vs
Fabrinet（FN）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
Fabrinet的季度营收约是罗宾汉的1.1倍（$1.1B vs $1.1B），罗宾汉净利率更高（32.4% vs 9.9%，领先22.5%），Fabrinet同比增速更快（35.9% vs 15.1%），过去两年罗宾汉的营收复合增速更高（25.1% vs 24.4%）
Fabrinet（股票代码FN）为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护，覆盖400家以美企为主的中等市值企业，若成分企业存在多类流通股，指数的成分股总量有时会超过400只。
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。
FN vs HOOD — 直观对比
营收规模更大
FN
是对方的1.1倍
$1.1B
营收增速更快
FN
高出20.8%
15.1%
净利率更高
HOOD
高出22.5%
9.9%
两年增速更快
HOOD
近两年复合增速
24.4%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.1B |
| 净利润 | $112.6M | $346.0M |
| 毛利率 | 12.2% | — |
| 营业利润率 | 10.1% | 38.5% |
| 净利率 | 9.9% | 32.4% |
| 营收同比 | 35.9% | 15.1% |
| 净利润同比 | 30.0% | 3.0% |
| 每股收益（稀释后） | $3.11 | $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FNHOOD
| Q1 26 | — | $1.1B | ||
| Q4 25 | $1.1B | $1.3B | ||
| Q3 25 | $978.1M | $1.3B | ||
| Q2 25 | $909.7M | $989.0M | ||
| Q1 25 | $871.8M | $927.0M | ||
| Q4 24 | $833.6M | $1.0B | ||
| Q3 24 | $804.2M | $637.0M | ||
| Q2 24 | $753.3M | $682.0M |
净利润FNHOOD
| Q1 26 | — | $346.0M | ||
| Q4 25 | $112.6M | $605.0M | ||
| Q3 25 | $95.9M | $556.0M | ||
| Q2 25 | $87.2M | $386.0M | ||
| Q1 25 | $81.3M | $336.0M | ||
| Q4 24 | $86.6M | $916.0M | ||
| Q3 24 | $77.4M | $150.0M | ||
| Q2 24 | $81.1M | $188.0M |
毛利率FNHOOD
| Q1 26 | — | — | ||
| Q4 25 | 12.2% | — | ||
| Q3 25 | 11.9% | — | ||
| Q2 25 | 12.2% | — | ||
| Q1 25 | 11.7% | — | ||
| Q4 24 | 12.1% | — | ||
| Q3 24 | 12.3% | — | ||
| Q2 24 | 12.3% | — |
营业利润率FNHOOD
| Q1 26 | — | 38.5% | ||
| Q4 25 | 10.1% | 51.5% | ||
| Q3 25 | 9.6% | 49.8% | ||
| Q2 25 | 9.8% | 44.7% | ||
| Q1 25 | 9.0% | 40.0% | ||
| Q4 24 | 9.5% | 55.0% | ||
| Q3 24 | 9.6% | 24.0% | ||
| Q2 24 | 9.7% | 28.0% |
净利率FNHOOD
| Q1 26 | — | 32.4% | ||
| Q4 25 | 9.9% | 47.2% | ||
| Q3 25 | 9.8% | 43.6% | ||
| Q2 25 | 9.6% | 39.0% | ||
| Q1 25 | 9.3% | 36.2% | ||
| Q4 24 | 10.4% | 90.3% | ||
| Q3 24 | 9.6% | 23.5% | ||
| Q2 24 | 10.8% | 27.6% |
每股收益（稀释后）FNHOOD
| Q1 26 | — | $0.38 | ||
| Q4 25 | $3.11 | $0.65 | ||
| Q3 25 | $2.66 | $0.61 | ||
| Q2 25 | $2.41 | $0.42 | ||
| Q1 25 | $2.25 | $0.37 | ||
| Q4 24 | $2.38 | $1.00 | ||
| Q3 24 | $2.13 | $0.17 | ||
| Q2 24 | $2.22 | $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 | $960.8M | $5.0B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $9.7B |
| 总资产 | $3.3B | $45.5B |
| 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FNHOOD
| Q1 26 | — | $5.0B | ||
| Q4 25 | $960.8M | $4.3B | ||
| Q3 25 | $968.8M | $4.3B | ||
| Q2 25 | $934.2M | $4.2B | ||
| Q1 25 | $950.7M | $4.4B | ||
| Q4 24 | $934.6M | $4.3B | ||
| Q3 24 | $908.9M | $4.6B | ||
| Q2 24 | $858.6M | $4.5B |
股东权益FNHOOD
| Q1 26 | — | $9.7B | ||
| Q4 25 | $2.2B | $9.2B | ||
| Q3 25 | $2.1B | $8.6B | ||
| Q2 25 | $2.0B | $8.1B | ||
| Q1 25 | $1.9B | $8.0B | ||
| Q4 24 | $1.8B | $8.0B | ||
| Q3 24 | $1.8B | $7.2B | ||
| Q2 24 | $1.7B | $7.1B |
总资产FNHOOD
| Q1 26 | — | $45.5B | ||
| Q4 25 | $3.3B | $38.1B | ||
| Q3 25 | $3.0B | $41.5B | ||
| Q2 25 | $2.8B | $35.3B | ||
| Q1 25 | $2.6B | $27.5B | ||
| Q4 24 | $2.5B | $26.2B | ||
| Q3 24 | $2.4B | $43.2B | ||
| Q2 24 | $2.3B | $41.3B |
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 | $46.3M | $2.0B |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | — |
| 自由现金流率自由现金流/营收 | -0.5% | — |
| 资本支出强度资本支出/营收 | 4.6% | — |
| 现金转化率经营现金流/净利润 | 0.41× | 5.89× |
| 过去12个月自由现金流最近4个季度 | $102.3M | — |
8季度趋势，按日历期对齐
经营现金流FNHOOD
| Q1 26 | — | $2.0B | ||
| Q4 25 | $46.3M | $-937.0M | ||
| Q3 25 | $102.6M | $-1.6B | ||
| Q2 25 | $55.1M | $3.5B | ||
| Q1 25 | $74.2M | $642.0M | ||
| Q4 24 | $115.9M | $-1.4B | ||
| Q3 24 | $83.2M | $1.8B | ||
| Q2 24 | $83.1M | $54.0M |
自由现金流FNHOOD
| Q1 26 | — | — | ||
| Q4 25 | $-5.3M | — | ||
| Q3 25 | $57.3M | — | ||
| Q2 25 | $4.7M | — | ||
| Q1 25 | $45.7M | — | ||
| Q4 24 | $94.0M | — | ||
| Q3 24 | $62.9M | — | ||
| Q2 24 | $70.4M | — |
自由现金流率FNHOOD
| Q1 26 | — | — | ||
| Q4 25 | -0.5% | — | ||
| Q3 25 | 5.9% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 5.2% | — | ||
| Q4 24 | 11.3% | — | ||
| Q3 24 | 7.8% | — | ||
| Q2 24 | 9.3% | — |
资本支出强度FNHOOD
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | — | ||
| Q3 25 | 4.6% | — | ||
| Q2 25 | 5.5% | — | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 1.7% | — |
现金转化率FNHOOD
| Q1 26 | — | 5.89× | ||
| Q4 25 | 0.41× | -1.55× | ||
| Q3 25 | 1.07× | -2.83× | ||
| Q2 25 | 0.63× | 9.09× | ||
| Q1 25 | 0.91× | 1.91× | ||
| Q4 24 | 1.34× | -1.53× | ||
| Q3 24 | 1.07× | 12.08× | ||
| Q2 24 | 1.02× | 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
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
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% |
