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游戏驿站（GME）与Take-Two Interactive（TTWO）财务数据对比。点击上方公司名可切换其他公司
Take-Two Interactive的季度营收约是游戏驿站的2.1倍（$1.7B vs $821.0M），游戏驿站净利率更高（9.4% vs -5.5%，领先14.9%），Take-Two Interactive同比增速更快（24.9% vs -4.6%），Take-Two Interactive自由现金流更多（$236.2M vs $107.0M），过去两年Take-Two Interactive的营收复合增速更高（10.2% vs -32.3%）
游戏驿站（GameStop Corp.）是美国知名电子游戏、消费电子及游戏周边零售企业，总部位于得克萨斯州格雷普韦恩，是全球规模最大的电子游戏零售商。截至2025年2月，公司在美、加、澳及欧洲地区共运营3203家门店，旗下拥有EB Games、ThinkGeek等多个零售品牌，前身为1984年于达拉斯成立的Babbage's。
Take-Two Interactive是总部位于美国纽约的电子游戏控股企业，由瑞安·布兰特于1993年9月创立，在全球互动娱乐领域拥有较高影响力，业务覆盖游戏研发、发行与运营等核心环节。
GME vs TTWO — 直观对比
营收规模更大
TTWO
是对方的2.1倍
$821.0M
营收增速更快
TTWO
高出29.5%
-4.6%
净利率更高
GME
高出14.9%
-5.5%
自由现金流更多
TTWO
多$129.2M
$107.0M
两年增速更快
TTWO
近两年复合增速
-32.3%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $821.0M | $1.7B |
| 净利润 | $77.1M | $-92.9M |
| 毛利率 | 33.3% | 55.7% |
| 营业利润率 | 5.0% | -2.3% |
| 净利率 | 9.4% | -5.5% |
| 营收同比 | -4.6% | 24.9% |
| 净利润同比 | 343.1% | 25.8% |
| 每股收益（稀释后） | $0.13 | $-0.50 |
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GMETTWO
| Q4 25 | $821.0M | $1.7B | ||
| Q3 25 | $972.2M | $1.8B | ||
| Q2 25 | $732.4M | $1.5B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $860.3M | $1.4B | ||
| Q3 24 | $798.3M | $1.4B | ||
| Q2 24 | $881.8M | $1.3B | ||
| Q1 24 | $1.8B | $1.4B |
净利润GMETTWO
| Q4 25 | $77.1M | $-92.9M | ||
| Q3 25 | $168.6M | $-133.9M | ||
| Q2 25 | $44.8M | $-11.9M | ||
| Q1 25 | $131.4M | $-3.7B | ||
| Q4 24 | $17.4M | $-125.2M | ||
| Q3 24 | $14.8M | $-365.5M | ||
| Q2 24 | $-32.3M | $-262.0M | ||
| Q1 24 | $63.1M | $-2.9B |
毛利率GMETTWO
| Q4 25 | 33.3% | 55.7% | ||
| Q3 25 | 29.1% | 55.3% | ||
| Q2 25 | 34.5% | 62.8% | ||
| Q1 25 | 28.3% | 50.8% | ||
| Q4 24 | 29.9% | 55.9% | ||
| Q3 24 | 31.2% | 53.8% | ||
| Q2 24 | 27.7% | 57.6% | ||
| Q1 24 | 23.4% | 33.5% |
营业利润率GMETTWO
| Q4 25 | 5.0% | -2.3% | ||
| Q3 25 | 6.8% | -5.5% | ||
| Q2 25 | -1.5% | 1.4% | ||
| Q1 25 | 6.2% | -238.7% | ||
| Q4 24 | -3.9% | -9.7% | ||
| Q3 24 | -2.8% | -22.0% | ||
| Q2 24 | -5.7% | -13.8% | ||
| Q1 24 | 3.1% | -193.9% |
净利率GMETTWO
| Q4 25 | 9.4% | -5.5% | ||
| Q3 25 | 17.3% | -7.5% | ||
| Q2 25 | 6.1% | -0.8% | ||
| Q1 25 | 10.2% | -235.5% | ||
| Q4 24 | 2.0% | -9.2% | ||
| Q3 24 | 1.9% | -27.0% | ||
| Q2 24 | -3.7% | -19.6% | ||
| Q1 24 | 3.5% | -207.4% |
每股收益（稀释后）GMETTWO
| Q4 25 | $0.13 | $-0.50 | ||
| Q3 25 | $0.31 | $-0.73 | ||
| Q2 25 | $0.09 | $-0.07 | ||
| Q1 25 | $0.36 | $-21.27 | ||
| Q4 24 | $0.04 | $-0.71 | ||
| Q3 24 | $0.04 | $-2.08 | ||
| Q2 24 | $-0.11 | $-1.52 | ||
| Q1 24 | $0.21 | $-17.05 |
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 | $8.8B | $2.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.3B | $3.5B |
| 总资产 | $10.6B | $10.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资GMETTWO
| Q4 25 | $8.8B | $2.4B | ||
| Q3 25 | $8.7B | $2.1B | ||
| Q2 25 | $6.4B | $2.0B | ||
| Q1 25 | $4.8B | $1.5B | ||
| Q4 24 | $4.6B | $1.2B | ||
| Q3 24 | $4.2B | $879.6M | ||
| Q2 24 | $1.1B | $1.1B | ||
| Q1 24 | $1.2B | $776.0M |
总债务GMETTWO
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $16.9M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $28.5M | — |
股东权益GMETTWO
| Q4 25 | $5.3B | $3.5B | ||
| Q3 25 | $5.2B | $3.4B | ||
| Q2 25 | $5.0B | $3.5B | ||
| Q1 25 | $4.9B | $2.1B | ||
| Q4 24 | $4.8B | $5.7B | ||
| Q3 24 | $4.4B | $5.8B | ||
| Q2 24 | $1.3B | $6.0B | ||
| Q1 24 | $1.3B | $5.7B |
总资产GMETTWO
| Q4 25 | $10.6B | $10.0B | ||
| Q3 25 | $10.3B | $10.1B | ||
| Q2 25 | $7.5B | $9.7B | ||
| Q1 25 | $5.9B | $9.2B | ||
| Q4 24 | $6.2B | $12.7B | ||
| Q3 24 | $5.5B | $13.1B | ||
| Q2 24 | $2.6B | $12.9B | ||
| Q1 24 | $2.7B | $12.2B |
负债/权益比GMETTWO
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.02× | — |
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 | $111.3M | $305.2M |
| 自由现金流经营现金流 - 资本支出 | $107.0M | $236.2M |
| 自由现金流率自由现金流/营收 | 13.0% | 13.9% |
| 资本支出强度资本支出/营收 | 0.5% | 4.1% |
| 现金转化率经营现金流/净利润 | 1.44× | — |
| 过去12个月自由现金流最近4个季度 | $568.7M | $487.8M |
8季度趋势，按日历期对齐
经营现金流GMETTWO
| Q4 25 | $111.3M | $305.2M | ||
| Q3 25 | $117.4M | $128.4M | ||
| Q2 25 | $192.5M | $-44.7M | ||
| Q1 25 | $162.3M | $279.0M | ||
| Q4 24 | $24.6M | $-4.8M | ||
| Q3 24 | $68.6M | $-128.4M | ||
| Q2 24 | $-109.8M | $-191.0M | ||
| Q1 24 | $-11.0M | $-8.9M |
自由现金流GMETTWO
| Q4 25 | $107.0M | $236.2M | ||
| Q3 25 | $113.3M | $96.5M | ||
| Q2 25 | $189.6M | $-69.8M | ||
| Q1 25 | $158.8M | $224.9M | ||
| Q4 24 | $20.0M | $-48.2M | ||
| Q3 24 | $65.5M | $-165.2M | ||
| Q2 24 | $-114.7M | $-226.1M | ||
| Q1 24 | $-18.7M | $-55.1M |
自由现金流率GMETTWO
| Q4 25 | 13.0% | 13.9% | ||
| Q3 25 | 11.7% | 5.4% | ||
| Q2 25 | 25.9% | -4.6% | ||
| Q1 25 | 12.4% | 14.2% | ||
| Q4 24 | 2.3% | -3.5% | ||
| Q3 24 | 8.2% | -12.2% | ||
| Q2 24 | -13.0% | -16.9% | ||
| Q1 24 | -1.0% | -3.9% |
资本支出强度GMETTWO
| Q4 25 | 0.5% | 4.1% | ||
| Q3 25 | 0.4% | 1.8% | ||
| Q2 25 | 0.4% | 1.7% | ||
| Q1 25 | 0.3% | 3.4% | ||
| Q4 24 | 0.5% | 3.2% | ||
| Q3 24 | 0.4% | 2.7% | ||
| Q2 24 | 0.6% | 2.6% | ||
| Q1 24 | 0.4% | 3.3% |
现金转化率GMETTWO
| Q4 25 | 1.44× | — | ||
| Q3 25 | 0.70× | — | ||
| Q2 25 | 4.30× | — | ||
| Q1 25 | 1.24× | — | ||
| Q4 24 | 1.41× | — | ||
| Q3 24 | 4.64× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | -0.17× | — |
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
GME
| Hardware And Accessories | $367.4M | 45% |
| Collectibles | $256.1M | 31% |
| Software | $197.5M | 24% |
TTWO
暂无分部数据
