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罗宾汉（HOOD）与LOUISIANA-PACIFIC CORP（LPX）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LOUISIANA-PACIFIC CORP的1.6倍（$927.0M vs $566.0M），罗宾汉净利率更高（36.2% vs -1.4%，领先37.7%），LOUISIANA-PACIFIC CORP同比增速更快（-16.9% vs -27.7%），过去两年罗宾汉的营收复合增速更高（16.6% vs -11.6%）
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。
路易斯安那-太平洋公司（简称LP）是美国知名建材制造商，成立于1973年，是美国定向结构刨花板（OSB）生产的开创者，总部现位于田纳西州纳什维尔。作为全球最大的OSB生产商，公司还生产工程木建材产品，通过建材分销商、经销商及家居零售中心向建筑商和业主供货。
HOOD vs LPX — 直观对比
营收规模更大
HOOD
是对方的1.6倍
$566.0M
营收增速更快
LPX
高出10.9%
-27.7%
净利率更高
HOOD
高出37.7%
-1.4%
两年增速更快
HOOD
近两年复合增速
-11.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $927.0M | $566.0M |
| 净利润 | $336.0M | $-8.0M |
| 毛利率 | — | 15.0% |
| 营业利润率 | — | -1.6% |
| 净利率 | 36.2% | -1.4% |
| 营收同比 | -27.7% | -16.9% |
| 净利润同比 | -2.9% | -112.9% |
| 每股收益（稀释后） | $336.00 | $-0.12 |
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HOODLPX
| Q1 26 | $927.0M | — | ||
| Q4 25 | $1.3B | $566.0M | ||
| Q3 25 | $1.3B | $663.0M | ||
| Q2 25 | $989.0M | $755.0M | ||
| Q1 25 | $927.0M | $724.0M | ||
| Q4 24 | $1.0B | $681.0M | ||
| Q3 24 | $637.0M | $722.0M | ||
| Q2 24 | $682.0M | $814.0M |
净利润HOODLPX
| Q1 26 | $336.0M | — | ||
| Q4 25 | $605.0M | $-8.0M | ||
| Q3 25 | $556.0M | $9.0M | ||
| Q2 25 | $386.0M | $54.0M | ||
| Q1 25 | $336.0M | $91.0M | ||
| Q4 24 | $916.0M | $62.0M | ||
| Q3 24 | $150.0M | $90.0M | ||
| Q2 24 | $188.0M | $160.0M |
毛利率HOODLPX
| Q1 26 | — | — | ||
| Q4 25 | — | 15.0% | ||
| Q3 25 | — | 19.5% | ||
| Q2 25 | — | 23.6% | ||
| Q1 25 | — | 27.2% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 26.7% | ||
| Q2 24 | — | 32.3% |
营业利润率HOODLPX
| Q1 26 | — | — | ||
| Q4 25 | 51.5% | -1.6% | ||
| Q3 25 | 49.8% | 2.7% | ||
| Q2 25 | 44.7% | 10.6% | ||
| Q1 25 | 40.0% | 16.6% | ||
| Q4 24 | 55.0% | 11.0% | ||
| Q3 24 | 24.0% | 16.1% | ||
| Q2 24 | 28.0% | 23.8% |
净利率HOODLPX
| Q1 26 | 36.2% | — | ||
| Q4 25 | 47.2% | -1.4% | ||
| Q3 25 | 43.6% | 1.4% | ||
| Q2 25 | 39.0% | 7.2% | ||
| Q1 25 | 36.2% | 12.6% | ||
| Q4 24 | 90.3% | 9.1% | ||
| Q3 24 | 23.5% | 12.5% | ||
| Q2 24 | 27.6% | 19.7% |
每股收益（稀释后）HOODLPX
| Q1 26 | $336.00 | — | ||
| Q4 25 | $0.65 | $-0.12 | ||
| Q3 25 | $0.61 | $0.13 | ||
| Q2 25 | $0.42 | $0.77 | ||
| Q1 25 | $0.37 | $1.30 | ||
| Q4 24 | $1.00 | $0.90 | ||
| Q3 24 | $0.17 | $1.28 | ||
| Q2 24 | $0.21 | $2.23 |
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 | $292.0M |
| 总债务越低越好 | — | $348.0M |
| 股东权益账面价值 | $9.2B | $1.7B |
| 总资产 | $38.1B | $2.6B |
| 负债/权益比越低杠杆越低 | — | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资HOODLPX
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $292.0M | ||
| Q3 25 | $4.3B | $316.0M | ||
| Q2 25 | $4.2B | $333.0M | ||
| Q1 25 | $4.4B | $256.0M | ||
| Q4 24 | $4.3B | $340.0M | ||
| Q3 24 | $4.6B | $346.0M | ||
| Q2 24 | $4.5B | $317.0M |
总债务HOODLPX
| Q1 26 | — | — | ||
| Q4 25 | — | $348.0M | ||
| Q3 25 | — | $348.0M | ||
| Q2 25 | — | $348.0M | ||
| Q1 25 | — | $348.0M | ||
| Q4 24 | — | $348.0M | ||
| Q3 24 | — | $347.0M | ||
| Q2 24 | — | $347.0M |
股东权益HOODLPX
| Q1 26 | $9.2B | — | ||
| Q4 25 | $9.2B | $1.7B | ||
| Q3 25 | $8.6B | $1.7B | ||
| Q2 25 | $8.1B | $1.7B | ||
| Q1 25 | $8.0B | $1.7B | ||
| Q4 24 | $8.0B | $1.7B | ||
| Q3 24 | $7.2B | $1.7B | ||
| Q2 24 | $7.1B | $1.7B |
总资产HOODLPX
| Q1 26 | $38.1B | — | ||
| Q4 25 | $38.1B | $2.6B | ||
| Q3 25 | $41.5B | $2.6B | ||
| Q2 25 | $35.3B | $2.7B | ||
| Q1 25 | $27.5B | $2.6B | ||
| Q4 24 | $26.2B | $2.6B | ||
| Q3 24 | $43.2B | $2.6B | ||
| Q2 24 | $41.3B | $2.5B |
负债/权益比HOODLPX
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.21× |
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 | $67.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-8.0M |
| 自由现金流率自由现金流/营收 | — | -1.4% |
| 资本支出强度资本支出/营收 | — | 13.3% |
| 现金转化率经营现金流/净利润 | 1.91× | — |
| 过去12个月自由现金流最近4个季度 | — | $91.0M |
8季度趋势，按日历期对齐
经营现金流HOODLPX
| Q1 26 | $642.0M | — | ||
| Q4 25 | $-937.0M | $67.0M | ||
| Q3 25 | $-1.6B | $89.0M | ||
| Q2 25 | $3.5B | $162.0M | ||
| Q1 25 | $642.0M | $64.0M | ||
| Q4 24 | $-1.4B | $105.0M | ||
| Q3 24 | $1.8B | $183.0M | ||
| Q2 24 | $54.0M | $212.0M |
自由现金流HOODLPX
| Q1 26 | — | — | ||
| Q4 25 | — | $-8.0M | ||
| Q3 25 | — | $5.0M | ||
| Q2 25 | — | $94.0M | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $43.0M | ||
| Q3 24 | — | $139.0M | ||
| Q2 24 | — | $176.0M |
自由现金流率HOODLPX
| Q1 26 | — | — | ||
| Q4 25 | — | -1.4% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 12.5% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 6.3% | ||
| Q3 24 | — | 19.3% | ||
| Q2 24 | — | 21.6% |
资本支出强度HOODLPX
| Q1 26 | — | — | ||
| Q4 25 | — | 13.3% | ||
| Q3 25 | — | 12.7% | ||
| Q2 25 | — | 9.0% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | — | 9.1% | ||
| Q3 24 | — | 6.1% | ||
| Q2 24 | — | 4.4% |
现金转化率HOODLPX
| Q1 26 | 1.91× | — | ||
| Q4 25 | -1.55× | — | ||
| Q3 25 | -2.83× | 9.89× | ||
| Q2 25 | 9.09× | 3.00× | ||
| Q1 25 | 1.91× | 0.70× | ||
| Q4 24 | -1.53× | 1.69× | ||
| Q3 24 | 12.08× | 2.03× | ||
| Q2 24 | 0.29× | 1.32× |
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% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
