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罗宾汉（HOOD）与SPX Technologies, Inc.（SPXC）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SPX Technologies, Inc.的1.5倍（$927.0M vs $637.3M），罗宾汉净利率更高（36.2% vs 12.2%，领先24.0%），SPX Technologies, Inc.同比增速更快（19.4% vs -27.7%），过去两年SPX Technologies, Inc.的营收复合增速更高（17.0% vs 16.6%）
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。
SPX Technologies是美国头部制造企业，总部位于北卡罗来纳州夏洛特市，业务布局暖通空调、检测测量、输发电及工程解决方案四大核心领域，产品涵盖冷却塔、锅炉、地下管线定位仪、电力变压器、热交换器等，旗下拥有Waukesha、Dielectric、Genfare等多个知名品牌。
HOOD vs SPXC — 直观对比
营收规模更大
HOOD
是对方的1.5倍
$637.3M
营收增速更快
SPXC
高出47.2%
-27.7%
净利率更高
HOOD
高出24.0%
12.2%
两年增速更快
SPXC
近两年复合增速
16.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $927.0M | $637.3M |
| 净利润 | $336.0M | $77.9M |
| 毛利率 | — | 39.8% |
| 营业利润率 | — | 15.7% |
| 净利率 | 36.2% | 12.2% |
| 营收同比 | -27.7% | 19.4% |
| 净利润同比 | -2.9% | 36.4% |
| 每股收益（稀释后） | $336.00 | $1.56 |
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HOODSPXC
| Q1 26 | $927.0M | — | ||
| Q4 25 | $1.3B | $637.3M | ||
| Q3 25 | $1.3B | $592.8M | ||
| Q2 25 | $989.0M | $552.4M | ||
| Q1 25 | $927.0M | $482.6M | ||
| Q4 24 | $1.0B | $533.7M | ||
| Q3 24 | $637.0M | $483.7M | ||
| Q2 24 | $682.0M | $501.3M |
净利润HOODSPXC
| Q1 26 | $336.0M | — | ||
| Q4 25 | $605.0M | $77.9M | ||
| Q3 25 | $556.0M | $62.7M | ||
| Q2 25 | $386.0M | $52.2M | ||
| Q1 25 | $336.0M | $51.2M | ||
| Q4 24 | $916.0M | $57.1M | ||
| Q3 24 | $150.0M | $50.2M | ||
| Q2 24 | $188.0M | $44.2M |
毛利率HOODSPXC
| Q1 26 | — | — | ||
| Q4 25 | — | 39.8% | ||
| Q3 25 | — | 40.4% | ||
| Q2 25 | — | 41.4% | ||
| Q1 25 | — | 40.6% | ||
| Q4 24 | — | 40.9% | ||
| Q3 24 | — | 40.9% | ||
| Q2 24 | — | 40.1% |
营业利润率HOODSPXC
| Q1 26 | — | — | ||
| Q4 25 | 51.5% | 15.7% | ||
| Q3 25 | 49.8% | 16.4% | ||
| Q2 25 | 44.7% | 15.7% | ||
| Q1 25 | 40.0% | 13.8% | ||
| Q4 24 | 55.0% | 16.9% | ||
| Q3 24 | 24.0% | 16.3% | ||
| Q2 24 | 28.0% | 14.9% |
净利率HOODSPXC
| Q1 26 | 36.2% | — | ||
| Q4 25 | 47.2% | 12.2% | ||
| Q3 25 | 43.6% | 10.6% | ||
| Q2 25 | 39.0% | 9.4% | ||
| Q1 25 | 36.2% | 10.6% | ||
| Q4 24 | 90.3% | 10.7% | ||
| Q3 24 | 23.5% | 10.4% | ||
| Q2 24 | 27.6% | 8.8% |
每股收益（稀释后）HOODSPXC
| Q1 26 | $336.00 | — | ||
| Q4 25 | $0.65 | $1.56 | ||
| Q3 25 | $0.61 | $1.28 | ||
| Q2 25 | $0.42 | $1.10 | ||
| Q1 25 | $0.37 | $1.09 | ||
| Q4 24 | $1.00 | $1.21 | ||
| Q3 24 | $0.17 | $1.06 | ||
| Q2 24 | $0.21 | $0.94 |
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 | $364.0M |
| 总债务越低越好 | — | $496.7M |
| 股东权益账面价值 | $9.2B | $2.2B |
| 总资产 | $38.1B | $3.6B |
| 负债/权益比越低杠杆越低 | — | 0.22× |
8季度趋势，按日历期对齐
现金及短期投资HOODSPXC
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $364.0M | ||
| Q3 25 | $4.3B | $229.4M | ||
| Q2 25 | $4.2B | $132.8M | ||
| Q1 25 | $4.4B | $177.8M | ||
| Q4 24 | $4.3B | $156.9M | ||
| Q3 24 | $4.6B | $124.8M | ||
| Q2 24 | $4.5B | $128.1M |
总债务HOODSPXC
| Q1 26 | — | — | ||
| Q4 25 | — | $496.7M | ||
| Q3 25 | — | $499.8M | ||
| Q2 25 | — | $950.3M | ||
| Q1 25 | — | $872.0M | ||
| Q4 24 | — | $577.0M | ||
| Q3 24 | — | $665.2M | ||
| Q2 24 | — | $509.9M |
股东权益HOODSPXC
| Q1 26 | $9.2B | — | ||
| Q4 25 | $9.2B | $2.2B | ||
| Q3 25 | $8.6B | $2.1B | ||
| Q2 25 | $8.1B | $1.5B | ||
| Q1 25 | $8.0B | $1.4B | ||
| Q4 24 | $8.0B | $1.4B | ||
| Q3 24 | $7.2B | $1.4B | ||
| Q2 24 | $7.1B | $1.3B |
总资产HOODSPXC
| Q1 26 | $38.1B | — | ||
| Q4 25 | $38.1B | $3.6B | ||
| Q3 25 | $41.5B | $3.4B | ||
| Q2 25 | $35.3B | $3.3B | ||
| Q1 25 | $27.5B | $3.1B | ||
| Q4 24 | $26.2B | $2.7B | ||
| Q3 24 | $43.2B | $2.8B | ||
| Q2 24 | $41.3B | $2.8B |
负债/权益比HOODSPXC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.22× | ||
| Q3 25 | — | 0.23× | ||
| Q2 25 | — | 0.62× | ||
| Q1 25 | — | 0.60× | ||
| Q4 24 | — | 0.42× | ||
| Q3 24 | — | 0.49× | ||
| Q2 24 | — | 0.40× |
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 | $195.2M |
| 自由现金流经营现金流 - 资本支出 | — | $126.7M |
| 自由现金流率自由现金流/营收 | — | 19.9% |
| 资本支出强度资本支出/营收 | — | 10.7% |
| 现金转化率经营现金流/净利润 | 1.91× | 2.51× |
| 过去12个月自由现金流最近4个季度 | — | $241.2M |
8季度趋势，按日历期对齐
经营现金流HOODSPXC
| Q1 26 | $642.0M | — | ||
| Q4 25 | $-937.0M | $195.2M | ||
| Q3 25 | $-1.6B | $106.5M | ||
| Q2 25 | $3.5B | $42.5M | ||
| Q1 25 | $642.0M | $-10.9M | ||
| Q4 24 | $-1.4B | $166.5M | ||
| Q3 24 | $1.8B | $51.4M | ||
| Q2 24 | $54.0M | $57.5M |
自由现金流HOODSPXC
| Q1 26 | — | — | ||
| Q4 25 | — | $126.7M | ||
| Q3 25 | — | $96.1M | ||
| Q2 25 | — | $34.8M | ||
| Q1 25 | — | $-16.4M | ||
| Q4 24 | — | $156.7M | ||
| Q3 24 | — | $43.5M | ||
| Q2 24 | — | $47.1M |
自由现金流率HOODSPXC
| Q1 26 | — | — | ||
| Q4 25 | — | 19.9% | ||
| Q3 25 | — | 16.2% | ||
| Q2 25 | — | 6.3% | ||
| Q1 25 | — | -3.4% | ||
| Q4 24 | — | 29.4% | ||
| Q3 24 | — | 9.0% | ||
| Q2 24 | — | 9.4% |
资本支出强度HOODSPXC
| Q1 26 | — | — | ||
| Q4 25 | — | 10.7% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 1.8% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | — | 2.1% |
现金转化率HOODSPXC
| Q1 26 | 1.91× | — | ||
| Q4 25 | -1.55× | 2.51× | ||
| Q3 25 | -2.83× | 1.70× | ||
| Q2 25 | 9.09× | 0.81× | ||
| Q1 25 | 1.91× | -0.21× | ||
| Q4 24 | -1.53× | 2.92× | ||
| Q3 24 | 12.08× | 1.02× | ||
| Q2 24 | 0.29× | 1.30× |
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% |
SPXC
| Package And Process Cooling Equipment And Services And Engineered Air Movement And Handling Solutions | $258.5M | 41% |
| Detectionand Measurement Reportable Segment | $206.2M | 32% |
| CA | $57.7M | 9% |
| Kranze Technology Solutions Inc | $37.9M | 6% |
| GB | $32.0M | 5% |
| Other Foreign Countries | $28.6M | 4% |
| Other | $16.4M | 3% |
