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FuboTV Inc.(FUBO)与Masco(MAS)财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是FuboTV Inc.的1.1倍($1.8B vs $1.6B),Masco净利率更高(9.2% vs 7.7%,领先1.5%),Masco同比增速更快(-1.9% vs -28.5%),过去两年FuboTV Inc.的营收复合增速更高(97.8% vs -3.5%)
FuboTV Inc.(简称Fubo)是源自美国的互联网体育流媒体服务商,业务覆盖美国、加拿大与西班牙地区。该平台主打各类直播体育内容,可提供英超、NFL、MLB、NBA、NHL、MLS等各大主流顶级体育赛事转播,同时也涵盖新闻、剧集等综合影视娱乐内容。
美国家居建材企业Masco主营家装及新建住宅市场相关产品,旗下拥有20余家子公司,在全球运营近80座生产工厂,其中美国本土近60座,海外地区超20座。公司1969年于纽交所挂牌上市,后实现快速增长,成功跻身美国财富500强榜单。
FUBO vs MAS — 直观对比
营收规模更大
MAS
是对方的1.1倍
$1.6B
营收增速更快
MAS
高出26.6%
-28.5%
净利率更高
MAS
高出1.5%
7.7%
两年增速更快
FUBO
近两年复合增速
-3.5%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $1.8B |
| 净利润 | $120.6M | $165.0M |
| 毛利率 | — | 33.9% |
| 营业利润率 | -0.6% | 13.8% |
| 净利率 | 7.7% | 9.2% |
| 营收同比 | -28.5% | -1.9% |
| 净利润同比 | — | -9.3% |
| 每股收益(稀释后) | $0.00 | $0.81 |
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
FUBO
MAS
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.5B | $1.8B | ||
| Q3 25 | $377.2M | $1.9B | ||
| Q2 25 | $380.0M | $2.1B | ||
| Q1 25 | $416.3M | $1.8B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | $386.2M | $2.0B | ||
| Q2 24 | $391.0M | $2.1B |
净利润
FUBO
MAS
| Q1 26 | $120.6M | — | ||
| Q4 25 | $-6.0M | $165.0M | ||
| Q3 25 | $-18.9M | $189.0M | ||
| Q2 25 | $-8.0M | $270.0M | ||
| Q1 25 | $188.5M | $186.0M | ||
| Q4 24 | — | $182.0M | ||
| Q3 24 | $-52.4M | $167.0M | ||
| Q2 24 | $-25.3M | $258.0M |
毛利率
FUBO
MAS
| Q1 26 | — | — | ||
| Q4 25 | — | 33.9% | ||
| Q3 25 | — | 34.2% | ||
| Q2 25 | — | 37.6% | ||
| Q1 25 | — | 35.8% | ||
| Q4 24 | — | 34.8% | ||
| Q3 24 | — | 36.6% | ||
| Q2 24 | — | 37.5% |
营业利润率
FUBO
MAS
| Q1 26 | -0.6% | — | ||
| Q4 25 | -1.3% | 13.8% | ||
| Q3 25 | -5.3% | 15.8% | ||
| Q2 25 | -1.6% | 20.1% | ||
| Q1 25 | -6.1% | 15.9% | ||
| Q4 24 | — | 15.9% | ||
| Q3 24 | -15.2% | 18.0% | ||
| Q2 24 | -9.1% | 19.0% |
净利率
FUBO
MAS
| Q1 26 | 7.7% | — | ||
| Q4 25 | -0.4% | 9.2% | ||
| Q3 25 | -5.0% | 9.9% | ||
| Q2 25 | -2.1% | 13.2% | ||
| Q1 25 | 45.3% | 10.3% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | -13.6% | 8.4% | ||
| Q2 24 | -6.5% | 12.3% |
每股收益(稀释后)
FUBO
MAS
| Q1 26 | $0.00 | — | ||
| Q4 25 | $-0.02 | $0.81 | ||
| Q3 25 | $-0.06 | $0.90 | ||
| Q2 25 | $-0.02 | $1.28 | ||
| Q1 25 | $0.55 | $0.87 | ||
| Q4 24 | — | $0.85 | ||
| Q3 24 | $-0.16 | $0.77 | ||
| Q2 24 | $-0.08 | $1.17 |
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 | $237.8M | $647.0M |
| 总债务越低越好 | — | $2.9B |
| 股东权益账面价值 | — | $-185.0M |
| 总资产 | $4.0B | $5.2B |
| 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
FUBO
MAS
| Q1 26 | $237.8M | — | ||
| Q4 25 | $452.4M | $647.0M | ||
| Q3 25 | — | $559.0M | ||
| Q2 25 | $283.6M | $390.0M | ||
| Q1 25 | $321.6M | $377.0M | ||
| Q4 24 | — | $634.0M | ||
| Q3 24 | $146.2M | $646.0M | ||
| Q2 24 | $155.2M | $398.0M |
总债务
FUBO
MAS
| Q1 26 | — | — | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
FUBO
MAS
| Q1 26 | — | — | ||
| Q4 25 | $275.5M | $-185.0M | ||
| Q3 25 | $915.3M | $-78.0M | ||
| Q2 25 | $400.4M | $-84.0M | ||
| Q1 25 | $389.0M | $-254.0M | ||
| Q4 24 | — | $-279.0M | ||
| Q3 24 | $905.3M | $-88.0M | ||
| Q2 24 | $254.2M | $-26.0M |
总资产
FUBO
MAS
| Q1 26 | $4.0B | — | ||
| Q4 25 | $4.1B | $5.2B | ||
| Q3 25 | $1.3B | $5.3B | ||
| Q2 25 | $1.2B | $5.3B | ||
| Q1 25 | $1.2B | $5.1B | ||
| Q4 24 | — | $5.0B | ||
| Q3 24 | $1.1B | $5.3B | ||
| Q2 24 | $1.1B | $5.4B |
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 | — | $418.0M |
| 自由现金流经营现金流 - 资本支出 | — | $371.0M |
| 自由现金流率自由现金流/营收 | — | 20.7% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | — | 2.53× |
| 过去12个月自由现金流最近4个季度 | — | $866.0M |
8季度趋势,按日历期对齐
经营现金流
FUBO
MAS
| Q1 26 | — | — | ||
| Q4 25 | $-200.3M | $418.0M | ||
| Q3 25 | $-6.5M | $456.0M | ||
| Q2 25 | $-34.6M | $306.0M | ||
| Q1 25 | $161.4M | $-158.0M | ||
| Q4 24 | — | $407.0M | ||
| Q3 24 | $235.0K | $416.0M | ||
| Q2 24 | $-32.3M | $346.0M |
自由现金流
FUBO
MAS
| Q1 26 | — | — | ||
| Q4 25 | $-200.8M | $371.0M | ||
| Q3 25 | $-6.5M | $415.0M | ||
| Q2 25 | $-35.0M | $270.0M | ||
| Q1 25 | $161.1M | $-190.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | $-1.3M | $378.0M | ||
| Q2 24 | $-32.5M | $303.0M |
自由现金流率
FUBO
MAS
| Q1 26 | — | — | ||
| Q4 25 | -13.0% | 20.7% | ||
| Q3 25 | -1.7% | 21.6% | ||
| Q2 25 | -9.2% | 13.2% | ||
| Q1 25 | 38.7% | -10.5% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | -0.3% | 19.1% | ||
| Q2 24 | -8.3% | 14.5% |
资本支出强度
FUBO
MAS
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 2.6% | ||
| Q3 25 | 0.0% | 2.1% | ||
| Q2 25 | 0.1% | 1.8% | ||
| Q1 25 | 0.1% | 1.8% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | 0.4% | 1.9% | ||
| Q2 24 | 0.1% | 2.1% |
现金转化率
FUBO
MAS
| Q1 26 | — | — | ||
| Q4 25 | — | 2.53× | ||
| Q3 25 | — | 2.41× | ||
| Q2 25 | — | 1.13× | ||
| Q1 25 | 0.86× | -0.85× | ||
| Q4 24 | — | 2.24× | ||
| Q3 24 | — | 2.49× | ||
| Q2 24 | — | 1.34× |
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
FUBO
| Related party | $1.1B | 71% |
| Subscription | $347.0M | 22% |
| Advertising | $101.6M | 6% |
MAS
| Plumbing Products | $844.0M | 47% |
| Decorative Architectural Products | $545.0M | 30% |
| Other | $404.0M | 23% |