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Dave & Buster's Entertainment, Inc.（PLAY）与Rackspace Technology, Inc.（RXT）财务数据对比。点击上方公司名可切换其他公司
Rackspace Technology, Inc.的季度营收约是Dave & Buster's Entertainment, Inc.的1.5倍（$682.8M vs $448.2M），Rackspace Technology, Inc.净利率更高（-4.8% vs -9.4%，领先4.6%），Rackspace Technology, Inc.同比增速更快（-0.4% vs -1.1%），Rackspace Technology, Inc.自由现金流更多（$56.0M vs $-20.6M），过去两年Rackspace Technology, Inc.的营收复合增速更高（-0.6% vs -13.5%）
戴夫与巴斯特娱乐是总部位于美国达拉斯的餐饮娱乐企业，旗下每家门店都配备全套服务餐厅、酒吧以及名为“百万美元 midway”的游戏游乐区。截至2024年2月，该公司共开设162家门店，其中美国本土158家，波多黎各和加拿大各设2家门店，主打餐饮与休闲娱乐融合的消费体验。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业，在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处，数据中心分布于全球多个主要城市，为客户提供专业的云计算相关服务。
PLAY vs RXT — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $448.2M | $682.8M |
| 净利润 | $-42.1M | $-32.7M |
| 毛利率 | 85.8% | 17.6% |
| 营业利润率 | -3.6% | -0.5% |
| 净利率 | -9.4% | -4.8% |
| 营收同比 | -1.1% | -0.4% |
| 净利润同比 | -28.7% | 41.6% |
| 每股收益（稀释后） | $-1.22 | $-0.13 |
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
| Q4 25 | $448.2M | $682.8M | ||
| Q3 25 | $557.4M | $671.2M | ||
| Q2 25 | $567.7M | $666.3M | ||
| Q1 25 | $534.5M | $665.4M | ||
| Q4 24 | $453.0M | $685.6M | ||
| Q3 24 | $557.1M | $675.8M | ||
| Q2 24 | $588.1M | $684.9M | ||
| Q1 24 | $599.0M | $690.8M |
| Q4 25 | $-42.1M | $-32.7M | ||
| Q3 25 | $11.4M | $-67.1M | ||
| Q2 25 | $21.7M | $-54.5M | ||
| Q1 25 | $9.3M | $-71.5M | ||
| Q4 24 | $-32.7M | $-56.0M | ||
| Q3 24 | $40.3M | $-186.6M | ||
| Q2 24 | $41.4M | $25.0M | ||
| Q1 24 | $36.1M | $-640.6M |
| Q4 25 | 85.8% | 17.6% | ||
| Q3 25 | 86.3% | 19.4% | ||
| Q2 25 | 85.5% | 19.4% | ||
| Q1 25 | 85.5% | 19.1% | ||
| Q4 24 | 85.0% | 19.2% | ||
| Q3 24 | 85.3% | 20.3% | ||
| Q2 24 | 85.2% | 19.2% | ||
| Q1 24 | 84.1% | 19.2% |
| Q4 25 | -3.6% | -0.5% | ||
| Q3 25 | 9.5% | -5.1% | ||
| Q2 25 | 11.1% | -3.8% | ||
| Q1 25 | 8.3% | -5.8% | ||
| Q4 24 | 1.4% | -4.2% | ||
| Q3 24 | 15.2% | -25.7% | ||
| Q2 24 | 14.5% | -7.9% | ||
| Q1 24 | 14.9% | -94.5% |
| Q4 25 | -9.4% | -4.8% | ||
| Q3 25 | 2.0% | -10.0% | ||
| Q2 25 | 3.8% | -8.2% | ||
| Q1 25 | 1.7% | -10.7% | ||
| Q4 24 | -7.2% | -8.2% | ||
| Q3 24 | 7.2% | -27.6% | ||
| Q2 24 | 7.0% | 3.7% | ||
| Q1 24 | 6.0% | -92.7% |
| Q4 25 | $-1.22 | $-0.13 | ||
| Q3 25 | $0.32 | $-0.28 | ||
| Q2 25 | $0.62 | $-0.23 | ||
| Q1 25 | $0.32 | $-0.31 | ||
| Q4 24 | $-0.84 | $-0.20 | ||
| Q3 24 | $0.99 | $-0.82 | ||
| Q2 24 | $0.99 | $0.11 | ||
| Q1 24 | $0.95 | $-2.91 |
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 | $13.6M | $105.8M |
| 总债务越低越好 | $1.6B | $2.7B |
| 股东权益账面价值 | $130.8M | $-1.2B |
| 总资产 | $4.1B | $2.8B |
| 负债/权益比越低杠杆越低 | 12.17× | — |
8季度趋势，按日历期对齐
| Q4 25 | $13.6M | $105.8M | ||
| Q3 25 | $12.0M | $99.5M | ||
| Q2 25 | $11.9M | $103.9M | ||
| Q1 25 | $6.9M | $128.0M | ||
| Q4 24 | $8.6M | $144.0M | ||
| Q3 24 | $13.1M | $157.1M | ||
| Q2 24 | $32.1M | $190.2M | ||
| Q1 24 | $37.3M | $282.6M |
| Q4 25 | $1.6B | $2.7B | ||
| Q3 25 | $1.6B | $2.8B | ||
| Q2 25 | $1.6B | $2.8B | ||
| Q1 25 | $1.5B | $2.8B | ||
| Q4 24 | $1.5B | $2.8B | ||
| Q3 24 | $1.3B | $2.8B | ||
| Q2 24 | $1.3B | $2.9B | ||
| Q1 24 | $1.3B | $3.0B |
| Q4 25 | $130.8M | $-1.2B | ||
| Q3 25 | $166.2M | $-1.2B | ||
| Q2 25 | $146.8M | $-1.1B | ||
| Q1 25 | $145.8M | $-1.1B | ||
| Q4 24 | $226.6M | $-1.0B | ||
| Q3 24 | $284.4M | $-949.7M | ||
| Q2 24 | $292.5M | $-756.2M | ||
| Q1 24 | $251.2M | $-787.2M |
| Q4 25 | $4.1B | $2.8B | ||
| Q3 25 | $4.1B | $2.8B | ||
| Q2 25 | $4.1B | $2.9B | ||
| Q1 25 | $4.0B | $3.0B | ||
| Q4 24 | $3.9B | $3.1B | ||
| Q3 24 | $3.8B | $3.1B | ||
| Q2 24 | $3.8B | $3.4B | ||
| Q1 24 | $3.8B | $3.5B |
| Q4 25 | 12.17× | — | ||
| Q3 25 | 9.57× | — | ||
| Q2 25 | 10.98× | — | ||
| Q1 25 | 10.45× | — | ||
| Q4 24 | 6.58× | — | ||
| Q3 24 | 4.72× | — | ||
| Q2 24 | 4.58× | — | ||
| Q1 24 | 5.33× | — |
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 | $58.0M | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $-20.6M | $56.0M |
| 自由现金流率自由现金流/营收 | -4.6% | 8.2% |
| 资本支出强度资本支出/营收 | 17.5% | 0.5% |
| 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 | $-195.6M | $90.6M |
8季度趋势，按日历期对齐
| Q4 25 | $58.0M | $59.7M | ||
| Q3 25 | $34.0M | $70.7M | ||
| Q2 25 | $95.8M | $8.4M | ||
| Q1 25 | $108.9M | $12.6M | ||
| Q4 24 | $-7.2M | $54.3M | ||
| Q3 24 | $101.8M | $51.8M | ||
| Q2 24 | $108.8M | $24.1M | ||
| Q1 24 | $97.2M | $-90.3M |
| Q4 25 | $-20.6M | $56.0M | ||
| Q3 25 | $-55.2M | $42.7M | ||
| Q2 25 | $-58.8M | $-12.4M | ||
| Q1 25 | $-61.0M | $4.3M | ||
| Q4 24 | $-138.4M | $34.4M | ||
| Q3 24 | $-14.3M | $27.3M | ||
| Q2 24 | $-4.2M | $-14.5M | ||
| Q1 24 | $-25.4M | $-118.4M |
| Q4 25 | -4.6% | 8.2% | ||
| Q3 25 | -9.9% | 6.4% | ||
| Q2 25 | -10.4% | -1.9% | ||
| Q1 25 | -11.4% | 0.6% | ||
| Q4 24 | -30.6% | 5.0% | ||
| Q3 24 | -2.6% | 4.0% | ||
| Q2 24 | -0.7% | -2.1% | ||
| Q1 24 | -4.2% | -17.1% |
| Q4 25 | 17.5% | 0.5% | ||
| Q3 25 | 16.0% | 4.2% | ||
| Q2 25 | 27.2% | 3.1% | ||
| Q1 25 | 31.8% | 1.2% | ||
| Q4 24 | 29.0% | 2.9% | ||
| Q3 24 | 20.8% | 3.6% | ||
| Q2 24 | 19.2% | 5.6% | ||
| Q1 24 | 20.5% | 4.1% |
| Q4 25 | — | — | ||
| Q3 25 | 2.98× | — | ||
| Q2 25 | 4.41× | — | ||
| Q1 25 | 11.71× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.53× | — | ||
| Q2 24 | 2.63× | 0.96× | ||
| Q1 24 | 2.69× | — |
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
PLAY
| Game Play Credit Usage | $273.1M | 61% |
| Food And Nonalcoholic Beverages | $115.1M | 26% |
| Alcoholic Beverage | $53.7M | 12% |
| Other Entertainment | $6.3M | 1% |
| Gift Card Revenue | $3.5M | 1% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
