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FRESH DEL MONTE PRODUCE INC（FDP）与罗布乐思（RBLX）财务数据对比。点击上方公司名可切换其他公司
罗布乐思的季度营收约是FRESH DEL MONTE PRODUCE INC的1.4倍（$1.4B vs $1.0B），FRESH DEL MONTE PRODUCE INC净利率更高（3.2% vs -22.3%，领先25.5%），罗布乐思同比增速更快（43.2% vs 0.6%），罗布乐思自由现金流更多（$308.6M vs $-17.2M），过去两年罗布乐思的营收复合增速更高（32.9% vs -4.1%）
鲜德尔蒙农产品公司是全球领先的垂直一体化生鲜及鲜切果蔬、加工果蔬生产、分销及营销企业，注册地位于开曼群岛乔治敦，美国行政总部设在佛罗里达州科勒尔盖布尔斯塞维利亚大道241号。
罗布乐思（Roblox Corporation）是总部位于美国加利福尼亚州圣马特奥的游戏企业，由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox，于2006年正式上线，截至2024年12月底全球员工规模已超2400人。
FDP vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.4倍
$1.0B
营收增速更快
RBLX
高出42.6%
0.6%
净利率更高
FDP
高出25.5%
-22.3%
自由现金流更多
RBLX
多$325.8M
$-17.2M
两年增速更快
RBLX
近两年复合增速
-4.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.4B |
| 净利润 | $32.3M | $-316.0M |
| 毛利率 | 10.4% | 77.7% |
| 营业利润率 | 4.5% | -25.3% |
| 净利率 | 3.2% | -22.3% |
| 营收同比 | 0.6% | 43.2% |
| 净利润同比 | 59.1% | -43.9% |
| 每股收益（稀释后） | $0.67 | $-0.44 |
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FDPRBLX
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.1B | $1.0B | ||
| Q4 24 | $1.0B | $988.2M | ||
| Q3 24 | $1.0B | $919.0M | ||
| Q2 24 | $1.1B | $893.5M | ||
| Q1 24 | $1.1B | $801.3M |
净利润FDPRBLX
| Q4 25 | $32.3M | $-316.0M | ||
| Q3 25 | $-29.1M | $-255.6M | ||
| Q2 25 | $56.8M | $-278.4M | ||
| Q1 25 | $31.1M | $-215.1M | ||
| Q4 24 | $20.3M | $-219.6M | ||
| Q3 24 | $42.1M | $-239.3M | ||
| Q2 24 | $53.6M | $-205.9M | ||
| Q1 24 | $26.1M | $-270.6M |
毛利率FDPRBLX
| Q4 25 | 10.4% | 77.7% | ||
| Q3 25 | 7.9% | 78.2% | ||
| Q2 25 | 10.2% | 78.2% | ||
| Q1 25 | 8.4% | 78.3% | ||
| Q4 24 | 6.8% | 77.9% | ||
| Q3 24 | 9.2% | 77.7% | ||
| Q2 24 | 9.9% | 77.8% | ||
| Q1 24 | 7.4% | 77.7% |
营业利润率FDPRBLX
| Q4 25 | 4.5% | -25.3% | ||
| Q3 25 | -2.1% | -21.8% | ||
| Q2 25 | 5.8% | -29.8% | ||
| Q1 25 | 4.1% | -24.6% | ||
| Q4 24 | 3.0% | -24.7% | ||
| Q3 24 | 5.3% | -30.4% | ||
| Q2 24 | 6.0% | -26.6% | ||
| Q1 24 | 4.0% | -37.7% |
净利率FDPRBLX
| Q4 25 | 3.2% | -22.3% | ||
| Q3 25 | -2.8% | -18.8% | ||
| Q2 25 | 4.8% | -25.8% | ||
| Q1 25 | 2.8% | -20.8% | ||
| Q4 24 | 2.0% | -22.2% | ||
| Q3 24 | 4.1% | -26.0% | ||
| Q2 24 | 4.7% | -23.0% | ||
| Q1 24 | 2.4% | -33.8% |
每股收益（稀释后）FDPRBLX
| Q4 25 | $0.67 | $-0.44 | ||
| Q3 25 | $-0.61 | $-0.37 | ||
| Q2 25 | $1.18 | $-0.41 | ||
| Q1 25 | $0.64 | $-0.32 | ||
| Q4 24 | $0.41 | $-0.32 | ||
| Q3 24 | $0.88 | $-0.37 | ||
| Q2 24 | $1.12 | $-0.32 | ||
| Q1 24 | $0.55 | $-0.43 |
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 | $35.7M | $3.1B |
| 总债务越低越好 | $176.2M | $1.2B |
| 股东权益账面价值 | $2.0B | $394.5M |
| 总资产 | $3.1B | $9.6B |
| 负债/权益比越低杠杆越低 | 0.09× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资FDPRBLX
| Q4 25 | $35.7M | $3.1B | ||
| Q3 25 | $97.2M | $2.9B | ||
| Q2 25 | $85.5M | $2.6B | ||
| Q1 25 | $34.4M | $2.7B | ||
| Q4 24 | $32.6M | $2.4B | ||
| Q3 24 | $50.8M | $2.3B | ||
| Q2 24 | $37.8M | $2.4B | ||
| Q1 24 | $42.2M | $2.4B |
总债务FDPRBLX
| Q4 25 | $176.2M | $1.2B | ||
| Q3 25 | $176.7M | — | ||
| Q2 25 | $205.2M | — | ||
| Q1 25 | $237.4M | — | ||
| Q4 24 | $248.9M | $1.2B | ||
| Q3 24 | $274.8M | — | ||
| Q2 24 | $290.4M | — | ||
| Q1 24 | $405.8M | — |
股东权益FDPRBLX
| Q4 25 | $2.0B | $394.5M | ||
| Q3 25 | $2.0B | $407.6M | ||
| Q2 25 | $2.1B | $353.2M | ||
| Q1 25 | $2.0B | $310.7M | ||
| Q4 24 | $2.0B | $221.4M | ||
| Q3 24 | $2.0B | $189.9M | ||
| Q2 24 | $2.0B | $121.5M | ||
| Q1 24 | $1.9B | $71.6M |
总资产FDPRBLX
| Q4 25 | $3.1B | $9.6B | ||
| Q3 25 | $3.1B | $8.6B | ||
| Q2 25 | $3.2B | $7.8B | ||
| Q1 25 | $3.2B | $7.5B | ||
| Q4 24 | $3.1B | $7.2B | ||
| Q3 24 | $3.2B | $6.7B | ||
| Q2 24 | $3.1B | $6.5B | ||
| Q1 24 | $3.2B | $6.3B |
负债/权益比FDPRBLX
| Q4 25 | 0.09× | 2.98× | ||
| Q3 25 | 0.09× | — | ||
| Q2 25 | 0.10× | — | ||
| Q1 25 | 0.12× | — | ||
| Q4 24 | 0.13× | 5.48× | ||
| Q3 24 | 0.14× | — | ||
| Q2 24 | 0.15× | — | ||
| Q1 24 | 0.21× | — |
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 | $10.9M | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $-17.2M | $308.6M |
| 自由现金流率自由现金流/营收 | -1.7% | 21.8% |
| 资本支出强度资本支出/营收 | 2.8% | 21.1% |
| 现金转化率经营现金流/净利润 | 0.34× | — |
| 过去12个月自由现金流最近4个季度 | $181.3M | $1.4B |
8季度趋势，按日历期对齐
经营现金流FDPRBLX
| Q4 25 | $10.9M | $607.0M | ||
| Q3 25 | $75.0M | $546.2M | ||
| Q2 25 | $113.1M | $199.3M | ||
| Q1 25 | $46.1M | $443.9M | ||
| Q4 24 | $-4.7M | $184.5M | ||
| Q3 24 | $43.5M | $247.4M | ||
| Q2 24 | $125.0M | $151.4M | ||
| Q1 24 | $18.7M | $238.9M |
自由现金流FDPRBLX
| Q4 25 | $-17.2M | $308.6M | ||
| Q3 25 | $60.9M | $443.6M | ||
| Q2 25 | $101.5M | $176.7M | ||
| Q1 25 | $36.1M | $426.5M | ||
| Q4 24 | $-22.3M | $120.6M | ||
| Q3 24 | $30.1M | $218.0M | ||
| Q2 24 | $117.0M | $111.7M | ||
| Q1 24 | $6.0M | $192.3M |
自由现金流率FDPRBLX
| Q4 25 | -1.7% | 21.8% | ||
| Q3 25 | 6.0% | 32.6% | ||
| Q2 25 | 8.6% | 16.3% | ||
| Q1 25 | 3.3% | 41.2% | ||
| Q4 24 | -2.2% | 12.2% | ||
| Q3 24 | 3.0% | 23.7% | ||
| Q2 24 | 10.3% | 12.5% | ||
| Q1 24 | 0.5% | 24.0% |
资本支出强度FDPRBLX
| Q4 25 | 2.8% | 21.1% | ||
| Q3 25 | 1.4% | 7.5% | ||
| Q2 25 | 1.0% | 2.1% | ||
| Q1 25 | 0.9% | 1.7% | ||
| Q4 24 | 1.7% | 6.5% | ||
| Q3 24 | 1.3% | 3.2% | ||
| Q2 24 | 0.7% | 4.4% | ||
| Q1 24 | 1.1% | 5.8% |
现金转化率FDPRBLX
| Q4 25 | 0.34× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.99× | — | ||
| Q1 25 | 1.48× | — | ||
| Q4 24 | -0.23× | — | ||
| Q3 24 | 1.03× | — | ||
| Q2 24 | 2.33× | — | ||
| Q1 24 | 0.72× | — |
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
FDP
| Other | $482.7M | 47% |
| Gold Pineapples | $184.9M | 18% |
| Fresh Cut Fruit | $126.4M | 12% |
| Fresh Cut Vegetables | $69.3M | 7% |
| Avocados | $66.9M | 7% |
| Other Fruit Productsand Services | $26.1M | 3% |
| Non Tropical Fruit | $23.0M | 2% |
| Melons | $20.6M | 2% |
| Vegetables | $19.6M | 2% |
RBLX
暂无分部数据
