vs
Gen Digital（GEN）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
罗布乐思的季度营收约是Gen Digital的1.1倍（$1.4B vs $1.2B）。Gen Digital净利率更高（15.5% vs -22.3%，领先37.8%）。罗布乐思同比增速更快（43.2% vs 28.5%）。过去两年罗布乐思的营收复合增速更高（32.9% vs 13.4%）
Gen Digital是一家跨国软件企业，双总部分别设于美国亚利桑那州坦佩和欧盟捷克布拉格，是财富500强企业及标普500指数成分股，同时在纳斯达克与布拉格证券交易所挂牌上市。公司主营网络安全软件、金融科技及相关服务，旗下拥有诺顿、Avast、LifeLock、AVG、CCleaner等多个知名品牌。
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。
GEN vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.1倍
$1.2B
营收增速更快
RBLX
高出14.7%
28.5%
净利率更高
GEN
高出37.8%
-22.3%
两年增速更快
RBLX
近两年复合增速
13.4%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.4B |
| 净利润 | $192.0M | $-316.0M |
| 毛利率 | 78.4% | 77.7% |
| 营业利润率 | 34.9% | -25.3% |
| 净利率 | 15.5% | -22.3% |
| 营收同比 | 28.5% | 43.2% |
| 净利润同比 | 6.1% | -43.9% |
| 每股收益（稀释后） | $0.31 | $-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GENRBLX
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | $1.0B | $1.0B | ||
| Q4 24 | $986.0M | $988.2M | ||
| Q3 24 | $974.0M | $919.0M | ||
| Q2 24 | $965.0M | $893.5M |
净利润GENRBLX
| Q1 26 | $192.0M | — | ||
| Q4 25 | $134.0M | $-316.0M | ||
| Q3 25 | $135.0M | $-255.6M | ||
| Q2 25 | — | $-278.4M | ||
| Q1 25 | $142.0M | $-215.1M | ||
| Q4 24 | $159.0M | $-219.6M | ||
| Q3 24 | $161.0M | $-239.3M | ||
| Q2 24 | $181.0M | $-205.9M |
毛利率GENRBLX
| Q1 26 | 78.4% | — | ||
| Q4 25 | 78.2% | 77.7% | ||
| Q3 25 | 78.8% | 78.2% | ||
| Q2 25 | — | 78.2% | ||
| Q1 25 | 80.3% | 78.3% | ||
| Q4 24 | 80.4% | 77.9% | ||
| Q3 24 | 80.1% | 77.7% | ||
| Q2 24 | 80.3% | 77.8% |
营业利润率GENRBLX
| Q1 26 | 34.9% | — | ||
| Q4 25 | 35.9% | -25.3% | ||
| Q3 25 | 35.5% | -21.8% | ||
| Q2 25 | — | -29.8% | ||
| Q1 25 | 41.3% | -24.6% | ||
| Q4 24 | 37.9% | -24.7% | ||
| Q3 24 | 41.3% | -30.4% | ||
| Q2 24 | 43.2% | -26.6% |
净利率GENRBLX
| Q1 26 | 15.5% | — | ||
| Q4 25 | 11.0% | -22.3% | ||
| Q3 25 | 10.7% | -18.8% | ||
| Q2 25 | — | -25.8% | ||
| Q1 25 | 14.1% | -20.8% | ||
| Q4 24 | 16.1% | -22.2% | ||
| Q3 24 | 16.5% | -26.0% | ||
| Q2 24 | 18.8% | -23.0% |
每股收益（稀释后）GENRBLX
| Q1 26 | $0.31 | — | ||
| Q4 25 | $0.21 | $-0.44 | ||
| Q3 25 | $0.22 | $-0.37 | ||
| Q2 25 | — | $-0.41 | ||
| Q1 25 | $0.22 | $-0.32 | ||
| Q4 24 | $0.26 | $-0.32 | ||
| Q3 24 | $0.26 | $-0.37 | ||
| Q2 24 | $0.29 | $-0.32 |
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 | — | $3.1B |
| 总债务越低越好 | $8.4B | $1.2B |
| 股东权益账面价值 | $2.3B | $394.5M |
| 总资产 | $15.8B | $9.6B |
| 负债/权益比越低杠杆越低 | 3.61× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资GENRBLX
| Q1 26 | — | — | ||
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | $1.0B | $2.7B | ||
| Q4 24 | $883.0M | $2.4B | ||
| Q3 24 | $737.0M | $2.3B | ||
| Q2 24 | $644.0M | $2.4B |
总债务GENRBLX
| Q1 26 | $8.4B | — | ||
| Q4 25 | $8.7B | $1.2B | ||
| Q3 25 | $8.9B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $8.3B | — | ||
| Q4 24 | $8.5B | $1.2B | ||
| Q3 24 | $8.5B | — | ||
| Q2 24 | $8.5B | — |
股东权益GENRBLX
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.5B | $394.5M | ||
| Q3 25 | $2.4B | $407.6M | ||
| Q2 25 | — | $353.2M | ||
| Q1 25 | $2.3B | $310.7M | ||
| Q4 24 | $2.2B | $221.4M | ||
| Q3 24 | $2.1B | $189.9M | ||
| Q2 24 | $2.0B | $121.5M |
总资产GENRBLX
| Q1 26 | $15.8B | — | ||
| Q4 25 | $16.1B | $9.6B | ||
| Q3 25 | $16.4B | $8.6B | ||
| Q2 25 | — | $7.8B | ||
| Q1 25 | $15.5B | $7.5B | ||
| Q4 24 | $15.4B | $7.2B | ||
| Q3 24 | $15.5B | $6.7B | ||
| Q2 24 | $15.4B | $6.5B |
负债/权益比GENRBLX
| Q1 26 | 3.61× | — | ||
| Q4 25 | 3.54× | 2.98× | ||
| Q3 25 | 3.75× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.64× | — | ||
| Q4 24 | 3.94× | 5.48× | ||
| Q3 24 | 4.06× | — | ||
| Q2 24 | 4.33× | — |
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 | — | $607.0M |
| 自由现金流经营现金流 - 资本支出 | — | $308.6M |
| 自由现金流率自由现金流/营收 | — | 21.8% |
| 资本支出强度资本支出/营收 | — | 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 |
8季度趋势，按日历期对齐
经营现金流GENRBLX
| Q1 26 | — | — | ||
| Q4 25 | $541.0M | $607.0M | ||
| Q3 25 | $409.0M | $546.2M | ||
| Q2 25 | — | $199.3M | ||
| Q1 25 | $473.0M | $443.9M | ||
| Q4 24 | $326.0M | $184.5M | ||
| Q3 24 | $158.0M | $247.4M | ||
| Q2 24 | $264.0M | $151.4M |
自由现金流GENRBLX
| Q1 26 | — | — | ||
| Q4 25 | $535.0M | $308.6M | ||
| Q3 25 | $405.0M | $443.6M | ||
| Q2 25 | — | $176.7M | ||
| Q1 25 | $470.0M | $426.5M | ||
| Q4 24 | $318.0M | $120.6M | ||
| Q3 24 | $156.0M | $218.0M | ||
| Q2 24 | $262.0M | $111.7M |
自由现金流率GENRBLX
| Q1 26 | — | — | ||
| Q4 25 | 43.9% | 21.8% | ||
| Q3 25 | 32.2% | 32.6% | ||
| Q2 25 | — | 16.3% | ||
| Q1 25 | 46.5% | 41.2% | ||
| Q4 24 | 32.3% | 12.2% | ||
| Q3 24 | 16.0% | 23.7% | ||
| Q2 24 | 27.2% | 12.5% |
资本支出强度GENRBLX
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 21.1% | ||
| Q3 25 | 0.3% | 7.5% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | 0.3% | 1.7% | ||
| Q4 24 | 0.8% | 6.5% | ||
| Q3 24 | 0.2% | 3.2% | ||
| Q2 24 | 0.2% | 4.4% |
现金转化率GENRBLX
| Q1 26 | — | — | ||
| Q4 25 | 4.04× | — | ||
| Q3 25 | 3.03× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.33× | — | ||
| Q4 24 | 2.05× | — | ||
| Q3 24 | 0.98× | — | ||
| Q2 24 | 1.46× | — |
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
GEN
| Cyber Safety Platform | $819.0M | 66% |
| Trust Based Solutions | $421.0M | 34% |
| Net Interest Income On Notes Receivable | $4.0M | 0% |
RBLX
暂无分部数据
