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罗宾汉（HOOD）与泰瑞达（TER）财务数据对比。点击上方公司名可切换其他公司
泰瑞达的季度营收约是罗宾汉的1.2倍（$1.1B vs $927.0M），罗宾汉净利率更高（36.2% vs 23.7%，领先12.5%），泰瑞达同比增速更快（43.9% vs -27.7%），过去两年泰瑞达的营收复合增速更高（34.4% 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。
泰瑞达是总部位于美国马萨诸塞州北雷丁的自动测试设备（ATE）设计及制造企业，在全球半导体测试领域拥有深厚技术积累，服务的知名客户涵盖三星、高通、英特尔、亚德诺、德州仪器、IBM等行业头部企业。
HOOD vs TER — 直观对比
营收规模更大
TER
是对方的1.2倍
$927.0M
营收增速更快
TER
高出71.6%
-27.7%
净利率更高
HOOD
高出12.5%
23.7%
两年增速更快
TER
近两年复合增速
16.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $927.0M | $1.1B |
| 净利润 | $336.0M | $257.2M |
| 毛利率 | — | 57.2% |
| 营业利润率 | — | 27.1% |
| 净利率 | 36.2% | 23.7% |
| 营收同比 | -27.7% | 43.9% |
| 净利润同比 | -2.9% | 75.9% |
| 每股收益（稀释后） | $336.00 | $1.62 |
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HOODTER
| Q1 26 | $927.0M | — | ||
| Q4 25 | $1.3B | $1.1B | ||
| Q3 25 | $1.3B | $769.2M | ||
| Q2 25 | $989.0M | $651.8M | ||
| Q1 25 | $927.0M | $685.7M | ||
| Q4 24 | $1.0B | $752.9M | ||
| Q3 24 | $637.0M | $737.3M | ||
| Q2 24 | $682.0M | $729.9M |
净利润HOODTER
| Q1 26 | $336.0M | — | ||
| Q4 25 | $605.0M | $257.2M | ||
| Q3 25 | $556.0M | $119.6M | ||
| Q2 25 | $386.0M | $78.4M | ||
| Q1 25 | $336.0M | $98.9M | ||
| Q4 24 | $916.0M | $146.3M | ||
| Q3 24 | $150.0M | $145.6M | ||
| Q2 24 | $188.0M | $186.3M |
毛利率HOODTER
| Q1 26 | — | — | ||
| Q4 25 | — | 57.2% | ||
| Q3 25 | — | 58.4% | ||
| Q2 25 | — | 57.2% | ||
| Q1 25 | — | 60.6% | ||
| Q4 24 | — | 59.4% | ||
| Q3 24 | — | 59.2% | ||
| Q2 24 | — | 58.3% |
营业利润率HOODTER
| Q1 26 | — | — | ||
| Q4 25 | 51.5% | 27.1% | ||
| Q3 25 | 49.8% | 18.9% | ||
| Q2 25 | 44.7% | 13.9% | ||
| Q1 25 | 40.0% | 17.6% | ||
| Q4 24 | 55.0% | 20.4% | ||
| Q3 24 | 24.0% | 20.6% | ||
| Q2 24 | 28.0% | 28.8% |
净利率HOODTER
| Q1 26 | 36.2% | — | ||
| Q4 25 | 47.2% | 23.7% | ||
| Q3 25 | 43.6% | 15.5% | ||
| Q2 25 | 39.0% | 12.0% | ||
| Q1 25 | 36.2% | 14.4% | ||
| Q4 24 | 90.3% | 19.4% | ||
| Q3 24 | 23.5% | 19.8% | ||
| Q2 24 | 27.6% | 25.5% |
每股收益（稀释后）HOODTER
| Q1 26 | $336.00 | — | ||
| Q4 25 | $0.65 | $1.62 | ||
| Q3 25 | $0.61 | $0.75 | ||
| Q2 25 | $0.42 | $0.49 | ||
| Q1 25 | $0.37 | $0.61 | ||
| Q4 24 | $1.00 | $0.89 | ||
| Q3 24 | $0.17 | $0.89 | ||
| Q2 24 | $0.21 | $1.14 |
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 | $293.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $9.2B | $2.8B |
| 总资产 | $38.1B | $4.2B |
| 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HOODTER
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $293.8M | ||
| Q3 25 | $4.3B | $272.7M | ||
| Q2 25 | $4.2B | $339.3M | ||
| Q1 25 | $4.4B | $475.6M | ||
| Q4 24 | $4.3B | $553.4M | ||
| Q3 24 | $4.6B | $510.0M | ||
| Q2 24 | $4.5B | $421.9M |
股东权益HOODTER
| Q1 26 | $9.2B | — | ||
| Q4 25 | $9.2B | $2.8B | ||
| Q3 25 | $8.6B | $2.7B | ||
| Q2 25 | $8.1B | $2.8B | ||
| Q1 25 | $8.0B | $2.8B | ||
| Q4 24 | $8.0B | $2.8B | ||
| Q3 24 | $7.2B | $2.9B | ||
| Q2 24 | $7.1B | $2.7B |
总资产HOODTER
| Q1 26 | $38.1B | — | ||
| Q4 25 | $38.1B | $4.2B | ||
| Q3 25 | $41.5B | $4.0B | ||
| Q2 25 | $35.3B | $3.8B | ||
| Q1 25 | $27.5B | $3.7B | ||
| Q4 24 | $26.2B | $3.7B | ||
| Q3 24 | $43.2B | $3.8B | ||
| Q2 24 | $41.3B | $3.6B |
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 | $281.6M |
| 自由现金流经营现金流 - 资本支出 | — | $218.8M |
| 自由现金流率自由现金流/营收 | — | 20.2% |
| 资本支出强度资本支出/营收 | — | 5.8% |
| 现金转化率经营现金流/净利润 | 1.91× | 1.09× |
| 过去12个月自由现金流最近4个季度 | — | $450.4M |
8季度趋势，按日历期对齐
经营现金流HOODTER
| Q1 26 | $642.0M | — | ||
| Q4 25 | $-937.0M | $281.6M | ||
| Q3 25 | $-1.6B | $49.0M | ||
| Q2 25 | $3.5B | $182.1M | ||
| Q1 25 | $642.0M | $161.6M | ||
| Q4 24 | $-1.4B | $282.6M | ||
| Q3 24 | $1.8B | $166.3M | ||
| Q2 24 | $54.0M | $216.1M |
自由现金流HOODTER
| Q1 26 | — | — | ||
| Q4 25 | — | $218.8M | ||
| Q3 25 | — | $2.4M | ||
| Q2 25 | — | $131.7M | ||
| Q1 25 | — | $97.6M | ||
| Q4 24 | — | $225.2M | ||
| Q3 24 | — | $114.4M | ||
| Q2 24 | — | $171.2M |
自由现金流率HOODTER
| Q1 26 | — | — | ||
| Q4 25 | — | 20.2% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 20.2% | ||
| Q1 25 | — | 14.2% | ||
| Q4 24 | — | 29.9% | ||
| Q3 24 | — | 15.5% | ||
| Q2 24 | — | 23.5% |
资本支出强度HOODTER
| Q1 26 | — | — | ||
| Q4 25 | — | 5.8% | ||
| Q3 25 | — | 6.1% | ||
| Q2 25 | — | 7.7% | ||
| Q1 25 | — | 9.3% | ||
| Q4 24 | — | 7.6% | ||
| Q3 24 | — | 7.0% | ||
| Q2 24 | — | 6.1% |
现金转化率HOODTER
| Q1 26 | 1.91× | — | ||
| Q4 25 | -1.55× | 1.09× | ||
| Q3 25 | -2.83× | 0.41× | ||
| Q2 25 | 9.09× | 2.32× | ||
| Q1 25 | 1.91× | 1.63× | ||
| Q4 24 | -1.53× | 1.93× | ||
| Q3 24 | 12.08× | 1.14× | ||
| Q2 24 | 0.29× | 1.16× |
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% |
TER
| Soc | $646.5M | 60% |
| Memory | $206.5M | 19% |
| Transferred At Point In Time | $90.0M | 8% |
| Universal Robots | $89.4M | 8% |
| IST | $30.5M | 3% |
| Transferred Over Time | $20.5M | 2% |
