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罗宾汉（HOOD）与Block, Inc.（XYZ）财务数据对比。点击上方公司名可切换其他公司
Block, Inc.的季度营收约是罗宾汉的6.7倍（$6.3B vs $927.0M），罗宾汉净利率更高（36.2% vs 1.9%，领先34.4%），Block, Inc.同比增速更快（3.6% vs -27.7%），过去两年罗宾汉的营收复合增速更高（16.6% vs 2.4%）
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。
Block, Inc.是美国科技企业，面向消费者与商户提供金融服务，由杰克·多尔西于2009年创立，是美国销售点系统领域的市场领导者。截至2024年，平台服务5700万用户及400万商户，年支付处理规模达2410亿美元。
HOOD vs XYZ — 直观对比
营收规模更大
XYZ
是对方的6.7倍
$927.0M
营收增速更快
XYZ
高出31.4%
-27.7%
净利率更高
HOOD
高出34.4%
1.9%
两年增速更快
HOOD
近两年复合增速
2.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $927.0M | $6.3B |
| 净利润 | $336.0M | $115.8M |
| 毛利率 | — | 45.9% |
| 营业利润率 | — | 7.8% |
| 净利率 | 36.2% | 1.9% |
| 营收同比 | -27.7% | 3.6% |
| 净利润同比 | -2.9% | -94.1% |
| 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HOODXYZ
| Q1 26 | $927.0M | — | ||
| Q4 25 | $1.3B | $6.3B | ||
| Q3 25 | $1.3B | $6.1B | ||
| Q2 25 | $989.0M | $6.1B | ||
| Q1 25 | $927.0M | $5.8B | ||
| Q4 24 | $1.0B | $6.0B | ||
| Q3 24 | $637.0M | $6.0B | ||
| Q2 24 | $682.0M | $6.2B |
净利润HOODXYZ
| Q1 26 | $336.0M | — | ||
| Q4 25 | $605.0M | $115.8M | ||
| Q3 25 | $556.0M | $461.5M | ||
| Q2 25 | $386.0M | $538.5M | ||
| Q1 25 | $336.0M | $189.9M | ||
| Q4 24 | $916.0M | $1.9B | ||
| Q3 24 | $150.0M | $283.8M | ||
| Q2 24 | $188.0M | $195.3M |
毛利率HOODXYZ
| Q1 26 | — | — | ||
| Q4 25 | — | 45.9% | ||
| Q3 25 | — | 43.5% | ||
| Q2 25 | — | 41.9% | ||
| Q1 25 | — | 39.7% | ||
| Q4 24 | — | 38.3% | ||
| Q3 24 | — | 37.6% | ||
| Q2 24 | — | 36.3% |
营业利润率HOODXYZ
| Q1 26 | — | — | ||
| Q4 25 | 51.5% | 7.8% | ||
| Q3 25 | 49.8% | 6.7% | ||
| Q2 25 | 44.7% | 8.0% | ||
| Q1 25 | 40.0% | 5.7% | ||
| Q4 24 | 55.0% | 0.2% | ||
| Q3 24 | 24.0% | 5.4% | ||
| Q2 24 | 28.0% | 5.0% |
净利率HOODXYZ
| Q1 26 | 36.2% | — | ||
| Q4 25 | 47.2% | 1.9% | ||
| Q3 25 | 43.6% | 7.5% | ||
| Q2 25 | 39.0% | 8.9% | ||
| Q1 25 | 36.2% | 3.3% | ||
| Q4 24 | 90.3% | 32.3% | ||
| Q3 24 | 23.5% | 4.7% | ||
| Q2 24 | 27.6% | 3.2% |
每股收益（稀释后）HOODXYZ
| Q1 26 | $336.00 | — | ||
| Q4 25 | $0.65 | $0.19 | ||
| Q3 25 | $0.61 | $0.74 | ||
| Q2 25 | $0.42 | $0.87 | ||
| Q1 25 | $0.37 | $0.30 | ||
| Q4 24 | $1.00 | $3.06 | ||
| Q3 24 | $0.17 | $0.45 | ||
| Q2 24 | $0.21 | $0.31 |
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 | $6.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $9.2B | $22.2B |
| 总资产 | $38.1B | $39.5B |
| 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HOODXYZ
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $6.6B | ||
| Q3 25 | $4.3B | $8.3B | ||
| Q2 25 | $4.2B | $6.4B | ||
| Q1 25 | $4.4B | $7.1B | ||
| Q4 24 | $4.3B | $8.1B | ||
| Q3 24 | $4.6B | $8.3B | ||
| Q2 24 | $4.5B | $7.8B |
总债务HOODXYZ
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $7.3B | ||
| Q2 25 | — | $5.1B | ||
| Q1 25 | — | $5.1B | ||
| Q4 24 | — | $6.1B | ||
| Q3 24 | — | $6.1B | ||
| Q2 24 | — | $6.1B |
股东权益HOODXYZ
| Q1 26 | $9.2B | — | ||
| Q4 25 | $9.2B | $22.2B | ||
| Q3 25 | $8.6B | $22.5B | ||
| Q2 25 | $8.1B | $22.2B | ||
| Q1 25 | $8.0B | $21.5B | ||
| Q4 24 | $8.0B | $21.3B | ||
| Q3 24 | $7.2B | $19.9B | ||
| Q2 24 | $7.1B | $19.3B |
总资产HOODXYZ
| Q1 26 | $38.1B | — | ||
| Q4 25 | $38.1B | $39.5B | ||
| Q3 25 | $41.5B | $39.2B | ||
| Q2 25 | $35.3B | $36.9B | ||
| Q1 25 | $27.5B | $36.4B | ||
| Q4 24 | $26.2B | $36.8B | ||
| Q3 24 | $43.2B | $36.4B | ||
| Q2 24 | $41.3B | $37.5B |
负债/权益比HOODXYZ
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.23× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 0.29× | ||
| Q3 24 | — | 0.31× | ||
| Q2 24 | — | 0.32× |
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 | $621.0M |
| 自由现金流经营现金流 - 资本支出 | — | $579.8M |
| 自由现金流率自由现金流/营收 | — | 9.3% |
| 资本支出强度资本支出/营收 | — | 0.7% |
| 现金转化率经营现金流/净利润 | 1.91× | 5.36× |
| 过去12个月自由现金流最近4个季度 | — | $2.4B |
8季度趋势，按日历期对齐
经营现金流HOODXYZ
| Q1 26 | $642.0M | — | ||
| Q4 25 | $-937.0M | $621.0M | ||
| Q3 25 | $-1.6B | $1.5B | ||
| Q2 25 | $3.5B | $374.3M | ||
| Q1 25 | $642.0M | $133.3M | ||
| Q4 24 | $-1.4B | $13.8M | ||
| Q3 24 | $1.8B | $684.8M | ||
| Q2 24 | $54.0M | $519.4M |
自由现金流HOODXYZ
| Q1 26 | — | — | ||
| Q4 25 | — | $579.8M | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | — | $343.0M | ||
| Q1 25 | — | $101.5M | ||
| Q4 24 | — | $-13.2M | ||
| Q3 24 | — | $628.2M | ||
| Q2 24 | — | $481.0M |
自由现金流率HOODXYZ
| Q1 26 | — | — | ||
| Q4 25 | — | 9.3% | ||
| Q3 25 | — | 22.9% | ||
| Q2 25 | — | 5.7% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | — | -0.2% | ||
| Q3 24 | — | 10.5% | ||
| Q2 24 | — | 7.8% |
资本支出强度HOODXYZ
| Q1 26 | — | — | ||
| Q4 25 | — | 0.7% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.4% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | 0.6% |
现金转化率HOODXYZ
| Q1 26 | 1.91× | — | ||
| Q4 25 | -1.55× | 5.36× | ||
| Q3 25 | -2.83× | 3.14× | ||
| Q2 25 | 9.09× | 0.70× | ||
| Q1 25 | 1.91× | 0.70× | ||
| Q4 24 | -1.53× | 0.01× | ||
| Q3 24 | 12.08× | 2.41× | ||
| Q2 24 | 0.29× | 2.66× |
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% |
XYZ
| US | $5.7B | 91% |
| Non Us | $560.9M | 9% |
