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Conagra Brands（CAG）与Roper Technologies（ROP）财务数据对比。点击上方公司名可切换其他公司
Conagra Brands的季度营收约是Roper Technologies的1.4倍（$3.0B vs $2.1B），Roper Technologies净利率更高（15.8% vs -22.3%，领先38.1%），Roper Technologies同比增速更快（11.3% vs -6.8%），Roper Technologies自由现金流更多（$507.0M vs $138.8M），过去两年Roper Technologies的营收复合增速更高（10.5% vs -0.9%）
Conagra Brands是美国包装消费品控股企业，1919年于内布拉斯加州成立，总部设在伊利诺伊州芝加哥。公司旗下拥有多个食品品牌，产品覆盖超市、餐厅及各类餐饮服务场所，2022年位列《财富》美国500强第331位。
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。
CAG vs ROP — 直观对比
营收规模更大
CAG
是对方的1.4倍
$2.1B
营收增速更快
ROP
高出18.0%
-6.8%
净利率更高
ROP
高出38.1%
-22.3%
自由现金流更多
ROP
多$368.2M
$138.8M
两年增速更快
ROP
近两年复合增速
-0.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.0B | $2.1B |
| 净利润 | $-663.6M | $331.0M |
| 毛利率 | 23.4% | 69.4% |
| 营业利润率 | -20.1% | 27.2% |
| 净利率 | -22.3% | 15.8% |
| 营收同比 | -6.8% | 11.3% |
| 净利润同比 | -333.3% | 842.6% |
| 每股收益（稀释后） | $-1.39 | $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CAGROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $3.0B | $2.1B | ||
| Q3 25 | $2.6B | $2.0B | ||
| Q2 25 | $2.8B | $1.9B | ||
| Q1 25 | $2.8B | $1.9B | ||
| Q4 24 | $3.2B | $1.9B | ||
| Q3 24 | $2.8B | $1.8B | ||
| Q2 24 | $2.9B | $1.7B |
净利润CAGROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $-663.6M | $428.4M | ||
| Q3 25 | $164.5M | $398.5M | ||
| Q2 25 | $256.0M | $378.3M | ||
| Q1 25 | $145.1M | $331.1M | ||
| Q4 24 | $284.5M | $462.3M | ||
| Q3 24 | $466.8M | $367.9M | ||
| Q2 24 | $-567.3M | $337.1M |
毛利率CAGROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 23.4% | 69.5% | ||
| Q3 25 | 24.3% | 69.5% | ||
| Q2 25 | 25.4% | 69.2% | ||
| Q1 25 | 25.0% | 68.7% | ||
| Q4 24 | 26.5% | 68.3% | ||
| Q3 24 | 26.5% | 69.2% | ||
| Q2 24 | 27.7% | 69.5% |
营业利润率CAGROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | -20.1% | 28.6% | ||
| Q3 25 | 13.2% | 28.4% | ||
| Q2 25 | 0.1% | 28.2% | ||
| Q1 25 | 13.9% | 27.9% | ||
| Q4 24 | 14.8% | 28.0% | ||
| Q3 24 | 17.7% | 28.1% | ||
| Q2 24 | -16.3% | 28.8% |
净利率CAGROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | -22.3% | 20.8% | ||
| Q3 25 | 6.2% | 19.8% | ||
| Q2 25 | 9.2% | 19.5% | ||
| Q1 25 | 5.1% | 17.6% | ||
| Q4 24 | 8.9% | 24.6% | ||
| Q3 24 | 16.7% | 20.8% | ||
| Q2 24 | -19.5% | 19.6% |
每股收益（稀释后）CAGROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $-1.39 | $3.97 | ||
| Q3 25 | $0.34 | $3.68 | ||
| Q2 25 | $0.54 | $3.49 | ||
| Q1 25 | $0.30 | $3.06 | ||
| Q4 24 | $0.59 | $4.29 | ||
| Q3 24 | $0.97 | $3.40 | ||
| Q2 24 | $-1.19 | $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 | $46.6M | $382.9M |
| 总债务越低越好 | $7.2B | $9.7B |
| 股东权益账面价值 | $8.1B | $18.8B |
| 总资产 | $19.5B | $34.6B |
| 负债/权益比越低杠杆越低 | 0.89× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资CAGROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $46.6M | $297.4M | ||
| Q3 25 | $698.1M | $320.0M | ||
| Q2 25 | $68.0M | $242.4M | ||
| Q1 25 | $49.4M | $372.8M | ||
| Q4 24 | $37.4M | $188.2M | ||
| Q3 24 | $128.7M | $269.6M | ||
| Q2 24 | $77.7M | $251.5M |
总债务CAGROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $7.2B | $9.3B | ||
| Q3 25 | $8.2B | — | ||
| Q2 25 | $7.3B | — | ||
| Q1 25 | $7.3B | — | ||
| Q4 24 | $7.3B | $7.6B | ||
| Q3 24 | $7.5B | — | ||
| Q2 24 | $7.5B | — |
股东权益CAGROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $8.1B | $19.9B | ||
| Q3 25 | $8.9B | $20.0B | ||
| Q2 25 | $8.9B | $19.6B | ||
| Q1 25 | $8.8B | $19.2B | ||
| Q4 24 | $8.8B | $18.9B | ||
| Q3 24 | $8.7B | $18.5B | ||
| Q2 24 | $8.4B | $18.1B |
总资产CAGROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $19.5B | $34.6B | ||
| Q3 25 | $21.2B | $34.6B | ||
| Q2 25 | $20.9B | $33.2B | ||
| Q1 25 | $20.7B | $31.4B | ||
| Q4 24 | $21.0B | $31.3B | ||
| Q3 24 | $21.2B | $31.6B | ||
| Q2 24 | $20.9B | $29.8B |
负债/权益比CAGROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 0.89× | 0.47× | ||
| Q3 25 | 0.92× | — | ||
| Q2 25 | 0.81× | — | ||
| Q1 25 | 0.83× | — | ||
| Q4 24 | 0.83× | 0.40× | ||
| Q3 24 | 0.86× | — | ||
| Q2 24 | 0.89× | — |
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 | $210.6M | — |
| 自由现金流经营现金流 - 资本支出 | $138.8M | $507.0M |
| 自由现金流率自由现金流/营收 | 4.7% | 24.2% |
| 资本支出强度资本支出/营收 | 2.4% | 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 | $876.4M | — |
8季度趋势，按日历期对齐
经营现金流CAGROP
| Q1 26 | — | — | ||
| Q4 25 | $210.6M | $738.0M | ||
| Q3 25 | $120.6M | $869.5M | ||
| Q2 25 | $345.7M | $404.1M | ||
| Q1 25 | $592.0M | $528.7M | ||
| Q4 24 | $485.6M | $722.2M | ||
| Q3 24 | $268.6M | $755.4M | ||
| Q2 24 | $484.3M | $384.1M |
自由现金流CAGROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $138.8M | — | ||
| Q3 25 | $-26.2M | — | ||
| Q2 25 | $260.6M | — | ||
| Q1 25 | $503.2M | — | ||
| Q4 24 | $403.2M | — | ||
| Q3 24 | $135.6M | — | ||
| Q2 24 | $405.8M | — |
自由现金流率CAGROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 4.7% | — | ||
| Q3 25 | -1.0% | — | ||
| Q2 25 | 9.4% | — | ||
| Q1 25 | 17.7% | — | ||
| Q4 24 | 12.6% | — | ||
| Q3 24 | 4.9% | — | ||
| Q2 24 | 14.0% | — |
资本支出强度CAGROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 2.4% | — | ||
| Q3 25 | 5.6% | — | ||
| Q2 25 | 3.1% | — | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 4.8% | — | ||
| Q2 24 | 2.7% | — |
现金转化率CAGROP
| Q1 26 | — | — | ||
| Q4 25 | — | 1.72× | ||
| Q3 25 | 0.73× | 2.18× | ||
| Q2 25 | 1.35× | 1.07× | ||
| Q1 25 | 4.08× | 1.60× | ||
| Q4 24 | 1.71× | 1.56× | ||
| Q3 24 | 0.58× | 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
CAG
| Frozen | $1.1B | 35% |
| Other Shelf Stable | $625.2M | 21% |
| Snacks | $583.9M | 20% |
| Foodservice | $288.4M | 10% |
| Other | $230.4M | 8% |
| Refrigerated | $196.0M | 7% |
ROP
暂无分部数据
