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Cinemark Holdings, Inc.(CNK)与美国艺电(EA)财务数据对比。点击上方公司名可切换其他公司
美国艺电的季度营收约是Cinemark Holdings, Inc.的2.4倍($1.9B vs $776.3M)。美国艺电净利率更高(4.6% vs 4.4%,领先0.2%)。美国艺电同比增速更快(1.0% vs -4.7%)。过去两年Cinemark Holdings, Inc.的营收复合增速更高(15.8% vs 3.4%)
Cinemark Holdings, Inc.是1977年成立的美国连锁影院品牌,总部位于得克萨斯州普莱诺,业务覆盖美洲多地。截至2025年3月,其在美国及拉美地区共运营497家影院、5653块银幕,同时是巴西最大的连锁影院,当地市场份额达30%。
美国艺电(EA)是总部位于美国加利福尼亚州雷德伍德城的电子游戏企业,1982年5月由前苹果员工特里普·霍金斯创立。作为早期家用电脑游戏行业的先驱,公司将旗下游戏设计师与程序员称作“软件艺术家”,是全球知名的游戏厂商。
CNK vs EA — 直观对比
营收规模更大
EA
是对方的2.4倍
$776.3M
营收增速更快
EA
高出5.6%
-4.7%
净利率更高
EA
高出0.2%
4.4%
两年增速更快
CNK
近两年复合增速
3.4%
损益表 — Q4 2025 vs Q3 2026
| 指标 | ||
|---|---|---|
| 营收 | $776.3M | $1.9B |
| 净利润 | $34.1M | $88.0M |
| 毛利率 | — | 73.8% |
| 营业利润率 | — | 6.7% |
| 净利率 | 4.4% | 4.6% |
| 营收同比 | -4.7% | 1.0% |
| 净利润同比 | -33.5% | -70.0% |
| 每股收益(稀释后) | $0.33 | $0.35 |
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
CNK
EA
| Q4 25 | $776.3M | $1.9B | ||
| Q3 25 | $857.5M | $1.8B | ||
| Q2 25 | $940.5M | $1.7B | ||
| Q1 25 | $540.7M | $1.9B | ||
| Q4 24 | $814.3M | $1.9B | ||
| Q3 24 | $921.8M | $2.0B | ||
| Q2 24 | $734.2M | $1.7B | ||
| Q1 24 | $579.2M | $1.8B |
净利润
CNK
EA
| Q4 25 | $34.1M | $88.0M | ||
| Q3 25 | $49.5M | $137.0M | ||
| Q2 25 | $93.5M | $201.0M | ||
| Q1 25 | $-38.9M | $254.0M | ||
| Q4 24 | $51.3M | $293.0M | ||
| Q3 24 | $187.8M | $294.0M | ||
| Q2 24 | $45.8M | $280.0M | ||
| Q1 24 | $24.8M | $182.0M |
毛利率
CNK
EA
| Q4 25 | — | 73.8% | ||
| Q3 25 | — | 75.9% | ||
| Q2 25 | — | 83.3% | ||
| Q1 25 | — | 80.6% | ||
| Q4 24 | — | 75.8% | ||
| Q3 24 | — | 77.5% | ||
| Q2 24 | — | 84.2% | ||
| Q1 24 | — | 79.9% |
营业利润率
CNK
EA
| Q4 25 | — | 6.7% | ||
| Q3 25 | — | 10.9% | ||
| Q2 25 | — | 16.2% | ||
| Q1 25 | — | 20.8% | ||
| Q4 24 | — | 20.0% | ||
| Q3 24 | — | 19.0% | ||
| Q2 24 | — | 21.9% | ||
| Q1 24 | — | 13.2% |
净利率
CNK
EA
| Q4 25 | 4.4% | 4.6% | ||
| Q3 25 | 5.8% | 7.4% | ||
| Q2 25 | 9.9% | 12.0% | ||
| Q1 25 | -7.2% | 13.4% | ||
| Q4 24 | 6.3% | 15.6% | ||
| Q3 24 | 20.4% | 14.5% | ||
| Q2 24 | 6.2% | 16.9% | ||
| Q1 24 | 4.3% | 10.2% |
每股收益(稀释后)
CNK
EA
| Q4 25 | $0.33 | $0.35 | ||
| Q3 25 | $0.40 | $0.54 | ||
| Q2 25 | $0.63 | $0.79 | ||
| Q1 25 | $-0.32 | $0.99 | ||
| Q4 24 | $0.36 | $1.11 | ||
| Q3 24 | $1.19 | $1.11 | ||
| Q2 24 | $0.32 | $1.04 | ||
| Q1 24 | $0.19 | $0.67 |
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 | — | $2.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $6.2B |
| 总资产 | — | $13.3B |
| 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
CNK
EA
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.4B | ||
| Q1 24 | — | $2.9B |
股东权益
CNK
EA
| Q4 25 | — | $6.2B | ||
| Q3 25 | — | $6.0B | ||
| Q2 25 | — | $6.1B | ||
| Q1 25 | — | $6.4B | ||
| Q4 24 | — | $7.4B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $7.4B | ||
| Q1 24 | — | $7.5B |
总资产
CNK
EA
| Q4 25 | — | $13.3B | ||
| Q3 25 | — | $11.9B | ||
| Q2 25 | — | $11.7B | ||
| Q1 25 | — | $12.4B | ||
| Q4 24 | — | $13.5B | ||
| Q3 24 | — | $13.1B | ||
| Q2 24 | — | $12.7B | ||
| Q1 24 | — | $13.4B |
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 | — | $1.8B |
| 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 | — | 20.75× |
| 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
CNK
EA
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $130.0M | ||
| Q2 25 | — | $17.0M | ||
| Q1 25 | — | $549.0M | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $234.0M | ||
| Q2 24 | — | $120.0M | ||
| Q1 24 | — | $580.0M |
现金转化率
CNK
EA
| Q4 25 | — | 20.75× | ||
| Q3 25 | — | 0.95× | ||
| Q2 25 | — | 0.08× | ||
| Q1 25 | — | 2.16× | ||
| Q4 24 | — | 4.01× | ||
| Q3 24 | — | 0.80× | ||
| Q2 24 | — | 0.43× | ||
| Q1 24 | — | 3.19× |
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
CNK
| Admissions Revenue | $383.8M | 49% |
| Concessions | $302.4M | 39% |
| Other Revenue | $37.5M | 5% |
| Transferred Over Time | $28.2M | 4% |
| Screen Advertising Screen Rental And Promotional Revenues | $24.4M | 3% |
EA
| Live Services And Other Net Revenue | $1.3B | 67% |
| PC And Other Net Revenue | $465.0M | 24% |
| Packaged Goods Net Revenue | $86.0M | 5% |
| Other | $56.0M | 3% |
| Estimated Service Offering Period | $25.0M | 1% |