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哈贝尔（HUBB）与罗布乐思（RBLX）财务数据对比。点击上方公司名可切换其他公司
哈贝尔的季度营收约是罗布乐思的1.1倍（$1.5B vs $1.4B），哈贝尔净利率更高（14.6% vs -22.3%，领先36.9%），罗布乐思同比增速更快（43.2% vs 11.9%），哈贝尔自由现金流更多（$388.8M vs $308.6M），过去两年罗布乐思的营收复合增速更高（32.9% vs 3.3%）
哈贝尔（Hubbell Incorporated）是总部位于美国康涅狄格州谢尔顿的企业，由哈维·哈贝尔于1888年创立，1905年在康涅狄格州正式注册。公司主营电气及电子产品的设计、生产与销售，产品广泛应用于住宅、非住宅建筑、工业及公用事业等多个领域。
罗布乐思（Roblox Corporation）是总部位于美国加利福尼亚州圣马特奥的游戏企业，由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox，于2006年正式上线，截至2024年12月底全球员工规模已超2400人。
HUBB vs RBLX — 直观对比
营收规模更大
HUBB
是对方的1.1倍
$1.4B
营收增速更快
RBLX
高出31.3%
11.9%
净利率更高
HUBB
高出36.9%
-22.3%
自由现金流更多
HUBB
多$80.2M
$308.6M
两年增速更快
RBLX
近两年复合增速
3.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $1.4B |
| 净利润 | $217.7M | $-316.0M |
| 毛利率 | 34.6% | 77.7% |
| 营业利润率 | 20.3% | -25.3% |
| 净利率 | 14.6% | -22.3% |
| 营收同比 | 11.9% | 43.2% |
| 净利润同比 | 10.5% | -43.9% |
| 每股收益（稀释后） | $4.06 | $-0.44 |
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HUBBRBLX
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.5B | $1.4B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.4B | $1.0B | ||
| Q4 24 | $1.3B | $988.2M | ||
| Q3 24 | $1.4B | $919.0M | ||
| Q2 24 | $1.5B | $893.5M | ||
| Q1 24 | $1.4B | $801.3M |
净利润HUBBRBLX
| Q4 25 | $217.7M | $-316.0M | ||
| Q3 25 | $255.5M | $-255.6M | ||
| Q2 25 | $244.2M | $-278.4M | ||
| Q1 25 | $169.7M | $-215.1M | ||
| Q4 24 | $197.0M | $-219.6M | ||
| Q3 24 | $219.4M | $-239.3M | ||
| Q2 24 | $213.6M | $-205.9M | ||
| Q1 24 | $147.8M | $-270.6M |
毛利率HUBBRBLX
| Q4 25 | 34.6% | 77.7% | ||
| Q3 25 | 36.2% | 78.2% | ||
| Q2 25 | 37.2% | 78.2% | ||
| Q1 25 | 33.1% | 78.3% | ||
| Q4 24 | 33.8% | 77.9% | ||
| Q3 24 | 34.5% | 77.7% | ||
| Q2 24 | 35.0% | 77.8% | ||
| Q1 24 | 32.0% | 77.7% |
营业利润率HUBBRBLX
| Q4 25 | 20.3% | -25.3% | ||
| Q3 25 | 22.0% | -21.8% | ||
| Q2 25 | 22.7% | -29.8% | ||
| Q1 25 | 17.5% | -24.6% | ||
| Q4 24 | 19.3% | -24.7% | ||
| Q3 24 | 21.1% | -30.4% | ||
| Q2 24 | 20.7% | -26.6% | ||
| Q1 24 | 16.3% | -37.7% |
净利率HUBBRBLX
| Q4 25 | 14.6% | -22.3% | ||
| Q3 25 | 17.0% | -18.8% | ||
| Q2 25 | 16.5% | -25.8% | ||
| Q1 25 | 12.4% | -20.8% | ||
| Q4 24 | 14.8% | -22.2% | ||
| Q3 24 | 15.2% | -26.0% | ||
| Q2 24 | 14.7% | -23.0% | ||
| Q1 24 | 10.6% | -33.8% |
每股收益（稀释后）HUBBRBLX
| Q4 25 | $4.06 | $-0.44 | ||
| Q3 25 | $4.77 | $-0.37 | ||
| Q2 25 | $4.56 | $-0.41 | ||
| Q1 25 | $3.15 | $-0.32 | ||
| Q4 24 | $3.65 | $-0.32 | ||
| Q3 24 | $4.05 | $-0.37 | ||
| Q2 24 | $3.94 | $-0.32 | ||
| Q1 24 | $2.73 | $-0.43 |
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 | $497.9M | $3.1B |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $3.8B | $394.5M |
| 总资产 | $8.2B | $9.6B |
| 负债/权益比越低杠杆越低 | — | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资HUBBRBLX
| Q4 25 | $497.9M | $3.1B | ||
| Q3 25 | $680.9M | $2.9B | ||
| Q2 25 | $399.6M | $2.6B | ||
| Q1 25 | $360.3M | $2.7B | ||
| Q4 24 | $345.0M | $2.4B | ||
| Q3 24 | $445.6M | $2.3B | ||
| Q2 24 | $406.5M | $2.4B | ||
| Q1 24 | $400.3M | $2.4B |
总债务HUBBRBLX
| Q4 25 | — | $1.2B | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.4B | $1.2B | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.9B | — | ||
| Q1 24 | $1.9B | — |
股东权益HUBBRBLX
| Q4 25 | $3.8B | $394.5M | ||
| Q3 25 | $3.7B | $407.6M | ||
| Q2 25 | $3.5B | $353.2M | ||
| Q1 25 | $3.3B | $310.7M | ||
| Q4 24 | $3.3B | $221.4M | ||
| Q3 24 | $3.2B | $189.9M | ||
| Q2 24 | $3.1B | $121.5M | ||
| Q1 24 | $2.9B | $71.6M |
总资产HUBBRBLX
| Q4 25 | $8.2B | $9.6B | ||
| Q3 25 | $7.5B | $8.6B | ||
| Q2 25 | $7.1B | $7.8B | ||
| Q1 25 | $6.9B | $7.5B | ||
| Q4 24 | $6.7B | $7.2B | ||
| Q3 24 | $6.9B | $6.7B | ||
| Q2 24 | $6.9B | $6.5B | ||
| Q1 24 | $6.9B | $6.3B |
负债/权益比HUBBRBLX
| Q4 25 | — | 2.98× | ||
| Q3 25 | 0.39× | — | ||
| Q2 25 | 0.41× | — | ||
| Q1 25 | 0.44× | — | ||
| Q4 24 | 0.44× | 5.48× | ||
| Q3 24 | 0.51× | — | ||
| Q2 24 | 0.63× | — | ||
| Q1 24 | 0.65× | — |
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 | $447.5M | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $388.8M | $308.6M |
| 自由现金流率自由现金流/营收 | 26.0% | 21.8% |
| 资本支出强度资本支出/营收 | 3.9% | 21.1% |
| 现金转化率经营现金流/净利润 | 2.06× | — |
| 过去12个月自由现金流最近4个季度 | $874.7M | $1.4B |
8季度趋势，按日历期对齐
经营现金流HUBBRBLX
| Q4 25 | $447.5M | $607.0M | ||
| Q3 25 | $284.3M | $546.2M | ||
| Q2 25 | $260.6M | $199.3M | ||
| Q1 25 | $37.4M | $443.9M | ||
| Q4 24 | $432.4M | $184.5M | ||
| Q3 24 | $227.0M | $247.4M | ||
| Q2 24 | $239.6M | $151.4M | ||
| Q1 24 | $92.2M | $238.9M |
自由现金流HUBBRBLX
| Q4 25 | $388.8M | $308.6M | ||
| Q3 25 | $253.8M | $443.6M | ||
| Q2 25 | $220.7M | $176.7M | ||
| Q1 25 | $11.4M | $426.5M | ||
| Q4 24 | $364.4M | $120.6M | ||
| Q3 24 | $188.8M | $218.0M | ||
| Q2 24 | $205.7M | $111.7M | ||
| Q1 24 | $51.9M | $192.3M |
自由现金流率HUBBRBLX
| Q4 25 | 26.0% | 21.8% | ||
| Q3 25 | 16.9% | 32.6% | ||
| Q2 25 | 14.9% | 16.3% | ||
| Q1 25 | 0.8% | 41.2% | ||
| Q4 24 | 27.3% | 12.2% | ||
| Q3 24 | 13.1% | 23.7% | ||
| Q2 24 | 14.2% | 12.5% | ||
| Q1 24 | 3.7% | 24.0% |
资本支出强度HUBBRBLX
| Q4 25 | 3.9% | 21.1% | ||
| Q3 25 | 2.0% | 7.5% | ||
| Q2 25 | 2.7% | 2.1% | ||
| Q1 25 | 1.9% | 1.7% | ||
| Q4 24 | 5.1% | 6.5% | ||
| Q3 24 | 2.6% | 3.2% | ||
| Q2 24 | 2.3% | 4.4% | ||
| Q1 24 | 2.9% | 5.8% |
现金转化率HUBBRBLX
| Q4 25 | 2.06× | — | ||
| Q3 25 | 1.11× | — | ||
| Q2 25 | 1.07× | — | ||
| Q1 25 | 0.22× | — | ||
| Q4 24 | 2.19× | — | ||
| Q3 24 | 1.03× | — | ||
| Q2 24 | 1.12× | — | ||
| Q1 24 | 0.62× | — |
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
HUBB
| Grid Infrastructure | $717.0M | 48% |
| Industrial | $393.7M | 26% |
| Grid Automation | $218.9M | 15% |
| Electrical Products | $163.1M | 11% |
RBLX
暂无分部数据
