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Mobileye Global Inc.（MBLY）与利氏兄弟拍卖行（RBA）财务数据对比。点击上方公司名可切换其他公司
利氏兄弟拍卖行的季度营收约是Mobileye Global Inc.的2.2倍（$1.2B vs $558.0M），Mobileye Global Inc.同比增速更快（27.4% vs 5.4%），过去两年Mobileye Global Inc.的营收复合增速更高（12.7% vs 6.3%）
Mobileye Global Inc.注册地为美国，总部位于以色列，是自动驾驶领域的知名企业，专注研发自动驾驶技术与高级驾驶辅助系统（ADAS），产品涵盖摄像头、计算芯片及配套软件。公司2017年被英特尔收购，2022年重新上市。
利氏兄弟拍卖行（股票代码RBA）是全球知名的工业资产拍卖服务商，注册地位于加拿大，属公开上市企业，总部设在美国伊利诺伊州韦斯特切斯特，普通股同时在多伦多证券交易所与纽约证券交易所挂牌交易。
MBLY vs RBA — 直观对比
营收规模更大
RBA
是对方的2.2倍
$558.0M
营收增速更快
MBLY
高出22.0%
5.4%
两年增速更快
MBLY
近两年复合增速
6.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $558.0M | $1.2B |
| 净利润 | — | $109.7M |
| 毛利率 | 49.3% | — |
| 营业利润率 | -647.5% | 14.7% |
| 净利率 | — | 9.1% |
| 营收同比 | 27.4% | 5.4% |
| 净利润同比 | — | -7.4% |
| 每股收益（稀释后） | — | $0.53 |
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MBLYRBA
| Q1 26 | $558.0M | — | ||
| Q4 25 | $446.0M | $1.2B | ||
| Q3 25 | $504.0M | $1.1B | ||
| Q2 25 | $506.0M | $1.2B | ||
| Q1 25 | $438.0M | $1.1B | ||
| Q4 24 | $490.0M | $1.1B | ||
| Q3 24 | $486.0M | $981.8M | ||
| Q2 24 | $439.0M | $1.1B |
净利润MBLYRBA
| Q1 26 | — | — | ||
| Q4 25 | $-127.0M | $109.7M | ||
| Q3 25 | $-96.0M | $95.5M | ||
| Q2 25 | $-67.0M | $109.8M | ||
| Q1 25 | $-102.0M | $113.4M | ||
| Q4 24 | $-71.0M | $118.5M | ||
| Q3 24 | $-2.7B | $76.1M | ||
| Q2 24 | $-86.0M | $111.1M |
毛利率MBLYRBA
| Q1 26 | 49.3% | — | ||
| Q4 25 | 45.3% | — | ||
| Q3 25 | 48.2% | — | ||
| Q2 25 | 49.8% | — | ||
| Q1 25 | 47.3% | — | ||
| Q4 24 | 49.2% | — | ||
| Q3 24 | 48.8% | — | ||
| Q2 24 | 47.6% | — |
营业利润率MBLYRBA
| Q1 26 | -647.5% | — | ||
| Q4 25 | -31.4% | 14.7% | ||
| Q3 25 | -21.6% | 14.5% | ||
| Q2 25 | -14.6% | 15.9% | ||
| Q1 25 | -26.7% | 17.1% | ||
| Q4 24 | -17.6% | 18.1% | ||
| Q3 24 | -577.6% | 15.6% | ||
| Q2 24 | -21.4% | 18.4% |
净利率MBLYRBA
| Q1 26 | — | — | ||
| Q4 25 | -28.5% | 9.1% | ||
| Q3 25 | -19.0% | 8.7% | ||
| Q2 25 | -13.2% | 9.3% | ||
| Q1 25 | -23.3% | 10.2% | ||
| Q4 24 | -14.5% | 10.4% | ||
| Q3 24 | -558.6% | 7.8% | ||
| Q2 24 | -19.6% | 10.1% |
每股收益（稀释后）MBLYRBA
| Q1 26 | — | — | ||
| Q4 25 | $-0.15 | $0.53 | ||
| Q3 25 | $-0.12 | $0.43 | ||
| Q2 25 | $-0.08 | $0.53 | ||
| Q1 25 | $-0.13 | $0.55 | ||
| Q4 24 | $-0.09 | $0.58 | ||
| Q3 24 | $-3.35 | $0.36 | ||
| Q2 24 | $-0.11 | $0.54 |
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 | $1.2B | $531.5M |
| 总债务越低越好 | — | $2.3B |
| 股东权益账面价值 | $8.2B | $5.6B |
| 总资产 | $8.7B | $12.1B |
| 负债/权益比越低杠杆越低 | — | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资MBLYRBA
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.8B | $531.5M | ||
| Q3 25 | $1.7B | $674.7M | ||
| Q2 25 | $1.7B | $710.2M | ||
| Q1 25 | $1.5B | $578.1M | ||
| Q4 24 | $1.4B | $533.9M | ||
| Q3 24 | $1.3B | $650.7M | ||
| Q2 24 | $1.2B | $599.5M |
总债务MBLYRBA
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.8B |
股东权益MBLYRBA
| Q1 26 | $8.2B | — | ||
| Q4 25 | $11.9B | $5.6B | ||
| Q3 25 | $11.9B | $5.5B | ||
| Q2 25 | $12.1B | $5.5B | ||
| Q1 25 | $12.0B | $5.3B | ||
| Q4 24 | $12.1B | $5.2B | ||
| Q3 24 | $12.1B | $5.2B | ||
| Q2 24 | $14.7B | $5.2B |
总资产MBLYRBA
| Q1 26 | $8.7B | — | ||
| Q4 25 | $12.5B | $12.1B | ||
| Q3 25 | $12.5B | $12.2B | ||
| Q2 25 | $12.6B | $12.2B | ||
| Q1 25 | $12.5B | $11.9B | ||
| Q4 24 | $12.6B | $11.8B | ||
| Q3 24 | $12.6B | $11.9B | ||
| Q2 24 | $15.3B | $12.1B |
负债/权益比MBLYRBA
| Q1 26 | — | — | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.50× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | — | 0.52× | ||
| Q2 24 | — | 0.55× |
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 | $75.0M | $255.2M |
| 自由现金流经营现金流 - 资本支出 | — | $186.5M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | — | 5.7% |
| 现金转化率经营现金流/净利润 | — | 2.33× |
| 过去12个月自由现金流最近4个季度 | — | $719.2M |
8季度趋势，按日历期对齐
经营现金流MBLYRBA
| Q1 26 | $75.0M | — | ||
| Q4 25 | $113.0M | $255.2M | ||
| Q3 25 | $167.0M | $239.7M | ||
| Q2 25 | $213.0M | $326.5M | ||
| Q1 25 | $109.0M | $156.8M | ||
| Q4 24 | $204.0M | $184.5M | ||
| Q3 24 | $126.0M | $285.4M | ||
| Q2 24 | $30.0M | $337.3M |
自由现金流MBLYRBA
| Q1 26 | — | — | ||
| Q4 25 | $86.0M | $186.5M | ||
| Q3 25 | $143.0M | $188.5M | ||
| Q2 25 | $199.0M | $241.7M | ||
| Q1 25 | $95.0M | $102.5M | ||
| Q4 24 | $191.0M | $127.9M | ||
| Q3 24 | $104.0M | $248.5M | ||
| Q2 24 | $6.0M | $308.6M |
自由现金流率MBLYRBA
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 15.5% | ||
| Q3 25 | 28.4% | 17.3% | ||
| Q2 25 | 39.3% | 20.4% | ||
| Q1 25 | 21.7% | 9.2% | ||
| Q4 24 | 39.0% | 11.2% | ||
| Q3 24 | 21.4% | 25.3% | ||
| Q2 24 | 1.4% | 28.2% |
资本支出强度MBLYRBA
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 5.7% | ||
| Q3 25 | 4.8% | 4.7% | ||
| Q2 25 | 2.8% | 7.2% | ||
| Q1 25 | 3.2% | 4.9% | ||
| Q4 24 | 2.7% | 5.0% | ||
| Q3 24 | 4.5% | 3.8% | ||
| Q2 24 | 5.5% | 2.6% |
现金转化率MBLYRBA
| Q1 26 | — | — | ||
| Q4 25 | — | 2.33× | ||
| Q3 25 | — | 2.51× | ||
| Q2 25 | — | 2.97× | ||
| Q1 25 | — | 1.38× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | — | 3.75× | ||
| Q2 24 | — | 3.04× |
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
MBLY
暂无分部数据
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |
