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艾诺斯（ENS）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艾诺斯的1.5倍（$1.4B vs $919.1M），艾诺斯净利率更高（9.8% vs -22.3%，领先32.2%），罗布乐思同比增速更快（43.2% vs 1.4%），罗布乐思自由现金流更多（$308.6M vs $171.3M），过去两年罗布乐思的营收复合增速更高（32.9% vs 0.5%）
艾诺斯是全球领先的工业储能系统及技术供应商，主营备用电源、动力电源类电池的生产，同时还提供电池充电器、电力设备、电池配件及户外设备防护机箱等相关产品，可充分满足各类工业场景的储能需求。
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。
ENS vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.5倍
$919.1M
营收增速更快
RBLX
高出41.8%
1.4%
净利率更高
ENS
高出32.2%
-22.3%
自由现金流更多
RBLX
多$137.3M
$171.3M
两年增速更快
RBLX
近两年复合增速
0.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $919.1M | $1.4B |
| 净利润 | $90.4M | $-316.0M |
| 毛利率 | 30.1% | 77.7% |
| 营业利润率 | 13.5% | -25.3% |
| 净利率 | 9.8% | -22.3% |
| 营收同比 | 1.4% | 43.2% |
| 净利润同比 | -21.3% | -43.9% |
| 每股收益（稀释后） | $2.40 | $-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ENSRBLX
| Q4 25 | $919.1M | $1.4B | ||
| Q3 25 | $951.3M | $1.4B | ||
| Q2 25 | $893.0M | $1.1B | ||
| Q1 25 | $974.8M | $1.0B | ||
| Q4 24 | $906.2M | $988.2M | ||
| Q3 24 | $883.7M | $919.0M | ||
| Q2 24 | $852.9M | $893.5M | ||
| Q1 24 | $910.7M | $801.3M |
净利润ENSRBLX
| Q4 25 | $90.4M | $-316.0M | ||
| Q3 25 | $68.4M | $-255.6M | ||
| Q2 25 | $57.5M | $-278.4M | ||
| Q1 25 | $96.5M | $-215.1M | ||
| Q4 24 | $114.8M | $-219.6M | ||
| Q3 24 | $82.3M | $-239.3M | ||
| Q2 24 | $70.1M | $-205.9M | ||
| Q1 24 | $60.9M | $-270.6M |
毛利率ENSRBLX
| Q4 25 | 30.1% | 77.7% | ||
| Q3 25 | 29.1% | 78.2% | ||
| Q2 25 | 28.4% | 78.2% | ||
| Q1 25 | 31.2% | 78.3% | ||
| Q4 24 | 32.9% | 77.9% | ||
| Q3 24 | 28.5% | 77.7% | ||
| Q2 24 | 27.9% | 77.8% | ||
| Q1 24 | 27.9% | 77.7% |
营业利润率ENSRBLX
| Q4 25 | 13.5% | -25.3% | ||
| Q3 25 | 9.7% | -21.8% | ||
| Q2 25 | 9.7% | -29.8% | ||
| Q1 25 | 13.5% | -24.6% | ||
| Q4 24 | 15.7% | -24.7% | ||
| Q3 24 | 11.2% | -30.4% | ||
| Q2 24 | 10.7% | -26.6% | ||
| Q1 24 | 8.9% | -37.7% |
净利率ENSRBLX
| Q4 25 | 9.8% | -22.3% | ||
| Q3 25 | 7.2% | -18.8% | ||
| Q2 25 | 6.4% | -25.8% | ||
| Q1 25 | 9.9% | -20.8% | ||
| Q4 24 | 12.7% | -22.2% | ||
| Q3 24 | 9.3% | -26.0% | ||
| Q2 24 | 8.2% | -23.0% | ||
| Q1 24 | 6.7% | -33.8% |
每股收益（稀释后）ENSRBLX
| Q4 25 | $2.40 | $-0.44 | ||
| Q3 25 | $1.80 | $-0.37 | ||
| Q2 25 | $1.46 | $-0.41 | ||
| Q1 25 | $2.39 | $-0.32 | ||
| Q4 24 | $2.88 | $-0.32 | ||
| Q3 24 | $2.01 | $-0.37 | ||
| Q2 24 | $1.71 | $-0.32 | ||
| Q1 24 | $1.48 | $-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 | $450.1M | $3.1B |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $1.9B | $394.5M |
| 总资产 | $4.0B | $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ENSRBLX
| Q4 25 | $450.1M | $3.1B | ||
| Q3 25 | $388.6M | $2.9B | ||
| Q2 25 | $346.7M | $2.6B | ||
| Q1 25 | $343.1M | $2.7B | ||
| Q4 24 | $463.2M | $2.4B | ||
| Q3 24 | $407.9M | $2.3B | ||
| Q2 24 | $344.1M | $2.4B | ||
| Q1 24 | $333.3M | $2.4B |
总债务ENSRBLX
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $802.0M | — |
股东权益ENSRBLX
| Q4 25 | $1.9B | $394.5M | ||
| Q3 25 | $1.9B | $407.6M | ||
| Q2 25 | $1.9B | $353.2M | ||
| Q1 25 | $1.9B | $310.7M | ||
| Q4 24 | $1.8B | $221.4M | ||
| Q3 24 | $1.8B | $189.9M | ||
| Q2 24 | $1.8B | $121.5M | ||
| Q1 24 | $1.8B | $71.6M |
总资产ENSRBLX
| Q4 25 | $4.0B | $9.6B | ||
| Q3 25 | $4.1B | $8.6B | ||
| Q2 25 | $4.1B | $7.8B | ||
| Q1 25 | $4.0B | $7.5B | ||
| Q4 24 | $4.0B | $7.2B | ||
| Q3 24 | $4.0B | $6.7B | ||
| Q2 24 | $3.6B | $6.5B | ||
| Q1 24 | $3.5B | $6.3B |
负债/权益比ENSRBLX
| Q4 25 | — | 2.98× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.57× | — | ||
| Q4 24 | — | 5.48× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.46× | — |
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 | $184.6M | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $171.3M | $308.6M |
| 自由现金流率自由现金流/营收 | 18.6% | 21.8% |
| 资本支出强度资本支出/营收 | 1.4% | 21.1% |
| 现金转化率经营现金流/净利润 | 2.04× | — |
| 过去12个月自由现金流最近4个季度 | $441.3M | $1.4B |
8季度趋势，按日历期对齐
经营现金流ENSRBLX
| Q4 25 | $184.6M | $607.0M | ||
| Q3 25 | $218.0M | $546.2M | ||
| Q2 25 | $968.0K | $199.3M | ||
| Q1 25 | $135.2M | $443.9M | ||
| Q4 24 | $81.1M | $184.5M | ||
| Q3 24 | $33.6M | $247.4M | ||
| Q2 24 | $10.4M | $151.4M | ||
| Q1 24 | — | $238.9M |
自由现金流ENSRBLX
| Q4 25 | $171.3M | $308.6M | ||
| Q3 25 | $197.1M | $443.6M | ||
| Q2 25 | $-32.1M | $176.7M | ||
| Q1 25 | $104.9M | $426.5M | ||
| Q4 24 | $56.8M | $120.6M | ||
| Q3 24 | $3.3M | $218.0M | ||
| Q2 24 | $-25.7M | $111.7M | ||
| Q1 24 | — | $192.3M |
自由现金流率ENSRBLX
| Q4 25 | 18.6% | 21.8% | ||
| Q3 25 | 20.7% | 32.6% | ||
| Q2 25 | -3.6% | 16.3% | ||
| Q1 25 | 10.8% | 41.2% | ||
| Q4 24 | 6.3% | 12.2% | ||
| Q3 24 | 0.4% | 23.7% | ||
| Q2 24 | -3.0% | 12.5% | ||
| Q1 24 | — | 24.0% |
资本支出强度ENSRBLX
| Q4 25 | 1.4% | 21.1% | ||
| Q3 25 | 2.2% | 7.5% | ||
| Q2 25 | 3.7% | 2.1% | ||
| Q1 25 | 3.1% | 1.7% | ||
| Q4 24 | 2.7% | 6.5% | ||
| Q3 24 | 3.4% | 3.2% | ||
| Q2 24 | 4.2% | 4.4% | ||
| Q1 24 | — | 5.8% |
现金转化率ENSRBLX
| Q4 25 | 2.04× | — | ||
| Q3 25 | 3.19× | — | ||
| Q2 25 | 0.02× | — | ||
| Q1 25 | 1.40× | — | ||
| Q4 24 | 0.71× | — | ||
| Q3 24 | 0.41× | — | ||
| Q2 24 | 0.15× | — | ||
| Q1 24 | — | — |
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
ENS
| Energy Systems | $399.5M | 43% |
| Motive Power | $352.0M | 38% |
| Services | $92.6M | 10% |
| Transferred Over Time | $38.2M | 4% |
| Other | $36.8M | 4% |
RBLX
暂无分部数据
