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Churchill Downs Inc(CHDN)与Rackspace Technology, Inc.(RXT)财务数据对比。点击上方公司名可切换其他公司
Rackspace Technology, Inc.的季度营收约是Churchill Downs Inc的1.0倍($682.8M vs $663.0M),Churchill Downs Inc净利率更高(12.5% vs -4.8%,领先17.3%),Churchill Downs Inc同比增速更快(3.1% vs -0.4%),过去两年Rackspace Technology, Inc.的营收复合增速更高(-0.6% 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。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业,在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处,数据中心分布于全球多个主要城市,为客户提供专业的云计算相关服务。
CHDN vs RXT — 直观对比
营收规模更大
RXT
是对方的1.0倍
$663.0M
营收增速更快
CHDN
高出3.5%
-0.4%
净利率更高
CHDN
高出17.3%
-4.8%
两年增速更快
RXT
近两年复合增速
-13.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $663.0M | $682.8M |
| 净利润 | $83.0M | $-32.7M |
| 毛利率 | — | 17.6% |
| 营业利润率 | 21.6% | -0.5% |
| 净利率 | 12.5% | -4.8% |
| 营收同比 | 3.1% | -0.4% |
| 净利润同比 | 7.8% | 41.6% |
| 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
CHDN
RXT
| Q1 26 | $663.0M | — | ||
| Q4 25 | $665.9M | $682.8M | ||
| Q3 25 | $683.0M | $671.2M | ||
| Q2 25 | $934.4M | $666.3M | ||
| Q1 25 | $642.6M | $665.4M | ||
| Q4 24 | $624.2M | $685.6M | ||
| Q3 24 | $628.5M | $675.8M | ||
| Q2 24 | $890.7M | $684.9M |
净利润
CHDN
RXT
| Q1 26 | $83.0M | — | ||
| Q4 25 | $51.3M | $-32.7M | ||
| Q3 25 | $38.1M | $-67.1M | ||
| Q2 25 | $216.9M | $-54.5M | ||
| Q1 25 | $76.7M | $-71.5M | ||
| Q4 24 | $71.7M | $-56.0M | ||
| Q3 24 | $65.4M | $-186.6M | ||
| Q2 24 | $209.3M | $25.0M |
毛利率
CHDN
RXT
| Q1 26 | — | — | ||
| Q4 25 | — | 17.6% | ||
| Q3 25 | — | 19.4% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | — | 19.1% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 20.3% | ||
| Q2 24 | — | 19.2% |
营业利润率
CHDN
RXT
| Q1 26 | 21.6% | — | ||
| Q4 25 | 18.5% | -0.5% | ||
| Q3 25 | 14.3% | -5.1% | ||
| Q2 25 | 35.1% | -3.8% | ||
| Q1 25 | 20.9% | -5.8% | ||
| Q4 24 | 20.3% | -4.2% | ||
| Q3 24 | 20.0% | -25.7% | ||
| Q2 24 | 37.0% | -7.9% |
净利率
CHDN
RXT
| Q1 26 | 12.5% | — | ||
| Q4 25 | 7.7% | -4.8% | ||
| Q3 25 | 5.6% | -10.0% | ||
| Q2 25 | 23.2% | -8.2% | ||
| Q1 25 | 11.9% | -10.7% | ||
| Q4 24 | 11.5% | -8.2% | ||
| Q3 24 | 10.4% | -27.6% | ||
| Q2 24 | 23.5% | 3.7% |
每股收益(稀释后)
CHDN
RXT
| Q1 26 | $1.16 | — | ||
| Q4 25 | — | $-0.13 | ||
| Q3 25 | — | $-0.28 | ||
| Q2 25 | — | $-0.23 | ||
| Q1 25 | — | $-0.31 | ||
| Q4 24 | — | $-0.20 | ||
| Q3 24 | — | $-0.82 | ||
| Q2 24 | — | $0.11 |
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 | $105.8M |
| 总债务越低越好 | $840.0M | $2.7B |
| 股东权益账面价值 | — | $-1.2B |
| 总资产 | $7.5B | $2.8B |
| 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
CHDN
RXT
| Q1 26 | $200.0M | — | ||
| Q4 25 | $200.6M | $105.8M | ||
| Q3 25 | $180.5M | $99.5M | ||
| Q2 25 | $182.4M | $103.9M | ||
| Q1 25 | $174.2M | $128.0M | ||
| Q4 24 | $175.5M | $144.0M | ||
| Q3 24 | $152.7M | $157.1M | ||
| Q2 24 | $140.3M | $190.2M |
总债务
CHDN
RXT
| Q1 26 | $840.0M | — | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.9B |
股东权益
CHDN
RXT
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $-1.2B | ||
| Q3 25 | $1.0B | $-1.2B | ||
| Q2 25 | $1.0B | $-1.1B | ||
| Q1 25 | $1.1B | $-1.1B | ||
| Q4 24 | $1.1B | $-1.0B | ||
| Q3 24 | $1.1B | $-949.7M | ||
| Q2 24 | $1.0B | $-756.2M |
总资产
CHDN
RXT
| Q1 26 | $7.5B | — | ||
| Q4 25 | $7.5B | $2.8B | ||
| Q3 25 | $7.5B | $2.8B | ||
| Q2 25 | $7.4B | $2.9B | ||
| Q1 25 | $7.3B | $3.0B | ||
| Q4 24 | $7.3B | $3.1B | ||
| Q3 24 | $7.2B | $3.1B | ||
| Q2 24 | $7.2B | $3.4B |
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 | $59.7M |
| 自由现金流经营现金流 - 资本支出 | — | $56.0M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 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 | — | $90.6M |
8季度趋势,按日历期对齐
经营现金流
CHDN
RXT
| Q1 26 | $295.0M | — | ||
| Q4 25 | — | $59.7M | ||
| Q3 25 | $187.7M | $70.7M | ||
| Q2 25 | — | $8.4M | ||
| Q1 25 | $246.5M | $12.6M | ||
| Q4 24 | — | $54.3M | ||
| Q3 24 | $169.4M | $51.8M | ||
| Q2 24 | — | $24.1M |
自由现金流
CHDN
RXT
| Q1 26 | — | — | ||
| Q4 25 | — | $56.0M | ||
| Q3 25 | $166.3M | $42.7M | ||
| Q2 25 | — | $-12.4M | ||
| Q1 25 | $233.9M | $4.3M | ||
| Q4 24 | — | $34.4M | ||
| Q3 24 | $154.4M | $27.3M | ||
| Q2 24 | — | $-14.5M |
自由现金流率
CHDN
RXT
| Q1 26 | — | — | ||
| Q4 25 | — | 8.2% | ||
| Q3 25 | 24.3% | 6.4% | ||
| Q2 25 | — | -1.9% | ||
| Q1 25 | 36.4% | 0.6% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | 24.6% | 4.0% | ||
| Q2 24 | — | -2.1% |
资本支出强度
CHDN
RXT
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 0.5% | ||
| Q3 25 | 3.1% | 4.2% | ||
| Q2 25 | 2.0% | 3.1% | ||
| Q1 25 | 2.0% | 1.2% | ||
| Q4 24 | 5.4% | 2.9% | ||
| Q3 24 | 2.4% | 3.6% | ||
| Q2 24 | 2.5% | 5.6% |
现金转化率
CHDN
RXT
| Q1 26 | 3.55× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 4.93× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.21× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.59× | — | ||
| Q2 24 | — | 0.96× |
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% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |