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直觉外科（ISRG）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
直觉外科的季度营收约是罗布乐思的2.0倍（$2.8B vs $1.4B），直觉外科净利率更高（29.8% vs -22.3%，领先52.1%），罗布乐思同比增速更快（43.2% vs 23.0%），过去两年罗布乐思的营收复合增速更高（32.9% vs 17.4%）
直觉外科（Intuitive Surgical）是美国医疗科技企业，主打研发、生产及销售微创外科手术机器人产品，核心产品为达芬奇手术系统，可有效提升患者临床治疗效果。该公司为纳斯达克100、标普100及标普500指数成分股，截至2021年末全球达芬奇系统装机量达6730台，其中美国市场占4139台。
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。
ISRG vs RBLX — 直观对比
营收规模更大
ISRG
是对方的2.0倍
$1.4B
营收增速更快
RBLX
高出20.2%
23.0%
净利率更高
ISRG
高出52.1%
-22.3%
两年增速更快
RBLX
近两年复合增速
17.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $1.4B |
| 净利润 | $826.0M | $-316.0M |
| 毛利率 | 66.1% | 77.7% |
| 营业利润率 | — | -25.3% |
| 净利率 | 29.8% | -22.3% |
| 营收同比 | 23.0% | 43.2% |
| 净利润同比 | 17.4% | -43.9% |
| 每股收益（稀释后） | $2.28 | $-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ISRGRBLX
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.9B | $1.4B | ||
| Q3 25 | $2.5B | $1.4B | ||
| Q2 25 | $2.4B | $1.1B | ||
| Q1 25 | $2.3B | $1.0B | ||
| Q4 24 | $2.4B | $988.2M | ||
| Q3 24 | $2.0B | $919.0M | ||
| Q2 24 | $2.0B | $893.5M |
净利润ISRGRBLX
| Q1 26 | $826.0M | — | ||
| Q4 25 | $794.8M | $-316.0M | ||
| Q3 25 | $704.4M | $-255.6M | ||
| Q2 25 | $658.4M | $-278.4M | ||
| Q1 25 | $698.4M | $-215.1M | ||
| Q4 24 | $685.7M | $-219.6M | ||
| Q3 24 | $565.1M | $-239.3M | ||
| Q2 24 | $526.9M | $-205.9M |
毛利率ISRGRBLX
| Q1 26 | 66.1% | — | ||
| Q4 25 | 66.4% | 77.7% | ||
| Q3 25 | 66.4% | 78.2% | ||
| Q2 25 | 66.3% | 78.2% | ||
| Q1 25 | 64.7% | 78.3% | ||
| Q4 24 | 68.0% | 77.9% | ||
| Q3 24 | 67.4% | 77.7% | ||
| Q2 24 | 68.3% | 77.8% |
营业利润率ISRGRBLX
| Q1 26 | — | — | ||
| Q4 25 | 30.2% | -25.3% | ||
| Q3 25 | 30.3% | -21.8% | ||
| Q2 25 | 30.5% | -29.8% | ||
| Q1 25 | 25.7% | -24.6% | ||
| Q4 24 | 30.4% | -24.7% | ||
| Q3 24 | 28.3% | -30.4% | ||
| Q2 24 | 28.2% | -26.6% |
净利率ISRGRBLX
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.7% | -22.3% | ||
| Q3 25 | 28.1% | -18.8% | ||
| Q2 25 | 27.0% | -25.8% | ||
| Q1 25 | 31.0% | -20.8% | ||
| Q4 24 | 28.4% | -22.2% | ||
| Q3 24 | 27.7% | -26.0% | ||
| Q2 24 | 26.2% | -23.0% |
每股收益（稀释后）ISRGRBLX
| Q1 26 | $2.28 | — | ||
| Q4 25 | $2.19 | $-0.44 | ||
| Q3 25 | $1.95 | $-0.37 | ||
| Q2 25 | $1.81 | $-0.41 | ||
| Q1 25 | $1.92 | $-0.32 | ||
| Q4 24 | $1.89 | $-0.32 | ||
| Q3 24 | $1.56 | $-0.37 | ||
| Q2 24 | $1.46 | $-0.32 |
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 | — | $3.1B |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $17.6B | $394.5M |
| 总资产 | $20.1B | $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ISRGRBLX
| Q1 26 | — | — | ||
| Q4 25 | $5.9B | $3.1B | ||
| Q3 25 | $4.9B | $2.9B | ||
| Q2 25 | $5.3B | $2.6B | ||
| Q1 25 | $4.5B | $2.7B | ||
| Q4 24 | $4.0B | $2.4B | ||
| Q3 24 | $4.2B | $2.3B | ||
| Q2 24 | $4.8B | $2.4B |
总债务ISRGRBLX
| Q1 26 | — | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ISRGRBLX
| Q1 26 | $17.6B | — | ||
| Q4 25 | $17.8B | $394.5M | ||
| Q3 25 | $16.9B | $407.6M | ||
| Q2 25 | $17.8B | $353.2M | ||
| Q1 25 | $17.1B | $310.7M | ||
| Q4 24 | $16.4B | $221.4M | ||
| Q3 24 | $15.6B | $189.9M | ||
| Q2 24 | $14.7B | $121.5M |
总资产ISRGRBLX
| Q1 26 | $20.1B | — | ||
| Q4 25 | $20.5B | $9.6B | ||
| Q3 25 | $19.4B | $8.6B | ||
| Q2 25 | $20.2B | $7.8B | ||
| Q1 25 | $19.2B | $7.5B | ||
| Q4 24 | $18.7B | $7.2B | ||
| Q3 24 | $17.7B | $6.7B | ||
| Q2 24 | $16.6B | $6.5B |
负债/权益比ISRGRBLX
| Q1 26 | — | — | ||
| Q4 25 | — | 2.98× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 5.48× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $607.0M |
| 自由现金流经营现金流 - 资本支出 | — | $308.6M |
| 自由现金流率自由现金流/营收 | — | 21.8% |
| 资本支出强度资本支出/营收 | — | 21.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $1.4B |
8季度趋势，按日历期对齐
经营现金流ISRGRBLX
| Q1 26 | — | — | ||
| Q4 25 | $892.5M | $607.0M | ||
| Q3 25 | $841.0M | $546.2M | ||
| Q2 25 | $715.4M | $199.3M | ||
| Q1 25 | $581.6M | $443.9M | ||
| Q4 24 | $822.6M | $184.5M | ||
| Q3 24 | $706.5M | $247.4M | ||
| Q2 24 | $620.5M | $151.4M |
自由现金流ISRGRBLX
| Q1 26 | — | — | ||
| Q4 25 | $730.0M | $308.6M | ||
| Q3 25 | $735.6M | $443.6M | ||
| Q2 25 | $560.1M | $176.7M | ||
| Q1 25 | $465.0M | $426.5M | ||
| Q4 24 | $510.6M | $120.6M | ||
| Q3 24 | $458.6M | $218.0M | ||
| Q2 24 | $311.1M | $111.7M |
自由现金流率ISRGRBLX
| Q1 26 | — | — | ||
| Q4 25 | 25.5% | 21.8% | ||
| Q3 25 | 29.4% | 32.6% | ||
| Q2 25 | 23.0% | 16.3% | ||
| Q1 25 | 20.6% | 41.2% | ||
| Q4 24 | 21.2% | 12.2% | ||
| Q3 24 | 22.5% | 23.7% | ||
| Q2 24 | 15.5% | 12.5% |
资本支出强度ISRGRBLX
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 21.1% | ||
| Q3 25 | 4.2% | 7.5% | ||
| Q2 25 | 6.4% | 2.1% | ||
| Q1 25 | 5.2% | 1.7% | ||
| Q4 24 | 12.9% | 6.5% | ||
| Q3 24 | 12.2% | 3.2% | ||
| Q2 24 | 15.4% | 4.4% |
现金转化率ISRGRBLX
| Q1 26 | — | — | ||
| Q4 25 | 1.12× | — | ||
| Q3 25 | 1.19× | — | ||
| Q2 25 | 1.09× | — | ||
| Q1 25 | 0.83× | — | ||
| Q4 24 | 1.20× | — | ||
| Q3 24 | 1.25× | — | ||
| Q2 24 | 1.18× | — |
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
ISRG
| Instruments and accessories | $1.7B | 61% |
| Systems | $650.7M | 23% |
| Services | $433.7M | 16% |
RBLX
暂无分部数据
