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Core & Main, Inc.（CNM）与凯撒娱乐（CZR）财务数据对比。点击上方公司名可切换其他公司
凯撒娱乐的季度营收约是Core & Main, Inc.的1.4倍（$2.9B vs $2.1B）。Core & Main, Inc.净利率更高（6.6% vs -8.6%，领先15.2%）。Core & Main, Inc.同比增速更快（43.2% vs 4.2%）。过去两年Core & Main, Inc.的营收复合增速更高（8.8% vs 3.1%）
Core & Main, Inc.总部位于美国密苏里州圣路易斯，是美国专业的水务及相关防护产品分销商，主营供水、污水处理、雨水排放、消防防护类产品，客户覆盖市政部门、私营水务企业及专业承包商，在全美49个州设有370个分支机构，服务6万客户，在售产品达22.5万种。
凯撒娱乐前身为埃尔拉多度假村公司，是总部位于美国内华达州里诺的酒店博彩娱乐集团。2020年7月20日公司收购原凯撒娱乐集团后更为现名，目前运营超过50处物业，业务覆盖酒店、博彩、休闲娱乐等多个领域。
CNM vs CZR — 直观对比
营收规模更大
CZR
是对方的1.4倍
$2.1B
营收增速更快
CNM
高出39.0%
4.2%
净利率更高
CNM
高出15.2%
-8.6%
两年增速更快
CNM
近两年复合增速
3.1%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $2.9B |
| 净利润 | $137.0M | $-250.0M |
| 毛利率 | 27.2% | — |
| 营业利润率 | 10.7% | 11.4% |
| 净利率 | 6.6% | -8.6% |
| 营收同比 | 43.2% | 4.2% |
| 净利润同比 | 117.5% | -2372.7% |
| 每股收益（稀释后） | $0.72 | $-1.22 |
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CNMCZR
| Q4 25 | $2.1B | $2.9B | ||
| Q3 25 | $2.1B | $2.9B | ||
| Q2 25 | $1.9B | $2.9B | ||
| Q1 25 | $1.7B | $2.8B | ||
| Q4 24 | $2.0B | $2.8B | ||
| Q3 24 | $2.0B | $2.9B | ||
| Q2 24 | $1.7B | $2.8B | ||
| Q1 24 | — | $2.7B |
净利润CNMCZR
| Q4 25 | $137.0M | $-250.0M | ||
| Q3 25 | $134.0M | $-55.0M | ||
| Q2 25 | $100.0M | $-82.0M | ||
| Q1 25 | $64.0M | $-115.0M | ||
| Q4 24 | $133.0M | $11.0M | ||
| Q3 24 | $119.0M | $-9.0M | ||
| Q2 24 | $95.0M | $-122.0M | ||
| Q1 24 | — | $-158.0M |
毛利率CNMCZR
| Q4 25 | 27.2% | — | ||
| Q3 25 | 26.8% | — | ||
| Q2 25 | 26.7% | — | ||
| Q1 25 | 26.6% | — | ||
| Q4 24 | 26.6% | — | ||
| Q3 24 | 26.4% | — | ||
| Q2 24 | 26.9% | — | ||
| Q1 24 | — | — |
营业利润率CNMCZR
| Q4 25 | 10.7% | 11.4% | ||
| Q3 25 | 10.2% | 17.9% | ||
| Q2 25 | 8.9% | 18.1% | ||
| Q1 25 | 7.3% | 17.5% | ||
| Q4 24 | 10.9% | 23.9% | ||
| Q3 24 | 10.4% | 22.4% | ||
| Q2 24 | 9.6% | 17.9% | ||
| Q1 24 | — | 17.7% |
净利率CNMCZR
| Q4 25 | 6.6% | -8.6% | ||
| Q3 25 | 6.4% | -1.9% | ||
| Q2 25 | 5.2% | -2.8% | ||
| Q1 25 | 3.8% | -4.1% | ||
| Q4 24 | 6.5% | 0.4% | ||
| Q3 24 | 6.1% | -0.3% | ||
| Q2 24 | 5.5% | -4.3% | ||
| Q1 24 | — | -5.8% |
每股收益（稀释后）CNMCZR
| Q4 25 | $0.72 | $-1.22 | ||
| Q3 25 | $0.70 | $-0.27 | ||
| Q2 25 | $0.52 | $-0.39 | ||
| Q1 25 | $0.34 | $-0.54 | ||
| Q4 24 | $0.69 | $0.04 | ||
| Q3 24 | $0.61 | $-0.04 | ||
| Q2 24 | $0.49 | $-0.56 | ||
| Q1 24 | — | $-0.73 |
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 | $89.0M | $887.0M |
| 总债务越低越好 | — | $11.9B |
| 股东权益账面价值 | $2.0B | $3.5B |
| 总资产 | $6.3B | $31.6B |
| 负债/权益比越低杠杆越低 | — | 3.40× |
8季度趋势，按日历期对齐
现金及短期投资CNMCZR
| Q4 25 | $89.0M | $887.0M | ||
| Q3 25 | $25.0M | $836.0M | ||
| Q2 25 | $8.0M | $982.0M | ||
| Q1 25 | $8.0M | $884.0M | ||
| Q4 24 | $10.0M | $866.0M | ||
| Q3 24 | $13.0M | $802.0M | ||
| Q2 24 | $30.0M | $830.0M | ||
| Q1 24 | — | $726.0M |
总债务CNMCZR
| Q4 25 | — | $11.9B | ||
| Q3 25 | — | $11.9B | ||
| Q2 25 | — | $12.3B | ||
| Q1 25 | — | $12.3B | ||
| Q4 24 | — | $12.3B | ||
| Q3 24 | — | $12.7B | ||
| Q2 24 | — | $12.4B | ||
| Q1 24 | — | $12.4B |
股东权益CNMCZR
| Q4 25 | $2.0B | $3.5B | ||
| Q3 25 | $1.9B | $3.8B | ||
| Q2 25 | $1.7B | $3.9B | ||
| Q1 25 | $1.7B | $4.1B | ||
| Q4 24 | $1.7B | $4.2B | ||
| Q3 24 | $1.6B | $4.2B | ||
| Q2 24 | $1.6B | $4.3B | ||
| Q1 24 | — | $4.4B |
总资产CNMCZR
| Q4 25 | $6.3B | $31.6B | ||
| Q3 25 | $6.3B | $31.9B | ||
| Q2 25 | $6.3B | $32.5B | ||
| Q1 25 | $5.9B | $32.4B | ||
| Q4 24 | $6.2B | $32.6B | ||
| Q3 24 | $6.1B | $33.0B | ||
| Q2 24 | $6.0B | $33.1B | ||
| Q1 24 | — | $33.1B |
负债/权益比CNMCZR
| Q4 25 | — | 3.40× | ||
| Q3 25 | — | 3.15× | ||
| Q2 25 | — | 3.15× | ||
| Q1 25 | — | 3.04× | ||
| Q4 24 | — | 2.96× | ||
| Q3 24 | — | 3.04× | ||
| Q2 24 | — | 2.89× | ||
| Q1 24 | — | 2.82× |
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 | — | $304.0M |
| 自由现金流经营现金流 - 资本支出 | — | $147.0M |
| 自由现金流率自由现金流/营收 | — | 5.0% |
| 资本支出强度资本支出/营收 | — | 5.4% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $575.0M | $497.0M |
8季度趋势，按日历期对齐
经营现金流CNMCZR
| Q4 25 | — | $304.0M | ||
| Q3 25 | $34.0M | $318.0M | ||
| Q2 25 | $77.0M | $462.0M | ||
| Q1 25 | $235.0M | $218.0M | ||
| Q4 24 | $260.0M | $309.0M | ||
| Q3 24 | $48.0M | $232.0M | ||
| Q2 24 | $78.0M | $454.0M | ||
| Q1 24 | — | $80.0M |
自由现金流CNMCZR
| Q4 25 | — | $147.0M | ||
| Q3 25 | $24.0M | $123.0M | ||
| Q2 25 | $64.0M | $232.0M | ||
| Q1 25 | $224.0M | $-5.0M | ||
| Q4 24 | $252.0M | $30.0M | ||
| Q3 24 | $39.0M | $-192.0M | ||
| Q2 24 | $71.0M | $125.0M | ||
| Q1 24 | — | $-184.0M |
自由现金流率CNMCZR
| Q4 25 | — | 5.0% | ||
| Q3 25 | 1.1% | 4.3% | ||
| Q2 25 | 3.3% | 8.0% | ||
| Q1 25 | 13.2% | -0.2% | ||
| Q4 24 | 12.4% | 1.1% | ||
| Q3 24 | 2.0% | -6.7% | ||
| Q2 24 | 4.1% | 4.4% | ||
| Q1 24 | — | -6.7% |
资本支出强度CNMCZR
| Q4 25 | — | 5.4% | ||
| Q3 25 | 0.5% | 6.8% | ||
| Q2 25 | 0.7% | 7.9% | ||
| Q1 25 | 0.6% | 8.0% | ||
| Q4 24 | 0.4% | 10.0% | ||
| Q3 24 | 0.5% | 14.8% | ||
| Q2 24 | 0.4% | 11.6% | ||
| Q1 24 | — | 9.6% |
现金转化率CNMCZR
| Q4 25 | — | — | ||
| Q3 25 | 0.25× | — | ||
| Q2 25 | 0.77× | — | ||
| Q1 25 | 3.67× | — | ||
| Q4 24 | 1.95× | 28.09× | ||
| Q3 24 | 0.40× | — | ||
| Q2 24 | 0.82× | — | ||
| 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
CNM
| Pipes Valves And Fitting Products | $1.4B | 67% |
| Storm Drainage Products | $333.0M | 16% |
| Meter Products | $195.0M | 9% |
| Fire Protection Products | $152.0M | 7% |
CZR
暂无分部数据
