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罗宾汉（HOOD）与STERLING INFRASTRUCTURE, INC.（STRL）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STERLING INFRASTRUCTURE, INC.的1.2倍（$927.0M vs $755.6M），罗宾汉净利率更高（36.2% vs 11.6%，领先24.7%），STERLING INFRASTRUCTURE, INC.同比增速更快（51.5% vs -27.7%），过去两年STERLING INFRASTRUCTURE, INC.的营收复合增速更高（31.0% 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。
本公司是总部位于印度马哈拉施特拉邦孟买的跨国工程总承包（EPC）企业，业务覆盖可再生能源、数据中心、柴油发电、机电水暖（MEP）服务等多个领域，已在全球三十余个国家交付项目，执行团队遍布亚洲、中东、非洲、欧洲及澳大利亚。
HOOD vs STRL — 直观对比
营收规模更大
HOOD
是对方的1.2倍
$755.6M
营收增速更快
STRL
高出79.2%
-27.7%
净利率更高
HOOD
高出24.7%
11.6%
两年增速更快
STRL
近两年复合增速
16.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $927.0M | $755.6M |
| 净利润 | $336.0M | $87.6M |
| 毛利率 | — | 21.7% |
| 营业利润率 | — | 15.9% |
| 净利率 | 36.2% | 11.6% |
| 营收同比 | -27.7% | 51.5% |
| 净利润同比 | -2.9% | -22.6% |
| 每股收益（稀释后） | $336.00 | $2.82 |
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HOODSTRL
| Q1 26 | $927.0M | — | ||
| Q4 25 | $1.3B | $755.6M | ||
| Q3 25 | $1.3B | $689.0M | ||
| Q2 25 | $989.0M | $614.5M | ||
| Q1 25 | $927.0M | $430.9M | ||
| Q4 24 | $1.0B | $498.8M | ||
| Q3 24 | $637.0M | $593.7M | ||
| Q2 24 | $682.0M | $582.8M |
净利润HOODSTRL
| Q1 26 | $336.0M | — | ||
| Q4 25 | $605.0M | $87.6M | ||
| Q3 25 | $556.0M | $92.1M | ||
| Q2 25 | $386.0M | $71.0M | ||
| Q1 25 | $336.0M | $39.5M | ||
| Q4 24 | $916.0M | $113.2M | ||
| Q3 24 | $150.0M | $61.3M | ||
| Q2 24 | $188.0M | $51.9M |
毛利率HOODSTRL
| Q1 26 | — | — | ||
| Q4 25 | — | 21.7% | ||
| Q3 25 | — | 24.7% | ||
| Q2 25 | — | 23.3% | ||
| Q1 25 | — | 22.0% | ||
| Q4 24 | — | 21.4% | ||
| Q3 24 | — | 21.9% | ||
| Q2 24 | — | 19.3% |
营业利润率HOODSTRL
| Q1 26 | — | — | ||
| Q4 25 | 51.5% | 15.9% | ||
| Q3 25 | 49.8% | 18.2% | ||
| Q2 25 | 44.7% | 17.0% | ||
| Q1 25 | 40.0% | 13.0% | ||
| Q4 24 | 55.0% | 12.5% | ||
| Q3 24 | 24.0% | 14.7% | ||
| Q2 24 | 28.0% | 12.5% |
净利率HOODSTRL
| Q1 26 | 36.2% | — | ||
| Q4 25 | 47.2% | 11.6% | ||
| Q3 25 | 43.6% | 13.4% | ||
| Q2 25 | 39.0% | 11.6% | ||
| Q1 25 | 36.2% | 9.2% | ||
| Q4 24 | 90.3% | 22.7% | ||
| Q3 24 | 23.5% | 10.3% | ||
| Q2 24 | 27.6% | 8.9% |
每股收益（稀释后）HOODSTRL
| Q1 26 | $336.00 | — | ||
| Q4 25 | $0.65 | $2.82 | ||
| Q3 25 | $0.61 | $2.97 | ||
| Q2 25 | $0.42 | $2.31 | ||
| Q1 25 | $0.37 | $1.28 | ||
| Q4 24 | $1.00 | $3.63 | ||
| Q3 24 | $0.17 | $1.97 | ||
| Q2 24 | $0.21 | $1.67 |
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 | $390.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $9.2B | $1.1B |
| 总资产 | $38.1B | $2.6B |
| 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HOODSTRL
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $390.7M | ||
| Q3 25 | $4.3B | $306.4M | ||
| Q2 25 | $4.2B | $699.4M | ||
| Q1 25 | $4.4B | $638.6M | ||
| Q4 24 | $4.3B | $664.2M | ||
| Q3 24 | $4.6B | $648.1M | ||
| Q2 24 | $4.5B | $540.0M |
股东权益HOODSTRL
| Q1 26 | $9.2B | — | ||
| Q4 25 | $9.2B | $1.1B | ||
| Q3 25 | $8.6B | $1.1B | ||
| Q2 25 | $8.1B | $881.7M | ||
| Q1 25 | $8.0B | $805.4M | ||
| Q4 24 | $8.0B | $808.1M | ||
| Q3 24 | $7.2B | $716.5M | ||
| Q2 24 | $7.1B | $670.7M |
总资产HOODSTRL
| Q1 26 | $38.1B | — | ||
| Q4 25 | $38.1B | $2.6B | ||
| Q3 25 | $41.5B | $2.6B | ||
| Q2 25 | $35.3B | $2.2B | ||
| Q1 25 | $27.5B | $2.0B | ||
| Q4 24 | $26.2B | $2.0B | ||
| Q3 24 | $43.2B | $2.0B | ||
| Q2 24 | $41.3B | $2.0B |
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 | $186.1M |
| 自由现金流经营现金流 - 资本支出 | — | $159.7M |
| 自由现金流率自由现金流/营收 | — | 21.1% |
| 资本支出强度资本支出/营收 | — | 3.5% |
| 现金转化率经营现金流/净利润 | 1.91× | 2.12× |
| 过去12个月自由现金流最近4个季度 | — | $362.7M |
8季度趋势，按日历期对齐
经营现金流HOODSTRL
| Q1 26 | $642.0M | — | ||
| Q4 25 | $-937.0M | $186.1M | ||
| Q3 25 | $-1.6B | $83.6M | ||
| Q2 25 | $3.5B | $85.4M | ||
| Q1 25 | $642.0M | $84.9M | ||
| Q4 24 | $-1.4B | $174.3M | ||
| Q3 24 | $1.8B | $152.3M | ||
| Q2 24 | $54.0M | $121.0M |
自由现金流HOODSTRL
| Q1 26 | — | — | ||
| Q4 25 | — | $159.7M | ||
| Q3 25 | — | $64.0M | ||
| Q2 25 | — | $72.1M | ||
| Q1 25 | — | $67.0M | ||
| Q4 24 | — | $158.6M | ||
| Q3 24 | — | $138.3M | ||
| Q2 24 | — | $92.1M |
自由现金流率HOODSTRL
| Q1 26 | — | — | ||
| Q4 25 | — | 21.1% | ||
| Q3 25 | — | 9.3% | ||
| Q2 25 | — | 11.7% | ||
| Q1 25 | — | 15.5% | ||
| Q4 24 | — | 31.8% | ||
| Q3 24 | — | 23.3% | ||
| Q2 24 | — | 15.8% |
资本支出强度HOODSTRL
| Q1 26 | — | — | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | — | 2.9% | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | — | 4.2% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | 5.0% |
现金转化率HOODSTRL
| Q1 26 | 1.91× | — | ||
| Q4 25 | -1.55× | 2.12× | ||
| Q3 25 | -2.83× | 0.91× | ||
| Q2 25 | 9.09× | 1.20× | ||
| Q1 25 | 1.91× | 2.15× | ||
| Q4 24 | -1.53× | 1.54× | ||
| Q3 24 | 12.08× | 2.48× | ||
| Q2 24 | 0.29× | 2.33× |
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% |
STRL
| Lump Sum | $464.9M | 62% |
| Heavy Highway | $99.6M | 13% |
| Residential Construction | $70.4M | 9% |
| Road And Highway Builders LLC | $52.4M | 7% |
| Other Revenue | $36.6M | 5% |
| Aviation | $16.6M | 2% |
| Commercial | $11.4M | 2% |
| Related Party | $600.0K | 0% |
