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罗宾汉（HOOD）与越洋钻探（RIG）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越洋钻探的1.0倍（$1.1B vs $1.0B），罗宾汉净利率更高（32.4% vs 2.4%，领先30.0%），罗宾汉同比增速更快（15.1% vs 9.6%），过去两年罗宾汉的营收复合增速更高（25.1% vs 16.9%）
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。
越洋钻探（Transocean Ltd.）是按营收计全球规模最大的海上钻探承包商，总部位于瑞士施泰因豪森，起源于美国，目前在加拿大、美国、挪威、英国、印度、巴西、新加坡等20个国家设有办事机构，业务覆盖全球主要海上油气开采区域。
HOOD vs RIG — 直观对比
营收规模更大
HOOD
是对方的1.0倍
$1.0B
营收增速更快
HOOD
高出5.5%
9.6%
净利率更高
HOOD
高出30.0%
2.4%
两年增速更快
HOOD
近两年复合增速
16.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.0B |
| 净利润 | $346.0M | $25.0M |
| 毛利率 | — | 42.0% |
| 营业利润率 | 38.5% | 23.0% |
| 净利率 | 32.4% | 2.4% |
| 营收同比 | 15.1% | 9.6% |
| 净利润同比 | 3.0% | 257.1% |
| 每股收益（稀释后） | $0.38 | $0.13 |
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HOODRIG
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.3B | $1.0B | ||
| Q3 25 | $1.3B | $1.0B | ||
| Q2 25 | $989.0M | $988.0M | ||
| Q1 25 | $927.0M | $906.0M | ||
| Q4 24 | $1.0B | $952.0M | ||
| Q3 24 | $637.0M | $948.0M | ||
| Q2 24 | $682.0M | $861.0M |
净利润HOODRIG
| Q1 26 | $346.0M | — | ||
| Q4 25 | $605.0M | $25.0M | ||
| Q3 25 | $556.0M | $-1.9B | ||
| Q2 25 | $386.0M | $-938.0M | ||
| Q1 25 | $336.0M | $-79.0M | ||
| Q4 24 | $916.0M | $7.0M | ||
| Q3 24 | $150.0M | $-494.0M | ||
| Q2 24 | $188.0M | $-123.0M |
毛利率HOODRIG
| Q1 26 | — | — | ||
| Q4 25 | — | 42.0% | ||
| Q3 25 | — | 43.2% | ||
| Q2 25 | — | 39.4% | ||
| Q1 25 | — | 31.8% | ||
| Q4 24 | — | 39.2% | ||
| Q3 24 | — | 40.6% | ||
| Q2 24 | — | 38.0% |
营业利润率HOODRIG
| Q1 26 | 38.5% | — | ||
| Q4 25 | 51.5% | 23.0% | ||
| Q3 25 | 49.8% | -163.1% | ||
| Q2 25 | 44.7% | -97.6% | ||
| Q1 25 | 40.0% | 7.1% | ||
| Q4 24 | 55.0% | 13.7% | ||
| Q3 24 | 24.0% | -51.2% | ||
| Q2 24 | 28.0% | -6.9% |
净利率HOODRIG
| Q1 26 | 32.4% | — | ||
| Q4 25 | 47.2% | 2.4% | ||
| Q3 25 | 43.6% | -187.1% | ||
| Q2 25 | 39.0% | -94.9% | ||
| Q1 25 | 36.2% | -8.7% | ||
| Q4 24 | 90.3% | 0.7% | ||
| Q3 24 | 23.5% | -52.1% | ||
| Q2 24 | 27.6% | -14.3% |
每股收益（稀释后）HOODRIG
| Q1 26 | $0.38 | — | ||
| Q4 25 | $0.65 | $0.13 | ||
| Q3 25 | $0.61 | $-2.00 | ||
| Q2 25 | $0.42 | $-1.06 | ||
| Q1 25 | $0.37 | $-0.11 | ||
| Q4 24 | $1.00 | $-0.14 | ||
| Q3 24 | $0.17 | $-0.58 | ||
| Q2 24 | $0.21 | $-0.15 |
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 | $5.0B | $620.0M |
| 总债务越低越好 | — | $5.2B |
| 股东权益账面价值 | $9.7B | $8.1B |
| 总资产 | $45.5B | $15.6B |
| 负债/权益比越低杠杆越低 | — | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资HOODRIG
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.3B | $620.0M | ||
| Q3 25 | $4.3B | $833.0M | ||
| Q2 25 | $4.2B | $377.0M | ||
| Q1 25 | $4.4B | $263.0M | ||
| Q4 24 | $4.3B | $560.0M | ||
| Q3 24 | $4.6B | $435.0M | ||
| Q2 24 | $4.5B | $475.0M |
总债务HOODRIG
| Q1 26 | — | — | ||
| Q4 25 | — | $5.2B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $5.9B | ||
| Q1 25 | — | $5.9B | ||
| Q4 24 | — | $6.2B | ||
| Q3 24 | — | $6.5B | ||
| Q2 24 | — | $6.8B |
股东权益HOODRIG
| Q1 26 | $9.7B | — | ||
| Q4 25 | $9.2B | $8.1B | ||
| Q3 25 | $8.6B | $8.1B | ||
| Q2 25 | $8.1B | $9.4B | ||
| Q1 25 | $8.0B | $10.2B | ||
| Q4 24 | $8.0B | $10.3B | ||
| Q3 24 | $7.2B | $10.2B | ||
| Q2 24 | $7.1B | $10.7B |
总资产HOODRIG
| Q1 26 | $45.5B | — | ||
| Q4 25 | $38.1B | $15.6B | ||
| Q3 25 | $41.5B | $16.2B | ||
| Q2 25 | $35.3B | $17.8B | ||
| Q1 25 | $27.5B | $19.0B | ||
| Q4 24 | $26.2B | $19.4B | ||
| Q3 24 | $43.2B | $19.5B | ||
| Q2 24 | $41.3B | $20.3B |
负债/权益比HOODRIG
| Q1 26 | — | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.63× |
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 | $2.0B | $349.0M |
| 自由现金流经营现金流 - 资本支出 | — | $321.0M |
| 自由现金流率自由现金流/营收 | — | 30.8% |
| 资本支出强度资本支出/营收 | — | 2.7% |
| 现金转化率经营现金流/净利润 | 5.89× | 13.96× |
| 过去12个月自由现金流最近4个季度 | — | $626.0M |
8季度趋势，按日历期对齐
经营现金流HOODRIG
| Q1 26 | $2.0B | — | ||
| Q4 25 | $-937.0M | $349.0M | ||
| Q3 25 | $-1.6B | $246.0M | ||
| Q2 25 | $3.5B | $128.0M | ||
| Q1 25 | $642.0M | $26.0M | ||
| Q4 24 | $-1.4B | $206.0M | ||
| Q3 24 | $1.8B | $194.0M | ||
| Q2 24 | $54.0M | $133.0M |
自由现金流HOODRIG
| Q1 26 | — | — | ||
| Q4 25 | — | $321.0M | ||
| Q3 25 | — | $235.0M | ||
| Q2 25 | — | $104.0M | ||
| Q1 25 | — | $-34.0M | ||
| Q4 24 | — | $177.0M | ||
| Q3 24 | — | $136.0M | ||
| Q2 24 | — | $49.0M |
自由现金流率HOODRIG
| Q1 26 | — | — | ||
| Q4 25 | — | 30.8% | ||
| Q3 25 | — | 22.9% | ||
| Q2 25 | — | 10.5% | ||
| Q1 25 | — | -3.8% | ||
| Q4 24 | — | 18.6% | ||
| Q3 24 | — | 14.3% | ||
| Q2 24 | — | 5.7% |
资本支出强度HOODRIG
| Q1 26 | — | — | ||
| Q4 25 | — | 2.7% | ||
| Q3 25 | — | 1.1% | ||
| Q2 25 | — | 2.4% | ||
| Q1 25 | — | 6.6% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | — | 6.1% | ||
| Q2 24 | — | 9.8% |
现金转化率HOODRIG
| Q1 26 | 5.89× | — | ||
| Q4 25 | -1.55× | 13.96× | ||
| Q3 25 | -2.83× | — | ||
| Q2 25 | 9.09× | — | ||
| Q1 25 | 1.91× | — | ||
| Q4 24 | -1.53× | 29.43× | ||
| 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
| Net interest | $359.0M | 34% |
| Options | $260.0M | 24% |
| Other transaction | $147.0M | 14% |
| Cryptocurrencies | $134.0M | 13% |
| Other revenues | $85.0M | 8% |
| Equities | $82.0M | 8% |
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
