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ANTERO RESOURCES Corp（AR）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ANTERO RESOURCES Corp的1.0倍（$1.4B vs $1.4B），罗布乐思同比增速更快（43.2% vs -30.5%），罗布乐思自由现金流更多（$308.6M vs $235.6M），过去两年罗布乐思的营收复合增速更高（32.9% vs 17.6%）
Antero Resources Corporation是一家美国油气勘探企业，注册地为特拉华州，总部设于科罗拉多州丹佛市。公司全部油气储量均位于阿巴拉契亚盆地，采用水力压裂技术开展开采作业，深耕北美本土油气资源开发领域。
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。
AR vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.0倍
$1.4B
营收增速更快
RBLX
高出73.7%
-30.5%
自由现金流更多
RBLX
多$73.0M
$235.6M
两年增速更快
RBLX
近两年复合增速
17.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.4B |
| 净利润 | — | $-316.0M |
| 毛利率 | — | 77.7% |
| 营业利润率 | 20.1% | -25.3% |
| 净利率 | — | -22.3% |
| 营收同比 | -30.5% | 43.2% |
| 净利润同比 | — | -43.9% |
| 每股收益（稀释后） | $0.66 | $-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ARRBLX
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | $1.4B | $1.0B | ||
| Q4 24 | $1.2B | $988.2M | ||
| Q3 24 | $1.1B | $919.0M | ||
| Q2 24 | $978.7M | $893.5M |
净利润ARRBLX
| Q1 26 | — | — | ||
| Q4 25 | $202.9M | $-316.0M | ||
| Q3 25 | $85.6M | $-255.6M | ||
| Q2 25 | $166.6M | $-278.4M | ||
| Q1 25 | $219.5M | $-215.1M | ||
| Q4 24 | $158.8M | $-219.6M | ||
| Q3 24 | $-25.2M | $-239.3M | ||
| Q2 24 | $-74.6M | $-205.9M |
毛利率ARRBLX
| Q1 26 | — | — | ||
| Q4 25 | — | 77.7% | ||
| Q3 25 | — | 78.2% | ||
| Q2 25 | — | 78.2% | ||
| Q1 25 | — | 78.3% | ||
| Q4 24 | — | 77.9% | ||
| Q3 24 | — | 77.7% | ||
| Q2 24 | — | 77.8% |
营业利润率ARRBLX
| Q1 26 | 20.1% | — | ||
| Q4 25 | 20.5% | -25.3% | ||
| Q3 25 | 9.7% | -21.8% | ||
| Q2 25 | 15.8% | -29.8% | ||
| Q1 25 | 20.1% | -24.6% | ||
| Q4 24 | 4.9% | -24.7% | ||
| Q3 24 | -2.4% | -30.4% | ||
| Q2 24 | -8.2% | -26.6% |
净利率ARRBLX
| Q1 26 | — | — | ||
| Q4 25 | 14.4% | -22.3% | ||
| Q3 25 | 7.1% | -18.8% | ||
| Q2 25 | 12.8% | -25.8% | ||
| Q1 25 | 16.2% | -20.8% | ||
| Q4 24 | 13.6% | -22.2% | ||
| Q3 24 | -2.4% | -26.0% | ||
| Q2 24 | -7.6% | -23.0% |
每股收益（稀释后）ARRBLX
| Q1 26 | $0.66 | — | ||
| Q4 25 | $0.63 | $-0.44 | ||
| Q3 25 | $0.24 | $-0.37 | ||
| Q2 25 | $0.50 | $-0.41 | ||
| Q1 25 | $0.66 | $-0.32 | ||
| Q4 24 | $0.48 | $-0.32 | ||
| Q3 24 | $-0.11 | $-0.37 | ||
| Q2 24 | $-0.26 | $-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 | — | $3.1B |
| 总债务越低越好 | $1.4B | $1.2B |
| 股东权益账面价值 | $7.6B | $394.5M |
| 总资产 | $13.2B | $9.6B |
| 负债/权益比越低杠杆越低 | 0.19× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资ARRBLX
| Q1 26 | — | — | ||
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.4B |
总债务ARRBLX
| Q1 26 | $1.4B | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ARRBLX
| Q1 26 | $7.6B | — | ||
| Q4 25 | $7.6B | $394.5M | ||
| Q3 25 | $7.3B | $407.6M | ||
| Q2 25 | $7.3B | $353.2M | ||
| Q1 25 | $7.2B | $310.7M | ||
| Q4 24 | $7.0B | $221.4M | ||
| Q3 24 | $7.0B | $189.9M | ||
| Q2 24 | $7.0B | $121.5M |
总资产ARRBLX
| Q1 26 | $13.2B | — | ||
| Q4 25 | $13.2B | $9.6B | ||
| Q3 25 | $12.9B | $8.6B | ||
| Q2 25 | $12.8B | $7.8B | ||
| Q1 25 | $13.0B | $7.5B | ||
| Q4 24 | $13.0B | $7.2B | ||
| Q3 24 | $13.2B | $6.7B | ||
| Q2 24 | $13.4B | $6.5B |
负债/权益比ARRBLX
| Q1 26 | 0.19× | — | ||
| 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 | $457.7M | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $235.6M | $308.6M |
| 自由现金流率自由现金流/营收 | 17.4% | 21.8% |
| 资本支出强度资本支出/营收 | — | 21.1% |
| 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 | — | $1.4B |
8季度趋势，按日历期对齐
经营现金流ARRBLX
| Q1 26 | $457.7M | — | ||
| Q4 25 | $370.7M | $607.0M | ||
| Q3 25 | $310.1M | $546.2M | ||
| Q2 25 | $492.4M | $199.3M | ||
| Q1 25 | $457.7M | $443.9M | ||
| Q4 24 | $278.0M | $184.5M | ||
| Q3 24 | $166.2M | $247.4M | ||
| Q2 24 | $143.5M | $151.4M |
自由现金流ARRBLX
| Q1 26 | $235.6M | — | ||
| Q4 25 | — | $308.6M | ||
| Q3 25 | — | $443.6M | ||
| Q2 25 | — | $176.7M | ||
| Q1 25 | — | $426.5M | ||
| Q4 24 | — | $120.6M | ||
| Q3 24 | — | $218.0M | ||
| Q2 24 | — | $111.7M |
自由现金流率ARRBLX
| Q1 26 | 17.4% | — | ||
| Q4 25 | — | 21.8% | ||
| Q3 25 | — | 32.6% | ||
| Q2 25 | — | 16.3% | ||
| Q1 25 | — | 41.2% | ||
| Q4 24 | — | 12.2% | ||
| Q3 24 | — | 23.7% | ||
| Q2 24 | — | 12.5% |
资本支出强度ARRBLX
| Q1 26 | — | — | ||
| Q4 25 | — | 21.1% | ||
| Q3 25 | — | 7.5% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 6.5% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 4.4% |
现金转化率ARRBLX
| Q1 26 | — | — | ||
| Q4 25 | 1.83× | — | ||
| Q3 25 | 3.62× | — | ||
| Q2 25 | 2.96× | — | ||
| Q1 25 | 2.09× | — | ||
| Q4 24 | 1.75× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
AR
| Natural gas sales | $780.0M | 58% |
| Natural gas liquids sales | $561.4M | 42% |
| Oil sales | $50.3M | 4% |
| Other revenue and income | $818.0K | 0% |
RBLX
暂无分部数据
