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BENCHMARK ELECTRONICS INC（BHE）与Rollins, Inc.（ROL）财务数据对比。点击上方公司名可切换其他公司
Rollins, Inc.的季度营收约是BENCHMARK ELECTRONICS INC的1.2倍（$906.4M vs $725.8M），Rollins, Inc.同比增速更快（10.2% vs 6.2%），Rollins, Inc.自由现金流更多（$111.2M vs $48.2M），过去两年BENCHMARK ELECTRONICS INC的营收复合增速更高（1.1% vs 0.8%）
Benchmark Electronics Inc是总部位于美国亚利桑那州坦佩市的电子制造服务（EMS）、原始设计制造（ODM）及原始设备制造（OEM）企业，为客户提供专业的合同制造服务，业务覆盖全球多个区域的电子产业链需求。
Rollins, Inc.是北美知名虫害防治服务商，面向住宅及商业客户提供专业防控服务。公司依托Orkin、HomeTeam Pest Defense等多家全资子公司布局全球业务，覆盖北美、英国等市场，在民用及商用虫害治理领域具备深厚的行业积累与品牌优势。
BHE vs ROL — 直观对比
营收规模更大
ROL
是对方的1.2倍
$725.8M
营收增速更快
ROL
高出4.0%
6.2%
自由现金流更多
ROL
多$63.0M
$48.2M
两年增速更快
BHE
近两年复合增速
0.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $725.8M | $906.4M |
| 净利润 | — | $107.8M |
| 毛利率 | 10.2% | — |
| 营业利润率 | 2.8% | 16.1% |
| 净利率 | — | 11.9% |
| 营收同比 | 6.2% | 10.2% |
| 净利润同比 | — | 2.5% |
| 每股收益（稀释后） | $0.16 | $0.22 |
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BHEROL
| Q1 26 | — | $906.4M | ||
| Q4 25 | $725.8M | $912.9M | ||
| Q3 25 | $702.6M | $1.0B | ||
| Q2 25 | $665.7M | $999.5M | ||
| Q1 25 | $654.6M | $822.5M | ||
| Q4 24 | $683.6M | $832.2M | ||
| Q3 24 | $680.0M | $916.3M | ||
| Q2 24 | $686.7M | $891.9M |
净利润BHEROL
| Q1 26 | — | $107.8M | ||
| Q4 25 | — | $116.4M | ||
| Q3 25 | $14.3M | $163.5M | ||
| Q2 25 | $972.0K | $141.5M | ||
| Q1 25 | $3.6M | $105.2M | ||
| Q4 24 | — | $105.7M | ||
| Q3 24 | $15.4M | $136.9M | ||
| Q2 24 | $15.5M | $129.4M |
毛利率BHEROL
| Q1 26 | — | — | ||
| Q4 25 | 10.2% | — | ||
| Q3 25 | 9.7% | — | ||
| Q2 25 | 9.7% | — | ||
| Q1 25 | 9.7% | — | ||
| Q4 24 | 9.9% | — | ||
| Q3 24 | 9.8% | — | ||
| Q2 24 | 9.9% | — |
营业利润率BHEROL
| Q1 26 | — | 16.1% | ||
| Q4 25 | 2.8% | 17.5% | ||
| Q3 25 | 3.4% | 21.9% | ||
| Q2 25 | 3.1% | 19.8% | ||
| Q1 25 | 1.8% | 17.3% | ||
| Q4 24 | 4.2% | 18.1% | ||
| Q3 24 | 4.1% | 20.9% | ||
| Q2 24 | 4.0% | 20.4% |
净利率BHEROL
| Q1 26 | — | 11.9% | ||
| Q4 25 | — | 12.8% | ||
| Q3 25 | 2.0% | 15.9% | ||
| Q2 25 | 0.1% | 14.2% | ||
| Q1 25 | 0.6% | 12.8% | ||
| Q4 24 | — | 12.7% | ||
| Q3 24 | 2.3% | 14.9% | ||
| Q2 24 | 2.3% | 14.5% |
每股收益（稀释后）BHEROL
| Q1 26 | — | $0.22 | ||
| Q4 25 | $0.16 | $0.24 | ||
| Q3 25 | $0.39 | $0.34 | ||
| Q2 25 | $0.03 | $0.29 | ||
| Q1 25 | $0.10 | $0.22 | ||
| Q4 24 | $0.43 | $0.22 | ||
| Q3 24 | $0.42 | $0.28 | ||
| Q2 24 | $0.43 | $0.27 |
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 | $322.1M | $116.5M |
| 总债务越低越好 | $206.8M | $650.6M |
| 股东权益账面价值 | $1.1B | $1.4B |
| 总资产 | $2.1B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.19× | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资BHEROL
| Q1 26 | — | $116.5M | ||
| Q4 25 | $322.1M | $100.0M | ||
| Q3 25 | $285.4M | $127.4M | ||
| Q2 25 | $264.6M | $123.0M | ||
| Q1 25 | $355.3M | $201.2M | ||
| Q4 24 | $315.2M | $89.6M | ||
| Q3 24 | $324.4M | $95.3M | ||
| Q2 24 | $309.3M | $106.7M |
总债务BHEROL
| Q1 26 | — | $650.6M | ||
| Q4 25 | $206.8M | $486.1M | ||
| Q3 25 | $212.6M | $485.7M | ||
| Q2 25 | $203.4M | $485.3M | ||
| Q1 25 | $268.9M | $485.5M | ||
| Q4 24 | $250.5M | $395.3M | ||
| Q3 24 | $272.0M | — | ||
| Q2 24 | $283.6M | — |
股东权益BHEROL
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.1B | $1.5B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.1B | $1.2B |
总资产BHEROL
| Q1 26 | — | $3.2B | ||
| Q4 25 | $2.1B | $3.1B | ||
| Q3 25 | $2.1B | $3.2B | ||
| Q2 25 | $2.0B | $3.2B | ||
| Q1 25 | $2.1B | $2.9B | ||
| Q4 24 | $2.1B | $2.8B | ||
| Q3 24 | $2.1B | $2.8B | ||
| Q2 24 | $2.2B | $2.8B |
负债/权益比BHEROL
| Q1 26 | — | 0.47× | ||
| Q4 25 | 0.19× | 0.35× | ||
| Q3 25 | 0.19× | 0.32× | ||
| Q2 25 | 0.18× | 0.34× | ||
| Q1 25 | 0.24× | 0.36× | ||
| Q4 24 | 0.23× | 0.30× | ||
| Q3 24 | 0.25× | — | ||
| Q2 24 | 0.26× | — |
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 | $58.7M | $118.4M |
| 自由现金流经营现金流 - 资本支出 | $48.2M | $111.2M |
| 自由现金流率自由现金流/营收 | 6.6% | 12.3% |
| 资本支出强度资本支出/营收 | 1.4% | 0.8% |
| 现金转化率经营现金流/净利润 | — | 1.10× |
| 过去12个月自由现金流最近4个季度 | $88.4M | $621.1M |
8季度趋势，按日历期对齐
经营现金流BHEROL
| Q1 26 | — | $118.4M | ||
| Q4 25 | $58.7M | $164.7M | ||
| Q3 25 | $36.6M | $191.3M | ||
| Q2 25 | $-2.8M | $175.1M | ||
| Q1 25 | $31.5M | $146.9M | ||
| Q4 24 | $45.9M | $188.2M | ||
| Q3 24 | $39.0M | $146.9M | ||
| Q2 24 | $55.8M | $145.1M |
自由现金流BHEROL
| Q1 26 | — | $111.2M | ||
| Q4 25 | $48.2M | $159.0M | ||
| Q3 25 | $25.8M | $182.8M | ||
| Q2 25 | $-13.8M | $168.0M | ||
| Q1 25 | $28.1M | $140.1M | ||
| Q4 24 | $37.2M | $184.0M | ||
| Q3 24 | $29.2M | $139.4M | ||
| Q2 24 | $48.2M | $136.4M |
自由现金流率BHEROL
| Q1 26 | — | 12.3% | ||
| Q4 25 | 6.6% | 17.4% | ||
| Q3 25 | 3.7% | 17.8% | ||
| Q2 25 | -2.1% | 16.8% | ||
| Q1 25 | 4.3% | 17.0% | ||
| Q4 24 | 5.4% | 22.1% | ||
| Q3 24 | 4.3% | 15.2% | ||
| Q2 24 | 7.0% | 15.3% |
资本支出强度BHEROL
| Q1 26 | — | 0.8% | ||
| Q4 25 | 1.4% | 0.6% | ||
| Q3 25 | 1.5% | 0.8% | ||
| Q2 25 | 1.7% | 0.7% | ||
| Q1 25 | 0.5% | 0.8% | ||
| Q4 24 | 1.3% | 0.5% | ||
| Q3 24 | 1.4% | 0.8% | ||
| Q2 24 | 1.1% | 1.0% |
现金转化率BHEROL
| Q1 26 | — | 1.10× | ||
| Q4 25 | — | 1.41× | ||
| Q3 25 | 2.57× | 1.17× | ||
| Q2 25 | -2.90× | 1.24× | ||
| Q1 25 | 8.65× | 1.40× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | 2.54× | 1.07× | ||
| Q2 24 | 3.59× | 1.12× |
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
BHE
| Other | $384.9M | 53% |
| Aerospace And Defense Sector | $107.6M | 15% |
| Healthcare Sector | $81.7M | 11% |
| Advanced Computing And Communications Sector | $70.0M | 10% |
| Semi Cap Sector | $45.4M | 6% |
| Industrial Sector | $25.2M | 3% |
| Intersegment Sales | $11.0M | 2% |
ROL
暂无分部数据
