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Global-E Online Ltd.（GLBE）与ROKU, INC（ROKU）财务数据对比。点击上方公司名可切换其他公司
ROKU, INC的季度营收约是Global-E Online Ltd.的2.0倍（$1.2B vs $625.5M），Global-E Online Ltd.净利率更高（0.9% vs -2.2%，领先3.1%）
Global-E Online Ltd.是全球领先的跨境电商赋能平台，为直面消费者品牌及零售企业提供一站式跨境销售解决方案，覆盖本地化支付、清关、物流协调、税费核算等服务，助力客户拓展北美、欧洲及亚太等国际市场。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
GLBE vs ROKU — 直观对比
营收规模更大
ROKU
是对方的2.0倍
$625.5M
净利率更高
GLBE
高出3.1%
-2.2%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $625.5M | $1.2B |
| 净利润 | $5.8M | $-27.4M |
| 毛利率 | 45.0% | 35.6% |
| 营业利润率 | 1.3% | 59.7% |
| 净利率 | 0.9% | -2.2% |
| 营收同比 | — | -18.3% |
| 净利润同比 | — | -361.0% |
| 每股收益（稀释后） | — | $0.57 |
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GLBEROKU
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | $625.5M | $1.2B | ||
| Q2 25 | $404.8M | $1.1B | ||
| Q1 25 | $189.9M | $1.0B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | $489.9M | $1.1B | ||
| Q2 24 | $313.9M | $968.2M |
净利润GLBEROKU
| Q1 26 | — | $-27.4M | ||
| Q4 25 | — | $80.5M | ||
| Q3 25 | $5.8M | $24.8M | ||
| Q2 25 | $-7.4M | $10.5M | ||
| Q1 25 | — | $-27.4M | ||
| Q4 24 | — | $-35.5M | ||
| Q3 24 | $-77.1M | $-9.0M | ||
| Q2 24 | $-54.5M | $-34.0M |
毛利率GLBEROKU
| Q1 26 | — | 35.6% | ||
| Q4 25 | — | 43.5% | ||
| Q3 25 | 45.0% | 43.4% | ||
| Q2 25 | 44.9% | 44.8% | ||
| Q1 25 | 44.3% | 43.6% | ||
| Q4 24 | — | 42.7% | ||
| Q3 24 | 45.1% | 45.2% | ||
| Q2 24 | 44.8% | 43.9% |
营业利润率GLBEROKU
| Q1 26 | — | 59.7% | ||
| Q4 25 | — | 4.7% | ||
| Q3 25 | 1.3% | 0.8% | ||
| Q2 25 | -2.1% | -2.1% | ||
| Q1 25 | -10.1% | -5.7% | ||
| Q4 24 | — | -3.3% | ||
| Q3 24 | -14.9% | -3.4% | ||
| Q2 24 | -16.6% | -7.4% |
净利率GLBEROKU
| Q1 26 | — | -2.2% | ||
| Q4 25 | — | 5.8% | ||
| Q3 25 | 0.9% | 2.0% | ||
| Q2 25 | -1.8% | 0.9% | ||
| Q1 25 | — | -2.7% | ||
| Q4 24 | — | -3.0% | ||
| Q3 24 | -15.7% | -0.9% | ||
| Q2 24 | -17.4% | -3.5% |
每股收益（稀释后）GLBEROKU
| Q1 26 | — | $0.57 | ||
| Q4 25 | — | $0.55 | ||
| Q3 25 | — | $0.16 | ||
| Q2 25 | — | $0.07 | ||
| Q1 25 | — | $-0.19 | ||
| Q4 24 | — | $-0.24 | ||
| Q3 24 | — | $-0.06 | ||
| Q2 24 | — | $-0.24 |
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 | $251.4M | $2.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $933.0M | $2.7B |
| 总资产 | $1.3B | $4.4B |
| 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GLBEROKU
| Q1 26 | — | $2.4B | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | $251.4M | $2.3B | ||
| Q2 25 | $205.2M | $2.3B | ||
| Q1 25 | $207.7M | $2.3B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | $207.3M | $2.1B | ||
| Q2 24 | $229.8M | $2.1B |
股东权益GLBEROKU
| Q1 26 | — | $2.7B | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | $933.0M | $2.6B | ||
| Q2 25 | $909.1M | $2.6B | ||
| Q1 25 | $884.3M | $2.5B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | $869.4M | $2.5B | ||
| Q2 24 | $878.7M | $2.4B |
总资产GLBEROKU
| Q1 26 | — | $4.4B | ||
| Q4 25 | — | $4.4B | ||
| Q3 25 | $1.3B | $4.4B | ||
| Q2 25 | $1.2B | $4.3B | ||
| Q1 25 | $1.2B | $4.2B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | $1.2B | $4.3B | ||
| Q2 24 | $1.1B | $4.1B |
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 | — | $199.1M |
| 自由现金流经营现金流 - 资本支出 | — | $298.4M |
| 自由现金流率自由现金流/营收 | — | 23.9% |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | $640.0M |
8季度趋势，按日历期对齐
经营现金流GLBEROKU
| Q1 26 | — | $199.1M | ||
| Q4 25 | — | $107.7M | ||
| Q3 25 | — | $127.6M | ||
| Q2 25 | — | $109.7M | ||
| Q1 25 | — | $138.7M | ||
| Q4 24 | — | $79.3M | ||
| Q3 24 | — | $68.7M | ||
| Q2 24 | — | $23.4M |
自由现金流GLBEROKU
| Q1 26 | — | $298.4M | ||
| Q4 25 | — | $106.6M | ||
| Q3 25 | — | $126.5M | ||
| Q2 25 | — | $108.6M | ||
| Q1 25 | — | $136.8M | ||
| Q4 24 | — | $76.8M | ||
| Q3 24 | — | $67.6M | ||
| Q2 24 | — | $22.5M |
自由现金流率GLBEROKU
| Q1 26 | — | 23.9% | ||
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 10.4% | ||
| Q2 25 | — | 9.8% | ||
| Q1 25 | — | 13.4% | ||
| Q4 24 | — | 6.4% | ||
| Q3 24 | — | 6.4% | ||
| Q2 24 | — | 2.3% |
资本支出强度GLBEROKU
| Q1 26 | — | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.1% |
现金转化率GLBEROKU
| Q1 26 | — | — | ||
| Q4 25 | — | 1.34× | ||
| Q3 25 | — | 5.14× | ||
| Q2 25 | — | 10.45× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
GLBE
暂无分部数据
ROKU
| Advertising | $612.7M | 49% |
| Subscriptions | $518.5M | 42% |
| Devices | $117.6M | 9% |
