vs
Loews Corporation（L）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Loews Corporation的1.7倍（$1.4B vs $827.0M），Loews Corporation净利率更高（48.6% vs -22.3%，领先70.9%），罗布乐思同比增速更快（43.2% vs 4.8%），Loews Corporation自由现金流更多（$426.0M vs $308.6M），过去两年罗布乐思的营收复合增速更高（32.9% vs 7.9%）
Loews Corporation是一家总部位于美国的多元化综合企业集团，旗下子公司业务覆盖财产保险、天然气管道运输、酒店运营、油气勘探生产等核心领域，主要服务北美市场的商业、消费者及工业客户。
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。
L vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.7倍
$827.0M
营收增速更快
RBLX
高出38.4%
4.8%
净利率更高
L
高出70.9%
-22.3%
自由现金流更多
L
多$117.4M
$308.6M
两年增速更快
RBLX
近两年复合增速
7.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $827.0M | $1.4B |
| 净利润 | $402.0M | $-316.0M |
| 毛利率 | — | 77.7% |
| 营业利润率 | 65.4% | -25.3% |
| 净利率 | 48.6% | -22.3% |
| 营收同比 | 4.8% | 43.2% |
| 净利润同比 | 115.0% | -43.9% |
| 每股收益（稀释后） | $1.93 | $-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LRBLX
| Q4 25 | $827.0M | $1.4B | ||
| Q3 25 | $732.0M | $1.4B | ||
| Q2 25 | $769.0M | $1.1B | ||
| Q1 25 | $846.0M | $1.0B | ||
| Q4 24 | $789.0M | $988.2M | ||
| Q3 24 | $683.0M | $919.0M | ||
| Q2 24 | $711.0M | $893.5M | ||
| Q1 24 | $710.0M | $801.3M |
净利润LRBLX
| Q4 25 | $402.0M | $-316.0M | ||
| Q3 25 | $504.0M | $-255.6M | ||
| Q2 25 | $391.0M | $-278.4M | ||
| Q1 25 | $370.0M | $-215.1M | ||
| Q4 24 | $187.0M | $-219.6M | ||
| Q3 24 | $401.0M | $-239.3M | ||
| Q2 24 | $369.0M | $-205.9M | ||
| Q1 24 | $457.0M | $-270.6M |
毛利率LRBLX
| 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% | ||
| Q1 24 | — | 77.7% |
营业利润率LRBLX
| Q4 25 | 65.4% | -25.3% | ||
| Q3 25 | 94.1% | -21.8% | ||
| Q2 25 | 70.1% | -29.8% | ||
| Q1 25 | 60.8% | -24.6% | ||
| Q4 24 | 23.8% | -24.7% | ||
| Q3 24 | 80.5% | -30.4% | ||
| Q2 24 | 71.3% | -26.6% | ||
| Q1 24 | 88.6% | -37.7% |
净利率LRBLX
| Q4 25 | 48.6% | -22.3% | ||
| Q3 25 | 68.9% | -18.8% | ||
| Q2 25 | 50.8% | -25.8% | ||
| Q1 25 | 43.7% | -20.8% | ||
| Q4 24 | 23.7% | -22.2% | ||
| Q3 24 | 58.7% | -26.0% | ||
| Q2 24 | 51.9% | -23.0% | ||
| Q1 24 | 64.4% | -33.8% |
每股收益（稀释后）LRBLX
| Q4 25 | $1.93 | $-0.44 | ||
| Q3 25 | $2.43 | $-0.37 | ||
| Q2 25 | $1.87 | $-0.41 | ||
| Q1 25 | $1.74 | $-0.32 | ||
| Q4 24 | $0.87 | $-0.32 | ||
| Q3 24 | $1.82 | $-0.37 | ||
| Q2 24 | $1.67 | $-0.32 | ||
| Q1 24 | $2.05 | $-0.43 |
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 | $6.0B | $3.1B |
| 总债务越低越好 | $8.4B | $1.2B |
| 股东权益账面价值 | $18.7B | $394.5M |
| 总资产 | $86.3B | $9.6B |
| 负债/权益比越低杠杆越低 | 0.45× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资LRBLX
| Q4 25 | $6.0B | $3.1B | ||
| Q3 25 | $5.4B | $2.9B | ||
| Q2 25 | $4.5B | $2.6B | ||
| Q1 25 | $4.4B | $2.7B | ||
| Q4 24 | $4.6B | $2.4B | ||
| Q3 24 | $5.2B | $2.3B | ||
| Q2 24 | $4.9B | $2.4B | ||
| Q1 24 | $5.4B | $2.4B |
总债务LRBLX
| Q4 25 | $8.4B | $1.2B | ||
| Q3 25 | $8.4B | — | ||
| Q2 25 | $7.9B | — | ||
| Q1 25 | $8.4B | — | ||
| Q4 24 | $8.9B | $1.2B | ||
| Q3 24 | $8.8B | — | ||
| Q2 24 | $8.6B | — | ||
| Q1 24 | $8.4B | — |
股东权益LRBLX
| Q4 25 | $18.7B | $394.5M | ||
| Q3 25 | $18.3B | $407.6M | ||
| Q2 25 | $17.5B | $353.2M | ||
| Q1 25 | $17.2B | $310.7M | ||
| Q4 24 | $17.1B | $221.4M | ||
| Q3 24 | $17.4B | $189.9M | ||
| Q2 24 | $16.4B | $121.5M | ||
| Q1 24 | $16.2B | $71.6M |
总资产LRBLX
| Q4 25 | $86.3B | $9.6B | ||
| Q3 25 | $85.9B | $8.6B | ||
| Q2 25 | $84.7B | $7.8B | ||
| Q1 25 | $83.1B | $7.5B | ||
| Q4 24 | $81.9B | $7.2B | ||
| Q3 24 | $83.6B | $6.7B | ||
| Q2 24 | $81.1B | $6.5B | ||
| Q1 24 | $80.9B | $6.3B |
负债/权益比LRBLX
| Q4 25 | 0.45× | 2.98× | ||
| Q3 25 | 0.46× | — | ||
| Q2 25 | 0.45× | — | ||
| Q1 25 | 0.49× | — | ||
| Q4 24 | 0.52× | 5.48× | ||
| Q3 24 | 0.51× | — | ||
| Q2 24 | 0.52× | — | ||
| Q1 24 | 0.52× | — |
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 | $617.0M | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $426.0M | $308.6M |
| 自由现金流率自由现金流/营收 | 51.5% | 21.8% |
| 资本支出强度资本支出/营收 | 23.1% | 21.1% |
| 现金转化率经营现金流/净利润 | 1.53× | — |
| 过去12个月自由现金流最近4个季度 | $2.7B | $1.4B |
8季度趋势，按日历期对齐
经营现金流LRBLX
| Q4 25 | $617.0M | $607.0M | ||
| Q3 25 | $920.0M | $546.2M | ||
| Q2 25 | $1.0B | $199.3M | ||
| Q1 25 | $736.0M | $443.9M | ||
| Q4 24 | $941.0M | $184.5M | ||
| Q3 24 | $934.0M | $247.4M | ||
| Q2 24 | $952.0M | $151.4M | ||
| Q1 24 | $198.0M | $238.9M |
自由现金流LRBLX
| Q4 25 | $426.0M | $308.6M | ||
| Q3 25 | $764.0M | $443.6M | ||
| Q2 25 | $872.0M | $176.7M | ||
| Q1 25 | $638.0M | $426.5M | ||
| Q4 24 | $767.0M | $120.6M | ||
| Q3 24 | $794.0M | $218.0M | ||
| Q2 24 | $793.0M | $111.7M | ||
| Q1 24 | $39.0M | $192.3M |
自由现金流率LRBLX
| Q4 25 | 51.5% | 21.8% | ||
| Q3 25 | 104.4% | 32.6% | ||
| Q2 25 | 113.4% | 16.3% | ||
| Q1 25 | 75.4% | 41.2% | ||
| Q4 24 | 97.2% | 12.2% | ||
| Q3 24 | 116.3% | 23.7% | ||
| Q2 24 | 111.5% | 12.5% | ||
| Q1 24 | 5.5% | 24.0% |
资本支出强度LRBLX
| Q4 25 | 23.1% | 21.1% | ||
| Q3 25 | 21.3% | 7.5% | ||
| Q2 25 | 17.4% | 2.1% | ||
| Q1 25 | 11.6% | 1.7% | ||
| Q4 24 | 22.1% | 6.5% | ||
| Q3 24 | 20.5% | 3.2% | ||
| Q2 24 | 22.4% | 4.4% | ||
| Q1 24 | 22.4% | 5.8% |
现金转化率LRBLX
| Q4 25 | 1.53× | — | ||
| Q3 25 | 1.83× | — | ||
| Q2 25 | 2.57× | — | ||
| Q1 25 | 1.99× | — | ||
| Q4 24 | 5.03× | — | ||
| Q3 24 | 2.33× | — | ||
| Q2 24 | 2.58× | — | ||
| Q1 24 | 0.43× | — |
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
L
| Transportation And Storage Of Natural Gas And NG Ls And Ethane Supply And Transportation Services | $601.0M | 73% |
| Lodging And Related Services | $226.0M | 27% |
RBLX
暂无分部数据
