vs
哈贝尔（HUBB）与ROKU, INC（ROKU）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ROKU, INC的1.1倍（$1.5B vs $1.4B），哈贝尔净利率更高（14.6% vs 5.8%，领先8.8%），ROKU, INC同比增速更快（16.1% vs 11.9%），哈贝尔自由现金流更多（$388.8M vs $106.6M），过去两年ROKU, INC的营收复合增速更高（25.8% 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。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
HUBB vs ROKU — 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
ROKU
高出4.3%
11.9%
净利率更高
HUBB
高出8.8%
5.8%
自由现金流更多
HUBB
多$282.2M
$106.6M
两年增速更快
ROKU
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 | $80.5M |
| 毛利率 | 34.6% | 43.5% |
| 营业利润率 | 20.3% | 4.7% |
| 净利率 | 14.6% | 5.8% |
| 营收同比 | 11.9% | 16.1% |
| 净利润同比 | 10.5% | 326.4% |
| 每股收益（稀释后） | $4.06 | $0.55 |
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HUBBROKU
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.4B | $1.0B | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.4B | $1.1B | ||
| Q2 24 | $1.5B | $968.2M | ||
| Q1 24 | $1.4B | $881.5M |
净利润HUBBROKU
| Q4 25 | $217.7M | $80.5M | ||
| Q3 25 | $255.5M | $24.8M | ||
| Q2 25 | $244.2M | $10.5M | ||
| Q1 25 | $169.7M | $-27.4M | ||
| Q4 24 | $197.0M | $-35.5M | ||
| Q3 24 | $219.4M | $-9.0M | ||
| Q2 24 | $213.6M | $-34.0M | ||
| Q1 24 | $147.8M | $-50.9M |
毛利率HUBBROKU
| Q4 25 | 34.6% | 43.5% | ||
| Q3 25 | 36.2% | 43.4% | ||
| Q2 25 | 37.2% | 44.8% | ||
| Q1 25 | 33.1% | 43.6% | ||
| Q4 24 | 33.8% | 42.7% | ||
| Q3 24 | 34.5% | 45.2% | ||
| Q2 24 | 35.0% | 43.9% | ||
| Q1 24 | 32.0% | 44.1% |
营业利润率HUBBROKU
| Q4 25 | 20.3% | 4.7% | ||
| Q3 25 | 22.0% | 0.8% | ||
| Q2 25 | 22.7% | -2.1% | ||
| Q1 25 | 17.5% | -5.7% | ||
| Q4 24 | 19.3% | -3.3% | ||
| Q3 24 | 21.1% | -3.4% | ||
| Q2 24 | 20.7% | -7.4% | ||
| Q1 24 | 16.3% | -8.2% |
净利率HUBBROKU
| Q4 25 | 14.6% | 5.8% | ||
| Q3 25 | 17.0% | 2.0% | ||
| Q2 25 | 16.5% | 0.9% | ||
| Q1 25 | 12.4% | -2.7% | ||
| Q4 24 | 14.8% | -3.0% | ||
| Q3 24 | 15.2% | -0.9% | ||
| Q2 24 | 14.7% | -3.5% | ||
| Q1 24 | 10.6% | -5.8% |
每股收益（稀释后）HUBBROKU
| Q4 25 | $4.06 | $0.55 | ||
| Q3 25 | $4.77 | $0.16 | ||
| Q2 25 | $4.56 | $0.07 | ||
| Q1 25 | $3.15 | $-0.19 | ||
| Q4 24 | $3.65 | $-0.24 | ||
| Q3 24 | $4.05 | $-0.06 | ||
| Q2 24 | $3.94 | $-0.24 | ||
| Q1 24 | $2.73 | $-0.35 |
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 | $2.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.8B | $2.7B |
| 总资产 | $8.2B | $4.4B |
| 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HUBBROKU
| Q4 25 | $497.9M | $2.3B | ||
| Q3 25 | $680.9M | $2.3B | ||
| Q2 25 | $399.6M | $2.3B | ||
| Q1 25 | $360.3M | $2.3B | ||
| Q4 24 | $345.0M | $2.2B | ||
| Q3 24 | $445.6M | $2.1B | ||
| Q2 24 | $406.5M | $2.1B | ||
| Q1 24 | $400.3M | $2.1B |
总债务HUBBROKU
| Q4 25 | — | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.9B | — | ||
| Q1 24 | $1.9B | — |
股东权益HUBBROKU
| Q4 25 | $3.8B | $2.7B | ||
| Q3 25 | $3.7B | $2.6B | ||
| Q2 25 | $3.5B | $2.6B | ||
| Q1 25 | $3.3B | $2.5B | ||
| Q4 24 | $3.3B | $2.5B | ||
| Q3 24 | $3.2B | $2.5B | ||
| Q2 24 | $3.1B | $2.4B | ||
| Q1 24 | $2.9B | $2.4B |
总资产HUBBROKU
| Q4 25 | $8.2B | $4.4B | ||
| Q3 25 | $7.5B | $4.4B | ||
| Q2 25 | $7.1B | $4.3B | ||
| Q1 25 | $6.9B | $4.2B | ||
| Q4 24 | $6.7B | $4.3B | ||
| Q3 24 | $6.9B | $4.3B | ||
| Q2 24 | $6.9B | $4.1B | ||
| Q1 24 | $6.9B | $4.2B |
负债/权益比HUBBROKU
| Q4 25 | — | — | ||
| Q3 25 | 0.39× | — | ||
| Q2 25 | 0.41× | — | ||
| Q1 25 | 0.44× | — | ||
| Q4 24 | 0.44× | — | ||
| 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 | $107.7M |
| 自由现金流经营现金流 - 资本支出 | $388.8M | $106.6M |
| 自由现金流率自由现金流/营收 | 26.0% | 7.6% |
| 资本支出强度资本支出/营收 | 3.9% | 0.1% |
| 现金转化率经营现金流/净利润 | 2.06× | 1.34× |
| 过去12个月自由现金流最近4个季度 | $874.7M | $478.4M |
8季度趋势，按日历期对齐
经营现金流HUBBROKU
| Q4 25 | $447.5M | $107.7M | ||
| Q3 25 | $284.3M | $127.6M | ||
| Q2 25 | $260.6M | $109.7M | ||
| Q1 25 | $37.4M | $138.7M | ||
| Q4 24 | $432.4M | $79.3M | ||
| Q3 24 | $227.0M | $68.7M | ||
| Q2 24 | $239.6M | $23.4M | ||
| Q1 24 | $92.2M | $46.7M |
自由现金流HUBBROKU
| Q4 25 | $388.8M | $106.6M | ||
| Q3 25 | $253.8M | $126.5M | ||
| Q2 25 | $220.7M | $108.6M | ||
| Q1 25 | $11.4M | $136.8M | ||
| Q4 24 | $364.4M | $76.8M | ||
| Q3 24 | $188.8M | $67.6M | ||
| Q2 24 | $205.7M | $22.5M | ||
| Q1 24 | $51.9M | $46.0M |
自由现金流率HUBBROKU
| Q4 25 | 26.0% | 7.6% | ||
| Q3 25 | 16.9% | 10.4% | ||
| Q2 25 | 14.9% | 9.8% | ||
| Q1 25 | 0.8% | 13.4% | ||
| Q4 24 | 27.3% | 6.4% | ||
| Q3 24 | 13.1% | 6.4% | ||
| Q2 24 | 14.2% | 2.3% | ||
| Q1 24 | 3.7% | 5.2% |
资本支出强度HUBBROKU
| Q4 25 | 3.9% | 0.1% | ||
| Q3 25 | 2.0% | 0.1% | ||
| Q2 25 | 2.7% | 0.1% | ||
| Q1 25 | 1.9% | 0.2% | ||
| Q4 24 | 5.1% | 0.2% | ||
| Q3 24 | 2.6% | 0.1% | ||
| Q2 24 | 2.3% | 0.1% | ||
| Q1 24 | 2.9% | 0.1% |
现金转化率HUBBROKU
| Q4 25 | 2.06× | 1.34× | ||
| Q3 25 | 1.11× | 5.14× | ||
| Q2 25 | 1.07× | 10.45× | ||
| 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% |
ROKU
| Services | $1.2B | 88% |
| Products | $170.9M | 12% |
