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罗宾汉（HOOD）与朗美通（LITE）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朗美通的1.6倍（$1.1B vs $665.5M），罗宾汉净利率更高（32.4% vs 11.8%，领先20.7%），朗美通同比增速更快（65.5% vs 15.1%），过去两年朗美通的营收复合增速更高（34.8% vs 25.1%）
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。
朗美通控股（Lumentum Holdings Inc.）是全球知名光电产品供应商，前身为美国捷迪讯（JDSU）旗下光电器件及激光业务板块，2015年8月随捷迪讯分拆独立运营，总部位于美国加利福尼亚州米尔皮塔斯，主营光通信网络设备、激光器、定制光学解决方案等多元产品。
HOOD vs LITE — 直观对比
营收规模更大
HOOD
是对方的1.6倍
$665.5M
营收增速更快
LITE
高出50.4%
15.1%
净利率更高
HOOD
高出20.7%
11.8%
两年增速更快
LITE
近两年复合增速
25.1%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $665.5M |
| 净利润 | $346.0M | $78.2M |
| 毛利率 | — | 36.1% |
| 营业利润率 | 38.5% | 9.7% |
| 净利率 | 32.4% | 11.8% |
| 营收同比 | 15.1% | 65.5% |
| 净利润同比 | 3.0% | 228.4% |
| 每股收益（稀释后） | $0.38 | $0.89 |
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HOODLITE
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.3B | $665.5M | ||
| Q3 25 | $1.3B | $533.8M | ||
| Q2 25 | $989.0M | $480.7M | ||
| Q1 25 | $927.0M | $425.2M | ||
| Q4 24 | $1.0B | $402.2M | ||
| Q3 24 | $637.0M | $336.9M | ||
| Q2 24 | $682.0M | $308.3M |
净利润HOODLITE
| Q1 26 | $346.0M | — | ||
| Q4 25 | $605.0M | $78.2M | ||
| Q3 25 | $556.0M | $4.2M | ||
| Q2 25 | $386.0M | $213.3M | ||
| Q1 25 | $336.0M | $-44.1M | ||
| Q4 24 | $916.0M | $-60.9M | ||
| Q3 24 | $150.0M | $-82.4M | ||
| Q2 24 | $188.0M | $-252.5M |
毛利率HOODLITE
| Q1 26 | — | — | ||
| Q4 25 | — | 36.1% | ||
| Q3 25 | — | 34.0% | ||
| Q2 25 | — | 33.3% | ||
| Q1 25 | — | 28.8% | ||
| Q4 24 | — | 24.8% | ||
| Q3 24 | — | 23.1% | ||
| Q2 24 | — | 16.6% |
营业利润率HOODLITE
| Q1 26 | 38.5% | — | ||
| Q4 25 | 51.5% | 9.7% | ||
| Q3 25 | 49.8% | 1.3% | ||
| Q2 25 | 44.7% | -1.7% | ||
| Q1 25 | 40.0% | -8.9% | ||
| Q4 24 | 55.0% | -12.8% | ||
| Q3 24 | 24.0% | -24.5% | ||
| Q2 24 | 28.0% | -43.3% |
净利率HOODLITE
| Q1 26 | 32.4% | — | ||
| Q4 25 | 47.2% | 11.8% | ||
| Q3 25 | 43.6% | 0.8% | ||
| Q2 25 | 39.0% | 44.4% | ||
| Q1 25 | 36.2% | -10.4% | ||
| Q4 24 | 90.3% | -15.1% | ||
| Q3 24 | 23.5% | -24.5% | ||
| Q2 24 | 27.6% | -81.9% |
每股收益（稀释后）HOODLITE
| Q1 26 | $0.38 | — | ||
| Q4 25 | $0.65 | $0.89 | ||
| Q3 25 | $0.61 | $0.05 | ||
| Q2 25 | $0.42 | $3.10 | ||
| Q1 25 | $0.37 | $-0.64 | ||
| Q4 24 | $1.00 | $-0.88 | ||
| Q3 24 | $0.17 | $-1.21 | ||
| Q2 24 | $0.21 | $-3.75 |
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 | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $9.7B | $846.6M |
| 总资产 | $45.5B | $4.8B |
| 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HOODLITE
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.3B | $1.2B | ||
| Q3 25 | $4.3B | $1.1B | ||
| Q2 25 | $4.2B | $877.1M | ||
| Q1 25 | $4.4B | $866.7M | ||
| Q4 24 | $4.3B | $896.7M | ||
| Q3 24 | $4.6B | $916.1M | ||
| Q2 24 | $4.5B | $887.0M |
股东权益HOODLITE
| Q1 26 | $9.7B | — | ||
| Q4 25 | $9.2B | $846.6M | ||
| Q3 25 | $8.6B | $780.8M | ||
| Q2 25 | $8.1B | $1.1B | ||
| Q1 25 | $8.0B | $879.5M | ||
| Q4 24 | $8.0B | $872.3M | ||
| Q3 24 | $7.2B | $895.9M | ||
| Q2 24 | $7.1B | $957.3M |
总资产HOODLITE
| Q1 26 | $45.5B | — | ||
| Q4 25 | $38.1B | $4.8B | ||
| Q3 25 | $41.5B | $4.6B | ||
| Q2 25 | $35.3B | $4.2B | ||
| Q1 25 | $27.5B | $4.0B | ||
| Q4 24 | $26.2B | $4.0B | ||
| Q3 24 | $43.2B | $4.0B | ||
| Q2 24 | $41.3B | $3.9B |
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 | $126.7M |
| 自由现金流经营现金流 - 资本支出 | — | $43.1M |
| 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 | — | 12.6% |
| 现金转化率经营现金流/净利润 | 5.89× | 1.62× |
| 过去12个月自由现金流最近4个季度 | — | $-29.5M |
8季度趋势，按日历期对齐
经营现金流HOODLITE
| Q1 26 | $2.0B | — | ||
| Q4 25 | $-937.0M | $126.7M | ||
| Q3 25 | $-1.6B | $57.9M | ||
| Q2 25 | $3.5B | $64.0M | ||
| Q1 25 | $642.0M | $-1.6M | ||
| Q4 24 | $-1.4B | $24.3M | ||
| Q3 24 | $1.8B | $39.6M | ||
| Q2 24 | $54.0M | $35.5M |
自由现金流HOODLITE
| Q1 26 | — | — | ||
| Q4 25 | — | $43.1M | ||
| Q3 25 | — | $-18.3M | ||
| Q2 25 | — | $10.1M | ||
| Q1 25 | — | $-64.4M | ||
| Q4 24 | — | $-15.9M | ||
| Q3 24 | — | $-34.5M | ||
| Q2 24 | — | $10.9M |
自由现金流率HOODLITE
| Q1 26 | — | — | ||
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | -3.4% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | -15.1% | ||
| Q4 24 | — | -4.0% | ||
| Q3 24 | — | -10.2% | ||
| Q2 24 | — | 3.5% |
资本支出强度HOODLITE
| Q1 26 | — | — | ||
| Q4 25 | — | 12.6% | ||
| Q3 25 | — | 14.3% | ||
| Q2 25 | — | 11.2% | ||
| Q1 25 | — | 14.8% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | — | 22.0% | ||
| Q2 24 | — | 8.0% |
现金转化率HOODLITE
| Q1 26 | 5.89× | — | ||
| Q4 25 | -1.55× | 1.62× | ||
| Q3 25 | -2.83× | 13.79× | ||
| Q2 25 | 9.09× | 0.30× | ||
| Q1 25 | 1.91× | — | ||
| Q4 24 | -1.53× | — | ||
| Q3 24 | 12.08× | — | ||
| Q2 24 | 0.29× | — |
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% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
