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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）与Roper Technologies（ROP）财务数据对比。点击上方公司名可切换其他公司
Roper Technologies的季度营收约是APPLIED INDUSTRIAL TECHNOLOGIES INC的1.7倍（$2.1B vs $1.3B），Roper Technologies净利率更高（15.8% vs 8.0%，领先7.8%），Roper Technologies同比增速更快（11.3% vs 7.3%），Roper Technologies自由现金流更多（$507.0M vs $95.4M），过去两年Roper Technologies的营收复合增速更高（10.5% vs 3.8%）
AIT（Applied Industrial Technologies Inc）是总部位于美国的全球化上市工业企业，主营轴承、动力传动产品、工程级流体动力组件及系统、特种流量控制产品等工业用品分销，同时为工业及流体动力应用场景提供工程设计、系统集成及定制化配套服务。
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。
AIT vs ROP — 直观对比
营收规模更大
ROP
是对方的1.7倍
$1.3B
营收增速更快
ROP
高出4.0%
7.3%
净利率更高
ROP
高出7.8%
8.0%
自由现金流更多
ROP
多$411.6M
$95.4M
两年增速更快
ROP
近两年复合增速
3.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $2.1B |
| 净利润 | $99.8M | $331.0M |
| 毛利率 | 30.4% | 69.4% |
| 营业利润率 | 11.0% | 27.2% |
| 净利率 | 8.0% | 15.8% |
| 营收同比 | 7.3% | 11.3% |
| 净利润同比 | -0.0% | 53.7% |
| 每股收益（稀释后） | $2.65 | $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AITROP
| Q1 26 | $1.3B | $2.1B | ||
| Q4 25 | $1.2B | $2.1B | ||
| Q3 25 | $1.2B | $2.0B | ||
| Q2 25 | $1.2B | $1.9B | ||
| Q1 25 | $1.2B | $1.9B | ||
| Q4 24 | $1.1B | $1.9B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.2B | $1.7B |
净利润AITROP
| Q1 26 | $99.8M | $331.0M | ||
| Q4 25 | $95.3M | $428.4M | ||
| Q3 25 | $100.8M | $398.5M | ||
| Q2 25 | $107.8M | $378.3M | ||
| Q1 25 | $99.8M | $331.1M | ||
| Q4 24 | $93.3M | $462.3M | ||
| Q3 24 | $92.1M | $367.9M | ||
| Q2 24 | $103.5M | $337.1M |
毛利率AITROP
| Q1 26 | 30.4% | 69.4% | ||
| Q4 25 | 30.4% | 69.5% | ||
| Q3 25 | 30.1% | 69.5% | ||
| Q2 25 | 30.6% | 69.2% | ||
| Q1 25 | 30.5% | 68.7% | ||
| Q4 24 | 30.6% | 68.3% | ||
| Q3 24 | 29.6% | 69.2% | ||
| Q2 24 | 30.7% | 69.5% |
营业利润率AITROP
| Q1 26 | 11.0% | 27.2% | ||
| Q4 25 | 10.6% | 28.6% | ||
| Q3 25 | 10.8% | 28.4% | ||
| Q2 25 | 11.0% | 28.2% | ||
| Q1 25 | 11.1% | 27.9% | ||
| Q4 24 | 11.3% | 28.0% | ||
| Q3 24 | 10.3% | 28.1% | ||
| Q2 24 | 12.0% | 28.8% |
净利率AITROP
| Q1 26 | 8.0% | 15.8% | ||
| Q4 25 | 8.2% | 20.8% | ||
| Q3 25 | 8.4% | 19.8% | ||
| Q2 25 | 8.8% | 19.5% | ||
| Q1 25 | 8.6% | 17.6% | ||
| Q4 24 | 8.7% | 24.6% | ||
| Q3 24 | 8.4% | 20.8% | ||
| Q2 24 | 8.9% | 19.6% |
每股收益（稀释后）AITROP
| Q1 26 | $2.65 | $4.87 | ||
| Q4 25 | $2.51 | $3.97 | ||
| Q3 25 | $2.63 | $3.68 | ||
| Q2 25 | $2.80 | $3.49 | ||
| Q1 25 | $2.57 | $3.06 | ||
| Q4 24 | $2.39 | $4.29 | ||
| Q3 24 | $2.36 | $3.40 | ||
| Q2 24 | $2.64 | $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 | $171.6M | $382.9M |
| 总债务越低越好 | $365.3M | $9.7B |
| 股东权益账面价值 | $1.9B | $18.8B |
| 总资产 | $3.0B | $34.6B |
| 负债/权益比越低杠杆越低 | 0.20× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资AITROP
| Q1 26 | $171.6M | $382.9M | ||
| Q4 25 | $406.0M | $297.4M | ||
| Q3 25 | $418.7M | $320.0M | ||
| Q2 25 | $388.4M | $242.4M | ||
| Q1 25 | $352.8M | $372.8M | ||
| Q4 24 | $303.4M | $188.2M | ||
| Q3 24 | $538.5M | $269.6M | ||
| Q2 24 | $460.6M | $251.5M |
总债务AITROP
| Q1 26 | $365.3M | $9.7B | ||
| Q4 25 | — | $9.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AITROP
| Q1 26 | $1.9B | $18.8B | ||
| Q4 25 | $1.9B | $19.9B | ||
| Q3 25 | $1.9B | $20.0B | ||
| Q2 25 | $1.8B | $19.6B | ||
| Q1 25 | $1.8B | $19.2B | ||
| Q4 24 | $1.8B | $18.9B | ||
| Q3 24 | $1.8B | $18.5B | ||
| Q2 24 | $1.7B | $18.1B |
总资产AITROP
| Q1 26 | $3.0B | $34.6B | ||
| Q4 25 | $3.2B | $34.6B | ||
| Q3 25 | $3.2B | $34.6B | ||
| Q2 25 | $3.2B | $33.2B | ||
| Q1 25 | $3.1B | $31.4B | ||
| Q4 24 | $3.0B | $31.3B | ||
| Q3 24 | $3.0B | $31.6B | ||
| Q2 24 | $3.0B | $29.8B |
负债/权益比AITROP
| Q1 26 | 0.20× | 0.52× | ||
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.40× | ||
| Q3 24 | — | — | ||
| Q2 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 | $319.1M | — |
| 自由现金流经营现金流 - 资本支出 | $95.4M | $507.0M |
| 自由现金流率自由现金流/营收 | 7.6% | 24.2% |
| 资本支出强度资本支出/营收 | 1.5% | 0.5% |
| 现金转化率经营现金流/净利润 | 3.20× | — |
| 过去12个月自由现金流最近4个季度 | $438.9M | — |
8季度趋势，按日历期对齐
经营现金流AITROP
| Q1 26 | $319.1M | — | ||
| Q4 25 | $99.7M | $738.0M | ||
| Q3 25 | $119.3M | $869.5M | ||
| Q2 25 | $147.0M | $404.1M | ||
| Q1 25 | $122.5M | $528.7M | ||
| Q4 24 | $95.1M | $722.2M | ||
| Q3 24 | $127.7M | $755.4M | ||
| Q2 24 | $119.2M | $384.1M |
自由现金流AITROP
| Q1 26 | $95.4M | $507.0M | ||
| Q4 25 | $93.4M | — | ||
| Q3 25 | $112.0M | — | ||
| Q2 25 | $138.2M | — | ||
| Q1 25 | $114.9M | — | ||
| Q4 24 | $89.9M | — | ||
| Q3 24 | $122.2M | — | ||
| Q2 24 | $111.7M | — |
自由现金流率AITROP
| Q1 26 | 7.6% | 24.2% | ||
| Q4 25 | 8.0% | — | ||
| Q3 25 | 9.3% | — | ||
| Q2 25 | 11.3% | — | ||
| Q1 25 | 9.8% | — | ||
| Q4 24 | 8.4% | — | ||
| Q3 24 | 11.1% | — | ||
| Q2 24 | 9.6% | — |
资本支出强度AITROP
| Q1 26 | 1.5% | 0.5% | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 0.7% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.6% | — |
现金转化率AITROP
| Q1 26 | 3.20× | — | ||
| Q4 25 | 1.05× | 1.72× | ||
| Q3 25 | 1.18× | 2.18× | ||
| Q2 25 | 1.36× | 1.07× | ||
| Q1 25 | 1.23× | 1.60× | ||
| Q4 24 | 1.02× | 1.56× | ||
| Q3 24 | 1.39× | 2.05× | ||
| Q2 24 | 1.15× | 1.14× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
