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罗宾汉（HOOD）与Rivian Automotive, Inc.（RIVN）财务数据对比。点击上方公司名可切换其他公司
Rivian Automotive, Inc.的季度营收约是罗宾汉的1.2倍（$1.3B vs $1.1B），罗宾汉净利率更高（32.4% vs -63.1%，领先95.5%），罗宾汉同比增速更快（15.1% vs -25.8%），过去两年罗宾汉的营收复合增速更高（25.1% vs 3.3%）
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。
Rivian Automotive是2009年成立的美国电动汽车制造商及汽车科技企业，主打基于自研滑板平台打造的电动SUV、皮卡及EDV电动配送货车，旗下R1T皮卡于2021年末正式开启交付，还计划于2023年底前在美国和加拿大布局专属充电网络，其平台可适配新车型也可对外授权使用。
HOOD vs RIVN — 直观对比
营收规模更大
RIVN
是对方的1.2倍
$1.1B
营收增速更快
HOOD
高出40.9%
-25.8%
净利率更高
HOOD
高出95.5%
-63.1%
两年增速更快
HOOD
近两年复合增速
3.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.3B |
| 净利润 | $346.0M | $-811.0M |
| 毛利率 | — | 9.3% |
| 营业利润率 | 38.5% | -64.8% |
| 净利率 | 32.4% | -63.1% |
| 营收同比 | 15.1% | -25.8% |
| 净利润同比 | 3.0% | -9.0% |
| 每股收益（稀释后） | $0.38 | $-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HOODRIVN
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.3B | $1.3B | ||
| Q3 25 | $1.3B | $1.6B | ||
| Q2 25 | $989.0M | $1.3B | ||
| Q1 25 | $927.0M | $1.2B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $637.0M | $874.0M | ||
| Q2 24 | $682.0M | $1.2B |
净利润HOODRIVN
| Q1 26 | $346.0M | — | ||
| Q4 25 | $605.0M | $-811.0M | ||
| Q3 25 | $556.0M | $-1.2B | ||
| Q2 25 | $386.0M | $-1.1B | ||
| Q1 25 | $336.0M | $-545.0M | ||
| Q4 24 | $916.0M | $-744.0M | ||
| Q3 24 | $150.0M | $-1.1B | ||
| Q2 24 | $188.0M | $-1.5B |
毛利率HOODRIVN
| Q1 26 | — | — | ||
| Q4 25 | — | 9.3% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | -15.8% | ||
| Q1 25 | — | 16.6% | ||
| Q4 24 | — | 9.8% | ||
| Q3 24 | — | -44.9% | ||
| Q2 24 | — | -38.9% |
营业利润率HOODRIVN
| Q1 26 | 38.5% | — | ||
| Q4 25 | 51.5% | -64.8% | ||
| Q3 25 | 49.8% | -63.1% | ||
| Q2 25 | 44.7% | -85.5% | ||
| Q1 25 | 40.0% | -52.8% | ||
| Q4 24 | 55.0% | -38.1% | ||
| Q3 24 | 24.0% | -133.8% | ||
| Q2 24 | 28.0% | -118.7% |
净利率HOODRIVN
| Q1 26 | 32.4% | — | ||
| Q4 25 | 47.2% | -63.1% | ||
| Q3 25 | 43.6% | -75.3% | ||
| Q2 25 | 39.0% | -85.7% | ||
| Q1 25 | 36.2% | -44.0% | ||
| Q4 24 | 90.3% | -42.9% | ||
| Q3 24 | 23.5% | -125.9% | ||
| Q2 24 | 27.6% | -125.8% |
每股收益（稀释后）HOODRIVN
| Q1 26 | $0.38 | — | ||
| Q4 25 | $0.65 | $-0.66 | ||
| Q3 25 | $0.61 | $-0.96 | ||
| Q2 25 | $0.42 | $-0.97 | ||
| Q1 25 | $0.37 | $-0.48 | ||
| Q4 24 | $1.00 | $-0.67 | ||
| Q3 24 | $0.17 | $-1.08 | ||
| Q2 24 | $0.21 | $-1.46 |
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 | $6.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $9.7B | $4.6B |
| 总资产 | $45.5B | $14.9B |
| 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HOODRIVN
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.3B | $6.1B | ||
| Q3 25 | $4.3B | $7.1B | ||
| Q2 25 | $4.2B | $7.5B | ||
| Q1 25 | $4.4B | $7.2B | ||
| Q4 24 | $4.3B | $7.7B | ||
| Q3 24 | $4.6B | $6.7B | ||
| Q2 24 | $4.5B | $7.9B |
总债务HOODRIVN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $5.5B |
股东权益HOODRIVN
| Q1 26 | $9.7B | — | ||
| Q4 25 | $9.2B | $4.6B | ||
| Q3 25 | $8.6B | $5.1B | ||
| Q2 25 | $8.1B | $6.1B | ||
| Q1 25 | $8.0B | $6.2B | ||
| Q4 24 | $8.0B | $6.6B | ||
| Q3 24 | $7.2B | $5.9B | ||
| Q2 24 | $7.1B | $6.8B |
总资产HOODRIVN
| Q1 26 | $45.5B | — | ||
| Q4 25 | $38.1B | $14.9B | ||
| Q3 25 | $41.5B | $15.2B | ||
| Q2 25 | $35.3B | $15.6B | ||
| Q1 25 | $27.5B | $15.5B | ||
| Q4 24 | $26.2B | $15.4B | ||
| Q3 24 | $43.2B | $14.3B | ||
| Q2 24 | $41.3B | $15.4B |
负债/权益比HOODRIVN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.81× |
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 | $-681.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-1.1B |
| 自由现金流率自由现金流/营收 | — | -89.0% |
| 资本支出强度资本支出/营收 | — | 36.0% |
| 现金转化率经营现金流/净利润 | 5.89× | — |
| 过去12个月自由现金流最近4个季度 | — | $-2.5B |
8季度趋势，按日历期对齐
经营现金流HOODRIVN
| Q1 26 | $2.0B | — | ||
| Q4 25 | $-937.0M | $-681.0M | ||
| Q3 25 | $-1.6B | $26.0M | ||
| Q2 25 | $3.5B | $64.0M | ||
| Q1 25 | $642.0M | $-188.0M | ||
| Q4 24 | $-1.4B | $1.2B | ||
| Q3 24 | $1.8B | $-876.0M | ||
| Q2 24 | $54.0M | $-754.0M |
自由现金流HOODRIVN
| Q1 26 | — | — | ||
| Q4 25 | — | $-1.1B | ||
| Q3 25 | — | $-421.0M | ||
| Q2 25 | — | $-398.0M | ||
| Q1 25 | — | $-526.0M | ||
| Q4 24 | — | $856.0M | ||
| Q3 24 | — | $-1.2B | ||
| Q2 24 | — | $-1.0B |
自由现金流率HOODRIVN
| Q1 26 | — | — | ||
| Q4 25 | — | -89.0% | ||
| Q3 25 | — | -27.0% | ||
| Q2 25 | — | -30.5% | ||
| Q1 25 | — | -42.4% | ||
| Q4 24 | — | 49.4% | ||
| Q3 24 | — | -131.9% | ||
| Q2 24 | — | -89.6% |
资本支出强度HOODRIVN
| Q1 26 | — | — | ||
| Q4 25 | — | 36.0% | ||
| Q3 25 | — | 28.7% | ||
| Q2 25 | — | 35.5% | ||
| Q1 25 | — | 27.3% | ||
| Q4 24 | — | 18.9% | ||
| Q3 24 | — | 31.7% | ||
| Q2 24 | — | 24.4% |
现金转化率HOODRIVN
| Q1 26 | 5.89× | — | ||
| Q4 25 | -1.55× | — | ||
| Q3 25 | -2.83× | — | ||
| 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
| 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% |
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |
