vs
罗布乐思（RBLX）与Texas Roadhouse, Inc.（TXRH）财务数据对比。点击上方公司名可切换其他公司
Texas Roadhouse, Inc.的季度营收约是罗布乐思的1.0倍（$1.5B vs $1.4B），Texas Roadhouse, Inc.净利率更高（5.8% vs -22.3%，领先28.2%），罗布乐思同比增速更快（43.2% vs 3.1%），过去两年罗布乐思的营收复合增速更高（32.9% vs 12.8%）
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。
Texas Roadhouse是美国知名牛排连锁餐厅，主打德克萨斯及美国西南部风味餐食，核心产品为各类牛排。品牌总部位于肯塔基州路易斯维尔，旗下还运营另外两个餐饮品牌。截至2025年8月，品牌在美国49个州拥有约800家门店，同时在11个国家开设了70家海外门店。
RBLX vs TXRH — 直观对比
营收规模更大
TXRH
是对方的1.0倍
$1.4B
营收增速更快
RBLX
高出40.1%
3.1%
净利率更高
TXRH
高出28.2%
-22.3%
两年增速更快
RBLX
近两年复合增速
12.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.5B |
| 净利润 | $-316.0M | $86.7M |
| 毛利率 | 77.7% | — |
| 营业利润率 | -25.3% | 6.5% |
| 净利率 | -22.3% | 5.8% |
| 营收同比 | 43.2% | 3.1% |
| 净利润同比 | -43.9% | -26.9% |
| 每股收益（稀释后） | $-0.44 | $1.29 |
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RBLXTXRH
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $988.2M | $1.4B | ||
| Q3 24 | $919.0M | $1.3B | ||
| Q2 24 | $893.5M | $1.3B | ||
| Q1 24 | $801.3M | $1.3B |
净利润RBLXTXRH
| Q4 25 | $-316.0M | $86.7M | ||
| Q3 25 | $-255.6M | $84.9M | ||
| Q2 25 | $-278.4M | $116.1M | ||
| Q1 25 | $-215.1M | — | ||
| Q4 24 | $-219.6M | $118.5M | ||
| Q3 24 | $-239.3M | $86.8M | ||
| Q2 24 | $-205.9M | $123.1M | ||
| Q1 24 | $-270.6M | $116.0M |
毛利率RBLXTXRH
| 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% | — | ||
| Q1 24 | 77.7% | — |
营业利润率RBLXTXRH
| Q4 25 | -25.3% | 6.5% | ||
| Q3 25 | -21.8% | 6.7% | ||
| Q2 25 | -29.8% | 9.3% | ||
| Q1 25 | -24.6% | — | ||
| Q4 24 | -24.7% | 9.6% | ||
| Q3 24 | -30.4% | 8.0% | ||
| Q2 24 | -26.6% | 10.6% | ||
| Q1 24 | -37.7% | 10.1% |
净利率RBLXTXRH
| Q4 25 | -22.3% | 5.8% | ||
| Q3 25 | -18.8% | 5.9% | ||
| Q2 25 | -25.8% | 8.0% | ||
| Q1 25 | -20.8% | — | ||
| Q4 24 | -22.2% | 8.2% | ||
| Q3 24 | -26.0% | 6.8% | ||
| Q2 24 | -23.0% | 9.2% | ||
| Q1 24 | -33.8% | 8.8% |
每股收益（稀释后）RBLXTXRH
| Q4 25 | $-0.44 | $1.29 | ||
| Q3 25 | $-0.37 | $1.25 | ||
| Q2 25 | $-0.41 | $1.70 | ||
| Q1 25 | $-0.32 | — | ||
| Q4 24 | $-0.32 | $1.73 | ||
| Q3 24 | $-0.37 | $1.26 | ||
| Q2 24 | $-0.32 | $1.79 | ||
| Q1 24 | $-0.43 | $1.69 |
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 | $134.7M |
| 总债务越低越好 | $1.2B | — |
| 股东权益账面价值 | $394.5M | $1.5B |
| 总资产 | $9.6B | $3.5B |
| 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RBLXTXRH
| Q4 25 | $3.1B | $134.7M | ||
| Q3 25 | $2.9B | $108.2M | ||
| Q2 25 | $2.6B | $221.1M | ||
| Q1 25 | $2.7B | — | ||
| Q4 24 | $2.4B | $245.2M | ||
| Q3 24 | $2.3B | $189.2M | ||
| Q2 24 | $2.4B | $197.5M | ||
| Q1 24 | $2.4B | $213.4M |
总债务RBLXTXRH
| Q4 25 | $1.2B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益RBLXTXRH
| Q4 25 | $394.5M | $1.5B | ||
| Q3 25 | $407.6M | $1.5B | ||
| Q2 25 | $353.2M | $1.4B | ||
| Q1 25 | $310.7M | — | ||
| Q4 24 | $221.4M | $1.4B | ||
| Q3 24 | $189.9M | $1.3B | ||
| Q2 24 | $121.5M | $1.3B | ||
| Q1 24 | $71.6M | $1.2B |
总资产RBLXTXRH
| Q4 25 | $9.6B | $3.5B | ||
| Q3 25 | $8.6B | $3.3B | ||
| Q2 25 | $7.8B | $3.2B | ||
| Q1 25 | $7.5B | — | ||
| Q4 24 | $7.2B | $3.2B | ||
| Q3 24 | $6.7B | $2.9B | ||
| Q2 24 | $6.5B | $2.9B | ||
| Q1 24 | $6.3B | $2.8B |
负债/权益比RBLXTXRH
| 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 | — |
| 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RBLXTXRH
| Q4 25 | $607.0M | — | ||
| Q3 25 | $546.2M | $143.6M | ||
| Q2 25 | $199.3M | $237.7M | ||
| Q1 25 | $443.9M | — | ||
| Q4 24 | $184.5M | $237.5M | ||
| Q3 24 | $247.4M | $138.7M | ||
| Q2 24 | $151.4M | $133.9M | ||
| Q1 24 | $238.9M | $243.4M |
自由现金流RBLXTXRH
| Q4 25 | $308.6M | — | ||
| Q3 25 | $443.6M | $14.7M | ||
| Q2 25 | $176.7M | $160.4M | ||
| Q1 25 | $426.5M | — | ||
| Q4 24 | $120.6M | $129.7M | ||
| Q3 24 | $218.0M | $47.7M | ||
| Q2 24 | $111.7M | $56.1M | ||
| Q1 24 | $192.3M | $165.8M |
自由现金流率RBLXTXRH
| Q4 25 | 21.8% | — | ||
| Q3 25 | 32.6% | 1.0% | ||
| Q2 25 | 16.3% | 11.1% | ||
| Q1 25 | 41.2% | — | ||
| Q4 24 | 12.2% | 9.0% | ||
| Q3 24 | 23.7% | 3.7% | ||
| Q2 24 | 12.5% | 4.2% | ||
| Q1 24 | 24.0% | 12.5% |
资本支出强度RBLXTXRH
| Q4 25 | 21.1% | — | ||
| Q3 25 | 7.5% | 9.0% | ||
| Q2 25 | 2.1% | 5.3% | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 6.5% | 7.5% | ||
| Q3 24 | 3.2% | 7.2% | ||
| Q2 24 | 4.4% | 5.8% | ||
| Q1 24 | 5.8% | 5.9% |
现金转化率RBLXTXRH
| Q4 25 | — | — | ||
| Q3 25 | — | 1.69× | ||
| Q2 25 | — | 2.05× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.00× | ||
| Q3 24 | — | 1.60× | ||
| Q2 24 | — | 1.09× | ||
| Q1 24 | — | 2.10× |
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
TXRH
| Food And Beverage | $1.5B | 99% |
| Texas Roadhouse Segment | $21.2M | 1% |
| Franchise | $8.2M | 1% |
| Franchise Royalty | $7.4M | 0% |
| Bubba S33Segment | $2.3M | 0% |
