vs
罗宾汉（HOOD）与PELOTON INTERACTIVE, INC.（PTON）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PELOTON INTERACTIVE, INC.的1.4倍（$927.0M vs $656.5M），罗宾汉净利率更高（36.2% vs -5.9%，领先42.2%），PELOTON INTERACTIVE, INC.同比增速更快（-2.6% vs -27.7%）
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。
派乐腾（Peloton Interactive）是总部位于美国纽约的健身设备与媒体服务商，主打搭载联网触控屏的动感单车、跑步机、室内划船器等产品，用户付费订阅即可观看直播和录播健身课程，设备内置传感器可追踪运动功率等数据，为用户提供实时运动表现反馈，还支持排行榜功能与其他用户互动比拼。
HOOD vs PTON — 直观对比
营收规模更大
HOOD
是对方的1.4倍
$656.5M
营收增速更快
PTON
高出25.2%
-27.7%
净利率更高
HOOD
高出42.2%
-5.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $927.0M | $656.5M |
| 净利润 | $336.0M | $-38.8M |
| 毛利率 | — | 50.5% |
| 营业利润率 | — | -2.2% |
| 净利率 | 36.2% | -5.9% |
| 营收同比 | -27.7% | -2.6% |
| 净利润同比 | -2.9% | 57.8% |
| 每股收益（稀释后） | $336.00 | $-0.09 |
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HOODPTON
| Q1 26 | $927.0M | — | ||
| Q4 25 | $1.3B | $656.5M | ||
| Q3 25 | $1.3B | $550.8M | ||
| Q2 25 | $989.0M | — | ||
| Q1 25 | $927.0M | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $637.0M | — | ||
| Q2 24 | $682.0M | — |
净利润HOODPTON
| Q1 26 | $336.0M | — | ||
| Q4 25 | $605.0M | $-38.8M | ||
| Q3 25 | $556.0M | $13.9M | ||
| Q2 25 | $386.0M | — | ||
| Q1 25 | $336.0M | — | ||
| Q4 24 | $916.0M | — | ||
| Q3 24 | $150.0M | — | ||
| Q2 24 | $188.0M | — |
毛利率HOODPTON
| Q1 26 | — | — | ||
| Q4 25 | — | 50.5% | ||
| Q3 25 | — | 51.5% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率HOODPTON
| Q1 26 | — | — | ||
| Q4 25 | 51.5% | -2.2% | ||
| Q3 25 | 49.8% | 7.5% | ||
| Q2 25 | 44.7% | — | ||
| Q1 25 | 40.0% | — | ||
| Q4 24 | 55.0% | — | ||
| Q3 24 | 24.0% | — | ||
| Q2 24 | 28.0% | — |
净利率HOODPTON
| Q1 26 | 36.2% | — | ||
| Q4 25 | 47.2% | -5.9% | ||
| Q3 25 | 43.6% | 2.5% | ||
| Q2 25 | 39.0% | — | ||
| Q1 25 | 36.2% | — | ||
| Q4 24 | 90.3% | — | ||
| Q3 24 | 23.5% | — | ||
| Q2 24 | 27.6% | — |
每股收益（稀释后）HOODPTON
| Q1 26 | $336.00 | — | ||
| Q4 25 | $0.65 | $-0.09 | ||
| Q3 25 | $0.61 | $0.03 | ||
| Q2 25 | $0.42 | — | ||
| Q1 25 | $0.37 | — | ||
| Q4 24 | $1.00 | — | ||
| Q3 24 | $0.17 | — | ||
| Q2 24 | $0.21 | — |
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 | $1.2B |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $9.2B | $-326.7M |
| 总资产 | $38.1B | $2.2B |
| 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HOODPTON
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $1.2B | ||
| Q3 25 | $4.3B | $1.1B | ||
| Q2 25 | $4.2B | — | ||
| Q1 25 | $4.4B | — | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.6B | — | ||
| Q2 24 | $4.5B | — |
总债务HOODPTON
| Q1 26 | — | — | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益HOODPTON
| Q1 26 | $9.2B | — | ||
| Q4 25 | $9.2B | $-326.7M | ||
| Q3 25 | $8.6B | $-347.0M | ||
| Q2 25 | $8.1B | — | ||
| Q1 25 | $8.0B | — | ||
| Q4 24 | $8.0B | — | ||
| Q3 24 | $7.2B | — | ||
| Q2 24 | $7.1B | — |
总资产HOODPTON
| Q1 26 | $38.1B | — | ||
| Q4 25 | $38.1B | $2.2B | ||
| Q3 25 | $41.5B | $2.2B | ||
| Q2 25 | $35.3B | — | ||
| Q1 25 | $27.5B | — | ||
| Q4 24 | $26.2B | — | ||
| Q3 24 | $43.2B | — | ||
| Q2 24 | $41.3B | — |
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 | $71.9M |
| 自由现金流经营现金流 - 资本支出 | — | $71.0M |
| 自由现金流率自由现金流/营收 | — | 10.8% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流HOODPTON
| Q1 26 | $642.0M | — | ||
| Q4 25 | $-937.0M | $71.9M | ||
| Q3 25 | $-1.6B | $71.9M | ||
| Q2 25 | $3.5B | — | ||
| Q1 25 | $642.0M | — | ||
| Q4 24 | $-1.4B | — | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $54.0M | — |
自由现金流HOODPTON
| Q1 26 | — | — | ||
| Q4 25 | — | $71.0M | ||
| Q3 25 | — | $67.4M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率HOODPTON
| Q1 26 | — | — | ||
| Q4 25 | — | 10.8% | ||
| Q3 25 | — | 12.2% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度HOODPTON
| Q1 26 | — | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率HOODPTON
| Q1 26 | 1.91× | — | ||
| Q4 25 | -1.55× | — | ||
| Q3 25 | -2.83× | 5.17× | ||
| Q2 25 | 9.09× | — | ||
| 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
| Transaction-based revenues | $583.0M | 63% |
| Other | $290.0M | 31% |
| Other revenues | $54.0M | 6% |
PTON
| Subscription And Circulation | $412.6M | 63% |
| Connected Fitness Products Segment | $243.9M | 37% |
| Product Warranty | $4.0M | 1% |
