vs
HAEMONETICS CORP(HAE)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HAEMONETICS CORP的1.1倍($1.4B vs $1.3B),HAEMONETICS CORP净利率更高(7.3% vs -22.3%,领先29.6%),罗布乐思同比增速更快(43.2% vs 4.8%),罗布乐思自由现金流更多($308.6M vs $209.9M),过去两年HAEMONETICS CORP的营收复合增速更高(99.2% vs 32.9%)
豪洛捷(Haemonetics)是全球血液与血浆供应及服务提供商,于20世纪70年代由艾伦·(杰克)·莱瑟姆博士在马萨诸塞州内蒂克创立,业务围绕血液相关产品及配套服务展开,为全球医疗领域提供血液管理相关的专业解决方案。
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。
HAE vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.1倍
$1.3B
营收增速更快
RBLX
高出38.4%
4.8%
净利率更高
HAE
高出29.6%
-22.3%
自由现金流更多
RBLX
多$98.7M
$209.9M
两年增速更快
HAE
近两年复合增速
32.9%
损益表 — Q4 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $1.4B |
| 净利润 | $97.3M | $-316.0M |
| 毛利率 | 14.9% | 77.7% |
| 营业利润率 | 83.4% | -25.3% |
| 净利率 | 7.3% | -22.3% |
| 营收同比 | 4.8% | 43.2% |
| 净利润同比 | -42.0% | -43.9% |
| 每股收益(稀释后) | — | $-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
HAE
RBLX
| Q1 26 | $1.3B | — | ||
| Q4 25 | $339.0M | $1.4B | ||
| Q3 25 | $327.3M | $1.4B | ||
| Q2 25 | $321.4M | $1.1B | ||
| Q1 25 | $330.6M | $1.0B | ||
| Q4 24 | $348.5M | $988.2M | ||
| Q3 24 | $345.5M | $919.0M | ||
| Q2 24 | $336.2M | $893.5M |
净利润
HAE
RBLX
| Q1 26 | $97.3M | — | ||
| Q4 25 | $44.7M | $-316.0M | ||
| Q3 25 | $38.7M | $-255.6M | ||
| Q2 25 | $34.0M | $-278.4M | ||
| Q1 25 | $58.0M | $-215.1M | ||
| Q4 24 | $37.5M | $-219.6M | ||
| Q3 24 | $33.8M | $-239.3M | ||
| Q2 24 | $38.4M | $-205.9M |
毛利率
HAE
RBLX
| Q1 26 | 14.9% | — | ||
| Q4 25 | 59.7% | 77.7% | ||
| Q3 25 | 59.5% | 78.2% | ||
| Q2 25 | 59.8% | 78.2% | ||
| Q1 25 | 58.4% | 78.3% | ||
| Q4 24 | 55.5% | 77.9% | ||
| Q3 24 | 54.2% | 77.7% | ||
| Q2 24 | 52.0% | 77.8% |
营业利润率
HAE
RBLX
| Q1 26 | 83.4% | — | ||
| Q4 25 | 19.9% | -25.3% | ||
| Q3 25 | 17.9% | -21.8% | ||
| Q2 25 | 16.8% | -29.8% | ||
| Q1 25 | 21.6% | -24.6% | ||
| Q4 24 | 16.9% | -24.7% | ||
| Q3 24 | 15.0% | -30.4% | ||
| Q2 24 | 11.8% | -26.6% |
净利率
HAE
RBLX
| Q1 26 | 7.3% | — | ||
| Q4 25 | 13.2% | -22.3% | ||
| Q3 25 | 11.8% | -18.8% | ||
| Q2 25 | 10.6% | -25.8% | ||
| Q1 25 | 17.5% | -20.8% | ||
| Q4 24 | 10.8% | -22.2% | ||
| Q3 24 | 9.8% | -26.0% | ||
| Q2 24 | 11.4% | -23.0% |
每股收益(稀释后)
HAE
RBLX
| Q1 26 | — | — | ||
| Q4 25 | $0.95 | $-0.44 | ||
| Q3 25 | $0.81 | $-0.37 | ||
| Q2 25 | $0.70 | $-0.41 | ||
| Q1 25 | $1.17 | $-0.32 | ||
| Q4 24 | $0.74 | $-0.32 | ||
| Q3 24 | $0.66 | $-0.37 | ||
| Q2 24 | $0.74 | $-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 | $245.4M | $3.1B |
| 总债务越低越好 | $1.2B | $1.2B |
| 股东权益账面价值 | $796.3M | $394.5M |
| 总资产 | $2.4B | $9.6B |
| 负债/权益比越低杠杆越低 | 1.53× | 2.98× |
8季度趋势,按日历期对齐
现金及短期投资
HAE
RBLX
| Q1 26 | $245.4M | — | ||
| Q4 25 | $363.4M | $3.1B | ||
| Q3 25 | $296.4M | $2.9B | ||
| Q2 25 | $292.9M | $2.6B | ||
| Q1 25 | $306.8M | $2.7B | ||
| Q4 24 | $320.8M | $2.4B | ||
| Q3 24 | $299.3M | $2.3B | ||
| Q2 24 | $344.4M | $2.4B |
总债务
HAE
RBLX
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $1.2B | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
HAE
RBLX
| Q1 26 | $796.3M | — | ||
| Q4 25 | $911.5M | $394.5M | ||
| Q3 25 | $849.2M | $407.6M | ||
| Q2 25 | $882.3M | $353.2M | ||
| Q1 25 | $820.8M | $310.7M | ||
| Q4 24 | $906.9M | $221.4M | ||
| Q3 24 | $878.9M | $189.9M | ||
| Q2 24 | $905.4M | $121.5M |
总资产
HAE
RBLX
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.5B | $9.6B | ||
| Q3 25 | $2.4B | $8.6B | ||
| Q2 25 | $2.5B | $7.8B | ||
| Q1 25 | $2.5B | $7.5B | ||
| Q4 24 | $2.5B | $7.2B | ||
| Q3 24 | $2.5B | $6.7B | ||
| Q2 24 | $2.5B | $6.5B |
负债/权益比
HAE
RBLX
| Q1 26 | 1.53× | — | ||
| Q4 25 | 1.34× | 2.98× | ||
| Q3 25 | 1.44× | — | ||
| Q2 25 | 1.39× | — | ||
| Q1 25 | 1.49× | — | ||
| Q4 24 | — | 5.48× | ||
| Q3 24 | — | — | ||
| Q2 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 | $293.2M | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $209.9M | $308.6M |
| 自由现金流率自由现金流/营收 | 15.7% | 21.8% |
| 资本支出强度资本支出/营收 | 2.5% | 21.1% |
| 现金转化率经营现金流/净利润 | 3.01× | — |
| 过去12个月自由现金流最近4个季度 | $417.1M | $1.4B |
8季度趋势,按日历期对齐
经营现金流
HAE
RBLX
| Q1 26 | $293.2M | — | ||
| Q4 25 | $93.6M | $607.0M | ||
| Q3 25 | $111.3M | $546.2M | ||
| Q2 25 | $17.4M | $199.3M | ||
| Q1 25 | $116.6M | $443.9M | ||
| Q4 24 | $43.8M | $184.5M | ||
| Q3 24 | $48.8M | $247.4M | ||
| Q2 24 | $-27.4M | $151.4M |
自由现金流
HAE
RBLX
| Q1 26 | $209.9M | — | ||
| Q4 25 | $87.2M | $308.6M | ||
| Q3 25 | $106.3M | $443.6M | ||
| Q2 25 | $13.6M | $176.7M | ||
| Q1 25 | $100.9M | $426.5M | ||
| Q4 24 | $35.2M | $120.6M | ||
| Q3 24 | $39.4M | $218.0M | ||
| Q2 24 | $-33.1M | $111.7M |
自由现金流率
HAE
RBLX
| Q1 26 | 15.7% | — | ||
| Q4 25 | 25.7% | 21.8% | ||
| Q3 25 | 32.5% | 32.6% | ||
| Q2 25 | 4.2% | 16.3% | ||
| Q1 25 | 30.5% | 41.2% | ||
| Q4 24 | 10.1% | 12.2% | ||
| Q3 24 | 11.4% | 23.7% | ||
| Q2 24 | -9.8% | 12.5% |
资本支出强度
HAE
RBLX
| Q1 26 | 2.5% | — | ||
| Q4 25 | 1.9% | 21.1% | ||
| Q3 25 | 1.5% | 7.5% | ||
| Q2 25 | 1.2% | 2.1% | ||
| Q1 25 | 4.7% | 1.7% | ||
| Q4 24 | 2.5% | 6.5% | ||
| Q3 24 | 2.7% | 3.2% | ||
| Q2 24 | 1.7% | 4.4% |
现金转化率
HAE
RBLX
| Q1 26 | 3.01× | — | ||
| Q4 25 | 2.09× | — | ||
| Q3 25 | 2.88× | — | ||
| Q2 25 | 0.51× | — | ||
| Q1 25 | 2.01× | — | ||
| Q4 24 | 1.17× | — | ||
| Q3 24 | 1.44× | — | ||
| Q2 24 | -0.71× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图