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Envista Holdings Corp（NVST）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Envista Holdings Corp的1.9倍（$1.4B vs $750.6M），Envista Holdings Corp净利率更高（4.4% vs -22.3%，领先26.7%），罗布乐思同比增速更快（43.2% vs 15.0%），罗布乐思自由现金流更多（$308.6M vs $91.7M），过去两年罗布乐思的营收复合增速更高（32.9% vs 9.7%）
Envista Holdings Corp是一家总部位于美国的企业，旗下Envista Forensics业务板块面向保险、法律及风险管理行业，在全球范围内提供法务工程与事故复原解决方案。公司前身为LWG咨询有限公司，2017年正式更名为Envista Forensics。
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。
NVST vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.9倍
$750.6M
营收增速更快
RBLX
高出28.2%
15.0%
净利率更高
NVST
高出26.7%
-22.3%
自由现金流更多
RBLX
多$216.9M
$91.7M
两年增速更快
RBLX
近两年复合增速
9.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $750.6M | $1.4B |
| 净利润 | $32.9M | $-316.0M |
| 毛利率 | 54.7% | 77.7% |
| 营业利润率 | 9.8% | -25.3% |
| 净利率 | 4.4% | -22.3% |
| 营收同比 | 15.0% | 43.2% |
| 净利润同比 | 2641.7% | -43.9% |
| 每股收益（稀释后） | $0.20 | $-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NVSTRBLX
| Q4 25 | $750.6M | $1.4B | ||
| Q3 25 | $669.9M | $1.4B | ||
| Q2 25 | $682.1M | $1.1B | ||
| Q1 25 | $616.9M | $1.0B | ||
| Q4 24 | $652.9M | $988.2M | ||
| Q3 24 | $601.0M | $919.0M | ||
| Q2 24 | $633.1M | $893.5M | ||
| Q1 24 | $623.6M | $801.3M |
净利润NVSTRBLX
| Q4 25 | $32.9M | $-316.0M | ||
| Q3 25 | $-30.3M | $-255.6M | ||
| Q2 25 | $26.4M | $-278.4M | ||
| Q1 25 | $18.0M | $-215.1M | ||
| Q4 24 | $1.2M | $-219.6M | ||
| Q3 24 | $8.2M | $-239.3M | ||
| Q2 24 | $-1.2B | $-205.9M | ||
| Q1 24 | $23.6M | $-270.6M |
毛利率NVSTRBLX
| Q4 25 | 54.7% | 77.7% | ||
| Q3 25 | 55.3% | 78.2% | ||
| Q2 25 | 54.2% | 78.2% | ||
| Q1 25 | 54.5% | 78.3% | ||
| Q4 24 | 57.1% | 77.9% | ||
| Q3 24 | 52.8% | 77.7% | ||
| Q2 24 | 51.6% | 77.8% | ||
| Q1 24 | 57.1% | 77.7% |
营业利润率NVSTRBLX
| Q4 25 | 9.8% | -25.3% | ||
| Q3 25 | 8.6% | -21.8% | ||
| Q2 25 | 6.8% | -29.8% | ||
| Q1 25 | 6.3% | -24.6% | ||
| Q4 24 | 7.1% | -24.7% | ||
| Q3 24 | 3.5% | -30.4% | ||
| Q2 24 | -182.2% | -26.6% | ||
| Q1 24 | 7.7% | -37.7% |
净利率NVSTRBLX
| Q4 25 | 4.4% | -22.3% | ||
| Q3 25 | -4.5% | -18.8% | ||
| Q2 25 | 3.9% | -25.8% | ||
| Q1 25 | 2.9% | -20.8% | ||
| Q4 24 | 0.2% | -22.2% | ||
| Q3 24 | 1.4% | -26.0% | ||
| Q2 24 | -181.9% | -23.0% | ||
| Q1 24 | 3.8% | -33.8% |
每股收益（稀释后）NVSTRBLX
| Q4 25 | $0.20 | $-0.44 | ||
| Q3 25 | $-0.18 | $-0.37 | ||
| Q2 25 | $0.16 | $-0.41 | ||
| Q1 25 | $0.10 | $-0.32 | ||
| Q4 24 | $0.00 | $-0.32 | ||
| Q3 24 | $0.05 | $-0.37 | ||
| Q2 24 | $-6.69 | $-0.32 | ||
| Q1 24 | $0.14 | $-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 | $1.2B | $3.1B |
| 总债务越低越好 | $1.4B | $1.2B |
| 股东权益账面价值 | $3.1B | $394.5M |
| 总资产 | $5.7B | $9.6B |
| 负债/权益比越低杠杆越低 | 0.47× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资NVSTRBLX
| Q4 25 | $1.2B | $3.1B | ||
| Q3 25 | $1.1B | $2.9B | ||
| Q2 25 | $1.1B | $2.6B | ||
| Q1 25 | $1.1B | $2.7B | ||
| Q4 24 | $1.1B | $2.4B | ||
| Q3 24 | $991.3M | $2.3B | ||
| Q2 24 | $1.0B | $2.4B | ||
| Q1 24 | $948.5M | $2.4B |
总债务NVSTRBLX
| Q4 25 | $1.4B | $1.2B | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.4B | $1.2B | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.5B | — | ||
| Q1 24 | $1.5B | — |
股东权益NVSTRBLX
| Q4 25 | $3.1B | $394.5M | ||
| Q3 25 | $3.1B | $407.6M | ||
| Q2 25 | $3.1B | $353.2M | ||
| Q1 25 | $3.0B | $310.7M | ||
| Q4 24 | $2.9B | $221.4M | ||
| Q3 24 | $3.1B | $189.9M | ||
| Q2 24 | $3.0B | $121.5M | ||
| Q1 24 | $4.1B | $71.6M |
总资产NVSTRBLX
| Q4 25 | $5.7B | $9.6B | ||
| Q3 25 | $5.6B | $8.6B | ||
| Q2 25 | $5.7B | $7.8B | ||
| Q1 25 | $5.5B | $7.5B | ||
| Q4 24 | $5.4B | $7.2B | ||
| Q3 24 | $5.5B | $6.7B | ||
| Q2 24 | $5.4B | $6.5B | ||
| Q1 24 | $6.6B | $6.3B |
负债/权益比NVSTRBLX
| Q4 25 | 0.47× | 2.98× | ||
| Q3 25 | 0.47× | — | ||
| Q2 25 | 0.46× | — | ||
| Q1 25 | 0.47× | — | ||
| Q4 24 | 0.48× | 5.48× | ||
| Q3 24 | 0.46× | — | ||
| Q2 24 | 0.51× | — | ||
| Q1 24 | 0.36× | — |
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 | $108.0M | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $91.7M | $308.6M |
| 自由现金流率自由现金流/营收 | 12.2% | 21.8% |
| 资本支出强度资本支出/营收 | 2.2% | 21.1% |
| 现金转化率经营现金流/净利润 | 3.28× | — |
| 过去12个月自由现金流最近4个季度 | $230.4M | $1.4B |
8季度趋势，按日历期对齐
经营现金流NVSTRBLX
| Q4 25 | $108.0M | $607.0M | ||
| Q3 25 | $78.7M | $546.2M | ||
| Q2 25 | $88.7M | $199.3M | ||
| Q1 25 | $300.0K | $443.9M | ||
| Q4 24 | $132.4M | $184.5M | ||
| Q3 24 | $70.7M | $247.4M | ||
| Q2 24 | $93.1M | $151.4M | ||
| Q1 24 | $40.3M | $238.9M |
自由现金流NVSTRBLX
| Q4 25 | $91.7M | $308.6M | ||
| Q3 25 | $67.9M | $443.6M | ||
| Q2 25 | $76.4M | $176.7M | ||
| Q1 25 | $-5.6M | $426.5M | ||
| Q4 24 | $123.8M | $120.6M | ||
| Q3 24 | $63.3M | $218.0M | ||
| Q2 24 | $86.3M | $111.7M | ||
| Q1 24 | $29.3M | $192.3M |
自由现金流率NVSTRBLX
| Q4 25 | 12.2% | 21.8% | ||
| Q3 25 | 10.1% | 32.6% | ||
| Q2 25 | 11.2% | 16.3% | ||
| Q1 25 | -0.9% | 41.2% | ||
| Q4 24 | 19.0% | 12.2% | ||
| Q3 24 | 10.5% | 23.7% | ||
| Q2 24 | 13.6% | 12.5% | ||
| Q1 24 | 4.7% | 24.0% |
资本支出强度NVSTRBLX
| Q4 25 | 2.2% | 21.1% | ||
| Q3 25 | 1.6% | 7.5% | ||
| Q2 25 | 1.8% | 2.1% | ||
| Q1 25 | 1.0% | 1.7% | ||
| Q4 24 | 1.3% | 6.5% | ||
| Q3 24 | 1.2% | 3.2% | ||
| Q2 24 | 1.1% | 4.4% | ||
| Q1 24 | 1.8% | 5.8% |
现金转化率NVSTRBLX
| Q4 25 | 3.28× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.36× | — | ||
| Q1 25 | 0.02× | — | ||
| Q4 24 | 110.33× | — | ||
| Q3 24 | 8.62× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 1.71× | — |
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
NVST
| Other | $375.8M | 50% |
| Specialty Productsand Technologies | $188.4M | 25% |
| Equipmentand Consumables | $186.4M | 25% |
RBLX
暂无分部数据
