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PENN Entertainment, Inc.(PENN)与帕兰提尔科技(PLTR)财务数据对比。点击上方公司名可切换其他公司
PENN Entertainment, Inc.的季度营收约是帕兰提尔科技的1.3倍($1.8B vs $1.4B),帕兰提尔科技净利率更高(43.3% vs -0.2%,领先43.4%),帕兰提尔科技同比增速更快(70.0% vs 6.4%),过去两年帕兰提尔科技的营收复合增速更高(48.9% vs 3.4%)
Penn Entertainment, Inc.(前称宾州国家博彩)是美国知名娱乐企业,业务涵盖综合娱乐运营、体育内容供给及赌场博彩服务,旗下运营好莱坞赌场、Ameristar、Boomtown等品牌,在全美20个州拥有43处经营场所,同时持有加拿大数字媒体企业Score Media and Gaming的所有权。
帕兰提尔科技是美国上市企业,专注研发数据集成与分析平台,为政府机构、军方及各行业企业提供多源数据整合分析能力。旗下核心产品Gotham与Foundry可打通相互孤立的数据库,广泛支撑情报作业、反恐分析、执法工作及企业级数据分析场景。
PENN vs PLTR — 直观对比
营收规模更大
PENN
是对方的1.3倍
$1.4B
营收增速更快
PLTR
高出63.6%
6.4%
净利率更高
PLTR
高出43.4%
-0.2%
两年增速更快
PLTR
近两年复合增速
3.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.8B | $1.4B |
| 净利润 | $-2.8M | $608.7M |
| 毛利率 | — | 84.6% |
| 营业利润率 | 5.5% | 40.9% |
| 净利率 | -0.2% | 43.3% |
| 营收同比 | 6.4% | 70.0% |
| 净利润同比 | 66.7% | 670.4% |
| 每股收益(稀释后) | $-0.02 | $0.24 |
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
营收
PENN
PLTR
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.8B | $1.4B | ||
| Q3 25 | $1.7B | $1.2B | ||
| Q2 25 | $1.8B | $1.0B | ||
| Q1 25 | $1.7B | $883.9M | ||
| Q4 24 | $1.7B | $827.5M | ||
| Q3 24 | $1.6B | $725.5M | ||
| Q2 24 | $1.7B | $678.1M |
净利润
PENN
PLTR
| Q1 26 | $-2.8M | — | ||
| Q4 25 | $-72.9M | $608.7M | ||
| Q3 25 | $-864.6M | $475.6M | ||
| Q2 25 | $-17.4M | $326.7M | ||
| Q1 25 | $111.8M | $214.0M | ||
| Q4 24 | $-133.3M | $79.0M | ||
| Q3 24 | $-36.7M | $143.5M | ||
| Q2 24 | $-26.8M | $134.1M |
毛利率
PENN
PLTR
| Q1 26 | — | — | ||
| Q4 25 | — | 84.6% | ||
| Q3 25 | — | 82.4% | ||
| Q2 25 | — | 80.8% | ||
| Q1 25 | — | 80.4% | ||
| Q4 24 | — | 78.9% | ||
| Q3 24 | — | 79.8% | ||
| Q2 24 | — | 81.0% |
营业利润率
PENN
PLTR
| Q1 26 | 5.5% | — | ||
| Q4 25 | -1.0% | 40.9% | ||
| Q3 25 | -45.2% | 33.3% | ||
| Q2 25 | 4.4% | 26.8% | ||
| Q1 25 | 2.6% | 19.9% | ||
| Q4 24 | -2.9% | 1.3% | ||
| Q3 24 | 4.1% | 15.6% | ||
| Q2 24 | 4.5% | 15.5% |
净利率
PENN
PLTR
| Q1 26 | -0.2% | — | ||
| Q4 25 | -4.0% | 43.3% | ||
| Q3 25 | -50.3% | 40.3% | ||
| Q2 25 | -1.0% | 32.6% | ||
| Q1 25 | 6.7% | 24.2% | ||
| Q4 24 | -8.0% | 9.5% | ||
| Q3 24 | -2.2% | 19.8% | ||
| Q2 24 | -1.6% | 19.8% |
每股收益(稀释后)
PENN
PLTR
| Q1 26 | $-0.02 | — | ||
| Q4 25 | $-0.36 | $0.24 | ||
| Q3 25 | $-6.03 | $0.18 | ||
| Q2 25 | $-0.12 | $0.13 | ||
| Q1 25 | $0.68 | $0.08 | ||
| Q4 24 | $-0.87 | $0.03 | ||
| Q3 24 | $-0.24 | $0.06 | ||
| Q2 24 | $-0.18 | $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 | $708.0M | $7.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $7.4B |
| 总资产 | — | $8.9B |
| 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
PENN
PLTR
| Q1 26 | $708.0M | — | ||
| Q4 25 | $686.6M | $7.2B | ||
| Q3 25 | $660.1M | $6.4B | ||
| Q2 25 | $671.6M | $6.0B | ||
| Q1 25 | $591.6M | $5.4B | ||
| Q4 24 | $706.6M | $5.2B | ||
| Q3 24 | $834.0M | $4.6B | ||
| Q2 24 | $877.6M | $4.0B |
总债务
PENN
PLTR
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.9B | — | ||
| Q2 25 | $2.8B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.8B | — | ||
| Q3 24 | $2.8B | — | ||
| Q2 24 | $2.8B | — |
股东权益
PENN
PLTR
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $7.4B | ||
| Q3 25 | $2.0B | $6.6B | ||
| Q2 25 | $3.0B | $5.9B | ||
| Q1 25 | $3.0B | $5.4B | ||
| Q4 24 | $2.9B | $5.0B | ||
| Q3 24 | $3.1B | $4.5B | ||
| Q2 24 | $3.1B | $4.1B |
总资产
PENN
PLTR
| Q1 26 | — | — | ||
| Q4 25 | $14.3B | $8.9B | ||
| Q3 25 | $14.3B | $8.1B | ||
| Q2 25 | $15.2B | $7.4B | ||
| Q1 25 | $15.1B | $6.7B | ||
| Q4 24 | $15.3B | $6.3B | ||
| Q3 24 | $15.5B | $5.8B | ||
| Q2 24 | $15.5B | $5.2B |
负债/权益比
PENN
PLTR
| Q1 26 | — | — | ||
| Q4 25 | 1.58× | — | ||
| Q3 25 | 1.46× | — | ||
| Q2 25 | 0.94× | — | ||
| Q1 25 | 0.89× | — | ||
| Q4 24 | 0.98× | — | ||
| Q3 24 | 0.91× | — | ||
| Q2 24 | 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 | — | $777.3M |
| 自由现金流经营现金流 - 资本支出 | — | $764.0M |
| 自由现金流率自由现金流/营收 | — | 54.3% |
| 资本支出强度资本支出/营收 | 5.3% | 0.9% |
| 现金转化率经营现金流/净利润 | — | 1.28× |
| 过去12个月自由现金流最近4个季度 | — | $2.1B |
8季度趋势,按日历期对齐
经营现金流
PENN
PLTR
| Q1 26 | — | — | ||
| Q4 25 | $107.2M | $777.3M | ||
| Q3 25 | $180.9M | $507.7M | ||
| Q2 25 | $178.2M | $539.3M | ||
| Q1 25 | $41.9M | $310.3M | ||
| Q4 24 | $102.9M | $460.3M | ||
| Q3 24 | $174.7M | $419.8M | ||
| Q2 24 | $150.4M | $144.2M |
自由现金流
PENN
PLTR
| Q1 26 | — | — | ||
| Q4 25 | $-83.2M | $764.0M | ||
| Q3 25 | $8.2M | $500.9M | ||
| Q2 25 | $18.8M | $531.6M | ||
| Q1 25 | $-83.3M | $304.1M | ||
| Q4 24 | $-118.1M | $457.2M | ||
| Q3 24 | $42.6M | $415.8M | ||
| Q2 24 | $62.2M | $141.3M |
自由现金流率
PENN
PLTR
| Q1 26 | — | — | ||
| Q4 25 | -4.6% | 54.3% | ||
| Q3 25 | 0.5% | 42.4% | ||
| Q2 25 | 1.1% | 53.0% | ||
| Q1 25 | -5.0% | 34.4% | ||
| Q4 24 | -7.1% | 55.3% | ||
| Q3 24 | 2.6% | 57.3% | ||
| Q2 24 | 3.7% | 20.8% |
资本支出强度
PENN
PLTR
| Q1 26 | 5.3% | — | ||
| Q4 25 | 10.5% | 0.9% | ||
| Q3 25 | 10.1% | 0.6% | ||
| Q2 25 | 9.0% | 0.8% | ||
| Q1 25 | 7.5% | 0.7% | ||
| Q4 24 | 13.2% | 0.4% | ||
| Q3 24 | 8.1% | 0.5% | ||
| Q2 24 | 5.3% | 0.4% |
现金转化率
PENN
PLTR
| Q1 26 | — | — | ||
| Q4 25 | — | 1.28× | ||
| Q3 25 | — | 1.07× | ||
| Q2 25 | — | 1.65× | ||
| Q1 25 | 0.37× | 1.45× | ||
| Q4 24 | — | 5.83× | ||
| Q3 24 | — | 2.92× | ||
| Q2 24 | — | 1.08× |
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
PENN
| Northeast segment (1) | $687.1M | 39% |
| Interactive (5) | $290.1M | 16% |
| South segment (2) | $288.3M | 16% |
| Midwest segment (4) | $282.9M | 16% |
| West segment (3) | $129.7M | 7% |
| Other | $101.0M | 6% |
PLTR
| Geographic Concentration Risk | $1.1B | 77% |
| Other | $330.4M | 23% |