vs
布林克公司（BCO）与罗宾汉（HOOD）财务数据对比。点击上方公司名可切换其他公司
布林克公司的季度营收约是罗宾汉的1.5倍（$1.4B vs $927.0M），罗宾汉净利率更高（36.2% vs 4.9%，领先31.3%），布林克公司同比增速更快（9.1% vs -27.7%），过去两年罗宾汉的营收复合增速更高（16.6% vs 5.6%）
布林克公司是总部位于美国弗吉尼亚州里士满的现金处理服务企业，业务范围涵盖武装押运、ATM机加钞与维护，还提供金库外包、货币处理、智能保险柜服务、贵重物品国际运输等现金管理与支付相关解决方案。
罗宾汉市场（Robinhood Markets, Inc.）是总部位于美国加利福尼亚州门洛帕克的金融服务企业，旗下电子交易平台支持股票、ETF、期权、期货、加密货币等品类交易，还提供加密货币钱包、财富管理、信用卡等金融服务，部分银行服务与FDIC投保银行合作推出，同时运营新闻网站Sherwood.News。
BCO vs HOOD — 直观对比
营收规模更大
BCO
是对方的1.5倍
$927.0M
营收增速更快
BCO
高出36.8%
-27.7%
净利率更高
HOOD
高出31.3%
4.9%
两年增速更快
HOOD
近两年复合增速
5.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $927.0M |
| 净利润 | $68.1M | $336.0M |
| 毛利率 | 27.7% | — |
| 营业利润率 | 13.1% | — |
| 净利率 | 4.9% | 36.2% |
| 营收同比 | 9.1% | -27.7% |
| 净利润同比 | 76.9% | -2.9% |
| 每股收益（稀释后） | $1.62 | $336.00 |
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BCOHOOD
| Q1 26 | — | $927.0M | ||
| Q4 25 | $1.4B | $1.3B | ||
| Q3 25 | $1.3B | $1.3B | ||
| Q2 25 | $1.3B | $989.0M | ||
| Q1 25 | $1.2B | $927.0M | ||
| Q4 24 | $1.3B | $1.0B | ||
| Q3 24 | $1.3B | $637.0M | ||
| Q2 24 | $1.3B | $682.0M |
净利润BCOHOOD
| Q1 26 | — | $336.0M | ||
| Q4 25 | $68.1M | $605.0M | ||
| Q3 25 | $36.3M | $556.0M | ||
| Q2 25 | $43.7M | $386.0M | ||
| Q1 25 | $51.6M | $336.0M | ||
| Q4 24 | $38.5M | $916.0M | ||
| Q3 24 | $28.9M | $150.0M | ||
| Q2 24 | $46.2M | $188.0M |
毛利率BCOHOOD
| Q1 26 | — | — | ||
| Q4 25 | 27.7% | — | ||
| Q3 25 | 25.8% | — | ||
| Q2 25 | 24.9% | — | ||
| Q1 25 | 24.6% | — | ||
| Q4 24 | 26.1% | — | ||
| Q3 24 | 25.0% | — | ||
| Q2 24 | 25.2% | — |
营业利润率BCOHOOD
| Q1 26 | — | — | ||
| Q4 25 | 13.1% | 51.5% | ||
| Q3 25 | 11.4% | 49.8% | ||
| Q2 25 | 10.3% | 44.7% | ||
| Q1 25 | 9.6% | 40.0% | ||
| Q4 24 | 8.3% | 55.0% | ||
| Q3 24 | 8.9% | 24.0% | ||
| Q2 24 | 9.3% | 28.0% |
净利率BCOHOOD
| Q1 26 | — | 36.2% | ||
| Q4 25 | 4.9% | 47.2% | ||
| Q3 25 | 2.7% | 43.6% | ||
| Q2 25 | 3.4% | 39.0% | ||
| Q1 25 | 4.1% | 36.2% | ||
| Q4 24 | 3.0% | 90.3% | ||
| Q3 24 | 2.3% | 23.5% | ||
| Q2 24 | 3.7% | 27.6% |
每股收益（稀释后）BCOHOOD
| Q1 26 | — | $336.00 | ||
| Q4 25 | $1.62 | $0.65 | ||
| Q3 25 | $0.86 | $0.61 | ||
| Q2 25 | $1.03 | $0.42 | ||
| Q1 25 | $1.18 | $0.37 | ||
| Q4 24 | $0.87 | $1.00 | ||
| Q3 24 | $0.65 | $0.17 | ||
| Q2 24 | $1.02 | $0.21 |
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 | $1.7B | $4.3B |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $277.7M | $9.2B |
| 总资产 | $7.3B | $38.1B |
| 负债/权益比越低杠杆越低 | 14.31× | — |
8季度趋势，按日历期对齐
现金及短期投资BCOHOOD
| Q1 26 | — | $4.3B | ||
| Q4 25 | $1.7B | $4.3B | ||
| Q3 25 | $1.3B | $4.3B | ||
| Q2 25 | $1.4B | $4.2B | ||
| Q1 25 | $1.2B | $4.4B | ||
| Q4 24 | $1.4B | $4.3B | ||
| Q3 24 | $1.2B | $4.6B | ||
| Q2 24 | $1.2B | $4.5B |
总债务BCOHOOD
| Q1 26 | — | — | ||
| Q4 25 | $4.0B | — | ||
| Q3 25 | $3.8B | — | ||
| Q2 25 | $3.9B | — | ||
| Q1 25 | $3.7B | — | ||
| Q4 24 | $3.7B | — | ||
| Q3 24 | $3.7B | — | ||
| Q2 24 | $3.6B | — |
股东权益BCOHOOD
| Q1 26 | — | $9.2B | ||
| Q4 25 | $277.7M | $9.2B | ||
| Q3 25 | $268.5M | $8.6B | ||
| Q2 25 | $254.6M | $8.1B | ||
| Q1 25 | $205.8M | $8.0B | ||
| Q4 24 | $184.9M | $8.0B | ||
| Q3 24 | $277.1M | $7.2B | ||
| Q2 24 | $320.5M | $7.1B |
总资产BCOHOOD
| Q1 26 | — | $38.1B | ||
| Q4 25 | $7.3B | $38.1B | ||
| Q3 25 | $7.0B | $41.5B | ||
| Q2 25 | $7.1B | $35.3B | ||
| Q1 25 | $6.6B | $27.5B | ||
| Q4 24 | $6.6B | $26.2B | ||
| Q3 24 | $6.7B | $43.2B | ||
| Q2 24 | $6.6B | $41.3B |
负债/权益比BCOHOOD
| Q1 26 | — | — | ||
| Q4 25 | 14.31× | — | ||
| Q3 25 | 14.05× | — | ||
| Q2 25 | 15.48× | — | ||
| Q1 25 | 18.19× | — | ||
| Q4 24 | 20.26× | — | ||
| Q3 24 | 13.39× | — | ||
| Q2 24 | 11.26× | — |
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 | — | $642.0M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 3.5% | — |
| 现金转化率经营现金流/净利润 | — | 1.91× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流BCOHOOD
| Q1 26 | — | $642.0M | ||
| Q4 25 | — | $-937.0M | ||
| Q3 25 | $122.1M | $-1.6B | ||
| Q2 25 | — | $3.5B | ||
| Q1 25 | $-60.2M | $642.0M | ||
| Q4 24 | $369.8M | $-1.4B | ||
| Q3 24 | $58.4M | $1.8B | ||
| Q2 24 | $-66.1M | $54.0M |
自由现金流BCOHOOD
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $77.4M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $-119.1M | — | ||
| Q4 24 | $307.2M | — | ||
| Q3 24 | $7.4M | — | ||
| Q2 24 | $-122.8M | — |
自由现金流率BCOHOOD
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 5.8% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -9.6% | — | ||
| Q4 24 | 24.3% | — | ||
| Q3 24 | 0.6% | — | ||
| Q2 24 | -9.8% | — |
资本支出强度BCOHOOD
| Q1 26 | — | — | ||
| Q4 25 | 3.5% | — | ||
| Q3 25 | 3.3% | — | ||
| Q2 25 | 4.0% | — | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 4.1% | — | ||
| Q2 24 | 4.5% | — |
现金转化率BCOHOOD
| Q1 26 | — | 1.91× | ||
| Q4 25 | — | -1.55× | ||
| Q3 25 | 3.36× | -2.83× | ||
| Q2 25 | — | 9.09× | ||
| Q1 25 | -1.17× | 1.91× | ||
| Q4 24 | 9.61× | -1.53× | ||
| Q3 24 | 2.02× | 12.08× | ||
| Q2 24 | -1.43× | 0.29× |
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
BCO
暂无分部数据
HOOD
| Transaction-based revenues | $583.0M | 63% |
| Other | $290.0M | 31% |
| Other revenues | $54.0M | 6% |
