vs
Churchill Downs Inc（CHDN）与Rithm Capital Corp.（RITM）财务数据对比。点击上方公司名可切换其他公司
Rithm Capital Corp.的季度营收约是Churchill Downs Inc的1.2倍（$828.2M vs $663.0M），Rithm Capital Corp.净利率更高（13.2% vs 12.5%，领先0.7%），Rithm Capital Corp.同比增速更快（508.5% vs 3.1%），过去两年Churchill Downs Inc的营收复合增速更高（-13.7% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
CHDN vs RITM — 直观对比
营收规模更大
RITM
是对方的1.2倍
$663.0M
营收增速更快
RITM
高出505.4%
3.1%
净利率更高
RITM
高出0.7%
12.5%
两年增速更快
CHDN
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $663.0M | $828.2M |
| 净利润 | $83.0M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | 21.6% | 29.9% |
| 净利率 | 12.5% | 13.2% |
| 营收同比 | 3.1% | 508.5% |
| 净利润同比 | 7.8% | 27.7% |
| 每股收益（稀释后） | $1.16 | $0.12 |
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CHDNRITM
| Q1 26 | $663.0M | $828.2M | ||
| Q4 25 | $665.9M | $1.5B | ||
| Q3 25 | $683.0M | $1.1B | ||
| Q2 25 | $934.4M | $1.2B | ||
| Q1 25 | $642.6M | $768.4M | ||
| Q4 24 | $624.2M | $2.1B | ||
| Q3 24 | $628.5M | $619.5M | ||
| Q2 24 | $890.7M | $1.2B |
净利润CHDNRITM
| Q1 26 | $83.0M | $109.5M | ||
| Q4 25 | $51.3M | $85.0M | ||
| Q3 25 | $38.1M | $221.5M | ||
| Q2 25 | $216.9M | $311.7M | ||
| Q1 25 | $76.7M | $78.8M | ||
| Q4 24 | $71.7M | $290.2M | ||
| Q3 24 | $65.4M | $121.7M | ||
| Q2 24 | $209.3M | $235.6M |
营业利润率CHDNRITM
| Q1 26 | 21.6% | 29.9% | ||
| Q4 25 | 18.5% | 13.8% | ||
| Q3 25 | 14.3% | 21.4% | ||
| Q2 25 | 35.1% | 25.2% | ||
| Q1 25 | 20.9% | 7.4% | ||
| Q4 24 | 20.3% | 23.8% | ||
| Q3 24 | 20.0% | 7.3% | ||
| Q2 24 | 37.0% | 23.6% |
净利率CHDNRITM
| Q1 26 | 12.5% | 13.2% | ||
| Q4 25 | 7.7% | 5.7% | ||
| Q3 25 | 5.6% | 20.0% | ||
| Q2 25 | 23.2% | 25.6% | ||
| Q1 25 | 11.9% | 10.3% | ||
| Q4 24 | 11.5% | 14.0% | ||
| Q3 24 | 10.4% | 19.7% | ||
| Q2 24 | 23.5% | 19.2% |
每股收益（稀释后）CHDNRITM
| Q1 26 | $1.16 | $0.12 | ||
| Q4 25 | — | $0.09 | ||
| Q3 25 | — | $0.35 | ||
| Q2 25 | — | $0.53 | ||
| Q1 25 | — | $0.07 | ||
| Q4 24 | — | $0.50 | ||
| Q3 24 | — | $0.20 | ||
| Q2 24 | — | $0.43 |
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 | — |
| 总债务越低越好 | $840.0M | — |
| 股东权益账面价值 | — | $9.1B |
| 总资产 | $7.5B | $53.4B |
| 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CHDNRITM
| Q1 26 | $200.0M | — | ||
| Q4 25 | $200.6M | $1.8B | ||
| Q3 25 | $180.5M | $1.6B | ||
| Q2 25 | $182.4M | $1.6B | ||
| Q1 25 | $174.2M | $1.5B | ||
| Q4 24 | $175.5M | $1.5B | ||
| Q3 24 | $152.7M | $1.6B | ||
| Q2 24 | $140.3M | $1.2B |
总债务CHDNRITM
| Q1 26 | $840.0M | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益CHDNRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $1.0B | $8.4B | ||
| Q3 25 | $1.0B | $8.5B | ||
| Q2 25 | $1.0B | $7.9B | ||
| Q1 25 | $1.1B | $7.8B | ||
| Q4 24 | $1.1B | $7.8B | ||
| Q3 24 | $1.1B | $7.7B | ||
| Q2 24 | $1.0B | $7.3B |
总资产CHDNRITM
| Q1 26 | $7.5B | $53.4B | ||
| Q4 25 | $7.5B | $53.1B | ||
| Q3 25 | $7.5B | $47.2B | ||
| Q2 25 | $7.4B | $44.3B | ||
| Q1 25 | $7.3B | $45.3B | ||
| Q4 24 | $7.3B | $46.0B | ||
| Q3 24 | $7.2B | $42.3B | ||
| Q2 24 | $7.2B | $42.0B |
负债/权益比CHDNRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 3.55× | — |
| 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CHDNRITM
| Q1 26 | $295.0M | — | ||
| Q4 25 | — | $-114.6M | ||
| Q3 25 | $187.7M | $-2.0B | ||
| Q2 25 | — | $-557.1M | ||
| Q1 25 | $246.5M | $1.4B | ||
| Q4 24 | — | $-1.8B | ||
| Q3 24 | $169.4M | $768.1M | ||
| Q2 24 | — | $-55.7M |
自由现金流CHDNRITM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $166.3M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $233.9M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $154.4M | — | ||
| Q2 24 | — | — |
自由现金流率CHDNRITM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 24.3% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 36.4% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 24.6% | — | ||
| Q2 24 | — | — |
资本支出强度CHDNRITM
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | — | ||
| Q3 25 | 3.1% | — | ||
| Q2 25 | 2.0% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 5.4% | — | ||
| Q3 24 | 2.4% | — | ||
| Q2 24 | 2.5% | — |
现金转化率CHDNRITM
| Q1 26 | 3.55× | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | 4.93× | -9.22× | ||
| Q2 25 | — | -1.79× | ||
| Q1 25 | 3.21× | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | 2.59× | 6.31× | ||
| Q2 24 | — | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
