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Knight-Swift Transportation Holdings Inc.（KNX）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
Knight-Swift Transportation Holdings Inc.的季度营收约是罗布乐思的1.3倍（$1.9B vs $1.4B），Knight-Swift Transportation Holdings Inc.净利率更高（0.0% vs -22.3%，领先22.3%），罗布乐思同比增速更快（43.2% vs 1.4%），罗布乐思自由现金流更多（$308.6M vs $56.9M），过去两年罗布乐思的营收复合增速更高（32.9% vs 0.1%）
Knight-Swift是美国知名整车公路货运服务商，总部位于亚利桑那州菲尼克斯。该集团由同在菲尼克斯的Swift运输与Knight运输于2017年合并成立，旗下货运网络覆盖北美主要区域，为各行业客户提供专业可靠的整车物流运输服务。
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。
KNX vs RBLX — 直观对比
营收规模更大
KNX
是对方的1.3倍
$1.4B
营收增速更快
RBLX
高出41.8%
1.4%
净利率更高
KNX
高出22.3%
-22.3%
自由现金流更多
RBLX
多$251.6M
$56.9M
两年增速更快
RBLX
近两年复合增速
0.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.4B |
| 净利润 | $96.0K | $-316.0M |
| 毛利率 | — | 77.7% |
| 营业利润率 | 1.5% | -25.3% |
| 净利率 | 0.0% | -22.3% |
| 营收同比 | 1.4% | 43.2% |
| 净利润同比 | -76.6% | -43.9% |
| 每股收益（稀释后） | $-0.01 | $-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KNXRBLX
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.9B | $1.4B | ||
| Q3 25 | $1.9B | $1.4B | ||
| Q2 25 | $1.9B | $1.1B | ||
| Q1 25 | $1.8B | $1.0B | ||
| Q4 24 | $1.9B | $988.2M | ||
| Q3 24 | $1.9B | $919.0M | ||
| Q2 24 | $1.8B | $893.5M |
净利润KNXRBLX
| Q1 26 | $96.0K | — | ||
| Q4 25 | $-6.8M | $-316.0M | ||
| Q3 25 | $7.9M | $-255.6M | ||
| Q2 25 | $34.2M | $-278.4M | ||
| Q1 25 | $30.6M | $-215.1M | ||
| Q4 24 | $69.5M | $-219.6M | ||
| Q3 24 | $30.5M | $-239.3M | ||
| Q2 24 | $20.3M | $-205.9M |
毛利率KNXRBLX
| Q1 26 | — | — | ||
| Q4 25 | — | 77.7% | ||
| Q3 25 | — | 78.2% | ||
| Q2 25 | — | 78.2% | ||
| Q1 25 | — | 78.3% | ||
| Q4 24 | — | 77.9% | ||
| Q3 24 | — | 77.7% | ||
| Q2 24 | — | 77.8% |
营业利润率KNXRBLX
| Q1 26 | 1.5% | — | ||
| Q4 25 | 1.4% | -25.3% | ||
| Q3 25 | 2.6% | -21.8% | ||
| Q2 25 | 3.9% | -29.8% | ||
| Q1 25 | 3.7% | -24.6% | ||
| Q4 24 | 4.2% | -24.7% | ||
| Q3 24 | 4.3% | -30.4% | ||
| Q2 24 | 3.4% | -26.6% |
净利率KNXRBLX
| Q1 26 | 0.0% | — | ||
| Q4 25 | -0.4% | -22.3% | ||
| Q3 25 | 0.4% | -18.8% | ||
| Q2 25 | 1.8% | -25.8% | ||
| Q1 25 | 1.7% | -20.8% | ||
| Q4 24 | 3.7% | -22.2% | ||
| Q3 24 | 1.6% | -26.0% | ||
| Q2 24 | 1.1% | -23.0% |
每股收益（稀释后）KNXRBLX
| Q1 26 | $-0.01 | — | ||
| Q4 25 | $-0.04 | $-0.44 | ||
| Q3 25 | $0.05 | $-0.37 | ||
| Q2 25 | $0.21 | $-0.41 | ||
| Q1 25 | $0.19 | $-0.32 | ||
| Q4 24 | $0.43 | $-0.32 | ||
| Q3 24 | $0.19 | $-0.37 | ||
| Q2 24 | $0.13 | $-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 | $222.8M | $3.1B |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $7.1B | $394.5M |
| 总资产 | $11.9B | $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KNXRBLX
| Q1 26 | $222.8M | — | ||
| Q4 25 | $220.4M | $3.1B | ||
| Q3 25 | $192.7M | $2.9B | ||
| Q2 25 | $216.3M | $2.6B | ||
| Q1 25 | $209.5M | $2.7B | ||
| Q4 24 | $218.3M | $2.4B | ||
| Q3 24 | $166.3M | $2.3B | ||
| Q2 24 | $186.5M | $2.4B |
总债务KNXRBLX
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $1.2B | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $1.8B | $1.2B | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.6B | — |
股东权益KNXRBLX
| Q1 26 | $7.1B | — | ||
| Q4 25 | $7.1B | $394.5M | ||
| Q3 25 | $7.1B | $407.6M | ||
| Q2 25 | $7.1B | $353.2M | ||
| Q1 25 | $7.1B | $310.7M | ||
| Q4 24 | $7.1B | $221.4M | ||
| Q3 24 | $7.1B | $189.9M | ||
| Q2 24 | $7.1B | $121.5M |
总资产KNXRBLX
| Q1 26 | $11.9B | — | ||
| Q4 25 | $12.0B | $9.6B | ||
| Q3 25 | $12.6B | $8.6B | ||
| Q2 25 | $12.5B | $7.8B | ||
| Q1 25 | $12.6B | $7.5B | ||
| Q4 24 | $12.7B | $7.2B | ||
| Q3 24 | $12.8B | $6.7B | ||
| Q2 24 | $12.6B | $6.5B |
负债/权益比KNXRBLX
| Q1 26 | — | — | ||
| Q4 25 | 0.25× | 2.98× | ||
| Q3 25 | 0.26× | — | ||
| Q2 25 | 0.26× | — | ||
| Q1 25 | 0.26× | — | ||
| Q4 24 | 0.26× | 5.48× | ||
| Q3 24 | 0.26× | — | ||
| Q2 24 | 0.23× | — |
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 | $142.5M | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $56.9M | $308.6M |
| 自由现金流率自由现金流/营收 | 3.1% | 21.8% |
| 资本支出强度资本支出/营收 | 4.6% | 21.1% |
| 现金转化率经营现金流/净利润 | 1484.79× | — |
| 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KNXRBLX
| Q1 26 | $142.5M | — | ||
| Q4 25 | $723.2M | $607.0M | ||
| Q3 25 | $217.5M | $546.2M | ||
| Q2 25 | $216.5M | $199.3M | ||
| Q1 25 | $109.4M | $443.9M | ||
| Q4 24 | $274.3M | $184.5M | ||
| Q3 24 | $214.0M | $247.4M | ||
| Q2 24 | $273.4M | $151.4M |
自由现金流KNXRBLX
| Q1 26 | $56.9M | — | ||
| Q4 25 | — | $308.6M | ||
| Q3 25 | — | $443.6M | ||
| Q2 25 | — | $176.7M | ||
| Q1 25 | — | $426.5M | ||
| Q4 24 | — | $120.6M | ||
| Q3 24 | — | $218.0M | ||
| Q2 24 | — | $111.7M |
自由现金流率KNXRBLX
| Q1 26 | 3.1% | — | ||
| Q4 25 | — | 21.8% | ||
| Q3 25 | — | 32.6% | ||
| Q2 25 | — | 16.3% | ||
| Q1 25 | — | 41.2% | ||
| Q4 24 | — | 12.2% | ||
| Q3 24 | — | 23.7% | ||
| Q2 24 | — | 12.5% |
资本支出强度KNXRBLX
| Q1 26 | 4.6% | — | ||
| Q4 25 | — | 21.1% | ||
| Q3 25 | — | 7.5% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 6.5% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 4.4% |
现金转化率KNXRBLX
| Q1 26 | 1484.79× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 27.67× | — | ||
| Q2 25 | 6.32× | — | ||
| Q1 25 | 3.57× | — | ||
| Q4 24 | 3.95× | — | ||
| Q3 24 | 7.03× | — | ||
| Q2 24 | 13.47× | — |
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
KNX
| Revenue, excluding truckload and LTL fuel surcharge | $1.6B | 89% |
| Truckload and LTL fuel surcharge | $212.2M | 11% |
RBLX
暂无分部数据
