vs
Fastenal（FAST）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
Fastenal的季度营收约是罗宾汉的1.9倍（$2.0B vs $1.1B），罗宾汉净利率更高（32.4% vs 14.5%，领先17.9%），罗宾汉同比增速更快（15.1% vs 3.5%），过去两年罗宾汉的营收复合增速更高（25.1% vs 2.9%）
Fastenal是1967年成立的美国上市企业，总部位于明尼苏达州威诺纳，是北美最大的紧固件分销商，同时也是工业和建筑用品的主流供应商，可提供货柜备货、智能售货柜、库存管理、物流配送等一站式供应链解决方案。
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。
FAST vs HOOD — 直观对比
营收规模更大
FAST
是对方的1.9倍
$1.1B
营收增速更快
HOOD
高出11.6%
3.5%
净利率更高
HOOD
高出17.9%
14.5%
两年增速更快
HOOD
近两年复合增速
2.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.1B |
| 净利润 | $293.9M | $346.0M |
| 毛利率 | 44.3% | — |
| 营业利润率 | 18.9% | 38.5% |
| 净利率 | 14.5% | 32.4% |
| 营收同比 | 3.5% | 15.1% |
| 净利润同比 | -1.6% | 3.0% |
| 每股收益（稀释后） | $-0.01 | $0.38 |
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FASTHOOD
| Q1 26 | $2.0B | $1.1B | ||
| Q4 25 | $2.0B | $1.3B | ||
| Q3 25 | $2.1B | $1.3B | ||
| Q2 25 | $2.1B | $989.0M | ||
| Q1 25 | $2.0B | $927.0M | ||
| Q4 24 | $1.8B | $1.0B | ||
| Q3 24 | $1.9B | $637.0M | ||
| Q2 24 | $1.9B | $682.0M |
净利润FASTHOOD
| Q1 26 | $293.9M | $346.0M | ||
| Q4 25 | $293.9M | $605.0M | ||
| Q3 25 | $335.5M | $556.0M | ||
| Q2 25 | $330.3M | $386.0M | ||
| Q1 25 | $298.7M | $336.0M | ||
| Q4 24 | $262.1M | $916.0M | ||
| Q3 24 | $298.1M | $150.0M | ||
| Q2 24 | $292.7M | $188.0M |
毛利率FASTHOOD
| Q1 26 | 44.3% | — | ||
| Q4 25 | 44.3% | — | ||
| Q3 25 | 45.3% | — | ||
| Q2 25 | 45.3% | — | ||
| Q1 25 | 45.1% | — | ||
| Q4 24 | 44.8% | — | ||
| Q3 24 | 44.9% | — | ||
| Q2 24 | 45.1% | — |
营业利润率FASTHOOD
| Q1 26 | 18.9% | 38.5% | ||
| Q4 25 | 18.9% | 51.5% | ||
| Q3 25 | 20.7% | 49.8% | ||
| Q2 25 | 21.0% | 44.7% | ||
| Q1 25 | 20.1% | 40.0% | ||
| Q4 24 | 18.9% | 55.0% | ||
| Q3 24 | 20.3% | 24.0% | ||
| Q2 24 | 20.2% | 28.0% |
净利率FASTHOOD
| Q1 26 | 14.5% | 32.4% | ||
| Q4 25 | 14.5% | 47.2% | ||
| Q3 25 | 15.7% | 43.6% | ||
| Q2 25 | 15.9% | 39.0% | ||
| Q1 25 | 15.2% | 36.2% | ||
| Q4 24 | 14.4% | 90.3% | ||
| Q3 24 | 15.6% | 23.5% | ||
| Q2 24 | 15.3% | 27.6% |
每股收益（稀释后）FASTHOOD
| Q1 26 | $-0.01 | $0.38 | ||
| Q4 25 | $-0.01 | $0.65 | ||
| Q3 25 | $0.29 | $0.61 | ||
| Q2 25 | $0.29 | $0.42 | ||
| Q1 25 | $0.52 | $0.37 | ||
| Q4 24 | $0.45 | $1.00 | ||
| Q3 24 | $0.52 | $0.17 | ||
| Q2 24 | $0.51 | $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 | $276.8M | $5.0B |
| 总债务越低越好 | $125.0M | — |
| 股东权益账面价值 | $3.9B | $9.7B |
| 总资产 | $5.1B | $45.5B |
| 负债/权益比越低杠杆越低 | 0.03× | — |
8季度趋势，按日历期对齐
现金及短期投资FASTHOOD
| Q1 26 | $276.8M | $5.0B | ||
| Q4 25 | $276.8M | $4.3B | ||
| Q3 25 | $288.1M | $4.3B | ||
| Q2 25 | $237.8M | $4.2B | ||
| Q1 25 | $231.8M | $4.4B | ||
| Q4 24 | $255.8M | $4.3B | ||
| Q3 24 | $292.2M | $4.6B | ||
| Q2 24 | $255.5M | $4.5B |
总债务FASTHOOD
| Q1 26 | $125.0M | — | ||
| Q4 25 | $125.0M | — | ||
| Q3 25 | $195.0M | — | ||
| Q2 25 | $230.0M | — | ||
| Q1 25 | $200.0M | — | ||
| Q4 24 | $200.0M | — | ||
| Q3 24 | $240.0M | — | ||
| Q2 24 | $235.0M | — |
股东权益FASTHOOD
| Q1 26 | $3.9B | $9.7B | ||
| Q4 25 | $3.9B | $9.2B | ||
| Q3 25 | $3.9B | $8.6B | ||
| Q2 25 | $3.8B | $8.1B | ||
| Q1 25 | $3.7B | $8.0B | ||
| Q4 24 | $3.6B | $8.0B | ||
| Q3 24 | $3.6B | $7.2B | ||
| Q2 24 | $3.5B | $7.1B |
总资产FASTHOOD
| Q1 26 | $5.1B | $45.5B | ||
| Q4 25 | $5.1B | $38.1B | ||
| Q3 25 | $5.1B | $41.5B | ||
| Q2 25 | $5.0B | $35.3B | ||
| Q1 25 | $4.9B | $27.5B | ||
| Q4 24 | $4.7B | $26.2B | ||
| Q3 24 | $4.7B | $43.2B | ||
| Q2 24 | $4.6B | $41.3B |
负债/权益比FASTHOOD
| Q1 26 | 0.03× | — | ||
| Q4 25 | 0.03× | — | ||
| Q3 25 | 0.05× | — | ||
| Q2 25 | 0.06× | — | ||
| Q1 25 | 0.05× | — | ||
| Q4 24 | 0.06× | — | ||
| Q3 24 | 0.07× | — | ||
| Q2 24 | 0.07× | — |
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 | $368.2M | $2.0B |
| 自由现金流经营现金流 - 资本支出 | $308.2M | — |
| 自由现金流率自由现金流/营收 | 15.2% | — |
| 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 | 1.25× | 5.89× |
| 过去12个月自由现金流最近4个季度 | $1.2B | — |
8季度趋势，按日历期对齐
经营现金流FASTHOOD
| Q1 26 | $368.2M | $2.0B | ||
| Q4 25 | $368.2M | $-937.0M | ||
| Q3 25 | $386.9M | $-1.6B | ||
| Q2 25 | $278.6M | $3.5B | ||
| Q1 25 | $262.2M | $642.0M | ||
| Q4 24 | $282.8M | $-1.4B | ||
| Q3 24 | $296.9M | $1.8B | ||
| Q2 24 | $258.0M | $54.0M |
自由现金流FASTHOOD
| Q1 26 | $308.2M | — | ||
| Q4 25 | $308.2M | — | ||
| Q3 25 | $326.6M | — | ||
| Q2 25 | $209.3M | — | ||
| Q1 25 | $206.5M | — | ||
| Q4 24 | $222.6M | — | ||
| Q3 24 | $237.5M | — | ||
| Q2 24 | $201.9M | — |
自由现金流率FASTHOOD
| Q1 26 | 15.2% | — | ||
| Q4 25 | 15.2% | — | ||
| Q3 25 | 15.3% | — | ||
| Q2 25 | 10.1% | — | ||
| Q1 25 | 10.5% | — | ||
| Q4 24 | 12.2% | — | ||
| Q3 24 | 12.4% | — | ||
| Q2 24 | 10.5% | — |
资本支出强度FASTHOOD
| Q1 26 | 3.0% | — | ||
| Q4 25 | 3.0% | — | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 2.8% | — | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 3.1% | — | ||
| Q2 24 | 2.9% | — |
现金转化率FASTHOOD
| Q1 26 | 1.25× | 5.89× | ||
| Q4 25 | 1.25× | -1.55× | ||
| Q3 25 | 1.15× | -2.83× | ||
| Q2 25 | 0.84× | 9.09× | ||
| Q1 25 | 0.88× | 1.91× | ||
| Q4 24 | 1.08× | -1.53× | ||
| Q3 24 | 1.00× | 12.08× | ||
| Q2 24 | 0.88× | 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
FAST
| Reportable Segment Aggregation Before Other Operating Segment | $1.8B | 90% |
| Other | $211.2M | 10% |
HOOD
| Net interest | $359.0M | 34% |
| Options | $260.0M | 24% |
| Other transaction | $147.0M | 14% |
| Cryptocurrencies | $134.0M | 13% |
| Other revenues | $85.0M | 8% |
| Equities | $82.0M | 8% |
