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BITMINE IMMERSION TECHNOLOGIES, INC.（BMNR）与ROKU, INC（ROKU）财务数据对比。点击上方公司名可切换其他公司
ROKU, INC的季度营收约是BITMINE IMMERSION TECHNOLOGIES, INC.的113.1倍（$1.2B vs $11.0M），ROKU, INC净利率更高（-2.2% vs -34583.9%，领先34581.7%），BITMINE IMMERSION TECHNOLOGIES, INC.同比增速更快（627.6% vs -18.3%），过去两年BITMINE IMMERSION TECHNOLOGIES, INC.的营收复合增速更高（251.9% vs 13.6%）
该公司专注于研发和供应浸没式冷却解决方案，主要服务于高性能计算、加密货币矿机集群及数据中心场景。其产品可提升硬件运行效率，降低温控环节能耗，延长高功率计算设备使用寿命，帮助客户削减长期运营成本。
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。
BMNR vs ROKU — 直观对比
营收规模更大
ROKU
是对方的113.1倍
$11.0M
营收增速更快
BMNR
高出645.9%
-18.3%
净利率更高
ROKU
高出34581.7%
-34583.9%
两年增速更快
BMNR
近两年复合增速
13.6%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $11.0M | $1.2B |
| 净利润 | $-3.8B | $-27.4M |
| 毛利率 | 87.1% | 35.6% |
| 营业利润率 | -34784.7% | 59.7% |
| 净利率 | -34583.9% | -2.2% |
| 营收同比 | 627.6% | -18.3% |
| 净利润同比 | -330212.5% | -361.0% |
| 每股收益（稀释后） | $-8.40 | $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BMNRROKU
| Q1 26 | $11.0M | $1.2B | ||
| Q4 25 | $2.3M | $1.4B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $2.1M | $1.1B | ||
| Q1 25 | $1.5M | $1.0B | ||
| Q4 24 | $1.2M | $1.2B | ||
| Q3 24 | $682.4K | $1.1B | ||
| Q2 24 | $1.2M | $968.2M |
净利润BMNRROKU
| Q1 26 | $-3.8B | $-27.4M | ||
| Q4 25 | $-5.2B | $80.5M | ||
| Q3 25 | — | $24.8M | ||
| Q2 25 | $-622.8K | $10.5M | ||
| Q1 25 | $-1.2M | $-27.4M | ||
| Q4 24 | $-974.0K | $-35.5M | ||
| Q3 24 | — | $-9.0M | ||
| Q2 24 | $-654.2K | $-34.0M |
毛利率BMNRROKU
| Q1 26 | 87.1% | 35.6% | ||
| Q4 25 | 55.3% | 43.5% | ||
| Q3 25 | — | 43.4% | ||
| Q2 25 | 23.9% | 44.8% | ||
| Q1 25 | 20.1% | 43.6% | ||
| Q4 24 | 10.0% | 42.7% | ||
| Q3 24 | 16.4% | 45.2% | ||
| Q2 24 | 18.1% | 43.9% |
营业利润率BMNRROKU
| Q1 26 | -34784.7% | 59.7% | ||
| Q4 25 | -238564.8% | 4.7% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | -22.8% | -2.1% | ||
| Q1 25 | -60.2% | -5.7% | ||
| Q4 24 | -73.6% | -3.3% | ||
| Q3 24 | — | -3.4% | ||
| Q2 24 | -43.6% | -7.4% |
净利率BMNRROKU
| Q1 26 | -34583.9% | -2.2% | ||
| Q4 25 | -226955.7% | 5.8% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | -30.4% | 0.9% | ||
| Q1 25 | -76.2% | -2.7% | ||
| Q4 24 | -81.1% | -3.0% | ||
| Q3 24 | — | -0.9% | ||
| Q2 24 | -53.4% | -3.5% |
每股收益（稀释后）BMNRROKU
| Q1 26 | $-8.40 | $0.57 | ||
| Q4 25 | $-15.98 | $0.55 | ||
| Q3 25 | — | $0.16 | ||
| Q2 25 | $-0.31 | $0.07 | ||
| Q1 25 | $-0.58 | $-0.19 | ||
| Q4 24 | $-1.66 | $-0.24 | ||
| Q3 24 | — | $-0.06 | ||
| Q2 24 | $-0.26 | $-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 | $879.6M | $2.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $9.9B | $2.7B |
| 总资产 | $9.9B | $4.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资BMNRROKU
| Q1 26 | $879.6M | $2.4B | ||
| Q4 25 | $887.7M | $2.3B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | $1.5M | $2.3B | ||
| Q1 25 | $483.0K | $2.3B | ||
| Q4 24 | $797.3K | $2.2B | ||
| Q3 24 | $499.0K | $2.1B | ||
| Q2 24 | — | $2.1B |
股东权益BMNRROKU
| Q1 26 | $9.9B | $2.7B | ||
| Q4 25 | $11.3B | $2.7B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | $2.9M | $2.6B | ||
| Q1 25 | $2.9M | $2.5B | ||
| Q4 24 | $3.8M | $2.5B | ||
| Q3 24 | $4.1M | $2.5B | ||
| Q2 24 | $4.6M | $2.4B |
总资产BMNRROKU
| Q1 26 | $9.9B | $4.4B | ||
| Q4 25 | $11.5B | $4.4B | ||
| Q3 25 | — | $4.4B | ||
| Q2 25 | $8.3M | $4.3B | ||
| Q1 25 | $7.5M | $4.2B | ||
| Q4 24 | $7.9M | $4.3B | ||
| Q3 24 | $7.3M | $4.3B | ||
| Q2 24 | $8.2M | $4.1B |
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 | $-88.2M | $199.1M |
| 自由现金流经营现金流 - 资本支出 | — | $298.4M |
| 自由现金流率自由现金流/营收 | — | 23.9% |
| 资本支出强度资本支出/营收 | 0.0% | — |
| 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 | — | $640.0M |
8季度趋势，按日历期对齐
经营现金流BMNRROKU
| Q1 26 | $-88.2M | $199.1M | ||
| Q4 25 | $-228.4M | $107.7M | ||
| Q3 25 | — | $127.6M | ||
| Q2 25 | $1.7M | $109.7M | ||
| Q1 25 | $-215.0K | $138.7M | ||
| Q4 24 | $-96.0K | $79.3M | ||
| Q3 24 | $-30.0K | $68.7M | ||
| Q2 24 | $-42.7K | $23.4M |
自由现金流BMNRROKU
| Q1 26 | — | $298.4M | ||
| Q4 25 | $-228.7M | $106.6M | ||
| Q3 25 | — | $126.5M | ||
| Q2 25 | — | $108.6M | ||
| Q1 25 | — | $136.8M | ||
| Q4 24 | $-114.0K | $76.8M | ||
| Q3 24 | $-106.0K | $67.6M | ||
| Q2 24 | $-61.3K | $22.5M |
自由现金流率BMNRROKU
| Q1 26 | — | 23.9% | ||
| Q4 25 | -9975.2% | 7.6% | ||
| Q3 25 | — | 10.4% | ||
| Q2 25 | — | 9.8% | ||
| Q1 25 | — | 13.4% | ||
| Q4 24 | -9.5% | 6.4% | ||
| Q3 24 | -15.5% | 6.4% | ||
| Q2 24 | -5.0% | 2.3% |
资本支出强度BMNRROKU
| Q1 26 | 0.0% | — | ||
| Q4 25 | 16.4% | 0.1% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | 0.0% | 0.1% | ||
| Q1 25 | 0.0% | 0.2% | ||
| Q4 24 | 1.5% | 0.2% | ||
| Q3 24 | 11.1% | 0.1% | ||
| Q2 24 | 1.5% | 0.1% |
现金转化率BMNRROKU
| Q1 26 | — | — | ||
| Q4 25 | — | 1.34× | ||
| Q3 25 | — | 5.14× | ||
| Q2 25 | — | 10.45× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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
BMNR
暂无分部数据
ROKU
| Advertising | $612.7M | 49% |
| Subscriptions | $518.5M | 42% |
| Devices | $117.6M | 9% |
