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空气化工产品公司(APD)与Roper Technologies(ROP)财务数据对比。点击上方公司名可切换其他公司
空气化工产品公司的季度营收约是Roper Technologies的1.5倍($3.1B vs $2.1B),空气化工产品公司净利率更高(21.9% vs 15.8%,领先6.1%),Roper Technologies同比增速更快(11.3% vs 5.8%),Roper Technologies自由现金流更多($507.0M vs $-350.5M),过去两年Roper Technologies的营收复合增速更高(10.5% vs 2.9%)
空气化工产品公司是全球知名的工业气体供应商,业务覆盖全球各地,主营大气气体、工艺气体、特种气体、相关设备及服务,产品涵盖氧气、氮气、氩气、氢气、氦气、二氧化碳、一氧化碳、合成气等,同时供应空分装置、非低温发生器等气体生产处理设备,服务炼油、化工、气化等多个行业领域。
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。
APD vs ROP — 直观对比
营收规模更大
APD
是对方的1.5倍
$2.1B
营收增速更快
ROP
高出5.5%
5.8%
净利率更高
APD
高出6.1%
15.8%
自由现金流更多
ROP
多$857.5M
$-350.5M
两年增速更快
ROP
近两年复合增速
2.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $3.1B | $2.1B |
| 净利润 | $678.2M | $331.0M |
| 毛利率 | 32.1% | 69.4% |
| 营业利润率 | 23.7% | 27.2% |
| 净利率 | 21.9% | 15.8% |
| 营收同比 | 5.8% | 11.3% |
| 净利润同比 | 9.8% | 842.6% |
| 每股收益(稀释后) | $3.04 | $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
APD
ROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $3.1B | $2.1B | ||
| Q3 25 | $3.2B | $2.0B | ||
| Q2 25 | $3.0B | $1.9B | ||
| Q1 25 | $2.9B | $1.9B | ||
| Q4 24 | $2.9B | $1.9B | ||
| Q3 24 | $3.2B | $1.8B | ||
| Q2 24 | $3.0B | $1.7B |
净利润
APD
ROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $678.2M | $428.4M | ||
| Q3 25 | $4.9M | $398.5M | ||
| Q2 25 | $713.8M | $378.3M | ||
| Q1 25 | $-1.7B | $331.1M | ||
| Q4 24 | $617.4M | $462.3M | ||
| Q3 24 | $1.9B | $367.9M | ||
| Q2 24 | $696.6M | $337.1M |
毛利率
APD
ROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 32.1% | 69.5% | ||
| Q3 25 | 32.3% | 69.5% | ||
| Q2 25 | 32.5% | 69.2% | ||
| Q1 25 | 29.6% | 68.7% | ||
| Q4 24 | 31.2% | 68.3% | ||
| Q3 24 | 34.0% | 69.2% | ||
| Q2 24 | 32.8% | 69.5% |
营业利润率
APD
ROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 23.7% | 28.6% | ||
| Q3 25 | 0.5% | 28.4% | ||
| Q2 25 | 26.2% | 28.2% | ||
| Q1 25 | -79.8% | 27.9% | ||
| Q4 24 | 22.0% | 28.0% | ||
| Q3 24 | 76.1% | 28.1% | ||
| Q2 24 | 24.7% | 28.8% |
净利率
APD
ROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 21.9% | 20.8% | ||
| Q3 25 | 0.2% | 19.8% | ||
| Q2 25 | 23.6% | 19.5% | ||
| Q1 25 | -59.3% | 17.6% | ||
| Q4 24 | 21.1% | 24.6% | ||
| Q3 24 | 61.2% | 20.8% | ||
| Q2 24 | 23.3% | 19.6% |
每股收益(稀释后)
APD
ROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $3.04 | $3.97 | ||
| Q3 25 | $0.03 | $3.68 | ||
| Q2 25 | $3.20 | $3.49 | ||
| Q1 25 | $-7.77 | $3.06 | ||
| Q4 24 | $2.77 | $4.29 | ||
| Q3 24 | $8.75 | $3.40 | ||
| Q2 24 | $3.13 | $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 | $1.0B | $382.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $15.4B | $18.8B |
| 总资产 | $41.2B | $34.6B |
| 负债/权益比越低杠杆越低 | — | 0.52× |
8季度趋势,按日历期对齐
现金及短期投资
APD
ROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $1.0B | $297.4M | ||
| Q3 25 | $1.9B | $320.0M | ||
| Q2 25 | $2.3B | $242.4M | ||
| Q1 25 | $1.6B | $372.8M | ||
| Q4 24 | $2.0B | $188.2M | ||
| Q3 24 | $3.0B | $269.6M | ||
| Q2 24 | $2.4B | $251.5M |
总债务
APD
ROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | — | $9.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
APD
ROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $15.4B | $19.9B | ||
| Q3 25 | $15.0B | $20.0B | ||
| Q2 25 | $15.5B | $19.6B | ||
| Q1 25 | $14.7B | $19.2B | ||
| Q4 24 | $16.7B | $18.9B | ||
| Q3 24 | $17.0B | $18.5B | ||
| Q2 24 | $15.1B | $18.1B |
总资产
APD
ROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $41.2B | $34.6B | ||
| Q3 25 | $41.1B | $34.6B | ||
| Q2 25 | $41.7B | $33.2B | ||
| Q1 25 | $38.9B | $31.4B | ||
| Q4 24 | $40.0B | $31.3B | ||
| Q3 24 | $39.6B | $31.6B | ||
| Q2 24 | $37.0B | $29.8B |
负债/权益比
APD
ROP
| Q1 26 | — | 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 | $900.7M | — |
| 自由现金流经营现金流 - 资本支出 | $-350.5M | $507.0M |
| 自由现金流率自由现金流/营收 | -11.3% | 24.2% |
| 资本支出强度资本支出/营收 | 40.3% | 0.5% |
| 现金转化率经营现金流/净利润 | 1.33× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
APD
ROP
| Q1 26 | — | — | ||
| Q4 25 | $900.7M | $738.0M | ||
| Q3 25 | — | $869.5M | ||
| Q2 25 | $855.8M | $404.1M | ||
| Q1 25 | $328.1M | $528.7M | ||
| Q4 24 | $811.7M | $722.2M | ||
| Q3 24 | — | $755.4M | ||
| Q2 24 | $1.3B | $384.1M |
自由现金流
APD
ROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $-350.5M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $-640.0M | — | ||
| Q1 25 | $-1.6B | — | ||
| Q4 24 | $-1.3B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $-345.2M | — |
自由现金流率
APD
ROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | -11.3% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -21.2% | — | ||
| Q1 25 | -53.6% | — | ||
| Q4 24 | -44.5% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | -11.6% | — |
资本支出强度
APD
ROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 40.3% | — | ||
| Q3 25 | 47.9% | — | ||
| Q2 25 | 49.5% | — | ||
| Q1 25 | 64.9% | — | ||
| Q4 24 | 72.2% | — | ||
| Q3 24 | 65.1% | — | ||
| Q2 24 | 53.8% | — |
现金转化率
APD
ROP
| Q1 26 | — | — | ||
| Q4 25 | 1.33× | 1.72× | ||
| Q3 25 | — | 2.18× | ||
| Q2 25 | 1.20× | 1.07× | ||
| Q1 25 | — | 1.60× | ||
| Q4 24 | 1.31× | 1.56× | ||
| Q3 24 | — | 2.05× | ||
| Q2 24 | 1.81× | 1.14× |
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
APD
| Other | $1.6B | 53% |
| Onsite | $783.9M | 25% |
| Merchant | $557.8M | 18% |
| Saleof Equipment | $117.0M | 4% |
ROP
暂无分部数据