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JELD-WEN Holding, Inc.（JELD）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
罗布乐思的季度营收约是JELD-WEN Holding, Inc.的2.0倍（$1.4B vs $722.1M），JELD-WEN Holding, Inc.净利率更高（-10.6% vs -22.3%，领先11.7%），罗布乐思同比增速更快（43.2% vs -6.9%），罗布乐思自由现金流更多（$308.6M vs $-117.3M），过去两年罗布乐思的营收复合增速更高（32.9% vs -14.4%）
JELD-WEN是一家总部位于美国北卡罗来纳州夏洛特的企业，在全球19个国家运营着超过120家生产基地。公司主营设计、生产并销售室内外门窗、各类材质窗品、墙体系统、淋浴隔断、衣帽间系统等建筑部件，产品广泛应用于住宅与非住宅建筑的新建、维修及改造工程。
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。
JELD vs RBLX — 直观对比
营收规模更大
RBLX
是对方的2.0倍
$722.1M
营收增速更快
RBLX
高出50.1%
-6.9%
净利率更高
JELD
高出11.7%
-22.3%
自由现金流更多
RBLX
多$425.9M
$-117.3M
两年增速更快
RBLX
近两年复合增速
-14.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $722.1M | $1.4B |
| 净利润 | $-76.8M | $-316.0M |
| 毛利率 | 12.8% | 77.7% |
| 营业利润率 | — | -25.3% |
| 净利率 | -10.6% | -22.3% |
| 营收同比 | -6.9% | 43.2% |
| 净利润同比 | 59.6% | -43.9% |
| 每股收益（稀释后） | $-0.90 | $-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JELDRBLX
| Q1 26 | $722.1M | — | ||
| Q4 25 | $802.0M | $1.4B | ||
| Q3 25 | $809.5M | $1.4B | ||
| Q2 25 | $823.7M | $1.1B | ||
| Q1 25 | $776.0M | $1.0B | ||
| Q4 24 | $895.7M | $988.2M | ||
| Q3 24 | $934.7M | $919.0M | ||
| Q2 24 | $986.0M | $893.5M |
净利润JELDRBLX
| Q1 26 | $-76.8M | — | ||
| Q4 25 | $-41.9M | $-316.0M | ||
| Q3 25 | $-367.6M | $-255.6M | ||
| Q2 25 | $-21.5M | $-278.4M | ||
| Q1 25 | $-190.1M | $-215.1M | ||
| Q4 24 | $-68.4M | $-219.6M | ||
| Q3 24 | $-74.4M | $-239.3M | ||
| Q2 24 | $-18.5M | $-205.9M |
毛利率JELDRBLX
| Q1 26 | 12.8% | — | ||
| Q4 25 | 14.7% | 77.7% | ||
| Q3 25 | 17.4% | 78.2% | ||
| Q2 25 | 17.4% | 78.2% | ||
| Q1 25 | 14.4% | 78.3% | ||
| Q4 24 | 16.4% | 77.9% | ||
| Q3 24 | 19.2% | 77.7% | ||
| Q2 24 | 19.3% | 77.8% |
营业利润率JELDRBLX
| Q1 26 | — | — | ||
| Q4 25 | -1.8% | -25.3% | ||
| Q3 25 | -25.0% | -21.8% | ||
| Q2 25 | -1.7% | -29.8% | ||
| Q1 25 | -23.8% | -24.6% | ||
| Q4 24 | -5.7% | -24.7% | ||
| Q3 24 | -5.6% | -30.4% | ||
| Q2 24 | 0.5% | -26.6% |
净利率JELDRBLX
| Q1 26 | -10.6% | — | ||
| Q4 25 | -5.2% | -22.3% | ||
| Q3 25 | -45.4% | -18.8% | ||
| Q2 25 | -2.6% | -25.8% | ||
| Q1 25 | -24.5% | -20.8% | ||
| Q4 24 | -7.6% | -22.2% | ||
| Q3 24 | -8.0% | -26.0% | ||
| Q2 24 | -1.9% | -23.0% |
每股收益（稀释后）JELDRBLX
| Q1 26 | $-0.90 | — | ||
| Q4 25 | $-0.50 | $-0.44 | ||
| Q3 25 | $-4.30 | $-0.37 | ||
| Q2 25 | $-0.25 | $-0.41 | ||
| Q1 25 | $-2.24 | $-0.32 | ||
| Q4 24 | $-0.80 | $-0.32 | ||
| Q3 24 | $-0.88 | $-0.37 | ||
| Q2 24 | $-0.22 | $-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 | $50.4M | $3.1B |
| 总债务越低越好 | $1.2B | $1.2B |
| 股东权益账面价值 | $12.2M | $394.5M |
| 总资产 | $2.1B | $9.6B |
| 负债/权益比越低杠杆越低 | 99.09× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资JELDRBLX
| Q1 26 | $50.4M | — | ||
| Q4 25 | $136.1M | $3.1B | ||
| Q3 25 | $106.7M | $2.9B | ||
| Q2 25 | $134.1M | $2.6B | ||
| Q1 25 | $132.5M | $2.7B | ||
| Q4 24 | $150.3M | $2.4B | ||
| Q3 24 | $208.5M | $2.3B | ||
| Q2 24 | $212.8M | $2.4B |
总债务JELDRBLX
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.2B | — |
股东权益JELDRBLX
| Q1 26 | $12.2M | — | ||
| Q4 25 | $92.2M | $394.5M | ||
| Q3 25 | $113.9M | $407.6M | ||
| Q2 25 | $477.1M | $353.2M | ||
| Q1 25 | $452.1M | $310.7M | ||
| Q4 24 | $620.1M | $221.4M | ||
| Q3 24 | $720.3M | $189.9M | ||
| Q2 24 | $770.0M | $121.5M |
总资产JELDRBLX
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $9.6B | ||
| Q3 25 | $2.2B | $8.6B | ||
| Q2 25 | $2.5B | $7.8B | ||
| Q1 25 | $2.4B | $7.5B | ||
| Q4 24 | $2.6B | $7.2B | ||
| Q3 24 | $2.8B | $6.7B | ||
| Q2 24 | $2.9B | $6.5B |
负债/权益比JELDRBLX
| Q1 26 | 99.09× | — | ||
| Q4 25 | 12.47× | 2.98× | ||
| Q3 25 | 10.14× | — | ||
| Q2 25 | 2.42× | — | ||
| Q1 25 | 2.56× | — | ||
| Q4 24 | 1.86× | 5.48× | ||
| Q3 24 | 1.64× | — | ||
| Q2 24 | 1.53× | — |
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 | $-91.2M | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $-117.3M | $308.6M |
| 自由现金流率自由现金流/营收 | -16.2% | 21.8% |
| 资本支出强度资本支出/营收 | 3.6% | 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 | $-121.7M | $1.4B |
8季度趋势，按日历期对齐
经营现金流JELDRBLX
| Q1 26 | $-91.2M | — | ||
| Q4 25 | $32.8M | $607.0M | ||
| Q3 25 | $11.2M | $546.2M | ||
| Q2 25 | $34.6M | $199.3M | ||
| Q1 25 | $-83.5M | $443.9M | ||
| Q4 24 | $28.2M | $184.5M | ||
| Q3 24 | $37.6M | $247.4M | ||
| Q2 24 | $51.4M | $151.4M |
自由现金流JELDRBLX
| Q1 26 | $-117.3M | — | ||
| Q4 25 | $3.4M | $308.6M | ||
| Q3 25 | $-13.1M | $443.6M | ||
| Q2 25 | $5.3M | $176.7M | ||
| Q1 25 | $-120.3M | $426.5M | ||
| Q4 24 | $-23.9M | $120.6M | ||
| Q3 24 | $-4.3M | $218.0M | ||
| Q2 24 | $14.7M | $111.7M |
自由现金流率JELDRBLX
| Q1 26 | -16.2% | — | ||
| Q4 25 | 0.4% | 21.8% | ||
| Q3 25 | -1.6% | 32.6% | ||
| Q2 25 | 0.6% | 16.3% | ||
| Q1 25 | -15.5% | 41.2% | ||
| Q4 24 | -2.7% | 12.2% | ||
| Q3 24 | -0.5% | 23.7% | ||
| Q2 24 | 1.5% | 12.5% |
资本支出强度JELDRBLX
| Q1 26 | 3.6% | — | ||
| Q4 25 | 3.7% | 21.1% | ||
| Q3 25 | 3.0% | 7.5% | ||
| Q2 25 | 3.6% | 2.1% | ||
| Q1 25 | 4.7% | 1.7% | ||
| Q4 24 | 5.8% | 6.5% | ||
| Q3 24 | 4.5% | 3.2% | ||
| Q2 24 | 3.7% | 4.4% |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
