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罗宾汉(HOOD)与Kontoor Brands, Inc.(KTB)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Kontoor Brands, Inc.的1.1倍($927.0M vs $853.2M),罗宾汉净利率更高(36.2% vs 4.3%,领先31.9%),Kontoor Brands, Inc.同比增速更快(27.3% vs -27.7%),过去两年罗宾汉的营收复合增速更高(16.6% vs 14.2%)
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。
Kontoor Brands是美国知名服装企业,2019年5月从威富集团分拆独立运营,旗下拥有Lee、Wrangler、Helly Hansen等国际知名服饰品牌,面向全球市场销售各类服饰产品,在休闲服饰及户外功能服饰领域拥有广泛的消费者基础。
HOOD vs KTB — 直观对比
营收规模更大
HOOD
是对方的1.1倍
$853.2M
营收增速更快
KTB
高出55.1%
-27.7%
净利率更高
HOOD
高出31.9%
4.3%
两年增速更快
HOOD
近两年复合增速
14.2%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $927.0M | $853.2M |
| 净利润 | $336.0M | $36.9M |
| 毛利率 | — | 41.3% |
| 营业利润率 | — | 7.5% |
| 净利率 | 36.2% | 4.3% |
| 营收同比 | -27.7% | 27.3% |
| 净利润同比 | -2.9% | -47.6% |
| 每股收益(稀释后) | $336.00 | $0.66 |
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
HOOD
KTB
| Q1 26 | $927.0M | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | $853.2M | ||
| Q2 25 | $989.0M | $658.3M | ||
| Q1 25 | $927.0M | $622.9M | ||
| Q4 24 | $1.0B | $699.3M | ||
| Q3 24 | $637.0M | $670.2M | ||
| Q2 24 | $682.0M | $606.9M |
净利润
HOOD
KTB
| Q1 26 | $336.0M | — | ||
| Q4 25 | $605.0M | — | ||
| Q3 25 | $556.0M | $36.9M | ||
| Q2 25 | $386.0M | $73.9M | ||
| Q1 25 | $336.0M | $42.9M | ||
| Q4 24 | $916.0M | $64.0M | ||
| Q3 24 | $150.0M | $70.5M | ||
| Q2 24 | $188.0M | $51.8M |
毛利率
HOOD
KTB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 41.3% | ||
| Q2 25 | — | 46.3% | ||
| Q1 25 | — | 47.5% | ||
| Q4 24 | — | 43.7% | ||
| Q3 24 | — | 44.7% | ||
| Q2 24 | — | 44.7% |
营业利润率
HOOD
KTB
| Q1 26 | — | — | ||
| Q4 25 | 51.5% | — | ||
| Q3 25 | 49.8% | 7.5% | ||
| Q2 25 | 44.7% | 11.9% | ||
| Q1 25 | 40.0% | 11.8% | ||
| Q4 24 | 55.0% | 12.1% | ||
| Q3 24 | 24.0% | 14.7% | ||
| Q2 24 | 28.0% | 12.4% |
净利率
HOOD
KTB
| Q1 26 | 36.2% | — | ||
| Q4 25 | 47.2% | — | ||
| Q3 25 | 43.6% | 4.3% | ||
| Q2 25 | 39.0% | 11.2% | ||
| Q1 25 | 36.2% | 6.9% | ||
| Q4 24 | 90.3% | 9.1% | ||
| Q3 24 | 23.5% | 10.5% | ||
| Q2 24 | 27.6% | 8.5% |
每股收益(稀释后)
HOOD
KTB
| Q1 26 | $336.00 | — | ||
| Q4 25 | $0.65 | — | ||
| Q3 25 | $0.61 | $0.66 | ||
| Q2 25 | $0.42 | $1.32 | ||
| Q1 25 | $0.37 | $0.76 | ||
| Q4 24 | $1.00 | $1.13 | ||
| Q3 24 | $0.17 | $1.26 | ||
| Q2 24 | $0.21 | $0.92 |
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 | $82.4M |
| 总债务越低越好 | — | $1.3B |
| 股东权益账面价值 | $9.2B | $529.6M |
| 总资产 | $38.1B | $2.9B |
| 负债/权益比越低杠杆越低 | — | 2.53× |
8季度趋势,按日历期对齐
现金及短期投资
HOOD
KTB
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | — | ||
| Q3 25 | $4.3B | $82.4M | ||
| Q2 25 | $4.2B | $107.5M | ||
| Q1 25 | $4.4B | $356.7M | ||
| Q4 24 | $4.3B | $334.1M | ||
| Q3 24 | $4.6B | $269.4M | ||
| Q2 24 | $4.5B | $224.3M |
总债务
HOOD
KTB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $735.6M | ||
| Q4 24 | — | $740.3M | ||
| Q3 24 | — | $745.0M | ||
| Q2 24 | — | $749.7M |
股东权益
HOOD
KTB
| Q1 26 | $9.2B | — | ||
| Q4 25 | $9.2B | — | ||
| Q3 25 | $8.6B | $529.6M | ||
| Q2 25 | $8.1B | $498.3M | ||
| Q1 25 | $8.0B | $426.7M | ||
| Q4 24 | $8.0B | $400.1M | ||
| Q3 24 | $7.2B | $356.9M | ||
| Q2 24 | $7.1B | $367.2M |
总资产
HOOD
KTB
| Q1 26 | $38.1B | — | ||
| Q4 25 | $38.1B | — | ||
| Q3 25 | $41.5B | $2.9B | ||
| Q2 25 | $35.3B | $2.7B | ||
| Q1 25 | $27.5B | $1.7B | ||
| Q4 24 | $26.2B | $1.7B | ||
| Q3 24 | $43.2B | $1.7B | ||
| Q2 24 | $41.3B | $1.6B |
负债/权益比
HOOD
KTB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 2.53× | ||
| Q2 25 | — | 2.74× | ||
| Q1 25 | — | 1.72× | ||
| Q4 24 | — | 1.85× | ||
| Q3 24 | — | 2.09× | ||
| Q2 24 | — | 2.04× |
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 | $64.1M |
| 自由现金流经营现金流 - 资本支出 | — | $55.8M |
| 自由现金流率自由现金流/营收 | — | 6.5% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | 1.91× | 1.74× |
| 过去12个月自由现金流最近4个季度 | — | $228.0M |
8季度趋势,按日历期对齐
经营现金流
HOOD
KTB
| Q1 26 | $642.0M | — | ||
| Q4 25 | $-937.0M | — | ||
| Q3 25 | $-1.6B | $64.1M | ||
| Q2 25 | $3.5B | $25.7M | ||
| Q1 25 | $642.0M | $77.6M | ||
| Q4 24 | $-1.4B | $82.0M | ||
| Q3 24 | $1.8B | $133.6M | ||
| Q2 24 | $54.0M | $96.2M |
自由现金流
HOOD
KTB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $55.8M | ||
| Q2 25 | — | $22.4M | ||
| Q1 25 | — | $74.9M | ||
| Q4 24 | — | $75.0M | ||
| Q3 24 | — | $129.9M | ||
| Q2 24 | — | $92.6M |
自由现金流率
HOOD
KTB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 6.5% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 12.0% | ||
| Q4 24 | — | 10.7% | ||
| Q3 24 | — | 19.4% | ||
| Q2 24 | — | 15.3% |
资本支出强度
HOOD
KTB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 0.6% |
现金转化率
HOOD
KTB
| Q1 26 | 1.91× | — | ||
| Q4 25 | -1.55× | — | ||
| Q3 25 | -2.83× | 1.74× | ||
| Q2 25 | 9.09× | 0.35× | ||
| Q1 25 | 1.91× | 1.81× | ||
| Q4 24 | -1.53× | 1.28× | ||
| Q3 24 | 12.08× | 1.89× | ||
| Q2 24 | 0.29× | 1.86× |
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% |
KTB
| International Member | $292.0M | 34% |
| CTC Triangle B.V | $192.7M | 23% |
| Lee Segment | $186.7M | 22% |
| Helly Hansen Segment | $185.9M | 22% |