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凯撒娱乐(CZR)与RPM INTERNATIONAL INC(RPM)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RPM INTERNATIONAL INC的1.5倍($2.9B vs $1.9B),RPM INTERNATIONAL INC净利率更高(8.4% vs -2.9%,领先11.3%),RPM INTERNATIONAL INC同比增速更快(3.5% vs 2.7%),过去两年RPM INTERNATIONAL INC的营收复合增速更高(12.0% vs 0.7%)
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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐,是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立,最初主营音乐制作,后逐步转向电视节目制作发行业务,最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
CZR vs RPM — 直观对比
营收规模更大
CZR
是对方的1.5倍
$1.9B
营收增速更快
RPM
高出0.8%
2.7%
净利率更高
RPM
高出11.3%
-2.9%
两年增速更快
RPM
近两年复合增速
0.7%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.9B | $1.9B |
| 净利润 | $-83.0M | $161.2M |
| 毛利率 | — | 40.8% |
| 营业利润率 | 17.4% | 11.0% |
| 净利率 | -2.9% | 8.4% |
| 营收同比 | 2.7% | 3.5% |
| 净利润同比 | 15.3% | -12.0% |
| 每股收益(稀释后) | $-0.48 | $1.26 |
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
CZR
RPM
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $1.9B | ||
| Q3 25 | $2.9B | $2.1B | ||
| Q2 25 | $2.9B | $2.1B | ||
| Q1 25 | $2.8B | $1.5B | ||
| Q4 24 | $2.8B | $1.8B | ||
| Q3 24 | $2.9B | $2.0B | ||
| Q2 24 | $2.8B | $2.0B |
净利润
CZR
RPM
| Q1 26 | $-83.0M | — | ||
| Q4 25 | $-250.0M | $161.2M | ||
| Q3 25 | $-55.0M | $227.6M | ||
| Q2 25 | $-82.0M | $225.8M | ||
| Q1 25 | $-115.0M | $52.0M | ||
| Q4 24 | $11.0M | $183.2M | ||
| Q3 24 | $-9.0M | $227.7M | ||
| Q2 24 | $-122.0M | $180.6M |
毛利率
CZR
RPM
| Q1 26 | — | — | ||
| Q4 25 | — | 40.8% | ||
| Q3 25 | — | 42.3% | ||
| Q2 25 | — | 42.4% | ||
| Q1 25 | — | 38.4% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 42.5% | ||
| Q2 24 | — | 41.4% |
营业利润率
CZR
RPM
| Q1 26 | 17.4% | — | ||
| Q4 25 | 11.4% | 11.0% | ||
| Q3 25 | 17.9% | 14.1% | ||
| Q2 25 | 18.1% | 11.9% | ||
| Q1 25 | 17.5% | 2.8% | ||
| Q4 24 | 23.9% | 11.5% | ||
| Q3 24 | 22.4% | 14.8% | ||
| Q2 24 | 17.9% | 11.9% |
净利率
CZR
RPM
| Q1 26 | -2.9% | — | ||
| Q4 25 | -8.6% | 8.4% | ||
| Q3 25 | -1.9% | 10.8% | ||
| Q2 25 | -2.8% | 10.8% | ||
| Q1 25 | -4.1% | 3.5% | ||
| Q4 24 | 0.4% | 9.9% | ||
| Q3 24 | -0.3% | 11.6% | ||
| Q2 24 | -4.3% | 9.0% |
每股收益(稀释后)
CZR
RPM
| Q1 26 | $-0.48 | — | ||
| Q4 25 | $-1.22 | $1.26 | ||
| Q3 25 | $-0.27 | $1.77 | ||
| Q2 25 | $-0.39 | $1.76 | ||
| Q1 25 | $-0.54 | $0.40 | ||
| Q4 24 | $0.04 | $1.42 | ||
| Q3 24 | $-0.04 | $1.77 | ||
| Q2 24 | $-0.56 | $1.40 |
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 | $867.0M | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | — | $3.1B |
| 总资产 | — | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势,按日历期对齐
现金及短期投资
CZR
RPM
| Q1 26 | $867.0M | — | ||
| Q4 25 | $887.0M | $316.6M | ||
| Q3 25 | $836.0M | $297.1M | ||
| Q2 25 | $982.0M | $302.1M | ||
| Q1 25 | $884.0M | $241.9M | ||
| Q4 24 | $866.0M | $268.7M | ||
| Q3 24 | $802.0M | $231.6M | ||
| Q2 24 | $830.0M | $237.4M |
总债务
CZR
RPM
| Q1 26 | — | — | ||
| Q4 25 | $11.9B | $2.5B | ||
| Q3 25 | $11.9B | $2.7B | ||
| Q2 25 | $12.3B | $2.6B | ||
| Q1 25 | $12.3B | $2.1B | ||
| Q4 24 | $12.3B | $2.0B | ||
| Q3 24 | $12.7B | $2.0B | ||
| Q2 24 | $12.4B | $2.0B |
股东权益
CZR
RPM
| Q1 26 | — | — | ||
| Q4 25 | $3.5B | $3.1B | ||
| Q3 25 | $3.8B | $3.1B | ||
| Q2 25 | $3.9B | $2.9B | ||
| Q1 25 | $4.1B | $2.7B | ||
| Q4 24 | $4.2B | $2.7B | ||
| Q3 24 | $4.2B | $2.6B | ||
| Q2 24 | $4.3B | $2.5B |
总资产
CZR
RPM
| Q1 26 | — | — | ||
| Q4 25 | $31.6B | $7.9B | ||
| Q3 25 | $31.9B | $7.9B | ||
| Q2 25 | $32.5B | $7.8B | ||
| Q1 25 | $32.4B | $6.6B | ||
| Q4 24 | $32.6B | $6.7B | ||
| Q3 24 | $33.0B | $6.6B | ||
| Q2 24 | $33.1B | $6.6B |
负债/权益比
CZR
RPM
| Q1 26 | — | — | ||
| Q4 25 | 3.40× | 0.80× | ||
| Q3 25 | 3.15× | 0.87× | ||
| Q2 25 | 3.15× | 0.91× | ||
| Q1 25 | 3.04× | 0.78× | ||
| Q4 24 | 2.96× | 0.74× | ||
| Q3 24 | 3.04× | 0.77× | ||
| Q2 24 | 2.89× | 0.79× |
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 | — | $345.7M |
| 自由现金流经营现金流 - 资本支出 | — | $296.4M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | — | 2.14× |
| 过去12个月自由现金流最近4个季度 | — | $582.9M |
8季度趋势,按日历期对齐
经营现金流
CZR
RPM
| Q1 26 | — | — | ||
| Q4 25 | $304.0M | $345.7M | ||
| Q3 25 | $318.0M | $237.5M | ||
| Q2 25 | $462.0M | $149.2M | ||
| Q1 25 | $218.0M | $91.5M | ||
| Q4 24 | $309.0M | $279.4M | ||
| Q3 24 | $232.0M | $248.1M | ||
| Q2 24 | $454.0M | $181.2M |
自由现金流
CZR
RPM
| Q1 26 | — | — | ||
| Q4 25 | $147.0M | $296.4M | ||
| Q3 25 | $123.0M | $175.0M | ||
| Q2 25 | $232.0M | $78.2M | ||
| Q1 25 | $-5.0M | $33.3M | ||
| Q4 24 | $30.0M | $229.5M | ||
| Q3 24 | $-192.0M | $197.3M | ||
| Q2 24 | $125.0M | $105.3M |
自由现金流率
CZR
RPM
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | 15.5% | ||
| Q3 25 | 4.3% | 8.3% | ||
| Q2 25 | 8.0% | 3.8% | ||
| Q1 25 | -0.2% | 2.3% | ||
| Q4 24 | 1.1% | 12.4% | ||
| Q3 24 | -6.7% | 10.0% | ||
| Q2 24 | 4.4% | 5.2% |
资本支出强度
CZR
RPM
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | 2.6% | ||
| Q3 25 | 6.8% | 3.0% | ||
| Q2 25 | 7.9% | 3.4% | ||
| Q1 25 | 8.0% | 3.9% | ||
| Q4 24 | 10.0% | 2.7% | ||
| Q3 24 | 14.8% | 2.6% | ||
| Q2 24 | 11.6% | 3.8% |
现金转化率
CZR
RPM
| Q1 26 | — | — | ||
| Q4 25 | — | 2.14× | ||
| Q3 25 | — | 1.04× | ||
| Q2 25 | — | 0.66× | ||
| Q1 25 | — | 1.76× | ||
| Q4 24 | 28.09× | 1.53× | ||
| Q3 24 | — | 1.09× | ||
| Q2 24 | — | 1.00× |
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
CZR
| Casino | $1.7B | 58% |
| Hotel | $487.0M | 17% |
| Food and beverage | $424.0M | 15% |
| Other | $293.0M | 10% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |