vs
Reddit, Inc.（RDDT）与ROKU, INC（ROKU）财务数据对比。点击上方公司名可切换其他公司
ROKU, INC的季度营收约是Reddit, Inc.的1.9倍（$1.2B vs $663.0M），Reddit, Inc.净利率更高（30.8% vs -2.2%，领先33.0%），Reddit, Inc.同比增速更快（69.0% vs -18.3%），Reddit, Inc.自由现金流更多（$311.0M vs $298.4M），过去两年Reddit, Inc.的营收复合增速更高（53.6% vs 13.6%）
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。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
RDDT vs ROKU — 直观对比
营收规模更大
ROKU
是对方的1.9倍
$663.0M
营收增速更快
RDDT
高出87.3%
-18.3%
净利率更高
RDDT
高出33.0%
-2.2%
自由现金流更多
RDDT
多$12.6M
$298.4M
两年增速更快
RDDT
近两年复合增速
13.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $663.0M | $1.2B |
| 净利润 | $204.0M | $-27.4M |
| 毛利率 | 100.0% | 35.6% |
| 营业利润率 | 0.0% | 59.7% |
| 净利率 | 30.8% | -2.2% |
| 营收同比 | 69.0% | -18.3% |
| 净利润同比 | 680.0% | -361.0% |
| 每股收益（稀释后） | $1.01 | $0.57 |
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RDDTROKU
| Q1 26 | $663.0M | $1.2B | ||
| Q4 25 | $725.6M | $1.4B | ||
| Q3 25 | $584.9M | $1.2B | ||
| Q2 25 | $499.6M | $1.1B | ||
| Q1 25 | $392.4M | $1.0B | ||
| Q4 24 | $427.7M | $1.2B | ||
| Q3 24 | $348.4M | $1.1B | ||
| Q2 24 | $281.2M | $968.2M |
净利润RDDTROKU
| Q1 26 | $204.0M | $-27.4M | ||
| Q4 25 | $251.6M | $80.5M | ||
| Q3 25 | $162.7M | $24.8M | ||
| Q2 25 | $89.3M | $10.5M | ||
| Q1 25 | $26.2M | $-27.4M | ||
| Q4 24 | $71.0M | $-35.5M | ||
| Q3 24 | $29.9M | $-9.0M | ||
| Q2 24 | $-10.1M | $-34.0M |
毛利率RDDTROKU
| Q1 26 | 100.0% | 35.6% | ||
| Q4 25 | 91.9% | 43.5% | ||
| Q3 25 | 91.0% | 43.4% | ||
| Q2 25 | 90.8% | 44.8% | ||
| Q1 25 | 90.5% | 43.6% | ||
| Q4 24 | 92.6% | 42.7% | ||
| Q3 24 | 90.1% | 45.2% | ||
| Q2 24 | 89.5% | 43.9% |
营业利润率RDDTROKU
| Q1 26 | 0.0% | 59.7% | ||
| Q4 25 | 31.9% | 4.7% | ||
| Q3 25 | 23.7% | 0.8% | ||
| Q2 25 | 13.6% | -2.1% | ||
| Q1 25 | 1.0% | -5.7% | ||
| Q4 24 | 12.4% | -3.3% | ||
| Q3 24 | 2.0% | -3.4% | ||
| Q2 24 | -11.0% | -7.4% |
净利率RDDTROKU
| Q1 26 | 30.8% | -2.2% | ||
| Q4 25 | 34.7% | 5.8% | ||
| Q3 25 | 27.8% | 2.0% | ||
| Q2 25 | 17.9% | 0.9% | ||
| Q1 25 | 6.7% | -2.7% | ||
| Q4 24 | 16.6% | -3.0% | ||
| Q3 24 | 8.6% | -0.9% | ||
| Q2 24 | -3.6% | -3.5% |
每股收益（稀释后）RDDTROKU
| Q1 26 | $1.01 | $0.57 | ||
| Q4 25 | $1.24 | $0.55 | ||
| Q3 25 | $0.80 | $0.16 | ||
| Q2 25 | $0.45 | $0.07 | ||
| Q1 25 | $0.13 | $-0.19 | ||
| Q4 24 | $4.76 | $-0.24 | ||
| Q3 24 | $0.16 | $-0.06 | ||
| Q2 24 | $-0.06 | $-0.24 |
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 | $1.4B | $2.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.2B | $2.7B |
| 总资产 | $3.5B | $4.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资RDDTROKU
| Q1 26 | $1.4B | $2.4B | ||
| Q4 25 | $953.6M | $2.3B | ||
| Q3 25 | $911.7M | $2.3B | ||
| Q2 25 | $734.1M | $2.3B | ||
| Q1 25 | $635.7M | $2.3B | ||
| Q4 24 | $562.1M | $2.2B | ||
| Q3 24 | $515.9M | $2.1B | ||
| Q2 24 | $468.0M | $2.1B |
股东权益RDDTROKU
| Q1 26 | $3.2B | $2.7B | ||
| Q4 25 | $2.9B | $2.7B | ||
| Q3 25 | $2.6B | $2.6B | ||
| Q2 25 | $2.4B | $2.6B | ||
| Q1 25 | $2.2B | $2.5B | ||
| Q4 24 | $2.1B | $2.5B | ||
| Q3 24 | $2.0B | $2.5B | ||
| Q2 24 | $1.9B | $2.4B |
总资产RDDTROKU
| Q1 26 | $3.5B | $4.4B | ||
| Q4 25 | $3.2B | $4.4B | ||
| Q3 25 | $2.9B | $4.4B | ||
| Q2 25 | $2.6B | $4.3B | ||
| Q1 25 | $2.4B | $4.2B | ||
| Q4 24 | $2.3B | $4.3B | ||
| Q3 24 | $2.2B | $4.3B | ||
| Q2 24 | $2.1B | $4.1B |
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 | — | $199.1M |
| 自由现金流经营现金流 - 资本支出 | $311.0M | $298.4M |
| 自由现金流率自由现金流/营收 | 46.9% | 23.9% |
| 资本支出强度资本支出/营收 | — | — |
| 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 | $868.6M | $640.0M |
8季度趋势，按日历期对齐
经营现金流RDDTROKU
| Q1 26 | — | $199.1M | ||
| Q4 25 | $266.8M | $107.7M | ||
| Q3 25 | $185.2M | $127.6M | ||
| Q2 25 | $111.3M | $109.7M | ||
| Q1 25 | $127.6M | $138.7M | ||
| Q4 24 | $90.0M | $79.3M | ||
| Q3 24 | $71.6M | $68.7M | ||
| Q2 24 | $28.4M | $23.4M |
自由现金流RDDTROKU
| Q1 26 | $311.0M | $298.4M | ||
| Q4 25 | $263.6M | $106.6M | ||
| Q3 25 | $183.1M | $126.5M | ||
| Q2 25 | $110.8M | $108.6M | ||
| Q1 25 | $126.6M | $136.8M | ||
| Q4 24 | $89.2M | $76.8M | ||
| Q3 24 | $70.3M | $67.6M | ||
| Q2 24 | $27.2M | $22.5M |
自由现金流率RDDTROKU
| Q1 26 | 46.9% | 23.9% | ||
| Q4 25 | 36.3% | 7.6% | ||
| Q3 25 | 31.3% | 10.4% | ||
| Q2 25 | 22.2% | 9.8% | ||
| Q1 25 | 32.3% | 13.4% | ||
| Q4 24 | 20.8% | 6.4% | ||
| Q3 24 | 20.2% | 6.4% | ||
| Q2 24 | 9.7% | 2.3% |
资本支出强度RDDTROKU
| Q1 26 | — | — | ||
| Q4 25 | 0.4% | 0.1% | ||
| Q3 25 | 0.4% | 0.1% | ||
| Q2 25 | 0.1% | 0.1% | ||
| Q1 25 | 0.2% | 0.2% | ||
| Q4 24 | 0.2% | 0.2% | ||
| Q3 24 | 0.4% | 0.1% | ||
| Q2 24 | 0.4% | 0.1% |
现金转化率RDDTROKU
| Q1 26 | — | — | ||
| Q4 25 | 1.06× | 1.34× | ||
| Q3 25 | 1.14× | 5.14× | ||
| Q2 25 | 1.25× | 10.45× | ||
| Q1 25 | 4.88× | — | ||
| Q4 24 | 1.27× | — | ||
| Q3 24 | 2.40× | — | ||
| Q2 24 | — | — |
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
RDDT
暂无分部数据
ROKU
| Advertising | $612.7M | 49% |
| Subscriptions | $518.5M | 42% |
| Devices | $117.6M | 9% |
