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罗宾汉（HOOD）与IES Holdings, Inc.（IESC）财务数据对比。点击上方公司名可切换其他公司
罗宾汉的季度营收约是IES Holdings, Inc.的1.2倍（$1.1B vs $871.0M），罗宾汉净利率更高（32.4% vs 10.5%，领先21.9%），IES Holdings, Inc.同比增速更快（16.2% vs 15.1%），过去两年罗宾汉的营收复合增速更高（25.1% vs 11.1%）
罗宾汉市场（Robinhood Markets, Inc.）是总部位于美国加利福尼亚州门洛帕克的金融服务企业，旗下电子交易平台支持股票、ETF、期权、期货、加密货币等品类交易，还提供加密货币钱包、财富管理、信用卡等金融服务，部分银行服务与FDIC投保银行合作推出，同时运营新闻网站Sherwood.News。
IES Holdings, Inc.前身为Integrated Electrical Services, Inc.，主营业务为集成电气及技术系统的设计与安装，同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。
HOOD vs IESC — 直观对比
营收规模更大
HOOD
是对方的1.2倍
$871.0M
营收增速更快
IESC
高出1.1%
15.1%
净利率更高
HOOD
高出21.9%
10.5%
两年增速更快
HOOD
近两年复合增速
11.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $871.0M |
| 净利润 | $346.0M | $91.8M |
| 毛利率 | — | 25.3% |
| 营业利润率 | 38.5% | 11.2% |
| 净利率 | 32.4% | 10.5% |
| 营收同比 | 15.1% | 16.2% |
| 净利润同比 | 3.0% | 59.1% |
| 每股收益（稀释后） | $0.38 | $4.51 |
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HOODIESC
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.3B | $871.0M | ||
| Q3 25 | $1.3B | $897.8M | ||
| Q2 25 | $989.0M | $890.2M | ||
| Q1 25 | $927.0M | $834.0M | ||
| Q4 24 | $1.0B | $749.5M | ||
| Q3 24 | $637.0M | $775.8M | ||
| Q2 24 | $682.0M | $768.4M |
净利润HOODIESC
| Q1 26 | $346.0M | — | ||
| Q4 25 | $605.0M | $91.8M | ||
| Q3 25 | $556.0M | $102.3M | ||
| Q2 25 | $386.0M | $79.3M | ||
| Q1 25 | $336.0M | $72.6M | ||
| Q4 24 | $916.0M | $57.7M | ||
| Q3 24 | $150.0M | $65.5M | ||
| Q2 24 | $188.0M | $66.6M |
毛利率HOODIESC
| Q1 26 | — | — | ||
| Q4 25 | — | 25.3% | ||
| Q3 25 | — | 26.0% | ||
| Q2 25 | — | 26.9% | ||
| Q1 25 | — | 25.0% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 25.3% |
营业利润率HOODIESC
| Q1 26 | 38.5% | — | ||
| Q4 25 | 51.5% | 11.2% | ||
| Q3 25 | 49.8% | 11.6% | ||
| Q2 25 | 44.7% | 12.6% | ||
| Q1 25 | 40.0% | 11.1% | ||
| Q4 24 | 55.0% | 10.0% | ||
| Q3 24 | 24.0% | 9.7% | ||
| Q2 24 | 28.0% | 11.7% |
净利率HOODIESC
| Q1 26 | 32.4% | — | ||
| Q4 25 | 47.2% | 10.5% | ||
| Q3 25 | 43.6% | 11.4% | ||
| Q2 25 | 39.0% | 8.9% | ||
| Q1 25 | 36.2% | 8.7% | ||
| Q4 24 | 90.3% | 7.7% | ||
| Q3 24 | 23.5% | 8.4% | ||
| Q2 24 | 27.6% | 8.7% |
每股收益（稀释后）HOODIESC
| Q1 26 | $0.38 | — | ||
| Q4 25 | $0.65 | $4.51 | ||
| Q3 25 | $0.61 | $4.99 | ||
| Q2 25 | $0.42 | $3.81 | ||
| Q1 25 | $0.37 | $3.50 | ||
| Q4 24 | $1.00 | $2.72 | ||
| Q3 24 | $0.17 | $3.06 | ||
| Q2 24 | $0.21 | $2.67 |
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 | $5.0B | $258.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $9.7B | $961.1M |
| 总资产 | $45.5B | $1.7B |
| 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HOODIESC
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.3B | $258.7M | ||
| Q3 25 | $4.3B | $231.8M | ||
| Q2 25 | $4.2B | $168.3M | ||
| Q1 25 | $4.4B | $88.3M | ||
| Q4 24 | $4.3B | $112.0M | ||
| Q3 24 | $4.6B | $135.8M | ||
| Q2 24 | $4.5B | $44.9M |
股东权益HOODIESC
| Q1 26 | $9.7B | — | ||
| Q4 25 | $9.2B | $961.1M | ||
| Q3 25 | $8.6B | $884.0M | ||
| Q2 25 | $8.1B | $781.4M | ||
| Q1 25 | $8.0B | $705.8M | ||
| Q4 24 | $8.0B | $652.4M | ||
| Q3 24 | $7.2B | $611.1M | ||
| Q2 24 | $7.1B | $567.5M |
总资产HOODIESC
| Q1 26 | $45.5B | — | ||
| Q4 25 | $38.1B | $1.7B | ||
| Q3 25 | $41.5B | $1.6B | ||
| Q2 25 | $35.3B | $1.5B | ||
| Q1 25 | $27.5B | $1.4B | ||
| Q4 24 | $26.2B | $1.3B | ||
| Q3 24 | $43.2B | $1.2B | ||
| Q2 24 | $41.3B | $1.2B |
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 | $2.0B | $27.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-18.9M |
| 自由现金流率自由现金流/营收 | — | -2.2% |
| 资本支出强度资本支出/营收 | — | 5.3% |
| 现金转化率经营现金流/净利润 | 5.89× | 0.30× |
| 过去12个月自由现金流最近4个季度 | — | $175.9M |
8季度趋势，按日历期对齐
经营现金流HOODIESC
| Q1 26 | $2.0B | — | ||
| Q4 25 | $-937.0M | $27.7M | ||
| Q3 25 | $-1.6B | $132.0M | ||
| Q2 25 | $3.5B | $92.0M | ||
| Q1 25 | $642.0M | $24.8M | ||
| Q4 24 | $-1.4B | $37.3M | ||
| Q3 24 | $1.8B | $92.8M | ||
| Q2 24 | $54.0M | $82.9M |
自由现金流HOODIESC
| Q1 26 | — | — | ||
| Q4 25 | — | $-18.9M | ||
| Q3 25 | — | $112.0M | ||
| Q2 25 | — | $74.8M | ||
| Q1 25 | — | $7.9M | ||
| Q4 24 | — | $24.1M | ||
| Q3 24 | — | $78.5M | ||
| Q2 24 | — | $65.4M |
自由现金流率HOODIESC
| Q1 26 | — | — | ||
| Q4 25 | — | -2.2% | ||
| Q3 25 | — | 12.5% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 10.1% | ||
| Q2 24 | — | 8.5% |
资本支出强度HOODIESC
| Q1 26 | — | — | ||
| Q4 25 | — | 5.3% | ||
| Q3 25 | — | 2.2% | ||
| Q2 25 | — | 1.9% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.8% | ||
| Q3 24 | — | 1.8% | ||
| Q2 24 | — | 2.3% |
现金转化率HOODIESC
| Q1 26 | 5.89× | — | ||
| Q4 25 | -1.55× | 0.30× | ||
| Q3 25 | -2.83× | 1.29× | ||
| Q2 25 | 9.09× | 1.16× | ||
| Q1 25 | 1.91× | 0.34× | ||
| Q4 24 | -1.53× | 0.65× | ||
| Q3 24 | 12.08× | 1.42× | ||
| Q2 24 | 0.29× | 1.24× |
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
HOOD
| Net interest | $359.0M | 34% |
| Options | $260.0M | 24% |
| Other transaction | $147.0M | 14% |
| Cryptocurrencies | $134.0M | 13% |
| Other revenues | $85.0M | 8% |
| Equities | $82.0M | 8% |
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
