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Mobileye Global Inc.（MBLY）与Rocket Companies, Inc.（RKT）财务数据对比。点击上方公司名可切换其他公司
Rocket Companies, Inc.的季度营收约是Mobileye Global Inc.的1.4倍（$2.7B vs $1.9B），Rocket Companies, Inc.同比增速更快（52.2% vs 27.4%），过去两年Mobileye Global Inc.的营收复合增速更高（109.9% vs 39.5%）
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。
Rocket Companies, Inc.是美国金融科技及住房服务企业，由丹·吉尔伯特创立，总部位于密歇根州底特律市中心。公司依托旗舰子公司Rocket Mortgage跻身美国最大抵押贷款提供商行列，旗下还拥有Redfin、Forsalebyowner.com、Rocket Money等子品牌。
MBLY vs RKT — 直观对比
营收规模更大
RKT
是对方的1.4倍
$1.9B
营收增速更快
RKT
高出24.8%
27.4%
两年增速更快
MBLY
近两年复合增速
39.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $2.7B |
| 净利润 | — | $68.0M |
| 毛利率 | 14.2% | — |
| 营业利润率 | — | 6.3% |
| 净利率 | — | 2.5% |
| 营收同比 | 27.4% | 52.2% |
| 净利润同比 | — | 100.8% |
| 每股收益（稀释后） | — | $0.10 |
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MBLYRKT
| Q1 26 | $1.9B | — | ||
| Q4 25 | $446.0M | $2.7B | ||
| Q3 25 | $504.0M | $1.6B | ||
| Q2 25 | $506.0M | $1.4B | ||
| Q1 25 | $438.0M | $1.0B | ||
| Q4 24 | $490.0M | $1.8B | ||
| Q3 24 | $486.0M | $646.9M | ||
| Q2 24 | $439.0M | $1.3B |
净利润MBLYRKT
| Q1 26 | — | — | ||
| Q4 25 | $-127.0M | $68.0M | ||
| Q3 25 | $-96.0M | $-123.9M | ||
| Q2 25 | $-67.0M | $-1.8M | ||
| Q1 25 | $-102.0M | $-10.4M | ||
| Q4 24 | $-71.0M | $33.9M | ||
| Q3 24 | $-2.7B | $-22.0M | ||
| Q2 24 | $-86.0M | $1.3M |
毛利率MBLYRKT
| Q1 26 | 14.2% | — | ||
| Q4 25 | 45.3% | — | ||
| Q3 25 | 48.2% | — | ||
| Q2 25 | 49.8% | — | ||
| Q1 25 | 47.3% | — | ||
| Q4 24 | 49.2% | 58.9% | ||
| Q3 24 | 48.8% | -8.4% | ||
| Q2 24 | 47.6% | 47.4% |
营业利润率MBLYRKT
| Q1 26 | — | — | ||
| Q4 25 | -31.4% | 6.3% | ||
| Q3 25 | -21.6% | -11.5% | ||
| Q2 25 | -14.6% | 1.8% | ||
| Q1 25 | -26.7% | -21.5% | ||
| Q4 24 | -17.6% | 38.1% | ||
| Q3 24 | -577.6% | -76.9% | ||
| Q2 24 | -21.4% | 14.8% |
净利率MBLYRKT
| Q1 26 | — | — | ||
| Q4 25 | -28.5% | 2.5% | ||
| Q3 25 | -19.0% | -7.7% | ||
| Q2 25 | -13.2% | -0.1% | ||
| Q1 25 | -23.3% | -1.0% | ||
| Q4 24 | -14.5% | 1.9% | ||
| Q3 24 | -558.6% | -3.4% | ||
| Q2 24 | -19.6% | 0.1% |
每股收益（稀释后）MBLYRKT
| Q1 26 | — | — | ||
| Q4 25 | $-0.15 | $0.10 | ||
| Q3 25 | $-0.12 | $-0.06 | ||
| Q2 25 | $-0.08 | $-0.01 | ||
| Q1 25 | $-0.13 | $-0.08 | ||
| Q4 24 | $-0.09 | $0.28 | ||
| Q3 24 | $-3.35 | $-0.19 | ||
| Q2 24 | $-0.11 | $0.01 |
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 | $2.7B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $22.9B |
| 总资产 | $8.7B | $60.7B |
| 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MBLYRKT
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.8B | $2.7B | ||
| Q3 25 | $1.7B | $5.8B | ||
| Q2 25 | $1.7B | $5.1B | ||
| Q1 25 | $1.5B | $1.4B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $1.2B | $1.3B |
股东权益MBLYRKT
| Q1 26 | $8.2B | — | ||
| Q4 25 | $11.9B | $22.9B | ||
| Q3 25 | $11.9B | $8.9B | ||
| Q2 25 | $12.1B | $7.4B | ||
| Q1 25 | $12.0B | $8.6B | ||
| Q4 24 | $12.1B | $9.0B | ||
| Q3 24 | $12.1B | $8.4B | ||
| Q2 24 | $14.7B | $8.8B |
总资产MBLYRKT
| Q1 26 | $8.7B | — | ||
| Q4 25 | $12.5B | $60.7B | ||
| Q3 25 | $12.5B | $33.6B | ||
| Q2 25 | $12.6B | $30.4B | ||
| Q1 25 | $12.5B | $25.3B | ||
| Q4 24 | $12.6B | $24.5B | ||
| Q3 24 | $12.6B | $25.1B | ||
| Q2 24 | $15.3B | $23.6B |
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 | $-1.2B |
| 自由现金流经营现金流 - 资本支出 | — | $-1.3B |
| 自由现金流率自由现金流/营收 | — | -47.2% |
| 资本支出强度资本支出/营收 | — | 1.5% |
| 现金转化率经营现金流/净利润 | — | -18.08× |
| 过去12个月自由现金流最近4个季度 | — | $-4.0B |
8季度趋势，按日历期对齐
经营现金流MBLYRKT
| Q1 26 | $75.0M | — | ||
| Q4 25 | $113.0M | $-1.2B | ||
| Q3 25 | $167.0M | $-50.3M | ||
| Q2 25 | $213.0M | $-1.9B | ||
| Q1 25 | $109.0M | $-797.0M | ||
| Q4 24 | $204.0M | $1.8B | ||
| Q3 24 | $126.0M | $-1.3B | ||
| Q2 24 | $30.0M | $-122.3M |
自由现金流MBLYRKT
| Q1 26 | — | — | ||
| Q4 25 | $86.0M | $-1.3B | ||
| Q3 25 | $143.0M | $-71.8M | ||
| Q2 25 | $199.0M | $-1.9B | ||
| Q1 25 | $95.0M | $-811.0M | ||
| Q4 24 | $191.0M | $1.8B | ||
| Q3 24 | $104.0M | $-1.4B | ||
| Q2 24 | $6.0M | $-138.3M |
自由现金流率MBLYRKT
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | -47.2% | ||
| Q3 25 | 28.4% | -4.5% | ||
| Q2 25 | 39.3% | -137.2% | ||
| Q1 25 | 21.7% | -78.2% | ||
| Q4 24 | 39.0% | 103.1% | ||
| Q3 24 | 21.4% | -209.6% | ||
| Q2 24 | 1.4% | -10.6% |
资本支出强度MBLYRKT
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 1.5% | ||
| Q3 25 | 4.8% | 1.3% | ||
| Q2 25 | 2.8% | 1.1% | ||
| Q1 25 | 3.2% | 1.4% | ||
| Q4 24 | 2.7% | 1.1% | ||
| Q3 24 | 4.5% | 2.9% | ||
| Q2 24 | 5.5% | 1.2% |
现金转化率MBLYRKT
| Q1 26 | — | — | ||
| Q4 25 | — | -18.08× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 54.42× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -94.46× |
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
RKT
| Other | $1.4B | 51% |
| Direct To Customer Segment | $945.8M | 35% |
| Partner Network Segment | $216.7M | 8% |
| Subscription Revenue | $91.3M | 3% |
| Closing Fees | $47.1M | 2% |
| Appraisal Revenue | $10.7M | 0% |
