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MYR GROUP INC.（MYRG）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MYR GROUP INC.的1.5倍（$1.4B vs $973.5M），MYR GROUP INC.净利率更高（3.8% vs -22.3%，领先26.1%），罗布乐思同比增速更快（43.2% vs 17.3%），罗布乐思自由现金流更多（$308.6M vs $84.9M），过去两年罗布乐思的营收复合增速更高（32.9% vs 9.3%）
MYR集团是美国知名电气建设服务提供商，业务覆盖输配电线路、变电站、工商业建筑及可再生能源领域的电气施工，旗下拥有12家电气建设子公司，在北美电力基建赛道拥有深厚的技术积累与项目交付能力。
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。
MYRG vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.5倍
$973.5M
营收增速更快
RBLX
高出25.9%
17.3%
净利率更高
MYRG
高出26.1%
-22.3%
自由现金流更多
RBLX
多$223.7M
$84.9M
两年增速更快
RBLX
近两年复合增速
9.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $973.5M | $1.4B |
| 净利润 | $36.5M | $-316.0M |
| 毛利率 | 11.4% | 77.7% |
| 营业利润率 | 4.8% | -25.3% |
| 净利率 | 3.8% | -22.3% |
| 营收同比 | 17.3% | 43.2% |
| 净利润同比 | 129.1% | -43.9% |
| 每股收益（稀释后） | $2.33 | $-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MYRGRBLX
| Q4 25 | $973.5M | $1.4B | ||
| Q3 25 | $950.4M | $1.4B | ||
| Q2 25 | $900.3M | $1.1B | ||
| Q1 25 | $833.6M | $1.0B | ||
| Q4 24 | $829.8M | $988.2M | ||
| Q3 24 | $888.0M | $919.0M | ||
| Q2 24 | $828.9M | $893.5M | ||
| Q1 24 | $815.6M | $801.3M |
净利润MYRGRBLX
| Q4 25 | $36.5M | $-316.0M | ||
| Q3 25 | $32.1M | $-255.6M | ||
| Q2 25 | $26.5M | $-278.4M | ||
| Q1 25 | $23.3M | $-215.1M | ||
| Q4 24 | $16.0M | $-219.6M | ||
| Q3 24 | $10.6M | $-239.3M | ||
| Q2 24 | $-15.3M | $-205.9M | ||
| Q1 24 | $18.9M | $-270.6M |
毛利率MYRGRBLX
| Q4 25 | 11.4% | 77.7% | ||
| Q3 25 | 11.8% | 78.2% | ||
| Q2 25 | 11.5% | 78.2% | ||
| Q1 25 | 11.6% | 78.3% | ||
| Q4 24 | 10.4% | 77.9% | ||
| Q3 24 | 8.7% | 77.7% | ||
| Q2 24 | 4.9% | 77.8% | ||
| Q1 24 | 10.6% | 77.7% |
营业利润率MYRGRBLX
| Q4 25 | 4.8% | -25.3% | ||
| Q3 25 | 4.9% | -21.8% | ||
| Q2 25 | 4.4% | -29.8% | ||
| Q1 25 | 4.1% | -24.6% | ||
| Q4 24 | 3.6% | -24.7% | ||
| Q3 24 | 2.3% | -30.4% | ||
| Q2 24 | -2.5% | -26.6% | ||
| Q1 24 | 3.0% | -37.7% |
净利率MYRGRBLX
| Q4 25 | 3.8% | -22.3% | ||
| Q3 25 | 3.4% | -18.8% | ||
| Q2 25 | 2.9% | -25.8% | ||
| Q1 25 | 2.8% | -20.8% | ||
| Q4 24 | 1.9% | -22.2% | ||
| Q3 24 | 1.2% | -26.0% | ||
| Q2 24 | -1.8% | -23.0% | ||
| Q1 24 | 2.3% | -33.8% |
每股收益（稀释后）MYRGRBLX
| Q4 25 | $2.33 | $-0.44 | ||
| Q3 25 | $2.05 | $-0.37 | ||
| Q2 25 | $1.70 | $-0.41 | ||
| Q1 25 | $1.45 | $-0.32 | ||
| Q4 24 | $0.97 | $-0.32 | ||
| Q3 24 | $0.65 | $-0.37 | ||
| Q2 24 | $-0.91 | $-0.32 | ||
| Q1 24 | $1.12 | $-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 | $150.2M | $3.1B |
| 总债务越低越好 | $59.0M | $1.2B |
| 股东权益账面价值 | $660.4M | $394.5M |
| 总资产 | $1.6B | $9.6B |
| 负债/权益比越低杠杆越低 | 0.09× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资MYRGRBLX
| Q4 25 | $150.2M | $3.1B | ||
| Q3 25 | $76.2M | $2.9B | ||
| Q2 25 | $23.0M | $2.6B | ||
| Q1 25 | $10.9M | $2.7B | ||
| Q4 24 | $3.5M | $2.4B | ||
| Q3 24 | $7.6M | $2.3B | ||
| Q2 24 | $1.9M | $2.4B | ||
| Q1 24 | $3.9M | $2.4B |
总债务MYRGRBLX
| Q4 25 | $59.0M | $1.2B | ||
| Q3 25 | $72.0M | — | ||
| Q2 25 | $86.1M | — | ||
| Q1 25 | $87.2M | — | ||
| Q4 24 | $74.4M | $1.2B | ||
| Q3 24 | $93.2M | — | ||
| Q2 24 | $45.1M | — | ||
| Q1 24 | $37.9M | — |
股东权益MYRGRBLX
| Q4 25 | $660.4M | $394.5M | ||
| Q3 25 | $617.6M | $407.6M | ||
| Q2 25 | $583.2M | $353.2M | ||
| Q1 25 | $548.7M | $310.7M | ||
| Q4 24 | $600.4M | $221.4M | ||
| Q3 24 | $588.5M | $189.9M | ||
| Q2 24 | $633.3M | $121.5M | ||
| Q1 24 | $663.7M | $71.6M |
总资产MYRGRBLX
| Q4 25 | $1.6B | $9.6B | ||
| Q3 25 | $1.6B | $8.6B | ||
| Q2 25 | $1.6B | $7.8B | ||
| Q1 25 | $1.5B | $7.5B | ||
| Q4 24 | $1.6B | $7.2B | ||
| Q3 24 | $1.6B | $6.7B | ||
| Q2 24 | $1.6B | $6.5B | ||
| Q1 24 | $1.6B | $6.3B |
负债/权益比MYRGRBLX
| Q4 25 | 0.09× | 2.98× | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.15× | — | ||
| Q1 25 | 0.16× | — | ||
| Q4 24 | 0.12× | 5.48× | ||
| Q3 24 | 0.16× | — | ||
| Q2 24 | 0.07× | — | ||
| Q1 24 | 0.06× | — |
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 | $114.8M | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $84.9M | $308.6M |
| 自由现金流率自由现金流/营收 | 8.7% | 21.8% |
| 资本支出强度资本支出/营收 | 3.1% | 21.1% |
| 现金转化率经营现金流/净利润 | 3.14× | — |
| 过去12个月自由现金流最近4个季度 | $232.2M | $1.4B |
8季度趋势，按日历期对齐
经营现金流MYRGRBLX
| Q4 25 | $114.8M | $607.0M | ||
| Q3 25 | $95.6M | $546.2M | ||
| Q2 25 | $32.9M | $199.3M | ||
| Q1 25 | $83.3M | $443.9M | ||
| Q4 24 | $21.1M | $184.5M | ||
| Q3 24 | $35.6M | $247.4M | ||
| Q2 24 | $22.7M | $151.4M | ||
| Q1 24 | $7.7M | $238.9M |
自由现金流MYRGRBLX
| Q4 25 | $84.9M | $308.6M | ||
| Q3 25 | $65.4M | $443.6M | ||
| Q2 25 | $11.6M | $176.7M | ||
| Q1 25 | $70.2M | $426.5M | ||
| Q4 24 | $8.8M | $120.6M | ||
| Q3 24 | $18.0M | $218.0M | ||
| Q2 24 | $2.5M | $111.7M | ||
| Q1 24 | $-18.1M | $192.3M |
自由现金流率MYRGRBLX
| Q4 25 | 8.7% | 21.8% | ||
| Q3 25 | 6.9% | 32.6% | ||
| Q2 25 | 1.3% | 16.3% | ||
| Q1 25 | 8.4% | 41.2% | ||
| Q4 24 | 1.1% | 12.2% | ||
| Q3 24 | 2.0% | 23.7% | ||
| Q2 24 | 0.3% | 12.5% | ||
| Q1 24 | -2.2% | 24.0% |
资本支出强度MYRGRBLX
| Q4 25 | 3.1% | 21.1% | ||
| Q3 25 | 3.2% | 7.5% | ||
| Q2 25 | 2.4% | 2.1% | ||
| Q1 25 | 1.6% | 1.7% | ||
| Q4 24 | 1.5% | 6.5% | ||
| Q3 24 | 2.0% | 3.2% | ||
| Q2 24 | 2.4% | 4.4% | ||
| Q1 24 | 3.2% | 5.8% |
现金转化率MYRGRBLX
| Q4 25 | 3.14× | — | ||
| Q3 25 | 2.98× | — | ||
| Q2 25 | 1.24× | — | ||
| Q1 25 | 3.57× | — | ||
| Q4 24 | 1.32× | — | ||
| Q3 24 | 3.35× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.41× | — |
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
MYRG
| Market Type Electrical Construction | $442.6M | 45% |
| Market Type Transmission | $330.3M | 34% |
| Market Type Distribution | $200.6M | 21% |
RBLX
暂无分部数据
