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Element Solutions Inc（ESI）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Element Solutions Inc的1.1倍（$927.0M vs $840.0M），罗宾汉净利率更高（36.2% vs 6.7%，领先29.6%），Element Solutions Inc同比增速更快（41.0% vs -27.7%），过去两年Element Solutions Inc的营收复合增速更高（17.1% vs 16.6%）
Element Solutions Inc是一家总部位于美国的特种化学品生产企业，专注于特种化学品领域的生产运营，于纽约证券交易所挂牌上市，业务覆盖全球多个市场，为各行业客户提供专业的特种化学品产品及相关解决方案。
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。
ESI vs HOOD — 直观对比
营收规模更大
HOOD
是对方的1.1倍
$840.0M
营收增速更快
ESI
高出68.7%
-27.7%
净利率更高
HOOD
高出29.6%
6.7%
两年增速更快
ESI
近两年复合增速
16.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $840.0M | $927.0M |
| 净利润 | $56.0M | $336.0M |
| 毛利率 | 38.4% | — |
| 营业利润率 | 13.3% | — |
| 净利率 | 6.7% | 36.2% |
| 营收同比 | 41.0% | -27.7% |
| 净利润同比 | -42.9% | -2.9% |
| 每股收益（稀释后） | $0.23 | $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ESIHOOD
| Q1 26 | $840.0M | $927.0M | ||
| Q4 25 | $676.2M | $1.3B | ||
| Q3 25 | $656.1M | $1.3B | ||
| Q2 25 | $625.2M | $989.0M | ||
| Q1 25 | $593.7M | $927.0M | ||
| Q4 24 | $624.2M | $1.0B | ||
| Q3 24 | $645.0M | $637.0M | ||
| Q2 24 | $612.7M | $682.0M |
净利润ESIHOOD
| Q1 26 | $56.0M | $336.0M | ||
| Q4 25 | $6.2M | $605.0M | ||
| Q3 25 | $39.3M | $556.0M | ||
| Q2 25 | $47.4M | $386.0M | ||
| Q1 25 | $98.0M | $336.0M | ||
| Q4 24 | $54.7M | $916.0M | ||
| Q3 24 | $40.3M | $150.0M | ||
| Q2 24 | $93.2M | $188.0M |
毛利率ESIHOOD
| Q1 26 | 38.4% | — | ||
| Q4 25 | 40.9% | — | ||
| Q3 25 | 42.2% | — | ||
| Q2 25 | 42.6% | — | ||
| Q1 25 | 42.2% | — | ||
| Q4 24 | 41.0% | — | ||
| Q3 24 | 41.5% | — | ||
| Q2 24 | 43.6% | — |
营业利润率ESIHOOD
| Q1 26 | 13.3% | — | ||
| Q4 25 | 10.3% | 51.5% | ||
| Q3 25 | 15.4% | 49.8% | ||
| Q2 25 | 15.1% | 44.7% | ||
| Q1 25 | 13.0% | 40.0% | ||
| Q4 24 | 12.0% | 55.0% | ||
| Q3 24 | 14.7% | 24.0% | ||
| Q2 24 | 15.7% | 28.0% |
净利率ESIHOOD
| Q1 26 | 6.7% | 36.2% | ||
| Q4 25 | 0.9% | 47.2% | ||
| Q3 25 | 6.0% | 43.6% | ||
| Q2 25 | 7.6% | 39.0% | ||
| Q1 25 | 16.5% | 36.2% | ||
| Q4 24 | 8.8% | 90.3% | ||
| Q3 24 | 6.2% | 23.5% | ||
| Q2 24 | 15.2% | 27.6% |
每股收益（稀释后）ESIHOOD
| Q1 26 | $0.23 | $336.00 | ||
| Q4 25 | $0.03 | $0.65 | ||
| Q3 25 | $0.16 | $0.61 | ||
| Q2 25 | $0.20 | $0.42 | ||
| Q1 25 | $0.40 | $0.37 | ||
| Q4 24 | $0.22 | $1.00 | ||
| Q3 24 | $0.17 | $0.17 | ||
| Q2 24 | $0.39 | $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 | $177.3M | $4.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $9.2B |
| 总资产 | $5.7B | $38.1B |
| 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ESIHOOD
| Q1 26 | $177.3M | $4.3B | ||
| Q4 25 | $626.5M | $4.3B | ||
| Q3 25 | $594.3M | $4.3B | ||
| Q2 25 | $529.9M | $4.2B | ||
| Q1 25 | $499.2M | $4.4B | ||
| Q4 24 | $359.4M | $4.3B | ||
| Q3 24 | $376.0M | $4.6B | ||
| Q2 24 | $309.3M | $4.5B |
总债务ESIHOOD
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.9B | — |
股东权益ESIHOOD
| Q1 26 | $2.7B | $9.2B | ||
| Q4 25 | $2.7B | $9.2B | ||
| Q3 25 | $2.7B | $8.6B | ||
| Q2 25 | $2.6B | $8.1B | ||
| Q1 25 | $2.5B | $8.0B | ||
| Q4 24 | $2.4B | $8.0B | ||
| Q3 24 | $2.4B | $7.2B | ||
| Q2 24 | $2.4B | $7.1B |
总资产ESIHOOD
| Q1 26 | $5.7B | $38.1B | ||
| Q4 25 | $5.1B | $38.1B | ||
| Q3 25 | $5.0B | $41.5B | ||
| Q2 25 | $5.0B | $35.3B | ||
| Q1 25 | $4.8B | $27.5B | ||
| Q4 24 | $4.9B | $26.2B | ||
| Q3 24 | $5.1B | $43.2B | ||
| Q2 24 | $5.0B | $41.3B |
负债/权益比ESIHOOD
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 0.64× | — | ||
| Q4 24 | 0.76× | — | ||
| Q3 24 | 0.78× | — | ||
| Q2 24 | 0.81× | — |
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 | — | $642.0M |
| 自由现金流经营现金流 - 资本支出 | $-74.2M | — |
| 自由现金流率自由现金流/营收 | -8.8% | — |
| 资本支出强度资本支出/营收 | 3.0% | — |
| 现金转化率经营现金流/净利润 | — | 1.91× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ESIHOOD
| Q1 26 | — | $642.0M | ||
| Q4 25 | — | $-937.0M | ||
| Q3 25 | $100.1M | $-1.6B | ||
| Q2 25 | — | $3.5B | ||
| Q1 25 | $26.0M | $642.0M | ||
| Q4 24 | — | $-1.4B | ||
| Q3 24 | $98.5M | $1.8B | ||
| Q2 24 | — | $54.0M |
自由现金流ESIHOOD
| Q1 26 | $-74.2M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $83.6M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $15.0M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $85.9M | — | ||
| Q2 24 | — | — |
自由现金流率ESIHOOD
| Q1 26 | -8.8% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 12.7% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 2.5% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 13.3% | — | ||
| Q2 24 | — | — |
资本支出强度ESIHOOD
| Q1 26 | 3.0% | — | ||
| Q4 25 | 2.5% | — | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | 2.8% | — | ||
| Q1 25 | 1.9% | — | ||
| Q4 24 | 3.6% | — | ||
| Q3 24 | 2.0% | — | ||
| Q2 24 | 2.4% | — |
现金转化率ESIHOOD
| Q1 26 | — | 1.91× | ||
| Q4 25 | — | -1.55× | ||
| Q3 25 | 2.55× | -2.83× | ||
| Q2 25 | — | 9.09× | ||
| Q1 25 | 0.27× | 1.91× | ||
| Q4 24 | — | -1.53× | ||
| Q3 24 | 2.44× | 12.08× | ||
| Q2 24 | — | 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
ESI
| Electronics ex-Metals | $377.8M | 45% |
| Pass-through Metals | $255.7M | 30% |
| Other | $206.5M | 25% |
HOOD
| Transaction-based revenues | $583.0M | 63% |
| Other | $290.0M | 31% |
| Other revenues | $54.0M | 6% |
