vs
Frontier Communications Parent, Inc.(FYBR)与罗布乐思(RBLX)财务数据对比。点击上方公司名可切换其他公司
Frontier Communications Parent, Inc.的季度营收约是罗布乐思的1.1倍($1.5B vs $1.4B),Frontier Communications Parent, Inc.净利率更高(-5.0% vs -22.3%,领先17.4%),罗布乐思同比增速更快(43.2% vs 4.2%),罗布乐思自由现金流更多($308.6M vs $-315.0M),过去两年罗布乐思的营收复合增速更高(32.9% vs 4.3%)
前沿通信母公司是一家美国电信企业,隶属于威瑞森,拥有光纤通信网络,并提供云相关服务,该公司曾先后更名为公民公用事业公司、公民通信公司和前沿通信公司,是美国本土知名电信运营商之一。
罗布乐思(Roblox Corporation)是总部位于美国加利福尼亚州圣马特奥的游戏企业,由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox,于2006年正式上线,截至2024年12月底全球员工规模已超2400人。
FYBR vs RBLX — 直观对比
营收规模更大
FYBR
是对方的1.1倍
$1.4B
营收增速更快
RBLX
高出39.0%
4.2%
净利率更高
FYBR
高出17.4%
-22.3%
自由现金流更多
RBLX
多$623.6M
$-315.0M
两年增速更快
RBLX
近两年复合增速
4.3%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.5B | $1.4B |
| 净利润 | $-76.0M | $-316.0M |
| 毛利率 | 64.3% | 77.7% |
| 营业利润率 | 7.6% | -25.3% |
| 净利率 | -5.0% | -22.3% |
| 营收同比 | 4.2% | 43.2% |
| 净利润同比 | 7.3% | -43.9% |
| 每股收益(稀释后) | $-0.30 | $-0.44 |
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
FYBR
RBLX
| Q4 25 | — | $1.4B | ||
| Q3 25 | $1.5B | $1.4B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.5B | $1.0B | ||
| Q4 24 | $1.5B | $988.2M | ||
| Q3 24 | $1.5B | $919.0M | ||
| Q2 24 | $1.5B | $893.5M | ||
| Q1 24 | $1.4B | $801.3M |
净利润
FYBR
RBLX
| Q4 25 | — | $-316.0M | ||
| Q3 25 | $-76.0M | $-255.6M | ||
| Q2 25 | $-123.0M | $-278.4M | ||
| Q1 25 | $-64.0M | $-215.1M | ||
| Q4 24 | $-118.0M | $-219.6M | ||
| Q3 24 | $-82.0M | $-239.3M | ||
| Q2 24 | $-123.0M | $-205.9M | ||
| Q1 24 | $1.0M | $-270.6M |
毛利率
FYBR
RBLX
| Q4 25 | — | 77.7% | ||
| Q3 25 | 64.3% | 78.2% | ||
| Q2 25 | 65.0% | 78.2% | ||
| Q1 25 | 65.2% | 78.3% | ||
| Q4 24 | 64.2% | 77.9% | ||
| Q3 24 | 63.4% | 77.7% | ||
| Q2 24 | 64.8% | 77.8% | ||
| Q1 24 | 63.9% | 77.7% |
营业利润率
FYBR
RBLX
| Q4 25 | — | -25.3% | ||
| Q3 25 | 7.6% | -21.8% | ||
| Q2 25 | 2.9% | -29.8% | ||
| Q1 25 | 5.1% | -24.6% | ||
| Q4 24 | 5.8% | -24.7% | ||
| Q3 24 | 5.8% | -30.4% | ||
| Q2 24 | 6.2% | -26.6% | ||
| Q1 24 | 6.2% | -37.7% |
净利率
FYBR
RBLX
| Q4 25 | — | -22.3% | ||
| Q3 25 | -5.0% | -18.8% | ||
| Q2 25 | -8.1% | -25.8% | ||
| Q1 25 | -4.3% | -20.8% | ||
| Q4 24 | -7.9% | -22.2% | ||
| Q3 24 | -5.6% | -26.0% | ||
| Q2 24 | -8.4% | -23.0% | ||
| Q1 24 | 0.1% | -33.8% |
每股收益(稀释后)
FYBR
RBLX
| Q4 25 | — | $-0.44 | ||
| Q3 25 | $-0.30 | $-0.37 | ||
| Q2 25 | $-0.49 | $-0.41 | ||
| Q1 25 | $-0.26 | $-0.32 | ||
| Q4 24 | $-0.48 | $-0.32 | ||
| Q3 24 | $-0.33 | $-0.37 | ||
| Q2 24 | $-0.49 | $-0.32 | ||
| Q1 24 | $0.00 | $-0.43 |
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 | $336.0M | $3.1B |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $4.7B | $394.5M |
| 总资产 | $21.6B | $9.6B |
| 负债/权益比越低杠杆越低 | — | 2.98× |
8季度趋势,按日历期对齐
现金及短期投资
FYBR
RBLX
| Q4 25 | — | $3.1B | ||
| Q3 25 | $336.0M | $2.9B | ||
| Q2 25 | $412.0M | $2.6B | ||
| Q1 25 | $506.0M | $2.7B | ||
| Q4 24 | $750.0M | $2.4B | ||
| Q3 24 | $1.3B | $2.3B | ||
| Q2 24 | $1.2B | $2.4B | ||
| Q1 24 | $1.5B | $2.4B |
总债务
FYBR
RBLX
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
FYBR
RBLX
| Q4 25 | — | $394.5M | ||
| Q3 25 | $4.7B | $407.6M | ||
| Q2 25 | $4.8B | $353.2M | ||
| Q1 25 | $4.9B | $310.7M | ||
| Q4 24 | $4.9B | $221.4M | ||
| Q3 24 | $5.1B | $189.9M | ||
| Q2 24 | $5.1B | $121.5M | ||
| Q1 24 | $5.3B | $71.6M |
总资产
FYBR
RBLX
| Q4 25 | — | $9.6B | ||
| Q3 25 | $21.6B | $8.6B | ||
| Q2 25 | $21.3B | $7.8B | ||
| Q1 25 | $20.9B | $7.5B | ||
| Q4 24 | $20.6B | $7.2B | ||
| Q3 24 | $20.9B | $6.7B | ||
| Q2 24 | $20.2B | $6.5B | ||
| Q1 24 | $20.2B | $6.3B |
负债/权益比
FYBR
RBLX
| Q4 25 | — | 2.98× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 5.48× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $504.0M | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $-315.0M | $308.6M |
| 自由现金流率自由现金流/营收 | -20.5% | 21.8% |
| 资本支出强度资本支出/营收 | 53.4% | 21.1% |
| 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 | $-1.4B | $1.4B |
8季度趋势,按日历期对齐
经营现金流
FYBR
RBLX
| Q4 25 | — | $607.0M | ||
| Q3 25 | $504.0M | $546.2M | ||
| Q2 25 | $477.0M | $199.3M | ||
| Q1 25 | $519.0M | $443.9M | ||
| Q4 24 | $294.0M | $184.5M | ||
| Q3 24 | $618.0M | $247.4M | ||
| Q2 24 | $374.0M | $151.4M | ||
| Q1 24 | $335.0M | $238.9M |
自由现金流
FYBR
RBLX
| Q4 25 | — | $308.6M | ||
| Q3 25 | $-315.0M | $443.6M | ||
| Q2 25 | $-368.0M | $176.7M | ||
| Q1 25 | $-238.0M | $426.5M | ||
| Q4 24 | $-498.0M | $120.6M | ||
| Q3 24 | $-81.0M | $218.0M | ||
| Q2 24 | $-252.0M | $111.7M | ||
| Q1 24 | $-331.0M | $192.3M |
自由现金流率
FYBR
RBLX
| Q4 25 | — | 21.8% | ||
| Q3 25 | -20.5% | 32.6% | ||
| Q2 25 | -24.2% | 16.3% | ||
| Q1 25 | -15.9% | 41.2% | ||
| Q4 24 | -33.4% | 12.2% | ||
| Q3 24 | -5.5% | 23.7% | ||
| Q2 24 | -17.2% | 12.5% | ||
| Q1 24 | -22.9% | 24.0% |
资本支出强度
FYBR
RBLX
| Q4 25 | — | 21.1% | ||
| Q3 25 | 53.4% | 7.5% | ||
| Q2 25 | 55.5% | 2.1% | ||
| Q1 25 | 50.6% | 1.7% | ||
| Q4 24 | 53.2% | 6.5% | ||
| Q3 24 | 47.5% | 3.2% | ||
| Q2 24 | 42.7% | 4.4% | ||
| Q1 24 | 46.1% | 5.8% |
现金转化率
FYBR
RBLX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 335.00× | — |
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
FYBR
| Consumer | $826.0M | 54% |
| Business And Wholesale | $707.0M | 46% |
RBLX
暂无分部数据