vs
罗宾汉（HOOD）与瑞思迈（RMD）财务数据对比。点击上方公司名可切换其他公司
瑞思迈的季度营收约是罗宾汉的1.5倍（$1.4B vs $927.0M），罗宾汉净利率更高（36.2% vs 27.6%，领先8.7%），瑞思迈同比增速更快（11.0% vs -27.7%），过去两年罗宾汉的营收复合增速更高（16.6% vs 9.0%）
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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
HOOD vs RMD — 直观对比
营收规模更大
RMD
是对方的1.5倍
$927.0M
营收增速更快
RMD
高出38.7%
-27.7%
净利率更高
HOOD
高出8.7%
27.6%
两年增速更快
HOOD
近两年复合增速
9.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $927.0M | $1.4B |
| 净利润 | $336.0M | $392.6M |
| 毛利率 | — | 61.8% |
| 营业利润率 | — | 34.6% |
| 净利率 | 36.2% | 27.6% |
| 营收同比 | -27.7% | 11.0% |
| 净利润同比 | -2.9% | 13.9% |
| 每股收益（稀释后） | $336.00 | $2.68 |
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HOODRMD
| Q1 26 | $927.0M | — | ||
| Q4 25 | $1.3B | $1.4B | ||
| 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 | $1.2B | ||
| Q2 24 | $682.0M | $1.2B |
净利润HOODRMD
| Q1 26 | $336.0M | — | ||
| Q4 25 | $605.0M | $392.6M | ||
| Q3 25 | $556.0M | $348.5M | ||
| Q2 25 | $386.0M | $379.7M | ||
| Q1 25 | $336.0M | $365.0M | ||
| Q4 24 | $916.0M | $344.6M | ||
| Q3 24 | $150.0M | $311.4M | ||
| Q2 24 | $188.0M | $292.2M |
毛利率HOODRMD
| Q1 26 | — | — | ||
| Q4 25 | — | 61.8% | ||
| Q3 25 | — | 61.5% | ||
| Q2 25 | — | 60.8% | ||
| Q1 25 | — | 59.3% | ||
| Q4 24 | — | 58.6% | ||
| Q3 24 | — | 58.6% | ||
| Q2 24 | — | 58.5% |
营业利润率HOODRMD
| Q1 26 | — | — | ||
| Q4 25 | 51.5% | 34.6% | ||
| Q3 25 | 49.8% | 33.4% | ||
| Q2 25 | 44.7% | 33.7% | ||
| Q1 25 | 40.0% | 33.0% | ||
| Q4 24 | 55.0% | 32.5% | ||
| Q3 24 | 24.0% | 31.6% | ||
| Q2 24 | 28.0% | 31.2% |
净利率HOODRMD
| Q1 26 | 36.2% | — | ||
| Q4 25 | 47.2% | 27.6% | ||
| Q3 25 | 43.6% | 26.1% | ||
| Q2 25 | 39.0% | 28.2% | ||
| Q1 25 | 36.2% | 28.3% | ||
| Q4 24 | 90.3% | 26.9% | ||
| Q3 24 | 23.5% | 25.4% | ||
| Q2 24 | 27.6% | 23.9% |
每股收益（稀释后）HOODRMD
| Q1 26 | $336.00 | — | ||
| Q4 25 | $0.65 | $2.68 | ||
| Q3 25 | $0.61 | $2.37 | ||
| Q2 25 | $0.42 | $2.58 | ||
| Q1 25 | $0.37 | $2.48 | ||
| Q4 24 | $1.00 | $2.34 | ||
| Q3 24 | $0.17 | $2.11 | ||
| Q2 24 | $0.21 | $1.97 |
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 | $1.4B |
| 总债务越低越好 | — | $403.9M |
| 股东权益账面价值 | $9.2B | $6.3B |
| 总资产 | $38.1B | $8.5B |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资HOODRMD
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $1.4B | ||
| Q3 25 | $4.3B | $1.4B | ||
| Q2 25 | $4.2B | $1.2B | ||
| Q1 25 | $4.4B | $932.7M | ||
| Q4 24 | $4.3B | $521.9M | ||
| Q3 24 | $4.6B | $426.4M | ||
| Q2 24 | $4.5B | $238.4M |
总债务HOODRMD
| Q1 26 | — | — | ||
| Q4 25 | — | $403.9M | ||
| Q3 25 | — | $408.7M | ||
| Q2 25 | — | $658.4M | ||
| Q1 25 | — | $663.1M | ||
| Q4 24 | — | $662.9M | ||
| Q3 24 | — | $667.6M | ||
| Q2 24 | — | $697.3M |
股东权益HOODRMD
| Q1 26 | $9.2B | — | ||
| Q4 25 | $9.2B | $6.3B | ||
| Q3 25 | $8.6B | $6.1B | ||
| Q2 25 | $8.1B | $6.0B | ||
| Q1 25 | $8.0B | $5.5B | ||
| Q4 24 | $8.0B | $5.3B | ||
| Q3 24 | $7.2B | $5.2B | ||
| Q2 24 | $7.1B | $4.9B |
总资产HOODRMD
| Q1 26 | $38.1B | — | ||
| Q4 25 | $38.1B | $8.5B | ||
| Q3 25 | $41.5B | $8.3B | ||
| Q2 25 | $35.3B | $8.2B | ||
| Q1 25 | $27.5B | $7.6B | ||
| Q4 24 | $26.2B | $7.1B | ||
| Q3 24 | $43.2B | $7.2B | ||
| Q2 24 | $41.3B | $6.9B |
负债/权益比HOODRMD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× |
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 | $339.7M |
| 自由现金流经营现金流 - 资本支出 | — | $311.2M |
| 自由现金流率自由现金流/营收 | — | 21.9% |
| 资本支出强度资本支出/营收 | — | 2.0% |
| 现金转化率经营现金流/净利润 | 1.91× | 0.87× |
| 过去12个月自由现金流最近4个季度 | — | $1.8B |
8季度趋势，按日历期对齐
经营现金流HOODRMD
| Q1 26 | $642.0M | — | ||
| Q4 25 | $-937.0M | $339.7M | ||
| Q3 25 | $-1.6B | $457.3M | ||
| Q2 25 | $3.5B | $538.8M | ||
| Q1 25 | $642.0M | $578.7M | ||
| Q4 24 | $-1.4B | $308.6M | ||
| Q3 24 | $1.8B | $325.5M | ||
| Q2 24 | $54.0M | $440.1M |
自由现金流HOODRMD
| Q1 26 | — | — | ||
| Q4 25 | — | $311.2M | ||
| Q3 25 | — | $414.4M | ||
| Q2 25 | — | $508.2M | ||
| Q1 25 | — | $557.9M | ||
| Q4 24 | — | $288.0M | ||
| Q3 24 | — | $307.7M | ||
| Q2 24 | — | $415.2M |
自由现金流率HOODRMD
| Q1 26 | — | — | ||
| Q4 25 | — | 21.9% | ||
| Q3 25 | — | 31.0% | ||
| Q2 25 | — | 37.7% | ||
| Q1 25 | — | 43.2% | ||
| Q4 24 | — | 22.5% | ||
| Q3 24 | — | 25.1% | ||
| Q2 24 | — | 33.9% |
资本支出强度HOODRMD
| Q1 26 | — | — | ||
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 3.2% | ||
| Q2 25 | — | 2.3% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 2.0% |
现金转化率HOODRMD
| Q1 26 | 1.91× | — | ||
| Q4 25 | -1.55× | 0.87× | ||
| Q3 25 | -2.83× | 1.31× | ||
| Q2 25 | 9.09× | 1.42× | ||
| Q1 25 | 1.91× | 1.59× | ||
| Q4 24 | -1.53× | 0.90× | ||
| Q3 24 | 12.08× | 1.05× | ||
| Q2 24 | 0.29× | 1.51× |
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% |
RMD
| Sleep And Breathing Health | $1.3B | 88% |
| Residential Care Software | $166.9M | 12% |
