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罗宾汉（HOOD）与Ubiquiti Inc.（UI）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Ubiquiti Inc.的1.3倍（$1.1B vs $814.9M），罗宾汉净利率更高（32.4% vs 28.7%，领先3.8%），Ubiquiti Inc.同比增速更快（35.8% vs 15.1%），过去两年Ubiquiti Inc.的营收复合增速更高（28.6% vs 25.1%）
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。
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
HOOD vs UI — 直观对比
营收规模更大
HOOD
是对方的1.3倍
$814.9M
营收增速更快
UI
高出20.7%
15.1%
净利率更高
HOOD
高出3.8%
28.7%
两年增速更快
UI
近两年复合增速
25.1%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $814.9M |
| 净利润 | $346.0M | $233.6M |
| 毛利率 | — | 45.9% |
| 营业利润率 | 38.5% | 35.9% |
| 净利率 | 32.4% | 28.7% |
| 营收同比 | 15.1% | 35.8% |
| 净利润同比 | 3.0% | 70.8% |
| 每股收益（稀释后） | $0.38 | $3.86 |
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HOODUI
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.3B | $814.9M | ||
| Q3 25 | $1.3B | $733.8M | ||
| Q2 25 | $989.0M | $759.2M | ||
| Q1 25 | $927.0M | $664.2M | ||
| Q4 24 | $1.0B | $599.9M | ||
| Q3 24 | $637.0M | $550.3M | ||
| Q2 24 | $682.0M | $507.5M |
净利润HOODUI
| Q1 26 | $346.0M | — | ||
| Q4 25 | $605.0M | $233.6M | ||
| Q3 25 | $556.0M | $207.9M | ||
| Q2 25 | $386.0M | $266.7M | ||
| Q1 25 | $336.0M | $180.4M | ||
| Q4 24 | $916.0M | $136.8M | ||
| Q3 24 | $150.0M | $128.0M | ||
| Q2 24 | $188.0M | $103.8M |
毛利率HOODUI
| Q1 26 | — | — | ||
| Q4 25 | — | 45.9% | ||
| Q3 25 | — | 46.0% | ||
| Q2 25 | — | 45.1% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 41.2% | ||
| Q3 24 | — | 42.1% | ||
| Q2 24 | — | 40.2% |
营业利润率HOODUI
| Q1 26 | 38.5% | — | ||
| Q4 25 | 51.5% | 35.9% | ||
| Q3 25 | 49.8% | 35.7% | ||
| Q2 25 | 44.7% | 34.4% | ||
| Q1 25 | 40.0% | 34.2% | ||
| Q4 24 | 55.0% | 29.8% | ||
| Q3 24 | 24.0% | 30.7% | ||
| Q2 24 | 28.0% | 27.3% |
净利率HOODUI
| Q1 26 | 32.4% | — | ||
| Q4 25 | 47.2% | 28.7% | ||
| Q3 25 | 43.6% | 28.3% | ||
| Q2 25 | 39.0% | 35.1% | ||
| Q1 25 | 36.2% | 27.2% | ||
| Q4 24 | 90.3% | 22.8% | ||
| Q3 24 | 23.5% | 23.3% | ||
| Q2 24 | 27.6% | 20.5% |
每股收益（稀释后）HOODUI
| Q1 26 | $0.38 | — | ||
| Q4 25 | $0.65 | $3.86 | ||
| Q3 25 | $0.61 | $3.43 | ||
| Q2 25 | $0.42 | $4.40 | ||
| Q1 25 | $0.37 | $2.98 | ||
| Q4 24 | $1.00 | $2.26 | ||
| Q3 24 | $0.17 | $2.12 | ||
| Q2 24 | $0.21 | $1.72 |
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 | $302.8M |
| 总债务越低越好 | — | $47.5M |
| 股东权益账面价值 | $9.7B | $1.0B |
| 总资产 | $45.5B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资HOODUI
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.3B | $302.8M | ||
| Q3 25 | $4.3B | $177.2M | ||
| Q2 25 | $4.2B | $149.7M | ||
| Q1 25 | $4.4B | $151.0M | ||
| Q4 24 | $4.3B | $133.1M | ||
| Q3 24 | $4.6B | $165.2M | ||
| Q2 24 | $4.5B | $126.3M |
总债务HOODUI
| Q1 26 | — | — | ||
| Q4 25 | — | $47.5M | ||
| Q3 25 | — | $133.8M | ||
| Q2 25 | — | $250.0M | ||
| Q1 25 | — | $340.0M | ||
| Q4 24 | — | $406.3M | ||
| Q3 24 | — | $552.5M | ||
| Q2 24 | — | $708.1M |
股东权益HOODUI
| Q1 26 | $9.7B | — | ||
| Q4 25 | $9.2B | $1.0B | ||
| Q3 25 | $8.6B | $828.4M | ||
| Q2 25 | $8.1B | $668.3M | ||
| Q1 25 | $8.0B | $436.1M | ||
| Q4 24 | $8.0B | $290.4M | ||
| Q3 24 | $7.2B | $188.1M | ||
| Q2 24 | $7.1B | $95.1M |
总资产HOODUI
| Q1 26 | $45.5B | — | ||
| Q4 25 | $38.1B | $1.6B | ||
| Q3 25 | $41.5B | $1.5B | ||
| Q2 25 | $35.3B | $1.5B | ||
| Q1 25 | $27.5B | $1.3B | ||
| Q4 24 | $26.2B | $1.2B | ||
| Q3 24 | $43.2B | $1.2B | ||
| Q2 24 | $41.3B | $1.2B |
负债/权益比HOODUI
| Q1 26 | — | — | ||
| Q4 25 | — | 0.05× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.37× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 1.40× | ||
| Q3 24 | — | 2.94× | ||
| Q2 24 | — | 7.45× |
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 | $263.9M |
| 自由现金流经营现金流 - 资本支出 | — | $260.3M |
| 自由现金流率自由现金流/营收 | — | 31.9% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | 5.89× | 1.13× |
| 过去12个月自由现金流最近4个季度 | — | $699.5M |
8季度趋势，按日历期对齐
经营现金流HOODUI
| Q1 26 | $2.0B | — | ||
| Q4 25 | $-937.0M | $263.9M | ||
| Q3 25 | $-1.6B | $198.5M | ||
| Q2 25 | $3.5B | $130.4M | ||
| Q1 25 | $642.0M | $123.6M | ||
| Q4 24 | $-1.4B | $152.4M | ||
| Q3 24 | $1.8B | $233.7M | ||
| Q2 24 | $54.0M | $231.4M |
自由现金流HOODUI
| Q1 26 | — | — | ||
| Q4 25 | — | $260.3M | ||
| Q3 25 | — | $193.3M | ||
| Q2 25 | — | $125.2M | ||
| Q1 25 | — | $120.7M | ||
| Q4 24 | — | $150.4M | ||
| Q3 24 | — | $231.1M | ||
| Q2 24 | — | $229.5M |
自由现金流率HOODUI
| Q1 26 | — | — | ||
| Q4 25 | — | 31.9% | ||
| Q3 25 | — | 26.3% | ||
| Q2 25 | — | 16.5% | ||
| Q1 25 | — | 18.2% | ||
| Q4 24 | — | 25.1% | ||
| Q3 24 | — | 42.0% | ||
| Q2 24 | — | 45.2% |
资本支出强度HOODUI
| Q1 26 | — | — | ||
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.4% |
现金转化率HOODUI
| Q1 26 | 5.89× | — | ||
| Q4 25 | -1.55× | 1.13× | ||
| Q3 25 | -2.83× | 0.95× | ||
| Q2 25 | 9.09× | 0.49× | ||
| Q1 25 | 1.91× | 0.68× | ||
| Q4 24 | -1.53× | 1.11× | ||
| Q3 24 | 12.08× | 1.83× | ||
| Q2 24 | 0.29× | 2.23× |
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% |
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
