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nVent Electric plc（NVT）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nVent Electric plc的1.3倍（$1.4B vs $1.1B），nVent Electric plc净利率更高（11.1% vs -22.3%，领先33.5%），nVent Electric plc同比增速更快（127.3% vs 43.2%），罗布乐思自由现金流更多（$308.6M vs $165.7M），过去两年罗布乐思的营收复合增速更高（32.9% vs 10.4%）
nVent Electric plc是一家源自英美的跨国企业，主营电气连接及外壳类产品。公司集产品设计、生产、销售为一体，同时提供配套运维服务，旗下产品可实现电气系统的连接、防护与管理，覆盖商业、工业、住宅、基建、数据中心等多元应用场景。
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。
NVT vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.3倍
$1.1B
营收增速更快
NVT
高出84.2%
43.2%
净利率更高
NVT
高出33.5%
-22.3%
自由现金流更多
RBLX
多$142.9M
$165.7M
两年增速更快
RBLX
近两年复合增速
10.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.4B |
| 净利润 | $118.8M | $-316.0M |
| 毛利率 | 36.5% | 77.7% |
| 营业利润率 | 15.4% | -25.3% |
| 净利率 | 11.1% | -22.3% |
| 营收同比 | 127.3% | 43.2% |
| 净利润同比 | 1010.3% | -43.9% |
| 每股收益（稀释后） | $0.74 | $-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NVTRBLX
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $963.1M | $1.1B | ||
| Q1 25 | $809.3M | $1.0B | ||
| Q4 24 | $469.2M | $988.2M | ||
| Q3 24 | $782.0M | $919.0M | ||
| Q2 24 | $880.3M | $893.5M | ||
| Q1 24 | $874.6M | $801.3M |
净利润NVTRBLX
| Q4 25 | $118.8M | $-316.0M | ||
| Q3 25 | $121.2M | $-255.6M | ||
| Q2 25 | $109.5M | $-278.4M | ||
| Q1 25 | $360.7M | $-215.1M | ||
| Q4 24 | $10.7M | $-219.6M | ||
| Q3 24 | $105.0M | $-239.3M | ||
| Q2 24 | $111.0M | $-205.9M | ||
| Q1 24 | $105.1M | $-270.6M |
毛利率NVTRBLX
| Q4 25 | 36.5% | 77.7% | ||
| Q3 25 | 37.4% | 78.2% | ||
| Q2 25 | 38.6% | 78.2% | ||
| Q1 25 | 38.8% | 78.3% | ||
| Q4 24 | 37.1% | 77.9% | ||
| Q3 24 | 39.8% | 77.7% | ||
| Q2 24 | 41.8% | 77.8% | ||
| Q1 24 | 40.6% | 77.7% |
营业利润率NVTRBLX
| Q4 25 | 15.4% | -25.3% | ||
| Q3 25 | 15.8% | -21.8% | ||
| Q2 25 | 16.3% | -29.8% | ||
| Q1 25 | 16.1% | -24.6% | ||
| Q4 24 | 14.3% | -24.7% | ||
| Q3 24 | 17.0% | -30.4% | ||
| Q2 24 | 19.1% | -26.6% | ||
| Q1 24 | 18.2% | -37.7% |
净利率NVTRBLX
| Q4 25 | 11.1% | -22.3% | ||
| Q3 25 | 11.5% | -18.8% | ||
| Q2 25 | 11.4% | -25.8% | ||
| Q1 25 | 44.6% | -20.8% | ||
| Q4 24 | 2.3% | -22.2% | ||
| Q3 24 | 13.4% | -26.0% | ||
| Q2 24 | 12.6% | -23.0% | ||
| Q1 24 | 12.0% | -33.8% |
每股收益（稀释后）NVTRBLX
| Q4 25 | $0.74 | $-0.44 | ||
| Q3 25 | $0.74 | $-0.37 | ||
| Q2 25 | $0.67 | $-0.41 | ||
| Q1 25 | $2.16 | $-0.32 | ||
| Q4 24 | $0.07 | $-0.32 | ||
| Q3 24 | $0.62 | $-0.37 | ||
| Q2 24 | $0.66 | $-0.32 | ||
| Q1 24 | $0.62 | $-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 | — | $3.1B |
| 总债务越低越好 | $1.6B | $1.2B |
| 股东权益账面价值 | $3.7B | $394.5M |
| 总资产 | $6.9B | $9.6B |
| 负债/权益比越低杠杆越低 | 0.42× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资NVTRBLX
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.4B | ||
| Q1 24 | — | $2.4B |
总债务NVTRBLX
| Q4 25 | $1.6B | $1.2B | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $2.2B | $1.2B | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $1.8B | — | ||
| Q1 24 | $1.8B | — |
股东权益NVTRBLX
| Q4 25 | $3.7B | $394.5M | ||
| Q3 25 | $3.6B | $407.6M | ||
| Q2 25 | $3.5B | $353.2M | ||
| Q1 25 | $3.6B | $310.7M | ||
| Q4 24 | $3.2B | $221.4M | ||
| Q3 24 | $3.3B | $189.9M | ||
| Q2 24 | $3.3B | $121.5M | ||
| Q1 24 | $3.2B | $71.6M |
总资产NVTRBLX
| Q4 25 | $6.9B | $9.6B | ||
| Q3 25 | $6.8B | $8.6B | ||
| Q2 25 | $6.7B | $7.8B | ||
| Q1 25 | $6.7B | $7.5B | ||
| Q4 24 | $6.7B | $7.2B | ||
| Q3 24 | $6.9B | $6.7B | ||
| Q2 24 | $6.2B | $6.5B | ||
| Q1 24 | $6.2B | $6.3B |
负债/权益比NVTRBLX
| Q4 25 | 0.42× | 2.98× | ||
| Q3 25 | 0.44× | — | ||
| Q2 25 | 0.50× | — | ||
| Q1 25 | 0.49× | — | ||
| Q4 24 | 0.67× | 5.48× | ||
| Q3 24 | 0.69× | — | ||
| Q2 24 | 0.54× | — | ||
| Q1 24 | 0.55× | — |
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 | $202.4M | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $165.7M | $308.6M |
| 自由现金流率自由现金流/营收 | 15.5% | 21.8% |
| 资本支出强度资本支出/营收 | 3.4% | 21.1% |
| 现金转化率经营现金流/净利润 | 1.70× | — |
| 过去12个月自由现金流最近4个季度 | $371.9M | $1.4B |
8季度趋势，按日历期对齐
经营现金流NVTRBLX
| Q4 25 | $202.4M | $607.0M | ||
| Q3 25 | $219.5M | $546.2M | ||
| Q2 25 | $-16.9M | $199.3M | ||
| Q1 25 | $60.2M | $443.9M | ||
| Q4 24 | $224.6M | $184.5M | ||
| Q3 24 | $197.7M | $247.4M | ||
| Q2 24 | $130.8M | $151.4M | ||
| Q1 24 | $90.0M | $238.9M |
自由现金流NVTRBLX
| Q4 25 | $165.7M | $308.6M | ||
| Q3 25 | $200.9M | $443.6M | ||
| Q2 25 | $-33.8M | $176.7M | ||
| Q1 25 | $39.1M | $426.5M | ||
| Q4 24 | $198.1M | $120.6M | ||
| Q3 24 | $184.8M | $218.0M | ||
| Q2 24 | $112.3M | $111.7M | ||
| Q1 24 | $73.9M | $192.3M |
自由现金流率NVTRBLX
| Q4 25 | 15.5% | 21.8% | ||
| Q3 25 | 19.1% | 32.6% | ||
| Q2 25 | -3.5% | 16.3% | ||
| Q1 25 | 4.8% | 41.2% | ||
| Q4 24 | 42.2% | 12.2% | ||
| Q3 24 | 23.6% | 23.7% | ||
| Q2 24 | 12.8% | 12.5% | ||
| Q1 24 | 8.4% | 24.0% |
资本支出强度NVTRBLX
| Q4 25 | 3.4% | 21.1% | ||
| Q3 25 | 1.8% | 7.5% | ||
| Q2 25 | 1.8% | 2.1% | ||
| Q1 25 | 2.6% | 1.7% | ||
| Q4 24 | 5.6% | 6.5% | ||
| Q3 24 | 1.6% | 3.2% | ||
| Q2 24 | 2.1% | 4.4% | ||
| Q1 24 | 1.8% | 5.8% |
现金转化率NVTRBLX
| Q4 25 | 1.70× | — | ||
| Q3 25 | 1.81× | — | ||
| Q2 25 | -0.15× | — | ||
| Q1 25 | 0.17× | — | ||
| Q4 24 | 20.99× | — | ||
| Q3 24 | 1.88× | — | ||
| Q2 24 | 1.18× | — | ||
| Q1 24 | 0.86× | — |
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
NVT
| Industrial Sector | $554.0M | 52% |
| Electricaland Fastening Solutions Segment | $278.0M | 26% |
| Energy Sector | $235.0M | 22% |
RBLX
暂无分部数据
