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Church & Dwight（CHD）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
Church & Dwight的季度营收约是罗布乐思的1.0倍（$1.5B vs $1.4B），Church & Dwight净利率更高（14.7% vs -22.3%，领先37.1%），罗布乐思同比增速更快（43.2% vs 0.1%），过去两年罗布乐思的营收复合增速更高（32.9% vs -1.4%）
Church & Dwight是美国知名消费品企业，成立于1847年，总部位于新泽西州尤因。公司主营个人护理、家居用品及特色产品，旗下拥有Arm & Hammer、Trojan、OxiClean等知名品牌，2022年全年营收达54亿美元。
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。
CHD vs RBLX — 直观对比
营收规模更大
CHD
是对方的1.0倍
$1.4B
营收增速更快
RBLX
高出43.0%
0.1%
净利率更高
CHD
高出37.1%
-22.3%
两年增速更快
RBLX
近两年复合增速
-1.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $1.4B |
| 净利润 | $216.3M | $-316.0M |
| 毛利率 | 46.4% | 77.7% |
| 营业利润率 | 19.8% | -25.3% |
| 净利率 | 14.7% | -22.3% |
| 营收同比 | 0.1% | 43.2% |
| 净利润同比 | -4.5% | -43.9% |
| 每股收益（稀释后） | $0.91 | $-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CHDRBLX
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $1.6B | $1.4B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.5B | $1.0B | ||
| Q4 24 | $1.6B | $988.2M | ||
| Q3 24 | $1.5B | $919.0M | ||
| Q2 24 | $1.5B | $893.5M |
净利润CHDRBLX
| Q1 26 | $216.3M | — | ||
| Q4 25 | $143.5M | $-316.0M | ||
| Q3 25 | $182.2M | $-255.6M | ||
| Q2 25 | $191.0M | $-278.4M | ||
| Q1 25 | $220.1M | $-215.1M | ||
| Q4 24 | $189.2M | $-219.6M | ||
| Q3 24 | $-75.1M | $-239.3M | ||
| Q2 24 | $243.5M | $-205.9M |
毛利率CHDRBLX
| Q1 26 | 46.4% | — | ||
| Q4 25 | 45.8% | 77.7% | ||
| Q3 25 | 45.1% | 78.2% | ||
| Q2 25 | 43.0% | 78.2% | ||
| Q1 25 | 45.0% | 78.3% | ||
| Q4 24 | 44.7% | 77.9% | ||
| Q3 24 | 45.2% | 77.7% | ||
| Q2 24 | 47.1% | 77.8% |
营业利润率CHDRBLX
| Q1 26 | 19.8% | — | ||
| Q4 25 | 16.2% | -25.3% | ||
| Q3 25 | 16.1% | -21.8% | ||
| Q2 25 | 17.4% | -29.8% | ||
| Q1 25 | 20.1% | -24.6% | ||
| Q4 24 | 16.2% | -24.7% | ||
| Q3 24 | -6.1% | -30.4% | ||
| Q2 24 | 22.3% | -26.6% |
净利率CHDRBLX
| Q1 26 | 14.7% | — | ||
| Q4 25 | 8.7% | -22.3% | ||
| Q3 25 | 11.5% | -18.8% | ||
| Q2 25 | 12.7% | -25.8% | ||
| Q1 25 | 15.0% | -20.8% | ||
| Q4 24 | 12.0% | -22.2% | ||
| Q3 24 | -5.0% | -26.0% | ||
| Q2 24 | 16.1% | -23.0% |
每股收益（稀释后）CHDRBLX
| Q1 26 | $0.91 | — | ||
| Q4 25 | $0.60 | $-0.44 | ||
| Q3 25 | $0.75 | $-0.37 | ||
| Q2 25 | $0.78 | $-0.41 | ||
| Q1 25 | $0.89 | $-0.32 | ||
| Q4 24 | $0.76 | $-0.32 | ||
| Q3 24 | $-0.31 | $-0.37 | ||
| Q2 24 | $0.99 | $-0.32 |
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 | $503.4M | $3.1B |
| 总债务越低越好 | $2.2B | $1.2B |
| 股东权益账面价值 | — | $394.5M |
| 总资产 | $9.0B | $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CHDRBLX
| Q1 26 | $503.4M | — | ||
| Q4 25 | $409.0M | $3.1B | ||
| Q3 25 | $305.3M | $2.9B | ||
| Q2 25 | $923.2M | $2.6B | ||
| Q1 25 | $1.1B | $2.7B | ||
| Q4 24 | $964.1M | $2.4B | ||
| Q3 24 | $752.1M | $2.3B | ||
| Q2 24 | $491.7M | $2.4B |
总债务CHDRBLX
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $1.2B | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | $2.2B | $1.2B | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $2.2B | — |
股东权益CHDRBLX
| Q1 26 | — | — | ||
| Q4 25 | $4.0B | $394.5M | ||
| Q3 25 | $4.2B | $407.6M | ||
| Q2 25 | $4.4B | $353.2M | ||
| Q1 25 | $4.6B | $310.7M | ||
| Q4 24 | $4.4B | $221.4M | ||
| Q3 24 | $4.2B | $189.9M | ||
| Q2 24 | $4.3B | $121.5M |
总资产CHDRBLX
| Q1 26 | $9.0B | — | ||
| Q4 25 | $8.9B | $9.6B | ||
| Q3 25 | $9.1B | $8.6B | ||
| Q2 25 | $8.8B | $7.8B | ||
| Q1 25 | $9.0B | $7.5B | ||
| Q4 24 | $8.9B | $7.2B | ||
| Q3 24 | $8.7B | $6.7B | ||
| Q2 24 | $8.8B | $6.5B |
负债/权益比CHDRBLX
| Q1 26 | — | — | ||
| Q4 25 | 0.55× | 2.98× | ||
| Q3 25 | 0.52× | — | ||
| Q2 25 | 0.50× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.51× | 5.48× | ||
| Q3 24 | 0.53× | — | ||
| Q2 24 | 0.51× | — |
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 | — | $607.0M |
| 自由现金流经营现金流 - 资本支出 | — | $308.6M |
| 自由现金流率自由现金流/营收 | — | 21.8% |
| 资本支出强度资本支出/营收 | — | 21.1% |
| 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 | — | $1.4B |
8季度趋势，按日历期对齐
经营现金流CHDRBLX
| Q1 26 | — | — | ||
| Q4 25 | — | $607.0M | ||
| Q3 25 | — | $546.2M | ||
| Q2 25 | — | $199.3M | ||
| Q1 25 | — | $443.9M | ||
| Q4 24 | $292.3M | $184.5M | ||
| Q3 24 | $364.0M | $247.4M | ||
| Q2 24 | $236.9M | $151.4M |
自由现金流CHDRBLX
| Q1 26 | — | — | ||
| Q4 25 | — | $308.6M | ||
| Q3 25 | — | $443.6M | ||
| Q2 25 | — | $176.7M | ||
| Q1 25 | — | $426.5M | ||
| Q4 24 | $237.7M | $120.6M | ||
| Q3 24 | $315.4M | $218.0M | ||
| Q2 24 | $206.6M | $111.7M |
自由现金流率CHDRBLX
| Q1 26 | — | — | ||
| Q4 25 | — | 21.8% | ||
| Q3 25 | — | 32.6% | ||
| Q2 25 | — | 16.3% | ||
| Q1 25 | — | 41.2% | ||
| Q4 24 | 15.0% | 12.2% | ||
| Q3 24 | 20.9% | 23.7% | ||
| Q2 24 | 13.7% | 12.5% |
资本支出强度CHDRBLX
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 21.1% | ||
| Q3 25 | 1.8% | 7.5% | ||
| Q2 25 | 1.5% | 2.1% | ||
| Q1 25 | 1.1% | 1.7% | ||
| Q4 24 | 3.5% | 6.5% | ||
| Q3 24 | 3.2% | 3.2% | ||
| Q2 24 | 2.0% | 4.4% |
现金转化率CHDRBLX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.54× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.97× | — |
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
CHD
| Household Products | $641.6M | 44% |
| Personal Care Products | $476.1M | 32% |
| Consumer International | $273.9M | 19% |
| Specialty Products Division | $77.7M | 5% |
RBLX
暂无分部数据
