vs
罗宾汉（HOOD）与RXO, Inc.（RXO）财务数据对比。点击上方公司名可切换其他公司
RXO, Inc.的季度营收约是罗宾汉的1.4倍（$1.5B vs $1.1B），罗宾汉净利率更高（32.4% vs -3.1%，领先35.6%），罗宾汉同比增速更快（15.1% vs -11.9%），过去两年RXO, Inc.的营收复合增速更高（26.8% vs 25.1%）
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。
RXO是总部位于美国的头部运输及物流解决方案供应商，核心业务覆盖货运经纪、大件商品最后一公里配送、运输管理服务与全链路供应链优化支持，主要服务北美制造业、零售业及电商领域的客户。
HOOD vs RXO — 直观对比
营收规模更大
RXO
是对方的1.4倍
$1.1B
营收增速更快
HOOD
高出27.0%
-11.9%
净利率更高
HOOD
高出35.6%
-3.1%
两年增速更快
RXO
近两年复合增速
25.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.5B |
| 净利润 | $346.0M | $-46.0M |
| 毛利率 | — | — |
| 营业利润率 | 38.5% | -2.9% |
| 净利率 | 32.4% | -3.1% |
| 营收同比 | 15.1% | -11.9% |
| 净利润同比 | 3.0% | -84.0% |
| 每股收益（稀释后） | $0.38 | $-0.28 |
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HOODRXO
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $989.0M | $1.4B | ||
| Q1 25 | $927.0M | $1.4B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $637.0M | $1.0B | ||
| Q2 24 | $682.0M | $930.0M |
净利润HOODRXO
| Q1 26 | $346.0M | — | ||
| Q4 25 | $605.0M | $-46.0M | ||
| Q3 25 | $556.0M | $-14.0M | ||
| Q2 25 | $386.0M | $-9.0M | ||
| Q1 25 | $336.0M | $-31.0M | ||
| Q4 24 | $916.0M | $-25.0M | ||
| Q3 24 | $150.0M | $-243.0M | ||
| Q2 24 | $188.0M | $-7.0M |
营业利润率HOODRXO
| Q1 26 | 38.5% | — | ||
| Q4 25 | 51.5% | -2.9% | ||
| Q3 25 | 49.8% | -0.5% | ||
| Q2 25 | 44.7% | — | ||
| Q1 25 | 40.0% | -2.1% | ||
| Q4 24 | 55.0% | -1.4% | ||
| Q3 24 | 24.0% | -1.9% | ||
| Q2 24 | 28.0% | — |
净利率HOODRXO
| Q1 26 | 32.4% | — | ||
| Q4 25 | 47.2% | -3.1% | ||
| Q3 25 | 43.6% | -1.0% | ||
| Q2 25 | 39.0% | -0.6% | ||
| Q1 25 | 36.2% | -2.2% | ||
| Q4 24 | 90.3% | -1.5% | ||
| Q3 24 | 23.5% | -23.4% | ||
| Q2 24 | 27.6% | -0.8% |
每股收益（稀释后）HOODRXO
| Q1 26 | $0.38 | — | ||
| Q4 25 | $0.65 | $-0.28 | ||
| Q3 25 | $0.61 | $-0.08 | ||
| Q2 25 | $0.42 | $-0.05 | ||
| Q1 25 | $0.37 | $-0.18 | ||
| Q4 24 | $1.00 | $-0.17 | ||
| Q3 24 | $0.17 | $-1.81 | ||
| Q2 24 | $0.21 | $-0.06 |
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 | $17.0M |
| 总债务越低越好 | — | $387.0M |
| 股东权益账面价值 | $9.7B | $1.5B |
| 总资产 | $45.5B | $3.3B |
| 负债/权益比越低杠杆越低 | — | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资HOODRXO
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.3B | $17.0M | ||
| Q3 25 | $4.3B | $25.0M | ||
| Q2 25 | $4.2B | $18.0M | ||
| Q1 25 | $4.4B | $16.0M | ||
| Q4 24 | $4.3B | $35.0M | ||
| Q3 24 | $4.6B | $55.0M | ||
| Q2 24 | $4.5B | $7.0M |
总债务HOODRXO
| Q1 26 | — | — | ||
| Q4 25 | — | $387.0M | ||
| Q3 25 | — | $387.0M | ||
| Q2 25 | — | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $352.0M | ||
| Q2 24 | — | $370.0M |
股东权益HOODRXO
| Q1 26 | $9.7B | — | ||
| Q4 25 | $9.2B | $1.5B | ||
| Q3 25 | $8.6B | $1.6B | ||
| Q2 25 | $8.1B | $1.6B | ||
| Q1 25 | $8.0B | $1.6B | ||
| Q4 24 | $8.0B | $1.6B | ||
| Q3 24 | $7.2B | $1.7B | ||
| Q2 24 | $7.1B | $579.0M |
总资产HOODRXO
| Q1 26 | $45.5B | — | ||
| Q4 25 | $38.1B | $3.3B | ||
| Q3 25 | $41.5B | $3.2B | ||
| Q2 25 | $35.3B | $3.2B | ||
| Q1 25 | $27.5B | $3.3B | ||
| Q4 24 | $26.2B | $3.4B | ||
| Q3 24 | $43.2B | $3.4B | ||
| Q2 24 | $41.3B | $1.8B |
负债/权益比HOODRXO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.64× |
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 | $7.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-9.0M |
| 自由现金流率自由现金流/营收 | — | -0.6% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 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 | — | $-8.0M |
8季度趋势，按日历期对齐
经营现金流HOODRXO
| Q1 26 | $2.0B | — | ||
| Q4 25 | $-937.0M | $7.0M | ||
| Q3 25 | $-1.6B | $23.0M | ||
| Q2 25 | $3.5B | $23.0M | ||
| Q1 25 | $642.0M | $-2.0M | ||
| Q4 24 | $-1.4B | $-7.0M | ||
| Q3 24 | $1.8B | $-7.0M | ||
| Q2 24 | $54.0M | $-5.0M |
自由现金流HOODRXO
| Q1 26 | — | — | ||
| Q4 25 | — | $-9.0M | ||
| Q3 25 | — | $9.0M | ||
| Q2 25 | — | $9.0M | ||
| Q1 25 | — | $-17.0M | ||
| Q4 24 | — | $-19.0M | ||
| Q3 24 | — | $-18.0M | ||
| Q2 24 | — | $-16.0M |
自由现金流率HOODRXO
| Q1 26 | — | — | ||
| Q4 25 | — | -0.6% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | -1.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | — | -1.7% | ||
| Q2 24 | — | -1.7% |
资本支出强度HOODRXO
| Q1 26 | — | — | ||
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.2% |
现金转化率HOODRXO
| 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% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
