vs
罗宾汉（HOOD）与Schneider National, Inc.（SNDR）财务数据对比。点击上方公司名可切换其他公司
Schneider National, Inc.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 1.6%，领先34.7%），Schneider National, Inc.同比增速更快（4.5% vs -27.7%），过去两年罗宾汉的营收复合增速更高（16.6% vs 3.0%）
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。
美国施耐德国家公司是知名交通运输企业，提供整车运输、多式联运及综合物流服务，业务涵盖区域配送、长途运输、加急运输、专属运力、散货运输、货运代理、越库物流、共同配送点分拨、供应链管理、港口物流等领域，可为客户提供定制化供应链解决方案。
HOOD vs SNDR — 直观对比
营收规模更大
SNDR
是对方的1.5倍
$927.0M
营收增速更快
SNDR
高出32.3%
-27.7%
净利率更高
HOOD
高出34.7%
1.6%
两年增速更快
HOOD
近两年复合增速
3.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $927.0M | $1.4B |
| 净利润 | $336.0M | $22.1M |
| 毛利率 | — | — |
| 营业利润率 | — | 2.6% |
| 净利率 | 36.2% | 1.6% |
| 营收同比 | -27.7% | 4.5% |
| 净利润同比 | -2.9% | -32.2% |
| 每股收益（稀释后） | $336.00 | $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HOODSNDR
| Q1 26 | $927.0M | — | ||
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $989.0M | $1.4B | ||
| Q1 25 | $927.0M | $1.4B | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $637.0M | $1.3B | ||
| Q2 24 | $682.0M | $1.3B |
净利润HOODSNDR
| Q1 26 | $336.0M | — | ||
| Q4 25 | $605.0M | $22.1M | ||
| Q3 25 | $556.0M | $19.4M | ||
| Q2 25 | $386.0M | $36.0M | ||
| Q1 25 | $336.0M | $26.1M | ||
| Q4 24 | $916.0M | $32.6M | ||
| Q3 24 | $150.0M | $30.6M | ||
| Q2 24 | $188.0M | $35.3M |
营业利润率HOODSNDR
| Q1 26 | — | — | ||
| Q4 25 | 51.5% | 2.6% | ||
| Q3 25 | 49.8% | 2.4% | ||
| Q2 25 | 44.7% | 3.9% | ||
| Q1 25 | 40.0% | 3.0% | ||
| Q4 24 | 55.0% | 3.2% | ||
| Q3 24 | 24.0% | 3.3% | ||
| Q2 24 | 28.0% | 3.9% |
净利率HOODSNDR
| Q1 26 | 36.2% | — | ||
| Q4 25 | 47.2% | 1.6% | ||
| Q3 25 | 43.6% | 1.3% | ||
| Q2 25 | 39.0% | 2.5% | ||
| Q1 25 | 36.2% | 1.9% | ||
| Q4 24 | 90.3% | 2.4% | ||
| Q3 24 | 23.5% | 2.3% | ||
| Q2 24 | 27.6% | 2.7% |
每股收益（稀释后）HOODSNDR
| Q1 26 | $336.00 | — | ||
| Q4 25 | $0.65 | $0.13 | ||
| Q3 25 | $0.61 | $0.11 | ||
| Q2 25 | $0.42 | $0.20 | ||
| Q1 25 | $0.37 | $0.15 | ||
| Q4 24 | $1.00 | $0.19 | ||
| Q3 24 | $0.17 | $0.17 | ||
| Q2 24 | $0.21 | $0.20 |
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 | $41.8M |
| 总债务越低越好 | — | $390.9M |
| 股东权益账面价值 | $9.2B | $3.0B |
| 总资产 | $38.1B | $4.8B |
| 负债/权益比越低杠杆越低 | — | 0.13× |
8季度趋势，按日历期对齐
现金及短期投资HOODSNDR
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $41.8M | ||
| Q3 25 | $4.3B | $235.7M | ||
| Q2 25 | $4.2B | $205.1M | ||
| Q1 25 | $4.4B | $154.3M | ||
| Q4 24 | $4.3B | $165.5M | ||
| Q3 24 | $4.6B | $231.6M | ||
| Q2 24 | $4.5B | $157.2M |
总债务HOODSNDR
| Q1 26 | — | — | ||
| Q4 25 | — | $390.9M | ||
| Q3 25 | — | $509.8M | ||
| Q2 25 | — | $512.7M | ||
| Q1 25 | — | $565.8M | ||
| Q4 24 | — | $420.8M | ||
| Q3 24 | — | $124.7M | ||
| Q2 24 | — | $125.8M |
股东权益HOODSNDR
| Q1 26 | $9.2B | — | ||
| Q4 25 | $9.2B | $3.0B | ||
| Q3 25 | $8.6B | $3.0B | ||
| Q2 25 | $8.1B | $3.0B | ||
| Q1 25 | $8.0B | $3.0B | ||
| Q4 24 | $8.0B | $3.0B | ||
| Q3 24 | $7.2B | $3.0B | ||
| Q2 24 | $7.1B | $3.0B |
总资产HOODSNDR
| Q1 26 | $38.1B | — | ||
| Q4 25 | $38.1B | $4.8B | ||
| Q3 25 | $41.5B | $5.0B | ||
| Q2 25 | $35.3B | $5.0B | ||
| Q1 25 | $27.5B | $5.0B | ||
| Q4 24 | $26.2B | $4.9B | ||
| Q3 24 | $43.2B | $4.6B | ||
| Q2 24 | $41.3B | $4.5B |
负债/权益比HOODSNDR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.13× | ||
| Q3 25 | — | 0.17× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.19× | ||
| Q4 24 | — | 0.14× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.04× |
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 | $186.0M |
| 自由现金流经营现金流 - 资本支出 | — | $145.5M |
| 自由现金流率自由现金流/营收 | — | 10.4% |
| 资本支出强度资本支出/营收 | — | 2.9% |
| 现金转化率经营现金流/净利润 | 1.91× | 8.42× |
| 过去12个月自由现金流最近4个季度 | — | $285.4M |
8季度趋势，按日历期对齐
经营现金流HOODSNDR
| Q1 26 | $642.0M | — | ||
| Q4 25 | $-937.0M | $186.0M | ||
| Q3 25 | $-1.6B | $184.2M | ||
| Q2 25 | $3.5B | $175.5M | ||
| Q1 25 | $642.0M | $91.7M | ||
| Q4 24 | $-1.4B | $199.5M | ||
| Q3 24 | $1.8B | $206.4M | ||
| Q2 24 | $54.0M | $182.6M |
自由现金流HOODSNDR
| Q1 26 | — | — | ||
| Q4 25 | — | $145.5M | ||
| Q3 25 | — | $56.2M | ||
| Q2 25 | — | $106.4M | ||
| Q1 25 | — | $-22.7M | ||
| Q4 24 | — | $113.6M | ||
| Q3 24 | — | $98.7M | ||
| Q2 24 | — | $85.5M |
自由现金流率HOODSNDR
| Q1 26 | — | — | ||
| Q4 25 | — | 10.4% | ||
| Q3 25 | — | 3.9% | ||
| Q2 25 | — | 7.5% | ||
| Q1 25 | — | -1.6% | ||
| Q4 24 | — | 8.5% | ||
| Q3 24 | — | 7.5% | ||
| Q2 24 | — | 6.5% |
资本支出强度HOODSNDR
| Q1 26 | — | — | ||
| Q4 25 | — | 2.9% | ||
| Q3 25 | — | 8.8% | ||
| Q2 25 | — | 4.9% | ||
| Q1 25 | — | 8.2% | ||
| Q4 24 | — | 6.4% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | — | 7.4% |
现金转化率HOODSNDR
| Q1 26 | 1.91× | — | ||
| Q4 25 | -1.55× | 8.42× | ||
| Q3 25 | -2.83× | 9.49× | ||
| Q2 25 | 9.09× | 4.88× | ||
| Q1 25 | 1.91× | 3.51× | ||
| Q4 24 | -1.53× | 6.12× | ||
| Q3 24 | 12.08× | 6.75× | ||
| Q2 24 | 0.29× | 5.17× |
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% |
SNDR
| Transportation | $1.3B | 93% |
| Logistics Management | $52.3M | 4% |
| Other | $46.2M | 3% |
