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BLUE OWL CAPITAL INC.（OWL）与Reddit, Inc.（RDDT）财务数据对比。点击上方公司名可切换其他公司
BLUE OWL CAPITAL INC.的季度营收约是Reddit, Inc.的1.1倍（$755.6M vs $663.0M），Reddit, Inc.净利率更高（30.8% vs 6.3%，领先24.5%），Reddit, Inc.同比增速更快（69.0% vs 19.7%），BLUE OWL CAPITAL INC.自由现金流更多（$359.1M vs $311.0M），过去两年Reddit, Inc.的营收复合增速更高（53.6% vs 21.3%）
Blue Owl Capital Inc.是美国另类投资资产管理机构，于纽约证券交易所挂牌上市，股票代码为OWL，总部设在纽约市，在伦敦、迪拜、中国香港等全球多地设有办事处，专注为各类客户提供专业的另类资产管理解决方案。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台，注册用户可发布链接、文字帖、图片、视频等各类内容，其他用户可对内容进行点赞或点踩，内容按主题归类到用户创建的子板块中，获赞更高的内容会排在板块前列，热度足够的内容还将展示在全站首页。
OWL vs RDDT — 直观对比
营收规模更大
OWL
是对方的1.1倍
$663.0M
营收增速更快
RDDT
高出49.3%
19.7%
净利率更高
RDDT
高出24.5%
6.3%
自由现金流更多
OWL
多$48.1M
$311.0M
两年增速更快
RDDT
近两年复合增速
21.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $755.6M | $663.0M |
| 净利润 | $47.7M | $204.0M |
| 毛利率 | — | 100.0% |
| 营业利润率 | 22.2% | 0.0% |
| 净利率 | 6.3% | 30.8% |
| 营收同比 | 19.7% | 69.0% |
| 净利润同比 | 129.8% | 680.0% |
| 每股收益（稀释后） | $0.07 | $1.01 |
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OWLRDDT
| Q1 26 | — | $663.0M | ||
| Q4 25 | $755.6M | $725.6M | ||
| Q3 25 | $728.0M | $584.9M | ||
| Q2 25 | $703.1M | $499.6M | ||
| Q1 25 | $683.5M | $392.4M | ||
| Q4 24 | $631.4M | $427.7M | ||
| Q3 24 | $600.9M | $348.4M | ||
| Q2 24 | $549.8M | $281.2M |
净利润OWLRDDT
| Q1 26 | — | $204.0M | ||
| Q4 25 | $47.7M | $251.6M | ||
| Q3 25 | $6.3M | $162.7M | ||
| Q2 25 | $17.4M | $89.3M | ||
| Q1 25 | $7.4M | $26.2M | ||
| Q4 24 | $20.7M | $71.0M | ||
| Q3 24 | $29.8M | $29.9M | ||
| Q2 24 | $33.9M | $-10.1M |
毛利率OWLRDDT
| Q1 26 | — | 100.0% | ||
| Q4 25 | — | 91.9% | ||
| Q3 25 | — | 91.0% | ||
| Q2 25 | — | 90.8% | ||
| Q1 25 | — | 90.5% | ||
| Q4 24 | — | 92.6% | ||
| Q3 24 | — | 90.1% | ||
| Q2 24 | — | 89.5% |
营业利润率OWLRDDT
| Q1 26 | — | 0.0% | ||
| Q4 25 | 22.2% | 31.9% | ||
| Q3 25 | 7.6% | 23.7% | ||
| Q2 25 | 12.0% | 13.6% | ||
| Q1 25 | 5.9% | 1.0% | ||
| Q4 24 | 11.7% | 12.4% | ||
| Q3 24 | 18.7% | 2.0% | ||
| Q2 24 | 28.4% | -11.0% |
净利率OWLRDDT
| Q1 26 | — | 30.8% | ||
| Q4 25 | 6.3% | 34.7% | ||
| Q3 25 | 0.9% | 27.8% | ||
| Q2 25 | 2.5% | 17.9% | ||
| Q1 25 | 1.1% | 6.7% | ||
| Q4 24 | 3.3% | 16.6% | ||
| Q3 24 | 5.0% | 8.6% | ||
| Q2 24 | 6.2% | -3.6% |
每股收益（稀释后）OWLRDDT
| Q1 26 | — | $1.01 | ||
| Q4 25 | $0.07 | $1.24 | ||
| Q3 25 | $0.01 | $0.80 | ||
| Q2 25 | $0.02 | $0.45 | ||
| Q1 25 | $0.00 | $0.13 | ||
| Q4 24 | $0.06 | $4.76 | ||
| Q3 24 | $0.04 | $0.16 | ||
| Q2 24 | $0.06 | $-0.06 |
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 | $194.5M | $1.4B |
| 总债务越低越好 | $3.3B | — |
| 股东权益账面价值 | $2.2B | $3.2B |
| 总资产 | $12.5B | $3.5B |
| 负债/权益比越低杠杆越低 | 1.51× | — |
8季度趋势，按日历期对齐
现金及短期投资OWLRDDT
| Q1 26 | — | $1.4B | ||
| Q4 25 | $194.5M | $953.6M | ||
| Q3 25 | $137.3M | $911.7M | ||
| Q2 25 | $117.6M | $734.1M | ||
| Q1 25 | $97.6M | $635.7M | ||
| Q4 24 | $152.1M | $562.1M | ||
| Q3 24 | $115.9M | $515.9M | ||
| Q2 24 | $436.8M | $468.0M |
总债务OWLRDDT
| Q1 26 | — | — | ||
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.2B | — | ||
| Q2 25 | $3.2B | — | ||
| Q1 25 | $3.2B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.5B | — | ||
| Q2 24 | $2.5B | — |
股东权益OWLRDDT
| Q1 26 | — | $3.2B | ||
| Q4 25 | $2.2B | $2.9B | ||
| Q3 25 | $2.3B | $2.6B | ||
| Q2 25 | $2.4B | $2.4B | ||
| Q1 25 | $2.3B | $2.2B | ||
| Q4 24 | $2.1B | $2.1B | ||
| Q3 24 | $2.0B | $2.0B | ||
| Q2 24 | $1.7B | $1.9B |
总资产OWLRDDT
| Q1 26 | — | $3.5B | ||
| Q4 25 | $12.5B | $3.2B | ||
| Q3 25 | $12.5B | $2.9B | ||
| Q2 25 | $12.3B | $2.6B | ||
| Q1 25 | $12.3B | $2.4B | ||
| Q4 24 | $11.0B | $2.3B | ||
| Q3 24 | $10.8B | $2.2B | ||
| Q2 24 | $9.7B | $2.1B |
负债/权益比OWLRDDT
| Q1 26 | — | — | ||
| Q4 25 | 1.51× | — | ||
| Q3 25 | 1.41× | — | ||
| Q2 25 | 1.38× | — | ||
| Q1 25 | 1.37× | — | ||
| Q4 24 | 1.22× | — | ||
| Q3 24 | 1.27× | — | ||
| Q2 24 | 1.41× | — |
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 | $382.9M | — |
| 自由现金流经营现金流 - 资本支出 | $359.1M | $311.0M |
| 自由现金流率自由现金流/营收 | 47.5% | 46.9% |
| 资本支出强度资本支出/营收 | 3.1% | — |
| 现金转化率经营现金流/净利润 | 8.03× | — |
| 过去12个月自由现金流最近4个季度 | $1.2B | $868.6M |
8季度趋势，按日历期对齐
经营现金流OWLRDDT
| Q1 26 | — | — | ||
| Q4 25 | $382.9M | $266.8M | ||
| Q3 25 | $433.1M | $185.2M | ||
| Q2 25 | $422.5M | $111.3M | ||
| Q1 25 | $17.6M | $127.6M | ||
| Q4 24 | $324.0M | $90.0M | ||
| Q3 24 | $326.0M | $71.6M | ||
| Q2 24 | $302.3M | $28.4M |
自由现金流OWLRDDT
| Q1 26 | — | $311.0M | ||
| Q4 25 | $359.1M | $263.6M | ||
| Q3 25 | $422.5M | $183.1M | ||
| Q2 25 | $412.5M | $110.8M | ||
| Q1 25 | $4.2M | $126.6M | ||
| Q4 24 | $310.1M | $89.2M | ||
| Q3 24 | $314.8M | $70.3M | ||
| Q2 24 | $269.4M | $27.2M |
自由现金流率OWLRDDT
| Q1 26 | — | 46.9% | ||
| Q4 25 | 47.5% | 36.3% | ||
| Q3 25 | 58.0% | 31.3% | ||
| Q2 25 | 58.7% | 22.2% | ||
| Q1 25 | 0.6% | 32.3% | ||
| Q4 24 | 49.1% | 20.8% | ||
| Q3 24 | 52.4% | 20.2% | ||
| Q2 24 | 49.0% | 9.7% |
资本支出强度OWLRDDT
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | 0.4% | ||
| Q3 25 | 1.5% | 0.4% | ||
| Q2 25 | 1.4% | 0.1% | ||
| Q1 25 | 2.0% | 0.2% | ||
| Q4 24 | 2.2% | 0.2% | ||
| Q3 24 | 1.9% | 0.4% | ||
| Q2 24 | 6.0% | 0.4% |
现金转化率OWLRDDT
| Q1 26 | — | — | ||
| Q4 25 | 8.03× | 1.06× | ||
| Q3 25 | 68.64× | 1.14× | ||
| Q2 25 | 24.25× | 1.25× | ||
| Q1 25 | 2.37× | 4.88× | ||
| Q4 24 | 15.62× | 1.27× | ||
| Q3 24 | 10.94× | 2.40× | ||
| Q2 24 | 8.91× | — |
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
OWL
| Credit Platform | $455.0M | 60% |
| GP Strategic Capital Platform | $157.0M | 21% |
| Administrative Service | $87.6M | 12% |
| IPI Partners LLC | $33.8M | 4% |
| Other | $22.2M | 3% |
RDDT
暂无分部数据
