 24 | 2.4% | 0.4% | ||
| Q2 24 | 2.5% | 0.4% |
现金转化率CHDNPATH
| Q1 26 | 3.55× | — | ||
| Q4 25 | — | 0.14× | ||
| Q3 25 | 4.93× | 26.25× | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.21× | 2.82× | ||
| 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% |
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
