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罗布乐思（RBLX）与Solstice Advanced Materials Inc.（SOLS）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Solstice Advanced Materials Inc.的1.5倍（$1.4B vs $969.0M），Solstice Advanced Materials Inc.净利率更高（-3.6% vs -22.3%，领先18.7%），罗布乐思同比增速更快（43.2% vs 6.8%），罗布乐思自由现金流更多（$308.6M vs $41.0M）
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。
Solstice Advanced Materials Inc.是一家特种先进材料供应商，专注于研发、生产及销售高性能功能材料，产品覆盖可再生能源、消费电子、工业制造、先进汽车等领域，其材料解决方案可帮助全球客户提升产品耐用性与能源利用效率。
RBLX vs SOLS — 直观对比
营收规模更大
RBLX
是对方的1.5倍
$969.0M
营收增速更快
RBLX
高出36.4%
6.8%
净利率更高
SOLS
高出18.7%
-22.3%
自由现金流更多
RBLX
多$267.6M
$41.0M
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $969.0M |
| 净利润 | $-316.0M | $-35.0M |
| 毛利率 | 77.7% | 32.0% |
| 营业利润率 | -25.3% | 17.9% |
| 净利率 | -22.3% | -3.6% |
| 营收同比 | 43.2% | 6.8% |
| 净利润同比 | -43.9% | -123.0% |
| 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RBLXSOLS
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | $969.0M | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $988.2M | — | ||
| Q3 24 | $919.0M | $907.0M | ||
| Q2 24 | $893.5M | — | ||
| Q1 24 | $801.3M | — |
净利润RBLXSOLS
| Q4 25 | $-316.0M | — | ||
| Q3 25 | $-255.6M | $-35.0M | ||
| Q2 25 | $-278.4M | — | ||
| Q1 25 | $-215.1M | — | ||
| Q4 24 | $-219.6M | — | ||
| Q3 24 | $-239.3M | $152.0M | ||
| Q2 24 | $-205.9M | — | ||
| Q1 24 | $-270.6M | — |
毛利率RBLXSOLS
| Q4 25 | 77.7% | — | ||
| Q3 25 | 78.2% | 32.0% | ||
| Q2 25 | 78.2% | — | ||
| Q1 25 | 78.3% | — | ||
| Q4 24 | 77.9% | — | ||
| Q3 24 | 77.7% | 36.6% | ||
| Q2 24 | 77.8% | — | ||
| Q1 24 | 77.7% | — |
营业利润率RBLXSOLS
| Q4 25 | -25.3% | — | ||
| Q3 25 | -21.8% | 17.9% | ||
| Q2 25 | -29.8% | — | ||
| Q1 25 | -24.6% | — | ||
| Q4 24 | -24.7% | — | ||
| Q3 24 | -30.4% | 21.7% | ||
| Q2 24 | -26.6% | — | ||
| Q1 24 | -37.7% | — |
净利率RBLXSOLS
| Q4 25 | -22.3% | — | ||
| Q3 25 | -18.8% | -3.6% | ||
| Q2 25 | -25.8% | — | ||
| Q1 25 | -20.8% | — | ||
| Q4 24 | -22.2% | — | ||
| Q3 24 | -26.0% | 16.8% | ||
| Q2 24 | -23.0% | — | ||
| Q1 24 | -33.8% | — |
每股收益（稀释后）RBLXSOLS
| Q4 25 | $-0.44 | — | ||
| Q3 25 | $-0.37 | — | ||
| Q2 25 | $-0.41 | — | ||
| Q1 25 | $-0.32 | — | ||
| Q4 24 | $-0.32 | — | ||
| Q3 24 | $-0.37 | — | ||
| Q2 24 | $-0.32 | — | ||
| Q1 24 | $-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 | $417.0M |
| 总债务越低越好 | $1.2B | — |
| 股东权益账面价值 | $394.5M | $3.2B |
| 总资产 | $9.6B | $5.2B |
| 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RBLXSOLS
| Q4 25 | $3.1B | — | ||
| Q3 25 | $2.9B | $417.0M | ||
| 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RBLXSOLS
| Q4 25 | $1.2B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益RBLXSOLS
| Q4 25 | $394.5M | — | ||
| Q3 25 | $407.6M | $3.2B | ||
| Q2 25 | $353.2M | — | ||
| Q1 25 | $310.7M | — | ||
| Q4 24 | $221.4M | — | ||
| Q3 24 | $189.9M | $3.2B | ||
| Q2 24 | $121.5M | — | ||
| Q1 24 | $71.6M | — |
总资产RBLXSOLS
| Q4 25 | $9.6B | — | ||
| Q3 25 | $8.6B | $5.2B | ||
| Q2 25 | $7.8B | — | ||
| Q1 25 | $7.5B | — | ||
| Q4 24 | $7.2B | — | ||
| Q3 24 | $6.7B | — | ||
| Q2 24 | $6.5B | — | ||
| Q1 24 | $6.3B | — |
负债/权益比RBLXSOLS
| Q4 25 | 2.98× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 5.48× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $289.0M |
| 自由现金流经营现金流 - 资本支出 | $308.6M | $41.0M |
| 自由现金流率自由现金流/营收 | 21.8% | 4.2% |
| 资本支出强度资本支出/营收 | 21.1% | 25.6% |
| 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RBLXSOLS
| Q4 25 | $607.0M | — | ||
| Q3 25 | $546.2M | $289.0M | ||
| Q2 25 | $199.3M | — | ||
| Q1 25 | $443.9M | — | ||
| Q4 24 | $184.5M | — | ||
| Q3 24 | $247.4M | — | ||
| Q2 24 | $151.4M | — | ||
| Q1 24 | $238.9M | — |
自由现金流RBLXSOLS
| Q4 25 | $308.6M | — | ||
| Q3 25 | $443.6M | $41.0M | ||
| Q2 25 | $176.7M | — | ||
| Q1 25 | $426.5M | — | ||
| Q4 24 | $120.6M | — | ||
| Q3 24 | $218.0M | — | ||
| Q2 24 | $111.7M | — | ||
| Q1 24 | $192.3M | — |
自由现金流率RBLXSOLS
| Q4 25 | 21.8% | — | ||
| Q3 25 | 32.6% | 4.2% | ||
| Q2 25 | 16.3% | — | ||
| Q1 25 | 41.2% | — | ||
| Q4 24 | 12.2% | — | ||
| Q3 24 | 23.7% | — | ||
| Q2 24 | 12.5% | — | ||
| Q1 24 | 24.0% | — |
资本支出强度RBLXSOLS
| Q4 25 | 21.1% | — | ||
| Q3 25 | 7.5% | 25.6% | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 6.5% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 4.4% | — | ||
| Q1 24 | 5.8% | — |
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
RBLX
暂无分部数据
SOLS
| Refrigerants | $400.0M | 41% |
| Research And Performance Chemicals | $126.0M | 13% |
| Electronic Materials | $103.0M | 11% |
| Other | $89.0M | 9% |
| Services | $64.0M | 7% |
| Alternative Energy Services | $63.0M | 7% |
| Safety And Defense Solutions | $53.0M | 5% |
| Healthcare Packaging | $49.0M | 5% |
| Affiliated Entity | $22.0M | 2% |
