vs
CrossAmerica Partners LP(CAPL)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
罗宾汉的季度营收约是CrossAmerica Partners LP的1.1倍($927.0M vs $866.3M),罗宾汉净利率更高(36.2% vs 1.2%,领先35.1%),CrossAmerica Partners LP同比增速更快(-8.3% vs -27.7%),过去两年罗宾汉的营收复合增速更高(16.6% vs -4.1%)
塔峰资本合伙人(TowerBrook Capital Partners)是一家总部位于伦敦和纽约的投资管理公司,2005年从索罗斯基金管理分拆独立。该机构主打私募股权及结构性机会投资,曾收购奢侈品品牌Jimmy Choo控股权,截至2025年其管理规模超250亿美元,官网公示在管投资项目共110个。
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。
CAPL vs HOOD — 直观对比
营收规模更大
HOOD
是对方的1.1倍
$866.3M
营收增速更快
CAPL
高出19.5%
-27.7%
净利率更高
HOOD
高出35.1%
1.2%
两年增速更快
HOOD
近两年复合增速
-4.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $866.3M | $927.0M |
| 净利润 | $10.2M | $336.0M |
| 毛利率 | 12.4% | — |
| 营业利润率 | 3.0% | — |
| 净利率 | 1.2% | 36.2% |
| 营收同比 | -8.3% | -27.7% |
| 净利润同比 | -39.6% | -2.9% |
| 每股收益(稀释后) | $0.24 | $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
CAPL
HOOD
| Q1 26 | — | $927.0M | ||
| Q4 25 | $866.3M | $1.3B | ||
| Q3 25 | $971.8M | $1.3B | ||
| Q2 25 | $961.9M | $989.0M | ||
| Q1 25 | $862.5M | $927.0M | ||
| Q4 24 | $944.2M | $1.0B | ||
| Q3 24 | $1.1B | $637.0M | ||
| Q2 24 | $1.1B | $682.0M |
净利润
CAPL
HOOD
| Q1 26 | — | $336.0M | ||
| Q4 25 | $10.2M | $605.0M | ||
| Q3 25 | $13.6M | $556.0M | ||
| Q2 25 | $25.2M | $386.0M | ||
| Q1 25 | $-7.1M | $336.0M | ||
| Q4 24 | $16.9M | $916.0M | ||
| Q3 24 | $10.7M | $150.0M | ||
| Q2 24 | $12.4M | $188.0M |
毛利率
CAPL
HOOD
| Q1 26 | — | — | ||
| Q4 25 | 12.4% | — | ||
| Q3 25 | 10.8% | — | ||
| Q2 25 | 10.5% | — | ||
| Q1 25 | 10.4% | — | ||
| Q4 24 | 10.7% | — | ||
| Q3 24 | 10.3% | — | ||
| Q2 24 | 9.2% | — |
营业利润率
CAPL
HOOD
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 51.5% | ||
| Q3 25 | 2.9% | 49.8% | ||
| Q2 25 | 4.3% | 44.7% | ||
| Q1 25 | 0.2% | 40.0% | ||
| Q4 24 | 3.0% | 55.0% | ||
| Q3 24 | 2.5% | 24.0% | ||
| Q2 24 | 2.5% | 28.0% |
净利率
CAPL
HOOD
| Q1 26 | — | 36.2% | ||
| Q4 25 | 1.2% | 47.2% | ||
| Q3 25 | 1.4% | 43.6% | ||
| Q2 25 | 2.6% | 39.0% | ||
| Q1 25 | -0.8% | 36.2% | ||
| Q4 24 | 1.8% | 90.3% | ||
| Q3 24 | 1.0% | 23.5% | ||
| Q2 24 | 1.1% | 27.6% |
每股收益(稀释后)
CAPL
HOOD
| Q1 26 | — | $336.00 | ||
| Q4 25 | $0.24 | $0.65 | ||
| Q3 25 | $0.34 | $0.61 | ||
| Q2 25 | $0.64 | $0.42 | ||
| Q1 25 | $-0.20 | $0.37 | ||
| Q4 24 | $0.42 | $1.00 | ||
| Q3 24 | $0.27 | $0.17 | ||
| Q2 24 | $0.31 | $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 | $3.1M | $4.3B |
| 总债务越低越好 | $687.2M | — |
| 股东权益账面价值 | — | $9.2B |
| 总资产 | $964.7M | $38.1B |
| 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
CAPL
HOOD
| Q1 26 | — | $4.3B | ||
| Q4 25 | $3.1M | $4.3B | ||
| Q3 25 | $5.8M | $4.3B | ||
| Q2 25 | $9.7M | $4.2B | ||
| Q1 25 | $6.7M | $4.4B | ||
| Q4 24 | $3.4M | $4.3B | ||
| Q3 24 | $7.8M | $4.6B | ||
| Q2 24 | $5.5M | $4.5B |
总债务
CAPL
HOOD
| Q1 26 | — | — | ||
| Q4 25 | $687.2M | — | ||
| Q3 25 | $700.8M | — | ||
| Q2 25 | $722.7M | — | ||
| Q1 25 | $774.1M | — | ||
| Q4 24 | $763.9M | — | ||
| Q3 24 | $769.2M | — | ||
| Q2 24 | $786.7M | — |
股东权益
CAPL
HOOD
| Q1 26 | — | $9.2B | ||
| Q4 25 | — | $9.2B | ||
| Q3 25 | — | $8.6B | ||
| Q2 25 | — | $8.1B | ||
| Q1 25 | — | $8.0B | ||
| Q4 24 | — | $8.0B | ||
| Q3 24 | — | $7.2B | ||
| Q2 24 | — | $7.1B |
总资产
CAPL
HOOD
| Q1 26 | — | $38.1B | ||
| Q4 25 | $964.7M | $38.1B | ||
| Q3 25 | $998.9M | $41.5B | ||
| Q2 25 | $1.0B | $35.3B | ||
| Q1 25 | $1.1B | $27.5B | ||
| Q4 24 | $1.1B | $26.2B | ||
| Q3 24 | $1.1B | $43.2B | ||
| Q2 24 | $1.2B | $41.3B |
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 | $29.4M | $642.0M |
| 自由现金流经营现金流 - 资本支出 | $22.4M | — |
| 自由现金流率自由现金流/营收 | 2.6% | — |
| 资本支出强度资本支出/营收 | 0.8% | — |
| 现金转化率经营现金流/净利润 | 2.89× | 1.91× |
| 过去12个月自由现金流最近4个季度 | $55.8M | — |
8季度趋势,按日历期对齐
经营现金流
CAPL
HOOD
| Q1 26 | — | $642.0M | ||
| Q4 25 | $29.4M | $-937.0M | ||
| Q3 25 | $24.4M | $-1.6B | ||
| Q2 25 | $22.6M | $3.5B | ||
| Q1 25 | $15.0M | $642.0M | ||
| Q4 24 | $11.1M | $-1.4B | ||
| Q3 24 | $41.9M | $1.8B | ||
| Q2 24 | $28.9M | $54.0M |
自由现金流
CAPL
HOOD
| Q1 26 | — | — | ||
| Q4 25 | $22.4M | — | ||
| Q3 25 | $17.7M | — | ||
| Q2 25 | $10.8M | — | ||
| Q1 25 | $4.9M | — | ||
| Q4 24 | $3.9M | — | ||
| Q3 24 | $34.2M | — | ||
| Q2 24 | $23.6M | — |
自由现金流率
CAPL
HOOD
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.4% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 2.1% | — |
资本支出强度
CAPL
HOOD
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | 0.7% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 1.2% | — | ||
| Q4 24 | 0.8% | — | ||
| Q3 24 | 0.7% | — | ||
| Q2 24 | 0.5% | — |
现金转化率
CAPL
HOOD
| Q1 26 | — | 1.91× | ||
| Q4 25 | 2.89× | -1.55× | ||
| Q3 25 | 1.79× | -2.83× | ||
| Q2 25 | 0.90× | 9.09× | ||
| Q1 25 | — | 1.91× | ||
| Q4 24 | 0.66× | -1.53× | ||
| Q3 24 | 3.92× | 12.08× | ||
| Q2 24 | 2.33× | 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
CAPL
| Retail Segment | $505.3M | 58% |
| Wholesale | $360.9M | 42% |
| Other | $1.2M | 0% |
HOOD
| Transaction-based revenues | $583.0M | 63% |
| Other | $290.0M | 31% |
| Other revenues | $54.0M | 6% |