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华美银行集团（EWBC）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的季度营收约是华美银行集团的1.6倍（$1.2B vs $774.0M），华美银行集团净利率更高（46.3% vs -2.2%，领先48.4%），华美银行集团同比增速更快（11.8% vs -18.3%），过去两年华美银行集团的营收复合增速更高（18.3% vs 13.6%）
华美银行集团旗下核心子公司为华美银行，是总部位于美国南加州的最大上市银行控股集团。集团资产规模超100亿美元，曾获评标普全球市场财智全美最佳银行，自2023年起连续三年位列《银行董事》杂志同资产规模银行绩效榜单首位。
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。
EWBC vs ROKU — 直观对比
营收规模更大
ROKU
是对方的1.6倍
$774.0M
营收增速更快
EWBC
高出30.1%
-18.3%
净利率更高
EWBC
高出48.4%
-2.2%
两年增速更快
EWBC
近两年复合增速
13.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $774.0M | $1.2B |
| 净利润 | $358.0M | $-27.4M |
| 毛利率 | — | 35.6% |
| 营业利润率 | — | 59.7% |
| 净利率 | 46.3% | -2.2% |
| 营收同比 | 11.8% | -18.3% |
| 净利润同比 | 0.4% | -361.0% |
| 每股收益（稀释后） | $2.57 | $0.57 |
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EWBCROKU
| Q1 26 | $774.0M | $1.2B | ||
| Q4 25 | $657.8M | $1.4B | ||
| Q3 25 | $677.5M | $1.2B | ||
| Q2 25 | $617.1M | $1.1B | ||
| Q1 25 | $600.2M | $1.0B | ||
| Q4 24 | $587.6M | $1.2B | ||
| Q3 24 | $572.7M | $1.1B | ||
| Q2 24 | $553.2M | $968.2M |
净利润EWBCROKU
| Q1 26 | $358.0M | $-27.4M | ||
| Q4 25 | $356.3M | $80.5M | ||
| Q3 25 | $368.4M | $24.8M | ||
| Q2 25 | $310.3M | $10.5M | ||
| Q1 25 | $290.3M | $-27.4M | ||
| Q4 24 | $293.1M | $-35.5M | ||
| Q3 24 | $299.2M | $-9.0M | ||
| Q2 24 | $288.2M | $-34.0M |
毛利率EWBCROKU
| Q1 26 | — | 35.6% | ||
| 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% |
营业利润率EWBCROKU
| Q1 26 | — | 59.7% | ||
| Q4 25 | 71.0% | 4.7% | ||
| Q3 25 | 68.6% | 0.8% | ||
| Q2 25 | 65.2% | -2.1% | ||
| Q1 25 | 65.2% | -5.7% | ||
| Q4 24 | 60.6% | -3.3% | ||
| Q3 24 | 68.0% | -3.4% | ||
| Q2 24 | 65.9% | -7.4% |
净利率EWBCROKU
| Q1 26 | 46.3% | -2.2% | ||
| Q4 25 | 54.2% | 5.8% | ||
| Q3 25 | 54.4% | 2.0% | ||
| Q2 25 | 50.3% | 0.9% | ||
| Q1 25 | 48.4% | -2.7% | ||
| Q4 24 | 49.9% | -3.0% | ||
| Q3 24 | 52.2% | -0.9% | ||
| Q2 24 | 52.1% | -3.5% |
每股收益（稀释后）EWBCROKU
| Q1 26 | $2.57 | $0.57 | ||
| Q4 25 | $2.55 | $0.55 | ||
| Q3 25 | $2.65 | $0.16 | ||
| Q2 25 | $2.24 | $0.07 | ||
| Q1 25 | $2.08 | $-0.19 | ||
| Q4 24 | $2.10 | $-0.24 | ||
| Q3 24 | $2.14 | $-0.06 | ||
| Q2 24 | $2.06 | $-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 | — | $2.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $9.0B | $2.7B |
| 总资产 | $82.9B | $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EWBCROKU
| Q1 26 | — | $2.4B | ||
| Q4 25 | $4.2B | $2.3B | ||
| Q3 25 | $4.7B | $2.3B | ||
| Q2 25 | $4.4B | $2.3B | ||
| Q1 25 | $3.4B | $2.3B | ||
| Q4 24 | $5.3B | $2.2B | ||
| Q3 24 | $4.9B | $2.1B | ||
| Q2 24 | $4.4B | $2.1B |
总债务EWBCROKU
| Q1 26 | — | — | ||
| Q4 25 | $35.6M | — | ||
| Q3 25 | $35.7M | — | ||
| Q2 25 | $35.8M | — | ||
| Q1 25 | $35.9M | — | ||
| Q4 24 | $36.0M | — | ||
| Q3 24 | $36.1M | — | ||
| Q2 24 | $36.1M | — |
股东权益EWBCROKU
| Q1 26 | $9.0B | $2.7B | ||
| Q4 25 | $8.9B | $2.7B | ||
| Q3 25 | $8.6B | $2.6B | ||
| Q2 25 | $8.2B | $2.6B | ||
| Q1 25 | $7.9B | $2.5B | ||
| Q4 24 | $7.7B | $2.5B | ||
| Q3 24 | $7.7B | $2.5B | ||
| Q2 24 | $7.2B | $2.4B |
总资产EWBCROKU
| Q1 26 | $82.9B | $4.4B | ||
| Q4 25 | $80.4B | $4.4B | ||
| Q3 25 | $79.7B | $4.4B | ||
| Q2 25 | $78.2B | $4.3B | ||
| Q1 25 | $76.2B | $4.2B | ||
| Q4 24 | $76.0B | $4.3B | ||
| Q3 24 | $74.5B | $4.3B | ||
| Q2 24 | $72.5B | $4.1B |
负债/权益比EWBCROKU
| Q1 26 | — | — | ||
| Q4 25 | 0.00× | — | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.01× | — |
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 | — | $199.1M |
| 自由现金流经营现金流 - 资本支出 | — | $298.4M |
| 自由现金流率自由现金流/营收 | — | 23.9% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $640.0M |
8季度趋势，按日历期对齐
经营现金流EWBCROKU
| Q1 26 | — | $199.1M | ||
| Q4 25 | $713.4M | $107.7M | ||
| Q3 25 | $231.7M | $127.6M | ||
| Q2 25 | $278.7M | $109.7M | ||
| Q1 25 | $277.9M | $138.7M | ||
| Q4 24 | $500.1M | $79.3M | ||
| Q3 24 | $386.1M | $68.7M | ||
| Q2 24 | $259.2M | $23.4M |
自由现金流EWBCROKU
| Q1 26 | — | $298.4M | ||
| 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 |
自由现金流率EWBCROKU
| Q1 26 | — | 23.9% | ||
| 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% |
资本支出强度EWBCROKU
| Q1 26 | — | — | ||
| 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% |
现金转化率EWBCROKU
| Q1 26 | — | — | ||
| Q4 25 | 2.00× | 1.34× | ||
| Q3 25 | 0.63× | 5.14× | ||
| Q2 25 | 0.90× | 10.45× | ||
| Q1 25 | 0.96× | — | ||
| Q4 24 | 1.71× | — | ||
| Q3 24 | 1.29× | — | ||
| Q2 24 | 0.90× | — |
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
EWBC
暂无分部数据
ROKU
| Advertising | $612.7M | 49% |
| Subscriptions | $518.5M | 42% |
| Devices | $117.6M | 9% |
