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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）与罗布乐思（RBLX）财务数据对比。点击上方公司名可切换其他公司
罗布乐思的季度营收约是APPLIED INDUSTRIAL TECHNOLOGIES INC的1.1倍（$1.4B vs $1.3B），APPLIED INDUSTRIAL TECHNOLOGIES INC净利率更高（8.0% vs -22.3%，领先30.3%），罗布乐思同比增速更快（43.2% vs 7.3%），罗布乐思自由现金流更多（$308.6M vs $95.4M），过去两年罗布乐思的营收复合增速更高（32.9% vs 3.8%）
AIT（Applied Industrial Technologies Inc）是总部位于美国的全球化上市工业企业，主营轴承、动力传动产品、工程级流体动力组件及系统、特种流量控制产品等工业用品分销，同时为工业及流体动力应用场景提供工程设计、系统集成及定制化配套服务。
罗布乐思（Roblox Corporation）是总部位于美国加利福尼亚州圣马特奥的游戏企业，由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox，于2006年正式上线，截至2024年12月底全球员工规模已超2400人。
AIT vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.1倍
$1.3B
营收增速更快
RBLX
高出35.9%
7.3%
净利率更高
AIT
高出30.3%
-22.3%
自由现金流更多
RBLX
多$213.2M
$95.4M
两年增速更快
RBLX
近两年复合增速
3.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.4B |
| 净利润 | $99.8M | $-316.0M |
| 毛利率 | 30.4% | 77.7% |
| 营业利润率 | 11.0% | -25.3% |
| 净利率 | 8.0% | -22.3% |
| 营收同比 | 7.3% | 43.2% |
| 净利润同比 | -0.0% | -43.9% |
| 每股收益（稀释后） | $2.65 | $-0.44 |
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AITRBLX
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.2B | $1.0B | ||
| Q4 24 | $1.1B | $988.2M | ||
| Q3 24 | $1.1B | $919.0M | ||
| Q2 24 | $1.2B | $893.5M |
净利润AITRBLX
| Q1 26 | $99.8M | — | ||
| Q4 25 | $95.3M | $-316.0M | ||
| Q3 25 | $100.8M | $-255.6M | ||
| Q2 25 | $107.8M | $-278.4M | ||
| Q1 25 | $99.8M | $-215.1M | ||
| Q4 24 | $93.3M | $-219.6M | ||
| Q3 24 | $92.1M | $-239.3M | ||
| Q2 24 | $103.5M | $-205.9M |
毛利率AITRBLX
| Q1 26 | 30.4% | — | ||
| Q4 25 | 30.4% | 77.7% | ||
| Q3 25 | 30.1% | 78.2% | ||
| Q2 25 | 30.6% | 78.2% | ||
| Q1 25 | 30.5% | 78.3% | ||
| Q4 24 | 30.6% | 77.9% | ||
| Q3 24 | 29.6% | 77.7% | ||
| Q2 24 | 30.7% | 77.8% |
营业利润率AITRBLX
| Q1 26 | 11.0% | — | ||
| Q4 25 | 10.6% | -25.3% | ||
| Q3 25 | 10.8% | -21.8% | ||
| Q2 25 | 11.0% | -29.8% | ||
| Q1 25 | 11.1% | -24.6% | ||
| Q4 24 | 11.3% | -24.7% | ||
| Q3 24 | 10.3% | -30.4% | ||
| Q2 24 | 12.0% | -26.6% |
净利率AITRBLX
| Q1 26 | 8.0% | — | ||
| Q4 25 | 8.2% | -22.3% | ||
| Q3 25 | 8.4% | -18.8% | ||
| Q2 25 | 8.8% | -25.8% | ||
| Q1 25 | 8.6% | -20.8% | ||
| Q4 24 | 8.7% | -22.2% | ||
| Q3 24 | 8.4% | -26.0% | ||
| Q2 24 | 8.9% | -23.0% |
每股收益（稀释后）AITRBLX
| Q1 26 | $2.65 | — | ||
| Q4 25 | $2.51 | $-0.44 | ||
| Q3 25 | $2.63 | $-0.37 | ||
| Q2 25 | $2.80 | $-0.41 | ||
| Q1 25 | $2.57 | $-0.32 | ||
| Q4 24 | $2.39 | $-0.32 | ||
| Q3 24 | $2.36 | $-0.37 | ||
| Q2 24 | $2.64 | $-0.32 |
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 | $171.6M | $3.1B |
| 总债务越低越好 | $365.3M | $1.2B |
| 股东权益账面价值 | $1.9B | $394.5M |
| 总资产 | $3.0B | $9.6B |
| 负债/权益比越低杠杆越低 | 0.20× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资AITRBLX
| Q1 26 | $171.6M | — | ||
| Q4 25 | $406.0M | $3.1B | ||
| Q3 25 | $418.7M | $2.9B | ||
| Q2 25 | $388.4M | $2.6B | ||
| Q1 25 | $352.8M | $2.7B | ||
| Q4 24 | $303.4M | $2.4B | ||
| Q3 24 | $538.5M | $2.3B | ||
| Q2 24 | $460.6M | $2.4B |
总债务AITRBLX
| Q1 26 | $365.3M | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AITRBLX
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.9B | $394.5M | ||
| Q3 25 | $1.9B | $407.6M | ||
| Q2 25 | $1.8B | $353.2M | ||
| Q1 25 | $1.8B | $310.7M | ||
| Q4 24 | $1.8B | $221.4M | ||
| Q3 24 | $1.8B | $189.9M | ||
| Q2 24 | $1.7B | $121.5M |
总资产AITRBLX
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.2B | $9.6B | ||
| Q3 25 | $3.2B | $8.6B | ||
| Q2 25 | $3.2B | $7.8B | ||
| Q1 25 | $3.1B | $7.5B | ||
| Q4 24 | $3.0B | $7.2B | ||
| Q3 24 | $3.0B | $6.7B | ||
| Q2 24 | $3.0B | $6.5B |
负债/权益比AITRBLX
| Q1 26 | 0.20× | — | ||
| Q4 25 | — | 2.98× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 5.48× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $319.1M | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $95.4M | $308.6M |
| 自由现金流率自由现金流/营收 | 7.6% | 21.8% |
| 资本支出强度资本支出/营收 | 1.5% | 21.1% |
| 现金转化率经营现金流/净利润 | 3.20× | — |
| 过去12个月自由现金流最近4个季度 | $438.9M | $1.4B |
8季度趋势，按日历期对齐
经营现金流AITRBLX
| Q1 26 | $319.1M | — | ||
| Q4 25 | $99.7M | $607.0M | ||
| Q3 25 | $119.3M | $546.2M | ||
| Q2 25 | $147.0M | $199.3M | ||
| Q1 25 | $122.5M | $443.9M | ||
| Q4 24 | $95.1M | $184.5M | ||
| Q3 24 | $127.7M | $247.4M | ||
| Q2 24 | $119.2M | $151.4M |
自由现金流AITRBLX
| Q1 26 | $95.4M | — | ||
| Q4 25 | $93.4M | $308.6M | ||
| Q3 25 | $112.0M | $443.6M | ||
| Q2 25 | $138.2M | $176.7M | ||
| Q1 25 | $114.9M | $426.5M | ||
| Q4 24 | $89.9M | $120.6M | ||
| Q3 24 | $122.2M | $218.0M | ||
| Q2 24 | $111.7M | $111.7M |
自由现金流率AITRBLX
| Q1 26 | 7.6% | — | ||
| Q4 25 | 8.0% | 21.8% | ||
| Q3 25 | 9.3% | 32.6% | ||
| Q2 25 | 11.3% | 16.3% | ||
| Q1 25 | 9.8% | 41.2% | ||
| Q4 24 | 8.4% | 12.2% | ||
| Q3 24 | 11.1% | 23.7% | ||
| Q2 24 | 9.6% | 12.5% |
资本支出强度AITRBLX
| Q1 26 | 1.5% | — | ||
| Q4 25 | 0.5% | 21.1% | ||
| Q3 25 | 0.6% | 7.5% | ||
| Q2 25 | 0.7% | 2.1% | ||
| Q1 25 | 0.6% | 1.7% | ||
| Q4 24 | 0.5% | 6.5% | ||
| Q3 24 | 0.5% | 3.2% | ||
| Q2 24 | 0.6% | 4.4% |
现金转化率AITRBLX
| Q1 26 | 3.20× | — | ||
| Q4 25 | 1.05× | — | ||
| Q3 25 | 1.18× | — | ||
| Q2 25 | 1.36× | — | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 1.02× | — | ||
| Q3 24 | 1.39× | — | ||
| Q2 24 | 1.15× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
