vs
Churchill Downs Inc（CHDN）与RBC Bearings INC（RBC）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RBC Bearings INC的1.4倍（$663.0M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs 12.5%，领先2.1%），RBC Bearings INC同比增速更快（17.0% vs 3.1%），过去两年RBC Bearings INC的营收复合增速更高（5.6% 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。
该文本实际介绍的并非RBC Bearings，而是美国多佛公司。多佛是一家工业产品综合制造商，1955年成立，总部位于伊利诺伊州当纳斯格罗夫。2021年其业务分为五大板块：工程产品、清洁能源与加注、成像与识别、泵与工艺解决方案、气候与可持续技术，是标普500成分股，在纽约证券交易所上市。
CHDN vs RBC — 直观对比
营收规模更大
CHDN
是对方的1.4倍
$461.6M
营收增速更快
RBC
高出13.9%
3.1%
净利率更高
RBC
高出2.1%
12.5%
两年增速更快
RBC
近两年复合增速
-13.7%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $663.0M | $461.6M |
| 净利润 | $83.0M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | 21.6% | 22.3% |
| 净利率 | 12.5% | 14.6% |
| 营收同比 | 3.1% | 17.0% |
| 净利润同比 | 7.8% | 16.4% |
| 每股收益（稀释后） | $1.16 | $2.13 |
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CHDNRBC
| Q1 26 | $663.0M | — | ||
| Q4 25 | $665.9M | $461.6M | ||
| Q3 25 | $683.0M | $455.3M | ||
| Q2 25 | $934.4M | $436.0M | ||
| Q1 25 | $642.6M | $437.7M | ||
| Q4 24 | $624.2M | $394.4M | ||
| Q3 24 | $628.5M | $397.9M | ||
| Q2 24 | $890.7M | $406.3M |
净利润CHDNRBC
| Q1 26 | $83.0M | — | ||
| Q4 25 | $51.3M | $67.4M | ||
| Q3 25 | $38.1M | $60.0M | ||
| Q2 25 | $216.9M | $68.5M | ||
| Q1 25 | $76.7M | $72.7M | ||
| Q4 24 | $71.7M | $57.9M | ||
| Q3 24 | $65.4M | $54.2M | ||
| Q2 24 | $209.3M | $61.4M |
毛利率CHDNRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 44.3% | ||
| Q3 25 | — | 44.1% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 44.2% | ||
| Q4 24 | — | 44.3% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | — | 45.3% |
营业利润率CHDNRBC
| Q1 26 | 21.6% | — | ||
| Q4 25 | 18.5% | 22.3% | ||
| Q3 25 | 14.3% | 21.5% | ||
| Q2 25 | 35.1% | 23.2% | ||
| Q1 25 | 20.9% | 23.0% | ||
| Q4 24 | 20.3% | 21.7% | ||
| Q3 24 | 20.0% | 21.6% | ||
| Q2 24 | 37.0% | 24.0% |
净利率CHDNRBC
| Q1 26 | 12.5% | — | ||
| Q4 25 | 7.7% | 14.6% | ||
| Q3 25 | 5.6% | 13.2% | ||
| Q2 25 | 23.2% | 15.7% | ||
| Q1 25 | 11.9% | 16.6% | ||
| Q4 24 | 11.5% | 14.7% | ||
| Q3 24 | 10.4% | 13.6% | ||
| Q2 24 | 23.5% | 15.1% |
每股收益（稀释后）CHDNRBC
| Q1 26 | $1.16 | — | ||
| Q4 25 | — | $2.13 | ||
| Q3 25 | — | $1.90 | ||
| Q2 25 | — | $2.17 | ||
| Q1 25 | — | $2.33 | ||
| Q4 24 | — | $1.82 | ||
| Q3 24 | — | $1.65 | ||
| Q2 24 | — | $1.90 |
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 | $107.6M |
| 总债务越低越好 | $840.0M | $990.2M |
| 股东权益账面价值 | — | $3.3B |
| 总资产 | $7.5B | $5.1B |
| 负债/权益比越低杠杆越低 | — | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资CHDNRBC
| Q1 26 | $200.0M | — | ||
| Q4 25 | $200.6M | $107.6M | ||
| Q3 25 | $180.5M | $91.2M | ||
| Q2 25 | $182.4M | $132.9M | ||
| Q1 25 | $174.2M | $36.8M | ||
| Q4 24 | $175.5M | — | ||
| Q3 24 | $152.7M | — | ||
| Q2 24 | $140.3M | $76.8M |
总债务CHDNRBC
| Q1 26 | $840.0M | — | ||
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益CHDNRBC
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $3.3B | ||
| Q3 25 | $1.0B | $3.2B | ||
| Q2 25 | $1.0B | $3.1B | ||
| Q1 25 | $1.1B | $3.0B | ||
| Q4 24 | $1.1B | $2.9B | ||
| Q3 24 | $1.1B | $2.9B | ||
| Q2 24 | $1.0B | $2.8B |
总资产CHDNRBC
| Q1 26 | $7.5B | — | ||
| Q4 25 | $7.5B | $5.1B | ||
| Q3 25 | $7.5B | $5.1B | ||
| Q2 25 | $7.4B | $4.8B | ||
| Q1 25 | $7.3B | $4.7B | ||
| Q4 24 | $7.3B | $4.7B | ||
| Q3 24 | $7.2B | $4.7B | ||
| Q2 24 | $7.2B | $4.7B |
负债/权益比CHDNRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $122.1M |
| 自由现金流经营现金流 - 资本支出 | — | $99.1M |
| 自由现金流率自由现金流/营收 | — | 21.5% |
| 资本支出强度资本支出/营收 | — | 5.0% |
| 现金转化率经营现金流/净利润 | 3.55× | 1.81× |
| 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CHDNRBC
| Q1 26 | $295.0M | — | ||
| Q4 25 | — | $122.1M | ||
| Q3 25 | $187.7M | $88.4M | ||
| Q2 25 | — | $120.0M | ||
| Q1 25 | $246.5M | — | ||
| Q4 24 | — | $84.0M | ||
| Q3 24 | $169.4M | — | ||
| Q2 24 | — | $97.4M |
自由现金流CHDNRBC
| Q1 26 | — | — | ||
| Q4 25 | — | $99.1M | ||
| Q3 25 | $166.3M | $71.7M | ||
| Q2 25 | — | $104.3M | ||
| Q1 25 | $233.9M | — | ||
| Q4 24 | — | $73.6M | ||
| Q3 24 | $154.4M | — | ||
| Q2 24 | — | $88.4M |
自由现金流率CHDNRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 21.5% | ||
| Q3 25 | 24.3% | 15.7% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | 36.4% | — | ||
| Q4 24 | — | 18.7% | ||
| Q3 24 | 24.6% | — | ||
| Q2 24 | — | 21.8% |
资本支出强度CHDNRBC
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 5.0% | ||
| Q3 25 | 3.1% | 3.7% | ||
| Q2 25 | 2.0% | 3.6% | ||
| Q1 25 | 2.0% | 3.2% | ||
| Q4 24 | 5.4% | 2.6% | ||
| Q3 24 | 2.4% | 4.1% | ||
| Q2 24 | 2.5% | 2.2% |
现金转化率CHDNRBC
| Q1 26 | 3.55× | — | ||
| Q4 25 | — | 1.81× | ||
| Q3 25 | 4.93× | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | 3.21× | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | 2.59× | — | ||
| Q2 24 | — | 1.59× |
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% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
