vs
博士伦（BLCO）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的季度营收约是博士伦的1.5倍（$2.1B vs $1.4B），Roper Technologies净利率更高（15.8% vs -4.1%，领先19.9%），Roper Technologies同比增速更快（11.3% vs 9.8%），Roper Technologies自由现金流更多（$507.0M vs $60.0M），过去两年博士伦的营收复合增速更高（13.1% vs 10.5%）
博士伦是知名眼健康产品企业，总部位于加拿大安大略省沃恩市，是全球规模最大的隐形眼镜、镜片护理产品、眼科药品、人工晶体及其他眼科手术产品供应商之一。品牌1853年由验光师约翰·鲍什与合伙人亨利·朗姆在美国纽约罗切斯特创立，曾是美国历史最悠久的持续运营企业之一，2013年被整体收购。
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。
BLCO 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1.5%
9.8%
净利率更高
ROP
高出19.9%
-4.1%
自由现金流更多
ROP
多$447.0M
$60.0M
两年增速更快
BLCO
近两年复合增速
10.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.1B |
| 净利润 | $-58.0M | $331.0M |
| 毛利率 | — | 69.4% |
| 营业利润率 | 8.0% | 27.2% |
| 净利率 | -4.1% | 15.8% |
| 营收同比 | 9.8% | 11.3% |
| 净利润同比 | -1833.3% | 53.7% |
| 每股收益（稀释后） | $-0.16 | $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BLCOROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.4B | $2.1B | ||
| Q3 25 | $1.3B | $2.0B | ||
| Q2 25 | $1.3B | $1.9B | ||
| Q1 25 | $1.1B | $1.9B | ||
| Q4 24 | $1.3B | $1.9B | ||
| Q3 24 | $1.2B | $1.8B | ||
| Q2 24 | $1.2B | $1.7B |
净利润BLCOROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $-58.0M | $428.4M | ||
| Q3 25 | $-28.0M | $398.5M | ||
| Q2 25 | $-62.0M | $378.3M | ||
| Q1 25 | $-212.0M | $331.1M | ||
| Q4 24 | $-3.0M | $462.3M | ||
| Q3 24 | $4.0M | $367.9M | ||
| Q2 24 | $-151.0M | $337.1M |
毛利率BLCOROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | — | 69.5% | ||
| Q3 25 | — | 69.5% | ||
| Q2 25 | — | 69.2% | ||
| Q1 25 | — | 68.7% | ||
| Q4 24 | — | 68.3% | ||
| Q3 24 | — | 69.2% | ||
| Q2 24 | — | 69.5% |
营业利润率BLCOROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 8.0% | 28.6% | ||
| Q3 25 | 7.4% | 28.4% | ||
| Q2 25 | -0.9% | 28.2% | ||
| Q1 25 | -7.3% | 27.9% | ||
| Q4 24 | 6.8% | 28.0% | ||
| Q3 24 | 3.6% | 28.1% | ||
| Q2 24 | 2.1% | 28.8% |
净利率BLCOROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | -4.1% | 20.8% | ||
| Q3 25 | -2.2% | 19.8% | ||
| Q2 25 | -4.9% | 19.5% | ||
| Q1 25 | -18.6% | 17.6% | ||
| Q4 24 | -0.2% | 24.6% | ||
| Q3 24 | 0.3% | 20.8% | ||
| Q2 24 | -12.4% | 19.6% |
每股收益（稀释后）BLCOROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $-0.16 | $3.97 | ||
| Q3 25 | $-0.08 | $3.68 | ||
| Q2 25 | $-0.18 | $3.49 | ||
| Q1 25 | $-0.60 | $3.06 | ||
| Q4 24 | $-0.00 | $4.29 | ||
| Q3 24 | $0.01 | $3.40 | ||
| Q2 24 | $-0.43 | $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 | $383.0M | $382.9M |
| 总债务越低越好 | $5.0B | $9.7B |
| 股东权益账面价值 | $6.4B | $18.8B |
| 总资产 | $14.0B | $34.6B |
| 负债/权益比越低杠杆越低 | 0.78× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资BLCOROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $383.0M | $297.4M | ||
| Q3 25 | $310.0M | $320.0M | ||
| Q2 25 | $266.0M | $242.4M | ||
| Q1 25 | $202.0M | $372.8M | ||
| Q4 24 | $305.0M | $188.2M | ||
| Q3 24 | $329.0M | $269.6M | ||
| Q2 24 | $285.0M | $251.5M |
总债务BLCOROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $5.0B | $9.3B | ||
| Q3 25 | $5.0B | — | ||
| Q2 25 | $5.0B | — | ||
| Q1 25 | $4.8B | — | ||
| Q4 24 | $4.8B | $7.6B | ||
| Q3 24 | $4.6B | — | ||
| Q2 24 | $4.6B | — |
股东权益BLCOROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $6.4B | $19.9B | ||
| Q3 25 | $6.4B | $20.0B | ||
| Q2 25 | $6.4B | $19.6B | ||
| Q1 25 | $6.4B | $19.2B | ||
| Q4 24 | $6.5B | $18.9B | ||
| Q3 24 | $6.6B | $18.5B | ||
| Q2 24 | $6.5B | $18.1B |
总资产BLCOROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $14.0B | $34.6B | ||
| Q3 25 | $13.8B | $34.6B | ||
| Q2 25 | $13.8B | $33.2B | ||
| Q1 25 | $13.4B | $31.4B | ||
| Q4 24 | $13.5B | $31.3B | ||
| Q3 24 | $13.5B | $31.6B | ||
| Q2 24 | $13.3B | $29.8B |
负债/权益比BLCOROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 0.78× | 0.47× | ||
| Q3 25 | 0.77× | — | ||
| Q2 25 | 0.77× | — | ||
| Q1 25 | 0.76× | — | ||
| Q4 24 | 0.74× | 0.40× | ||
| Q3 24 | 0.70× | — | ||
| Q2 24 | 0.71× | — |
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 | $136.0M | — |
| 自由现金流经营现金流 - 资本支出 | $60.0M | $507.0M |
| 自由现金流率自由现金流/营收 | 4.3% | 24.2% |
| 资本支出强度资本支出/营收 | 5.4% | 0.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-66.0M | — |
8季度趋势，按日历期对齐
经营现金流BLCOROP
| Q1 26 | — | — | ||
| Q4 25 | $136.0M | $738.0M | ||
| Q3 25 | $137.0M | $869.5M | ||
| Q2 25 | $35.0M | $404.1M | ||
| Q1 25 | $-25.0M | $528.7M | ||
| Q4 24 | $22.0M | $722.2M | ||
| Q3 24 | $154.0M | $755.4M | ||
| Q2 24 | $15.0M | $384.1M |
自由现金流BLCOROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $60.0M | — | ||
| Q3 25 | $63.0M | — | ||
| Q2 25 | $-54.0M | — | ||
| Q1 25 | $-135.0M | — | ||
| Q4 24 | $-70.0M | — | ||
| Q3 24 | $94.0M | — | ||
| Q2 24 | $-57.0M | — |
自由现金流率BLCOROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 4.3% | — | ||
| Q3 25 | 4.9% | — | ||
| Q2 25 | -4.2% | — | ||
| Q1 25 | -11.9% | — | ||
| Q4 24 | -5.5% | — | ||
| Q3 24 | 7.9% | — | ||
| Q2 24 | -4.7% | — |
资本支出强度BLCOROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 5.4% | — | ||
| Q3 25 | 5.8% | — | ||
| Q2 25 | 7.0% | — | ||
| Q1 25 | 9.7% | — | ||
| Q4 24 | 7.2% | — | ||
| Q3 24 | 5.0% | — | ||
| Q2 24 | 5.9% | — |
现金转化率BLCOROP
| Q1 26 | — | — | ||
| Q4 25 | — | 1.72× | ||
| Q3 25 | — | 2.18× | ||
| Q2 25 | — | 1.07× | ||
| Q1 25 | — | 1.60× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | 38.50× | 2.05× | ||
| Q2 24 | — | 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
BLCO
| Overthe Counter Products | $489.0M | 35% |
| Pharmaceuticals | $378.0M | 27% |
| Other | $263.0M | 19% |
| Surgical | $249.0M | 18% |
| Brandedand Other Generic Products | $14.0M | 1% |
| Other Revenues | $3.0M | 0% |
| Pharmaceutical Products | $2.0M | 0% |
ROP
暂无分部数据
