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景顺（IVZ）与ROKU, INC（ROKU）财务数据对比。点击上方公司名可切换其他公司
景顺的季度营收约是ROKU, INC的1.2倍（$1.7B vs $1.4B），ROKU, INC净利率更高（5.8% vs -58.9%，领先64.6%），ROKU, INC同比增速更快（16.1% vs 6.2%），景顺自由现金流更多（$432.2M vs $106.6M），过去两年ROKU, INC的营收复合增速更高（25.8% vs 7.1%）
景顺是总部位于美国佐治亚州亚特兰大的独立投资管理企业，在全球20个国家设有分支机构，旗下运营景顺、Invesco Perpetual、PowerShares等品牌，普通股为标普500指数成分股，于纽约证券交易所挂牌交易。
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。
IVZ vs ROKU — 直观对比
营收规模更大
IVZ
是对方的1.2倍
$1.4B
营收增速更快
ROKU
高出9.9%
6.2%
净利率更高
ROKU
高出64.6%
-58.9%
自由现金流更多
IVZ
多$325.6M
$106.6M
两年增速更快
ROKU
近两年复合增速
7.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.4B |
| 净利润 | $-995.9M | $80.5M |
| 毛利率 | — | 43.5% |
| 营业利润率 | -86.2% | 4.7% |
| 净利率 | -58.9% | 5.8% |
| 营收同比 | 6.2% | 16.1% |
| 净利润同比 | -575.8% | 326.4% |
| 每股收益（稀释后） | $-2.61 | $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IVZROKU
| Q4 25 | $1.7B | $1.4B | ||
| Q3 25 | $1.6B | $1.2B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.5B | $1.0B | ||
| Q4 24 | $1.6B | $1.2B | ||
| Q3 24 | $1.5B | $1.1B | ||
| Q2 24 | $1.5B | $968.2M | ||
| Q1 24 | $1.5B | $881.5M |
净利润IVZROKU
| Q4 25 | $-995.9M | $80.5M | ||
| Q3 25 | $356.4M | $24.8M | ||
| Q2 25 | $197.4M | $10.5M | ||
| Q1 25 | $171.1M | $-27.4M | ||
| Q4 24 | $209.3M | $-35.5M | ||
| Q3 24 | $55.0M | $-9.0M | ||
| Q2 24 | $132.2M | $-34.0M | ||
| Q1 24 | $141.5M | $-50.9M |
毛利率IVZROKU
| Q4 25 | — | 43.5% | ||
| Q3 25 | — | 43.4% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 43.6% | ||
| Q4 24 | — | 42.7% | ||
| Q3 24 | — | 45.2% | ||
| Q2 24 | — | 43.9% | ||
| Q1 24 | — | 44.1% |
营业利润率IVZROKU
| Q4 25 | -86.2% | 4.7% | ||
| Q3 25 | 16.5% | 0.8% | ||
| Q2 25 | 14.1% | -2.1% | ||
| Q1 25 | 18.1% | -5.7% | ||
| Q4 24 | 19.6% | -3.3% | ||
| Q3 24 | 6.6% | -3.4% | ||
| Q2 24 | 13.9% | -7.4% | ||
| Q1 24 | 14.4% | -8.2% |
净利率IVZROKU
| Q4 25 | -58.9% | 5.8% | ||
| Q3 25 | 21.7% | 2.0% | ||
| Q2 25 | 13.0% | 0.9% | ||
| Q1 25 | 11.2% | -2.7% | ||
| Q4 24 | 13.1% | -3.0% | ||
| Q3 24 | 3.6% | -0.9% | ||
| Q2 24 | 8.9% | -3.5% | ||
| Q1 24 | 9.6% | -5.8% |
每股收益（稀释后）IVZROKU
| Q4 25 | $-2.61 | $0.55 | ||
| Q3 25 | $0.66 | $0.16 | ||
| Q2 25 | $-0.03 | $0.07 | ||
| Q1 25 | $0.38 | $-0.19 | ||
| Q4 24 | $0.46 | $-0.24 | ||
| Q3 24 | $0.12 | $-0.06 | ||
| Q2 24 | $0.29 | $-0.24 | ||
| Q1 24 | $0.31 | $-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 | $1.0B | $2.3B |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $12.2B | $2.7B |
| 总资产 | $27.1B | $4.4B |
| 负债/权益比越低杠杆越低 | 0.15× | — |
8季度趋势，按日历期对齐
现金及短期投资IVZROKU
| Q4 25 | $1.0B | $2.3B | ||
| Q3 25 | $973.1M | $2.3B | ||
| Q2 25 | $922.7M | $2.3B | ||
| Q1 25 | $821.7M | $2.3B | ||
| Q4 24 | $986.5M | $2.2B | ||
| Q3 24 | $1.0B | $2.1B | ||
| Q2 24 | $878.5M | $2.1B | ||
| Q1 24 | $895.7M | $2.1B |
总债务IVZROKU
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $964.8M | — | ||
| Q4 24 | $890.6M | — | ||
| Q3 24 | $890.3M | — | ||
| Q2 24 | $890.1M | — | ||
| Q1 24 | $1.3B | — |
股东权益IVZROKU
| Q4 25 | $12.2B | $2.7B | ||
| Q3 25 | $14.0B | $2.6B | ||
| Q2 25 | $13.9B | $2.6B | ||
| Q1 25 | $14.7B | $2.5B | ||
| Q4 24 | $14.6B | $2.5B | ||
| Q3 24 | $14.8B | $2.5B | ||
| Q2 24 | $14.6B | $2.4B | ||
| Q1 24 | $14.6B | $2.4B |
总资产IVZROKU
| Q4 25 | $27.1B | $4.4B | ||
| Q3 25 | $28.4B | $4.4B | ||
| Q2 25 | $28.5B | $4.3B | ||
| Q1 25 | $28.1B | $4.2B | ||
| Q4 24 | $27.0B | $4.3B | ||
| Q3 24 | $27.5B | $4.3B | ||
| Q2 24 | $27.2B | $4.1B | ||
| Q1 24 | $28.1B | $4.2B |
负债/权益比IVZROKU
| Q4 25 | 0.15× | — | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.14× | — | ||
| Q1 25 | 0.07× | — | ||
| Q4 24 | 0.06× | — | ||
| Q3 24 | 0.06× | — | ||
| Q2 24 | 0.06× | — | ||
| Q1 24 | 0.09× | — |
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 | $455.8M | $107.7M |
| 自由现金流经营现金流 - 资本支出 | $432.2M | $106.6M |
| 自由现金流率自由现金流/营收 | 25.5% | 7.6% |
| 资本支出强度资本支出/营收 | 1.4% | 0.1% |
| 现金转化率经营现金流/净利润 | — | 1.34× |
| 过去12个月自由现金流最近4个季度 | $1.4B | $478.4M |
8季度趋势，按日历期对齐
经营现金流IVZROKU
| Q4 25 | $455.8M | $107.7M | ||
| Q3 25 | $606.2M | $127.6M | ||
| Q2 25 | $547.9M | $109.7M | ||
| Q1 25 | $-84.6M | $138.7M | ||
| Q4 24 | $316.9M | $79.3M | ||
| Q3 24 | $438.4M | $68.7M | ||
| Q2 24 | $489.1M | $23.4M | ||
| Q1 24 | $-54.4M | $46.7M |
自由现金流IVZROKU
| Q4 25 | $432.2M | $106.6M | ||
| Q3 25 | $586.4M | $126.5M | ||
| Q2 25 | $530.4M | $108.6M | ||
| Q1 25 | $-108.0M | $136.8M | ||
| Q4 24 | $309.9M | $76.8M | ||
| Q3 24 | $410.0M | $67.6M | ||
| Q2 24 | $462.4M | $22.5M | ||
| Q1 24 | $-75.4M | $46.0M |
自由现金流率IVZROKU
| Q4 25 | 25.5% | 7.6% | ||
| Q3 25 | 35.7% | 10.4% | ||
| Q2 25 | 35.0% | 9.8% | ||
| Q1 25 | -7.1% | 13.4% | ||
| Q4 24 | 19.5% | 6.4% | ||
| Q3 24 | 27.1% | 6.4% | ||
| Q2 24 | 31.2% | 2.3% | ||
| Q1 24 | -5.1% | 5.2% |
资本支出强度IVZROKU
| Q4 25 | 1.4% | 0.1% | ||
| Q3 25 | 1.2% | 0.1% | ||
| Q2 25 | 1.2% | 0.1% | ||
| Q1 25 | 1.5% | 0.2% | ||
| Q4 24 | 0.4% | 0.2% | ||
| Q3 24 | 1.9% | 0.1% | ||
| Q2 24 | 1.8% | 0.1% | ||
| Q1 24 | 1.4% | 0.1% |
现金转化率IVZROKU
| Q4 25 | — | 1.34× | ||
| Q3 25 | 1.70× | 5.14× | ||
| Q2 25 | 2.78× | 10.45× | ||
| Q1 25 | -0.49× | — | ||
| Q4 24 | 1.51× | — | ||
| Q3 24 | 7.97× | — | ||
| Q2 24 | 3.70× | — | ||
| Q1 24 | -0.38× | — |
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
IVZ
| Investment Advice | $1.2B | 73% |
| Distribution And Shareholder Service | $382.7M | 23% |
| Financial Service Other | $51.0M | 3% |
| Investment Performance | $28.9M | 2% |
ROKU
| Services | $1.2B | 88% |
| Products | $170.9M | 12% |
