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罗宾汉(HOOD)与Rackspace Technology, Inc.(RXT)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Rackspace Technology, Inc.的1.6倍($1.1B vs $682.8M),罗宾汉净利率更高(32.4% vs -4.8%,领先37.2%),罗宾汉同比增速更快(15.1% vs -0.4%),过去两年罗宾汉的营收复合增速更高(25.1% vs -0.6%)
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。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业,在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处,数据中心分布于全球多个主要城市,为客户提供专业的云计算相关服务。
HOOD vs RXT — 直观对比
营收规模更大
HOOD
是对方的1.6倍
$682.8M
营收增速更快
HOOD
高出15.5%
-0.4%
净利率更高
HOOD
高出37.2%
-4.8%
两年增速更快
HOOD
近两年复合增速
-0.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $682.8M |
| 净利润 | $346.0M | $-32.7M |
| 毛利率 | — | 17.6% |
| 营业利润率 | 38.5% | -0.5% |
| 净利率 | 32.4% | -4.8% |
| 营收同比 | 15.1% | -0.4% |
| 净利润同比 | 3.0% | 41.6% |
| 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
HOOD
RXT
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.3B | $682.8M | ||
| Q3 25 | $1.3B | $671.2M | ||
| Q2 25 | $989.0M | $666.3M | ||
| Q1 25 | $927.0M | $665.4M | ||
| Q4 24 | $1.0B | $685.6M | ||
| Q3 24 | $637.0M | $675.8M | ||
| Q2 24 | $682.0M | $684.9M |
净利润
HOOD
RXT
| Q1 26 | $346.0M | — | ||
| Q4 25 | $605.0M | $-32.7M | ||
| Q3 25 | $556.0M | $-67.1M | ||
| Q2 25 | $386.0M | $-54.5M | ||
| Q1 25 | $336.0M | $-71.5M | ||
| Q4 24 | $916.0M | $-56.0M | ||
| Q3 24 | $150.0M | $-186.6M | ||
| Q2 24 | $188.0M | $25.0M |
毛利率
HOOD
RXT
| Q1 26 | — | — | ||
| Q4 25 | — | 17.6% | ||
| Q3 25 | — | 19.4% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | — | 19.1% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 20.3% | ||
| Q2 24 | — | 19.2% |
营业利润率
HOOD
RXT
| Q1 26 | 38.5% | — | ||
| Q4 25 | 51.5% | -0.5% | ||
| Q3 25 | 49.8% | -5.1% | ||
| Q2 25 | 44.7% | -3.8% | ||
| Q1 25 | 40.0% | -5.8% | ||
| Q4 24 | 55.0% | -4.2% | ||
| Q3 24 | 24.0% | -25.7% | ||
| Q2 24 | 28.0% | -7.9% |
净利率
HOOD
RXT
| Q1 26 | 32.4% | — | ||
| Q4 25 | 47.2% | -4.8% | ||
| Q3 25 | 43.6% | -10.0% | ||
| Q2 25 | 39.0% | -8.2% | ||
| Q1 25 | 36.2% | -10.7% | ||
| Q4 24 | 90.3% | -8.2% | ||
| Q3 24 | 23.5% | -27.6% | ||
| Q2 24 | 27.6% | 3.7% |
每股收益(稀释后)
HOOD
RXT
| Q1 26 | $0.38 | — | ||
| Q4 25 | $0.65 | $-0.13 | ||
| Q3 25 | $0.61 | $-0.28 | ||
| Q2 25 | $0.42 | $-0.23 | ||
| Q1 25 | $0.37 | $-0.31 | ||
| Q4 24 | $1.00 | $-0.20 | ||
| Q3 24 | $0.17 | $-0.82 | ||
| Q2 24 | $0.21 | $0.11 |
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 | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $9.7B | $-1.2B |
| 总资产 | $45.5B | $2.8B |
| 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
HOOD
RXT
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.3B | $105.8M | ||
| Q3 25 | $4.3B | $99.5M | ||
| Q2 25 | $4.2B | $103.9M | ||
| Q1 25 | $4.4B | $128.0M | ||
| Q4 24 | $4.3B | $144.0M | ||
| Q3 24 | $4.6B | $157.1M | ||
| Q2 24 | $4.5B | $190.2M |
总债务
HOOD
RXT
| Q1 26 | — | — | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.9B |
股东权益
HOOD
RXT
| Q1 26 | $9.7B | — | ||
| Q4 25 | $9.2B | $-1.2B | ||
| Q3 25 | $8.6B | $-1.2B | ||
| Q2 25 | $8.1B | $-1.1B | ||
| Q1 25 | $8.0B | $-1.1B | ||
| Q4 24 | $8.0B | $-1.0B | ||
| Q3 24 | $7.2B | $-949.7M | ||
| Q2 24 | $7.1B | $-756.2M |
总资产
HOOD
RXT
| Q1 26 | $45.5B | — | ||
| Q4 25 | $38.1B | $2.8B | ||
| Q3 25 | $41.5B | $2.8B | ||
| Q2 25 | $35.3B | $2.9B | ||
| Q1 25 | $27.5B | $3.0B | ||
| Q4 24 | $26.2B | $3.1B | ||
| Q3 24 | $43.2B | $3.1B | ||
| Q2 24 | $41.3B | $3.4B |
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 | $59.7M |
| 自由现金流经营现金流 - 资本支出 | — | $56.0M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 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 | — | $90.6M |
8季度趋势,按日历期对齐
经营现金流
HOOD
RXT
| Q1 26 | $2.0B | — | ||
| Q4 25 | $-937.0M | $59.7M | ||
| Q3 25 | $-1.6B | $70.7M | ||
| Q2 25 | $3.5B | $8.4M | ||
| Q1 25 | $642.0M | $12.6M | ||
| Q4 24 | $-1.4B | $54.3M | ||
| Q3 24 | $1.8B | $51.8M | ||
| Q2 24 | $54.0M | $24.1M |
自由现金流
HOOD
RXT
| Q1 26 | — | — | ||
| Q4 25 | — | $56.0M | ||
| Q3 25 | — | $42.7M | ||
| Q2 25 | — | $-12.4M | ||
| Q1 25 | — | $4.3M | ||
| Q4 24 | — | $34.4M | ||
| Q3 24 | — | $27.3M | ||
| Q2 24 | — | $-14.5M |
自由现金流率
HOOD
RXT
| Q1 26 | — | — | ||
| Q4 25 | — | 8.2% | ||
| Q3 25 | — | 6.4% | ||
| Q2 25 | — | -1.9% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | -2.1% |
资本支出强度
HOOD
RXT
| Q1 26 | — | — | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | — | 3.1% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 3.6% | ||
| Q2 24 | — | 5.6% |
现金转化率
HOOD
RXT
| 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× | 0.96× |
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% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |