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罗宾汉（HOOD）与VinFast Auto Ltd.（VFS）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VinFast Auto Ltd.的1.5倍（$1.1B vs $718.6M），罗宾汉净利率更高（32.4% vs -2.8%，领先35.2%）
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。
VinFast Auto Ltd.是越南跨国汽车企业，由越南最大私营综合企业集团之一Vingroup创立。Vingroup由越南知名企业家潘日旺创办，业务覆盖地产、零售、医疗、科技等多个领域，是越南本土头部企业集团。
HOOD vs VFS — 直观对比
营收规模更大
HOOD
是对方的1.5倍
$718.6M
净利率更高
HOOD
高出35.2%
-2.8%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $718.6M |
| 净利润 | $346.0M | $-20.0M |
| 毛利率 | — | — |
| 营业利润率 | 38.5% | -96.1% |
| 净利率 | 32.4% | -2.8% |
| 营收同比 | 15.1% | — |
| 净利润同比 | 3.0% | — |
| 每股收益（稀释后） | $0.38 | — |
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HOODVFS
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | $718.6M | ||
| Q2 25 | $989.0M | $663.0M | ||
| Q1 25 | $927.0M | $656.5M | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $637.0M | $511.6M | ||
| Q2 24 | $682.0M | — |
净利润HOODVFS
| Q1 26 | $346.0M | — | ||
| Q4 25 | $605.0M | — | ||
| Q3 25 | $556.0M | $-20.0M | ||
| Q2 25 | $386.0M | $-51.8M | ||
| Q1 25 | $336.0M | $-26.1M | ||
| Q4 24 | $916.0M | — | ||
| Q3 24 | $150.0M | $-10.4M | ||
| Q2 24 | $188.0M | — |
营业利润率HOODVFS
| Q1 26 | 38.5% | — | ||
| Q4 25 | 51.5% | — | ||
| Q3 25 | 49.8% | -96.1% | ||
| Q2 25 | 44.7% | -79.0% | ||
| Q1 25 | 40.0% | -74.0% | ||
| Q4 24 | 55.0% | — | ||
| Q3 24 | 24.0% | -65.9% | ||
| Q2 24 | 28.0% | — |
净利率HOODVFS
| Q1 26 | 32.4% | — | ||
| Q4 25 | 47.2% | — | ||
| Q3 25 | 43.6% | -2.8% | ||
| Q2 25 | 39.0% | -7.8% | ||
| Q1 25 | 36.2% | -4.0% | ||
| Q4 24 | 90.3% | — | ||
| Q3 24 | 23.5% | -2.0% | ||
| Q2 24 | 27.6% | — |
每股收益（稀释后）HOODVFS
| Q1 26 | $0.38 | — | ||
| Q4 25 | $0.65 | — | ||
| Q3 25 | $0.61 | — | ||
| Q2 25 | $0.42 | — | ||
| Q1 25 | $0.37 | — | ||
| Q4 24 | $1.00 | — | ||
| Q3 24 | $0.17 | — | ||
| Q2 24 | $0.21 | — |
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 | $8.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $9.7B | — |
| 总资产 | $45.5B | $183.2M |
| 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HOODVFS
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.3B | — | ||
| Q3 25 | $4.3B | $8.8M | ||
| Q2 25 | $4.2B | $650.0M | ||
| Q1 25 | $4.4B | $2.4M | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.6B | $1.9M | ||
| Q2 24 | $4.5B | — |
股东权益HOODVFS
| Q1 26 | $9.7B | — | ||
| Q4 25 | $9.2B | — | ||
| Q3 25 | $8.6B | — | ||
| Q2 25 | $8.1B | $-7.2B | ||
| Q1 25 | $8.0B | — | ||
| Q4 24 | $8.0B | — | ||
| Q3 24 | $7.2B | — | ||
| Q2 24 | $7.1B | — |
总资产HOODVFS
| Q1 26 | $45.5B | — | ||
| Q4 25 | $38.1B | — | ||
| Q3 25 | $41.5B | $183.2M | ||
| Q2 25 | $35.3B | $7.2B | ||
| Q1 25 | $27.5B | $158.2M | ||
| Q4 24 | $26.2B | — | ||
| Q3 24 | $43.2B | $151.8M | ||
| Q2 24 | $41.3B | — |
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 | — |
| 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 | — | — |
| 现金转化率经营现金流/净利润 | 5.89× | — |
| 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HOODVFS
| Q1 26 | $2.0B | — | ||
| Q4 25 | $-937.0M | — | ||
| Q3 25 | $-1.6B | — | ||
| Q2 25 | $3.5B | — | ||
| Q1 25 | $642.0M | — | ||
| Q4 24 | $-1.4B | — | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $54.0M | — |
现金转化率HOODVFS
| Q1 26 | 5.89× | — | ||
| Q4 25 | -1.55× | — | ||
| Q3 25 | -2.83× | — | ||
| Q2 25 | 9.09× | — | ||
| Q1 25 | 1.91× | — | ||
| Q4 24 | -1.53× | — | ||
| Q3 24 | 12.08× | — | ||
| Q2 24 | 0.29× | — |
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% |
VFS
| Sales of vehicles | $662.9M | 92% |
| Sales of spare parts and components | $41.3M | 6% |
| Revenue from leasing activities | $12.3M | 2% |
| Finance income | $2.4M | 0% |
| Rendering of services | $1.2M | 0% |
