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英伟达（NVDA）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
英伟达的季度营收约是罗布乐思的48.1倍（$68.1B vs $1.4B），英伟达净利率更高（63.1% vs -22.3%，领先85.4%），英伟达同比增速更快（73.2% vs 43.2%），英伟达自由现金流更多（$34.9B vs $308.6M），过去两年英伟达的营收复合增速更高（61.7% vs 32.9%）
英伟达是总部位于美国加利福尼亚州圣克拉拉的科技企业，1993年由黄仁勋、克里斯·马拉科夫斯基、柯蒂斯·普里姆联合创立。公司主营图形处理器（GPU）、系统级芯片（SoC）及应用程序接口（API）产品，覆盖数据科学、高性能计算、游戏、移动与车载应用等领域，是全球知名的头部科技企业之一。
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。
NVDA vs RBLX — 直观对比
营收规模更大
NVDA
是对方的48.1倍
$1.4B
营收增速更快
NVDA
高出30.0%
43.2%
净利率更高
NVDA
高出85.4%
-22.3%
自由现金流更多
NVDA
多$34.6B
$308.6M
两年增速更快
NVDA
近两年复合增速
32.9%
损益表 — Q4 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $68.1B | $1.4B |
| 净利润 | $43.0B | $-316.0M |
| 毛利率 | 75.0% | 77.7% |
| 营业利润率 | 65.0% | -25.3% |
| 净利率 | 63.1% | -22.3% |
| 营收同比 | 73.2% | 43.2% |
| 净利润同比 | 94.5% | -43.9% |
| 每股收益（稀释后） | $1.76 | $-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NVDARBLX
| Q1 26 | $68.1B | — | ||
| Q4 25 | $57.0B | $1.4B | ||
| Q3 25 | $46.7B | $1.4B | ||
| Q2 25 | $44.1B | $1.1B | ||
| Q1 25 | $39.3B | $1.0B | ||
| Q4 24 | $35.1B | $988.2M | ||
| Q3 24 | $30.0B | $919.0M | ||
| Q2 24 | $26.0B | $893.5M |
净利润NVDARBLX
| Q1 26 | $43.0B | — | ||
| Q4 25 | $31.9B | $-316.0M | ||
| Q3 25 | $26.4B | $-255.6M | ||
| Q2 25 | $18.8B | $-278.4M | ||
| Q1 25 | $22.1B | $-215.1M | ||
| Q4 24 | $19.3B | $-219.6M | ||
| Q3 24 | $16.6B | $-239.3M | ||
| Q2 24 | $14.9B | $-205.9M |
毛利率NVDARBLX
| Q1 26 | 75.0% | — | ||
| Q4 25 | 73.4% | 77.7% | ||
| Q3 25 | 72.4% | 78.2% | ||
| Q2 25 | 60.5% | 78.2% | ||
| Q1 25 | 73.0% | 78.3% | ||
| Q4 24 | 74.6% | 77.9% | ||
| Q3 24 | 75.1% | 77.7% | ||
| Q2 24 | 78.4% | 77.8% |
营业利润率NVDARBLX
| Q1 26 | 65.0% | — | ||
| Q4 25 | 63.2% | -25.3% | ||
| Q3 25 | 60.8% | -21.8% | ||
| Q2 25 | 49.1% | -29.8% | ||
| Q1 25 | 61.1% | -24.6% | ||
| Q4 24 | 62.3% | -24.7% | ||
| Q3 24 | 62.1% | -30.4% | ||
| Q2 24 | 64.9% | -26.6% |
净利率NVDARBLX
| Q1 26 | 63.1% | — | ||
| Q4 25 | 56.0% | -22.3% | ||
| Q3 25 | 56.5% | -18.8% | ||
| Q2 25 | 42.6% | -25.8% | ||
| Q1 25 | 56.2% | -20.8% | ||
| Q4 24 | 55.0% | -22.2% | ||
| Q3 24 | 55.3% | -26.0% | ||
| Q2 24 | 57.1% | -23.0% |
每股收益（稀释后）NVDARBLX
| Q1 26 | $1.76 | — | ||
| Q4 25 | $1.30 | $-0.44 | ||
| Q3 25 | $1.08 | $-0.37 | ||
| Q2 25 | $0.76 | $-0.41 | ||
| Q1 25 | $-4.49 | $-0.32 | ||
| Q4 24 | $0.78 | $-0.32 | ||
| Q3 24 | $0.67 | $-0.37 | ||
| Q2 24 | $5.98 | $-0.32 |
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 | $10.6B | $3.1B |
| 总债务越低越好 | $8.5B | $1.2B |
| 股东权益账面价值 | $157.3B | $394.5M |
| 总资产 | $206.8B | $9.6B |
| 负债/权益比越低杠杆越低 | 0.05× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资NVDARBLX
| Q1 26 | $10.6B | — | ||
| Q4 25 | $60.6B | $3.1B | ||
| Q3 25 | $56.8B | $2.9B | ||
| Q2 25 | $53.7B | $2.6B | ||
| Q1 25 | $43.2B | $2.7B | ||
| Q4 24 | $38.5B | $2.4B | ||
| Q3 24 | $34.8B | $2.3B | ||
| Q2 24 | $31.4B | $2.4B |
总债务NVDARBLX
| Q1 26 | $8.5B | — | ||
| Q4 25 | $8.5B | $1.2B | ||
| Q3 25 | $8.5B | — | ||
| Q2 25 | $8.5B | — | ||
| Q1 25 | $8.5B | — | ||
| Q4 24 | $8.5B | $1.2B | ||
| Q3 24 | $8.5B | — | ||
| Q2 24 | $9.7B | — |
股东权益NVDARBLX
| Q1 26 | $157.3B | — | ||
| Q4 25 | $118.9B | $394.5M | ||
| Q3 25 | $100.1B | $407.6M | ||
| Q2 25 | $83.8B | $353.2M | ||
| Q1 25 | $79.3B | $310.7M | ||
| Q4 24 | $65.9B | $221.4M | ||
| Q3 24 | $58.2B | $189.9M | ||
| Q2 24 | $49.1B | $121.5M |
总资产NVDARBLX
| Q1 26 | $206.8B | — | ||
| Q4 25 | $161.1B | $9.6B | ||
| Q3 25 | $140.7B | $8.6B | ||
| Q2 25 | $125.3B | $7.8B | ||
| Q1 25 | $111.6B | $7.5B | ||
| Q4 24 | $96.0B | $7.2B | ||
| Q3 24 | $85.2B | $6.7B | ||
| Q2 24 | $77.1B | $6.5B |
负债/权益比NVDARBLX
| Q1 26 | 0.05× | — | ||
| Q4 25 | 0.07× | 2.98× | ||
| Q3 25 | 0.08× | — | ||
| Q2 25 | 0.10× | — | ||
| Q1 25 | 0.11× | — | ||
| Q4 24 | 0.13× | 5.48× | ||
| Q3 24 | 0.15× | — | ||
| Q2 24 | 0.20× | — |
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 | $36.2B | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $34.9B | $308.6M |
| 自由现金流率自由现金流/营收 | 51.2% | 21.8% |
| 资本支出强度资本支出/营收 | 1.9% | 21.1% |
| 现金转化率经营现金流/净利润 | 0.84× | — |
| 过去12个月自由现金流最近4个季度 | $96.7B | $1.4B |
8季度趋势，按日历期对齐
经营现金流NVDARBLX
| Q1 26 | $36.2B | — | ||
| Q4 25 | $23.8B | $607.0M | ||
| Q3 25 | $15.4B | $546.2M | ||
| Q2 25 | $27.4B | $199.3M | ||
| Q1 25 | $16.6B | $443.9M | ||
| Q4 24 | $17.6B | $184.5M | ||
| Q3 24 | $14.5B | $247.4M | ||
| Q2 24 | $15.3B | $151.4M |
自由现金流NVDARBLX
| Q1 26 | $34.9B | — | ||
| Q4 25 | $22.1B | $308.6M | ||
| Q3 25 | $13.5B | $443.6M | ||
| Q2 25 | $26.2B | $176.7M | ||
| Q1 25 | $15.6B | $426.5M | ||
| Q4 24 | $16.8B | $120.6M | ||
| Q3 24 | $13.5B | $218.0M | ||
| Q2 24 | $15.0B | $111.7M |
自由现金流率NVDARBLX
| Q1 26 | 51.2% | — | ||
| Q4 25 | 38.8% | 21.8% | ||
| Q3 25 | 28.8% | 32.6% | ||
| Q2 25 | 59.4% | 16.3% | ||
| Q1 25 | 39.5% | 41.2% | ||
| Q4 24 | 47.9% | 12.2% | ||
| Q3 24 | 45.0% | 23.7% | ||
| Q2 24 | 57.5% | 12.5% |
资本支出强度NVDARBLX
| Q1 26 | 1.9% | — | ||
| Q4 25 | 2.9% | 21.1% | ||
| Q3 25 | 4.1% | 7.5% | ||
| Q2 25 | 2.8% | 2.1% | ||
| Q1 25 | 2.7% | 1.7% | ||
| Q4 24 | 2.3% | 6.5% | ||
| Q3 24 | 3.3% | 3.2% | ||
| Q2 24 | 1.4% | 4.4% |
现金转化率NVDARBLX
| Q1 26 | 0.84× | — | ||
| Q4 25 | 0.74× | — | ||
| Q3 25 | 0.58× | — | ||
| Q2 25 | 1.46× | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | 0.91× | — | ||
| Q3 24 | 0.87× | — | ||
| Q2 24 | 1.03× | — |
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
NVDA
| Compute | $51.3B | 75% |
| Networking | $11.0B | 16% |
| Gaming | $3.7B | 5% |
| Professional Visualization | $1.3B | 2% |
| Automotive | $604.0M | 1% |
| OEM And Other | $161.0M | 0% |
| Inventory Purchase Obligations In Excess Of Projections | $31.0M | 0% |
RBLX
暂无分部数据
