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BlueLinx Holdings Inc.（BXC）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BlueLinx Holdings Inc.的1.9倍（$1.4B vs $748.9M），BlueLinx Holdings Inc.净利率更高（0.2% vs -22.3%，领先22.6%），罗布乐思同比增速更快（43.2% vs 0.2%），罗布乐思自由现金流更多（$308.6M vs $52.7M），过去两年罗布乐思的营收复合增速更高（32.9% vs 2.5%）
BlueLinx Holdings Inc.是美国经营建材与工业产品的批发分销商，总部位于佐治亚州亚特兰大，目前由Shyam Reddy担任公司总裁兼首席执行官，在美国本土相关分销领域开展业务
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。
BXC vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.9倍
$748.9M
营收增速更快
RBLX
高出43.0%
0.2%
净利率更高
BXC
高出22.6%
-22.3%
自由现金流更多
RBLX
多$255.9M
$52.7M
两年增速更快
RBLX
近两年复合增速
2.5%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $748.9M | $1.4B |
| 净利润 | $1.7M | $-316.0M |
| 毛利率 | 14.4% | 77.7% |
| 营业利润率 | 1.3% | -25.3% |
| 净利率 | 0.2% | -22.3% |
| 营收同比 | 0.2% | 43.2% |
| 净利润同比 | -89.7% | -43.9% |
| 每股收益（稀释后） | $0.20 | $-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BXCRBLX
| Q4 25 | — | $1.4B | ||
| Q3 25 | $748.9M | $1.4B | ||
| Q2 25 | $780.1M | $1.1B | ||
| Q1 25 | $709.2M | $1.0B | ||
| Q4 24 | $710.6M | $988.2M | ||
| Q3 24 | $747.3M | $919.0M | ||
| Q2 24 | $768.4M | $893.5M | ||
| Q1 24 | $726.2M | $801.3M |
净利润BXCRBLX
| Q4 25 | — | $-316.0M | ||
| Q3 25 | $1.7M | $-255.6M | ||
| Q2 25 | $4.3M | $-278.4M | ||
| Q1 25 | $2.8M | $-215.1M | ||
| Q4 24 | — | $-219.6M | ||
| Q3 24 | $16.0M | $-239.3M | ||
| Q2 24 | $14.3M | $-205.9M | ||
| Q1 24 | $17.5M | $-270.6M |
毛利率BXCRBLX
| Q4 25 | — | 77.7% | ||
| Q3 25 | 14.4% | 78.2% | ||
| Q2 25 | 15.3% | 78.2% | ||
| Q1 25 | 15.7% | 78.3% | ||
| Q4 24 | 15.9% | 77.9% | ||
| Q3 24 | 16.8% | 77.7% | ||
| Q2 24 | 15.9% | 77.8% | ||
| Q1 24 | 17.6% | 77.7% |
营业利润率BXCRBLX
| Q4 25 | — | -25.3% | ||
| Q3 25 | 1.3% | -21.8% | ||
| Q2 25 | 1.9% | -29.8% | ||
| Q1 25 | 1.5% | -24.6% | ||
| Q4 24 | 1.7% | -24.7% | ||
| Q3 24 | 3.2% | -30.4% | ||
| Q2 24 | 3.1% | -26.6% | ||
| Q1 24 | 3.8% | -37.7% |
净利率BXCRBLX
| Q4 25 | — | -22.3% | ||
| Q3 25 | 0.2% | -18.8% | ||
| Q2 25 | 0.6% | -25.8% | ||
| Q1 25 | 0.4% | -20.8% | ||
| Q4 24 | — | -22.2% | ||
| Q3 24 | 2.1% | -26.0% | ||
| Q2 24 | 1.9% | -23.0% | ||
| Q1 24 | 2.4% | -33.8% |
每股收益（稀释后）BXCRBLX
| Q4 25 | — | $-0.44 | ||
| Q3 25 | $0.20 | $-0.37 | ||
| Q2 25 | $0.54 | $-0.41 | ||
| Q1 25 | $0.33 | $-0.32 | ||
| Q4 24 | $0.67 | $-0.32 | ||
| Q3 24 | $1.87 | $-0.37 | ||
| Q2 24 | $1.65 | $-0.32 | ||
| Q1 24 | $2.00 | $-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 | $429.4M | $3.1B |
| 总债务越低越好 | $598.5M | $1.2B |
| 股东权益账面价值 | $623.0M | $394.5M |
| 总资产 | $1.6B | $9.6B |
| 负债/权益比越低杠杆越低 | 0.96× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资BXCRBLX
| Q4 25 | — | $3.1B | ||
| Q3 25 | $429.4M | $2.9B | ||
| Q2 25 | $386.8M | $2.6B | ||
| Q1 25 | $449.0M | $2.7B | ||
| Q4 24 | $505.6M | $2.4B | ||
| Q3 24 | $526.3M | $2.3B | ||
| Q2 24 | $491.4M | $2.4B | ||
| Q1 24 | $481.3M | $2.4B |
总债务BXCRBLX
| Q4 25 | — | $1.2B | ||
| Q3 25 | $598.5M | — | ||
| Q2 25 | $596.4M | — | ||
| Q1 25 | $596.6M | — | ||
| Q4 24 | $575.1M | $1.2B | ||
| Q3 24 | $576.0M | — | ||
| Q2 24 | $574.6M | — | ||
| Q1 24 | $574.0M | — |
股东权益BXCRBLX
| Q4 25 | — | $394.5M | ||
| Q3 25 | $623.0M | $407.6M | ||
| Q2 25 | $621.3M | $353.2M | ||
| Q1 25 | $636.1M | $310.7M | ||
| Q4 24 | $646.4M | $221.4M | ||
| Q3 24 | $655.6M | $189.9M | ||
| Q2 24 | $652.3M | $121.5M | ||
| Q1 24 | $653.2M | $71.6M |
总资产BXCRBLX
| Q4 25 | — | $9.6B | ||
| Q3 25 | $1.6B | $8.6B | ||
| Q2 25 | $1.6B | $7.8B | ||
| Q1 25 | $1.6B | $7.5B | ||
| Q4 24 | $1.6B | $7.2B | ||
| Q3 24 | $1.6B | $6.7B | ||
| Q2 24 | $1.6B | $6.5B | ||
| Q1 24 | $1.6B | $6.3B |
负债/权益比BXCRBLX
| Q4 25 | — | 2.98× | ||
| Q3 25 | 0.96× | — | ||
| Q2 25 | 0.96× | — | ||
| Q1 25 | 0.94× | — | ||
| Q4 24 | 0.89× | 5.48× | ||
| Q3 24 | 0.88× | — | ||
| Q2 24 | 0.88× | — | ||
| Q1 24 | 0.88× | — |
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 | $58.6M | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $52.7M | $308.6M |
| 自由现金流率自由现金流/营收 | 7.0% | 21.8% |
| 资本支出强度资本支出/营收 | 0.8% | 21.1% |
| 现金转化率经营现金流/净利润 | 35.42× | — |
| 过去12个月自由现金流最近4个季度 | $-25.1M | $1.4B |
8季度趋势，按日历期对齐
经营现金流BXCRBLX
| Q4 25 | — | $607.0M | ||
| Q3 25 | $58.6M | $546.2M | ||
| Q2 25 | $-26.8M | $199.3M | ||
| Q1 25 | $-33.9M | $443.9M | ||
| Q4 24 | $18.7M | $184.5M | ||
| Q3 24 | $61.8M | $247.4M | ||
| Q2 24 | $35.8M | $151.4M | ||
| Q1 24 | $-31.1M | $238.9M |
自由现金流BXCRBLX
| Q4 25 | — | $308.6M | ||
| Q3 25 | $52.7M | $443.6M | ||
| Q2 25 | $-36.4M | $176.7M | ||
| Q1 25 | $-39.8M | $426.5M | ||
| Q4 24 | $-1.5M | $120.6M | ||
| Q3 24 | $53.8M | $218.0M | ||
| Q2 24 | $29.3M | $111.7M | ||
| Q1 24 | $-36.6M | $192.3M |
自由现金流率BXCRBLX
| Q4 25 | — | 21.8% | ||
| Q3 25 | 7.0% | 32.6% | ||
| Q2 25 | -4.7% | 16.3% | ||
| Q1 25 | -5.6% | 41.2% | ||
| Q4 24 | -0.2% | 12.2% | ||
| Q3 24 | 7.2% | 23.7% | ||
| Q2 24 | 3.8% | 12.5% | ||
| Q1 24 | -5.0% | 24.0% |
资本支出强度BXCRBLX
| Q4 25 | — | 21.1% | ||
| Q3 25 | 0.8% | 7.5% | ||
| Q2 25 | 1.2% | 2.1% | ||
| Q1 25 | 0.8% | 1.7% | ||
| Q4 24 | 2.9% | 6.5% | ||
| Q3 24 | 1.1% | 3.2% | ||
| Q2 24 | 0.8% | 4.4% | ||
| Q1 24 | 0.8% | 5.8% |
现金转化率BXCRBLX
| Q4 25 | — | — | ||
| Q3 25 | 35.42× | — | ||
| Q2 25 | -6.21× | — | ||
| Q1 25 | -12.09× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.86× | — | ||
| Q2 24 | 2.50× | — | ||
| Q1 24 | -1.78× | — |
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
BXC
| Specialty Products | $525.5M | 70% |
| Structural Products | $223.4M | 30% |
RBLX
暂无分部数据
