vs
卡彭特科技（CRS）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卡彭特科技的1.9倍（$1.4B vs $728.0M），卡彭特科技净利率更高（14.5% vs -22.3%，领先36.8%），罗布乐思同比增速更快（43.2% vs 7.5%），罗布乐思自由现金流更多（$308.6M vs $85.9M），过去两年罗布乐思的营收复合增速更高（32.9% vs 3.1%）
卡彭特科技是全球特种合金材料供应商，主营不锈钢、耐腐蚀镍、铜、钛合金及3D增材制造用粉末合金的研发、生产与分销。2018财年其营收分布为：航空航天与国防占55%，工业与消费品占17%，医疗占8%，交通、能源各占7%，分销业务占6%。
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。
CRS vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.9倍
$728.0M
营收增速更快
RBLX
高出35.6%
7.5%
净利率更高
CRS
高出36.8%
-22.3%
自由现金流更多
RBLX
多$222.7M
$85.9M
两年增速更快
RBLX
近两年复合增速
3.1%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $728.0M | $1.4B |
| 净利润 | $105.3M | $-316.0M |
| 毛利率 | 30.0% | 77.7% |
| 营业利润率 | 21.3% | -25.3% |
| 净利率 | 14.5% | -22.3% |
| 营收同比 | 7.5% | 43.2% |
| 净利润同比 | 25.2% | -43.9% |
| 每股收益（稀释后） | $2.09 | $-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CRSRBLX
| Q4 25 | $728.0M | $1.4B | ||
| Q3 25 | $733.7M | $1.4B | ||
| Q2 25 | $755.6M | $1.1B | ||
| Q1 25 | $727.0M | $1.0B | ||
| Q4 24 | $676.9M | $988.2M | ||
| Q3 24 | $717.6M | $919.0M | ||
| Q2 24 | $798.7M | $893.5M | ||
| Q1 24 | $684.9M | $801.3M |
净利润CRSRBLX
| Q4 25 | $105.3M | $-316.0M | ||
| Q3 25 | $122.5M | $-255.6M | ||
| Q2 25 | $111.7M | $-278.4M | ||
| Q1 25 | $95.4M | $-215.1M | ||
| Q4 24 | $84.1M | $-219.6M | ||
| Q3 24 | $84.8M | $-239.3M | ||
| Q2 24 | $93.6M | $-205.9M | ||
| Q1 24 | $6.3M | $-270.6M |
毛利率CRSRBLX
| Q4 25 | 30.0% | 77.7% | ||
| Q3 25 | 29.5% | 78.2% | ||
| Q2 25 | 28.3% | 78.2% | ||
| Q1 25 | 27.6% | 78.3% | ||
| Q4 24 | 26.2% | 77.9% | ||
| Q3 24 | 24.6% | 77.7% | ||
| Q2 24 | 23.9% | 77.8% | ||
| Q1 24 | 21.5% | 77.7% |
营业利润率CRSRBLX
| Q4 25 | 21.3% | -25.3% | ||
| Q3 25 | 20.9% | -21.8% | ||
| Q2 25 | 20.1% | -29.8% | ||
| Q1 25 | 19.0% | -24.6% | ||
| Q4 24 | 17.6% | -24.7% | ||
| Q3 24 | 15.8% | -30.4% | ||
| Q2 24 | 13.6% | -26.6% | ||
| Q1 24 | 11.1% | -37.7% |
净利率CRSRBLX
| Q4 25 | 14.5% | -22.3% | ||
| Q3 25 | 16.7% | -18.8% | ||
| Q2 25 | 14.8% | -25.8% | ||
| Q1 25 | 13.1% | -20.8% | ||
| Q4 24 | 12.4% | -22.2% | ||
| Q3 24 | 11.8% | -26.0% | ||
| Q2 24 | 11.7% | -23.0% | ||
| Q1 24 | 0.9% | -33.8% |
每股收益（稀释后）CRSRBLX
| Q4 25 | $2.09 | $-0.44 | ||
| Q3 25 | $2.43 | $-0.37 | ||
| Q2 25 | $2.21 | $-0.41 | ||
| Q1 25 | $1.88 | $-0.32 | ||
| Q4 24 | $1.66 | $-0.32 | ||
| Q3 24 | $1.67 | $-0.37 | ||
| Q2 24 | $1.85 | $-0.32 | ||
| Q1 24 | $0.12 | $-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 | $231.9M | $3.1B |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $2.0B | $394.5M |
| 总资产 | $3.5B | $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CRSRBLX
| Q4 25 | $231.9M | $3.1B | ||
| Q3 25 | $208.0M | $2.9B | ||
| Q2 25 | $315.5M | $2.6B | ||
| Q1 25 | $151.5M | $2.7B | ||
| Q4 24 | $162.1M | $2.4B | ||
| Q3 24 | $150.2M | $2.3B | ||
| Q2 24 | $199.1M | $2.4B | ||
| Q1 24 | $53.5M | $2.4B |
总债务CRSRBLX
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益CRSRBLX
| Q4 25 | $2.0B | $394.5M | ||
| Q3 25 | $1.9B | $407.6M | ||
| Q2 25 | $1.9B | $353.2M | ||
| Q1 25 | $1.8B | $310.7M | ||
| Q4 24 | $1.7B | $221.4M | ||
| Q3 24 | $1.7B | $189.9M | ||
| Q2 24 | $1.6B | $121.5M | ||
| Q1 24 | $1.5B | $71.6M |
总资产CRSRBLX
| Q4 25 | $3.5B | $9.6B | ||
| Q3 25 | $3.4B | $8.6B | ||
| Q2 25 | $3.5B | $7.8B | ||
| Q1 25 | $3.4B | $7.5B | ||
| Q4 24 | $3.3B | $7.2B | ||
| Q3 24 | $3.3B | $6.7B | ||
| Q2 24 | $3.3B | $6.5B | ||
| Q1 24 | $3.2B | $6.3B |
负债/权益比CRSRBLX
| 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 | $132.2M | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $85.9M | $308.6M |
| 自由现金流率自由现金流/营收 | 11.8% | 21.8% |
| 资本支出强度资本支出/营收 | 6.4% | 21.1% |
| 现金转化率经营现金流/净利润 | 1.26× | — |
| 过去12个月自由现金流最近4个季度 | $316.7M | $1.4B |
8季度趋势，按日历期对齐
经营现金流CRSRBLX
| Q4 25 | $132.2M | $607.0M | ||
| Q3 25 | $39.2M | $546.2M | ||
| Q2 25 | $258.1M | $199.3M | ||
| Q1 25 | $74.2M | $443.9M | ||
| Q4 24 | $67.9M | $184.5M | ||
| Q3 24 | $40.2M | $247.4M | ||
| Q2 24 | $169.5M | $151.4M | ||
| Q1 24 | $83.5M | $238.9M |
自由现金流CRSRBLX
| Q4 25 | $85.9M | $308.6M | ||
| Q3 25 | $-3.4M | $443.6M | ||
| Q2 25 | $200.2M | $176.7M | ||
| Q1 25 | $34.0M | $426.5M | ||
| Q4 24 | $38.6M | $120.6M | ||
| Q3 24 | $13.3M | $218.0M | ||
| Q2 24 | $141.8M | $111.7M | ||
| Q1 24 | $61.9M | $192.3M |
自由现金流率CRSRBLX
| Q4 25 | 11.8% | 21.8% | ||
| Q3 25 | -0.5% | 32.6% | ||
| Q2 25 | 26.5% | 16.3% | ||
| Q1 25 | 4.7% | 41.2% | ||
| Q4 24 | 5.7% | 12.2% | ||
| Q3 24 | 1.9% | 23.7% | ||
| Q2 24 | 17.8% | 12.5% | ||
| Q1 24 | 9.0% | 24.0% |
资本支出强度CRSRBLX
| Q4 25 | 6.4% | 21.1% | ||
| Q3 25 | 5.8% | 7.5% | ||
| Q2 25 | 7.7% | 2.1% | ||
| Q1 25 | 5.5% | 1.7% | ||
| Q4 24 | 4.3% | 6.5% | ||
| Q3 24 | 3.7% | 3.2% | ||
| Q2 24 | 3.5% | 4.4% | ||
| Q1 24 | 3.2% | 5.8% |
现金转化率CRSRBLX
| Q4 25 | 1.26× | — | ||
| Q3 25 | 0.32× | — | ||
| Q2 25 | 2.31× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 0.81× | — | ||
| Q3 24 | 0.47× | — | ||
| Q2 24 | 1.81× | — | ||
| Q1 24 | 13.25× | — |
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
CRS
| Aerospace And Defense Markets | $448.8M | 62% |
| Industrial And Consumer Markets | $88.4M | 12% |
| Performance Engineered Products Segment | $83.2M | 11% |
| Medical Market | $54.7M | 8% |
| Energy Market | $48.5M | 7% |
| Transportation Market | $21.2M | 3% |
| Distribution Market | $17.2M | 2% |
RBLX
暂无分部数据
