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FuboTV Inc.(FUBO)与Texas Roadhouse, Inc.(TXRH)财务数据对比。点击上方公司名可切换其他公司
FuboTV Inc.的季度营收约是Texas Roadhouse, Inc.的1.0倍($1.5B vs $1.5B),Texas Roadhouse, Inc.净利率更高(5.8% vs -0.4%,领先6.2%),FuboTV Inc.同比增速更快(249.4% vs 3.1%),过去两年FuboTV Inc.的营收复合增速更高(94.3% vs 12.8%)
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。
Texas Roadhouse是美国知名牛排连锁餐厅,主打德克萨斯及美国西南部风味餐食,核心产品为各类牛排。品牌总部位于肯塔基州路易斯维尔,旗下还运营另外两个餐饮品牌。截至2025年8月,品牌在美国49个州拥有约800家门店,同时在11个国家开设了70家海外门店。
FUBO vs TXRH — 直观对比
营收规模更大
FUBO
是对方的1.0倍
$1.5B
营收增速更快
FUBO
高出246.3%
3.1%
净利率更高
TXRH
高出6.2%
-0.4%
两年增速更快
FUBO
近两年复合增速
12.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.5B | $1.5B |
| 净利润 | $-6.0M | $86.7M |
| 毛利率 | — | — |
| 营业利润率 | -1.3% | 6.5% |
| 净利率 | -0.4% | 5.8% |
| 营收同比 | 249.4% | 3.1% |
| 净利润同比 | 84.5% | -26.9% |
| 每股收益(稀释后) | $-0.02 | $1.29 |
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
TXRH
| Q4 25 | $1.5B | $1.5B | ||
| Q3 25 | $377.2M | $1.4B | ||
| Q2 25 | $380.0M | $1.4B | ||
| Q1 25 | $416.3M | — | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | $386.2M | $1.3B | ||
| Q2 24 | $391.0M | $1.3B | ||
| Q1 24 | $402.3M | $1.3B |
净利润
FUBO
TXRH
| Q4 25 | $-6.0M | $86.7M | ||
| Q3 25 | $-18.9M | $84.9M | ||
| Q2 25 | $-8.0M | $116.1M | ||
| Q1 25 | $188.5M | — | ||
| Q4 24 | — | $118.5M | ||
| Q3 24 | $-52.4M | $86.8M | ||
| Q2 24 | $-25.3M | $123.1M | ||
| Q1 24 | $-56.0M | $116.0M |
营业利润率
FUBO
TXRH
| Q4 25 | -1.3% | 6.5% | ||
| Q3 25 | -5.3% | 6.7% | ||
| Q2 25 | -1.6% | 9.3% | ||
| Q1 25 | -6.1% | — | ||
| Q4 24 | — | 9.6% | ||
| Q3 24 | -15.2% | 8.0% | ||
| Q2 24 | -9.1% | 10.6% | ||
| Q1 24 | -15.7% | 10.1% |
净利率
FUBO
TXRH
| Q4 25 | -0.4% | 5.8% | ||
| Q3 25 | -5.0% | 5.9% | ||
| Q2 25 | -2.1% | 8.0% | ||
| Q1 25 | 45.3% | — | ||
| Q4 24 | — | 8.2% | ||
| Q3 24 | -13.6% | 6.8% | ||
| Q2 24 | -6.5% | 9.2% | ||
| Q1 24 | -13.9% | 8.8% |
每股收益(稀释后)
FUBO
TXRH
| Q4 25 | $-0.02 | $1.29 | ||
| Q3 25 | $-0.06 | $1.25 | ||
| Q2 25 | $-0.02 | $1.70 | ||
| Q1 25 | $0.55 | — | ||
| Q4 24 | — | $1.73 | ||
| Q3 24 | $-0.16 | $1.26 | ||
| Q2 24 | $-0.08 | $1.79 | ||
| Q1 24 | $-0.19 | $1.69 |
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 | $134.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $275.5M | $1.5B |
| 总资产 | $4.1B | $3.5B |
| 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
FUBO
TXRH
| Q4 25 | $452.4M | $134.7M | ||
| Q3 25 | — | $108.2M | ||
| Q2 25 | $283.6M | $221.1M | ||
| Q1 25 | $321.6M | — | ||
| Q4 24 | — | $245.2M | ||
| Q3 24 | $146.2M | $189.2M | ||
| Q2 24 | $155.2M | $197.5M | ||
| Q1 24 | $168.9M | $213.4M |
股东权益
FUBO
TXRH
| Q4 25 | $275.5M | $1.5B | ||
| Q3 25 | $915.3M | $1.5B | ||
| Q2 25 | $400.4M | $1.4B | ||
| Q1 25 | $389.0M | — | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | $905.3M | $1.3B | ||
| Q2 24 | $254.2M | $1.3B | ||
| Q1 24 | $236.1M | $1.2B |
总资产
FUBO
TXRH
| Q4 25 | $4.1B | $3.5B | ||
| Q3 25 | $1.3B | $3.3B | ||
| Q2 25 | $1.2B | $3.2B | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | $1.1B | $2.9B | ||
| Q2 24 | $1.1B | $2.9B | ||
| Q1 24 | $1.1B | $2.8B |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $-200.8M | — |
| 自由现金流率自由现金流/营收 | -13.0% | — |
| 资本支出强度资本支出/营收 | 0.0% | — |
| 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 | $-81.3M | — |
8季度趋势,按日历期对齐
经营现金流
FUBO
TXRH
| Q4 25 | $-200.3M | — | ||
| Q3 25 | $-6.5M | $143.6M | ||
| Q2 25 | $-34.6M | $237.7M | ||
| Q1 25 | $161.4M | — | ||
| Q4 24 | — | $237.5M | ||
| Q3 24 | $235.0K | $138.7M | ||
| Q2 24 | $-32.3M | $133.9M | ||
| Q1 24 | $-67.3M | $243.4M |
自由现金流
FUBO
TXRH
| Q4 25 | $-200.8M | — | ||
| Q3 25 | $-6.5M | $14.7M | ||
| Q2 25 | $-35.0M | $160.4M | ||
| Q1 25 | $161.1M | — | ||
| Q4 24 | — | $129.7M | ||
| Q3 24 | $-1.3M | $47.7M | ||
| Q2 24 | $-32.5M | $56.1M | ||
| Q1 24 | $-67.4M | $165.8M |
自由现金流率
FUBO
TXRH
| Q4 25 | -13.0% | — | ||
| Q3 25 | -1.7% | 1.0% | ||
| Q2 25 | -9.2% | 11.1% | ||
| Q1 25 | 38.7% | — | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | -0.3% | 3.7% | ||
| Q2 24 | -8.3% | 4.2% | ||
| Q1 24 | -16.7% | 12.5% |
资本支出强度
FUBO
TXRH
| Q4 25 | 0.0% | — | ||
| Q3 25 | 0.0% | 9.0% | ||
| Q2 25 | 0.1% | 5.3% | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | 0.4% | 7.2% | ||
| Q2 24 | 0.1% | 5.8% | ||
| Q1 24 | 0.0% | 5.9% |
现金转化率
FUBO
TXRH
| Q4 25 | — | — | ||
| Q3 25 | — | 1.69× | ||
| Q2 25 | — | 2.05× | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | — | 2.00× | ||
| Q3 24 | — | 1.60× | ||
| Q2 24 | — | 1.09× | ||
| Q1 24 | — | 2.10× |
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% |
TXRH
| Food And Beverage | $1.5B | 99% |
| Texas Roadhouse Segment | $21.2M | 1% |
| Franchise | $8.2M | 1% |
| Franchise Royalty | $7.4M | 0% |
| Bubba S33Segment | $2.3M | 0% |