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利氏兄弟拍卖行（RBA）与Take-Two Interactive（TTWO）财务数据对比。点击上方公司名可切换其他公司
Take-Two Interactive的季度营收约是利氏兄弟拍卖行的1.4倍（$1.7B vs $1.2B），利氏兄弟拍卖行净利率更高（9.1% vs -5.5%，领先14.6%），Take-Two Interactive同比增速更快（24.9% vs 5.4%），Take-Two Interactive自由现金流更多（$236.2M vs $186.5M），过去两年Take-Two Interactive的营收复合增速更高（10.2% vs 6.3%）
利氏兄弟拍卖行（股票代码RBA）是全球知名的工业资产拍卖服务商，注册地位于加拿大，属公开上市企业，总部设在美国伊利诺伊州韦斯特切斯特，普通股同时在多伦多证券交易所与纽约证券交易所挂牌交易。
Take-Two Interactive是总部位于美国纽约的电子游戏控股企业，由瑞安·布兰特于1993年9月创立，在全球互动娱乐领域拥有较高影响力，业务覆盖游戏研发、发行与运营等核心环节。
RBA vs TTWO — 直观对比
营收规模更大
TTWO
是对方的1.4倍
$1.2B
营收增速更快
TTWO
高出19.5%
5.4%
净利率更高
RBA
高出14.6%
-5.5%
自由现金流更多
TTWO
多$49.7M
$186.5M
两年增速更快
TTWO
近两年复合增速
6.3%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.7B |
| 净利润 | $109.7M | $-92.9M |
| 毛利率 | — | 55.7% |
| 营业利润率 | 14.7% | -2.3% |
| 净利率 | 9.1% | -5.5% |
| 营收同比 | 5.4% | 24.9% |
| 净利润同比 | -7.4% | 25.8% |
| 每股收益（稀释后） | $0.53 | $-0.50 |
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RBATTWO
| Q4 25 | $1.2B | $1.7B | ||
| Q3 25 | $1.1B | $1.8B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.1B | $1.6B | ||
| Q4 24 | $1.1B | $1.4B | ||
| Q3 24 | $981.8M | $1.4B | ||
| Q2 24 | $1.1B | $1.3B | ||
| Q1 24 | $1.1B | $1.4B |
净利润RBATTWO
| Q4 25 | $109.7M | $-92.9M | ||
| Q3 25 | $95.5M | $-133.9M | ||
| Q2 25 | $109.8M | $-11.9M | ||
| Q1 25 | $113.4M | $-3.7B | ||
| Q4 24 | $118.5M | $-125.2M | ||
| Q3 24 | $76.1M | $-365.5M | ||
| Q2 24 | $111.1M | $-262.0M | ||
| Q1 24 | $107.4M | $-2.9B |
毛利率RBATTWO
| Q4 25 | — | 55.7% | ||
| Q3 25 | — | 55.3% | ||
| Q2 25 | — | 62.8% | ||
| Q1 25 | — | 50.8% | ||
| Q4 24 | — | 55.9% | ||
| Q3 24 | — | 53.8% | ||
| Q2 24 | — | 57.6% | ||
| Q1 24 | — | 33.5% |
营业利润率RBATTWO
| Q4 25 | 14.7% | -2.3% | ||
| Q3 25 | 14.5% | -5.5% | ||
| Q2 25 | 15.9% | 1.4% | ||
| Q1 25 | 17.1% | -238.7% | ||
| Q4 24 | 18.1% | -9.7% | ||
| Q3 24 | 15.6% | -22.0% | ||
| Q2 24 | 18.4% | -13.8% | ||
| Q1 24 | 18.7% | -193.9% |
净利率RBATTWO
| Q4 25 | 9.1% | -5.5% | ||
| Q3 25 | 8.7% | -7.5% | ||
| Q2 25 | 9.3% | -0.8% | ||
| Q1 25 | 10.2% | -235.5% | ||
| Q4 24 | 10.4% | -9.2% | ||
| Q3 24 | 7.8% | -27.0% | ||
| Q2 24 | 10.1% | -19.6% | ||
| Q1 24 | 10.1% | -207.4% |
每股收益（稀释后）RBATTWO
| Q4 25 | $0.53 | $-0.50 | ||
| Q3 25 | $0.43 | $-0.73 | ||
| Q2 25 | $0.53 | $-0.07 | ||
| Q1 25 | $0.55 | $-21.27 | ||
| Q4 24 | $0.58 | $-0.71 | ||
| Q3 24 | $0.36 | $-2.08 | ||
| Q2 24 | $0.54 | $-1.52 | ||
| Q1 24 | $0.53 | $-17.05 |
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 | $531.5M | $2.4B |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $5.6B | $3.5B |
| 总资产 | $12.1B | $10.0B |
| 负债/权益比越低杠杆越低 | 0.42× | — |
8季度趋势，按日历期对齐
现金及短期投资RBATTWO
| Q4 25 | $531.5M | $2.4B | ||
| Q3 25 | $674.7M | $2.1B | ||
| Q2 25 | $710.2M | $2.0B | ||
| Q1 25 | $578.1M | $1.5B | ||
| Q4 24 | $533.9M | $1.2B | ||
| Q3 24 | $650.7M | $879.6M | ||
| Q2 24 | $599.5M | $1.1B | ||
| Q1 24 | $462.8M | $776.0M |
总债务RBATTWO
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.7B | — | ||
| Q2 24 | $2.8B | — | ||
| Q1 24 | $2.9B | — |
股东权益RBATTWO
| Q4 25 | $5.6B | $3.5B | ||
| Q3 25 | $5.5B | $3.4B | ||
| Q2 25 | $5.5B | $3.5B | ||
| Q1 25 | $5.3B | $2.1B | ||
| Q4 24 | $5.2B | $5.7B | ||
| Q3 24 | $5.2B | $5.8B | ||
| Q2 24 | $5.2B | $6.0B | ||
| Q1 24 | $5.1B | $5.7B |
总资产RBATTWO
| Q4 25 | $12.1B | $10.0B | ||
| Q3 25 | $12.2B | $10.1B | ||
| Q2 25 | $12.2B | $9.7B | ||
| Q1 25 | $11.9B | $9.2B | ||
| Q4 24 | $11.8B | $12.7B | ||
| Q3 24 | $11.9B | $13.1B | ||
| Q2 24 | $12.1B | $12.9B | ||
| Q1 24 | $12.0B | $12.2B |
负债/权益比RBATTWO
| Q4 25 | 0.42× | — | ||
| Q3 25 | 0.47× | — | ||
| Q2 25 | 0.47× | — | ||
| Q1 25 | 0.50× | — | ||
| Q4 24 | 0.50× | — | ||
| Q3 24 | 0.52× | — | ||
| Q2 24 | 0.55× | — | ||
| Q1 24 | 0.58× | — |
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 | $255.2M | $305.2M |
| 自由现金流经营现金流 - 资本支出 | $186.5M | $236.2M |
| 自由现金流率自由现金流/营收 | 15.5% | 13.9% |
| 资本支出强度资本支出/营收 | 5.7% | 4.1% |
| 现金转化率经营现金流/净利润 | 2.33× | — |
| 过去12个月自由现金流最近4个季度 | $719.2M | $487.8M |
8季度趋势，按日历期对齐
经营现金流RBATTWO
| Q4 25 | $255.2M | $305.2M | ||
| Q3 25 | $239.7M | $128.4M | ||
| Q2 25 | $326.5M | $-44.7M | ||
| Q1 25 | $156.8M | $279.0M | ||
| Q4 24 | $184.5M | $-4.8M | ||
| Q3 24 | $285.4M | $-128.4M | ||
| Q2 24 | $337.3M | $-191.0M | ||
| Q1 24 | $124.8M | $-8.9M |
自由现金流RBATTWO
| Q4 25 | $186.5M | $236.2M | ||
| Q3 25 | $188.5M | $96.5M | ||
| Q2 25 | $241.7M | $-69.8M | ||
| Q1 25 | $102.5M | $224.9M | ||
| Q4 24 | $127.9M | $-48.2M | ||
| Q3 24 | $248.5M | $-165.2M | ||
| Q2 24 | $308.6M | $-226.1M | ||
| Q1 24 | $79.6M | $-55.1M |
自由现金流率RBATTWO
| Q4 25 | 15.5% | 13.9% | ||
| Q3 25 | 17.3% | 5.4% | ||
| Q2 25 | 20.4% | -4.6% | ||
| Q1 25 | 9.2% | 14.2% | ||
| Q4 24 | 11.2% | -3.5% | ||
| Q3 24 | 25.3% | -12.2% | ||
| Q2 24 | 28.2% | -16.9% | ||
| Q1 24 | 7.5% | -3.9% |
资本支出强度RBATTWO
| Q4 25 | 5.7% | 4.1% | ||
| Q3 25 | 4.7% | 1.8% | ||
| Q2 25 | 7.2% | 1.7% | ||
| Q1 25 | 4.9% | 3.4% | ||
| Q4 24 | 5.0% | 3.2% | ||
| Q3 24 | 3.8% | 2.7% | ||
| Q2 24 | 2.6% | 2.6% | ||
| Q1 24 | 4.2% | 3.3% |
现金转化率RBATTWO
| Q4 25 | 2.33× | — | ||
| Q3 25 | 2.51× | — | ||
| Q2 25 | 2.97× | — | ||
| Q1 25 | 1.38× | — | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 3.75× | — | ||
| Q2 24 | 3.04× | — | ||
| Q1 24 | 1.16× | — |
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
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |
TTWO
暂无分部数据
