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Mobileye Global Inc.（MBLY）与ROYAL GOLD INC（RGLD）财务数据对比。点击上方公司名可切换其他公司
Mobileye Global Inc.的季度营收约是ROYAL GOLD INC的1.5倍（$558.0M vs $375.3M），ROYAL GOLD INC同比增速更快（85.3% vs 27.4%），过去两年ROYAL GOLD INC的营收复合增速更高（58.8% vs 12.7%）
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。
Royal Gold Inc.是全球领先的贵金属流权与特许权经营企业，收购并管理多元化的矿业项目流权、净熔炼收益特许权及相关权益，资产覆盖黄金、白银、铜等品类，业务遍及多地区，无需直接承担采矿运营风险。
MBLY vs RGLD — 直观对比
营收规模更大
MBLY
是对方的1.5倍
$375.3M
营收增速更快
RGLD
高出57.9%
27.4%
两年增速更快
RGLD
近两年复合增速
12.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $558.0M | $375.3M |
| 净利润 | — | $93.6M |
| 毛利率 | 49.3% | 64.6% |
| 营业利润率 | -647.5% | 56.2% |
| 净利率 | — | 24.9% |
| 营收同比 | 27.4% | 85.3% |
| 净利润同比 | — | -12.8% |
| 每股收益（稀释后） | — | $1.04 |
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MBLYRGLD
| Q1 26 | $558.0M | — | ||
| Q4 25 | $446.0M | $375.3M | ||
| Q3 25 | $504.0M | $252.1M | ||
| Q2 25 | $506.0M | $209.6M | ||
| Q1 25 | $438.0M | $193.4M | ||
| Q4 24 | $490.0M | $202.6M | ||
| Q3 24 | $486.0M | $193.8M | ||
| Q2 24 | $439.0M | $174.1M |
净利润MBLYRGLD
| Q1 26 | — | — | ||
| Q4 25 | $-127.0M | $93.6M | ||
| Q3 25 | $-96.0M | $126.8M | ||
| Q2 25 | $-67.0M | $132.3M | ||
| Q1 25 | $-102.0M | $113.5M | ||
| Q4 24 | $-71.0M | $107.4M | ||
| Q3 24 | $-2.7B | $96.2M | ||
| Q2 24 | $-86.0M | $81.2M |
毛利率MBLYRGLD
| Q1 26 | 49.3% | — | ||
| Q4 25 | 45.3% | 64.6% | ||
| Q3 25 | 48.2% | 73.6% | ||
| Q2 25 | 49.8% | 72.6% | ||
| Q1 25 | 47.3% | 69.4% | ||
| Q4 24 | 49.2% | 70.3% | ||
| Q3 24 | 48.8% | 66.6% | ||
| Q2 24 | 47.6% | 64.7% |
营业利润率MBLYRGLD
| Q1 26 | -647.5% | — | ||
| Q4 25 | -31.4% | 56.2% | ||
| Q3 25 | -21.6% | 64.4% | ||
| Q2 25 | -14.6% | 67.7% | ||
| Q1 25 | -26.7% | 63.6% | ||
| Q4 24 | -17.6% | 65.9% | ||
| Q3 24 | -577.6% | 61.3% | ||
| Q2 24 | -21.4% | 58.6% |
净利率MBLYRGLD
| Q1 26 | — | — | ||
| Q4 25 | -28.5% | 24.9% | ||
| Q3 25 | -19.0% | 50.3% | ||
| Q2 25 | -13.2% | 63.1% | ||
| Q1 25 | -23.3% | 58.7% | ||
| Q4 24 | -14.5% | 53.0% | ||
| Q3 24 | -558.6% | 49.7% | ||
| Q2 24 | -19.6% | 46.6% |
每股收益（稀释后）MBLYRGLD
| Q1 26 | — | — | ||
| Q4 25 | $-0.15 | $1.04 | ||
| Q3 25 | $-0.12 | $1.92 | ||
| Q2 25 | $-0.08 | $2.01 | ||
| Q1 25 | $-0.13 | $1.72 | ||
| Q4 24 | $-0.09 | $1.63 | ||
| Q3 24 | $-3.35 | $1.46 | ||
| Q2 24 | $-0.11 | $1.23 |
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 | $233.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $7.2B |
| 总资产 | $8.7B | $9.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资MBLYRGLD
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.8B | $233.7M | ||
| Q3 25 | $1.7B | $172.8M | ||
| Q2 25 | $1.7B | $248.2M | ||
| Q1 25 | $1.5B | $240.8M | ||
| Q4 24 | $1.4B | $195.5M | ||
| Q3 24 | $1.3B | $127.9M | ||
| Q2 24 | $1.2B | $74.2M |
总债务MBLYRGLD
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $50.0M |
股东权益MBLYRGLD
| Q1 26 | $8.2B | — | ||
| Q4 25 | $11.9B | $7.2B | ||
| Q3 25 | $11.9B | $3.4B | ||
| Q2 25 | $12.1B | $3.3B | ||
| Q1 25 | $12.0B | $3.2B | ||
| Q4 24 | $12.1B | $3.1B | ||
| Q3 24 | $12.1B | $3.0B | ||
| Q2 24 | $14.7B | $3.0B |
总资产MBLYRGLD
| Q1 26 | $8.7B | — | ||
| Q4 25 | $12.5B | $9.5B | ||
| Q3 25 | $12.5B | $4.5B | ||
| Q2 25 | $12.6B | $3.6B | ||
| Q1 25 | $12.5B | $3.5B | ||
| Q4 24 | $12.6B | $3.4B | ||
| Q3 24 | $12.6B | $3.3B | ||
| Q2 24 | $15.3B | $3.3B |
负债/权益比MBLYRGLD
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.02× |
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 | $241.7M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 2.58× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流MBLYRGLD
| Q1 26 | $75.0M | — | ||
| Q4 25 | $113.0M | $241.7M | ||
| Q3 25 | $167.0M | $174.0M | ||
| Q2 25 | $213.0M | $152.8M | ||
| Q1 25 | $109.0M | $136.4M | ||
| Q4 24 | $204.0M | $141.1M | ||
| Q3 24 | $126.0M | $136.7M | ||
| Q2 24 | $30.0M | $113.5M |
自由现金流MBLYRGLD
| Q1 26 | — | — | ||
| Q4 25 | $86.0M | — | ||
| Q3 25 | $143.0M | — | ||
| Q2 25 | $199.0M | — | ||
| Q1 25 | $95.0M | — | ||
| Q4 24 | $191.0M | — | ||
| Q3 24 | $104.0M | — | ||
| Q2 24 | $6.0M | — |
自由现金流率MBLYRGLD
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | — | ||
| Q3 25 | 28.4% | — | ||
| Q2 25 | 39.3% | — | ||
| Q1 25 | 21.7% | — | ||
| Q4 24 | 39.0% | — | ||
| Q3 24 | 21.4% | — | ||
| Q2 24 | 1.4% | — |
资本支出强度MBLYRGLD
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | — | ||
| Q3 25 | 4.8% | — | ||
| Q2 25 | 2.8% | — | ||
| Q1 25 | 3.2% | — | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | 4.5% | — | ||
| Q2 24 | 5.5% | — |
现金转化率MBLYRGLD
| Q1 26 | — | — | ||
| Q4 25 | — | 2.58× | ||
| Q3 25 | — | 1.37× | ||
| Q2 25 | — | 1.15× | ||
| Q1 25 | — | 1.20× | ||
| Q4 24 | — | 1.31× | ||
| Q3 24 | — | 1.42× | ||
| Q2 24 | — | 1.40× |
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
RGLD
| Gold | $216.9M | 58% |
| Pueblo Viejo | $47.3M | 13% |
| Andacollo | $32.6M | 9% |
| Silver | $32.1M | 9% |
| Other | $27.2M | 7% |
| Copper | $13.7M | 4% |
| Cortez Legacy Zone | $5.4M | 1% |
