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OLD NATIONAL BANCORP（ONB）与ROKU, INC（ROKU）财务数据对比。点击上方公司名可切换其他公司
ROKU, INC的季度营收约是OLD NATIONAL BANCORP的2.0倍（$1.4B vs $702.8M），OLD NATIONAL BANCORP净利率更高（33.3% vs 5.8%，领先27.5%），OLD NATIONAL BANCORP同比增速更快（44.4% vs 16.1%），过去两年OLD NATIONAL BANCORP的营收复合增速更高（34.5% vs 25.8%）
Old National Bank是美国地区性银行，隶属于Old National Bancorp，总部位于芝加哥及印第安纳州埃文斯维尔，总资产485亿美元，拥有250个银行网点、近200家零售分行，是总部设于印第安纳州的最大金融服务银行控股公司，位列全美银行企业前30，业务覆盖美国八个州。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
ONB vs ROKU — 直观对比
营收规模更大
ROKU
是对方的2.0倍
$702.8M
营收增速更快
ONB
高出28.2%
16.1%
净利率更高
ONB
高出27.5%
5.8%
两年增速更快
ONB
近两年复合增速
25.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $702.8M | $1.4B |
| 净利润 | $233.7M | $80.5M |
| 毛利率 | — | 43.5% |
| 营业利润率 | — | 4.7% |
| 净利率 | 33.3% | 5.8% |
| 营收同比 | 44.4% | 16.1% |
| 净利润同比 | 61.5% | 326.4% |
| 每股收益（稀释后） | — | $0.55 |
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ONBROKU
| Q1 26 | $702.8M | — | ||
| Q4 25 | $580.8M | $1.4B | ||
| Q3 25 | $574.6M | $1.2B | ||
| Q2 25 | $514.8M | $1.1B | ||
| Q1 25 | $387.6M | $1.0B | ||
| Q4 24 | $394.2M | $1.2B | ||
| Q3 24 | $391.7M | $1.1B | ||
| Q2 24 | $388.4M | $968.2M |
净利润ONBROKU
| Q1 26 | $233.7M | — | ||
| Q4 25 | $216.6M | $80.5M | ||
| Q3 25 | $182.6M | $24.8M | ||
| Q2 25 | $125.4M | $10.5M | ||
| Q1 25 | $144.7M | $-27.4M | ||
| Q4 24 | $153.9M | $-35.5M | ||
| Q3 24 | $143.8M | $-9.0M | ||
| Q2 24 | $121.2M | $-34.0M |
毛利率ONBROKU
| Q1 26 | — | — | ||
| Q4 25 | — | 43.5% | ||
| Q3 25 | — | 43.4% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 43.6% | ||
| Q4 24 | — | 42.7% | ||
| Q3 24 | — | 45.2% | ||
| Q2 24 | — | 43.9% |
营业利润率ONBROKU
| Q1 26 | — | — | ||
| Q4 25 | 46.7% | 4.7% | ||
| Q3 25 | 40.5% | 0.8% | ||
| Q2 25 | 30.2% | -2.1% | ||
| Q1 25 | 46.8% | -5.7% | ||
| Q4 24 | 47.2% | -3.3% | ||
| Q3 24 | 47.2% | -3.4% | ||
| Q2 24 | 40.3% | -7.4% |
净利率ONBROKU
| Q1 26 | 33.3% | — | ||
| Q4 25 | 37.3% | 5.8% | ||
| Q3 25 | 31.8% | 2.0% | ||
| Q2 25 | 24.4% | 0.9% | ||
| Q1 25 | 37.3% | -2.7% | ||
| Q4 24 | 39.0% | -3.0% | ||
| Q3 24 | 36.7% | -0.9% | ||
| Q2 24 | 31.2% | -3.5% |
每股收益（稀释后）ONBROKU
| Q1 26 | — | — | ||
| Q4 25 | $0.55 | $0.55 | ||
| Q3 25 | $0.46 | $0.16 | ||
| Q2 25 | $0.34 | $0.07 | ||
| Q1 25 | $0.44 | $-0.19 | ||
| Q4 24 | $0.47 | $-0.24 | ||
| Q3 24 | $0.44 | $-0.06 | ||
| Q2 24 | $0.37 | $-0.24 |
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 | — | $2.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.5B | $2.7B |
| 总资产 | $73.0B | $4.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ONBROKU
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $2.3B | ||
| Q3 25 | $1.7B | $2.3B | ||
| Q2 25 | $1.8B | $2.3B | ||
| Q1 25 | $1.2B | $2.3B | ||
| Q4 24 | $1.2B | $2.2B | ||
| Q3 24 | $1.2B | $2.1B | ||
| Q2 24 | $1.2B | $2.1B |
股东权益ONBROKU
| Q1 26 | $8.5B | — | ||
| Q4 25 | $8.5B | $2.7B | ||
| Q3 25 | $8.3B | $2.6B | ||
| Q2 25 | $8.1B | $2.6B | ||
| Q1 25 | $6.5B | $2.5B | ||
| Q4 24 | $6.3B | $2.5B | ||
| Q3 24 | $6.4B | $2.5B | ||
| Q2 24 | $6.1B | $2.4B |
总资产ONBROKU
| Q1 26 | $73.0B | — | ||
| Q4 25 | $72.2B | $4.4B | ||
| Q3 25 | $71.2B | $4.4B | ||
| Q2 25 | $71.0B | $4.3B | ||
| Q1 25 | $53.9B | $4.2B | ||
| Q4 24 | $53.6B | $4.3B | ||
| Q3 24 | $53.6B | $4.3B | ||
| Q2 24 | $53.1B | $4.1B |
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 | — | $107.7M |
| 自由现金流经营现金流 - 资本支出 | — | $106.6M |
| 自由现金流率自由现金流/营收 | — | 7.6% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 现金转化率经营现金流/净利润 | — | 1.34× |
| 过去12个月自由现金流最近4个季度 | — | $478.4M |
8季度趋势，按日历期对齐
经营现金流ONBROKU
| Q1 26 | — | — | ||
| Q4 25 | $159.2M | $107.7M | ||
| Q3 25 | $341.2M | $127.6M | ||
| Q2 25 | $72.9M | $109.7M | ||
| Q1 25 | $108.2M | $138.7M | ||
| Q4 24 | $235.8M | $79.3M | ||
| Q3 24 | $121.3M | $68.7M | ||
| Q2 24 | $161.0M | $23.4M |
自由现金流ONBROKU
| Q1 26 | — | — | ||
| Q4 25 | $137.3M | $106.6M | ||
| Q3 25 | $333.6M | $126.5M | ||
| Q2 25 | $64.1M | $108.6M | ||
| Q1 25 | $102.4M | $136.8M | ||
| Q4 24 | $229.0M | $76.8M | ||
| Q3 24 | $115.7M | $67.6M | ||
| Q2 24 | $151.6M | $22.5M |
自由现金流率ONBROKU
| Q1 26 | — | — | ||
| Q4 25 | 23.6% | 7.6% | ||
| Q3 25 | 58.1% | 10.4% | ||
| Q2 25 | 12.4% | 9.8% | ||
| Q1 25 | 26.4% | 13.4% | ||
| Q4 24 | 58.1% | 6.4% | ||
| Q3 24 | 29.5% | 6.4% | ||
| Q2 24 | 39.0% | 2.3% |
资本支出强度ONBROKU
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 0.1% | ||
| Q3 25 | 1.3% | 0.1% | ||
| Q2 25 | 1.7% | 0.1% | ||
| Q1 25 | 1.5% | 0.2% | ||
| Q4 24 | 1.7% | 0.2% | ||
| Q3 24 | 1.4% | 0.1% | ||
| Q2 24 | 2.4% | 0.1% |
现金转化率ONBROKU
| Q1 26 | — | — | ||
| Q4 25 | 0.73× | 1.34× | ||
| Q3 25 | 1.87× | 5.14× | ||
| Q2 25 | 0.58× | 10.45× | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | 1.53× | — | ||
| Q3 24 | 0.84× | — | ||
| Q2 24 | 1.33× | — |
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
ONB
暂无分部数据
ROKU
| Services | $1.2B | 88% |
| Products | $170.9M | 12% |
