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凯撒娱乐(CZR)与REGAL REXNORD CORP(RRX)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REGAL REXNORD CORP的1.9倍($2.9B vs $1.5B),REGAL REXNORD CORP净利率更高(4.2% vs -2.9%,领先7.1%),REGAL REXNORD CORP同比增速更快(4.3% vs 2.7%),过去两年凯撒娱乐的营收复合增速更高(0.7% vs -0.8%)
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。
Regal Rexnord Corporation(股票代码RRX)总部位于美国威斯康星州密尔沃基,是专业生产电动机与动力传动部件的制造商,在美国、加拿大、墨西哥、欧洲及亚洲多地设有生产、销售及服务机构,全球员工约2.9万人。
CZR vs RRX — 直观对比
营收规模更大
CZR
是对方的1.9倍
$1.5B
营收增速更快
RRX
高出1.5%
2.7%
净利率更高
RRX
高出7.1%
-2.9%
两年增速更快
CZR
近两年复合增速
-0.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $2.9B | $1.5B |
| 净利润 | $-83.0M | $63.4M |
| 毛利率 | — | 37.5% |
| 营业利润率 | 17.4% | 10.8% |
| 净利率 | -2.9% | 4.2% |
| 营收同比 | 2.7% | 4.3% |
| 净利润同比 | 15.3% | 53.9% |
| 每股收益(稀释后) | $-0.48 | $0.95 |
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
RRX
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $1.5B | ||
| Q3 25 | $2.9B | $1.5B | ||
| Q2 25 | $2.9B | $1.5B | ||
| Q1 25 | $2.8B | $1.4B | ||
| Q4 24 | $2.8B | $1.5B | ||
| Q3 24 | $2.9B | $1.5B | ||
| Q2 24 | $2.8B | $1.5B |
净利润
CZR
RRX
| Q1 26 | $-83.0M | — | ||
| Q4 25 | $-250.0M | $63.4M | ||
| Q3 25 | $-55.0M | $79.6M | ||
| Q2 25 | $-82.0M | $79.2M | ||
| Q1 25 | $-115.0M | $57.3M | ||
| Q4 24 | $11.0M | $41.2M | ||
| Q3 24 | $-9.0M | $72.7M | ||
| Q2 24 | $-122.0M | $62.5M |
毛利率
CZR
RRX
| Q1 26 | — | — | ||
| Q4 25 | — | 37.5% | ||
| Q3 25 | — | 37.0% | ||
| Q2 25 | — | 37.7% | ||
| Q1 25 | — | 37.2% | ||
| Q4 24 | — | 34.9% | ||
| Q3 24 | — | 37.7% | ||
| Q2 24 | — | 36.9% |
营业利润率
CZR
RRX
| Q1 26 | 17.4% | — | ||
| Q4 25 | 11.4% | 10.8% | ||
| Q3 25 | 17.9% | 11.6% | ||
| Q2 25 | 18.1% | 12.2% | ||
| Q1 25 | 17.5% | 11.3% | ||
| Q4 24 | 23.9% | 8.8% | ||
| Q3 24 | 22.4% | 11.8% | ||
| Q2 24 | 17.9% | 12.5% |
净利率
CZR
RRX
| Q1 26 | -2.9% | — | ||
| Q4 25 | -8.6% | 4.2% | ||
| Q3 25 | -1.9% | 5.3% | ||
| Q2 25 | -2.8% | 5.3% | ||
| Q1 25 | -4.1% | 4.0% | ||
| Q4 24 | 0.4% | 2.8% | ||
| Q3 24 | -0.3% | 4.9% | ||
| Q2 24 | -4.3% | 4.0% |
每股收益(稀释后)
CZR
RRX
| Q1 26 | $-0.48 | — | ||
| Q4 25 | $-1.22 | $0.95 | ||
| Q3 25 | $-0.27 | $1.20 | ||
| Q2 25 | $-0.39 | $1.19 | ||
| Q1 25 | $-0.54 | $0.86 | ||
| Q4 24 | $0.04 | $0.61 | ||
| Q3 24 | $-0.04 | $1.09 | ||
| Q2 24 | $-0.56 | $0.94 |
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 | $521.7M |
| 总债务越低越好 | — | $4.8B |
| 股东权益账面价值 | — | $6.8B |
| 总资产 | — | $13.9B |
| 负债/权益比越低杠杆越低 | — | 0.70× |
8季度趋势,按日历期对齐
现金及短期投资
CZR
RRX
| Q1 26 | $867.0M | — | ||
| Q4 25 | $887.0M | $521.7M | ||
| Q3 25 | $836.0M | $400.0M | ||
| Q2 25 | $982.0M | $320.1M | ||
| Q1 25 | $884.0M | $305.3M | ||
| Q4 24 | $866.0M | $393.5M | ||
| Q3 24 | $802.0M | $458.6M | ||
| Q2 24 | $830.0M | $510.4M |
总债务
CZR
RRX
| Q1 26 | — | — | ||
| Q4 25 | $11.9B | $4.8B | ||
| Q3 25 | $11.9B | — | ||
| Q2 25 | $12.3B | — | ||
| Q1 25 | $12.3B | — | ||
| Q4 24 | $12.3B | $5.5B | ||
| Q3 24 | $12.7B | $5.7B | ||
| Q2 24 | $12.4B | $5.8B |
股东权益
CZR
RRX
| Q1 26 | — | — | ||
| Q4 25 | $3.5B | $6.8B | ||
| Q3 25 | $3.8B | $6.8B | ||
| Q2 25 | $3.9B | $6.7B | ||
| Q1 25 | $4.1B | $6.4B | ||
| Q4 24 | $4.2B | $6.3B | ||
| Q3 24 | $4.2B | $6.5B | ||
| Q2 24 | $4.3B | $6.4B |
总资产
CZR
RRX
| Q1 26 | — | — | ||
| Q4 25 | $31.6B | $13.9B | ||
| Q3 25 | $31.9B | $13.9B | ||
| Q2 25 | $32.5B | $13.9B | ||
| Q1 25 | $32.4B | $14.0B | ||
| Q4 24 | $32.6B | $14.0B | ||
| Q3 24 | $33.0B | $14.6B | ||
| Q2 24 | $33.1B | $14.6B |
负债/权益比
CZR
RRX
| Q1 26 | — | — | ||
| Q4 25 | 3.40× | 0.70× | ||
| Q3 25 | 3.15× | — | ||
| Q2 25 | 3.15× | — | ||
| Q1 25 | 3.04× | — | ||
| Q4 24 | 2.96× | 0.88× | ||
| Q3 24 | 3.04× | 0.87× | ||
| Q2 24 | 2.89× | 0.91× |
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 | — | $167.8M |
| 自由现金流经营现金流 - 资本支出 | — | $140.6M |
| 自由现金流率自由现金流/营收 | — | 9.2% |
| 资本支出强度资本支出/营收 | — | 1.8% |
| 现金转化率经营现金流/净利润 | — | 2.65× |
| 过去12个月自由现金流最近4个季度 | — | $893.1M |
8季度趋势,按日历期对齐
经营现金流
CZR
RRX
| Q1 26 | — | — | ||
| Q4 25 | $304.0M | $167.8M | ||
| Q3 25 | $318.0M | $197.5M | ||
| Q2 25 | $462.0M | $523.2M | ||
| Q1 25 | $218.0M | $102.3M | ||
| Q4 24 | $309.0M | $213.2M | ||
| Q3 24 | $232.0M | $154.8M | ||
| Q2 24 | $454.0M | $158.3M |
自由现金流
CZR
RRX
| Q1 26 | — | — | ||
| Q4 25 | $147.0M | $140.6M | ||
| Q3 25 | $123.0M | $174.0M | ||
| Q2 25 | $232.0M | $493.0M | ||
| Q1 25 | $-5.0M | $85.5M | ||
| Q4 24 | $30.0M | $183.9M | ||
| Q3 24 | $-192.0M | $125.5M | ||
| Q2 24 | $125.0M | $125.9M |
自由现金流率
CZR
RRX
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | 9.2% | ||
| Q3 25 | 4.3% | 11.6% | ||
| Q2 25 | 8.0% | 33.0% | ||
| Q1 25 | -0.2% | 6.0% | ||
| Q4 24 | 1.1% | 12.6% | ||
| Q3 24 | -6.7% | 8.5% | ||
| Q2 24 | 4.4% | 8.1% |
资本支出强度
CZR
RRX
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | 1.8% | ||
| Q3 25 | 6.8% | 1.6% | ||
| Q2 25 | 7.9% | 2.0% | ||
| Q1 25 | 8.0% | 1.2% | ||
| Q4 24 | 10.0% | 2.0% | ||
| Q3 24 | 14.8% | 2.0% | ||
| Q2 24 | 11.6% | 2.1% |
现金转化率
CZR
RRX
| Q1 26 | — | — | ||
| Q4 25 | — | 2.65× | ||
| Q3 25 | — | 2.48× | ||
| Q2 25 | — | 6.61× | ||
| Q1 25 | — | 1.79× | ||
| Q4 24 | 28.09× | 5.17× | ||
| Q3 24 | — | 2.13× | ||
| Q2 24 | — | 2.53× |
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% |
RRX
| Other | $470.6M | 31% |
| Industrial Powertrain Solutions Segment | $441.8M | 29% |
| Automation And Motion Control Segment | $327.7M | 22% |
| Power Efficiency Solutions Segment | $283.2M | 19% |