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罗宾汉（HOOD）与SCANSOURCE, INC.（SCSC）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SCANSOURCE, INC.的1.4倍（$1.1B vs $766.5M），罗宾汉净利率更高（32.4% vs 2.2%，领先30.3%），罗宾汉同比增速更快（15.1% vs 2.5%），过去两年罗宾汉的营收复合增速更高（25.1% vs 0.9%）
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。
ScanSource是全球领先的专业技术分销商，主营销售点系统、条码扫描设备、网络安全产品、云服务及通信解决方案，面向北美、拉美、欧洲的增值经销商、服务提供商及企业客户，覆盖零售、医疗、工业、公共部门等领域。
HOOD vs SCSC — 直观对比
营收规模更大
HOOD
是对方的1.4倍
$766.5M
营收增速更快
HOOD
高出12.6%
2.5%
净利率更高
HOOD
高出30.3%
2.2%
两年增速更快
HOOD
近两年复合增速
0.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $766.5M |
| 净利润 | $346.0M | $16.5M |
| 毛利率 | — | 13.4% |
| 营业利润率 | 38.5% | 2.3% |
| 净利率 | 32.4% | 2.2% |
| 营收同比 | 15.1% | 2.5% |
| 净利润同比 | 3.0% | -3.3% |
| 每股收益（稀释后） | $0.38 | $0.75 |
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HOODSCSC
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.3B | $766.5M | ||
| Q3 25 | $1.3B | $739.6M | ||
| Q2 25 | $989.0M | $812.9M | ||
| Q1 25 | $927.0M | $704.8M | ||
| Q4 24 | $1.0B | $747.5M | ||
| Q3 24 | $637.0M | $775.6M | ||
| Q2 24 | $682.0M | $746.1M |
净利润HOODSCSC
| Q1 26 | $346.0M | — | ||
| Q4 25 | $605.0M | $16.5M | ||
| Q3 25 | $556.0M | $19.9M | ||
| Q2 25 | $386.0M | $20.1M | ||
| Q1 25 | $336.0M | $17.4M | ||
| Q4 24 | $916.0M | $17.1M | ||
| Q3 24 | $150.0M | $17.0M | ||
| Q2 24 | $188.0M | $16.1M |
毛利率HOODSCSC
| Q1 26 | — | — | ||
| Q4 25 | — | 13.4% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 14.2% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 13.1% | ||
| Q2 24 | — | 13.0% |
营业利润率HOODSCSC
| Q1 26 | 38.5% | — | ||
| Q4 25 | 51.5% | 2.3% | ||
| Q3 25 | 49.8% | 3.5% | ||
| Q2 25 | 44.7% | 3.3% | ||
| Q1 25 | 40.0% | 3.2% | ||
| Q4 24 | 55.0% | 2.5% | ||
| Q3 24 | 24.0% | 2.3% | ||
| Q2 24 | 28.0% | 2.9% |
净利率HOODSCSC
| Q1 26 | 32.4% | — | ||
| Q4 25 | 47.2% | 2.2% | ||
| Q3 25 | 43.6% | 2.7% | ||
| Q2 25 | 39.0% | 2.5% | ||
| Q1 25 | 36.2% | 2.5% | ||
| Q4 24 | 90.3% | 2.3% | ||
| Q3 24 | 23.5% | 2.2% | ||
| Q2 24 | 27.6% | 2.2% |
每股收益（稀释后）HOODSCSC
| Q1 26 | $0.38 | — | ||
| Q4 25 | $0.65 | $0.75 | ||
| Q3 25 | $0.61 | $0.89 | ||
| Q2 25 | $0.42 | $0.87 | ||
| Q1 25 | $0.37 | $0.74 | ||
| Q4 24 | $1.00 | $0.70 | ||
| Q3 24 | $0.17 | $0.69 | ||
| Q2 24 | $0.21 | $0.66 |
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 | $83.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $9.7B | $910.9M |
| 总资产 | $45.5B | $1.7B |
| 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HOODSCSC
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.3B | $83.5M | ||
| Q3 25 | $4.3B | $124.9M | ||
| Q2 25 | $4.2B | $126.2M | ||
| Q1 25 | $4.4B | $146.3M | ||
| Q4 24 | $4.3B | $110.5M | ||
| Q3 24 | $4.6B | $145.0M | ||
| Q2 24 | $4.5B | $185.5M |
股东权益HOODSCSC
| Q1 26 | $9.7B | — | ||
| Q4 25 | $9.2B | $910.9M | ||
| Q3 25 | $8.6B | $914.0M | ||
| Q2 25 | $8.1B | $906.4M | ||
| Q1 25 | $8.0B | $901.7M | ||
| Q4 24 | $8.0B | $900.7M | ||
| Q3 24 | $7.2B | $920.9M | ||
| Q2 24 | $7.1B | $924.3M |
总资产HOODSCSC
| Q1 26 | $45.5B | — | ||
| Q4 25 | $38.1B | $1.7B | ||
| Q3 25 | $41.5B | $1.7B | ||
| Q2 25 | $35.3B | $1.8B | ||
| Q1 25 | $27.5B | $1.7B | ||
| Q4 24 | $26.2B | $1.7B | ||
| Q3 24 | $43.2B | $1.8B | ||
| Q2 24 | $41.3B | $1.8B |
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 | $30.8M |
| 自由现金流经营现金流 - 资本支出 | — | $28.9M |
| 自由现金流率自由现金流/营收 | — | 3.8% |
| 资本支出强度资本支出/营收 | — | 0.3% |
| 现金转化率经营现金流/净利润 | 5.89× | 1.87× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流HOODSCSC
| Q1 26 | $2.0B | — | ||
| Q4 25 | $-937.0M | $30.8M | ||
| Q3 25 | $-1.6B | $23.2M | ||
| Q2 25 | $3.5B | — | ||
| Q1 25 | $642.0M | $66.1M | ||
| Q4 24 | $-1.4B | $-6.2M | ||
| Q3 24 | $1.8B | $44.8M | ||
| Q2 24 | $54.0M | — |
自由现金流HOODSCSC
| Q1 26 | — | — | ||
| Q4 25 | — | $28.9M | ||
| Q3 25 | — | $20.8M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $64.6M | ||
| Q4 24 | — | $-8.2M | ||
| Q3 24 | — | $42.5M | ||
| Q2 24 | — | — |
自由现金流率HOODSCSC
| Q1 26 | — | — | ||
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 9.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | — | 5.5% | ||
| Q2 24 | — | — |
资本支出强度HOODSCSC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.2% |
现金转化率HOODSCSC
| Q1 26 | 5.89× | — | ||
| Q4 25 | -1.55× | 1.87× | ||
| Q3 25 | -2.83× | 1.17× | ||
| Q2 25 | 9.09× | — | ||
| Q1 25 | 1.91× | 3.79× | ||
| Q4 24 | -1.53× | -0.36× | ||
| Q3 24 | 12.08× | 2.64× | ||
| 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% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
