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罗宾汉（HOOD）与Knight-Swift Transportation Holdings Inc.（KNX）财务数据对比。点击上方公司名可切换其他公司
Knight-Swift Transportation Holdings Inc.的季度营收约是罗宾汉的2.0倍（$1.9B vs $927.0M），罗宾汉净利率更高（36.2% vs 0.0%，领先36.2%），Knight-Swift Transportation Holdings Inc.同比增速更快（1.4% vs -27.7%），过去两年罗宾汉的营收复合增速更高（16.6% vs 0.1%）
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。
Knight-Swift是美国知名整车公路货运服务商，总部位于亚利桑那州菲尼克斯。该集团由同在菲尼克斯的Swift运输与Knight运输于2017年合并成立，旗下货运网络覆盖北美主要区域，为各行业客户提供专业可靠的整车物流运输服务。
HOOD vs KNX — 直观对比
营收规模更大
KNX
是对方的2.0倍
$927.0M
营收增速更快
KNX
高出29.2%
-27.7%
净利率更高
HOOD
高出36.2%
0.0%
两年增速更快
HOOD
近两年复合增速
0.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $927.0M | $1.9B |
| 净利润 | $336.0M | $96.0K |
| 毛利率 | — | — |
| 营业利润率 | — | 1.5% |
| 净利率 | 36.2% | 0.0% |
| 营收同比 | -27.7% | 1.4% |
| 净利润同比 | -2.9% | -76.6% |
| 每股收益（稀释后） | $336.00 | $-0.01 |
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HOODKNX
| Q1 26 | $927.0M | $1.9B | ||
| Q4 25 | $1.3B | $1.9B | ||
| Q3 25 | $1.3B | $1.9B | ||
| Q2 25 | $989.0M | $1.9B | ||
| Q1 25 | $927.0M | $1.8B | ||
| Q4 24 | $1.0B | $1.9B | ||
| Q3 24 | $637.0M | $1.9B | ||
| Q2 24 | $682.0M | $1.8B |
净利润HOODKNX
| Q1 26 | $336.0M | $96.0K | ||
| Q4 25 | $605.0M | $-6.8M | ||
| Q3 25 | $556.0M | $7.9M | ||
| Q2 25 | $386.0M | $34.2M | ||
| Q1 25 | $336.0M | $30.6M | ||
| Q4 24 | $916.0M | $69.5M | ||
| Q3 24 | $150.0M | $30.5M | ||
| Q2 24 | $188.0M | $20.3M |
营业利润率HOODKNX
| Q1 26 | — | 1.5% | ||
| Q4 25 | 51.5% | 1.4% | ||
| Q3 25 | 49.8% | 2.6% | ||
| Q2 25 | 44.7% | 3.9% | ||
| Q1 25 | 40.0% | 3.7% | ||
| Q4 24 | 55.0% | 4.2% | ||
| Q3 24 | 24.0% | 4.3% | ||
| Q2 24 | 28.0% | 3.4% |
净利率HOODKNX
| Q1 26 | 36.2% | 0.0% | ||
| Q4 25 | 47.2% | -0.4% | ||
| Q3 25 | 43.6% | 0.4% | ||
| Q2 25 | 39.0% | 1.8% | ||
| Q1 25 | 36.2% | 1.7% | ||
| Q4 24 | 90.3% | 3.7% | ||
| Q3 24 | 23.5% | 1.6% | ||
| Q2 24 | 27.6% | 1.1% |
每股收益（稀释后）HOODKNX
| Q1 26 | $336.00 | $-0.01 | ||
| Q4 25 | $0.65 | $-0.04 | ||
| Q3 25 | $0.61 | $0.05 | ||
| Q2 25 | $0.42 | $0.21 | ||
| Q1 25 | $0.37 | $0.19 | ||
| Q4 24 | $1.00 | $0.43 | ||
| Q3 24 | $0.17 | $0.19 | ||
| Q2 24 | $0.21 | $0.13 |
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 | $4.3B | $222.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $9.2B | $7.1B |
| 总资产 | $38.1B | $11.9B |
| 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HOODKNX
| Q1 26 | $4.3B | $222.8M | ||
| Q4 25 | $4.3B | $220.4M | ||
| Q3 25 | $4.3B | $192.7M | ||
| Q2 25 | $4.2B | $216.3M | ||
| Q1 25 | $4.4B | $209.5M | ||
| Q4 24 | $4.3B | $218.3M | ||
| Q3 24 | $4.6B | $166.3M | ||
| Q2 24 | $4.5B | $186.5M |
总债务HOODKNX
| Q1 26 | — | — | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $1.6B |
股东权益HOODKNX
| Q1 26 | $9.2B | $7.1B | ||
| Q4 25 | $9.2B | $7.1B | ||
| Q3 25 | $8.6B | $7.1B | ||
| Q2 25 | $8.1B | $7.1B | ||
| Q1 25 | $8.0B | $7.1B | ||
| Q4 24 | $8.0B | $7.1B | ||
| Q3 24 | $7.2B | $7.1B | ||
| Q2 24 | $7.1B | $7.1B |
总资产HOODKNX
| Q1 26 | $38.1B | $11.9B | ||
| Q4 25 | $38.1B | $12.0B | ||
| Q3 25 | $41.5B | $12.6B | ||
| Q2 25 | $35.3B | $12.5B | ||
| Q1 25 | $27.5B | $12.6B | ||
| Q4 24 | $26.2B | $12.7B | ||
| Q3 24 | $43.2B | $12.8B | ||
| Q2 24 | $41.3B | $12.6B |
负债/权益比HOODKNX
| Q1 26 | — | — | ||
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.26× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 0.26× | ||
| Q2 24 | — | 0.23× |
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 | $642.0M | $142.5M |
| 自由现金流经营现金流 - 资本支出 | — | $56.9M |
| 自由现金流率自由现金流/营收 | — | 3.1% |
| 资本支出强度资本支出/营收 | — | 4.6% |
| 现金转化率经营现金流/净利润 | 1.91× | 1484.79× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流HOODKNX
| Q1 26 | $642.0M | $142.5M | ||
| Q4 25 | $-937.0M | $723.2M | ||
| Q3 25 | $-1.6B | $217.5M | ||
| Q2 25 | $3.5B | $216.5M | ||
| Q1 25 | $642.0M | $109.4M | ||
| Q4 24 | $-1.4B | $274.3M | ||
| Q3 24 | $1.8B | $214.0M | ||
| Q2 24 | $54.0M | $273.4M |
自由现金流HOODKNX
| Q1 26 | — | $56.9M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率HOODKNX
| Q1 26 | — | 3.1% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度HOODKNX
| Q1 26 | — | 4.6% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率HOODKNX
| Q1 26 | 1.91× | 1484.79× | ||
| Q4 25 | -1.55× | — | ||
| Q3 25 | -2.83× | 27.67× | ||
| Q2 25 | 9.09× | 6.32× | ||
| Q1 25 | 1.91× | 3.57× | ||
| Q4 24 | -1.53× | 3.95× | ||
| Q3 24 | 12.08× | 7.03× | ||
| Q2 24 | 0.29× | 13.47× |
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
| Transaction-based revenues | $583.0M | 63% |
| Other | $290.0M | 31% |
| Other revenues | $54.0M | 6% |
KNX
| Revenue, excluding truckload and LTL fuel surcharge | $1.6B | 89% |
| Truckload and LTL fuel surcharge | $212.2M | 11% |
