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罗宾汉（HOOD）与思佳讯（SWKS）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思佳讯的1.1倍（$1.1B vs $943.7M），罗宾汉净利率更高（32.4% vs 3.8%，领先28.7%），罗宾汉同比增速更快（15.1% vs -1.0%），过去两年罗宾汉的营收复合增速更高（25.1% vs 2.1%）
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。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
HOOD vs SWKS — 直观对比
营收规模更大
HOOD
是对方的1.1倍
$943.7M
营收增速更快
HOOD
高出16.1%
-1.0%
净利率更高
HOOD
高出28.7%
3.8%
两年增速更快
HOOD
近两年复合增速
2.1%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $943.7M |
| 净利润 | $346.0M | $35.6M |
| 毛利率 | — | 40.8% |
| 营业利润率 | 38.5% | 4.5% |
| 净利率 | 32.4% | 3.8% |
| 营收同比 | 15.1% | -1.0% |
| 净利润同比 | 3.0% | -48.2% |
| 每股收益（稀释后） | $0.38 | $0.24 |
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HOODSWKS
| Q2 26 | — | $943.7M | ||
| Q1 26 | $1.1B | $1.0B | ||
| Q4 25 | $1.3B | $1.1B | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $989.0M | $965.0M | ||
| Q1 25 | $927.0M | $953.2M | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $637.0M | $1.0B |
净利润HOODSWKS
| Q2 26 | — | $35.6M | ||
| Q1 26 | $346.0M | $79.2M | ||
| Q4 25 | $605.0M | $141.4M | ||
| Q3 25 | $556.0M | — | ||
| Q2 25 | $386.0M | $105.0M | ||
| Q1 25 | $336.0M | $68.7M | ||
| Q4 24 | $916.0M | $162.0M | ||
| Q3 24 | $150.0M | $60.5M |
毛利率HOODSWKS
| Q2 26 | — | 40.8% | ||
| Q1 26 | — | 41.3% | ||
| Q4 25 | — | 40.7% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 41.6% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 41.9% |
营业利润率HOODSWKS
| Q2 26 | — | 4.5% | ||
| Q1 26 | 38.5% | 10.0% | ||
| Q4 25 | 51.5% | 10.1% | ||
| Q3 25 | 49.8% | — | ||
| Q2 25 | 44.7% | 11.5% | ||
| Q1 25 | 40.0% | 10.2% | ||
| Q4 24 | 55.0% | 16.9% | ||
| Q3 24 | 24.0% | 5.8% |
净利率HOODSWKS
| Q2 26 | — | 3.8% | ||
| Q1 26 | 32.4% | 7.6% | ||
| Q4 25 | 47.2% | 12.9% | ||
| Q3 25 | 43.6% | — | ||
| Q2 25 | 39.0% | 10.9% | ||
| Q1 25 | 36.2% | 7.2% | ||
| Q4 24 | 90.3% | 15.2% | ||
| Q3 24 | 23.5% | 5.9% |
每股收益（稀释后）HOODSWKS
| Q2 26 | — | $0.24 | ||
| Q1 26 | $0.38 | $0.53 | ||
| Q4 25 | $0.65 | $0.95 | ||
| Q3 25 | $0.61 | — | ||
| Q2 25 | $0.42 | $0.70 | ||
| Q1 25 | $0.37 | $0.43 | ||
| Q4 24 | $1.00 | $1.00 | ||
| Q3 24 | $0.17 | $0.36 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $9.7B | $5.8B |
| 总资产 | $45.5B | $7.9B |
| 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HOODSWKS
| Q2 26 | — | — | ||
| Q1 26 | $5.0B | $1.6B | ||
| Q4 25 | $4.3B | $1.4B | ||
| Q3 25 | $4.3B | — | ||
| Q2 25 | $4.2B | $1.3B | ||
| Q1 25 | $4.4B | $1.5B | ||
| Q4 24 | $4.3B | $1.7B | ||
| Q3 24 | $4.6B | $1.6B |
总债务HOODSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $496.6M | ||
| Q4 25 | — | $496.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $496.2M | ||
| Q1 25 | — | $995.1M | ||
| Q4 24 | — | $994.7M | ||
| Q3 24 | — | $994.3M |
股东权益HOODSWKS
| Q2 26 | — | $5.8B | ||
| Q1 26 | $9.7B | $5.8B | ||
| Q4 25 | $9.2B | $5.8B | ||
| Q3 25 | $8.6B | — | ||
| Q2 25 | $8.1B | $5.7B | ||
| Q1 25 | $8.0B | $5.9B | ||
| Q4 24 | $8.0B | $6.4B | ||
| Q3 24 | $7.2B | $6.3B |
总资产HOODSWKS
| Q2 26 | — | $7.9B | ||
| Q1 26 | $45.5B | $7.9B | ||
| Q4 25 | $38.1B | $7.9B | ||
| Q3 25 | $41.5B | — | ||
| Q2 25 | $35.3B | $7.7B | ||
| Q1 25 | $27.5B | $7.9B | ||
| Q4 24 | $26.2B | $8.3B | ||
| Q3 24 | $43.2B | $8.3B |
负债/权益比HOODSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 0.09× | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× |
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 | $50.3M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 8.7% |
| 现金转化率经营现金流/净利润 | 5.89× | 1.41× |
| 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HOODSWKS
| Q2 26 | — | $50.3M | ||
| Q1 26 | $2.0B | $395.5M | ||
| Q4 25 | $-937.0M | $200.0M | ||
| Q3 25 | $-1.6B | — | ||
| Q2 25 | $3.5B | $314.2M | ||
| Q1 25 | $642.0M | $409.4M | ||
| Q4 24 | $-1.4B | $377.2M | ||
| Q3 24 | $1.8B | $476.1M |
自由现金流HOODSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $339.0M | ||
| Q4 25 | — | $144.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $252.7M | ||
| Q1 25 | — | $370.9M | ||
| Q4 24 | — | $338.2M | ||
| Q3 24 | — | $393.3M |
自由现金流率HOODSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 32.7% | ||
| Q4 25 | — | 13.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 26.2% | ||
| Q1 25 | — | 38.9% | ||
| Q4 24 | — | 31.7% | ||
| Q3 24 | — | 38.4% |
资本支出强度HOODSWKS
| Q2 26 | — | 8.7% | ||
| Q1 26 | — | 5.5% | ||
| Q4 25 | — | 5.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 6.4% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | — | 3.6% | ||
| Q3 24 | — | 8.1% |
现金转化率HOODSWKS
| Q2 26 | — | 1.41× | ||
| Q1 26 | 5.89× | 4.99× | ||
| Q4 25 | -1.55× | 1.41× | ||
| Q3 25 | -2.83× | — | ||
| Q2 25 | 9.09× | 2.99× | ||
| Q1 25 | 1.91× | 5.96× | ||
| Q4 24 | -1.53× | 2.33× | ||
| Q3 24 | 12.08× | 7.87× |
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% |
SWKS
暂无分部数据
