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南玻集团（CSGS）与Lucky Strike Entertainment Corp（LUCK）财务数据对比。点击上方公司名可切换其他公司
南玻集团的季度营收约是Lucky Strike Entertainment Corp的1.1倍（$323.1M vs $306.9M），南玻集团净利率更高（2.2% vs -4.1%，领先6.3%），Lucky Strike Entertainment Corp同比增速更快（2.3% vs 2.0%），南玻集团自由现金流更多（$55.8M vs $15.2M），过去两年南玻集团的营收复合增速更高（4.6% vs 0.2%）
中国南玻集团股份有限公司是中国规模最大的建筑玻璃生产商，业务涵盖浮法玻璃、建筑玻璃、显示玻璃、汽车玻璃、镀膜玻璃、镜子、彩滤玻璃、太阳能玻璃及节能玻璃等各类玻璃产品的研发、生产与销售，产品广泛应用于建筑、消费电子、新能源汽车、光伏等多个领域。
好彩娱乐集团是一家美国娱乐场所运营商，主营保龄球馆、家庭娱乐中心及水上乐园业务，是全球规模最大的十柱保龄球馆运营商，在美加墨三国运营超过360家场馆，单馆平均拥有40条球道，远超美国行业平均的21条。
CSGS vs LUCK — 直观对比
营收规模更大
CSGS
是对方的1.1倍
$306.9M
营收增速更快
LUCK
高出0.2%
2.0%
净利率更高
CSGS
高出6.3%
-4.1%
自由现金流更多
CSGS
多$40.6M
$15.2M
两年增速更快
CSGS
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $323.1M | $306.9M |
| 净利润 | $7.0M | $-12.7M |
| 毛利率 | 50.0% | — |
| 营业利润率 | 9.0% | 10.9% |
| 净利率 | 2.2% | -4.1% |
| 营收同比 | 2.0% | 2.3% |
| 净利润同比 | -79.7% | -144.7% |
| 每股收益（稀释后） | $0.24 | $-0.11 |
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CSGSLUCK
| Q4 25 | $323.1M | $306.9M | ||
| Q3 25 | $303.6M | $292.3M | ||
| Q2 25 | $297.1M | $301.2M | ||
| Q1 25 | $299.5M | $339.9M | ||
| Q4 24 | $316.7M | $300.1M | ||
| Q3 24 | $295.1M | $260.2M | ||
| Q2 24 | $290.3M | — | ||
| Q1 24 | $295.1M | $337.7M |
净利润CSGSLUCK
| Q4 25 | $7.0M | $-12.7M | ||
| Q3 25 | $20.5M | $-13.8M | ||
| Q2 25 | $12.3M | $-74.7M | ||
| Q1 25 | $16.1M | $13.3M | ||
| Q4 24 | $34.5M | $28.3M | ||
| Q3 24 | $19.1M | $23.1M | ||
| Q2 24 | $13.8M | — | ||
| Q1 24 | $19.5M | $23.8M |
毛利率CSGSLUCK
| Q4 25 | 50.0% | — | ||
| Q3 25 | 48.1% | — | ||
| Q2 25 | 49.5% | — | ||
| Q1 25 | 48.4% | — | ||
| Q4 24 | 51.3% | — | ||
| Q3 24 | 49.4% | — | ||
| Q2 24 | 47.3% | — | ||
| Q1 24 | 46.5% | 33.1% |
营业利润率CSGSLUCK
| Q4 25 | 9.0% | 10.9% | ||
| Q3 25 | 10.0% | 9.7% | ||
| Q2 25 | 10.0% | 5.0% | ||
| Q1 25 | 9.8% | 18.3% | ||
| Q4 24 | 13.4% | 15.6% | ||
| Q3 24 | 10.8% | 5.0% | ||
| Q2 24 | 8.8% | — | ||
| Q1 24 | 10.8% | 21.0% |
净利率CSGSLUCK
| Q4 25 | 2.2% | -4.1% | ||
| Q3 25 | 6.7% | -4.7% | ||
| Q2 25 | 4.1% | -24.8% | ||
| Q1 25 | 5.4% | 3.9% | ||
| Q4 24 | 10.9% | 9.4% | ||
| Q3 24 | 6.5% | 8.9% | ||
| Q2 24 | 4.8% | — | ||
| Q1 24 | 6.6% | 7.1% |
每股收益（稀释后）CSGSLUCK
| Q4 25 | $0.24 | $-0.11 | ||
| Q3 25 | $0.73 | $-0.12 | ||
| Q2 25 | $0.44 | $-0.49 | ||
| Q1 25 | $0.57 | $0.07 | ||
| Q4 24 | $1.20 | $0.16 | ||
| Q3 24 | $0.67 | $0.13 | ||
| Q2 24 | $0.48 | — | ||
| Q1 24 | $0.68 | $0.13 |
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 | $180.0M | — |
| 总债务越低越好 | $539.5M | $1.8B |
| 股东权益账面价值 | $283.7M | $-363.8M |
| 总资产 | $1.5B | $3.3B |
| 负债/权益比越低杠杆越低 | 1.90× | — |
8季度趋势，按日历期对齐
现金及短期投资CSGSLUCK
| Q4 25 | $180.0M | — | ||
| Q3 25 | $158.4M | — | ||
| Q2 25 | $145.9M | — | ||
| Q1 25 | $136.0M | — | ||
| Q4 24 | $161.8M | — | ||
| Q3 24 | $118.4M | — | ||
| Q2 24 | $110.4M | — | ||
| Q1 24 | $120.8M | — |
总债务CSGSLUCK
| Q4 25 | $539.5M | $1.8B | ||
| Q3 25 | $538.6M | $1.7B | ||
| Q2 25 | $537.8M | $1.3B | ||
| Q1 25 | $537.6M | $1.3B | ||
| Q4 24 | $538.5M | $1.3B | ||
| Q3 24 | $539.5M | $1.1B | ||
| Q2 24 | $540.5M | — | ||
| Q1 24 | $541.5M | $1.1B |
股东权益CSGSLUCK
| Q4 25 | $283.7M | $-363.8M | ||
| Q3 25 | $289.5M | $-326.3M | ||
| Q2 25 | $290.7M | $-298.7M | ||
| Q1 25 | $283.1M | $-213.7M | ||
| Q4 24 | $282.6M | $-179.7M | ||
| Q3 24 | $288.4M | $-164.3M | ||
| Q2 24 | $273.3M | — | ||
| Q1 24 | $269.3M | $-76.0M |
总资产CSGSLUCK
| Q4 25 | $1.5B | $3.3B | ||
| Q3 25 | $1.5B | $3.2B | ||
| Q2 25 | $1.4B | $3.2B | ||
| Q1 25 | $1.4B | $3.2B | ||
| Q4 24 | $1.5B | $3.2B | ||
| Q3 24 | $1.4B | $3.1B | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.3B | $3.2B |
负债/权益比CSGSLUCK
| Q4 25 | 1.90× | — | ||
| Q3 25 | 1.86× | — | ||
| Q2 25 | 1.85× | — | ||
| Q1 25 | 1.90× | — | ||
| Q4 24 | 1.91× | — | ||
| Q3 24 | 1.87× | — | ||
| Q2 24 | 1.98× | — | ||
| Q1 24 | 2.01× | — |
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 | $59.2M | $48.1M |
| 自由现金流经营现金流 - 资本支出 | $55.8M | $15.2M |
| 自由现金流率自由现金流/营收 | 17.3% | 4.9% |
| 资本支出强度资本支出/营收 | 1.1% | 10.7% |
| 现金转化率经营现金流/净利润 | 8.46× | — |
| 过去12个月自由现金流最近4个季度 | $141.4M | $42.9M |
8季度趋势，按日历期对齐
经营现金流CSGSLUCK
| Q4 25 | $59.2M | $48.1M | ||
| Q3 25 | $47.9M | $-6.4M | ||
| Q2 25 | $37.3M | $22.5M | ||
| Q1 25 | $11.5M | $86.6M | ||
| Q4 24 | $82.5M | $38.7M | ||
| Q3 24 | $39.5M | $29.4M | ||
| Q2 24 | $43.1M | — | ||
| Q1 24 | $-29.4M | $76.9M |
自由现金流CSGSLUCK
| Q4 25 | $55.8M | $15.2M | ||
| Q3 25 | $43.9M | $-32.3M | ||
| Q2 25 | $34.6M | $-1.1M | ||
| Q1 25 | $7.1M | $61.1M | ||
| Q4 24 | $76.6M | $-11.7M | ||
| Q3 24 | $32.0M | $-12.2M | ||
| Q2 24 | $38.8M | — | ||
| Q1 24 | $-34.1M | $43.4M |
自由现金流率CSGSLUCK
| Q4 25 | 17.3% | 4.9% | ||
| Q3 25 | 14.5% | -11.1% | ||
| Q2 25 | 11.6% | -0.4% | ||
| Q1 25 | 2.4% | 18.0% | ||
| Q4 24 | 24.2% | -3.9% | ||
| Q3 24 | 10.8% | -4.7% | ||
| Q2 24 | 13.4% | — | ||
| Q1 24 | -11.6% | 12.9% |
资本支出强度CSGSLUCK
| Q4 25 | 1.1% | 10.7% | ||
| Q3 25 | 1.3% | 8.9% | ||
| Q2 25 | 0.9% | 7.8% | ||
| Q1 25 | 1.5% | 7.5% | ||
| Q4 24 | 1.9% | 16.8% | ||
| Q3 24 | 2.5% | 16.0% | ||
| Q2 24 | 1.5% | — | ||
| Q1 24 | 1.6% | 9.9% |
现金转化率CSGSLUCK
| Q4 25 | 8.46× | — | ||
| Q3 25 | 2.34× | — | ||
| Q2 25 | 3.04× | — | ||
| Q1 25 | 0.71× | 6.52× | ||
| Q4 24 | 2.39× | 1.37× | ||
| Q3 24 | 2.07× | 1.27× | ||
| Q2 24 | 3.12× | — | ||
| Q1 24 | -1.51× | 3.22× |
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
CSGS
| Software As A Service And Related Solutions | $287.2M | 89% |
| License And Service | $22.6M | 7% |
| Maintenance | $13.3M | 4% |
LUCK
| Bowling | $142.9M | 47% |
| Food And Beverage Revenue Stream | $112.4M | 37% |
| Amusement And Other | $51.6M | 17% |
