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罗宾汉（HOOD）与Lyft, Inc.（LYFT）财务数据对比。点击上方公司名可切换其他公司
Lyft, Inc.的季度营收约是罗宾汉的1.6倍（$1.5B vs $927.0M），Lyft, Inc.净利率更高（183.9% vs 36.2%，领先147.7%），Lyft, Inc.同比增速更快（3.6% vs -27.7%），过去两年罗宾汉的营收复合增速更高（16.6% vs 11.3%）
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。
Lyft是美国仅次于优步的第二大网约车企业，在美国、加拿大提供网约车、电动滑板车及共享单车服务，还通过Free Now应用覆盖欧洲市场，目前拥有2500万活跃乘客，日均完成900万次出行订单。
HOOD vs LYFT — 直观对比
营收规模更大
LYFT
是对方的1.6倍
$927.0M
营收增速更快
LYFT
高出31.3%
-27.7%
净利率更高
LYFT
高出147.7%
36.2%
两年增速更快
HOOD
近两年复合增速
11.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $927.0M | $1.5B |
| 净利润 | $336.0M | $2.8B |
| 毛利率 | — | 35.1% |
| 营业利润率 | — | -12.4% |
| 净利率 | 36.2% | 183.9% |
| 营收同比 | -27.7% | 3.6% |
| 净利润同比 | -2.9% | 4363.0% |
| 每股收益（稀释后） | $336.00 | $6.59 |
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HOODLYFT
| Q1 26 | $927.0M | — | ||
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $989.0M | $1.5B | ||
| Q1 25 | $927.0M | $1.4B | ||
| Q4 24 | $1.0B | $1.4B | ||
| Q3 24 | $637.0M | $1.4B | ||
| Q2 24 | $682.0M | $1.3B |
净利润HOODLYFT
| Q1 26 | $336.0M | — | ||
| Q4 25 | $605.0M | $2.8B | ||
| Q3 25 | $556.0M | $46.1M | ||
| Q2 25 | $386.0M | $40.3M | ||
| Q1 25 | $336.0M | $2.6M | ||
| Q4 24 | $916.0M | $61.7M | ||
| Q3 24 | $150.0M | $-12.4M | ||
| Q2 24 | $188.0M | $5.0M |
毛利率HOODLYFT
| Q1 26 | — | — | ||
| Q4 25 | — | 35.1% | ||
| Q3 25 | — | 40.0% | ||
| Q2 25 | — | 36.7% | ||
| Q1 25 | — | 37.2% | ||
| Q4 24 | — | 39.5% | ||
| Q3 24 | — | 36.0% | ||
| Q2 24 | — | 38.0% |
营业利润率HOODLYFT
| Q1 26 | — | — | ||
| Q4 25 | 51.5% | -12.4% | ||
| Q3 25 | 49.8% | 1.5% | ||
| Q2 25 | 44.7% | 0.2% | ||
| Q1 25 | 40.0% | -2.1% | ||
| Q4 24 | 55.0% | 1.9% | ||
| Q3 24 | 24.0% | -4.1% | ||
| Q2 24 | 28.0% | -2.1% |
净利率HOODLYFT
| Q1 26 | 36.2% | — | ||
| Q4 25 | 47.2% | 183.9% | ||
| Q3 25 | 43.6% | 3.0% | ||
| Q2 25 | 39.0% | 2.7% | ||
| Q1 25 | 36.2% | 0.2% | ||
| Q4 24 | 90.3% | 4.3% | ||
| Q3 24 | 23.5% | -0.9% | ||
| Q2 24 | 27.6% | 0.4% |
每股收益（稀释后）HOODLYFT
| Q1 26 | $336.00 | — | ||
| Q4 25 | $0.65 | $6.59 | ||
| Q3 25 | $0.61 | $0.11 | ||
| Q2 25 | $0.42 | $0.10 | ||
| Q1 25 | $0.37 | $0.01 | ||
| Q4 24 | $1.00 | $0.16 | ||
| Q3 24 | $0.17 | $-0.03 | ||
| Q2 24 | $0.21 | $0.01 |
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 | $1.8B |
| 总债务越低越好 | — | $1.1B |
| 股东权益账面价值 | $9.2B | $3.3B |
| 总资产 | $38.1B | $9.0B |
| 负债/权益比越低杠杆越低 | — | 0.32× |
8季度趋势，按日历期对齐
现金及短期投资HOODLYFT
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $1.8B | ||
| Q3 25 | $4.3B | $2.0B | ||
| Q2 25 | $4.2B | $1.8B | ||
| Q1 25 | $4.4B | $2.2B | ||
| Q4 24 | $4.3B | $2.0B | ||
| Q3 24 | $4.6B | $1.9B | ||
| Q2 24 | $4.5B | $1.8B |
总债务HOODLYFT
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $573.2M | ||
| Q1 25 | — | $979.9M | ||
| Q4 24 | — | $995.0M | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.0B |
股东权益HOODLYFT
| Q1 26 | $9.2B | — | ||
| Q4 25 | $9.2B | $3.3B | ||
| Q3 25 | $8.6B | $573.0M | ||
| Q2 25 | $8.1B | $732.7M | ||
| Q1 25 | $8.0B | $838.1M | ||
| Q4 24 | $8.0B | $767.0M | ||
| Q3 24 | $7.2B | $655.8M | ||
| Q2 24 | $7.1B | $577.6M |
总资产HOODLYFT
| Q1 26 | $38.1B | — | ||
| Q4 25 | $38.1B | $9.0B | ||
| Q3 25 | $41.5B | $5.9B | ||
| Q2 25 | $35.3B | $5.4B | ||
| Q1 25 | $27.5B | $5.7B | ||
| Q4 24 | $26.2B | $5.4B | ||
| Q3 24 | $43.2B | $5.3B | ||
| Q2 24 | $41.3B | $5.0B |
负债/权益比HOODLYFT
| Q1 26 | — | — | ||
| Q4 25 | — | 0.32× | ||
| Q3 25 | — | 1.85× | ||
| Q2 25 | — | 0.78× | ||
| Q1 25 | — | 1.17× | ||
| Q4 24 | — | 1.30× | ||
| Q3 24 | — | 1.53× | ||
| Q2 24 | — | 1.74× |
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 | $246.2M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 1.91× | 0.09× |
| 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HOODLYFT
| Q1 26 | $642.0M | — | ||
| Q4 25 | $-937.0M | $246.2M | ||
| Q3 25 | $-1.6B | $291.3M | ||
| Q2 25 | $3.5B | $343.7M | ||
| Q1 25 | $642.0M | $287.2M | ||
| Q4 24 | $-1.4B | $153.4M | ||
| Q3 24 | $1.8B | $264.0M | ||
| Q2 24 | $54.0M | $276.2M |
现金转化率HOODLYFT
| Q1 26 | 1.91× | — | ||
| Q4 25 | -1.55× | 0.09× | ||
| Q3 25 | -2.83× | 6.32× | ||
| Q2 25 | 9.09× | 8.53× | ||
| Q1 25 | 1.91× | 111.89× | ||
| Q4 24 | -1.53× | 2.48× | ||
| Q3 24 | 12.08× | — | ||
| Q2 24 | 0.29× | 55.09× |
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% |
LYFT
暂无分部数据
