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罗宾汉（HOOD）与天宝（TRMB）财务数据对比。点击上方公司名可切换其他公司
天宝的季度营收约是罗宾汉的1.0倍（$969.8M vs $927.0M），罗宾汉净利率更高（36.2% vs 16.1%，领先20.1%），罗宾汉同比增速更快（-27.7% vs -73.7%），过去两年罗宾汉的营收复合增速更高（16.6% vs 0.9%）
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。
天宝（Trimble Inc.）是1978年成立的美国科技企业，总部位于科罗拉多州威斯敏斯特，于纳斯达克上市，为标普500成分股。公司面向建筑工程、地理空间测绘、交通物流等多个行业，提供软硬件产品及相关技术服务。
HOOD vs TRMB — 直观对比
营收规模更大
TRMB
是对方的1.0倍
$927.0M
营收增速更快
HOOD
高出45.9%
-73.7%
净利率更高
HOOD
高出20.1%
16.1%
两年增速更快
HOOD
近两年复合增速
0.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $927.0M | $969.8M |
| 净利润 | $336.0M | $156.6M |
| 毛利率 | — | 72.0% |
| 营业利润率 | — | 22.3% |
| 净利率 | 36.2% | 16.1% |
| 营收同比 | -27.7% | -73.7% |
| 净利润同比 | -2.9% | 73.6% |
| 每股收益（稀释后） | $336.00 | $0.65 |
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HOODTRMB
| Q1 26 | $927.0M | — | ||
| Q4 25 | $1.3B | $901.2M | ||
| Q3 25 | $1.3B | $875.7M | ||
| Q2 25 | $989.0M | $840.6M | ||
| Q1 25 | $927.0M | $983.4M | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $637.0M | $875.8M | ||
| Q2 24 | $682.0M | $870.8M |
净利润HOODTRMB
| Q1 26 | $336.0M | — | ||
| Q4 25 | $605.0M | $111.5M | ||
| Q3 25 | $556.0M | $89.2M | ||
| Q2 25 | $386.0M | $66.7M | ||
| Q1 25 | $336.0M | $90.2M | ||
| Q4 24 | $916.0M | — | ||
| Q3 24 | $150.0M | $40.6M | ||
| Q2 24 | $188.0M | $1.3B |
毛利率HOODTRMB
| Q1 26 | — | — | ||
| Q4 25 | — | 68.9% | ||
| Q3 25 | — | 68.3% | ||
| Q2 25 | — | 66.7% | ||
| Q1 25 | — | 69.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 65.7% | ||
| Q2 24 | — | 62.7% |
营业利润率HOODTRMB
| Q1 26 | — | — | ||
| Q4 25 | 51.5% | 16.7% | ||
| Q3 25 | 49.8% | 14.6% | ||
| Q2 25 | 44.7% | 11.6% | ||
| Q1 25 | 40.0% | 17.6% | ||
| Q4 24 | 55.0% | — | ||
| Q3 24 | 24.0% | 13.3% | ||
| Q2 24 | 28.0% | 7.1% |
净利率HOODTRMB
| Q1 26 | 36.2% | — | ||
| Q4 25 | 47.2% | 12.4% | ||
| Q3 25 | 43.6% | 10.2% | ||
| Q2 25 | 39.0% | 7.9% | ||
| Q1 25 | 36.2% | 9.2% | ||
| Q4 24 | 90.3% | — | ||
| Q3 24 | 23.5% | 4.6% | ||
| Q2 24 | 27.6% | 151.2% |
每股收益（稀释后）HOODTRMB
| Q1 26 | $336.00 | — | ||
| Q4 25 | $0.65 | $0.46 | ||
| Q3 25 | $0.61 | $0.37 | ||
| Q2 25 | $0.42 | $0.27 | ||
| Q1 25 | $0.37 | $0.36 | ||
| Q4 24 | $1.00 | — | ||
| Q3 24 | $0.17 | $0.16 | ||
| Q2 24 | $0.21 | $5.34 |
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 | $253.4M |
| 总债务越低越好 | — | $1.4B |
| 股东权益账面价值 | $9.2B | $5.8B |
| 总资产 | $38.1B | $9.3B |
| 负债/权益比越低杠杆越低 | — | 0.24× |
8季度趋势，按日历期对齐
现金及短期投资HOODTRMB
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $232.7M | ||
| Q3 25 | $4.3B | $265.9M | ||
| Q2 25 | $4.2B | $290.0M | ||
| Q1 25 | $4.4B | $738.8M | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.6B | $1.0B | ||
| Q2 24 | $4.5B | $944.1M |
总债务HOODTRMB
| Q1 26 | — | — | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益HOODTRMB
| Q1 26 | $9.2B | — | ||
| Q4 25 | $9.2B | $5.8B | ||
| Q3 25 | $8.6B | $5.7B | ||
| Q2 25 | $8.1B | $5.4B | ||
| Q1 25 | $8.0B | $5.7B | ||
| Q4 24 | $8.0B | — | ||
| Q3 24 | $7.2B | $5.9B | ||
| Q2 24 | $7.1B | $5.6B |
总资产HOODTRMB
| Q1 26 | $38.1B | — | ||
| Q4 25 | $38.1B | $9.0B | ||
| Q3 25 | $41.5B | $9.1B | ||
| Q2 25 | $35.3B | $8.9B | ||
| Q1 25 | $27.5B | $9.5B | ||
| Q4 24 | $26.2B | — | ||
| Q3 24 | $43.2B | $9.9B | ||
| Q2 24 | $41.3B | $9.6B |
负债/权益比HOODTRMB
| Q1 26 | — | — | ||
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $386.2M |
| 自由现金流经营现金流 - 资本支出 | — | $360.9M |
| 自由现金流率自由现金流/营收 | — | 37.2% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | 1.91× | 2.47× |
| 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HOODTRMB
| Q1 26 | $642.0M | — | ||
| Q4 25 | $-937.0M | — | ||
| Q3 25 | $-1.6B | $123.8M | ||
| Q2 25 | $3.5B | $155.6M | ||
| Q1 25 | $642.0M | $115.1M | ||
| Q4 24 | $-1.4B | — | ||
| Q3 24 | $1.8B | $94.9M | ||
| Q2 24 | $54.0M | $87.6M |
自由现金流HOODTRMB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $116.6M | ||
| Q2 25 | — | $149.0M | ||
| Q1 25 | — | $109.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $88.5M | ||
| Q2 24 | — | $73.3M |
自由现金流率HOODTRMB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 13.3% | ||
| Q2 25 | — | 17.7% | ||
| Q1 25 | — | 11.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 10.1% | ||
| Q2 24 | — | 8.4% |
资本支出强度HOODTRMB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.7% | ||
| Q2 24 | — | 1.6% |
现金转化率HOODTRMB
| Q1 26 | 1.91× | — | ||
| Q4 25 | -1.55× | — | ||
| Q3 25 | -2.83× | 1.39× | ||
| Q2 25 | 9.09× | 2.33× | ||
| Q1 25 | 1.91× | 1.28× | ||
| Q4 24 | -1.53× | — | ||
| Q3 24 | 12.08× | 2.34× | ||
| Q2 24 | 0.29× | 0.07× |
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% |
TRMB
| Subscription and services | $701.5M | 72% |
| Product | $268.3M | 28% |
