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伊士曼化工（EMN）与ROKU, INC（ROKU）财务数据对比。点击上方公司名可切换其他公司
伊士曼化工的季度营收约是ROKU, INC的1.4倍（$2.0B vs $1.4B），ROKU, INC净利率更高（5.8% vs 5.3%，领先0.4%），ROKU, INC同比增速更快（16.1% vs -13.8%），过去两年ROKU, INC的营收复合增速更高（25.8% vs -8.6%）
伊士曼化工是总部位于美国田纳西州金斯波特的全球特种材料企业，前身为柯达子公司，1920年成立，1994年独立运营。公司在全球拥有36个生产基地、约1.4万名员工，生产各类先进材料、化学品和纤维产品，广泛应用于日常生活领域，2023年销售额约92.1亿美元。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
EMN vs ROKU — 直观对比
营收规模更大
EMN
是对方的1.4倍
$1.4B
营收增速更快
ROKU
高出30.0%
-13.8%
净利率更高
ROKU
高出0.4%
5.3%
两年增速更快
ROKU
近两年复合增速
-8.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.4B |
| 净利润 | $105.0M | $80.5M |
| 毛利率 | 17.1% | 43.5% |
| 营业利润率 | — | 4.7% |
| 净利率 | 5.3% | 5.8% |
| 营收同比 | -13.8% | 16.1% |
| 净利润同比 | -42.3% | 326.4% |
| 每股收益（稀释后） | $0.93 | $0.55 |
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EMNROKU
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $1.4B | ||
| Q3 25 | $2.2B | $1.2B | ||
| Q2 25 | $2.3B | $1.1B | ||
| Q1 25 | $2.3B | $1.0B | ||
| Q4 24 | $2.2B | $1.2B | ||
| Q3 24 | $2.5B | $1.1B | ||
| Q2 24 | $2.4B | $968.2M |
净利润EMNROKU
| Q1 26 | $105.0M | — | ||
| Q4 25 | $105.0M | $80.5M | ||
| Q3 25 | $47.0M | $24.8M | ||
| Q2 25 | $140.0M | $10.5M | ||
| Q1 25 | $182.0M | $-27.4M | ||
| Q4 24 | $330.0M | $-35.5M | ||
| Q3 24 | $180.0M | $-9.0M | ||
| Q2 24 | $230.0M | $-34.0M |
毛利率EMNROKU
| Q1 26 | 17.1% | — | ||
| Q4 25 | 17.1% | 43.5% | ||
| Q3 25 | 19.7% | 43.4% | ||
| Q2 25 | 22.1% | 44.8% | ||
| Q1 25 | 24.8% | 43.6% | ||
| Q4 24 | 24.7% | 42.7% | ||
| Q3 24 | 24.6% | 45.2% | ||
| Q2 24 | 25.3% | 43.9% |
营业利润率EMNROKU
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 4.7% | ||
| Q3 25 | 6.1% | 0.8% | ||
| Q2 25 | 7.4% | -2.1% | ||
| Q1 25 | 11.0% | -5.7% | ||
| Q4 24 | 13.2% | -3.3% | ||
| Q3 24 | 11.4% | -3.4% | ||
| Q2 24 | 12.1% | -7.4% |
净利率EMNROKU
| Q1 26 | 5.3% | — | ||
| Q4 25 | 5.3% | 5.8% | ||
| Q3 25 | 2.1% | 2.0% | ||
| Q2 25 | 6.1% | 0.9% | ||
| Q1 25 | 7.9% | -2.7% | ||
| Q4 24 | 14.7% | -3.0% | ||
| Q3 24 | 7.3% | -0.9% | ||
| Q2 24 | 9.7% | -3.5% |
每股收益（稀释后）EMNROKU
| Q1 26 | $0.93 | — | ||
| Q4 25 | $0.93 | $0.55 | ||
| Q3 25 | $0.40 | $0.16 | ||
| Q2 25 | $1.20 | $0.07 | ||
| Q1 25 | $1.57 | $-0.19 | ||
| Q4 24 | $2.81 | $-0.24 | ||
| Q3 24 | $1.53 | $-0.06 | ||
| Q2 24 | $1.94 | $-0.24 |
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 | $566.0M | $2.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.0B | $2.7B |
| 总资产 | $14.9B | $4.4B |
| 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EMNROKU
| Q1 26 | $566.0M | — | ||
| Q4 25 | $566.0M | $2.3B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | $837.0M | $2.2B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.1B |
股东权益EMNROKU
| Q1 26 | $6.0B | — | ||
| Q4 25 | $6.0B | $2.7B | ||
| Q3 25 | $5.8B | $2.6B | ||
| Q2 25 | $5.8B | $2.6B | ||
| Q1 25 | $5.9B | $2.5B | ||
| Q4 24 | $5.8B | $2.5B | ||
| Q3 24 | $5.7B | $2.5B | ||
| Q2 24 | $5.6B | $2.4B |
总资产EMNROKU
| Q1 26 | $14.9B | — | ||
| Q4 25 | $14.9B | $4.4B | ||
| Q3 25 | $15.0B | $4.4B | ||
| Q2 25 | $15.2B | $4.3B | ||
| Q1 25 | $15.0B | $4.2B | ||
| Q4 24 | $15.2B | $4.3B | ||
| Q3 24 | $15.1B | $4.3B | ||
| Q2 24 | $14.9B | $4.1B |
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 | — | $107.7M |
| 自由现金流经营现金流 - 资本支出 | — | $106.6M |
| 自由现金流率自由现金流/营收 | — | 7.6% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 现金转化率经营现金流/净利润 | — | 1.34× |
| 过去12个月自由现金流最近4个季度 | — | $478.4M |
8季度趋势，按日历期对齐
经营现金流EMNROKU
| Q1 26 | — | — | ||
| Q4 25 | $502.0M | $107.7M | ||
| Q3 25 | $402.0M | $127.6M | ||
| Q2 25 | $233.0M | $109.7M | ||
| Q1 25 | $-167.0M | $138.7M | ||
| Q4 24 | $540.0M | $79.3M | ||
| Q3 24 | $396.0M | $68.7M | ||
| Q2 24 | $367.0M | $23.4M |
自由现金流EMNROKU
| Q1 26 | — | — | ||
| Q4 25 | $390.0M | $106.6M | ||
| Q3 25 | $265.0M | $126.5M | ||
| Q2 25 | $83.0M | $108.6M | ||
| Q1 25 | $-314.0M | $136.8M | ||
| Q4 24 | $361.0M | $76.8M | ||
| Q3 24 | $276.0M | $67.6M | ||
| Q2 24 | $252.0M | $22.5M |
自由现金流率EMNROKU
| Q1 26 | — | — | ||
| Q4 25 | 19.8% | 7.6% | ||
| Q3 25 | 12.0% | 10.4% | ||
| Q2 25 | 3.6% | 9.8% | ||
| Q1 25 | -13.7% | 13.4% | ||
| Q4 24 | 16.1% | 6.4% | ||
| Q3 24 | 11.2% | 6.4% | ||
| Q2 24 | 10.7% | 2.3% |
资本支出强度EMNROKU
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 0.1% | ||
| Q3 25 | 6.2% | 0.1% | ||
| Q2 25 | 6.6% | 0.1% | ||
| Q1 25 | 6.4% | 0.2% | ||
| Q4 24 | 8.0% | 0.2% | ||
| Q3 24 | 4.9% | 0.1% | ||
| Q2 24 | 4.9% | 0.1% |
现金转化率EMNROKU
| Q1 26 | — | — | ||
| Q4 25 | 4.78× | 1.34× | ||
| Q3 25 | 8.55× | 5.14× | ||
| Q2 25 | 1.66× | 10.45× | ||
| Q1 25 | -0.92× | — | ||
| Q4 24 | 1.64× | — | ||
| Q3 24 | 2.20× | — | ||
| Q2 24 | 1.60× | — |
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
EMN
暂无分部数据
ROKU
| Services | $1.2B | 88% |
| Products | $170.9M | 12% |
