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FuboTV Inc.(FUBO)与Rocket Companies, Inc.(RKT)财务数据对比。点击上方公司名可切换其他公司
Rocket Companies, Inc.的季度营收约是FuboTV Inc.的1.7倍($2.7B vs $1.5B),Rocket Companies, Inc.净利率更高(2.5% vs -0.4%,领先2.9%),FuboTV Inc.同比增速更快(249.4% vs 52.2%),FuboTV Inc.自由现金流更多($-200.8M vs $-1.3B),过去两年FuboTV Inc.的营收复合增速更高(94.3% vs 39.5%)
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。
Rocket Companies, Inc.是美国金融科技及住房服务企业,由丹·吉尔伯特创立,总部位于密歇根州底特律市中心。公司依托旗舰子公司Rocket Mortgage跻身美国最大抵押贷款提供商行列,旗下还拥有Redfin、Forsalebyowner.com、Rocket Money等子品牌。
FUBO vs RKT — 直观对比
营收规模更大
RKT
是对方的1.7倍
$1.5B
营收增速更快
FUBO
高出197.2%
52.2%
净利率更高
RKT
高出2.9%
-0.4%
自由现金流更多
FUBO
多$1.1B
$-1.3B
两年增速更快
FUBO
近两年复合增速
39.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.5B | $2.7B |
| 净利润 | $-6.0M | $68.0M |
| 毛利率 | — | — |
| 营业利润率 | -1.3% | 6.3% |
| 净利率 | -0.4% | 2.5% |
| 营收同比 | 249.4% | 52.2% |
| 净利润同比 | 84.5% | 100.8% |
| 每股收益(稀释后) | $-0.02 | $0.10 |
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
RKT
| Q4 25 | $1.5B | $2.7B | ||
| Q3 25 | $377.2M | $1.6B | ||
| Q2 25 | $380.0M | $1.4B | ||
| Q1 25 | $416.3M | $1.0B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | $386.2M | $646.9M | ||
| Q2 24 | $391.0M | $1.3B | ||
| Q1 24 | $402.3M | $1.4B |
净利润
FUBO
RKT
| Q4 25 | $-6.0M | $68.0M | ||
| Q3 25 | $-18.9M | $-123.9M | ||
| Q2 25 | $-8.0M | $-1.8M | ||
| Q1 25 | $188.5M | $-10.4M | ||
| Q4 24 | — | $33.9M | ||
| Q3 24 | $-52.4M | $-22.0M | ||
| Q2 24 | $-25.3M | $1.3M | ||
| Q1 24 | $-56.0M | $16.2M |
毛利率
FUBO
RKT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 58.9% | ||
| Q3 24 | — | -8.4% | ||
| Q2 24 | — | 47.4% | ||
| Q1 24 | — | 51.2% |
营业利润率
FUBO
RKT
| Q4 25 | -1.3% | 6.3% | ||
| Q3 25 | -5.3% | -11.5% | ||
| Q2 25 | -1.6% | 1.8% | ||
| Q1 25 | -6.1% | -21.5% | ||
| Q4 24 | — | 38.1% | ||
| Q3 24 | -15.2% | -76.9% | ||
| Q2 24 | -9.1% | 14.8% | ||
| Q1 24 | -15.7% | 21.6% |
净利率
FUBO
RKT
| Q4 25 | -0.4% | 2.5% | ||
| Q3 25 | -5.0% | -7.7% | ||
| Q2 25 | -2.1% | -0.1% | ||
| Q1 25 | 45.3% | -1.0% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | -13.6% | -3.4% | ||
| Q2 24 | -6.5% | 0.1% | ||
| Q1 24 | -13.9% | 1.2% |
每股收益(稀释后)
FUBO
RKT
| Q4 25 | $-0.02 | $0.10 | ||
| Q3 25 | $-0.06 | $-0.06 | ||
| Q2 25 | $-0.02 | $-0.01 | ||
| Q1 25 | $0.55 | $-0.08 | ||
| Q4 24 | — | $0.28 | ||
| Q3 24 | $-0.16 | $-0.19 | ||
| Q2 24 | $-0.08 | $0.01 | ||
| Q1 24 | $-0.19 | $0.11 |
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 | $452.4M | $2.7B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $275.5M | $22.9B |
| 总资产 | $4.1B | $60.7B |
| 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
RKT
| Q4 25 | $452.4M | $2.7B | ||
| Q3 25 | — | $5.8B | ||
| Q2 25 | $283.6M | $5.1B | ||
| Q1 25 | $321.6M | $1.4B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | $146.2M | $1.2B | ||
| Q2 24 | $155.2M | $1.3B | ||
| Q1 24 | $168.9M | $861.4M |
股东权益
FUBO
RKT
| Q4 25 | $275.5M | $22.9B | ||
| Q3 25 | $915.3M | $8.9B | ||
| Q2 25 | $400.4M | $7.4B | ||
| Q1 25 | $389.0M | $8.6B | ||
| Q4 24 | — | $9.0B | ||
| Q3 24 | $905.3M | $8.4B | ||
| Q2 24 | $254.2M | $8.8B | ||
| Q1 24 | $236.1M | $8.6B |
总资产
FUBO
RKT
| Q4 25 | $4.1B | $60.7B | ||
| Q3 25 | $1.3B | $33.6B | ||
| Q2 25 | $1.2B | $30.4B | ||
| Q1 25 | $1.2B | $25.3B | ||
| Q4 24 | — | $24.5B | ||
| Q3 24 | $1.1B | $25.1B | ||
| Q2 24 | $1.1B | $23.6B | ||
| Q1 24 | $1.1B | $22.2B |
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 | $-200.3M | $-1.2B |
| 自由现金流经营现金流 - 资本支出 | $-200.8M | $-1.3B |
| 自由现金流率自由现金流/营收 | -13.0% | -47.2% |
| 资本支出强度资本支出/营收 | 0.0% | 1.5% |
| 现金转化率经营现金流/净利润 | — | -18.08× |
| 过去12个月自由现金流最近4个季度 | $-81.3M | $-4.0B |
8季度趋势,按日历期对齐
经营现金流
FUBO
RKT
| Q4 25 | $-200.3M | $-1.2B | ||
| Q3 25 | $-6.5M | $-50.3M | ||
| Q2 25 | $-34.6M | $-1.9B | ||
| Q1 25 | $161.4M | $-797.0M | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | $235.0K | $-1.3B | ||
| Q2 24 | $-32.3M | $-122.3M | ||
| Q1 24 | $-67.3M | $-3.0B |
自由现金流
FUBO
RKT
| Q4 25 | $-200.8M | $-1.3B | ||
| Q3 25 | $-6.5M | $-71.8M | ||
| Q2 25 | $-35.0M | $-1.9B | ||
| Q1 25 | $161.1M | $-811.0M | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | $-1.3M | $-1.4B | ||
| Q2 24 | $-32.5M | $-138.3M | ||
| Q1 24 | $-67.4M | $-3.0B |
自由现金流率
FUBO
RKT
| Q4 25 | -13.0% | -47.2% | ||
| Q3 25 | -1.7% | -4.5% | ||
| Q2 25 | -9.2% | -137.2% | ||
| Q1 25 | 38.7% | -78.2% | ||
| Q4 24 | — | 103.1% | ||
| Q3 24 | -0.3% | -209.6% | ||
| Q2 24 | -8.3% | -10.6% | ||
| Q1 24 | -16.7% | -218.7% |
资本支出强度
FUBO
RKT
| Q4 25 | 0.0% | 1.5% | ||
| Q3 25 | 0.0% | 1.3% | ||
| Q2 25 | 0.1% | 1.1% | ||
| Q1 25 | 0.1% | 1.4% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | 0.4% | 2.9% | ||
| Q2 24 | 0.1% | 1.2% | ||
| Q1 24 | 0.0% | 1.0% |
现金转化率
FUBO
RKT
| Q4 25 | — | -18.08× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | — | 54.42× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -94.46× | ||
| Q1 24 | — | -185.80× |
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 | $1.2B | 75% |
| Subscription And Advertising | $377.9M | 24% |
RKT
| Other | $1.4B | 51% |
| Direct To Customer Segment | $945.8M | 35% |
| Partner Network Segment | $216.7M | 8% |
| Subscription Revenue | $91.3M | 3% |
| Closing Fees | $47.1M | 2% |
| Appraisal Revenue | $10.7M | 0% |