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罗宾汉（HOOD）与WINNEBAGO INDUSTRIES INC（WGO）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WINNEBAGO INDUSTRIES INC的1.3倍（$927.0M vs $702.7M），罗宾汉净利率更高（36.2% vs 0.8%，领先35.5%），WINNEBAGO INDUSTRIES INC同比增速更快（12.3% vs -27.7%），过去两年罗宾汉的营收复合增速更高（16.6% vs -4.5%）
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。
温尼贝戈工业是美国知名的房车制造商，主营 recreational vehicle（ recreational vehicle 即休闲旅居车）生产制造，2018年收购克里斯-克拉夫特公司后进军摩托艇制造领域，企业也曾产出中轻型多用途车等相关产品，公司名称源自其原总部所在地爱荷华州的温纳贝戈县。
HOOD vs WGO — 直观对比
营收规模更大
HOOD
是对方的1.3倍
$702.7M
营收增速更快
WGO
高出40.1%
-27.7%
净利率更高
HOOD
高出35.5%
0.8%
两年增速更快
HOOD
近两年复合增速
-4.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $927.0M | $702.7M |
| 净利润 | $336.0M | $5.5M |
| 毛利率 | — | 12.7% |
| 营业利润率 | — | 2.0% |
| 净利率 | 36.2% | 0.8% |
| 营收同比 | -27.7% | 12.3% |
| 净利润同比 | -2.9% | 205.8% |
| 每股收益（稀释后） | $336.00 | $0.19 |
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HOODWGO
| Q1 26 | $927.0M | — | ||
| Q4 25 | $1.3B | $702.7M | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $989.0M | $775.1M | ||
| Q1 25 | $927.0M | — | ||
| Q4 24 | $1.0B | $625.6M | ||
| Q3 24 | $637.0M | $720.9M | ||
| Q2 24 | $682.0M | $786.0M |
净利润HOODWGO
| Q1 26 | $336.0M | — | ||
| Q4 25 | $605.0M | $5.5M | ||
| Q3 25 | $556.0M | — | ||
| Q2 25 | $386.0M | $17.6M | ||
| Q1 25 | $336.0M | — | ||
| Q4 24 | $916.0M | $-5.2M | ||
| Q3 24 | $150.0M | $-29.1M | ||
| Q2 24 | $188.0M | $29.0M |
毛利率HOODWGO
| Q1 26 | — | — | ||
| Q4 25 | — | 12.7% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 13.7% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 12.3% | ||
| Q3 24 | — | 13.1% | ||
| Q2 24 | — | 15.0% |
营业利润率HOODWGO
| Q1 26 | — | — | ||
| Q4 25 | 51.5% | 2.0% | ||
| Q3 25 | 49.8% | — | ||
| Q2 25 | 44.7% | 3.9% | ||
| Q1 25 | 40.0% | — | ||
| Q4 24 | 55.0% | -0.1% | ||
| Q3 24 | 24.0% | -2.5% | ||
| Q2 24 | 28.0% | 5.5% |
净利率HOODWGO
| Q1 26 | 36.2% | — | ||
| Q4 25 | 47.2% | 0.8% | ||
| Q3 25 | 43.6% | — | ||
| Q2 25 | 39.0% | 2.3% | ||
| Q1 25 | 36.2% | — | ||
| Q4 24 | 90.3% | -0.8% | ||
| Q3 24 | 23.5% | -4.0% | ||
| Q2 24 | 27.6% | 3.7% |
每股收益（稀释后）HOODWGO
| Q1 26 | $336.00 | — | ||
| Q4 25 | $0.65 | $0.19 | ||
| Q3 25 | $0.61 | — | ||
| Q2 25 | $0.42 | $0.62 | ||
| Q1 25 | $0.37 | — | ||
| Q4 24 | $1.00 | $-0.18 | ||
| Q3 24 | $0.17 | $-0.87 | ||
| Q2 24 | $0.21 | $0.96 |
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 | $181.7M |
| 总债务越低越好 | — | $541.0M |
| 股东权益账面价值 | $9.2B | $1.2B |
| 总资产 | $38.1B | $2.1B |
| 负债/权益比越低杠杆越低 | — | 0.44× |
8季度趋势，按日历期对齐
现金及短期投资HOODWGO
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $181.7M | ||
| Q3 25 | $4.3B | — | ||
| Q2 25 | $4.2B | $10.5M | ||
| Q1 25 | $4.4B | — | ||
| Q4 24 | $4.3B | $262.5M | ||
| Q3 24 | $4.6B | $330.9M | ||
| Q2 24 | $4.5B | $318.1M |
总债务HOODWGO
| Q1 26 | — | — | ||
| Q4 25 | — | $541.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $539.9M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $637.7M | ||
| Q3 24 | — | $637.1M | ||
| Q2 24 | — | $636.4M |
股东权益HOODWGO
| Q1 26 | $9.2B | — | ||
| Q4 25 | $9.2B | $1.2B | ||
| Q3 25 | $8.6B | — | ||
| Q2 25 | $8.1B | $1.2B | ||
| Q1 25 | $8.0B | — | ||
| Q4 24 | $8.0B | $1.2B | ||
| Q3 24 | $7.2B | $1.3B | ||
| Q2 24 | $7.1B | $1.3B |
总资产HOODWGO
| Q1 26 | $38.1B | — | ||
| Q4 25 | $38.1B | $2.1B | ||
| Q3 25 | $41.5B | — | ||
| Q2 25 | $35.3B | $2.1B | ||
| Q1 25 | $27.5B | — | ||
| Q4 24 | $26.2B | $2.3B | ||
| Q3 24 | $43.2B | $2.4B | ||
| Q2 24 | $41.3B | $2.4B |
负债/权益比HOODWGO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.44× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.51× | ||
| Q3 24 | — | 0.50× | ||
| Q2 24 | — | 0.48× |
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 | $25.4M |
| 自由现金流经营现金流 - 资本支出 | — | $19.8M |
| 自由现金流率自由现金流/营收 | — | 2.8% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | 1.91× | 4.62× |
| 过去12个月自由现金流最近4个季度 | — | $-32.4M |
8季度趋势，按日历期对齐
经营现金流HOODWGO
| Q1 26 | $642.0M | — | ||
| Q4 25 | $-937.0M | $25.4M | ||
| Q3 25 | $-1.6B | — | ||
| Q2 25 | $3.5B | $-35.8M | ||
| Q1 25 | $642.0M | — | ||
| Q4 24 | $-1.4B | $-16.7M | ||
| Q3 24 | $1.8B | $40.7M | ||
| Q2 24 | $54.0M | $99.4M |
自由现金流HOODWGO
| Q1 26 | — | — | ||
| Q4 25 | — | $19.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $-55.0M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $-26.7M | ||
| Q3 24 | — | $29.5M | ||
| Q2 24 | — | $88.4M |
自由现金流率HOODWGO
| Q1 26 | — | — | ||
| Q4 25 | — | 2.8% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -7.1% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -4.3% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | — | 11.2% |
资本支出强度HOODWGO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | — | 1.4% |
现金转化率HOODWGO
| Q1 26 | 1.91× | — | ||
| Q4 25 | -1.55× | 4.62× | ||
| Q3 25 | -2.83× | — | ||
| Q2 25 | 9.09× | -2.03× | ||
| Q1 25 | 1.91× | — | ||
| Q4 24 | -1.53× | — | ||
| Q3 24 | 12.08× | — | ||
| Q2 24 | 0.29× | 3.43× |
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% |
WGO
| Travel Trailer | $139.2M | 20% |
| Class C And Other | $131.0M | 19% |
| Fifth Wheel | $116.0M | 17% |
| Class A | $97.4M | 14% |
| Marine Segment | $79.2M | 11% |
| Class B | $76.3M | 11% |
| Other | $56.4M | 8% |
