vs
Churchill Downs Inc（CHDN）与越洋钻探（RIG）财务数据对比。点击上方公司名可切换其他公司
越洋钻探的季度营收约是Churchill Downs Inc的1.6倍（$1.0B vs $663.0M），Churchill Downs Inc净利率更高（12.5% vs 2.4%，领先10.1%），越洋钻探同比增速更快（9.6% vs 3.1%），过去两年越洋钻探的营收复合增速更高（16.9% 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。
越洋钻探（Transocean Ltd.）是按营收计全球规模最大的海上钻探承包商，总部位于瑞士施泰因豪森，起源于美国，目前在加拿大、美国、挪威、英国、印度、巴西、新加坡等20个国家设有办事机构，业务覆盖全球主要海上油气开采区域。
CHDN vs RIG — 直观对比
营收规模更大
RIG
是对方的1.6倍
$663.0M
营收增速更快
RIG
高出6.4%
3.1%
净利率更高
CHDN
高出10.1%
2.4%
两年增速更快
RIG
近两年复合增速
-13.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $663.0M | $1.0B |
| 净利润 | $83.0M | $25.0M |
| 毛利率 | — | 42.0% |
| 营业利润率 | 21.6% | 23.0% |
| 净利率 | 12.5% | 2.4% |
| 营收同比 | 3.1% | 9.6% |
| 净利润同比 | 7.8% | 257.1% |
| 每股收益（稀释后） | $1.16 | $0.13 |
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CHDNRIG
| Q1 26 | $663.0M | — | ||
| Q4 25 | $665.9M | $1.0B | ||
| Q3 25 | $683.0M | $1.0B | ||
| Q2 25 | $934.4M | $988.0M | ||
| Q1 25 | $642.6M | $906.0M | ||
| Q4 24 | $624.2M | $952.0M | ||
| Q3 24 | $628.5M | $948.0M | ||
| Q2 24 | $890.7M | $861.0M |
净利润CHDNRIG
| Q1 26 | $83.0M | — | ||
| Q4 25 | $51.3M | $25.0M | ||
| Q3 25 | $38.1M | $-1.9B | ||
| Q2 25 | $216.9M | $-938.0M | ||
| Q1 25 | $76.7M | $-79.0M | ||
| Q4 24 | $71.7M | $7.0M | ||
| Q3 24 | $65.4M | $-494.0M | ||
| Q2 24 | $209.3M | $-123.0M |
毛利率CHDNRIG
| Q1 26 | — | — | ||
| Q4 25 | — | 42.0% | ||
| Q3 25 | — | 43.2% | ||
| Q2 25 | — | 39.4% | ||
| Q1 25 | — | 31.8% | ||
| Q4 24 | — | 39.2% | ||
| Q3 24 | — | 40.6% | ||
| Q2 24 | — | 38.0% |
营业利润率CHDNRIG
| Q1 26 | 21.6% | — | ||
| Q4 25 | 18.5% | 23.0% | ||
| Q3 25 | 14.3% | -163.1% | ||
| Q2 25 | 35.1% | -97.6% | ||
| Q1 25 | 20.9% | 7.1% | ||
| Q4 24 | 20.3% | 13.7% | ||
| Q3 24 | 20.0% | -51.2% | ||
| Q2 24 | 37.0% | -6.9% |
净利率CHDNRIG
| Q1 26 | 12.5% | — | ||
| Q4 25 | 7.7% | 2.4% | ||
| Q3 25 | 5.6% | -187.1% | ||
| Q2 25 | 23.2% | -94.9% | ||
| Q1 25 | 11.9% | -8.7% | ||
| Q4 24 | 11.5% | 0.7% | ||
| Q3 24 | 10.4% | -52.1% | ||
| Q2 24 | 23.5% | -14.3% |
每股收益（稀释后）CHDNRIG
| Q1 26 | $1.16 | — | ||
| Q4 25 | — | $0.13 | ||
| Q3 25 | — | $-2.00 | ||
| Q2 25 | — | $-1.06 | ||
| Q1 25 | — | $-0.11 | ||
| Q4 24 | — | $-0.14 | ||
| Q3 24 | — | $-0.58 | ||
| Q2 24 | — | $-0.15 |
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 | $620.0M |
| 总债务越低越好 | $840.0M | $5.2B |
| 股东权益账面价值 | — | $8.1B |
| 总资产 | $7.5B | $15.6B |
| 负债/权益比越低杠杆越低 | — | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资CHDNRIG
| Q1 26 | $200.0M | — | ||
| Q4 25 | $200.6M | $620.0M | ||
| Q3 25 | $180.5M | $833.0M | ||
| Q2 25 | $182.4M | $377.0M | ||
| Q1 25 | $174.2M | $263.0M | ||
| Q4 24 | $175.5M | $560.0M | ||
| Q3 24 | $152.7M | $435.0M | ||
| Q2 24 | $140.3M | $475.0M |
总债务CHDNRIG
| Q1 26 | $840.0M | — | ||
| Q4 25 | — | $5.2B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $5.9B | ||
| Q1 25 | — | $5.9B | ||
| Q4 24 | — | $6.2B | ||
| Q3 24 | — | $6.5B | ||
| Q2 24 | — | $6.8B |
股东权益CHDNRIG
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $8.1B | ||
| Q3 25 | $1.0B | $8.1B | ||
| Q2 25 | $1.0B | $9.4B | ||
| Q1 25 | $1.1B | $10.2B | ||
| Q4 24 | $1.1B | $10.3B | ||
| Q3 24 | $1.1B | $10.2B | ||
| Q2 24 | $1.0B | $10.7B |
总资产CHDNRIG
| Q1 26 | $7.5B | — | ||
| Q4 25 | $7.5B | $15.6B | ||
| Q3 25 | $7.5B | $16.2B | ||
| Q2 25 | $7.4B | $17.8B | ||
| Q1 25 | $7.3B | $19.0B | ||
| Q4 24 | $7.3B | $19.4B | ||
| Q3 24 | $7.2B | $19.5B | ||
| Q2 24 | $7.2B | $20.3B |
负债/权益比CHDNRIG
| Q1 26 | — | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.63× |
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 | $349.0M |
| 自由现金流经营现金流 - 资本支出 | — | $321.0M |
| 自由现金流率自由现金流/营收 | — | 30.8% |
| 资本支出强度资本支出/营收 | — | 2.7% |
| 现金转化率经营现金流/净利润 | 3.55× | 13.96× |
| 过去12个月自由现金流最近4个季度 | — | $626.0M |
8季度趋势，按日历期对齐
经营现金流CHDNRIG
| Q1 26 | $295.0M | — | ||
| Q4 25 | — | $349.0M | ||
| Q3 25 | $187.7M | $246.0M | ||
| Q2 25 | — | $128.0M | ||
| Q1 25 | $246.5M | $26.0M | ||
| Q4 24 | — | $206.0M | ||
| Q3 24 | $169.4M | $194.0M | ||
| Q2 24 | — | $133.0M |
自由现金流CHDNRIG
| Q1 26 | — | — | ||
| Q4 25 | — | $321.0M | ||
| Q3 25 | $166.3M | $235.0M | ||
| Q2 25 | — | $104.0M | ||
| Q1 25 | $233.9M | $-34.0M | ||
| Q4 24 | — | $177.0M | ||
| Q3 24 | $154.4M | $136.0M | ||
| Q2 24 | — | $49.0M |
自由现金流率CHDNRIG
| Q1 26 | — | — | ||
| Q4 25 | — | 30.8% | ||
| Q3 25 | 24.3% | 22.9% | ||
| Q2 25 | — | 10.5% | ||
| Q1 25 | 36.4% | -3.8% | ||
| Q4 24 | — | 18.6% | ||
| Q3 24 | 24.6% | 14.3% | ||
| Q2 24 | — | 5.7% |
资本支出强度CHDNRIG
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 2.7% | ||
| Q3 25 | 3.1% | 1.1% | ||
| Q2 25 | 2.0% | 2.4% | ||
| Q1 25 | 2.0% | 6.6% | ||
| Q4 24 | 5.4% | 3.0% | ||
| Q3 24 | 2.4% | 6.1% | ||
| Q2 24 | 2.5% | 9.8% |
现金转化率CHDNRIG
| Q1 26 | 3.55× | — | ||
| Q4 25 | — | 13.96× | ||
| Q3 25 | 4.93× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.21× | — | ||
| Q4 24 | — | 29.43× | ||
| 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% |
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
