vs
Cinemark Holdings, Inc.(CNK)与NOVA LTD.(NVMI)财务数据对比。点击上方公司名可切换其他公司
Cinemark Holdings, Inc.的季度营收约是NOVA LTD.的1.8倍($776.3M vs $433.3M),NOVA LTD.净利率更高(30.7% vs 4.4%,领先26.3%)
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%。
Nova Ltd.(前身为Nova测量仪器公司)成立于1993年,是一家为半导体制造行业提供先进计量解决方案的上市企业,专注于尺寸、材料及化学计量技术领域,股票同时在纳斯达克全球市场和特拉维夫证券交易所上市,代码为NVMI。
CNK vs NVMI — 直观对比
营收规模更大
CNK
是对方的1.8倍
$433.3M
净利率更高
NVMI
高出26.3%
4.4%
损益表 — Q4 FY2025 vs Q2 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $776.3M | $433.3M |
| 净利润 | $34.1M | $133.1M |
| 毛利率 | — | 57.6% |
| 营业利润率 | — | 29.7% |
| 净利率 | 4.4% | 30.7% |
| 营收同比 | -4.7% | — |
| 净利润同比 | -33.5% | — |
| 每股收益(稀释后) | $0.33 | — |
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
NVMI
| Q4 25 | $776.3M | — | ||
| Q3 25 | $857.5M | — | ||
| Q2 25 | $940.5M | $433.3M | ||
| Q1 25 | $540.7M | — | ||
| Q4 24 | $814.3M | — | ||
| Q3 24 | $921.8M | — | ||
| Q2 24 | $734.2M | — | ||
| Q1 24 | $579.2M | — |
净利润
CNK
NVMI
| Q4 25 | $34.1M | — | ||
| Q3 25 | $49.5M | — | ||
| Q2 25 | $93.5M | $133.1M | ||
| Q1 25 | $-38.9M | — | ||
| Q4 24 | $51.3M | — | ||
| Q3 24 | $187.8M | — | ||
| Q2 24 | $45.8M | — | ||
| Q1 24 | $24.8M | — |
毛利率
CNK
NVMI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 57.6% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
营业利润率
CNK
NVMI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 29.7% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
净利率
CNK
NVMI
| Q4 25 | 4.4% | — | ||
| Q3 25 | 5.8% | — | ||
| Q2 25 | 9.9% | 30.7% | ||
| Q1 25 | -7.2% | — | ||
| Q4 24 | 6.3% | — | ||
| Q3 24 | 20.4% | — | ||
| Q2 24 | 6.2% | — | ||
| Q1 24 | 4.3% | — |
每股收益(稀释后)
CNK
NVMI
| Q4 25 | $0.33 | — | ||
| Q3 25 | $0.40 | — | ||
| Q2 25 | $0.63 | — | ||
| Q1 25 | $-0.32 | — | ||
| Q4 24 | $0.36 | — | ||
| Q3 24 | $1.19 | — | ||
| Q2 24 | $0.32 | — | ||
| Q1 24 | $0.19 | — |
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 | — | $348.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $1.1B |
| 总资产 | — | $1.5B |
| 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
NVMI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $348.4M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
CNK
NVMI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
总资产
CNK
NVMI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | — | $114.2M |
| 自由现金流经营现金流 - 资本支出 | — | $102.6M |
| 自由现金流率自由现金流/营收 | — | 23.7% |
| 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 | — | 0.86× |
| 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
NVMI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $114.2M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流
CNK
NVMI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $102.6M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率
CNK
NVMI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 23.7% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度
CNK
NVMI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.7% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金转化率
CNK
NVMI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.86× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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
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% |
NVMI
| Products | $351.8M | 81% |
| Services | $81.6M | 19% |