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Equity Residential（EQR）与ROKU, INC（ROKU）财务数据对比。点击上方公司名可切换其他公司
ROKU, INC的季度营收约是Equity Residential的1.8倍（$1.4B vs $781.9M），Equity Residential净利率更高（48.9% vs 5.8%，领先43.1%），ROKU, INC同比增速更快（16.1% vs 2.0%），过去两年ROKU, INC的营收复合增速更高（25.8% vs 3.4%）
Equity Residential是总部位于美国的公开上市房地产投资信托基金（REIT），核心业务聚焦公寓类不动产投资，在全美多地持有大量优质公寓资产，深耕租赁住房市场，拥有成熟的运营管理经验和突出的行业竞争优势。
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。
EQR vs ROKU — 直观对比
营收规模更大
ROKU
是对方的1.8倍
$781.9M
营收增速更快
ROKU
高出14.2%
2.0%
净利率更高
EQR
高出43.1%
5.8%
两年增速更快
ROKU
近两年复合增速
3.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $781.9M | $1.4B |
| 净利润 | $382.1M | $80.5M |
| 毛利率 | — | 43.5% |
| 营业利润率 | 50.6% | 4.7% |
| 净利率 | 48.9% | 5.8% |
| 营收同比 | 2.0% | 16.1% |
| 净利润同比 | -8.8% | 326.4% |
| 每股收益（稀释后） | $1.01 | $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EQRROKU
| Q4 25 | $781.9M | $1.4B | ||
| Q3 25 | $782.4M | $1.2B | ||
| Q2 25 | $768.8M | $1.1B | ||
| Q1 25 | $760.8M | $1.0B | ||
| Q4 24 | $766.8M | $1.2B | ||
| Q3 24 | $748.3M | $1.1B | ||
| Q2 24 | $734.2M | $968.2M | ||
| Q1 24 | $730.8M | $881.5M |
净利润EQRROKU
| Q4 25 | $382.1M | $80.5M | ||
| Q3 25 | $289.1M | $24.8M | ||
| Q2 25 | $192.4M | $10.5M | ||
| Q1 25 | $256.6M | $-27.4M | ||
| Q4 24 | $419.1M | $-35.5M | ||
| Q3 24 | $143.4M | $-9.0M | ||
| Q2 24 | $177.5M | $-34.0M | ||
| Q1 24 | $295.8M | $-50.9M |
毛利率EQRROKU
| Q4 25 | — | 43.5% | ||
| Q3 25 | — | 43.4% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 43.6% | ||
| Q4 24 | — | 42.7% | ||
| Q3 24 | — | 45.2% | ||
| Q2 24 | — | 43.9% | ||
| Q1 24 | — | 44.1% |
营业利润率EQRROKU
| Q4 25 | 50.6% | 4.7% | ||
| Q3 25 | 38.5% | 0.8% | ||
| Q2 25 | 26.6% | -2.1% | ||
| Q1 25 | 35.7% | -5.7% | ||
| Q4 24 | 57.2% | -3.3% | ||
| Q3 24 | 20.1% | -3.4% | ||
| Q2 24 | 25.3% | -7.4% | ||
| Q1 24 | 42.0% | -8.2% |
净利率EQRROKU
| Q4 25 | 48.9% | 5.8% | ||
| Q3 25 | 36.9% | 2.0% | ||
| Q2 25 | 25.0% | 0.9% | ||
| Q1 25 | 33.7% | -2.7% | ||
| Q4 24 | 54.7% | -3.0% | ||
| Q3 24 | 19.2% | -0.9% | ||
| Q2 24 | 24.2% | -3.5% | ||
| Q1 24 | 40.5% | -5.8% |
每股收益（稀释后）EQRROKU
| Q4 25 | $1.01 | $0.55 | ||
| Q3 25 | $0.76 | $0.16 | ||
| Q2 25 | $0.50 | $0.07 | ||
| Q1 25 | $0.67 | $-0.19 | ||
| Q4 24 | $1.10 | $-0.24 | ||
| Q3 24 | $0.38 | $-0.06 | ||
| Q2 24 | $0.47 | $-0.24 | ||
| Q1 24 | $0.77 | $-0.35 |
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 | $55.9M | $2.3B |
| 总债务越低越好 | $8.2B | — |
| 股东权益账面价值 | $11.0B | $2.7B |
| 总资产 | $20.7B | $4.4B |
| 负债/权益比越低杠杆越低 | 0.75× | — |
8季度趋势，按日历期对齐
现金及短期投资EQRROKU
| Q4 25 | $55.9M | $2.3B | ||
| Q3 25 | $93.1M | $2.3B | ||
| Q2 25 | $31.3M | $2.3B | ||
| Q1 25 | $39.8M | $2.3B | ||
| Q4 24 | $62.3M | $2.2B | ||
| Q3 24 | $28.6M | $2.1B | ||
| Q2 24 | $38.3M | $2.1B | ||
| Q1 24 | $44.5M | $2.1B |
总债务EQRROKU
| Q4 25 | $8.2B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $8.2B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益EQRROKU
| Q4 25 | $11.0B | $2.7B | ||
| Q3 25 | $11.1B | $2.6B | ||
| Q2 25 | $11.0B | $2.6B | ||
| Q1 25 | $11.0B | $2.5B | ||
| Q4 24 | $11.0B | $2.5B | ||
| Q3 24 | $10.9B | $2.5B | ||
| Q2 24 | $11.0B | $2.4B | ||
| Q1 24 | $11.1B | $2.4B |
总资产EQRROKU
| Q4 25 | $20.7B | $4.4B | ||
| Q3 25 | $21.1B | $4.4B | ||
| Q2 25 | $21.0B | $4.3B | ||
| Q1 25 | $20.6B | $4.2B | ||
| Q4 24 | $20.8B | $4.3B | ||
| Q3 24 | $20.9B | $4.3B | ||
| Q2 24 | $19.8B | $4.1B | ||
| Q1 24 | $19.9B | $4.2B |
负债/权益比EQRROKU
| Q4 25 | 0.75× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.74× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $387.0M | $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 | 1.01× | 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EQRROKU
| Q4 25 | $387.0M | $107.7M | ||
| Q3 25 | $476.7M | $127.6M | ||
| Q2 25 | $359.5M | $109.7M | ||
| Q1 25 | $425.5M | $138.7M | ||
| Q4 24 | $354.2M | $79.3M | ||
| Q3 24 | $401.4M | $68.7M | ||
| Q2 24 | $396.9M | $23.4M | ||
| Q1 24 | $421.0M | $46.7M |
自由现金流EQRROKU
| Q4 25 | — | $106.6M | ||
| Q3 25 | — | $126.5M | ||
| Q2 25 | — | $108.6M | ||
| Q1 25 | — | $136.8M | ||
| Q4 24 | — | $76.8M | ||
| Q3 24 | — | $67.6M | ||
| Q2 24 | — | $22.5M | ||
| Q1 24 | — | $46.0M |
自由现金流率EQRROKU
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 10.4% | ||
| Q2 25 | — | 9.8% | ||
| Q1 25 | — | 13.4% | ||
| Q4 24 | — | 6.4% | ||
| Q3 24 | — | 6.4% | ||
| Q2 24 | — | 2.3% | ||
| Q1 24 | — | 5.2% |
资本支出强度EQRROKU
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 0.1% |
现金转化率EQRROKU
| Q4 25 | 1.01× | 1.34× | ||
| Q3 25 | 1.65× | 5.14× | ||
| Q2 25 | 1.87× | 10.45× | ||
| Q1 25 | 1.66× | — | ||
| Q4 24 | 0.85× | — | ||
| Q3 24 | 2.80× | — | ||
| Q2 24 | 2.24× | — | ||
| Q1 24 | 1.42× | — |
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
EQR
暂无分部数据
ROKU
| Services | $1.2B | 88% |
| Products | $170.9M | 12% |
