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Mobileye Global Inc.（MBLY）与Rollins, Inc.（ROL）财务数据对比。点击上方公司名可切换其他公司
Rollins, Inc.的季度营收约是Mobileye Global Inc.的1.6倍（$906.4M vs $558.0M），Mobileye Global Inc.同比增速更快（27.4% vs 10.2%），过去两年Mobileye Global Inc.的营收复合增速更高（12.7% vs 0.8%）
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。
Rollins, Inc.是北美知名虫害防治服务商，面向住宅及商业客户提供专业防控服务。公司依托Orkin、HomeTeam Pest Defense等多家全资子公司布局全球业务，覆盖北美、英国等市场，在民用及商用虫害治理领域具备深厚的行业积累与品牌优势。
MBLY vs ROL — 直观对比
营收规模更大
ROL
是对方的1.6倍
$558.0M
营收增速更快
MBLY
高出17.2%
10.2%
两年增速更快
MBLY
近两年复合增速
0.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $558.0M | $906.4M |
| 净利润 | — | $107.8M |
| 毛利率 | 49.3% | — |
| 营业利润率 | -647.5% | 16.1% |
| 净利率 | — | 11.9% |
| 营收同比 | 27.4% | 10.2% |
| 净利润同比 | — | 2.5% |
| 每股收益（稀释后） | — | $0.22 |
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MBLYROL
| Q1 26 | $558.0M | $906.4M | ||
| Q4 25 | $446.0M | $912.9M | ||
| Q3 25 | $504.0M | $1.0B | ||
| Q2 25 | $506.0M | $999.5M | ||
| Q1 25 | $438.0M | $822.5M | ||
| Q4 24 | $490.0M | $832.2M | ||
| Q3 24 | $486.0M | $916.3M | ||
| Q2 24 | $439.0M | $891.9M |
净利润MBLYROL
| Q1 26 | — | $107.8M | ||
| Q4 25 | $-127.0M | $116.4M | ||
| Q3 25 | $-96.0M | $163.5M | ||
| Q2 25 | $-67.0M | $141.5M | ||
| Q1 25 | $-102.0M | $105.2M | ||
| Q4 24 | $-71.0M | $105.7M | ||
| Q3 24 | $-2.7B | $136.9M | ||
| Q2 24 | $-86.0M | $129.4M |
毛利率MBLYROL
| 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MBLYROL
| Q1 26 | -647.5% | 16.1% | ||
| Q4 25 | -31.4% | 17.5% | ||
| Q3 25 | -21.6% | 21.9% | ||
| Q2 25 | -14.6% | 19.8% | ||
| Q1 25 | -26.7% | 17.3% | ||
| Q4 24 | -17.6% | 18.1% | ||
| Q3 24 | -577.6% | 20.9% | ||
| Q2 24 | -21.4% | 20.4% |
净利率MBLYROL
| Q1 26 | — | 11.9% | ||
| Q4 25 | -28.5% | 12.8% | ||
| Q3 25 | -19.0% | 15.9% | ||
| Q2 25 | -13.2% | 14.2% | ||
| Q1 25 | -23.3% | 12.8% | ||
| Q4 24 | -14.5% | 12.7% | ||
| Q3 24 | -558.6% | 14.9% | ||
| Q2 24 | -19.6% | 14.5% |
每股收益（稀释后）MBLYROL
| Q1 26 | — | $0.22 | ||
| Q4 25 | $-0.15 | $0.24 | ||
| Q3 25 | $-0.12 | $0.34 | ||
| Q2 25 | $-0.08 | $0.29 | ||
| Q1 25 | $-0.13 | $0.22 | ||
| Q4 24 | $-0.09 | $0.22 | ||
| Q3 24 | $-3.35 | $0.28 | ||
| Q2 24 | $-0.11 | $0.27 |
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 | $116.5M |
| 总债务越低越好 | — | $650.6M |
| 股东权益账面价值 | $8.2B | $1.4B |
| 总资产 | $8.7B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资MBLYROL
| Q1 26 | $1.2B | $116.5M | ||
| Q4 25 | $1.8B | $100.0M | ||
| Q3 25 | $1.7B | $127.4M | ||
| Q2 25 | $1.7B | $123.0M | ||
| Q1 25 | $1.5B | $201.2M | ||
| Q4 24 | $1.4B | $89.6M | ||
| Q3 24 | $1.3B | $95.3M | ||
| Q2 24 | $1.2B | $106.7M |
总债务MBLYROL
| Q1 26 | — | $650.6M | ||
| Q4 25 | — | $486.1M | ||
| Q3 25 | — | $485.7M | ||
| Q2 25 | — | $485.3M | ||
| Q1 25 | — | $485.5M | ||
| Q4 24 | — | $395.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益MBLYROL
| Q1 26 | $8.2B | $1.4B | ||
| Q4 25 | $11.9B | $1.4B | ||
| Q3 25 | $11.9B | $1.5B | ||
| Q2 25 | $12.1B | $1.4B | ||
| Q1 25 | $12.0B | $1.4B | ||
| Q4 24 | $12.1B | $1.3B | ||
| Q3 24 | $12.1B | $1.3B | ||
| Q2 24 | $14.7B | $1.2B |
总资产MBLYROL
| Q1 26 | $8.7B | $3.2B | ||
| Q4 25 | $12.5B | $3.1B | ||
| Q3 25 | $12.5B | $3.2B | ||
| Q2 25 | $12.6B | $3.2B | ||
| Q1 25 | $12.5B | $2.9B | ||
| Q4 24 | $12.6B | $2.8B | ||
| Q3 24 | $12.6B | $2.8B | ||
| Q2 24 | $15.3B | $2.8B |
负债/权益比MBLYROL
| Q1 26 | — | 0.47× | ||
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.36× | ||
| Q4 24 | — | 0.30× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $118.4M |
| 自由现金流经营现金流 - 资本支出 | — | $111.2M |
| 自由现金流率自由现金流/营收 | — | 12.3% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | — | 1.10× |
| 过去12个月自由现金流最近4个季度 | — | $621.1M |
8季度趋势，按日历期对齐
经营现金流MBLYROL
| Q1 26 | $75.0M | $118.4M | ||
| Q4 25 | $113.0M | $164.7M | ||
| Q3 25 | $167.0M | $191.3M | ||
| Q2 25 | $213.0M | $175.1M | ||
| Q1 25 | $109.0M | $146.9M | ||
| Q4 24 | $204.0M | $188.2M | ||
| Q3 24 | $126.0M | $146.9M | ||
| Q2 24 | $30.0M | $145.1M |
自由现金流MBLYROL
| Q1 26 | — | $111.2M | ||
| Q4 25 | $86.0M | $159.0M | ||
| Q3 25 | $143.0M | $182.8M | ||
| Q2 25 | $199.0M | $168.0M | ||
| Q1 25 | $95.0M | $140.1M | ||
| Q4 24 | $191.0M | $184.0M | ||
| Q3 24 | $104.0M | $139.4M | ||
| Q2 24 | $6.0M | $136.4M |
自由现金流率MBLYROL
| Q1 26 | — | 12.3% | ||
| Q4 25 | 19.3% | 17.4% | ||
| Q3 25 | 28.4% | 17.8% | ||
| Q2 25 | 39.3% | 16.8% | ||
| Q1 25 | 21.7% | 17.0% | ||
| Q4 24 | 39.0% | 22.1% | ||
| Q3 24 | 21.4% | 15.2% | ||
| Q2 24 | 1.4% | 15.3% |
资本支出强度MBLYROL
| Q1 26 | — | 0.8% | ||
| Q4 25 | 6.1% | 0.6% | ||
| Q3 25 | 4.8% | 0.8% | ||
| Q2 25 | 2.8% | 0.7% | ||
| Q1 25 | 3.2% | 0.8% | ||
| Q4 24 | 2.7% | 0.5% | ||
| Q3 24 | 4.5% | 0.8% | ||
| Q2 24 | 5.5% | 1.0% |
现金转化率MBLYROL
| Q1 26 | — | 1.10× | ||
| Q4 25 | — | 1.41× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 1.40× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | — | 1.07× | ||
| Q2 24 | — | 1.12× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
