vs
德康医疗（DXCM）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德康医疗的1.1倍（$1.4B vs $1.3B），德康医疗净利率更高（21.2% vs -22.3%，领先43.6%），罗布乐思同比增速更快（43.2% vs 21.6%），过去两年罗布乐思的营收复合增速更高（32.9% vs 12.0%）
德康医疗是美国跨国医疗保健企业，专注于研发、生产及销售糖尿病管理领域的连续血糖监测（CGM）系列系统。其全球总部及研发中心位于美国加利福尼亚州圣地亚哥，生产基地分布于美国亚利桑那州梅萨、马来西亚峇都交湾及爱尔兰戈尔韦郡阿斯里。
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。
DXCM vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.1倍
$1.3B
营收增速更快
RBLX
高出21.6%
21.6%
净利率更高
DXCM
高出43.6%
-22.3%
两年增速更快
RBLX
近两年复合增速
12.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.4B |
| 净利润 | $267.3M | $-316.0M |
| 毛利率 | 62.9% | 77.7% |
| 营业利润率 | 25.6% | -25.3% |
| 净利率 | 21.2% | -22.3% |
| 营收同比 | 21.6% | 43.2% |
| 净利润同比 | 153.6% | -43.9% |
| 每股收益（稀释后） | $0.67 | $-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DXCMRBLX
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.0B | $1.0B | ||
| Q4 24 | $1.1B | $988.2M | ||
| Q3 24 | $994.2M | $919.0M | ||
| Q2 24 | $1.0B | $893.5M |
净利润DXCMRBLX
| Q1 26 | $267.3M | — | ||
| Q4 25 | $267.3M | $-316.0M | ||
| Q3 25 | $283.8M | $-255.6M | ||
| Q2 25 | $179.8M | $-278.4M | ||
| Q1 25 | $105.4M | $-215.1M | ||
| Q4 24 | $151.7M | $-219.6M | ||
| Q3 24 | $134.6M | $-239.3M | ||
| Q2 24 | $143.5M | $-205.9M |
毛利率DXCMRBLX
| Q1 26 | 62.9% | — | ||
| Q4 25 | 62.9% | 77.7% | ||
| Q3 25 | 60.5% | 78.2% | ||
| Q2 25 | 59.5% | 78.2% | ||
| Q1 25 | 56.9% | 78.3% | ||
| Q4 24 | 58.9% | 77.9% | ||
| Q3 24 | 59.7% | 77.7% | ||
| Q2 24 | 62.4% | 77.8% |
营业利润率DXCMRBLX
| Q1 26 | 25.6% | — | ||
| Q4 25 | 25.6% | -25.3% | ||
| Q3 25 | 20.1% | -21.8% | ||
| Q2 25 | 18.4% | -29.8% | ||
| Q1 25 | 12.9% | -24.6% | ||
| Q4 24 | 17.0% | -24.7% | ||
| Q3 24 | 15.3% | -30.4% | ||
| Q2 24 | 15.7% | -26.6% |
净利率DXCMRBLX
| Q1 26 | 21.2% | — | ||
| Q4 25 | 21.2% | -22.3% | ||
| Q3 25 | 23.5% | -18.8% | ||
| Q2 25 | 15.5% | -25.8% | ||
| Q1 25 | 10.2% | -20.8% | ||
| Q4 24 | 13.6% | -22.2% | ||
| Q3 24 | 13.5% | -26.0% | ||
| Q2 24 | 14.3% | -23.0% |
每股收益（稀释后）DXCMRBLX
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.67 | $-0.44 | ||
| Q3 25 | $0.70 | $-0.37 | ||
| Q2 25 | $0.45 | $-0.41 | ||
| Q1 25 | $0.27 | $-0.32 | ||
| Q4 24 | $0.37 | $-0.32 | ||
| Q3 24 | $0.34 | $-0.37 | ||
| Q2 24 | $0.35 | $-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 | $917.7M | $3.1B |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $2.7B | $394.5M |
| 总资产 | $6.3B | $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DXCMRBLX
| Q1 26 | $917.7M | — | ||
| Q4 25 | $917.7M | $3.1B | ||
| Q3 25 | $1.8B | $2.9B | ||
| Q2 25 | $1.2B | $2.6B | ||
| Q1 25 | $904.9M | $2.7B | ||
| Q4 24 | $606.1M | $2.4B | ||
| Q3 24 | $621.2M | $2.3B | ||
| Q2 24 | $939.2M | $2.4B |
总债务DXCMRBLX
| Q1 26 | — | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益DXCMRBLX
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $394.5M | ||
| Q3 25 | $2.7B | $407.6M | ||
| Q2 25 | $2.6B | $353.2M | ||
| Q1 25 | $2.3B | $310.7M | ||
| Q4 24 | $2.1B | $221.4M | ||
| Q3 24 | $2.0B | $189.9M | ||
| Q2 24 | $2.4B | $121.5M |
总资产DXCMRBLX
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.3B | $9.6B | ||
| Q3 25 | $7.5B | $8.6B | ||
| Q2 25 | $7.3B | $7.8B | ||
| Q1 25 | $6.8B | $7.5B | ||
| Q4 24 | $6.5B | $7.2B | ||
| Q3 24 | $6.4B | $6.7B | ||
| Q2 24 | $6.8B | $6.5B |
负债/权益比DXCMRBLX
| Q1 26 | — | — | ||
| Q4 25 | — | 2.98× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 5.48× | ||
| Q3 24 | — | — | ||
| Q2 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 | — | $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DXCMRBLX
| Q1 26 | — | — | ||
| Q4 25 | $294.0M | $607.0M | ||
| Q3 25 | $659.9M | $546.2M | ||
| Q2 25 | $303.0M | $199.3M | ||
| Q1 25 | $183.8M | $443.9M | ||
| Q4 24 | $301.4M | $184.5M | ||
| Q3 24 | $199.5M | $247.4M | ||
| Q2 24 | $279.4M | $151.4M |
自由现金流DXCMRBLX
| Q1 26 | — | — | ||
| Q4 25 | $192.1M | $308.6M | ||
| Q3 25 | $579.4M | $443.6M | ||
| Q2 25 | $208.9M | $176.7M | ||
| Q1 25 | $96.8M | $426.5M | ||
| Q4 24 | $176.8M | $120.6M | ||
| Q3 24 | $88.3M | $218.0M | ||
| Q2 24 | $213.3M | $111.7M |
自由现金流率DXCMRBLX
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | 21.8% | ||
| Q3 25 | 47.9% | 32.6% | ||
| Q2 25 | 18.1% | 16.3% | ||
| Q1 25 | 9.3% | 41.2% | ||
| Q4 24 | 15.9% | 12.2% | ||
| Q3 24 | 8.9% | 23.7% | ||
| Q2 24 | 21.2% | 12.5% |
资本支出强度DXCMRBLX
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 21.1% | ||
| Q3 25 | 6.7% | 7.5% | ||
| Q2 25 | 8.1% | 2.1% | ||
| Q1 25 | 8.4% | 1.7% | ||
| Q4 24 | 11.2% | 6.5% | ||
| Q3 24 | 11.2% | 3.2% | ||
| Q2 24 | 6.6% | 4.4% |
现金转化率DXCMRBLX
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | — | ||
| Q3 25 | 2.33× | — | ||
| Q2 25 | 1.69× | — | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 1.99× | — | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.95× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
