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罗宾汉（HOOD）与OPEN TEXT CORP（OTEX）财务数据对比。点击上方公司名可切换其他公司
OPEN TEXT CORP的季度营收约是罗宾汉的1.4倍（$1.3B vs $927.0M），罗宾汉净利率更高（36.2% vs 12.7%，领先23.6%），OPEN TEXT CORP同比增速更快（-0.6% vs -27.7%），过去两年罗宾汉的营收复合增速更高（16.6% vs -4.3%）
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。
Open Text Corporation是全球知名的跨国软件企业，专注于信息管理类软件的研发与销售，业务覆盖全球众多国家和地区，可为各行业客户提供成熟的信息管理解决方案，助力企业高效管理数据资产，推进数字化转型落地。
HOOD vs OTEX — 直观对比
营收规模更大
OTEX
是对方的1.4倍
$927.0M
营收增速更快
OTEX
高出27.2%
-27.7%
净利率更高
HOOD
高出23.6%
12.7%
两年增速更快
HOOD
近两年复合增速
-4.3%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $927.0M | $1.3B |
| 净利润 | $336.0M | $168.1M |
| 毛利率 | — | 74.0% |
| 营业利润率 | — | 22.0% |
| 净利率 | 36.2% | 12.7% |
| 营收同比 | -27.7% | -0.6% |
| 净利润同比 | -2.9% | -26.9% |
| 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HOODOTEX
| Q1 26 | $927.0M | — | ||
| Q4 25 | $1.3B | $1.3B | ||
| Q3 25 | $1.3B | $1.3B | ||
| Q2 25 | $989.0M | $1.3B | ||
| Q1 25 | $927.0M | $1.3B | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $637.0M | $1.3B | ||
| Q2 24 | $682.0M | $1.4B |
净利润HOODOTEX
| Q1 26 | $336.0M | — | ||
| Q4 25 | $605.0M | $168.1M | ||
| Q3 25 | $556.0M | $146.6M | ||
| Q2 25 | $386.0M | $28.8M | ||
| Q1 25 | $336.0M | $92.8M | ||
| Q4 24 | $916.0M | $229.9M | ||
| Q3 24 | $150.0M | $84.4M | ||
| Q2 24 | $188.0M | $248.2M |
毛利率HOODOTEX
| Q1 26 | — | — | ||
| Q4 25 | — | 74.0% | ||
| Q3 25 | — | 72.8% | ||
| Q2 25 | — | 72.3% | ||
| Q1 25 | — | 71.6% | ||
| Q4 24 | — | 73.3% | ||
| Q3 24 | — | 71.7% | ||
| Q2 24 | — | 72.5% |
营业利润率HOODOTEX
| Q1 26 | — | — | ||
| Q4 25 | 51.5% | 22.0% | ||
| Q3 25 | 49.8% | 21.0% | ||
| Q2 25 | 44.7% | 13.9% | ||
| Q1 25 | 40.0% | 16.7% | ||
| Q4 24 | 55.0% | 22.2% | ||
| Q3 24 | 24.0% | 16.3% | ||
| Q2 24 | 28.0% | 14.2% |
净利率HOODOTEX
| Q1 26 | 36.2% | — | ||
| Q4 25 | 47.2% | 12.7% | ||
| Q3 25 | 43.6% | 11.4% | ||
| Q2 25 | 39.0% | 2.2% | ||
| Q1 25 | 36.2% | 7.4% | ||
| Q4 24 | 90.3% | 17.2% | ||
| Q3 24 | 23.5% | 6.6% | ||
| Q2 24 | 27.6% | 18.2% |
每股收益（稀释后）HOODOTEX
| Q1 26 | $336.00 | — | ||
| Q4 25 | $0.65 | $0.66 | ||
| Q3 25 | $0.61 | $0.58 | ||
| Q2 25 | $0.42 | $0.11 | ||
| Q1 25 | $0.37 | $0.35 | ||
| Q4 24 | $1.00 | $0.87 | ||
| Q3 24 | $0.17 | $0.32 | ||
| Q2 24 | $0.21 | $0.91 |
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 | $1.3B |
| 总债务越低越好 | — | $6.4B |
| 股东权益账面价值 | $9.2B | $4.0B |
| 总资产 | $38.1B | $13.6B |
| 负债/权益比越低杠杆越低 | — | 1.58× |
8季度趋势，按日历期对齐
现金及短期投资HOODOTEX
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $1.3B | ||
| Q3 25 | $4.3B | $1.1B | ||
| Q2 25 | $4.2B | $1.2B | ||
| Q1 25 | $4.4B | $1.3B | ||
| Q4 24 | $4.3B | $1.1B | ||
| Q3 24 | $4.6B | $1.0B | ||
| Q2 24 | $4.5B | $1.3B |
总债务HOODOTEX
| Q1 26 | — | — | ||
| Q4 25 | — | $6.4B | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | — | $6.4B | ||
| Q4 24 | — | $6.4B | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.4B |
股东权益HOODOTEX
| Q1 26 | $9.2B | — | ||
| Q4 25 | $9.2B | $4.0B | ||
| Q3 25 | $8.6B | $4.0B | ||
| Q2 25 | $8.1B | $3.9B | ||
| Q1 25 | $8.0B | $4.1B | ||
| Q4 24 | $8.0B | $4.2B | ||
| Q3 24 | $7.2B | $4.1B | ||
| Q2 24 | $7.1B | $4.2B |
总资产HOODOTEX
| Q1 26 | $38.1B | — | ||
| Q4 25 | $38.1B | $13.6B | ||
| Q3 25 | $41.5B | $13.5B | ||
| Q2 25 | $35.3B | $13.8B | ||
| Q1 25 | $27.5B | $13.8B | ||
| Q4 24 | $26.2B | $13.7B | ||
| Q3 24 | $43.2B | $13.8B | ||
| Q2 24 | $41.3B | $14.2B |
负债/权益比HOODOTEX
| Q1 26 | — | — | ||
| Q4 25 | — | 1.58× | ||
| Q3 25 | — | 1.61× | ||
| Q2 25 | — | 1.62× | ||
| Q1 25 | — | 1.55× | ||
| Q4 24 | — | 1.51× | ||
| Q3 24 | — | 1.55× | ||
| Q2 24 | — | 1.52× |
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 | $318.7M |
| 自由现金流经营现金流 - 资本支出 | — | $279.4M |
| 自由现金流率自由现金流/营收 | — | 21.1% |
| 资本支出强度资本支出/营收 | — | 3.0% |
| 现金转化率经营现金流/净利润 | 1.91× | 1.90× |
| 过去12个月自由现金流最近4个季度 | — | $878.5M |
8季度趋势，按日历期对齐
经营现金流HOODOTEX
| Q1 26 | $642.0M | — | ||
| Q4 25 | $-937.0M | $318.7M | ||
| Q3 25 | $-1.6B | $147.8M | ||
| Q2 25 | $3.5B | $158.2M | ||
| Q1 25 | $642.0M | $402.2M | ||
| Q4 24 | $-1.4B | $348.0M | ||
| Q3 24 | $1.8B | $-77.8M | ||
| Q2 24 | $54.0M | $185.2M |
自由现金流HOODOTEX
| Q1 26 | — | — | ||
| Q4 25 | — | $279.4M | ||
| Q3 25 | — | $101.2M | ||
| Q2 25 | — | $124.0M | ||
| Q1 25 | — | $373.8M | ||
| Q4 24 | — | $306.7M | ||
| Q3 24 | — | $-117.1M | ||
| Q2 24 | — | $145.2M |
自由现金流率HOODOTEX
| Q1 26 | — | — | ||
| Q4 25 | — | 21.1% | ||
| Q3 25 | — | 7.9% | ||
| Q2 25 | — | 9.5% | ||
| Q1 25 | — | 29.8% | ||
| Q4 24 | — | 23.0% | ||
| Q3 24 | — | -9.2% | ||
| Q2 24 | — | 10.7% |
资本支出强度HOODOTEX
| Q1 26 | — | — | ||
| Q4 25 | — | 3.0% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 3.1% | ||
| Q2 24 | — | 2.9% |
现金转化率HOODOTEX
| Q1 26 | 1.91× | — | ||
| Q4 25 | -1.55× | 1.90× | ||
| Q3 25 | -2.83× | 1.01× | ||
| Q2 25 | 9.09× | 5.49× | ||
| Q1 25 | 1.91× | 4.33× | ||
| Q4 24 | -1.53× | 1.51× | ||
| Q3 24 | 12.08× | -0.92× | ||
| Q2 24 | 0.29× | 0.75× |
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% |
OTEX
| Transferred At Point In Time | $184.2M | 14% |
| Cybersecurity Enterprise Product | $174.5M | 13% |
| Business Network Product | $159.8M | 12% |
| Business Network Cloud Services And Subscriptions | $151.4M | 11% |
| Content Cloud Services And Subscriptions | $137.9M | 10% |
| Cybersecurity SMB Consumer Product | $127.6M | 10% |
| Application Delivery Management Product | $120.1M | 9% |
| IT Operations Management Product | $113.3M | 9% |
| Professional Service And Other | $82.5M | 6% |
| Analytics Product | $58.1M | 4% |
| IT Operations Management Cloud Services And Subscriptions | $7.8M | 1% |
