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GLOBUS MEDICAL INC（GMED）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GLOBUS MEDICAL INC的1.7倍（$1.4B vs $826.4M），GLOBUS MEDICAL INC净利率更高（17.0% vs -22.3%，领先39.3%），罗布乐思同比增速更快（43.2% vs 25.7%），罗布乐思自由现金流更多（$308.6M vs $202.4M），过去两年罗布乐思的营收复合增速更高（32.9% vs 16.7%）
Globus Medical是总部位于美国宾夕法尼亚州奥杜邦的上市骨科医疗器械企业，专注于相关产品的设计、研发与商业化，助力外科医生为肌肉骨骼系统疾病患者提供治疗方案，促进患者康复。
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。
GMED vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.7倍
$826.4M
营收增速更快
RBLX
高出17.5%
25.7%
净利率更高
GMED
高出39.3%
-22.3%
自由现金流更多
RBLX
多$106.2M
$202.4M
两年增速更快
RBLX
近两年复合增速
16.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $826.4M | $1.4B |
| 净利润 | $140.6M | $-316.0M |
| 毛利率 | 68.4% | 77.7% |
| 营业利润率 | 20.5% | -25.3% |
| 净利率 | 17.0% | -22.3% |
| 营收同比 | 25.7% | 43.2% |
| 净利润同比 | 430.4% | -43.9% |
| 每股收益（稀释后） | $1.01 | $-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GMEDRBLX
| Q4 25 | $826.4M | $1.4B | ||
| Q3 25 | $769.0M | $1.4B | ||
| Q2 25 | $745.3M | $1.1B | ||
| Q1 25 | $598.1M | $1.0B | ||
| Q4 24 | $657.3M | $988.2M | ||
| Q3 24 | $625.7M | $919.0M | ||
| Q2 24 | $629.7M | $893.5M | ||
| Q1 24 | $606.7M | $801.3M |
净利润GMEDRBLX
| Q4 25 | $140.6M | $-316.0M | ||
| Q3 25 | $119.0M | $-255.6M | ||
| Q2 25 | $202.8M | $-278.4M | ||
| Q1 25 | $75.5M | $-215.1M | ||
| Q4 24 | $26.5M | $-219.6M | ||
| Q3 24 | $51.8M | $-239.3M | ||
| Q2 24 | $31.8M | $-205.9M | ||
| Q1 24 | $-7.1M | $-270.6M |
毛利率GMEDRBLX
| Q4 25 | 68.4% | 77.7% | ||
| Q3 25 | 67.2% | 78.2% | ||
| Q2 25 | 66.6% | 78.2% | ||
| Q1 25 | 67.3% | 78.3% | ||
| Q4 24 | 59.9% | 77.9% | ||
| Q3 24 | 56.8% | 77.7% | ||
| Q2 24 | 58.7% | 77.8% | ||
| Q1 24 | 60.2% | 77.7% |
营业利润率GMEDRBLX
| Q4 25 | 20.5% | -25.3% | ||
| Q3 25 | 17.9% | -21.8% | ||
| Q2 25 | 10.2% | -29.8% | ||
| Q1 25 | 16.2% | -24.6% | ||
| Q4 24 | 9.2% | -24.7% | ||
| Q3 24 | 7.7% | -30.4% | ||
| Q2 24 | 7.9% | -26.6% | ||
| Q1 24 | 1.3% | -37.7% |
净利率GMEDRBLX
| Q4 25 | 17.0% | -22.3% | ||
| Q3 25 | 15.5% | -18.8% | ||
| Q2 25 | 27.2% | -25.8% | ||
| Q1 25 | 12.6% | -20.8% | ||
| Q4 24 | 4.0% | -22.2% | ||
| Q3 24 | 8.3% | -26.0% | ||
| Q2 24 | 5.0% | -23.0% | ||
| Q1 24 | -1.2% | -33.8% |
每股收益（稀释后）GMEDRBLX
| Q4 25 | $1.01 | $-0.44 | ||
| Q3 25 | $0.88 | $-0.37 | ||
| Q2 25 | $1.49 | $-0.41 | ||
| Q1 25 | $0.54 | $-0.32 | ||
| Q4 24 | $0.19 | $-0.32 | ||
| Q3 24 | $0.38 | $-0.37 | ||
| Q2 24 | $0.23 | $-0.32 | ||
| Q1 24 | $-0.05 | $-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 | $557.2M | $3.1B |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $4.6B | $394.5M |
| 总资产 | $5.3B | $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GMEDRBLX
| Q4 25 | $557.2M | $3.1B | ||
| Q3 25 | $18.8M | $2.9B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | $890.1M | $2.4B | ||
| Q3 24 | $71.9M | $2.3B | ||
| Q2 24 | $82.5M | $2.4B | ||
| Q1 24 | $80.4M | $2.4B |
总债务GMEDRBLX
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益GMEDRBLX
| Q4 25 | $4.6B | $394.5M | ||
| Q3 25 | $4.4B | $407.6M | ||
| Q2 25 | $4.3B | $353.2M | ||
| Q1 25 | $4.1B | $310.7M | ||
| Q4 24 | $4.2B | $221.4M | ||
| Q3 24 | $4.1B | $189.9M | ||
| Q2 24 | $4.0B | $121.5M | ||
| Q1 24 | $3.9B | $71.6M |
总资产GMEDRBLX
| Q4 25 | $5.3B | $9.6B | ||
| Q3 25 | $5.1B | $8.6B | ||
| Q2 25 | $5.0B | $7.8B | ||
| Q1 25 | $4.7B | $7.5B | ||
| Q4 24 | $5.3B | $7.2B | ||
| Q3 24 | $5.1B | $6.7B | ||
| Q2 24 | $5.0B | $6.5B | ||
| Q1 24 | $4.9B | $6.3B |
负债/权益比GMEDRBLX
| 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 | $248.6M | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $202.4M | $308.6M |
| 自由现金流率自由现金流/营收 | 24.5% | 21.8% |
| 资本支出强度资本支出/营收 | 5.6% | 21.1% |
| 现金转化率经营现金流/净利润 | 1.77× | — |
| 过去12个月自由现金流最近4个季度 | $588.8M | $1.4B |
8季度趋势，按日历期对齐
经营现金流GMEDRBLX
| Q4 25 | $248.6M | $607.0M | ||
| Q3 25 | $249.7M | $546.2M | ||
| Q2 25 | $77.9M | $199.3M | ||
| Q1 25 | $177.3M | $443.9M | ||
| Q4 24 | $210.3M | $184.5M | ||
| Q3 24 | $203.7M | $247.4M | ||
| Q2 24 | $54.3M | $151.4M | ||
| Q1 24 | $52.4M | $238.9M |
自由现金流GMEDRBLX
| Q4 25 | $202.4M | $308.6M | ||
| Q3 25 | $213.9M | $443.6M | ||
| Q2 25 | $31.3M | $176.7M | ||
| Q1 25 | $141.2M | $426.5M | ||
| Q4 24 | $193.2M | $120.6M | ||
| Q3 24 | $161.7M | $218.0M | ||
| Q2 24 | $26.5M | $111.7M | ||
| Q1 24 | $23.8M | $192.3M |
自由现金流率GMEDRBLX
| Q4 25 | 24.5% | 21.8% | ||
| Q3 25 | 27.8% | 32.6% | ||
| Q2 25 | 4.2% | 16.3% | ||
| Q1 25 | 23.6% | 41.2% | ||
| Q4 24 | 29.4% | 12.2% | ||
| Q3 24 | 25.8% | 23.7% | ||
| Q2 24 | 4.2% | 12.5% | ||
| Q1 24 | 3.9% | 24.0% |
资本支出强度GMEDRBLX
| Q4 25 | 5.6% | 21.1% | ||
| Q3 25 | 4.7% | 7.5% | ||
| Q2 25 | 6.2% | 2.1% | ||
| Q1 25 | 6.0% | 1.7% | ||
| Q4 24 | 2.6% | 6.5% | ||
| Q3 24 | 6.7% | 3.2% | ||
| Q2 24 | 4.4% | 4.4% | ||
| Q1 24 | 4.7% | 5.8% |
现金转化率GMEDRBLX
| Q4 25 | 1.77× | — | ||
| Q3 25 | 2.10× | — | ||
| Q2 25 | 0.38× | — | ||
| Q1 25 | 2.35× | — | ||
| Q4 24 | 7.94× | — | ||
| Q3 24 | 3.93× | — | ||
| Q2 24 | 1.71× | — | ||
| Q1 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
GMED
| Other | $391.8M | 47% |
| Nevro Merger Agreement | $293.6M | 36% |
| Enabling Technologies | $141.0M | 17% |
RBLX
暂无分部数据
