vs
Lucky Strike Entertainment Corp(LUCK)与Strategic Education, Inc.(STRA)财务数据对比。点击上方公司名可切换其他公司
Lucky Strike Entertainment Corp的季度营收约是Strategic Education, Inc.的1.0倍($306.9M vs $305.9M),Strategic Education, Inc.净利率更高(9.7% vs -4.1%,领先13.8%),Lucky Strike Entertainment Corp同比增速更快(2.3% vs -0.8%),Strategic Education, Inc.自由现金流更多($57.3M vs $15.2M),过去两年Lucky Strike Entertainment Corp的营收复合增速更高(0.2% vs -1.0%)
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。
Strategic Education, Inc.(简称SEI)是一家教育服务控股企业,前身为斯特雷尔教育公司。旗下拥有营利性在线院校卡佩拉大学、斯特雷尔大学,还运营着DevMountain、Hackbright学院、Sophia Learning等提供非学位课程的教育机构。
LUCK vs STRA — 直观对比
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $306.9M | $305.9M |
| 净利润 | $-12.7M | $29.7M |
| 毛利率 | — | — |
| 营业利润率 | 10.9% | 13.0% |
| 净利率 | -4.1% | 9.7% |
| 营收同比 | 2.3% | -0.8% |
| 净利润同比 | -144.7% | -9.3% |
| 每股收益(稀释后) | $-0.11 | $1.24 |
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
| Q1 26 | — | $305.9M | ||
| Q4 25 | $306.9M | $323.2M | ||
| Q3 25 | $292.3M | $319.9M | ||
| Q2 25 | $301.2M | $321.5M | ||
| Q1 25 | $339.9M | $303.6M | ||
| Q4 24 | $300.1M | $311.5M | ||
| Q3 24 | $260.2M | $306.0M | ||
| Q2 24 | — | $312.3M |
| Q1 26 | — | $29.7M | ||
| Q4 25 | $-12.7M | $37.9M | ||
| Q3 25 | $-13.8M | $26.6M | ||
| Q2 25 | $-74.7M | $32.3M | ||
| Q1 25 | $13.3M | $29.7M | ||
| Q4 24 | $28.3M | $25.3M | ||
| Q3 24 | $23.1M | $27.7M | ||
| Q2 24 | — | $29.9M |
| Q1 26 | — | 13.0% | ||
| Q4 25 | 10.9% | 16.0% | ||
| Q3 25 | 9.7% | 11.6% | ||
| Q2 25 | 5.0% | 14.2% | ||
| Q1 25 | 18.3% | 13.1% | ||
| Q4 24 | 15.6% | 11.6% | ||
| Q3 24 | 5.0% | 11.9% | ||
| Q2 24 | — | 13.4% |
| Q1 26 | — | 9.7% | ||
| Q4 25 | -4.1% | 11.7% | ||
| Q3 25 | -4.7% | 8.3% | ||
| Q2 25 | -24.8% | 10.1% | ||
| Q1 25 | 3.9% | 9.8% | ||
| Q4 24 | 9.4% | 8.1% | ||
| Q3 24 | 8.9% | 9.1% | ||
| Q2 24 | — | 9.6% |
| Q1 26 | — | $1.24 | ||
| Q4 25 | $-0.11 | $1.65 | ||
| Q3 25 | $-0.12 | $1.15 | ||
| Q2 25 | $-0.49 | $1.37 | ||
| Q1 25 | $0.07 | $1.24 | ||
| Q4 24 | $0.16 | $1.05 | ||
| Q3 24 | $0.13 | $1.15 | ||
| Q2 24 | — | $1.24 |
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 | — | $140.8M |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $-363.8M | $1.6B |
| 总资产 | $3.3B | $2.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
| Q1 26 | — | $140.8M | ||
| Q4 25 | — | $148.1M | ||
| Q3 25 | — | $172.6M | ||
| Q2 25 | — | $164.9M | ||
| Q1 25 | — | $182.6M | ||
| Q4 24 | — | $184.0M | ||
| Q3 24 | — | $222.1M | ||
| Q2 24 | — | $256.2M |
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $-363.8M | $1.6B | ||
| Q3 25 | $-326.3M | $1.7B | ||
| Q2 25 | $-298.7M | $1.7B | ||
| Q1 25 | $-213.7M | $1.6B | ||
| Q4 24 | $-179.7M | $1.7B | ||
| Q3 24 | $-164.3M | $1.7B | ||
| Q2 24 | — | $1.7B |
| Q1 26 | — | $2.0B | ||
| Q4 25 | $3.3B | $2.0B | ||
| Q3 25 | $3.2B | $2.1B | ||
| Q2 25 | $3.2B | $2.1B | ||
| Q1 25 | $3.2B | $2.1B | ||
| Q4 24 | $3.2B | $2.0B | ||
| Q3 24 | $3.1B | $2.2B | ||
| Q2 24 | — | $2.2B |
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 | $48.1M | $67.7M |
| 自由现金流经营现金流 - 资本支出 | $15.2M | $57.3M |
| 自由现金流率自由现金流/营收 | 4.9% | 18.7% |
| 资本支出强度资本支出/营收 | 10.7% | — |
| 现金转化率经营现金流/净利润 | — | 2.27× |
| 过去12个月自由现金流最近4个季度 | $42.9M | $153.9M |
8季度趋势,按日历期对齐
| Q1 26 | — | $67.7M | ||
| Q4 25 | $48.1M | $39.2M | ||
| Q3 25 | $-6.4M | $60.1M | ||
| Q2 25 | $22.5M | $31.2M | ||
| Q1 25 | $86.6M | $67.7M | ||
| Q4 24 | $38.7M | $15.9M | ||
| Q3 24 | $29.4M | $51.5M | ||
| Q2 24 | — | $24.3M |
| Q1 26 | — | $57.3M | ||
| Q4 25 | $15.2M | $27.0M | ||
| Q3 25 | $-32.3M | $49.3M | ||
| Q2 25 | $-1.1M | $20.4M | ||
| Q1 25 | $61.1M | $57.3M | ||
| Q4 24 | $-11.7M | $4.7M | ||
| Q3 24 | $-12.2M | $42.1M | ||
| Q2 24 | — | $13.6M |
| Q1 26 | — | 18.7% | ||
| Q4 25 | 4.9% | 8.3% | ||
| Q3 25 | -11.1% | 15.4% | ||
| Q2 25 | -0.4% | 6.3% | ||
| Q1 25 | 18.0% | 18.9% | ||
| Q4 24 | -3.9% | 1.5% | ||
| Q3 24 | -4.7% | 13.8% | ||
| Q2 24 | — | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 10.7% | 3.8% | ||
| Q3 25 | 8.9% | 3.4% | ||
| Q2 25 | 7.8% | 3.4% | ||
| Q1 25 | 7.5% | 3.4% | ||
| Q4 24 | 16.8% | 3.6% | ||
| Q3 24 | 16.0% | 3.1% | ||
| Q2 24 | — | 3.4% |
| Q1 26 | — | 2.27× | ||
| Q4 25 | — | 1.03× | ||
| Q3 25 | — | 2.26× | ||
| Q2 25 | — | 0.97× | ||
| Q1 25 | 6.52× | 2.27× | ||
| Q4 24 | 1.37× | 0.63× | ||
| Q3 24 | 1.27× | 1.86× | ||
| Q2 24 | — | 0.81× |
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
LUCK
| Bowling | $142.9M | 47% |
| Food And Beverage Revenue Stream | $112.4M | 37% |
| Amusement And Other | $51.6M | 17% |
STRA
| U.S. Higher Education | $221.0M | 72% |
| Australia/New Zealand | $48.3M | 16% |
| Education Technology Services | $34.3M | 11% |