vs
英特格(ENTG)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
罗宾汉的季度营收约是英特格的1.1倍($927.0M vs $823.9M),罗宾汉净利率更高(36.2% vs 6.0%,领先30.3%),英特格同比增速更快(-3.1% vs -27.7%),过去两年罗宾汉的营收复合增速更高(16.6% vs 3.4%)
英特格是面向半导体及其他高科技行业的材料供应商,全球员工约8000人,总部位于美国马萨诸塞州比勒里卡。公司在全球多国及地区布局生产、客户服务与研发设施,覆盖美国、加拿大、中国、德国、以色列、日本、马来西亚、新加坡、韩国、中国台湾等地。
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。
ENTG vs HOOD — 直观对比
营收规模更大
HOOD
是对方的1.1倍
$823.9M
营收增速更快
ENTG
高出24.7%
-27.7%
净利率更高
HOOD
高出30.3%
6.0%
两年增速更快
HOOD
近两年复合增速
3.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $823.9M | $927.0M |
| 净利润 | $49.4M | $336.0M |
| 毛利率 | 43.8% | — |
| 营业利润率 | 12.7% | — |
| 净利率 | 6.0% | 36.2% |
| 营收同比 | -3.1% | -27.7% |
| 净利润同比 | -51.7% | -2.9% |
| 每股收益(稀释后) | $0.33 | $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
ENTG
HOOD
| Q1 26 | — | $927.0M | ||
| Q4 25 | $823.9M | $1.3B | ||
| Q3 25 | $807.1M | $1.3B | ||
| Q2 25 | $792.4M | $989.0M | ||
| Q1 25 | $773.2M | $927.0M | ||
| Q4 24 | $849.8M | $1.0B | ||
| Q3 24 | $807.7M | $637.0M | ||
| Q2 24 | $812.7M | $682.0M |
净利润
ENTG
HOOD
| Q1 26 | — | $336.0M | ||
| Q4 25 | $49.4M | $605.0M | ||
| Q3 25 | $70.5M | $556.0M | ||
| Q2 25 | $52.8M | $386.0M | ||
| Q1 25 | $62.9M | $336.0M | ||
| Q4 24 | $102.2M | $916.0M | ||
| Q3 24 | $77.6M | $150.0M | ||
| Q2 24 | $67.7M | $188.0M |
毛利率
ENTG
HOOD
| Q1 26 | — | — | ||
| Q4 25 | 43.8% | — | ||
| Q3 25 | 43.5% | — | ||
| Q2 25 | 44.4% | — | ||
| Q1 25 | 46.1% | — | ||
| Q4 24 | 45.6% | — | ||
| Q3 24 | 46.0% | — | ||
| Q2 24 | 46.2% | — |
营业利润率
ENTG
HOOD
| Q1 26 | — | — | ||
| Q4 25 | 12.7% | 51.5% | ||
| Q3 25 | 15.2% | 49.8% | ||
| Q2 25 | 13.4% | 44.7% | ||
| Q1 25 | 15.8% | 40.0% | ||
| Q4 24 | 17.6% | 55.0% | ||
| Q3 24 | 16.9% | 24.0% | ||
| Q2 24 | 16.0% | 28.0% |
净利率
ENTG
HOOD
| Q1 26 | — | 36.2% | ||
| Q4 25 | 6.0% | 47.2% | ||
| Q3 25 | 8.7% | 43.6% | ||
| Q2 25 | 6.7% | 39.0% | ||
| Q1 25 | 8.1% | 36.2% | ||
| Q4 24 | 12.0% | 90.3% | ||
| Q3 24 | 9.6% | 23.5% | ||
| Q2 24 | 8.3% | 27.6% |
每股收益(稀释后)
ENTG
HOOD
| Q1 26 | — | $336.00 | ||
| Q4 25 | $0.33 | $0.65 | ||
| Q3 25 | $0.46 | $0.61 | ||
| Q2 25 | $0.35 | $0.42 | ||
| Q1 25 | $0.41 | $0.37 | ||
| Q4 24 | $0.67 | $1.00 | ||
| Q3 24 | $0.51 | $0.17 | ||
| Q2 24 | $0.45 | $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 | $360.4M | $4.3B |
| 总债务越低越好 | $3.7B | — |
| 股东权益账面价值 | $4.0B | $9.2B |
| 总资产 | $8.4B | $38.1B |
| 负债/权益比越低杠杆越低 | 0.94× | — |
8季度趋势,按日历期对齐
现金及短期投资
ENTG
HOOD
| Q1 26 | — | $4.3B | ||
| Q4 25 | $360.4M | $4.3B | ||
| Q3 25 | $399.8M | $4.3B | ||
| Q2 25 | $376.8M | $4.2B | ||
| Q1 25 | $340.9M | $4.4B | ||
| Q4 24 | $329.2M | $4.3B | ||
| Q3 24 | $432.1M | $4.6B | ||
| Q2 24 | $320.0M | $4.5B |
总债务
ENTG
HOOD
| Q1 26 | — | — | ||
| Q4 25 | $3.7B | — | ||
| Q3 25 | $3.8B | — | ||
| Q2 25 | $4.0B | — | ||
| Q1 25 | $4.0B | — | ||
| Q4 24 | $4.0B | — | ||
| Q3 24 | $4.1B | — | ||
| Q2 24 | $4.1B | — |
股东权益
ENTG
HOOD
| Q1 26 | — | $9.2B | ||
| Q4 25 | $4.0B | $9.2B | ||
| Q3 25 | $3.9B | $8.6B | ||
| Q2 25 | $3.8B | $8.1B | ||
| Q1 25 | $3.7B | $8.0B | ||
| Q4 24 | $3.7B | $8.0B | ||
| Q3 24 | $3.6B | $7.2B | ||
| Q2 24 | $3.5B | $7.1B |
总资产
ENTG
HOOD
| Q1 26 | — | $38.1B | ||
| Q4 25 | $8.4B | $38.1B | ||
| Q3 25 | $8.4B | $41.5B | ||
| Q2 25 | $8.4B | $35.3B | ||
| Q1 25 | $8.4B | $27.5B | ||
| Q4 24 | $8.4B | $26.2B | ||
| Q3 24 | $8.5B | $43.2B | ||
| Q2 24 | $8.3B | $41.3B |
负债/权益比
ENTG
HOOD
| Q1 26 | — | — | ||
| Q4 25 | 0.94× | — | ||
| Q3 25 | 0.99× | — | ||
| Q2 25 | 1.05× | — | ||
| Q1 25 | 1.06× | — | ||
| Q4 24 | 1.08× | — | ||
| Q3 24 | 1.15× | — | ||
| Q2 24 | 1.18× | — |
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 | $192.0M | $642.0M |
| 自由现金流经营现金流 - 资本支出 | $134.0M | — |
| 自由现金流率自由现金流/营收 | 16.3% | — |
| 资本支出强度资本支出/营收 | 7.0% | — |
| 现金转化率经营现金流/净利润 | 3.89× | 1.91× |
| 过去12个月自由现金流最近4个季度 | $396.2M | — |
8季度趋势,按日历期对齐
经营现金流
ENTG
HOOD
| Q1 26 | — | $642.0M | ||
| Q4 25 | $192.0M | $-937.0M | ||
| Q3 25 | $249.5M | $-1.6B | ||
| Q2 25 | $113.5M | $3.5B | ||
| Q1 25 | $140.4M | $642.0M | ||
| Q4 24 | $176.1M | $-1.4B | ||
| Q3 24 | $197.2M | $1.8B | ||
| Q2 24 | $111.2M | $54.0M |
自由现金流
ENTG
HOOD
| Q1 26 | — | — | ||
| Q4 25 | $134.0M | — | ||
| Q3 25 | $182.8M | — | ||
| Q2 25 | $47.0M | — | ||
| Q1 25 | $32.4M | — | ||
| Q4 24 | $68.6M | — | ||
| Q3 24 | $115.0M | — | ||
| Q2 24 | $51.9M | — |
自由现金流率
ENTG
HOOD
| Q1 26 | — | — | ||
| Q4 25 | 16.3% | — | ||
| Q3 25 | 22.6% | — | ||
| Q2 25 | 5.9% | — | ||
| Q1 25 | 4.2% | — | ||
| Q4 24 | 8.1% | — | ||
| Q3 24 | 14.2% | — | ||
| Q2 24 | 6.4% | — |
资本支出强度
ENTG
HOOD
| Q1 26 | — | — | ||
| Q4 25 | 7.0% | — | ||
| Q3 25 | 8.3% | — | ||
| Q2 25 | 8.4% | — | ||
| Q1 25 | 14.0% | — | ||
| Q4 24 | 12.7% | — | ||
| Q3 24 | 10.2% | — | ||
| Q2 24 | 7.3% | — |
现金转化率
ENTG
HOOD
| Q1 26 | — | 1.91× | ||
| Q4 25 | 3.89× | -1.55× | ||
| Q3 25 | 3.54× | -2.83× | ||
| Q2 25 | 2.15× | 9.09× | ||
| Q1 25 | 2.23× | 1.91× | ||
| Q4 24 | 1.72× | -1.53× | ||
| Q3 24 | 2.54× | 12.08× | ||
| Q2 24 | 1.64× | 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
ENTG
| Fabs | $516.3M | 63% |
| Equipment And Engineering | $121.8M | 15% |
| Chemical And Materials | $83.8M | 10% |
| Other | $61.7M | 7% |
| Non Semi | $40.3M | 5% |
HOOD
| Transaction-based revenues | $583.0M | 63% |
| Other | $290.0M | 31% |
| Other revenues | $54.0M | 6% |