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FuboTV Inc.（FUBO）与Ubiquiti Inc.（UI）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Ubiquiti Inc.的1.9倍（$1.6B vs $814.9M），Ubiquiti Inc.净利率更高（28.7% vs 7.7%，领先21.0%），Ubiquiti Inc.同比增速更快（35.8% vs -28.5%），过去两年FuboTV Inc.的营收复合增速更高（97.8% vs 28.6%）
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。
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
FUBO vs UI — 直观对比
营收规模更大
FUBO
是对方的1.9倍
$814.9M
营收增速更快
UI
高出64.3%
-28.5%
净利率更高
UI
高出21.0%
7.7%
两年增速更快
FUBO
近两年复合增速
28.6%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $814.9M |
| 净利润 | $120.6M | $233.6M |
| 毛利率 | — | 45.9% |
| 营业利润率 | -0.6% | 35.9% |
| 净利率 | 7.7% | 28.7% |
| 营收同比 | -28.5% | 35.8% |
| 净利润同比 | — | 70.8% |
| 每股收益（稀释后） | $0.00 | $3.86 |
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FUBOUI
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.5B | $814.9M | ||
| Q3 25 | $377.2M | $733.8M | ||
| Q2 25 | $380.0M | $759.2M | ||
| Q1 25 | $416.3M | $664.2M | ||
| Q4 24 | — | $599.9M | ||
| Q3 24 | $386.2M | $550.3M | ||
| Q2 24 | $391.0M | $507.5M |
净利润FUBOUI
| Q1 26 | $120.6M | — | ||
| Q4 25 | $-6.0M | $233.6M | ||
| Q3 25 | $-18.9M | $207.9M | ||
| Q2 25 | $-8.0M | $266.7M | ||
| Q1 25 | $188.5M | $180.4M | ||
| Q4 24 | — | $136.8M | ||
| Q3 24 | $-52.4M | $128.0M | ||
| Q2 24 | $-25.3M | $103.8M |
毛利率FUBOUI
| Q1 26 | — | — | ||
| Q4 25 | — | 45.9% | ||
| Q3 25 | — | 46.0% | ||
| Q2 25 | — | 45.1% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 41.2% | ||
| Q3 24 | — | 42.1% | ||
| Q2 24 | — | 40.2% |
营业利润率FUBOUI
| Q1 26 | -0.6% | — | ||
| Q4 25 | -1.3% | 35.9% | ||
| Q3 25 | -5.3% | 35.7% | ||
| Q2 25 | -1.6% | 34.4% | ||
| Q1 25 | -6.1% | 34.2% | ||
| Q4 24 | — | 29.8% | ||
| Q3 24 | -15.2% | 30.7% | ||
| Q2 24 | -9.1% | 27.3% |
净利率FUBOUI
| Q1 26 | 7.7% | — | ||
| Q4 25 | -0.4% | 28.7% | ||
| Q3 25 | -5.0% | 28.3% | ||
| Q2 25 | -2.1% | 35.1% | ||
| Q1 25 | 45.3% | 27.2% | ||
| Q4 24 | — | 22.8% | ||
| Q3 24 | -13.6% | 23.3% | ||
| Q2 24 | -6.5% | 20.5% |
每股收益（稀释后）FUBOUI
| Q1 26 | $0.00 | — | ||
| Q4 25 | $-0.02 | $3.86 | ||
| Q3 25 | $-0.06 | $3.43 | ||
| Q2 25 | $-0.02 | $4.40 | ||
| Q1 25 | $0.55 | $2.98 | ||
| Q4 24 | — | $2.26 | ||
| Q3 24 | $-0.16 | $2.12 | ||
| Q2 24 | $-0.08 | $1.72 |
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 | $302.8M |
| 总债务越低越好 | — | $47.5M |
| 股东权益账面价值 | — | $1.0B |
| 总资产 | $4.0B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资FUBOUI
| Q1 26 | $237.8M | — | ||
| Q4 25 | $452.4M | $302.8M | ||
| Q3 25 | — | $177.2M | ||
| Q2 25 | $283.6M | $149.7M | ||
| Q1 25 | $321.6M | $151.0M | ||
| Q4 24 | — | $133.1M | ||
| Q3 24 | $146.2M | $165.2M | ||
| Q2 24 | $155.2M | $126.3M |
总债务FUBOUI
| Q1 26 | — | — | ||
| Q4 25 | — | $47.5M | ||
| Q3 25 | — | $133.8M | ||
| Q2 25 | — | $250.0M | ||
| Q1 25 | — | $340.0M | ||
| Q4 24 | — | $406.3M | ||
| Q3 24 | — | $552.5M | ||
| Q2 24 | — | $708.1M |
股东权益FUBOUI
| Q1 26 | — | — | ||
| Q4 25 | $275.5M | $1.0B | ||
| Q3 25 | $915.3M | $828.4M | ||
| Q2 25 | $400.4M | $668.3M | ||
| Q1 25 | $389.0M | $436.1M | ||
| Q4 24 | — | $290.4M | ||
| Q3 24 | $905.3M | $188.1M | ||
| Q2 24 | $254.2M | $95.1M |
总资产FUBOUI
| Q1 26 | $4.0B | — | ||
| Q4 25 | $4.1B | $1.6B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | $1.1B | $1.2B | ||
| Q2 24 | $1.1B | $1.2B |
负债/权益比FUBOUI
| Q1 26 | — | — | ||
| Q4 25 | — | 0.05× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.37× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 1.40× | ||
| Q3 24 | — | 2.94× | ||
| Q2 24 | — | 7.45× |
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 | — | $263.9M |
| 自由现金流经营现金流 - 资本支出 | — | $260.3M |
| 自由现金流率自由现金流/营收 | — | 31.9% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | — | 1.13× |
| 过去12个月自由现金流最近4个季度 | — | $699.5M |
8季度趋势，按日历期对齐
经营现金流FUBOUI
| Q1 26 | — | — | ||
| Q4 25 | $-200.3M | $263.9M | ||
| Q3 25 | $-6.5M | $198.5M | ||
| Q2 25 | $-34.6M | $130.4M | ||
| Q1 25 | $161.4M | $123.6M | ||
| Q4 24 | — | $152.4M | ||
| Q3 24 | $235.0K | $233.7M | ||
| Q2 24 | $-32.3M | $231.4M |
自由现金流FUBOUI
| Q1 26 | — | — | ||
| Q4 25 | $-200.8M | $260.3M | ||
| Q3 25 | $-6.5M | $193.3M | ||
| Q2 25 | $-35.0M | $125.2M | ||
| Q1 25 | $161.1M | $120.7M | ||
| Q4 24 | — | $150.4M | ||
| Q3 24 | $-1.3M | $231.1M | ||
| Q2 24 | $-32.5M | $229.5M |
自由现金流率FUBOUI
| Q1 26 | — | — | ||
| Q4 25 | -13.0% | 31.9% | ||
| Q3 25 | -1.7% | 26.3% | ||
| Q2 25 | -9.2% | 16.5% | ||
| Q1 25 | 38.7% | 18.2% | ||
| Q4 24 | — | 25.1% | ||
| Q3 24 | -0.3% | 42.0% | ||
| Q2 24 | -8.3% | 45.2% |
资本支出强度FUBOUI
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 0.4% | ||
| Q3 25 | 0.0% | 0.7% | ||
| Q2 25 | 0.1% | 0.7% | ||
| Q1 25 | 0.1% | 0.4% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | 0.4% | 0.5% | ||
| Q2 24 | 0.1% | 0.4% |
现金转化率FUBOUI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.13× | ||
| Q3 25 | — | 0.95× | ||
| Q2 25 | — | 0.49× | ||
| Q1 25 | 0.86× | 0.68× | ||
| Q4 24 | — | 1.11× | ||
| Q3 24 | — | 1.83× | ||
| Q2 24 | — | 2.23× |
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% |
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
