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Digital Realty(DLR)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
Digital Realty的季度营收约是罗宾汉的1.8倍($1.6B vs $927.0M),罗宾汉净利率更高(36.2% vs 6.0%,领先30.2%),Digital Realty同比增速更快(16.1% vs -27.7%),过去两年罗宾汉的营收复合增速更高(16.6% vs 9.8%)
Digital Realty是一家全球知名的不动产投资信托企业,核心业务涵盖全球各地运营商中立数据中心的持有、运营与投资,可为客户提供数据中心部署、主机托管、网络互联等多元专业服务,能够满足不同企业对算力基础设施、数据存储及网络连接的多样化需求。
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。
DLR vs HOOD — 直观对比
营收规模更大
DLR
是对方的1.8倍
$927.0M
营收增速更快
DLR
高出43.9%
-27.7%
净利率更高
HOOD
高出30.2%
6.0%
两年增速更快
HOOD
近两年复合增速
9.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $927.0M |
| 净利润 | $98.6M | $336.0M |
| 毛利率 | — | — |
| 营业利润率 | 6.9% | — |
| 净利率 | 6.0% | 36.2% |
| 营收同比 | 16.1% | -27.7% |
| 净利润同比 | -10.3% | -2.9% |
| 每股收益(稀释后) | $0.22 | $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
DLR
HOOD
| Q1 26 | $1.6B | $927.0M | ||
| Q4 25 | $1.6B | $1.3B | ||
| Q3 25 | $1.6B | $1.3B | ||
| Q2 25 | $1.5B | $989.0M | ||
| Q1 25 | $1.4B | $927.0M | ||
| Q4 24 | $1.4B | $1.0B | ||
| Q3 24 | $1.4B | $637.0M | ||
| Q2 24 | $1.4B | $682.0M |
净利润
DLR
HOOD
| Q1 26 | $98.6M | $336.0M | ||
| Q4 25 | $98.6M | $605.0M | ||
| Q3 25 | $67.8M | $556.0M | ||
| Q2 25 | $1.0B | $386.0M | ||
| Q1 25 | $110.0M | $336.0M | ||
| Q4 24 | $189.6M | $916.0M | ||
| Q3 24 | $51.2M | $150.0M | ||
| Q2 24 | $80.2M | $188.0M |
营业利润率
DLR
HOOD
| Q1 26 | 6.9% | — | ||
| Q4 25 | 6.9% | 51.5% | ||
| Q3 25 | 8.8% | 49.8% | ||
| Q2 25 | 14.2% | 44.7% | ||
| Q1 25 | 13.9% | 40.0% | ||
| Q4 24 | 10.1% | 55.0% | ||
| Q3 24 | 11.8% | 24.0% | ||
| Q2 24 | 0.7% | 28.0% |
净利率
DLR
HOOD
| Q1 26 | 6.0% | 36.2% | ||
| Q4 25 | 6.0% | 47.2% | ||
| Q3 25 | 4.3% | 43.6% | ||
| Q2 25 | 69.1% | 39.0% | ||
| Q1 25 | 7.8% | 36.2% | ||
| Q4 24 | 13.2% | 90.3% | ||
| Q3 24 | 3.6% | 23.5% | ||
| Q2 24 | 5.9% | 27.6% |
每股收益(稀释后)
DLR
HOOD
| Q1 26 | $0.22 | $336.00 | ||
| Q4 25 | $0.22 | $0.65 | ||
| Q3 25 | $0.15 | $0.61 | ||
| Q2 25 | $2.94 | $0.42 | ||
| Q1 25 | $0.27 | $0.37 | ||
| Q4 24 | $0.50 | $1.00 | ||
| Q3 24 | $0.09 | $0.17 | ||
| Q2 24 | $0.20 | $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 | $3.5B | $4.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $22.9B | $9.2B |
| 总资产 | $49.4B | $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
DLR
HOOD
| Q1 26 | $3.5B | $4.3B | ||
| Q4 25 | $3.5B | $4.3B | ||
| Q3 25 | $3.3B | $4.3B | ||
| Q2 25 | $3.6B | $4.2B | ||
| Q1 25 | $2.3B | $4.4B | ||
| Q4 24 | $3.9B | $4.3B | ||
| Q3 24 | $2.2B | $4.6B | ||
| Q2 24 | $2.3B | $4.5B |
股东权益
DLR
HOOD
| Q1 26 | $22.9B | $9.2B | ||
| Q4 25 | $22.9B | $9.2B | ||
| Q3 25 | $23.0B | $8.6B | ||
| Q2 25 | $22.9B | $8.1B | ||
| Q1 25 | $21.3B | $8.0B | ||
| Q4 24 | $21.3B | $8.0B | ||
| Q3 24 | $21.2B | $7.2B | ||
| Q2 24 | $20.5B | $7.1B |
总资产
DLR
HOOD
| Q1 26 | $49.4B | $38.1B | ||
| Q4 25 | $49.4B | $38.1B | ||
| Q3 25 | $48.7B | $41.5B | ||
| Q2 25 | $48.7B | $35.3B | ||
| Q1 25 | $45.1B | $27.5B | ||
| Q4 24 | $45.3B | $26.2B | ||
| Q3 24 | $45.3B | $43.2B | ||
| Q2 24 | $43.6B | $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 | — | $642.0M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 1.91× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
DLR
HOOD
| Q1 26 | — | $642.0M | ||
| Q4 25 | $719.0M | $-937.0M | ||
| Q3 25 | $652.9M | $-1.6B | ||
| Q2 25 | $641.2M | $3.5B | ||
| Q1 25 | $399.1M | $642.0M | ||
| Q4 24 | $769.5M | $-1.4B | ||
| Q3 24 | $566.5M | $1.8B | ||
| Q2 24 | $573.2M | $54.0M |
现金转化率
DLR
HOOD
| Q1 26 | — | 1.91× | ||
| Q4 25 | 7.29× | -1.55× | ||
| Q3 25 | 9.63× | -2.83× | ||
| Q2 25 | 0.62× | 9.09× | ||
| Q1 25 | 3.63× | 1.91× | ||
| Q4 24 | 4.06× | -1.53× | ||
| Q3 24 | 11.07× | 12.08× | ||
| Q2 24 | 7.15× | 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
DLR
暂无分部数据
HOOD
| Transaction-based revenues | $583.0M | 63% |
| Other | $290.0M | 31% |
| Other revenues | $54.0M | 6% |