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罗宾汉（HOOD）与Solventum（SOLV）财务数据对比。点击上方公司名可切换其他公司
Solventum的季度营收约是罗宾汉的2.2倍（$2.0B vs $927.0M），罗宾汉净利率更高（36.2% vs 3.2%，领先33.1%），Solventum同比增速更快（-3.7% vs -27.7%），过去两年罗宾汉的营收复合增速更高（16.6% vs -0.4%）
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。
Solventum是一家总部位于美国的医疗健康企业，于2024年4月1日正式从全球知名多元化工业集团3M分拆后独立运营，继承了原3M旗下医疗板块的技术积累与业务资源，面向全球市场提供专业医疗相关产品及服务。
HOOD vs SOLV — 直观对比
营收规模更大
SOLV
是对方的2.2倍
$927.0M
营收增速更快
SOLV
高出24.0%
-27.7%
净利率更高
HOOD
高出33.1%
3.2%
两年增速更快
HOOD
近两年复合增速
-0.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $927.0M | $2.0B |
| 净利润 | $336.0M | $63.0M |
| 毛利率 | — | 51.4% |
| 营业利润率 | — | 6.3% |
| 净利率 | 36.2% | 3.2% |
| 营收同比 | -27.7% | -3.7% |
| 净利润同比 | -2.9% | 103.2% |
| 每股收益（稀释后） | $336.00 | $0.37 |
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HOODSOLV
| Q1 26 | $927.0M | — | ||
| Q4 25 | $1.3B | $2.0B | ||
| Q3 25 | $1.3B | $2.1B | ||
| Q2 25 | $989.0M | $2.2B | ||
| Q1 25 | $927.0M | $2.1B | ||
| Q4 24 | $1.0B | $2.1B | ||
| Q3 24 | $637.0M | $2.1B | ||
| Q2 24 | $682.0M | $2.1B |
净利润HOODSOLV
| Q1 26 | $336.0M | — | ||
| Q4 25 | $605.0M | $63.0M | ||
| Q3 25 | $556.0M | $1.3B | ||
| Q2 25 | $386.0M | $90.0M | ||
| Q1 25 | $336.0M | $137.0M | ||
| Q4 24 | $916.0M | $31.0M | ||
| Q3 24 | $150.0M | $122.0M | ||
| Q2 24 | $188.0M | $89.0M |
毛利率HOODSOLV
| Q1 26 | — | — | ||
| Q4 25 | — | 51.4% | ||
| Q3 25 | — | 54.2% | ||
| Q2 25 | — | 54.4% | ||
| Q1 25 | — | 53.8% | ||
| Q4 24 | — | 53.9% | ||
| Q3 24 | — | 56.0% | ||
| Q2 24 | — | 54.6% |
营业利润率HOODSOLV
| Q1 26 | — | — | ||
| Q4 25 | 51.5% | 6.3% | ||
| Q3 25 | 49.8% | 80.6% | ||
| Q2 25 | 44.7% | 9.9% | ||
| Q1 25 | 40.0% | 7.3% | ||
| Q4 24 | 55.0% | 6.6% | ||
| Q3 24 | 24.0% | 13.2% | ||
| Q2 24 | 28.0% | 11.7% |
净利率HOODSOLV
| Q1 26 | 36.2% | — | ||
| Q4 25 | 47.2% | 3.2% | ||
| Q3 25 | 43.6% | 60.4% | ||
| Q2 25 | 39.0% | 4.2% | ||
| Q1 25 | 36.2% | 6.6% | ||
| Q4 24 | 90.3% | 1.5% | ||
| Q3 24 | 23.5% | 5.9% | ||
| Q2 24 | 27.6% | 4.3% |
每股收益（稀释后）HOODSOLV
| Q1 26 | $336.00 | — | ||
| Q4 25 | $0.65 | $0.37 | ||
| Q3 25 | $0.61 | $7.22 | ||
| Q2 25 | $0.42 | $0.51 | ||
| Q1 25 | $0.37 | $0.78 | ||
| Q4 24 | $1.00 | $0.18 | ||
| Q3 24 | $0.17 | $0.70 | ||
| Q2 24 | $0.21 | $0.51 |
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 | $878.0M |
| 总债务越低越好 | — | $5.0B |
| 股东权益账面价值 | $9.2B | $5.0B |
| 总资产 | $38.1B | $14.3B |
| 负债/权益比越低杠杆越低 | — | 1.00× |
8季度趋势，按日历期对齐
现金及短期投资HOODSOLV
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $878.0M | ||
| Q3 25 | $4.3B | $1.6B | ||
| Q2 25 | $4.2B | $492.0M | ||
| Q1 25 | $4.4B | $534.0M | ||
| Q4 24 | $4.3B | $762.0M | ||
| Q3 24 | $4.6B | $772.0M | ||
| Q2 24 | $4.5B | $897.0M |
总债务HOODSOLV
| Q1 26 | — | — | ||
| Q4 25 | — | $5.0B | ||
| Q3 25 | — | $5.1B | ||
| Q2 25 | — | $7.8B | ||
| Q1 25 | — | $7.9B | ||
| Q4 24 | — | $8.0B | ||
| Q3 24 | — | $8.1B | ||
| Q2 24 | — | $8.3B |
股东权益HOODSOLV
| Q1 26 | $9.2B | — | ||
| Q4 25 | $9.2B | $5.0B | ||
| Q3 25 | $8.6B | $5.0B | ||
| Q2 25 | $8.1B | $3.6B | ||
| Q1 25 | $8.0B | $3.3B | ||
| Q4 24 | $8.0B | $3.0B | ||
| Q3 24 | $7.2B | $3.2B | ||
| Q2 24 | $7.1B | $2.9B |
总资产HOODSOLV
| Q1 26 | $38.1B | — | ||
| Q4 25 | $38.1B | $14.3B | ||
| Q3 25 | $41.5B | $14.0B | ||
| Q2 25 | $35.3B | $15.1B | ||
| Q1 25 | $27.5B | $14.5B | ||
| Q4 24 | $26.2B | $14.5B | ||
| Q3 24 | $43.2B | $14.7B | ||
| Q2 24 | $41.3B | $14.6B |
负债/权益比HOODSOLV
| Q1 26 | — | — | ||
| Q4 25 | — | 1.00× | ||
| Q3 25 | — | 1.03× | ||
| Q2 25 | — | 2.14× | ||
| Q1 25 | — | 2.43× | ||
| Q4 24 | — | 2.71× | ||
| Q3 24 | — | 2.54× | ||
| Q2 24 | — | 2.90× |
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 | $95.0M |
| 自由现金流经营现金流 - 资本支出 | — | $32.0M |
| 自由现金流率自由现金流/营收 | — | 1.6% |
| 资本支出强度资本支出/营收 | — | 3.2% |
| 现金转化率经营现金流/净利润 | 1.91× | 1.51× |
| 过去12个月自由现金流最近4个季度 | — | $-10.0M |
8季度趋势，按日历期对齐
经营现金流HOODSOLV
| Q1 26 | $642.0M | — | ||
| Q4 25 | $-937.0M | $95.0M | ||
| Q3 25 | $-1.6B | $76.0M | ||
| Q2 25 | $3.5B | $169.0M | ||
| Q1 25 | $642.0M | $29.0M | ||
| Q4 24 | $-1.4B | $219.0M | ||
| Q3 24 | $1.8B | $169.0M | ||
| Q2 24 | $54.0M | $355.0M |
自由现金流HOODSOLV
| Q1 26 | — | — | ||
| Q4 25 | — | $32.0M | ||
| Q3 25 | — | $-21.0M | ||
| Q2 25 | — | $59.0M | ||
| Q1 25 | — | $-80.0M | ||
| Q4 24 | — | $92.0M | ||
| Q3 24 | — | $76.0M | ||
| Q2 24 | — | $297.0M |
自由现金流率HOODSOLV
| Q1 26 | — | — | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | -1.0% | ||
| Q2 25 | — | 2.7% | ||
| Q1 25 | — | -3.9% | ||
| Q4 24 | — | 4.4% | ||
| Q3 24 | — | 3.7% | ||
| Q2 24 | — | 14.3% |
资本支出强度HOODSOLV
| Q1 26 | — | — | ||
| Q4 25 | — | 3.2% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | — | 5.1% | ||
| Q1 25 | — | 5.3% | ||
| Q4 24 | — | 6.1% | ||
| Q3 24 | — | 4.5% | ||
| Q2 24 | — | 2.8% |
现金转化率HOODSOLV
| Q1 26 | 1.91× | — | ||
| Q4 25 | -1.55× | 1.51× | ||
| Q3 25 | -2.83× | 0.06× | ||
| Q2 25 | 9.09× | 1.88× | ||
| Q1 25 | 1.91× | 0.21× | ||
| Q4 24 | -1.53× | 7.06× | ||
| Q3 24 | 12.08× | 1.39× | ||
| Q2 24 | 0.29× | 3.99× |
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% |
SOLV
| Infection Prevention And Surgical Solutions | $752.0M | 38% |
| Cost Of Software And Rentals | $508.0M | 25% |
| Health Information Systems Segment | $347.0M | 17% |
| Dental Solutions Segment | $343.0M | 17% |
| Related Party | $14.0M | 1% |
