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Builders FirstSource（BLDR）与Roper Technologies（ROP）财务数据对比。点击上方公司名可切换其他公司
Builders FirstSource的季度营收约是Roper Technologies的1.6倍（$3.4B vs $2.1B），Roper Technologies净利率更高（15.8% vs 0.9%，领先14.9%），Roper Technologies同比增速更快（11.3% vs -12.1%），Roper Technologies自由现金流更多（$507.0M vs $106.7M），过去两年Roper Technologies的营收复合增速更高（10.5% vs -7.1%）
Builders FirstSource是财富500强企业，成立于1998年3月，总部位于美国得克萨斯州欧文，是美国规模最大的建筑产品、预制构件及增值服务供应商，同时生产制造建筑材料。公司在全美拥有超1.5万名员工，服务于新建住宅施工、维修及翻新领域的专业客户。
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。
BLDR vs ROP — 直观对比
营收规模更大
BLDR
是对方的1.6倍
$2.1B
营收增速更快
ROP
高出23.4%
-12.1%
净利率更高
ROP
高出14.9%
0.9%
自由现金流更多
ROP
多$400.3M
$106.7M
两年增速更快
ROP
近两年复合增速
-7.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.4B | $2.1B |
| 净利润 | $31.5M | $331.0M |
| 毛利率 | 29.8% | 69.4% |
| 营业利润率 | 1.8% | 27.2% |
| 净利率 | 0.9% | 15.8% |
| 营收同比 | -12.1% | 11.3% |
| 净利润同比 | -83.5% | 53.7% |
| 每股收益（稀释后） | $0.29 | $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BLDRROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $3.4B | $2.1B | ||
| Q3 25 | $3.9B | $2.0B | ||
| Q2 25 | $4.2B | $1.9B | ||
| Q1 25 | $3.7B | $1.9B | ||
| Q4 24 | $3.8B | $1.9B | ||
| Q3 24 | $4.2B | $1.8B | ||
| Q2 24 | $4.5B | $1.7B |
净利润BLDRROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $31.5M | $428.4M | ||
| Q3 25 | $122.4M | $398.5M | ||
| Q2 25 | $185.0M | $378.3M | ||
| Q1 25 | $96.3M | $331.1M | ||
| Q4 24 | $190.2M | $462.3M | ||
| Q3 24 | $284.8M | $367.9M | ||
| Q2 24 | $344.1M | $337.1M |
毛利率BLDRROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 29.8% | 69.5% | ||
| Q3 25 | 30.4% | 69.5% | ||
| Q2 25 | 30.7% | 69.2% | ||
| Q1 25 | 30.5% | 68.7% | ||
| Q4 24 | 32.3% | 68.3% | ||
| Q3 24 | 32.8% | 69.2% | ||
| Q2 24 | 32.8% | 69.5% |
营业利润率BLDRROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 1.8% | 28.6% | ||
| Q3 25 | 5.8% | 28.4% | ||
| Q2 25 | 7.4% | 28.2% | ||
| Q1 25 | 5.0% | 27.9% | ||
| Q4 24 | 8.0% | 28.0% | ||
| Q3 24 | 10.1% | 28.1% | ||
| Q2 24 | 11.0% | 28.8% |
净利率BLDRROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 0.9% | 20.8% | ||
| Q3 25 | 3.1% | 19.8% | ||
| Q2 25 | 4.4% | 19.5% | ||
| Q1 25 | 2.6% | 17.6% | ||
| Q4 24 | 5.0% | 24.6% | ||
| Q3 24 | 6.7% | 20.8% | ||
| Q2 24 | 7.7% | 19.6% |
每股收益（稀释后）BLDRROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $0.29 | $3.97 | ||
| Q3 25 | $1.10 | $3.68 | ||
| Q2 25 | $1.66 | $3.49 | ||
| Q1 25 | $0.84 | $3.06 | ||
| Q4 24 | $1.65 | $4.29 | ||
| Q3 24 | $2.44 | $3.40 | ||
| Q2 24 | $2.87 | $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 | $181.8M | $382.9M |
| 总债务越低越好 | $4.4B | $9.7B |
| 股东权益账面价值 | $4.4B | $18.8B |
| 总资产 | $11.2B | $34.6B |
| 负债/权益比越低杠杆越低 | 1.02× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资BLDRROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $181.8M | $297.4M | ||
| Q3 25 | $296.2M | $320.0M | ||
| Q2 25 | $87.0M | $242.4M | ||
| Q1 25 | $115.4M | $372.8M | ||
| Q4 24 | $153.6M | $188.2M | ||
| Q3 24 | $328.1M | $269.6M | ||
| Q2 24 | $75.6M | $251.5M |
总债务BLDRROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $4.4B | $9.3B | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $4.7B | — | ||
| Q1 25 | $4.5B | — | ||
| Q4 24 | $3.7B | $7.6B | ||
| Q3 24 | $3.7B | — | ||
| Q2 24 | $3.8B | — |
股东权益BLDRROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $4.4B | $19.9B | ||
| Q3 25 | $4.3B | $20.0B | ||
| Q2 25 | $4.2B | $19.6B | ||
| Q1 25 | $4.4B | $19.2B | ||
| Q4 24 | $4.3B | $18.9B | ||
| Q3 24 | $4.4B | $18.5B | ||
| Q2 24 | $4.3B | $18.1B |
总资产BLDRROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $11.2B | $34.6B | ||
| Q3 25 | $11.4B | $34.6B | ||
| Q2 25 | $11.5B | $33.2B | ||
| Q1 25 | $11.4B | $31.4B | ||
| Q4 24 | $10.6B | $31.3B | ||
| Q3 24 | $10.9B | $31.6B | ||
| Q2 24 | $10.7B | $29.8B |
负债/权益比BLDRROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 1.02× | 0.47× | ||
| Q3 25 | 1.03× | — | ||
| Q2 25 | 1.12× | — | ||
| Q1 25 | 1.02× | — | ||
| Q4 24 | 0.86× | 0.40× | ||
| Q3 24 | 0.83× | — | ||
| Q2 24 | 0.88× | — |
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 | $194.8M | — |
| 自由现金流经营现金流 - 资本支出 | $106.7M | $507.0M |
| 自由现金流率自由现金流/营收 | 3.2% | 24.2% |
| 资本支出强度资本支出/营收 | 2.6% | 0.5% |
| 现金转化率经营现金流/净利润 | 6.19× | — |
| 过去12个月自由现金流最近4个季度 | $853.3M | — |
8季度趋势，按日历期对齐
经营现金流BLDRROP
| Q1 26 | — | — | ||
| Q4 25 | $194.8M | $738.0M | ||
| Q3 25 | $547.7M | $869.5M | ||
| Q2 25 | $341.0M | $404.1M | ||
| Q1 25 | $132.3M | $528.7M | ||
| Q4 24 | $373.5M | $722.2M | ||
| Q3 24 | $730.0M | $755.4M | ||
| Q2 24 | $452.1M | $384.1M |
自由现金流BLDRROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $106.7M | — | ||
| Q3 25 | $461.9M | — | ||
| Q2 25 | $252.3M | — | ||
| Q1 25 | $32.4M | — | ||
| Q4 24 | $273.8M | — | ||
| Q3 24 | $630.4M | — | ||
| Q2 24 | $364.0M | — |
自由现金流率BLDRROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 3.2% | — | ||
| Q3 25 | 11.7% | — | ||
| Q2 25 | 6.0% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 7.2% | — | ||
| Q3 24 | 14.9% | — | ||
| Q2 24 | 8.2% | — |
资本支出强度BLDRROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 2.6% | — | ||
| Q3 25 | 2.2% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | 2.7% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.4% | — | ||
| Q2 24 | 2.0% | — |
现金转化率BLDRROP
| Q1 26 | — | — | ||
| Q4 25 | 6.19× | 1.72× | ||
| Q3 25 | 4.48× | 2.18× | ||
| Q2 25 | 1.84× | 1.07× | ||
| Q1 25 | 1.37× | 1.60× | ||
| Q4 24 | 1.96× | 1.56× | ||
| Q3 24 | 2.56× | 2.05× | ||
| Q2 24 | 1.31× | 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
BLDR
| Specialty Building Products And Services | $949.0M | 28% |
| Windows Doors And Millwork | $893.5M | 27% |
| Lumber And Lumber Sheet Goods | $772.6M | 23% |
| Manufactured Products | $742.8M | 22% |
ROP
暂无分部数据
