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罗宾汉（HOOD）与Nutanix, Inc.（NTNX）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Nutanix, Inc.的1.4倍（$927.0M vs $670.6M），罗宾汉净利率更高（36.2% vs 9.3%，领先27.0%），Nutanix, Inc.同比增速更快（13.5% vs -27.7%），过去两年罗宾汉的营收复合增速更高（16.6% vs 8.9%）
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。
Nutanix是美国云计算企业，专注于提供数据中心、混合多云部署相关的软件产品，覆盖虚拟化、Kubernetes容器、数据库即服务、软件定义网络、安全以及文件、对象、块级软件定义存储等领域，助力企业高效搭建与运维云基础设施。
HOOD vs NTNX — 直观对比
营收规模更大
HOOD
是对方的1.4倍
$670.6M
营收增速更快
NTNX
高出41.2%
-27.7%
净利率更高
HOOD
高出27.0%
9.3%
两年增速更快
HOOD
近两年复合增速
8.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $927.0M | $670.6M |
| 净利润 | $336.0M | $62.1M |
| 毛利率 | — | 87.0% |
| 营业利润率 | — | 7.4% |
| 净利率 | 36.2% | 9.3% |
| 营收同比 | -27.7% | 13.5% |
| 净利润同比 | -2.9% | 107.5% |
| 每股收益（稀释后） | $336.00 | $0.21 |
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HOODNTNX
| Q1 26 | $927.0M | — | ||
| Q4 25 | $1.3B | $670.6M | ||
| Q3 25 | $1.3B | $653.3M | ||
| Q2 25 | $989.0M | $639.0M | ||
| Q1 25 | $927.0M | $654.7M | ||
| Q4 24 | $1.0B | $591.0M | ||
| Q3 24 | $637.0M | $548.0M | ||
| Q2 24 | $682.0M | $524.6M |
净利润HOODNTNX
| Q1 26 | $336.0M | — | ||
| Q4 25 | $605.0M | $62.1M | ||
| Q3 25 | $556.0M | $38.6M | ||
| Q2 25 | $386.0M | $63.4M | ||
| Q1 25 | $336.0M | $56.4M | ||
| Q4 24 | $916.0M | $29.9M | ||
| Q3 24 | $150.0M | $-126.1M | ||
| Q2 24 | $188.0M | $-15.6M |
毛利率HOODNTNX
| Q1 26 | — | — | ||
| Q4 25 | — | 87.0% | ||
| Q3 25 | — | 87.2% | ||
| Q2 25 | — | 87.0% | ||
| Q1 25 | — | 87.0% | ||
| Q4 24 | — | 86.0% | ||
| Q3 24 | — | 85.2% | ||
| Q2 24 | — | 84.8% |
营业利润率HOODNTNX
| Q1 26 | — | — | ||
| Q4 25 | 51.5% | 7.4% | ||
| Q3 25 | 49.8% | 4.8% | ||
| Q2 25 | 44.7% | 7.6% | ||
| Q1 25 | 40.0% | 10.0% | ||
| Q4 24 | 55.0% | 4.6% | ||
| Q3 24 | 24.0% | -2.2% | ||
| Q2 24 | 28.0% | -2.2% |
净利率HOODNTNX
| Q1 26 | 36.2% | — | ||
| Q4 25 | 47.2% | 9.3% | ||
| Q3 25 | 43.6% | 5.9% | ||
| Q2 25 | 39.0% | 9.9% | ||
| Q1 25 | 36.2% | 8.6% | ||
| Q4 24 | 90.3% | 5.1% | ||
| Q3 24 | 23.5% | -23.0% | ||
| Q2 24 | 27.6% | -3.0% |
每股收益（稀释后）HOODNTNX
| Q1 26 | $336.00 | — | ||
| Q4 25 | $0.65 | $0.21 | ||
| Q3 25 | $0.61 | $0.14 | ||
| Q2 25 | $0.42 | $0.22 | ||
| Q1 25 | $0.37 | $0.19 | ||
| Q4 24 | $1.00 | $0.10 | ||
| Q3 24 | $0.17 | $-0.50 | ||
| Q2 24 | $0.21 | $-0.06 |
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 | $780.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $9.2B | $-668.6M |
| 总资产 | $38.1B | $3.3B |
| 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HOODNTNX
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $780.4M | ||
| Q3 25 | $4.3B | $769.5M | ||
| Q2 25 | $4.2B | $872.6M | ||
| Q1 25 | $4.4B | $1.1B | ||
| Q4 24 | $4.3B | $716.6M | ||
| Q3 24 | $4.6B | $655.3M | ||
| Q2 24 | $4.5B | $598.0M |
股东权益HOODNTNX
| Q1 26 | $9.2B | — | ||
| Q4 25 | $9.2B | $-668.6M | ||
| Q3 25 | $8.6B | $-694.5M | ||
| Q2 25 | $8.1B | $-711.4M | ||
| Q1 25 | $8.0B | $-807.7M | ||
| Q4 24 | $8.0B | $-685.3M | ||
| Q3 24 | $7.2B | $-728.1M | ||
| Q2 24 | $7.1B | $-619.5M |
总资产HOODNTNX
| Q1 26 | $38.1B | — | ||
| Q4 25 | $38.1B | $3.3B | ||
| Q3 25 | $41.5B | $3.3B | ||
| Q2 25 | $35.3B | $3.1B | ||
| Q1 25 | $27.5B | $3.0B | ||
| Q4 24 | $26.2B | $2.2B | ||
| Q3 24 | $43.2B | $2.1B | ||
| Q2 24 | $41.3B | $2.8B |
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 | $196.8M |
| 自由现金流经营现金流 - 资本支出 | — | $174.5M |
| 自由现金流率自由现金流/营收 | — | 26.0% |
| 资本支出强度资本支出/营收 | — | 3.3% |
| 现金转化率经营现金流/净利润 | 1.91× | 3.17× |
| 过去12个月自由现金流最近4个季度 | — | $772.8M |
8季度趋势，按日历期对齐
经营现金流HOODNTNX
| Q1 26 | $642.0M | — | ||
| Q4 25 | $-937.0M | $196.8M | ||
| Q3 25 | $-1.6B | $219.5M | ||
| Q2 25 | $3.5B | $218.5M | ||
| Q1 25 | $642.0M | $221.7M | ||
| Q4 24 | $-1.4B | $161.8M | ||
| Q3 24 | $1.8B | $244.7M | ||
| Q2 24 | $54.0M | $96.4M |
自由现金流HOODNTNX
| Q1 26 | — | — | ||
| Q4 25 | — | $174.5M | ||
| Q3 25 | — | $207.8M | ||
| Q2 25 | — | $203.4M | ||
| Q1 25 | — | $187.1M | ||
| Q4 24 | — | $151.9M | ||
| Q3 24 | — | $224.3M | ||
| Q2 24 | — | $78.3M |
自由现金流率HOODNTNX
| Q1 26 | — | — | ||
| Q4 25 | — | 26.0% | ||
| Q3 25 | — | 31.8% | ||
| Q2 25 | — | 31.8% | ||
| Q1 25 | — | 28.6% | ||
| Q4 24 | — | 25.7% | ||
| Q3 24 | — | 40.9% | ||
| Q2 24 | — | 14.9% |
资本支出强度HOODNTNX
| Q1 26 | — | — | ||
| Q4 25 | — | 3.3% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 2.4% | ||
| Q1 25 | — | 5.3% | ||
| Q4 24 | — | 1.7% | ||
| Q3 24 | — | 3.7% | ||
| Q2 24 | — | 3.4% |
现金转化率HOODNTNX
| Q1 26 | 1.91× | — | ||
| Q4 25 | -1.55× | 3.17× | ||
| Q3 25 | -2.83× | 5.68× | ||
| Q2 25 | 9.09× | 3.45× | ||
| Q1 25 | 1.91× | 3.93× | ||
| Q4 24 | -1.53× | 5.41× | ||
| 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
| Transaction-based revenues | $583.0M | 63% |
| Other | $290.0M | 31% |
| Other revenues | $54.0M | 6% |
NTNX
| Services | $335.5M | 50% |
| Subscriptionand Circulation Software Entitlementand Support Subscription | $320.8M | 48% |
| Other | $14.3M | 2% |
