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爱科（AGCO）与Roper Technologies（ROP）财务数据对比。点击上方公司名可切换其他公司
爱科的季度营收约是Roper Technologies的1.4倍（$2.9B vs $2.1B），Roper Technologies净利率更高（15.8% vs 3.3%，领先12.5%），Roper Technologies同比增速更快（11.3% vs 1.1%），爱科自由现金流更多（$675.0M vs $507.0M），过去两年Roper Technologies的营收复合增速更高（10.5% vs -0.1%）
AGCO是1990年成立的美国农业机械制造商，总部位于佐治亚州德卢斯。公司主营设计、生产及销售拖拉机、联合收割机、青贮收获机、牧草设备、自走式喷雾机、播种耕作设备等产品，同时提供智慧农业相关技术解决方案。
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。
AGCO vs ROP — 直观对比
营收规模更大
AGCO
是对方的1.4倍
$2.1B
营收增速更快
ROP
高出10.1%
1.1%
净利率更高
ROP
高出12.5%
3.3%
自由现金流更多
AGCO
多$168.0M
$507.0M
两年增速更快
ROP
近两年复合增速
-0.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.9B | $2.1B |
| 净利润 | $95.5M | $331.0M |
| 毛利率 | 25.4% | 69.4% |
| 营业利润率 | 7.9% | 27.2% |
| 净利率 | 3.3% | 15.8% |
| 营收同比 | 1.1% | 11.3% |
| 净利润同比 | 137.3% | 53.7% |
| 每股收益（稀释后） | $1.30 | $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AGCOROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.9B | $2.1B | ||
| Q3 25 | $2.5B | $2.0B | ||
| Q2 25 | $2.6B | $1.9B | ||
| Q1 25 | $2.1B | $1.9B | ||
| Q4 24 | $2.9B | $1.9B | ||
| Q3 24 | $2.6B | $1.8B | ||
| Q2 24 | $3.2B | $1.7B |
净利润AGCOROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $95.5M | $428.4M | ||
| Q3 25 | $305.7M | $398.5M | ||
| Q2 25 | $314.8M | $378.3M | ||
| Q1 25 | $10.5M | $331.1M | ||
| Q4 24 | $-255.7M | $462.3M | ||
| Q3 24 | $30.0M | $367.9M | ||
| Q2 24 | $-367.1M | $337.1M |
毛利率AGCOROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 25.4% | 69.5% | ||
| Q3 25 | 26.1% | 69.5% | ||
| Q2 25 | 25.0% | 69.2% | ||
| Q1 25 | 25.4% | 68.7% | ||
| Q4 24 | 23.9% | 68.3% | ||
| Q3 24 | 23.2% | 69.2% | ||
| Q2 24 | 25.8% | 69.5% |
营业利润率AGCOROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 7.9% | 28.6% | ||
| Q3 25 | 6.1% | 28.4% | ||
| Q2 25 | 6.2% | 28.2% | ||
| Q1 25 | 2.4% | 27.9% | ||
| Q4 24 | -9.3% | 28.0% | ||
| Q3 24 | 4.4% | 28.1% | ||
| Q2 24 | -7.4% | 28.8% |
净利率AGCOROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 3.3% | 20.8% | ||
| Q3 25 | 12.3% | 19.8% | ||
| Q2 25 | 11.9% | 19.5% | ||
| Q1 25 | 0.5% | 17.6% | ||
| Q4 24 | -8.9% | 24.6% | ||
| Q3 24 | 1.2% | 20.8% | ||
| Q2 24 | -11.3% | 19.6% |
每股收益（稀释后）AGCOROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $1.30 | $3.97 | ||
| Q3 25 | $4.09 | $3.68 | ||
| Q2 25 | $4.22 | $3.49 | ||
| Q1 25 | $0.14 | $3.06 | ||
| Q4 24 | $-3.42 | $4.29 | ||
| Q3 24 | $0.40 | $3.40 | ||
| Q2 24 | $-4.92 | $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 | $861.8M | $382.9M |
| 总债务越低越好 | $2.4B | $9.7B |
| 股东权益账面价值 | $4.3B | $18.8B |
| 总资产 | $11.9B | $34.6B |
| 负债/权益比越低杠杆越低 | 0.56× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资AGCOROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $861.8M | $297.4M | ||
| Q3 25 | $884.1M | $320.0M | ||
| Q2 25 | $783.9M | $242.4M | ||
| Q1 25 | $562.6M | $372.8M | ||
| Q4 24 | $612.7M | $188.2M | ||
| Q3 24 | $622.6M | $269.6M | ||
| Q2 24 | $657.3M | $251.5M |
总债务AGCOROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $2.4B | $9.3B | ||
| Q3 25 | $2.7B | — | ||
| Q2 25 | $2.8B | — | ||
| Q1 25 | $2.8B | — | ||
| Q4 24 | $2.6B | $7.6B | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | $3.9B | — |
股东权益AGCOROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $4.3B | $19.9B | ||
| Q3 25 | $4.5B | $20.0B | ||
| Q2 25 | $4.2B | $19.6B | ||
| Q1 25 | $3.8B | $19.2B | ||
| Q4 24 | $3.7B | $18.9B | ||
| Q3 24 | $4.1B | $18.5B | ||
| Q2 24 | $4.1B | $18.1B |
总资产AGCOROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $11.9B | $34.6B | ||
| Q3 25 | $12.5B | $34.6B | ||
| Q2 25 | $12.3B | $33.2B | ||
| Q1 25 | $11.5B | $31.4B | ||
| Q4 24 | $11.2B | $31.3B | ||
| Q3 24 | $13.5B | $31.6B | ||
| Q2 24 | $13.6B | $29.8B |
负债/权益比AGCOROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 0.56× | 0.47× | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.68× | — | ||
| Q1 25 | 0.74× | — | ||
| Q4 24 | 0.68× | 0.40× | ||
| Q3 24 | 0.95× | — | ||
| Q2 24 | 0.95× | — |
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 | $763.6M | — |
| 自由现金流经营现金流 - 资本支出 | $675.0M | $507.0M |
| 自由现金流率自由现金流/营收 | 23.1% | 24.2% |
| 资本支出强度资本支出/营收 | 3.0% | 0.5% |
| 现金转化率经营现金流/净利润 | 8.00× | — |
| 过去12个月自由现金流最近4个季度 | $740.2M | — |
8季度趋势，按日历期对齐
经营现金流AGCOROP
| Q1 26 | — | — | ||
| Q4 25 | $763.6M | $738.0M | ||
| Q3 25 | $71.0M | $869.5M | ||
| Q2 25 | $365.7M | $404.1M | ||
| Q1 25 | $-212.2M | $528.7M | ||
| Q4 24 | $797.9M | $722.2M | ||
| Q3 24 | $26.5M | $755.4M | ||
| Q2 24 | $235.5M | $384.1M |
自由现金流AGCOROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $675.0M | — | ||
| Q3 25 | $2.1M | — | ||
| Q2 25 | $323.5M | — | ||
| Q1 25 | $-260.4M | — | ||
| Q4 24 | $683.9M | — | ||
| Q3 24 | $-59.8M | — | ||
| Q2 24 | $137.5M | — |
自由现金流率AGCOROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 23.1% | — | ||
| Q3 25 | 0.1% | — | ||
| Q2 25 | 12.3% | — | ||
| Q1 25 | -12.7% | — | ||
| Q4 24 | 23.7% | — | ||
| Q3 24 | -2.3% | — | ||
| Q2 24 | 4.2% | — |
资本支出强度AGCOROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 3.0% | — | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | 3.9% | — | ||
| Q3 24 | 3.3% | — | ||
| Q2 24 | 3.0% | — |
现金转化率AGCOROP
| Q1 26 | — | — | ||
| Q4 25 | 8.00× | 1.72× | ||
| Q3 25 | 0.23× | 2.18× | ||
| Q2 25 | 1.16× | 1.07× | ||
| Q1 25 | -20.21× | 1.60× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | 0.88× | 2.05× | ||
| Q2 24 | — | 1.14× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
