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BRUNSWICK CORP（BC）与ROKU, INC（ROKU）财务数据对比。点击上方公司名可切换其他公司
BRUNSWICK CORP的季度营收约是ROKU, INC的1.1倍（$1.4B vs $1.2B），BRUNSWICK CORP净利率更高（1.5% vs -2.2%，领先3.7%），BRUNSWICK CORP同比增速更快（17.3% vs -18.3%），ROKU, INC自由现金流更多（$298.4M vs $-116.8M），过去两年ROKU, INC的营收复合增速更高（13.6% vs -2.3%）
美国Brunswick公司创立于1845年，专注于多品类产品的研发、生产与营销，旗下拥有知名海事品牌水星海事（Mercury Marine）等多个品牌。目前集团在24个国家拥有超1.3万名员工，2024年销售额达52亿美元，全球总部位于伊利诺伊州芝加哥北郊的梅塔瓦。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
BC vs ROKU — 直观对比
营收规模更大
BC
是对方的1.1倍
$1.2B
营收增速更快
BC
高出35.6%
-18.3%
净利率更高
BC
高出3.7%
-2.2%
自由现金流更多
ROKU
多$415.2M
$-116.8M
两年增速更快
ROKU
近两年复合增速
-2.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.2B |
| 净利润 | $21.0M | $-27.4M |
| 毛利率 | 24.9% | 35.6% |
| 营业利润率 | 3.6% | 59.7% |
| 净利率 | 1.5% | -2.2% |
| 营收同比 | 17.3% | -18.3% |
| 净利润同比 | — | -361.0% |
| 每股收益（稀释后） | $0.32 | $0.57 |
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BCROKU
| Q1 26 | $1.4B | $1.2B | ||
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.4B | $1.1B | ||
| Q1 25 | $1.2B | $1.0B | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.4B | $968.2M |
净利润BCROKU
| Q1 26 | $21.0M | $-27.4M | ||
| Q4 25 | $18.7M | $80.5M | ||
| Q3 25 | $-235.5M | $24.8M | ||
| Q2 25 | $59.3M | $10.5M | ||
| Q1 25 | $20.2M | $-27.4M | ||
| Q4 24 | $-82.5M | $-35.5M | ||
| Q3 24 | $44.6M | $-9.0M | ||
| Q2 24 | $100.0M | $-34.0M |
毛利率BCROKU
| Q1 26 | 24.9% | 35.6% | ||
| Q4 25 | 23.1% | 43.5% | ||
| Q3 25 | 25.8% | 43.4% | ||
| Q2 25 | 25.5% | 44.8% | ||
| Q1 25 | 24.9% | 43.6% | ||
| Q4 24 | 21.9% | 42.7% | ||
| Q3 24 | 26.2% | 45.2% | ||
| Q2 24 | 27.1% | 43.9% |
营业利润率BCROKU
| Q1 26 | 3.6% | 59.7% | ||
| Q4 25 | 3.1% | 4.7% | ||
| Q3 25 | -17.8% | 0.8% | ||
| Q2 25 | 7.1% | -2.1% | ||
| Q1 25 | 4.6% | -5.7% | ||
| Q4 24 | -4.8% | -3.3% | ||
| Q3 24 | 7.7% | -3.4% | ||
| Q2 24 | 11.0% | -7.4% |
净利率BCROKU
| Q1 26 | 1.5% | -2.2% | ||
| Q4 25 | 1.4% | 5.8% | ||
| Q3 25 | -17.3% | 2.0% | ||
| Q2 25 | 4.1% | 0.9% | ||
| Q1 25 | 1.7% | -2.7% | ||
| Q4 24 | -7.1% | -3.0% | ||
| Q3 24 | 3.5% | -0.9% | ||
| Q2 24 | 6.9% | -3.5% |
每股收益（稀释后）BCROKU
| Q1 26 | $0.32 | $0.57 | ||
| Q4 25 | $0.32 | $0.55 | ||
| Q3 25 | $-3.59 | $0.16 | ||
| Q2 25 | $0.89 | $0.07 | ||
| Q1 25 | $0.30 | $-0.19 | ||
| Q4 24 | $-1.21 | $-0.24 | ||
| Q3 24 | $0.67 | $-0.06 | ||
| Q2 24 | $1.48 | $-0.24 |
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 | $277.8M | $2.4B |
| 总债务越低越好 | $490.2M | — |
| 股东权益账面价值 | $1.6B | $2.7B |
| 总资产 | $5.5B | $4.4B |
| 负债/权益比越低杠杆越低 | 0.31× | — |
8季度趋势，按日历期对齐
现金及短期投资BCROKU
| Q1 26 | $277.8M | $2.4B | ||
| Q4 25 | $256.8M | $2.3B | ||
| Q3 25 | $297.7M | $2.3B | ||
| Q2 25 | $315.7M | $2.3B | ||
| Q1 25 | $286.7M | $2.3B | ||
| Q4 24 | $269.0M | $2.2B | ||
| Q3 24 | $284.1M | $2.1B | ||
| Q2 24 | $494.5M | $2.1B |
总债务BCROKU
| Q1 26 | $490.2M | — | ||
| Q4 25 | $2.1B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BCROKU
| Q1 26 | $1.6B | $2.7B | ||
| Q4 25 | $1.6B | $2.7B | ||
| Q3 25 | $1.6B | $2.6B | ||
| Q2 25 | $1.9B | $2.6B | ||
| Q1 25 | $1.9B | $2.5B | ||
| Q4 24 | $1.9B | $2.5B | ||
| Q3 24 | $2.0B | $2.5B | ||
| Q2 24 | $2.0B | $2.4B |
总资产BCROKU
| Q1 26 | $5.5B | $4.4B | ||
| Q4 25 | $5.3B | $4.4B | ||
| Q3 25 | $5.4B | $4.4B | ||
| Q2 25 | $5.8B | $4.3B | ||
| Q1 25 | $5.9B | $4.2B | ||
| Q4 24 | $5.7B | $4.3B | ||
| Q3 24 | $6.0B | $4.3B | ||
| Q2 24 | $6.4B | $4.1B |
负债/权益比BCROKU
| Q1 26 | 0.31× | — | ||
| Q4 25 | 1.30× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.25× | — | ||
| 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 | — | $199.1M |
| 自由现金流经营现金流 - 资本支出 | $-116.8M | $298.4M |
| 自由现金流率自由现金流/营收 | -8.5% | 23.9% |
| 资本支出强度资本支出/营收 | 4.2% | — |
| 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 | $344.6M | $640.0M |
8季度趋势，按日历期对齐
经营现金流BCROKU
| Q1 26 | — | $199.1M | ||
| Q4 25 | $132.9M | $107.7M | ||
| Q3 25 | $140.4M | $127.6M | ||
| Q2 25 | $316.2M | $109.7M | ||
| Q1 25 | $-27.4M | $138.7M | ||
| Q4 24 | $306.4M | $79.3M | ||
| Q3 24 | $67.4M | $68.7M | ||
| Q2 24 | $211.0M | $23.4M |
自由现金流BCROKU
| Q1 26 | $-116.8M | $298.4M | ||
| Q4 25 | $83.6M | $106.6M | ||
| Q3 25 | $106.5M | $126.5M | ||
| Q2 25 | $271.3M | $108.6M | ||
| Q1 25 | $-65.1M | $136.8M | ||
| Q4 24 | $276.1M | $76.8M | ||
| Q3 24 | $31.4M | $67.6M | ||
| Q2 24 | $163.9M | $22.5M |
自由现金流率BCROKU
| Q1 26 | -8.5% | 23.9% | ||
| Q4 25 | 6.3% | 7.6% | ||
| Q3 25 | 7.8% | 10.4% | ||
| Q2 25 | 18.7% | 9.8% | ||
| Q1 25 | -5.3% | 13.4% | ||
| Q4 24 | 23.9% | 6.4% | ||
| Q3 24 | 2.5% | 6.4% | ||
| Q2 24 | 11.4% | 2.3% |
资本支出强度BCROKU
| Q1 26 | 4.2% | — | ||
| Q4 25 | 3.7% | 0.1% | ||
| Q3 25 | 2.5% | 0.1% | ||
| Q2 25 | 3.1% | 0.1% | ||
| Q1 25 | 3.1% | 0.2% | ||
| Q4 24 | 2.6% | 0.2% | ||
| Q3 24 | 2.8% | 0.1% | ||
| Q2 24 | 3.3% | 0.1% |
现金转化率BCROKU
| Q1 26 | — | — | ||
| Q4 25 | 7.11× | 1.34× | ||
| Q3 25 | — | 5.14× | ||
| Q2 25 | 5.33× | 10.45× | ||
| Q1 25 | -1.36× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.51× | — | ||
| Q2 24 | 2.11× | — |
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
BC
暂无分部数据
ROKU
| Advertising | $612.7M | 49% |
| Subscriptions | $518.5M | 42% |
| Devices | $117.6M | 9% |
