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OLD REPUBLIC INTERNATIONAL CORP(ORI)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
OLD REPUBLIC INTERNATIONAL CORP的季度营收约是罗布乐思的1.7倍($2.4B vs $1.4B),OLD REPUBLIC INTERNATIONAL CORP净利率更高(13.8% vs -22.3%,领先36.1%),罗布乐思同比增速更快(43.2% vs 6.7%),过去两年罗布乐思的营收复合增速更高(32.9% vs 13.2%)
Old Republic International Corp是一家总部位于美国伊利诺伊州芝加哥的保险企业,核心业务覆盖财产保险、产权保险两大领域,深耕行业多年,具备成熟的风险防控能力与完善的服务体系,可为各类客户提供专业可靠的保险产品及相关解决方案。
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。
ORI vs RBLX — 直观对比
营收规模更大
ORI
是对方的1.7倍
$1.4B
营收增速更快
RBLX
高出36.5%
6.7%
净利率更高
ORI
高出36.1%
-22.3%
两年增速更快
RBLX
近两年复合增速
13.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $2.4B | $1.4B |
| 净利润 | $330.0M | $-316.0M |
| 毛利率 | — | 77.7% |
| 营业利润率 | — | -25.3% |
| 净利率 | 13.8% | -22.3% |
| 营收同比 | 6.7% | 43.2% |
| 净利润同比 | -145.5% | -43.9% |
| 每股收益(稀释后) | — | $-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
ORI
RBLX
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.4B | $1.4B | ||
| Q3 25 | $2.4B | $1.4B | ||
| Q2 25 | $2.2B | $1.1B | ||
| Q1 25 | $2.1B | $1.0B | ||
| Q4 24 | $2.0B | $988.2M | ||
| Q3 24 | $2.3B | $919.0M | ||
| Q2 24 | $1.9B | $893.5M |
净利润
ORI
RBLX
| Q1 26 | $330.0M | — | ||
| Q4 25 | $206.5M | $-316.0M | ||
| Q3 25 | $279.5M | $-255.6M | ||
| Q2 25 | $204.4M | $-278.4M | ||
| Q1 25 | $245.0M | $-215.1M | ||
| Q4 24 | $105.3M | $-219.6M | ||
| Q3 24 | $338.9M | $-239.3M | ||
| Q2 24 | $91.8M | $-205.9M |
毛利率
ORI
RBLX
| Q1 26 | — | — | ||
| Q4 25 | — | 77.7% | ||
| Q3 25 | — | 78.2% | ||
| Q2 25 | — | 78.2% | ||
| Q1 25 | — | 78.3% | ||
| Q4 24 | — | 77.9% | ||
| Q3 24 | — | 77.7% | ||
| Q2 24 | — | 77.8% |
营业利润率
ORI
RBLX
| Q1 26 | — | — | ||
| Q4 25 | — | -25.3% | ||
| Q3 25 | 14.6% | -21.8% | ||
| Q2 25 | 11.8% | -29.8% | ||
| Q1 25 | 14.6% | -24.6% | ||
| Q4 24 | — | -24.7% | ||
| Q3 24 | 18.2% | -30.4% | ||
| Q2 24 | 6.1% | -26.6% |
净利率
ORI
RBLX
| Q1 26 | 13.8% | — | ||
| Q4 25 | 8.6% | -22.3% | ||
| Q3 25 | 11.5% | -18.8% | ||
| Q2 25 | 9.3% | -25.8% | ||
| Q1 25 | 11.6% | -20.8% | ||
| Q4 24 | 5.3% | -22.2% | ||
| Q3 24 | 14.5% | -26.0% | ||
| Q2 24 | 4.9% | -23.0% |
每股收益(稀释后)
ORI
RBLX
| Q1 26 | — | — | ||
| Q4 25 | $0.82 | $-0.44 | ||
| Q3 25 | $1.11 | $-0.37 | ||
| Q2 25 | $0.81 | $-0.41 | ||
| Q1 25 | $0.98 | $-0.32 | ||
| Q4 24 | $0.42 | $-0.32 | ||
| Q3 24 | $1.32 | $-0.37 | ||
| Q2 24 | $0.35 | $-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 | — | $3.1B |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $5.9M | $394.5M |
| 总资产 | $29.6M | $9.6B |
| 负债/权益比越低杠杆越低 | — | 2.98× |
8季度趋势,按日历期对齐
现金及短期投资
ORI
RBLX
| Q1 26 | — | — | ||
| 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 |
总债务
ORI
RBLX
| Q1 26 | — | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
ORI
RBLX
| Q1 26 | $5.9M | — | ||
| Q4 25 | $5.9B | $394.5M | ||
| Q3 25 | $6.4B | $407.6M | ||
| Q2 25 | $6.2B | $353.2M | ||
| Q1 25 | $5.9B | $310.7M | ||
| Q4 24 | $5.6B | $221.4M | ||
| Q3 24 | $6.4B | $189.9M | ||
| Q2 24 | $6.0B | $121.5M |
总资产
ORI
RBLX
| Q1 26 | $29.6M | — | ||
| Q4 25 | $29.9B | $9.6B | ||
| Q3 25 | $30.3B | $8.6B | ||
| Q2 25 | $29.3B | $7.8B | ||
| Q1 25 | $28.0B | $7.5B | ||
| Q4 24 | $27.8B | $7.2B | ||
| Q3 24 | $28.8B | $6.7B | ||
| Q2 24 | $27.5B | $6.5B |
负债/权益比
ORI
RBLX
| Q1 26 | — | — | ||
| Q4 25 | — | 2.98× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 5.48× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $607.0M |
| 自由现金流经营现金流 - 资本支出 | — | $308.6M |
| 自由现金流率自由现金流/营收 | — | 21.8% |
| 资本支出强度资本支出/营收 | — | 21.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $1.4B |
8季度趋势,按日历期对齐
经营现金流
ORI
RBLX
| Q1 26 | — | — | ||
| Q4 25 | $234.9M | $607.0M | ||
| Q3 25 | $563.9M | $546.2M | ||
| Q2 25 | $133.8M | $199.3M | ||
| Q1 25 | $231.7M | $443.9M | ||
| Q4 24 | $361.7M | $184.5M | ||
| Q3 24 | $474.8M | $247.4M | ||
| Q2 24 | $236.5M | $151.4M |
自由现金流
ORI
RBLX
| Q1 26 | — | — | ||
| Q4 25 | — | $308.6M | ||
| Q3 25 | — | $443.6M | ||
| Q2 25 | — | $176.7M | ||
| Q1 25 | — | $426.5M | ||
| Q4 24 | — | $120.6M | ||
| Q3 24 | — | $218.0M | ||
| Q2 24 | — | $111.7M |
自由现金流率
ORI
RBLX
| Q1 26 | — | — | ||
| Q4 25 | — | 21.8% | ||
| Q3 25 | — | 32.6% | ||
| Q2 25 | — | 16.3% | ||
| Q1 25 | — | 41.2% | ||
| Q4 24 | — | 12.2% | ||
| Q3 24 | — | 23.7% | ||
| Q2 24 | — | 12.5% |
资本支出强度
ORI
RBLX
| Q1 26 | — | — | ||
| Q4 25 | — | 21.1% | ||
| Q3 25 | — | 7.5% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 6.5% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 4.4% |
现金转化率
ORI
RBLX
| Q1 26 | — | — | ||
| Q4 25 | 1.14× | — | ||
| Q3 25 | 2.02× | — | ||
| Q2 25 | 0.65× | — | ||
| Q1 25 | 0.95× | — | ||
| Q4 24 | 3.43× | — | ||
| Q3 24 | 1.40× | — | ||
| Q2 24 | 2.58× | — |
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
ORI
| operating | $2.2B | 92% |
| net investment gains | $201.8M | 8% |
RBLX
暂无分部数据