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凯撒娱乐(CZR)与RXO, Inc.(RXO)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RXO, Inc.的2.0倍($2.9B vs $1.5B),凯撒娱乐净利率更高(-2.9% vs -3.1%,领先0.2%),凯撒娱乐同比增速更快(2.7% vs -11.9%),过去两年RXO, Inc.的营收复合增速更高(26.8% 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。
RXO是总部位于美国的头部运输及物流解决方案供应商,核心业务覆盖货运经纪、大件商品最后一公里配送、运输管理服务与全链路供应链优化支持,主要服务北美制造业、零售业及电商领域的客户。
CZR vs RXO — 直观对比
营收规模更大
CZR
是对方的2.0倍
$1.5B
营收增速更快
CZR
高出14.6%
-11.9%
净利率更高
CZR
高出0.2%
-3.1%
两年增速更快
RXO
近两年复合增速
0.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $2.9B | $1.5B |
| 净利润 | $-83.0M | $-46.0M |
| 毛利率 | — | — |
| 营业利润率 | 17.4% | -2.9% |
| 净利率 | -2.9% | -3.1% |
| 营收同比 | 2.7% | -11.9% |
| 净利润同比 | 15.3% | -84.0% |
| 每股收益(稀释后) | $-0.48 | $-0.28 |
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
RXO
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $1.5B | ||
| Q3 25 | $2.9B | $1.4B | ||
| Q2 25 | $2.9B | $1.4B | ||
| Q1 25 | $2.8B | $1.4B | ||
| Q4 24 | $2.8B | $1.7B | ||
| Q3 24 | $2.9B | $1.0B | ||
| Q2 24 | $2.8B | $930.0M |
净利润
CZR
RXO
| Q1 26 | $-83.0M | — | ||
| Q4 25 | $-250.0M | $-46.0M | ||
| Q3 25 | $-55.0M | $-14.0M | ||
| Q2 25 | $-82.0M | $-9.0M | ||
| Q1 25 | $-115.0M | $-31.0M | ||
| Q4 24 | $11.0M | $-25.0M | ||
| Q3 24 | $-9.0M | $-243.0M | ||
| Q2 24 | $-122.0M | $-7.0M |
营业利润率
CZR
RXO
| Q1 26 | 17.4% | — | ||
| Q4 25 | 11.4% | -2.9% | ||
| Q3 25 | 17.9% | -0.5% | ||
| Q2 25 | 18.1% | — | ||
| Q1 25 | 17.5% | -2.1% | ||
| Q4 24 | 23.9% | -1.4% | ||
| Q3 24 | 22.4% | -1.9% | ||
| Q2 24 | 17.9% | — |
净利率
CZR
RXO
| Q1 26 | -2.9% | — | ||
| Q4 25 | -8.6% | -3.1% | ||
| Q3 25 | -1.9% | -1.0% | ||
| Q2 25 | -2.8% | -0.6% | ||
| Q1 25 | -4.1% | -2.2% | ||
| Q4 24 | 0.4% | -1.5% | ||
| Q3 24 | -0.3% | -23.4% | ||
| Q2 24 | -4.3% | -0.8% |
每股收益(稀释后)
CZR
RXO
| Q1 26 | $-0.48 | — | ||
| Q4 25 | $-1.22 | $-0.28 | ||
| Q3 25 | $-0.27 | $-0.08 | ||
| Q2 25 | $-0.39 | $-0.05 | ||
| Q1 25 | $-0.54 | $-0.18 | ||
| Q4 24 | $0.04 | $-0.17 | ||
| Q3 24 | $-0.04 | $-1.81 | ||
| Q2 24 | $-0.56 | $-0.06 |
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 | $17.0M |
| 总债务越低越好 | — | $387.0M |
| 股东权益账面价值 | — | $1.5B |
| 总资产 | — | $3.3B |
| 负债/权益比越低杠杆越低 | — | 0.25× |
8季度趋势,按日历期对齐
现金及短期投资
CZR
RXO
| Q1 26 | $867.0M | — | ||
| Q4 25 | $887.0M | $17.0M | ||
| Q3 25 | $836.0M | $25.0M | ||
| Q2 25 | $982.0M | $18.0M | ||
| Q1 25 | $884.0M | $16.0M | ||
| Q4 24 | $866.0M | $35.0M | ||
| Q3 24 | $802.0M | $55.0M | ||
| Q2 24 | $830.0M | $7.0M |
总债务
CZR
RXO
| Q1 26 | — | — | ||
| Q4 25 | $11.9B | $387.0M | ||
| Q3 25 | $11.9B | $387.0M | ||
| Q2 25 | $12.3B | $387.0M | ||
| Q1 25 | $12.3B | $387.0M | ||
| Q4 24 | $12.3B | $351.0M | ||
| Q3 24 | $12.7B | $352.0M | ||
| Q2 24 | $12.4B | $370.0M |
股东权益
CZR
RXO
| Q1 26 | — | — | ||
| Q4 25 | $3.5B | $1.5B | ||
| Q3 25 | $3.8B | $1.6B | ||
| Q2 25 | $3.9B | $1.6B | ||
| Q1 25 | $4.1B | $1.6B | ||
| Q4 24 | $4.2B | $1.6B | ||
| Q3 24 | $4.2B | $1.7B | ||
| Q2 24 | $4.3B | $579.0M |
总资产
CZR
RXO
| Q1 26 | — | — | ||
| Q4 25 | $31.6B | $3.3B | ||
| Q3 25 | $31.9B | $3.2B | ||
| Q2 25 | $32.5B | $3.2B | ||
| Q1 25 | $32.4B | $3.3B | ||
| Q4 24 | $32.6B | $3.4B | ||
| Q3 24 | $33.0B | $3.4B | ||
| Q2 24 | $33.1B | $1.8B |
负债/权益比
CZR
RXO
| Q1 26 | — | — | ||
| Q4 25 | 3.40× | 0.25× | ||
| Q3 25 | 3.15× | 0.24× | ||
| Q2 25 | 3.15× | 0.24× | ||
| Q1 25 | 3.04× | 0.24× | ||
| Q4 24 | 2.96× | 0.22× | ||
| Q3 24 | 3.04× | 0.21× | ||
| Q2 24 | 2.89× | 0.64× |
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 | — | $7.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-9.0M |
| 自由现金流率自由现金流/营收 | — | -0.6% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 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 | — | $-8.0M |
8季度趋势,按日历期对齐
经营现金流
CZR
RXO
| Q1 26 | — | — | ||
| Q4 25 | $304.0M | $7.0M | ||
| Q3 25 | $318.0M | $23.0M | ||
| Q2 25 | $462.0M | $23.0M | ||
| Q1 25 | $218.0M | $-2.0M | ||
| Q4 24 | $309.0M | $-7.0M | ||
| Q3 24 | $232.0M | $-7.0M | ||
| Q2 24 | $454.0M | $-5.0M |
自由现金流
CZR
RXO
| Q1 26 | — | — | ||
| Q4 25 | $147.0M | $-9.0M | ||
| Q3 25 | $123.0M | $9.0M | ||
| Q2 25 | $232.0M | $9.0M | ||
| Q1 25 | $-5.0M | $-17.0M | ||
| Q4 24 | $30.0M | $-19.0M | ||
| Q3 24 | $-192.0M | $-18.0M | ||
| Q2 24 | $125.0M | $-16.0M |
自由现金流率
CZR
RXO
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | -0.6% | ||
| Q3 25 | 4.3% | 0.6% | ||
| Q2 25 | 8.0% | 0.6% | ||
| Q1 25 | -0.2% | -1.2% | ||
| Q4 24 | 1.1% | -1.1% | ||
| Q3 24 | -6.7% | -1.7% | ||
| Q2 24 | 4.4% | -1.7% |
资本支出强度
CZR
RXO
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | 1.1% | ||
| Q3 25 | 6.8% | 1.0% | ||
| Q2 25 | 7.9% | 1.0% | ||
| Q1 25 | 8.0% | 1.0% | ||
| Q4 24 | 10.0% | 0.7% | ||
| Q3 24 | 14.8% | 1.1% | ||
| Q2 24 | 11.6% | 1.2% |
现金转化率
CZR
RXO
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 28.09× | — | ||
| Q3 24 | — | — | ||
| Q2 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
CZR
| Casino | $1.7B | 58% |
| Hotel | $487.0M | 17% |
| Food and beverage | $424.0M | 15% |
| Other | $293.0M | 10% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |