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FIRST CITIZENS BANCSHARES INC（FCNCA）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FIRST CITIZENS BANCSHARES INC的1.1倍（$1.2B vs $1.1B），FIRST CITIZENS BANCSHARES INC净利率更高（49.1% vs -2.2%，领先51.3%），FIRST CITIZENS BANCSHARES INC同比增速更快（3.5% vs -18.3%），过去两年ROKU, INC的营收复合增速更高（13.6% vs -33.5%）
第一公民银行控股公司是美国本土银行控股企业，总部位于罗德岛州普罗维登斯，旗下拥有国民公民银行，业务覆盖美国康涅狄格、特拉华、佛罗里达、马里兰、马萨诸塞、密歇根、新罕布什尔、新泽西、纽约、俄亥俄、宾夕法尼亚、罗德岛、佛蒙特、弗吉尼亚等14个州及华盛顿哥伦比亚特区。
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。
FCNCA vs ROKU — 直观对比
营收规模更大
ROKU
是对方的1.1倍
$1.1B
营收增速更快
FCNCA
高出21.7%
-18.3%
净利率更高
FCNCA
高出51.3%
-2.2%
两年增速更快
ROKU
近两年复合增速
-33.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.2B |
| 净利润 | $534.0M | $-27.4M |
| 毛利率 | — | 35.6% |
| 营业利润率 | — | 59.7% |
| 净利率 | 49.1% | -2.2% |
| 营收同比 | 3.5% | -18.3% |
| 净利润同比 | 10.6% | -361.0% |
| 每股收益（稀释后） | $42.63 | $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FCNCAROKU
| Q1 26 | $1.1B | $1.2B | ||
| Q4 25 | $2.4B | $1.4B | ||
| Q3 25 | $2.4B | $1.2B | ||
| Q2 25 | $2.4B | $1.1B | ||
| Q1 25 | $2.3B | $1.0B | ||
| Q4 24 | $2.4B | $1.2B | ||
| Q3 24 | $2.4B | $1.1B | ||
| Q2 24 | $2.5B | $968.2M |
净利润FCNCAROKU
| Q1 26 | $534.0M | $-27.4M | ||
| Q4 25 | $580.0M | $80.5M | ||
| Q3 25 | $568.0M | $24.8M | ||
| Q2 25 | $575.0M | $10.5M | ||
| Q1 25 | $483.0M | $-27.4M | ||
| Q4 24 | $700.0M | $-35.5M | ||
| Q3 24 | $639.0M | $-9.0M | ||
| Q2 24 | $707.0M | $-34.0M |
毛利率FCNCAROKU
| 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FCNCAROKU
| Q1 26 | — | 59.7% | ||
| Q4 25 | 33.3% | 4.7% | ||
| Q3 25 | 30.9% | 0.8% | ||
| Q2 25 | 31.9% | -2.1% | ||
| Q1 25 | 28.3% | -5.7% | ||
| Q4 24 | 30.6% | -3.3% | ||
| Q3 24 | 35.7% | -3.4% | ||
| Q2 24 | 39.8% | -7.4% |
净利率FCNCAROKU
| Q1 26 | 49.1% | -2.2% | ||
| Q4 25 | 23.8% | 5.8% | ||
| Q3 25 | 23.3% | 2.0% | ||
| Q2 25 | 24.2% | 0.9% | ||
| Q1 25 | 21.0% | -2.7% | ||
| Q4 24 | 29.1% | -3.0% | ||
| Q3 24 | 26.1% | -0.9% | ||
| Q2 24 | 28.7% | -3.5% |
每股收益（稀释后）FCNCAROKU
| Q1 26 | $42.63 | $0.57 | ||
| Q4 25 | $45.33 | $0.55 | ||
| Q3 25 | $43.08 | $0.16 | ||
| Q2 25 | $42.36 | $0.07 | ||
| Q1 25 | $34.47 | $-0.19 | ||
| Q4 24 | $49.19 | $-0.24 | ||
| Q3 24 | $43.42 | $-0.06 | ||
| Q2 24 | $47.54 | $-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 | $34.0B | — |
| 股东权益账面价值 | $22.0B | $2.7B |
| 总资产 | $236.0B | $4.4B |
| 负债/权益比越低杠杆越低 | 1.54× | — |
8季度趋势，按日历期对齐
现金及短期投资FCNCAROKU
| Q1 26 | — | $2.4B | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.1B |
总债务FCNCAROKU
| Q1 26 | $34.0B | — | ||
| Q4 25 | $35.8B | — | ||
| Q3 25 | $38.3B | — | ||
| Q2 25 | $37.6B | — | ||
| Q1 25 | $38.0B | — | ||
| Q4 24 | $36.7B | — | ||
| Q3 24 | $36.8B | — | ||
| Q2 24 | $37.1B | — |
股东权益FCNCAROKU
| Q1 26 | $22.0B | $2.7B | ||
| Q4 25 | $22.2B | $2.7B | ||
| Q3 25 | $22.0B | $2.6B | ||
| Q2 25 | $22.3B | $2.6B | ||
| Q1 25 | $22.3B | $2.5B | ||
| Q4 24 | $22.2B | $2.5B | ||
| Q3 24 | $22.8B | $2.5B | ||
| Q2 24 | $22.5B | $2.4B |
总资产FCNCAROKU
| Q1 26 | $236.0B | $4.4B | ||
| Q4 25 | $229.7B | $4.4B | ||
| Q3 25 | $233.5B | $4.4B | ||
| Q2 25 | $229.7B | $4.3B | ||
| Q1 25 | $228.8B | $4.2B | ||
| Q4 24 | $223.7B | $4.3B | ||
| Q3 24 | $220.6B | $4.3B | ||
| Q2 24 | $219.8B | $4.1B |
负债/权益比FCNCAROKU
| Q1 26 | 1.54× | — | ||
| Q4 25 | 1.61× | — | ||
| Q3 25 | 1.74× | — | ||
| Q2 25 | 1.69× | — | ||
| Q1 25 | 1.70× | — | ||
| Q4 24 | 1.65× | — | ||
| Q3 24 | 1.61× | — | ||
| Q2 24 | 1.65× | — |
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FCNCAROKU
| Q1 26 | — | $199.1M | ||
| Q4 25 | $1.1B | $107.7M | ||
| Q3 25 | $916.0M | $127.6M | ||
| Q2 25 | $859.0M | $109.7M | ||
| Q1 25 | $98.0M | $138.7M | ||
| Q4 24 | $1.1B | $79.3M | ||
| Q3 24 | $991.0M | $68.7M | ||
| Q2 24 | $417.0M | $23.4M |
自由现金流FCNCAROKU
| Q1 26 | — | $298.4M | ||
| Q4 25 | $807.0M | $106.6M | ||
| Q3 25 | $678.0M | $126.5M | ||
| Q2 25 | $733.0M | $108.6M | ||
| Q1 25 | $-5.0M | $136.8M | ||
| Q4 24 | $991.0M | $76.8M | ||
| Q3 24 | $885.0M | $67.6M | ||
| Q2 24 | $316.0M | $22.5M |
自由现金流率FCNCAROKU
| Q1 26 | — | 23.9% | ||
| Q4 25 | 33.1% | 7.6% | ||
| Q3 25 | 27.9% | 10.4% | ||
| Q2 25 | 30.9% | 9.8% | ||
| Q1 25 | -0.2% | 13.4% | ||
| Q4 24 | 41.2% | 6.4% | ||
| Q3 24 | 36.2% | 6.4% | ||
| Q2 24 | 12.8% | 2.3% |
资本支出强度FCNCAROKU
| Q1 26 | — | — | ||
| Q4 25 | 10.0% | 0.1% | ||
| Q3 25 | 9.8% | 0.1% | ||
| Q2 25 | 5.3% | 0.1% | ||
| Q1 25 | 4.5% | 0.2% | ||
| Q4 24 | 5.3% | 0.2% | ||
| Q3 24 | 4.3% | 0.1% | ||
| Q2 24 | 4.1% | 0.1% |
现金转化率FCNCAROKU
| Q1 26 | — | — | ||
| Q4 25 | 1.81× | 1.34× | ||
| Q3 25 | 1.61× | 5.14× | ||
| Q2 25 | 1.49× | 10.45× | ||
| Q1 25 | 0.20× | — | ||
| Q4 24 | 1.60× | — | ||
| Q3 24 | 1.55× | — | ||
| Q2 24 | 0.59× | — |
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
FCNCA
暂无分部数据
ROKU
| Advertising | $612.7M | 49% |
| Subscriptions | $518.5M | 42% |
| Devices | $117.6M | 9% |
