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康耐视（CGNX）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的季度营收约是康耐视的8.3倍（$2.1B vs $252.3M）。Roper Technologies净利率更高（15.8% vs 12.9%，领先2.9%）。Roper Technologies同比增速更快（11.3% vs 9.9%）。Roper Technologies自由现金流更多（$507.0M vs $72.3M）。过去两年Roper Technologies的营收复合增速更高（10.5% vs 9.4%）
康耐视（Cognex Corporation）是总部位于美国马萨诸塞州内蒂克的机器视觉系统、软件及传感器制造商，业务覆盖全球20余个国家和地区，为各工业领域客户提供高性能的视觉相关产品及解决方案。
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。
CGNX vs ROP — 直观对比
营收规模更大
ROP
是对方的8.3倍
$252.3M
营收增速更快
ROP
高出1.4%
9.9%
净利率更高
ROP
高出2.9%
12.9%
自由现金流更多
ROP
多$434.7M
$72.3M
两年增速更快
ROP
近两年复合增速
9.4%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $252.3M | $2.1B |
| 净利润 | $32.7M | $331.0M |
| 毛利率 | 65.7% | 69.4% |
| 营业利润率 | 14.0% | 27.2% |
| 净利率 | 12.9% | 15.8% |
| 营收同比 | 9.9% | 11.3% |
| 净利润同比 | 15.2% | 842.6% |
| 每股收益（稀释后） | $0.20 | $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CGNXROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $252.3M | $2.1B | ||
| Q3 25 | $276.9M | $2.0B | ||
| Q2 25 | $249.1M | $1.9B | ||
| Q1 25 | $216.0M | $1.9B | ||
| Q4 24 | $229.7M | $1.9B | ||
| Q3 24 | $234.7M | $1.8B | ||
| Q2 24 | $239.3M | $1.7B |
净利润CGNXROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $32.7M | $428.4M | ||
| Q3 25 | $17.7M | $398.5M | ||
| Q2 25 | $40.5M | $378.3M | ||
| Q1 25 | $23.6M | $331.1M | ||
| Q4 24 | $28.3M | $462.3M | ||
| Q3 24 | $29.6M | $367.9M | ||
| Q2 24 | $36.2M | $337.1M |
毛利率CGNXROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 65.7% | 69.5% | ||
| Q3 25 | 67.6% | 69.5% | ||
| Q2 25 | 67.4% | 69.2% | ||
| Q1 25 | 66.8% | 68.7% | ||
| Q4 24 | 68.7% | 68.3% | ||
| Q3 24 | 67.9% | 69.2% | ||
| Q2 24 | 69.6% | 69.5% |
营业利润率CGNXROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 14.0% | 28.6% | ||
| Q3 25 | 20.9% | 28.4% | ||
| Q2 25 | 17.4% | 28.2% | ||
| Q1 25 | 12.1% | 27.9% | ||
| Q4 24 | 13.4% | 28.0% | ||
| Q3 24 | 13.4% | 28.1% | ||
| Q2 24 | 16.1% | 28.8% |
净利率CGNXROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 12.9% | 20.8% | ||
| Q3 25 | 6.4% | 19.8% | ||
| Q2 25 | 16.3% | 19.5% | ||
| Q1 25 | 10.9% | 17.6% | ||
| Q4 24 | 12.3% | 24.6% | ||
| Q3 24 | 12.6% | 20.8% | ||
| Q2 24 | 15.1% | 19.6% |
每股收益（稀释后）CGNXROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $0.20 | $3.97 | ||
| Q3 25 | $0.10 | $3.68 | ||
| Q2 25 | $0.24 | $3.49 | ||
| Q1 25 | $0.14 | $3.06 | ||
| Q4 24 | $0.17 | $4.29 | ||
| Q3 24 | $0.17 | $3.40 | ||
| Q2 24 | $0.21 | $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 | $262.9M | $382.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $1.5B | $18.8B |
| 总资产 | $2.0B | $34.6B |
| 负债/权益比越低杠杆越低 | — | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资CGNXROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $262.9M | $297.4M | ||
| Q3 25 | $245.9M | $320.0M | ||
| Q2 25 | $179.3M | $242.4M | ||
| Q1 25 | $143.7M | $372.8M | ||
| Q4 24 | $186.1M | $188.2M | ||
| Q3 24 | $197.1M | $269.6M | ||
| Q2 24 | $176.6M | $251.5M |
总债务CGNXROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | — | $9.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益CGNXROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $1.5B | $19.9B | ||
| Q3 25 | $1.5B | $20.0B | ||
| Q2 25 | $1.5B | $19.6B | ||
| Q1 25 | $1.4B | $19.2B | ||
| Q4 24 | $1.5B | $18.9B | ||
| Q3 24 | $1.6B | $18.5B | ||
| Q2 24 | $1.5B | $18.1B |
总资产CGNXROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $2.0B | $34.6B | ||
| Q3 25 | $2.0B | $34.6B | ||
| Q2 25 | $2.0B | $33.2B | ||
| Q1 25 | $1.9B | $31.4B | ||
| Q4 24 | $2.0B | $31.3B | ||
| Q3 24 | $2.1B | $31.6B | ||
| Q2 24 | $2.0B | $29.8B |
负债/权益比CGNXROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.40× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $74.9M | — |
| 自由现金流经营现金流 - 资本支出 | $72.3M | $507.0M |
| 自由现金流率自由现金流/营收 | 28.7% | 24.2% |
| 资本支出强度资本支出/营收 | 1.0% | 0.5% |
| 现金转化率经营现金流/净利润 | 2.29× | — |
| 过去12个月自由现金流最近4个季度 | $236.8M | — |
8季度趋势，按日历期对齐
经营现金流CGNXROP
| Q1 26 | — | — | ||
| Q4 25 | $74.9M | $738.0M | ||
| Q3 25 | $87.5M | $869.5M | ||
| Q2 25 | $42.6M | $404.1M | ||
| Q1 25 | $40.5M | $528.7M | ||
| Q4 24 | $51.4M | $722.2M | ||
| Q3 24 | $56.3M | $755.4M | ||
| Q2 24 | $27.8M | $384.1M |
自由现金流CGNXROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $72.3M | — | ||
| Q3 25 | $86.0M | — | ||
| Q2 25 | $40.4M | — | ||
| Q1 25 | $38.0M | — | ||
| Q4 24 | $49.3M | — | ||
| Q3 24 | $51.9M | — | ||
| Q2 24 | $23.3M | — |
自由现金流率CGNXROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 28.7% | — | ||
| Q3 25 | 31.1% | — | ||
| Q2 25 | 16.2% | — | ||
| Q1 25 | 17.6% | — | ||
| Q4 24 | 21.5% | — | ||
| Q3 24 | 22.1% | — | ||
| Q2 24 | 9.7% | — |
资本支出强度CGNXROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.9% | — | ||
| Q1 25 | 1.2% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 1.9% | — |
现金转化率CGNXROP
| Q1 26 | — | — | ||
| Q4 25 | 2.29× | 1.72× | ||
| Q3 25 | 4.95× | 2.18× | ||
| Q2 25 | 1.05× | 1.07× | ||
| Q1 25 | 1.72× | 1.60× | ||
| Q4 24 | 1.81× | 1.56× | ||
| Q3 24 | 1.90× | 2.05× | ||
| Q2 24 | 0.77× | 1.14× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
