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艾奕康（ACM）与Roper Technologies（ROP）财务数据对比。点击上方公司名可切换其他公司
艾奕康的季度营收约是Roper Technologies的1.8倍（$3.8B vs $2.1B），Roper Technologies净利率更高（15.8% vs 1.9%，领先13.9%），Roper Technologies同比增速更快（11.3% vs 1.6%），Roper Technologies自由现金流更多（$507.0M vs $41.9M），过去两年Roper Technologies的营收复合增速更高（10.5% vs -1.4%）
AECOM是一家总部位于美国得克萨斯州达拉斯的跨国基础设施咨询企业，业务覆盖全球多地区，为交通、建筑、水务、能源等多个领域的工程项目提供专业规划、设计、项目管理等一体化咨询解决方案，在全球基建咨询行业拥有领先的市场地位。
罗珀技术公司是一家专注于科技领域的控股企业，通过持有并运营多家不同细分赛道的科技公司，在科技产业投资与资产管理领域形成了成熟的业务体系，在全球相关市场具备较高的行业影响力。
ACM vs ROP — 直观对比
营收规模更大
ACM
是对方的1.8倍
$2.1B
营收增速更快
ROP
高出9.7%
1.6%
净利率更高
ROP
高出13.9%
1.9%
自由现金流更多
ROP
多$465.1M
$41.9M
两年增速更快
ROP
近两年复合增速
-1.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.8B | $2.1B |
| 净利润 | $74.5M | $331.0M |
| 毛利率 | 7.3% | 69.4% |
| 营业利润率 | 5.8% | 27.2% |
| 净利率 | 1.9% | 15.8% |
| 营收同比 | 1.6% | 11.3% |
| 净利润同比 | -48.0% | 842.6% |
| 每股收益（稀释后） | $0.56 | $4.87 |
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ACMROP
| Q1 26 | $3.8B | $2.1B | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | $4.2B | $2.0B | ||
| Q2 25 | $4.2B | $1.9B | ||
| Q1 25 | $3.8B | $1.9B | ||
| Q4 24 | $4.0B | $1.9B | ||
| Q3 24 | $4.1B | $1.8B | ||
| Q2 24 | $4.2B | $1.7B |
净利润ACMROP
| Q1 26 | $74.5M | $331.0M | ||
| Q4 25 | — | $428.4M | ||
| Q3 25 | $120.4M | $398.5M | ||
| Q2 25 | $131.0M | $378.3M | ||
| Q1 25 | $143.4M | $331.1M | ||
| Q4 24 | $167.0M | $462.3M | ||
| Q3 24 | $172.5M | $367.9M | ||
| Q2 24 | $134.3M | $337.1M |
毛利率ACMROP
| Q1 26 | 7.3% | 69.4% | ||
| Q4 25 | — | 69.5% | ||
| Q3 25 | 7.9% | 69.5% | ||
| Q2 25 | 7.8% | 69.2% | ||
| Q1 25 | 7.7% | 68.7% | ||
| Q4 24 | 6.7% | 68.3% | ||
| Q3 24 | 7.2% | 69.2% | ||
| Q2 24 | 6.9% | 69.5% |
营业利润率ACMROP
| Q1 26 | 5.8% | 27.2% | ||
| Q4 25 | — | 28.6% | ||
| Q3 25 | 5.7% | 28.4% | ||
| Q2 25 | 7.0% | 28.2% | ||
| Q1 25 | 6.8% | 27.9% | ||
| Q4 24 | 5.9% | 28.0% | ||
| Q3 24 | 5.8% | 28.1% | ||
| Q2 24 | 5.5% | 28.8% |
净利率ACMROP
| Q1 26 | 1.9% | 15.8% | ||
| Q4 25 | — | 20.8% | ||
| Q3 25 | 2.9% | 19.8% | ||
| Q2 25 | 3.1% | 19.5% | ||
| Q1 25 | 3.8% | 17.6% | ||
| Q4 24 | 4.2% | 24.6% | ||
| Q3 24 | 4.2% | 20.8% | ||
| Q2 24 | 3.2% | 19.6% |
每股收益（稀释后）ACMROP
| Q1 26 | $0.56 | $4.87 | ||
| Q4 25 | — | $3.97 | ||
| Q3 25 | $0.90 | $3.68 | ||
| Q2 25 | $0.98 | $3.49 | ||
| Q1 25 | $1.08 | $3.06 | ||
| Q4 24 | $1.25 | $4.29 | ||
| Q3 24 | $1.27 | $3.40 | ||
| Q2 24 | $0.98 | $3.12 |
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 | $1.2B | $382.9M |
| 总债务越低越好 | $2.6B | $9.7B |
| 股东权益账面价值 | $2.2B | $18.8B |
| 总资产 | $11.9B | $34.6B |
| 负债/权益比越低杠杆越低 | 1.18× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资ACMROP
| Q1 26 | $1.2B | $382.9M | ||
| Q4 25 | — | $297.4M | ||
| Q3 25 | $1.6B | $320.0M | ||
| Q2 25 | $1.8B | $242.4M | ||
| Q1 25 | $1.6B | $372.8M | ||
| Q4 24 | $1.6B | $188.2M | ||
| Q3 24 | $1.6B | $269.6M | ||
| Q2 24 | $1.6B | $251.5M |
总债务ACMROP
| Q1 26 | $2.6B | $9.7B | ||
| Q4 25 | — | $9.3B | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.5B | — | ||
| Q1 25 | $2.5B | — | ||
| Q4 24 | $2.5B | $7.6B | ||
| Q3 24 | $2.5B | — | ||
| Q2 24 | $2.5B | — |
股东权益ACMROP
| Q1 26 | $2.2B | $18.8B | ||
| Q4 25 | — | $19.9B | ||
| Q3 25 | $2.5B | $20.0B | ||
| Q2 25 | $2.5B | $19.6B | ||
| Q1 25 | $2.3B | $19.2B | ||
| Q4 24 | $2.2B | $18.9B | ||
| Q3 24 | $2.2B | $18.5B | ||
| Q2 24 | $2.3B | $18.1B |
总资产ACMROP
| Q1 26 | $11.9B | $34.6B | ||
| Q4 25 | — | $34.6B | ||
| Q3 25 | $12.2B | $34.6B | ||
| Q2 25 | $12.3B | $33.2B | ||
| Q1 25 | $11.8B | $31.4B | ||
| Q4 24 | $11.8B | $31.3B | ||
| Q3 24 | $12.1B | $31.6B | ||
| Q2 24 | $12.0B | $29.8B |
负债/权益比ACMROP
| Q1 26 | 1.18× | 0.52× | ||
| Q4 25 | — | 0.47× | ||
| Q3 25 | 1.06× | — | ||
| Q2 25 | 0.99× | — | ||
| Q1 25 | 1.07× | — | ||
| Q4 24 | 1.11× | 0.40× | ||
| Q3 24 | 1.12× | — | ||
| Q2 24 | 1.07× | — |
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 | $70.2M | — |
| 自由现金流经营现金流 - 资本支出 | $41.9M | $507.0M |
| 自由现金流率自由现金流/营收 | 1.1% | 24.2% |
| 资本支出强度资本支出/营收 | 0.7% | 0.5% |
| 现金转化率经营现金流/净利润 | 0.94× | — |
| 过去12个月自由现金流最近4个季度 | $616.0M | — |
8季度趋势，按日历期对齐
经营现金流ACMROP
| Q1 26 | $70.2M | — | ||
| Q4 25 | — | $738.0M | ||
| Q3 25 | $196.1M | $869.5M | ||
| Q2 25 | $283.7M | $404.1M | ||
| Q1 25 | $190.7M | $528.7M | ||
| Q4 24 | $151.1M | $722.2M | ||
| Q3 24 | $298.8M | $755.4M | ||
| Q2 24 | $291.3M | $384.1M |
自由现金流ACMROP
| Q1 26 | $41.9M | $507.0M | ||
| Q4 25 | — | — | ||
| Q3 25 | $134.1M | — | ||
| Q2 25 | $261.7M | — | ||
| Q1 25 | $178.3M | — | ||
| Q4 24 | $110.9M | — | ||
| Q3 24 | $274.5M | — | ||
| Q2 24 | $272.8M | — |
自由现金流率ACMROP
| Q1 26 | 1.1% | 24.2% | ||
| Q4 25 | — | — | ||
| Q3 25 | 3.2% | — | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 2.8% | — | ||
| Q3 24 | 6.7% | — | ||
| Q2 24 | 6.6% | — |
资本支出强度ACMROP
| Q1 26 | 0.7% | 0.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 0.6% | — | ||
| Q2 24 | 0.4% | — |
现金转化率ACMROP
| Q1 26 | 0.94× | — | ||
| Q4 25 | — | 1.72× | ||
| Q3 25 | 1.63× | 2.18× | ||
| Q2 25 | 2.17× | 1.07× | ||
| Q1 25 | 1.33× | 1.60× | ||
| Q4 24 | 0.90× | 1.56× | ||
| Q3 24 | 1.73× | 2.05× | ||
| Q2 24 | 2.17× | 1.14× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
