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BWX Technologies, Inc.（BWXT）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BWX Technologies, Inc.的1.6倍（$1.4B vs $885.8M），BWX Technologies, Inc.净利率更高（10.5% vs -22.3%，领先32.8%），罗布乐思同比增速更快（43.2% vs 18.7%），罗布乐思自由现金流更多（$308.6M vs $56.8M），过去两年罗布乐思的营收复合增速更高（32.9% vs 21.1%）
BWX Technologies Inc.（简称BWXT）总部位于美国弗吉尼亚州林奇堡，是一家面向全球供应核部件与核燃料的专业企业，产品广泛应用于核电及核工业相关领域，服务覆盖全球多个国家和地区的客户。
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。
BWXT vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.6倍
$885.8M
营收增速更快
RBLX
高出24.5%
18.7%
净利率更高
BWXT
高出32.8%
-22.3%
自由现金流更多
RBLX
多$251.8M
$56.8M
两年增速更快
RBLX
近两年复合增速
21.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $885.8M | $1.4B |
| 净利润 | $93.0M | $-316.0M |
| 毛利率 | — | 77.7% |
| 营业利润率 | 10.4% | -25.3% |
| 净利率 | 10.5% | -22.3% |
| 营收同比 | 18.7% | 43.2% |
| 净利润同比 | 30.9% | -43.9% |
| 每股收益（稀释后） | $1.02 | $-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BWXTRBLX
| Q4 25 | $885.8M | $1.4B | ||
| Q3 25 | $866.3M | $1.4B | ||
| Q2 25 | $764.0M | $1.1B | ||
| Q1 25 | $682.3M | $1.0B | ||
| Q4 24 | $746.3M | $988.2M | ||
| Q3 24 | $672.0M | $919.0M | ||
| Q2 24 | $681.5M | $893.5M | ||
| Q1 24 | $604.0M | $801.3M |
净利润BWXTRBLX
| Q4 25 | $93.0M | $-316.0M | ||
| Q3 25 | $82.1M | $-255.6M | ||
| Q2 25 | $78.4M | $-278.4M | ||
| Q1 25 | $75.5M | $-215.1M | ||
| Q4 24 | $71.0M | $-219.6M | ||
| Q3 24 | $69.5M | $-239.3M | ||
| Q2 24 | $73.0M | $-205.9M | ||
| Q1 24 | $68.5M | $-270.6M |
毛利率BWXTRBLX
| Q4 25 | — | 77.7% | ||
| Q3 25 | 21.8% | 78.2% | ||
| Q2 25 | 25.1% | 78.2% | ||
| Q1 25 | 24.2% | 78.3% | ||
| Q4 24 | — | 77.9% | ||
| Q3 24 | 24.4% | 77.7% | ||
| Q2 24 | 24.7% | 77.8% | ||
| Q1 24 | 24.6% | 77.7% |
营业利润率BWXTRBLX
| Q4 25 | 10.4% | -25.3% | ||
| Q3 25 | 13.1% | -21.8% | ||
| Q2 25 | 13.4% | -29.8% | ||
| Q1 25 | 14.2% | -24.6% | ||
| Q4 24 | 12.4% | -24.7% | ||
| Q3 24 | 14.4% | -30.4% | ||
| Q2 24 | 14.5% | -26.6% | ||
| Q1 24 | 15.4% | -37.7% |
净利率BWXTRBLX
| Q4 25 | 10.5% | -22.3% | ||
| Q3 25 | 9.5% | -18.8% | ||
| Q2 25 | 10.3% | -25.8% | ||
| Q1 25 | 11.1% | -20.8% | ||
| Q4 24 | 9.5% | -22.2% | ||
| Q3 24 | 10.3% | -26.0% | ||
| Q2 24 | 10.7% | -23.0% | ||
| Q1 24 | 11.3% | -33.8% |
每股收益（稀释后）BWXTRBLX
| Q4 25 | $1.02 | $-0.44 | ||
| Q3 25 | $0.89 | $-0.37 | ||
| Q2 25 | $0.85 | $-0.41 | ||
| Q1 25 | $0.82 | $-0.32 | ||
| Q4 24 | $0.77 | $-0.32 | ||
| Q3 24 | $0.76 | $-0.37 | ||
| Q2 24 | $0.79 | $-0.32 | ||
| Q1 24 | $0.75 | $-0.43 |
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 | $499.8M | $3.1B |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $1.2B | $394.5M |
| 总资产 | $4.3B | $9.6B |
| 负债/权益比越低杠杆越低 | — | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资BWXTRBLX
| Q4 25 | $499.8M | $3.1B | ||
| Q3 25 | $79.6M | $2.9B | ||
| Q2 25 | $37.0M | $2.6B | ||
| Q1 25 | $55.4M | $2.7B | ||
| Q4 24 | $74.1M | $2.4B | ||
| Q3 24 | $35.5M | $2.3B | ||
| Q2 24 | $48.3M | $2.4B | ||
| Q1 24 | $45.9M | $2.4B |
总债务BWXTRBLX
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益BWXTRBLX
| Q4 25 | $1.2B | $394.5M | ||
| Q3 25 | $1.2B | $407.6M | ||
| Q2 25 | $1.2B | $353.2M | ||
| Q1 25 | $1.1B | $310.7M | ||
| Q4 24 | $1.1B | $221.4M | ||
| Q3 24 | $1.1B | $189.9M | ||
| Q2 24 | $998.5M | $121.5M | ||
| Q1 24 | $946.2M | $71.6M |
总资产BWXTRBLX
| Q4 25 | $4.3B | $9.6B | ||
| Q3 25 | $3.8B | $8.6B | ||
| Q2 25 | $3.7B | $7.8B | ||
| Q1 25 | $3.1B | $7.5B | ||
| Q4 24 | $2.9B | $7.2B | ||
| Q3 24 | $2.9B | $6.7B | ||
| Q2 24 | $2.8B | $6.5B | ||
| Q1 24 | $2.8B | $6.3B |
负债/权益比BWXTRBLX
| Q4 25 | — | 2.98× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 5.48× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $127.0M | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $56.8M | $308.6M |
| 自由现金流率自由现金流/营收 | 6.4% | 21.8% |
| 资本支出强度资本支出/营收 | 7.9% | 21.1% |
| 现金转化率经营现金流/净利润 | 1.37× | — |
| 过去12个月自由现金流最近4个季度 | $295.3M | $1.4B |
8季度趋势，按日历期对齐
经营现金流BWXTRBLX
| Q4 25 | $127.0M | $607.0M | ||
| Q3 25 | $143.2M | $546.2M | ||
| Q2 25 | $159.0M | $199.3M | ||
| Q1 25 | $50.6M | $443.9M | ||
| Q4 24 | $276.9M | $184.5M | ||
| Q3 24 | $32.6M | $247.4M | ||
| Q2 24 | $65.9M | $151.4M | ||
| Q1 24 | $33.0M | $238.9M |
自由现金流BWXTRBLX
| Q4 25 | $56.8M | $308.6M | ||
| Q3 25 | $94.9M | $443.6M | ||
| Q2 25 | $126.3M | $176.7M | ||
| Q1 25 | $17.3M | $426.5M | ||
| Q4 24 | $224.4M | $120.6M | ||
| Q3 24 | $-7.7M | $218.0M | ||
| Q2 24 | $35.5M | $111.7M | ||
| Q1 24 | $2.6M | $192.3M |
自由现金流率BWXTRBLX
| Q4 25 | 6.4% | 21.8% | ||
| Q3 25 | 11.0% | 32.6% | ||
| Q2 25 | 16.5% | 16.3% | ||
| Q1 25 | 2.5% | 41.2% | ||
| Q4 24 | 30.1% | 12.2% | ||
| Q3 24 | -1.1% | 23.7% | ||
| Q2 24 | 5.2% | 12.5% | ||
| Q1 24 | 0.4% | 24.0% |
资本支出强度BWXTRBLX
| Q4 25 | 7.9% | 21.1% | ||
| Q3 25 | 5.6% | 7.5% | ||
| Q2 25 | 4.3% | 2.1% | ||
| Q1 25 | 4.9% | 1.7% | ||
| Q4 24 | 7.0% | 6.5% | ||
| Q3 24 | 6.0% | 3.2% | ||
| Q2 24 | 4.5% | 4.4% | ||
| Q1 24 | 5.0% | 5.8% |
现金转化率BWXTRBLX
| Q4 25 | 1.37× | — | ||
| Q3 25 | 1.74× | — | ||
| Q2 25 | 2.03× | — | ||
| Q1 25 | 0.67× | — | ||
| Q4 24 | 3.90× | — | ||
| Q3 24 | 0.47× | — | ||
| Q2 24 | 0.90× | — | ||
| Q1 24 | 0.48× | — |
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
BWXT
| Nuclear Component Program | $436.4M | 49% |
| Nuclear Manufacturing | $134.8M | 15% |
| Cost Plus Fee | $116.1M | 13% |
| Uranium And Nuclear Services | $103.8M | 12% |
| Commercial Operations | $49.0M | 6% |
| Commercial Operations Segment | $33.7M | 4% |
| Transferred At Point In Time | $1.3M | 0% |
RBLX
暂无分部数据
