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Academy Sports & Outdoors, Inc.（ASO）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Academy Sports & Outdoors, Inc.的1.5倍（$2.1B vs $1.4B），Roper Technologies净利率更高（15.8% vs 5.2%，领先10.6%），Roper Technologies同比增速更快（11.3% vs 3.0%），Roper Technologies自由现金流更多（$507.0M vs $-13.6M），过去两年Roper Technologies的营收复合增速更高（10.5% vs -12.2%）
Academy Sports & Outdoors是美国知名的运动户外用品连锁零售商，总部位于得克萨斯州哈里斯县，临近休斯顿。品牌曾由戈奇曼家族私有运营74年，2011年被私募机构KKR收购，2020年10月于纳斯达克挂牌上市，旗下门店主营各类运动装备、户外休闲用品等品类。
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。
ASO vs ROP — 直观对比
营收规模更大
ROP
是对方的1.5倍
$1.4B
营收增速更快
ROP
高出8.3%
3.0%
净利率更高
ROP
高出10.6%
5.2%
自由现金流更多
ROP
多$520.6M
$-13.6M
两年增速更快
ROP
近两年复合增速
-12.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.1B |
| 净利润 | $71.6M | $331.0M |
| 毛利率 | 35.7% | 69.4% |
| 营业利润率 | 7.3% | 27.2% |
| 净利率 | 5.2% | 15.8% |
| 营收同比 | 3.0% | 11.3% |
| 净利润同比 | 8.8% | 842.6% |
| 每股收益（稀释后） | $1.05 | $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ASOROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.4B | $2.1B | ||
| Q3 25 | $1.6B | $2.0B | ||
| Q2 25 | $1.4B | $1.9B | ||
| Q1 25 | $1.7B | $1.9B | ||
| Q4 24 | $1.3B | $1.9B | ||
| Q3 24 | $1.5B | $1.8B | ||
| Q2 24 | $1.4B | $1.7B |
净利润ASOROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $71.6M | $428.4M | ||
| Q3 25 | $125.4M | $398.5M | ||
| Q2 25 | $46.1M | $378.3M | ||
| Q1 25 | $133.6M | $331.1M | ||
| Q4 24 | $65.8M | $462.3M | ||
| Q3 24 | $142.6M | $367.9M | ||
| Q2 24 | $76.5M | $337.1M |
毛利率ASOROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 35.7% | 69.5% | ||
| Q3 25 | 36.0% | 69.5% | ||
| Q2 25 | 34.0% | 69.2% | ||
| Q1 25 | 32.2% | 68.7% | ||
| Q4 24 | 34.0% | 68.3% | ||
| Q3 24 | 36.1% | 69.2% | ||
| Q2 24 | 33.4% | 69.5% |
营业利润率ASOROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 7.3% | 28.6% | ||
| Q3 25 | 10.8% | 28.4% | ||
| Q2 25 | 5.1% | 28.2% | ||
| Q1 25 | 9.2% | 27.9% | ||
| Q4 24 | 6.8% | 28.0% | ||
| Q3 24 | 12.3% | 28.1% | ||
| Q2 24 | 7.5% | 28.8% |
净利率ASOROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 5.2% | 20.8% | ||
| Q3 25 | 7.8% | 19.8% | ||
| Q2 25 | 3.4% | 19.5% | ||
| Q1 25 | 8.0% | 17.6% | ||
| Q4 24 | 4.9% | 24.6% | ||
| Q3 24 | 9.2% | 20.8% | ||
| Q2 24 | 5.6% | 19.6% |
每股收益（稀释后）ASOROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $1.05 | $3.97 | ||
| Q3 25 | $1.85 | $3.68 | ||
| Q2 25 | $0.68 | $3.49 | ||
| Q1 25 | $1.85 | $3.06 | ||
| Q4 24 | $0.92 | $4.29 | ||
| Q3 24 | $1.95 | $3.40 | ||
| Q2 24 | $1.01 | $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 | $289.5M | $382.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $2.1B | $18.8B |
| 总资产 | $5.4B | $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ASOROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $289.5M | $297.4M | ||
| Q3 25 | $300.9M | $320.0M | ||
| Q2 25 | $285.1M | $242.4M | ||
| Q1 25 | $288.9M | $372.8M | ||
| Q4 24 | $296.0M | $188.2M | ||
| Q3 24 | $324.6M | $269.6M | ||
| Q2 24 | $378.1M | $251.5M |
总债务ASOROP
| 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ASOROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $2.1B | $19.9B | ||
| Q3 25 | $2.1B | $20.0B | ||
| Q2 25 | $1.9B | $19.6B | ||
| Q1 25 | $2.0B | $19.2B | ||
| Q4 24 | $2.0B | $18.9B | ||
| Q3 24 | $2.0B | $18.5B | ||
| Q2 24 | $1.9B | $18.1B |
总资产ASOROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $5.4B | $34.6B | ||
| Q3 25 | $5.3B | $34.6B | ||
| Q2 25 | $5.2B | $33.2B | ||
| Q1 25 | $4.9B | $31.4B | ||
| Q4 24 | $5.1B | $31.3B | ||
| Q3 24 | $4.9B | $31.6B | ||
| Q2 24 | $4.9B | $29.8B |
负债/权益比ASOROP
| 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 | $49.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-13.6M | $507.0M |
| 自由现金流率自由现金流/营收 | -1.0% | 24.2% |
| 资本支出强度资本支出/营收 | 4.5% | 0.5% |
| 现金转化率经营现金流/净利润 | 0.68× | — |
| 过去12个月自由现金流最近4个季度 | $191.4M | — |
8季度趋势，按日历期对齐
经营现金流ASOROP
| Q1 26 | — | — | ||
| Q4 25 | $49.0M | $738.0M | ||
| Q3 25 | $78.6M | $869.5M | ||
| Q2 25 | $157.5M | $404.1M | ||
| Q1 25 | $140.2M | $528.7M | ||
| Q4 24 | $96.9M | $722.2M | ||
| Q3 24 | $91.3M | $755.4M | ||
| Q2 24 | $199.7M | $384.1M |
自由现金流ASOROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $-13.6M | — | ||
| Q3 25 | $21.8M | — | ||
| Q2 25 | $106.6M | — | ||
| Q1 25 | $76.4M | — | ||
| Q4 24 | $34.4M | — | ||
| Q3 24 | $50.1M | — | ||
| Q2 24 | $167.4M | — |
自由现金流率ASOROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | -1.0% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 7.9% | — | ||
| Q1 25 | 4.6% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 12.3% | — |
资本支出强度ASOROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 4.5% | — | ||
| Q3 25 | 3.5% | — | ||
| Q2 25 | 3.8% | — | ||
| Q1 25 | 3.8% | — | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 2.7% | — | ||
| Q2 24 | 2.4% | — |
现金转化率ASOROP
| Q1 26 | — | — | ||
| Q4 25 | 0.68× | 1.72× | ||
| Q3 25 | 0.63× | 2.18× | ||
| Q2 25 | 3.42× | 1.07× | ||
| Q1 25 | 1.05× | 1.60× | ||
| Q4 24 | 1.47× | 1.56× | ||
| Q3 24 | 0.64× | 2.05× | ||
| Q2 24 | 2.61× | 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
ASO
| Outdoors | $445.1M | 32% |
| Apparel | $349.8M | 25% |
| Footwear | $292.4M | 21% |
| Sports And Recreation | $288.7M | 21% |
| Other | $7.6M | 1% |
ROP
暂无分部数据
