vs
罗宾汉（HOOD）与泰佩思琦（TPR）财务数据对比。点击上方公司名可切换其他公司
泰佩思琦的季度营收约是罗宾汉的2.7倍（$2.5B vs $927.0M），罗宾汉净利率更高（36.2% vs 22.4%，领先13.8%），泰佩思琦同比增速更快（14.0% vs -27.7%），过去两年泰佩思琦的营收复合增速更高（29.9% 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。
Tapestry, Inc.是美国知名跨国奢侈品时尚控股企业，旗下拥有Coach、Kate Spade New York、Stuart Weitzman三大标志性生活方式品牌，主营高端手袋、服饰、鞋履、配饰及香水产品，销售渠道覆盖全球线下门店与线上电商平台。
HOOD vs TPR — 直观对比
营收规模更大
TPR
是对方的2.7倍
$927.0M
营收增速更快
TPR
高出41.7%
-27.7%
净利率更高
HOOD
高出13.8%
22.4%
两年增速更快
TPR
近两年复合增速
16.6%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $927.0M | $2.5B |
| 净利润 | $336.0M | $561.3M |
| 毛利率 | — | 75.5% |
| 营业利润率 | — | 28.6% |
| 净利率 | 36.2% | 22.4% |
| 营收同比 | -27.7% | 14.0% |
| 净利润同比 | -2.9% | 80.8% |
| 每股收益（稀释后） | $336.00 | $2.68 |
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HOODTPR
| Q1 26 | $927.0M | — | ||
| Q4 25 | $1.3B | $2.5B | ||
| Q3 25 | $1.3B | $1.7B | ||
| Q2 25 | $989.0M | $1.7B | ||
| Q1 25 | $927.0M | $1.6B | ||
| Q4 24 | $1.0B | $2.2B | ||
| Q3 24 | $637.0M | $1.5B | ||
| Q2 24 | $682.0M | $1.6B |
净利润HOODTPR
| Q1 26 | $336.0M | — | ||
| Q4 25 | $605.0M | $561.3M | ||
| Q3 25 | $556.0M | $274.8M | ||
| Q2 25 | $386.0M | $-517.1M | ||
| Q1 25 | $336.0M | $203.3M | ||
| Q4 24 | $916.0M | $310.4M | ||
| Q3 24 | $150.0M | $186.6M | ||
| Q2 24 | $188.0M | $159.3M |
毛利率HOODTPR
| Q1 26 | — | — | ||
| Q4 25 | — | 75.5% | ||
| Q3 25 | — | 76.3% | ||
| Q2 25 | — | 76.3% | ||
| Q1 25 | — | 76.1% | ||
| Q4 24 | — | 74.4% | ||
| Q3 24 | — | 75.3% | ||
| Q2 24 | — | 74.9% |
营业利润率HOODTPR
| Q1 26 | — | — | ||
| Q4 25 | 51.5% | 28.6% | ||
| Q3 25 | 49.8% | 19.3% | ||
| Q2 25 | 44.7% | -33.9% | ||
| Q1 25 | 40.0% | 16.0% | ||
| Q4 24 | 55.0% | 22.4% | ||
| Q3 24 | 24.0% | 16.7% | ||
| Q2 24 | 28.0% | 14.8% |
净利率HOODTPR
| Q1 26 | 36.2% | — | ||
| Q4 25 | 47.2% | 22.4% | ||
| Q3 25 | 43.6% | 16.1% | ||
| Q2 25 | 39.0% | -30.0% | ||
| Q1 25 | 36.2% | 12.8% | ||
| Q4 24 | 90.3% | 14.1% | ||
| Q3 24 | 23.5% | 12.4% | ||
| Q2 24 | 27.6% | 10.0% |
每股收益（稀释后）HOODTPR
| Q1 26 | $336.00 | — | ||
| Q4 25 | $0.65 | $2.68 | ||
| Q3 25 | $0.61 | $1.28 | ||
| Q2 25 | $0.42 | $-2.30 | ||
| Q1 25 | $0.37 | $0.95 | ||
| Q4 24 | $1.00 | $1.38 | ||
| Q3 24 | $0.17 | $0.79 | ||
| Q2 24 | $0.21 | $0.67 |
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 | $1.1B |
| 总债务越低越好 | — | $2.4B |
| 股东权益账面价值 | $9.2B | $551.2M |
| 总资产 | $38.1B | $6.5B |
| 负债/权益比越低杠杆越低 | — | 4.32× |
8季度趋势，按日历期对齐
现金及短期投资HOODTPR
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $1.1B | ||
| Q3 25 | $4.3B | $743.2M | ||
| Q2 25 | $4.2B | $1.1B | ||
| Q1 25 | $4.4B | $1.1B | ||
| Q4 24 | $4.3B | $1.0B | ||
| Q3 24 | $4.6B | $7.3B | ||
| Q2 24 | $4.5B | $7.2B |
总债务HOODTPR
| Q1 26 | — | — | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $7.0B | ||
| Q2 24 | — | $6.9B |
股东权益HOODTPR
| Q1 26 | $9.2B | — | ||
| Q4 25 | $9.2B | $551.2M | ||
| Q3 25 | $8.6B | $399.5M | ||
| Q2 25 | $8.1B | $857.8M | ||
| Q1 25 | $8.0B | $1.5B | ||
| Q4 24 | $8.0B | $1.3B | ||
| Q3 24 | $7.2B | $3.0B | ||
| Q2 24 | $7.1B | $2.9B |
总资产HOODTPR
| Q1 26 | $38.1B | — | ||
| Q4 25 | $38.1B | $6.5B | ||
| Q3 25 | $41.5B | $6.4B | ||
| Q2 25 | $35.3B | $6.6B | ||
| Q1 25 | $27.5B | $7.3B | ||
| Q4 24 | $26.2B | $7.3B | ||
| Q3 24 | $43.2B | $13.7B | ||
| Q2 24 | $41.3B | $13.4B |
负债/权益比HOODTPR
| Q1 26 | — | — | ||
| Q4 25 | — | 4.32× | ||
| Q3 25 | — | 5.95× | ||
| Q2 25 | — | 2.77× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | — | 2.35× | ||
| Q2 24 | — | 2.39× |
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 | $1.1B |
| 自由现金流经营现金流 - 资本支出 | — | $1.0B |
| 自由现金流率自由现金流/营收 | — | 41.5% |
| 资本支出强度资本支出/营收 | — | 1.7% |
| 现金转化率经营现金流/净利润 | 1.91× | 1.93× |
| 过去12个月自由现金流最近4个季度 | — | $1.6B |
8季度趋势，按日历期对齐
经营现金流HOODTPR
| Q1 26 | $642.0M | — | ||
| Q4 25 | $-937.0M | $1.1B | ||
| Q3 25 | $-1.6B | $112.6M | ||
| Q2 25 | $3.5B | $446.8M | ||
| Q1 25 | $642.0M | $144.3M | ||
| Q4 24 | $-1.4B | $506.0M | ||
| Q3 24 | $1.8B | $119.5M | ||
| Q2 24 | $54.0M | $256.0M |
自由现金流HOODTPR
| Q1 26 | — | — | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $80.2M | ||
| Q2 25 | — | $411.5M | ||
| Q1 25 | — | $113.4M | ||
| Q4 24 | — | $475.1M | ||
| Q3 24 | — | $93.9M | ||
| Q2 24 | — | $209.8M |
自由现金流率HOODTPR
| Q1 26 | — | — | ||
| Q4 25 | — | 41.5% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | — | 7.2% | ||
| Q4 24 | — | 21.6% | ||
| Q3 24 | — | 6.2% | ||
| Q2 24 | — | 13.2% |
资本支出强度HOODTPR
| Q1 26 | — | — | ||
| Q4 25 | — | 1.7% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 2.9% |
现金转化率HOODTPR
| Q1 26 | 1.91× | — | ||
| Q4 25 | -1.55× | 1.93× | ||
| Q3 25 | -2.83× | 0.41× | ||
| Q2 25 | 9.09× | — | ||
| Q1 25 | 1.91× | 0.71× | ||
| Q4 24 | -1.53× | 1.63× | ||
| Q3 24 | 12.08× | 0.64× | ||
| Q2 24 | 0.29× | 1.61× |
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% |
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
