vs
Dover Corporation（DOV）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
Dover Corporation的季度营收约是罗布乐思的1.5倍（$2.1B vs $1.4B），Dover Corporation净利率更高（13.4% vs -22.3%，领先35.8%），罗布乐思同比增速更快（43.2% vs 12.5%），过去两年罗布乐思的营收复合增速更高（32.9% vs -1.8%）
美国工业产品综合性制造集团，1955年成立，总部位于伊利诺伊州唐纳斯格罗夫。旗下业务分为工程产品、清洁能源与加注、成像与识别、泵与工艺解决方案、气候与可持续技术五大板块，为标普500指数成分股，纽交所交易代码DOV，2024年位列财富榜单第448位。
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。
DOV vs RBLX — 直观对比
营收规模更大
DOV
是对方的1.5倍
$1.4B
营收增速更快
RBLX
高出30.7%
12.5%
净利率更高
DOV
高出35.8%
-22.3%
两年增速更快
RBLX
近两年复合增速
-1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $1.4B |
| 净利润 | $282.1M | $-316.0M |
| 毛利率 | 39.1% | 77.7% |
| 营业利润率 | 16.5% | -25.3% |
| 净利率 | 13.4% | -22.3% |
| 营收同比 | 12.5% | 43.2% |
| 净利润同比 | 22.2% | -43.9% |
| 每股收益（稀释后） | $2.06 | $-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DOVRBLX
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $1.4B | ||
| Q3 25 | $2.1B | $1.4B | ||
| Q2 25 | $2.0B | $1.1B | ||
| Q1 25 | $1.9B | $1.0B | ||
| Q4 24 | $1.5B | $988.2M | ||
| Q3 24 | $2.0B | $919.0M | ||
| Q2 24 | $2.2B | $893.5M |
净利润DOVRBLX
| Q1 26 | $282.1M | — | ||
| Q4 25 | $282.1M | $-316.0M | ||
| Q3 25 | $302.0M | $-255.6M | ||
| Q2 25 | $279.1M | $-278.4M | ||
| Q1 25 | $230.8M | $-215.1M | ||
| Q4 24 | $1.4B | $-219.6M | ||
| Q3 24 | $347.1M | $-239.3M | ||
| Q2 24 | $281.8M | $-205.9M |
毛利率DOVRBLX
| Q1 26 | 39.1% | — | ||
| Q4 25 | 39.1% | 77.7% | ||
| Q3 25 | 40.1% | 78.2% | ||
| Q2 25 | 39.9% | 78.2% | ||
| Q1 25 | 40.0% | 78.3% | ||
| Q4 24 | 41.4% | 77.9% | ||
| Q3 24 | 38.5% | 77.7% | ||
| Q2 24 | 37.7% | 77.8% |
营业利润率DOVRBLX
| Q1 26 | 16.5% | — | ||
| Q4 25 | 16.5% | -25.3% | ||
| Q3 25 | 18.2% | -21.8% | ||
| Q2 25 | 17.3% | -29.8% | ||
| Q1 25 | 15.9% | -24.6% | ||
| Q4 24 | 14.0% | -24.7% | ||
| Q3 24 | 16.8% | -30.4% | ||
| Q2 24 | 17.0% | -26.6% |
净利率DOVRBLX
| Q1 26 | 13.4% | — | ||
| Q4 25 | 13.4% | -22.3% | ||
| Q3 25 | 14.5% | -18.8% | ||
| Q2 25 | 13.6% | -25.8% | ||
| Q1 25 | 12.4% | -20.8% | ||
| Q4 24 | 96.4% | -22.2% | ||
| Q3 24 | 17.5% | -26.0% | ||
| Q2 24 | 12.9% | -23.0% |
每股收益（稀释后）DOVRBLX
| Q1 26 | $2.06 | — | ||
| Q4 25 | $2.06 | $-0.44 | ||
| Q3 25 | $2.19 | $-0.37 | ||
| Q2 25 | $2.02 | $-0.41 | ||
| Q1 25 | $1.67 | $-0.32 | ||
| Q4 24 | $10.38 | $-0.32 | ||
| Q3 24 | $2.51 | $-0.37 | ||
| Q2 24 | $2.04 | $-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 | — | $3.1B |
| 总债务越低越好 | $3.3B | $1.2B |
| 股东权益账面价值 | $7.4B | $394.5M |
| 总资产 | $13.4B | $9.6B |
| 负债/权益比越低杠杆越低 | 0.45× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资DOVRBLX
| Q1 26 | — | — | ||
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.4B |
总债务DOVRBLX
| Q1 26 | $3.3B | — | ||
| Q4 25 | $3.3B | $1.2B | ||
| Q3 25 | $3.1B | — | ||
| Q2 25 | $3.1B | — | ||
| Q1 25 | $3.0B | — | ||
| Q4 24 | $2.9B | $1.2B | ||
| Q3 24 | $3.0B | — | ||
| Q2 24 | $3.0B | — |
股东权益DOVRBLX
| Q1 26 | $7.4B | — | ||
| Q4 25 | $7.4B | $394.5M | ||
| Q3 25 | $7.7B | $407.6M | ||
| Q2 25 | $7.4B | $353.2M | ||
| Q1 25 | $7.1B | $310.7M | ||
| Q4 24 | $7.0B | $221.4M | ||
| Q3 24 | $5.7B | $189.9M | ||
| Q2 24 | $5.4B | $121.5M |
总资产DOVRBLX
| Q1 26 | $13.4B | — | ||
| Q4 25 | $13.4B | $9.6B | ||
| Q3 25 | $13.4B | $8.6B | ||
| Q2 25 | $13.2B | $7.8B | ||
| Q1 25 | $12.6B | $7.5B | ||
| Q4 24 | $12.5B | $7.2B | ||
| Q3 24 | $11.9B | $6.7B | ||
| Q2 24 | $11.3B | $6.5B |
负债/权益比DOVRBLX
| Q1 26 | 0.45× | — | ||
| Q4 25 | 0.45× | 2.98× | ||
| Q3 25 | 0.40× | — | ||
| Q2 25 | 0.41× | — | ||
| Q1 25 | 0.42× | — | ||
| Q4 24 | 0.42× | 5.48× | ||
| Q3 24 | 0.53× | — | ||
| Q2 24 | 0.55× | — |
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DOVRBLX
| Q1 26 | — | — | ||
| Q4 25 | $543.9M | $607.0M | ||
| Q3 25 | $424.2M | $546.2M | ||
| Q2 25 | $212.3M | $199.3M | ||
| Q1 25 | $157.5M | $443.9M | ||
| Q4 24 | $439.0M | $184.5M | ||
| Q3 24 | $353.2M | $247.4M | ||
| Q2 24 | $203.7M | $151.4M |
自由现金流DOVRBLX
| Q1 26 | — | — | ||
| Q4 25 | $487.0M | $308.6M | ||
| Q3 25 | $370.1M | $443.6M | ||
| Q2 25 | $151.4M | $176.7M | ||
| Q1 25 | $109.3M | $426.5M | ||
| Q4 24 | $385.0M | $120.6M | ||
| Q3 24 | $325.0M | $218.0M | ||
| Q2 24 | $162.8M | $111.7M |
自由现金流率DOVRBLX
| Q1 26 | — | — | ||
| Q4 25 | 23.2% | 21.8% | ||
| Q3 25 | 17.8% | 32.6% | ||
| Q2 25 | 7.4% | 16.3% | ||
| Q1 25 | 5.9% | 41.2% | ||
| Q4 24 | 25.8% | 12.2% | ||
| Q3 24 | 16.4% | 23.7% | ||
| Q2 24 | 7.5% | 12.5% |
资本支出强度DOVRBLX
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 21.1% | ||
| Q3 25 | 2.6% | 7.5% | ||
| Q2 25 | 3.0% | 2.1% | ||
| Q1 25 | 2.6% | 1.7% | ||
| Q4 24 | 3.6% | 6.5% | ||
| Q3 24 | 1.4% | 3.2% | ||
| Q2 24 | 1.9% | 4.4% |
现金转化率DOVRBLX
| Q1 26 | — | — | ||
| Q4 25 | 1.93× | — | ||
| Q3 25 | 1.40× | — | ||
| Q2 25 | 0.76× | — | ||
| Q1 25 | 0.68× | — | ||
| Q4 24 | 0.31× | — | ||
| Q3 24 | 1.02× | — | ||
| Q2 24 | 0.72× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
