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CIENA CORP（CIEN）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CIENA CORP的1.7倍（$2.1B vs $1.2B），Roper Technologies净利率更高（15.8% vs 4.1%，领先11.7%），Roper Technologies自由现金流更多（$507.0M vs $134.6M），过去两年Roper Technologies的营收复合增速更高（10.5% vs 3.9%）
Ciena是总部位于美国马里兰州汉诺威的光网络系统及软件提供商，是光连接领域的核心参与者。截至2025年11月，公司营收达48亿美元，全球员工超9000人，由加里·史密斯担任总裁兼首席执行官。
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。
CIEN vs ROP — 直观对比
营收规模更大
ROP
是对方的1.7倍
$1.2B
净利率更高
ROP
高出11.7%
4.1%
自由现金流更多
ROP
多$372.4M
$134.6M
两年增速更快
ROP
近两年复合增速
3.9%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $2.1B |
| 净利润 | $50.3M | $331.0M |
| 毛利率 | 41.3% | 69.4% |
| 营业利润率 | 6.0% | 27.2% |
| 净利率 | 4.1% | 15.8% |
| 营收同比 | — | 11.3% |
| 净利润同比 | — | 842.6% |
| 每股收益（稀释后） | $0.35 | $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CIENROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | $1.2B | $2.0B | ||
| Q2 25 | $1.1B | $1.9B | ||
| Q1 25 | $1.1B | $1.9B | ||
| Q4 24 | $1.1B | $1.9B | ||
| Q3 24 | $942.3M | $1.8B | ||
| Q2 24 | $910.8M | $1.7B |
净利润CIENROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | — | $428.4M | ||
| Q3 25 | $50.3M | $398.5M | ||
| Q2 25 | $9.0M | $378.3M | ||
| Q1 25 | $44.6M | $331.1M | ||
| Q4 24 | $37.0M | $462.3M | ||
| Q3 24 | $14.2M | $367.9M | ||
| Q2 24 | $-16.8M | $337.1M |
毛利率CIENROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | — | 69.5% | ||
| Q3 25 | 41.3% | 69.5% | ||
| Q2 25 | 40.2% | 69.2% | ||
| Q1 25 | 44.0% | 68.7% | ||
| Q4 24 | 40.9% | 68.3% | ||
| Q3 24 | 42.9% | 69.2% | ||
| Q2 24 | 42.7% | 69.5% |
营业利润率CIENROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | — | 28.6% | ||
| Q3 25 | 6.0% | 28.4% | ||
| Q2 25 | 2.9% | 28.2% | ||
| Q1 25 | 7.5% | 27.9% | ||
| Q4 24 | 5.3% | 28.0% | ||
| Q3 24 | 2.8% | 28.1% | ||
| Q2 24 | -0.4% | 28.8% |
净利率CIENROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | — | 20.8% | ||
| Q3 25 | 4.1% | 19.8% | ||
| Q2 25 | 0.8% | 19.5% | ||
| Q1 25 | 4.2% | 17.6% | ||
| Q4 24 | 3.3% | 24.6% | ||
| Q3 24 | 1.5% | 20.8% | ||
| Q2 24 | -1.8% | 19.6% |
每股收益（稀释后）CIENROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | — | $3.97 | ||
| Q3 25 | $0.35 | $3.68 | ||
| Q2 25 | $0.06 | $3.49 | ||
| Q1 25 | $0.31 | $3.06 | ||
| Q4 24 | $0.26 | $4.29 | ||
| Q3 24 | $0.10 | $3.40 | ||
| Q2 24 | $-0.12 | $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 | $1.3B | $382.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $2.8B | $18.8B |
| 总资产 | $5.7B | $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CIENROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | — | $297.4M | ||
| Q3 25 | $1.3B | $320.0M | ||
| Q2 25 | $1.3B | $242.4M | ||
| Q1 25 | $1.2B | $372.8M | ||
| Q4 24 | $1.3B | $188.2M | ||
| Q3 24 | $1.1B | $269.6M | ||
| Q2 24 | $1.3B | $251.5M |
总债务CIENROP
| 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CIENROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | — | $19.9B | ||
| Q3 25 | $2.8B | $20.0B | ||
| Q2 25 | $2.8B | $19.6B | ||
| Q1 25 | $2.8B | $19.2B | ||
| Q4 24 | $2.8B | $18.9B | ||
| Q3 24 | $2.9B | $18.5B | ||
| Q2 24 | $2.9B | $18.1B |
总资产CIENROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | — | $34.6B | ||
| Q3 25 | $5.7B | $34.6B | ||
| Q2 25 | $5.7B | $33.2B | ||
| Q1 25 | $5.6B | $31.4B | ||
| Q4 24 | $5.6B | $31.3B | ||
| Q3 24 | $5.6B | $31.6B | ||
| Q2 24 | $5.6B | $29.8B |
负债/权益比CIENROP
| 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 | $174.3M | — |
| 自由现金流经营现金流 - 资本支出 | $134.6M | $507.0M |
| 自由现金流率自由现金流/营收 | 11.0% | 24.2% |
| 资本支出强度资本支出/营收 | 3.3% | 0.5% |
| 现金转化率经营现金流/净利润 | 3.47× | — |
| 过去12个月自由现金流最近4个季度 | $605.5M | — |
8季度趋势，按日历期对齐
经营现金流CIENROP
| Q1 26 | — | — | ||
| Q4 25 | — | $738.0M | ||
| Q3 25 | $174.3M | $869.5M | ||
| Q2 25 | $156.9M | $404.1M | ||
| Q1 25 | $103.7M | $528.7M | ||
| Q4 24 | $349.4M | $722.2M | ||
| Q3 24 | $-159.4M | $755.4M | ||
| Q2 24 | $58.5M | $384.1M |
自由现金流CIENROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | — | — | ||
| Q3 25 | $134.6M | — | ||
| Q2 25 | $128.2M | — | ||
| Q1 25 | $76.8M | — | ||
| Q4 24 | $265.8M | — | ||
| Q3 24 | $-179.0M | — | ||
| Q2 24 | $41.6M | — |
自由现金流率CIENROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | — | — | ||
| Q3 25 | 11.0% | — | ||
| Q2 25 | 11.4% | — | ||
| Q1 25 | 7.2% | — | ||
| Q4 24 | 23.6% | — | ||
| Q3 24 | -19.0% | — | ||
| Q2 24 | 4.6% | — |
资本支出强度CIENROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | 3.3% | — | ||
| Q2 25 | 2.6% | — | ||
| Q1 25 | 2.5% | — | ||
| Q4 24 | 7.4% | — | ||
| Q3 24 | 2.1% | — | ||
| Q2 24 | 1.9% | — |
现金转化率CIENROP
| Q1 26 | — | — | ||
| Q4 25 | — | 1.72× | ||
| Q3 25 | 3.47× | 2.18× | ||
| Q2 25 | 17.50× | 1.07× | ||
| Q1 25 | 2.33× | 1.60× | ||
| Q4 24 | 9.44× | 1.56× | ||
| Q3 24 | -11.20× | 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
CIEN
| Optical Networking | $815.5M | 67% |
| Routing And Switching | $125.9M | 10% |
| Platform Softwareand Services Segment | $90.0M | 7% |
| Maintenance Support And Training | $80.7M | 7% |
| Installation And Deployment | $65.9M | 5% |
| Blue Planet Automation Softwareand Services Segment | $27.8M | 2% |
| Consulting And Network Design | $13.6M | 1% |
ROP
暂无分部数据
