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Churchill Downs Inc（CHDN）与ROKU, INC（ROKU）财务数据对比。点击上方公司名可切换其他公司
ROKU, INC的季度营收约是Churchill Downs Inc的1.9倍（$1.2B vs $663.0M），Churchill Downs Inc净利率更高（12.5% vs -2.2%，领先14.7%），Churchill Downs Inc同比增速更快（3.1% vs -18.3%），过去两年ROKU, INC的营收复合增速更高（13.6% 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。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
CHDN vs ROKU — 直观对比
营收规模更大
ROKU
是对方的1.9倍
$663.0M
营收增速更快
CHDN
高出21.4%
-18.3%
净利率更高
CHDN
高出14.7%
-2.2%
两年增速更快
ROKU
近两年复合增速
-13.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $663.0M | $1.2B |
| 净利润 | $83.0M | $-27.4M |
| 毛利率 | — | 35.6% |
| 营业利润率 | 21.6% | 59.7% |
| 净利率 | 12.5% | -2.2% |
| 营收同比 | 3.1% | -18.3% |
| 净利润同比 | 7.8% | -361.0% |
| 每股收益（稀释后） | $1.16 | $0.57 |
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CHDNROKU
| Q1 26 | $663.0M | $1.2B | ||
| Q4 25 | $665.9M | $1.4B | ||
| Q3 25 | $683.0M | $1.2B | ||
| Q2 25 | $934.4M | $1.1B | ||
| Q1 25 | $642.6M | $1.0B | ||
| Q4 24 | $624.2M | $1.2B | ||
| Q3 24 | $628.5M | $1.1B | ||
| Q2 24 | $890.7M | $968.2M |
净利润CHDNROKU
| Q1 26 | $83.0M | $-27.4M | ||
| Q4 25 | $51.3M | $80.5M | ||
| Q3 25 | $38.1M | $24.8M | ||
| Q2 25 | $216.9M | $10.5M | ||
| Q1 25 | $76.7M | $-27.4M | ||
| Q4 24 | $71.7M | $-35.5M | ||
| Q3 24 | $65.4M | $-9.0M | ||
| Q2 24 | $209.3M | $-34.0M |
毛利率CHDNROKU
| Q1 26 | — | 35.6% | ||
| Q4 25 | — | 43.5% | ||
| Q3 25 | — | 43.4% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 43.6% | ||
| Q4 24 | — | 42.7% | ||
| Q3 24 | — | 45.2% | ||
| Q2 24 | — | 43.9% |
营业利润率CHDNROKU
| Q1 26 | 21.6% | 59.7% | ||
| Q4 25 | 18.5% | 4.7% | ||
| Q3 25 | 14.3% | 0.8% | ||
| Q2 25 | 35.1% | -2.1% | ||
| Q1 25 | 20.9% | -5.7% | ||
| Q4 24 | 20.3% | -3.3% | ||
| Q3 24 | 20.0% | -3.4% | ||
| Q2 24 | 37.0% | -7.4% |
净利率CHDNROKU
| Q1 26 | 12.5% | -2.2% | ||
| Q4 25 | 7.7% | 5.8% | ||
| Q3 25 | 5.6% | 2.0% | ||
| Q2 25 | 23.2% | 0.9% | ||
| Q1 25 | 11.9% | -2.7% | ||
| Q4 24 | 11.5% | -3.0% | ||
| Q3 24 | 10.4% | -0.9% | ||
| Q2 24 | 23.5% | -3.5% |
每股收益（稀释后）CHDNROKU
| Q1 26 | $1.16 | $0.57 | ||
| Q4 25 | — | $0.55 | ||
| Q3 25 | — | $0.16 | ||
| Q2 25 | — | $0.07 | ||
| Q1 25 | — | $-0.19 | ||
| Q4 24 | — | $-0.24 | ||
| Q3 24 | — | $-0.06 | ||
| Q2 24 | — | $-0.24 |
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 | $2.4B |
| 总债务越低越好 | $840.0M | — |
| 股东权益账面价值 | — | $2.7B |
| 总资产 | $7.5B | $4.4B |
| 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CHDNROKU
| Q1 26 | $200.0M | $2.4B | ||
| Q4 25 | $200.6M | $2.3B | ||
| Q3 25 | $180.5M | $2.3B | ||
| Q2 25 | $182.4M | $2.3B | ||
| Q1 25 | $174.2M | $2.3B | ||
| Q4 24 | $175.5M | $2.2B | ||
| Q3 24 | $152.7M | $2.1B | ||
| Q2 24 | $140.3M | $2.1B |
总债务CHDNROKU
| Q1 26 | $840.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益CHDNROKU
| Q1 26 | — | $2.7B | ||
| Q4 25 | $1.0B | $2.7B | ||
| Q3 25 | $1.0B | $2.6B | ||
| Q2 25 | $1.0B | $2.6B | ||
| Q1 25 | $1.1B | $2.5B | ||
| Q4 24 | $1.1B | $2.5B | ||
| Q3 24 | $1.1B | $2.5B | ||
| Q2 24 | $1.0B | $2.4B |
总资产CHDNROKU
| Q1 26 | $7.5B | $4.4B | ||
| Q4 25 | $7.5B | $4.4B | ||
| Q3 25 | $7.5B | $4.4B | ||
| Q2 25 | $7.4B | $4.3B | ||
| Q1 25 | $7.3B | $4.2B | ||
| Q4 24 | $7.3B | $4.3B | ||
| Q3 24 | $7.2B | $4.3B | ||
| Q2 24 | $7.2B | $4.1B |
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 | $199.1M |
| 自由现金流经营现金流 - 资本支出 | — | $298.4M |
| 自由现金流率自由现金流/营收 | — | 23.9% |
| 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 | — | $640.0M |
8季度趋势，按日历期对齐
经营现金流CHDNROKU
| Q1 26 | $295.0M | $199.1M | ||
| Q4 25 | — | $107.7M | ||
| Q3 25 | $187.7M | $127.6M | ||
| Q2 25 | — | $109.7M | ||
| Q1 25 | $246.5M | $138.7M | ||
| Q4 24 | — | $79.3M | ||
| Q3 24 | $169.4M | $68.7M | ||
| Q2 24 | — | $23.4M |
自由现金流CHDNROKU
| Q1 26 | — | $298.4M | ||
| Q4 25 | — | $106.6M | ||
| Q3 25 | $166.3M | $126.5M | ||
| Q2 25 | — | $108.6M | ||
| Q1 25 | $233.9M | $136.8M | ||
| Q4 24 | — | $76.8M | ||
| Q3 24 | $154.4M | $67.6M | ||
| Q2 24 | — | $22.5M |
自由现金流率CHDNROKU
| Q1 26 | — | 23.9% | ||
| Q4 25 | — | 7.6% | ||
| Q3 25 | 24.3% | 10.4% | ||
| Q2 25 | — | 9.8% | ||
| Q1 25 | 36.4% | 13.4% | ||
| Q4 24 | — | 6.4% | ||
| Q3 24 | 24.6% | 6.4% | ||
| Q2 24 | — | 2.3% |
资本支出强度CHDNROKU
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 0.1% | ||
| Q3 25 | 3.1% | 0.1% | ||
| Q2 25 | 2.0% | 0.1% | ||
| Q1 25 | 2.0% | 0.2% | ||
| Q4 24 | 5.4% | 0.2% | ||
| Q3 24 | 2.4% | 0.1% | ||
| Q2 24 | 2.5% | 0.1% |
现金转化率CHDNROKU
| Q1 26 | 3.55× | — | ||
| Q4 25 | — | 1.34× | ||
| Q3 25 | 4.93× | 5.14× | ||
| Q2 25 | — | 10.45× | ||
| Q1 25 | 3.21× | — | ||
| 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% |
ROKU
| Advertising | $612.7M | 49% |
| Subscriptions | $518.5M | 42% |
| Devices | $117.6M | 9% |
