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博思艾伦汉密尔顿（BAH）与Roper Technologies（ROP）财务数据对比。点击上方公司名可切换其他公司
博思艾伦汉密尔顿的季度营收约是Roper Technologies的1.3倍（$2.6B vs $2.1B），Roper Technologies净利率更高（15.8% vs 7.6%，领先8.2%），Roper Technologies同比增速更快（11.3% vs -10.2%），Roper Technologies自由现金流更多（$507.0M vs $248.0M），过去两年Roper Technologies的营收复合增速更高（10.5% vs -2.8%）
博思艾伦汉密尔顿控股集团是美国知名专业服务企业，深耕数字化转型与人工智能领域，为公共部门、私营机构及非营利组织提供咨询、分析与工程服务，总部位于弗吉尼亚州麦克莱恩，属华盛顿大都会区，在全球另设有80个办事处。
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。
BAH vs ROP — 直观对比
营收规模更大
BAH
是对方的1.3倍
$2.1B
营收增速更快
ROP
高出21.5%
-10.2%
净利率更高
ROP
高出8.2%
7.6%
自由现金流更多
ROP
多$259.0M
$248.0M
两年增速更快
ROP
近两年复合增速
-2.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $2.1B |
| 净利润 | $200.0M | $331.0M |
| 毛利率 | 51.9% | 69.4% |
| 营业利润率 | 8.8% | 27.2% |
| 净利率 | 7.6% | 15.8% |
| 营收同比 | -10.2% | 11.3% |
| 净利润同比 | 7.0% | 53.7% |
| 每股收益（稀释后） | $1.63 | $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BAHROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.6B | $2.1B | ||
| Q3 25 | $2.9B | $2.0B | ||
| Q2 25 | $2.9B | $1.9B | ||
| Q1 25 | $3.0B | $1.9B | ||
| Q4 24 | $2.9B | $1.9B | ||
| Q3 24 | $3.1B | $1.8B | ||
| Q2 24 | $2.9B | $1.7B |
净利润BAHROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $200.0M | $428.4M | ||
| Q3 25 | $175.0M | $398.5M | ||
| Q2 25 | $271.0M | $378.3M | ||
| Q1 25 | $192.7M | $331.1M | ||
| Q4 24 | $186.9M | $462.3M | ||
| Q3 24 | $390.1M | $367.9M | ||
| Q2 24 | $165.2M | $337.1M |
毛利率BAHROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 51.9% | 69.5% | ||
| Q3 25 | 53.6% | 69.5% | ||
| Q2 25 | 51.3% | 69.2% | ||
| Q1 25 | 53.6% | 68.7% | ||
| Q4 24 | 55.2% | 68.3% | ||
| Q3 24 | 56.7% | 69.2% | ||
| Q2 24 | 53.4% | 69.5% |
营业利润率BAHROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 8.8% | 28.6% | ||
| Q3 25 | 9.8% | 28.4% | ||
| Q2 25 | 8.8% | 28.2% | ||
| Q1 25 | 9.2% | 27.9% | ||
| Q4 24 | 10.0% | 28.0% | ||
| Q3 24 | 17.4% | 28.1% | ||
| Q2 24 | 8.7% | 28.8% |
净利率BAHROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 7.6% | 20.8% | ||
| Q3 25 | 6.1% | 19.8% | ||
| Q2 25 | 9.3% | 19.5% | ||
| Q1 25 | 6.5% | 17.6% | ||
| Q4 24 | 6.4% | 24.6% | ||
| Q3 24 | 12.4% | 20.8% | ||
| Q2 24 | 5.6% | 19.6% |
每股收益（稀释后）BAHROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $1.63 | $3.97 | ||
| Q3 25 | $1.42 | $3.68 | ||
| Q2 25 | $2.16 | $3.49 | ||
| Q1 25 | $1.52 | $3.06 | ||
| Q4 24 | $1.45 | $4.29 | ||
| Q3 24 | $3.01 | $3.40 | ||
| Q2 24 | $1.27 | $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 | $882.0M | $382.9M |
| 总债务越低越好 | $3.9B | $9.7B |
| 股东权益账面价值 | $1.0B | $18.8B |
| 总资产 | $7.1B | $34.6B |
| 负债/权益比越低杠杆越低 | 3.84× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资BAHROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $882.0M | $297.4M | ||
| Q3 25 | $816.0M | $320.0M | ||
| Q2 25 | $711.0M | $242.4M | ||
| Q1 25 | $885.0M | $372.8M | ||
| Q4 24 | $453.5M | $188.2M | ||
| Q3 24 | $558.7M | $269.6M | ||
| Q2 24 | $297.7M | $251.5M |
总债务BAHROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $3.9B | $9.3B | ||
| Q3 25 | $4.0B | — | ||
| Q2 25 | $4.0B | — | ||
| Q1 25 | $4.0B | — | ||
| Q4 24 | $3.4B | $7.6B | ||
| Q3 24 | $3.4B | — | ||
| Q2 24 | $3.4B | — |
股东权益BAHROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $1.0B | $19.9B | ||
| Q3 25 | $996.0M | $20.0B | ||
| Q2 25 | $1.1B | $19.6B | ||
| Q1 25 | $1.0B | $19.2B | ||
| Q4 24 | $1.2B | $18.9B | ||
| Q3 24 | $1.2B | $18.5B | ||
| Q2 24 | $1.1B | $18.1B |
总资产BAHROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $7.1B | $34.6B | ||
| Q3 25 | $7.2B | $34.6B | ||
| Q2 25 | $7.2B | $33.2B | ||
| Q1 25 | $7.3B | $31.4B | ||
| Q4 24 | $6.8B | $31.3B | ||
| Q3 24 | $6.9B | $31.6B | ||
| Q2 24 | $6.6B | $29.8B |
负债/权益比BAHROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 3.84× | 0.47× | ||
| Q3 25 | 3.98× | — | ||
| Q2 25 | 3.74× | — | ||
| Q1 25 | 3.99× | — | ||
| Q4 24 | 2.79× | 0.40× | ||
| Q3 24 | 2.83× | — | ||
| Q2 24 | 3.14× | — |
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 | $261.0M | — |
| 自由现金流经营现金流 - 资本支出 | $248.0M | $507.0M |
| 自由现金流率自由现金流/营收 | 9.5% | 24.2% |
| 资本支出强度资本支出/营收 | 0.5% | 0.5% |
| 现金转化率经营现金流/净利润 | 1.30× | — |
| 过去12个月自由现金流最近4个季度 | $933.4M | — |
8季度趋势，按日历期对齐
经营现金流BAHROP
| Q1 26 | — | — | ||
| Q4 25 | $261.0M | $738.0M | ||
| Q3 25 | $421.0M | $869.5M | ||
| Q2 25 | $119.0M | $404.1M | ||
| Q1 25 | $219.0M | $528.7M | ||
| Q4 24 | $150.8M | $722.2M | ||
| Q3 24 | $587.1M | $755.4M | ||
| Q2 24 | $52.1M | $384.1M |
自由现金流BAHROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $248.0M | — | ||
| Q3 25 | $395.0M | — | ||
| Q2 25 | $96.0M | — | ||
| Q1 25 | $194.4M | — | ||
| Q4 24 | $133.6M | — | ||
| Q3 24 | $563.3M | — | ||
| Q2 24 | $19.7M | — |
自由现金流率BAHROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 9.5% | — | ||
| Q3 25 | 13.7% | — | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 6.5% | — | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 17.9% | — | ||
| Q2 24 | 0.7% | — |
资本支出强度BAHROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 0.8% | — | ||
| Q1 25 | 0.8% | — | ||
| Q4 24 | 0.6% | — | ||
| Q3 24 | 0.8% | — | ||
| Q2 24 | 1.1% | — |
现金转化率BAHROP
| Q1 26 | — | — | ||
| Q4 25 | 1.30× | 1.72× | ||
| Q3 25 | 2.41× | 2.18× | ||
| Q2 25 | 0.44× | 1.07× | ||
| Q1 25 | 1.14× | 1.60× | ||
| Q4 24 | 0.81× | 1.56× | ||
| Q3 24 | 1.50× | 2.05× | ||
| Q2 24 | 0.32× | 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
BAH
| Defense Clients | $1.5B | 55% |
| Civil Clients | $732.0M | 28% |
| Intelligence Clients | $434.0M | 17% |
ROP
暂无分部数据
