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Chipotle Mexican Grill（CMG）与Roper Technologies（ROP）财务数据对比。点击上方公司名可切换其他公司
Chipotle Mexican Grill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 11.1%，领先4.7%），Roper Technologies同比增速更快（11.3% vs 4.9%），Roper Technologies自由现金流更多（$507.0M vs $228.4M），过去两年Roper Technologies的营收复合增速更高（10.5% vs 5.1%）
Chipotle Mexican Grill（常简称为Chipotle）是源自美国的跨国休闲快餐连锁品牌，主营现点现做的碗餐、塔可、墨西哥卷饼等风味餐食，餐品制作过程全程向顾客公开。截至2025年12月，品牌全球门店数量已达4000家，品牌名来源于纳瓦特尔语中烟熏干哈拉佩尼奥辣椒的称谓。
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。
CMG vs ROP — 直观对比
营收规模更大
CMG
是对方的1.4倍
$2.1B
营收增速更快
ROP
高出6.4%
4.9%
净利率更高
ROP
高出4.7%
11.1%
自由现金流更多
ROP
多$278.6M
$228.4M
两年增速更快
ROP
近两年复合增速
5.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.0B | $2.1B |
| 净利润 | $330.9M | $331.0M |
| 毛利率 | — | 69.4% |
| 营业利润率 | 14.1% | 27.2% |
| 净利率 | 11.1% | 15.8% |
| 营收同比 | 4.9% | 11.3% |
| 净利润同比 | -0.3% | 842.6% |
| 每股收益（稀释后） | $0.25 | $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CMGROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $3.0B | $2.1B | ||
| Q3 25 | $3.0B | $2.0B | ||
| Q2 25 | $3.1B | $1.9B | ||
| Q1 25 | $2.9B | $1.9B | ||
| Q4 24 | $2.8B | $1.9B | ||
| Q3 24 | $2.8B | $1.8B | ||
| Q2 24 | $3.0B | $1.7B |
净利润CMGROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $330.9M | $428.4M | ||
| Q3 25 | $382.1M | $398.5M | ||
| Q2 25 | $436.1M | $378.3M | ||
| Q1 25 | $386.6M | $331.1M | ||
| Q4 24 | $331.8M | $462.3M | ||
| Q3 24 | $387.4M | $367.9M | ||
| Q2 24 | $455.7M | $337.1M |
毛利率CMGROP
| 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CMGROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 14.1% | 28.6% | ||
| Q3 25 | 15.9% | 28.4% | ||
| Q2 25 | 18.2% | 28.2% | ||
| Q1 25 | 16.7% | 27.9% | ||
| Q4 24 | 14.6% | 28.0% | ||
| Q3 24 | 16.9% | 28.1% | ||
| Q2 24 | 19.7% | 28.8% |
净利率CMGROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 11.1% | 20.8% | ||
| Q3 25 | 12.7% | 19.8% | ||
| Q2 25 | 14.2% | 19.5% | ||
| Q1 25 | 13.4% | 17.6% | ||
| Q4 24 | 11.7% | 24.6% | ||
| Q3 24 | 13.9% | 20.8% | ||
| Q2 24 | 15.3% | 19.6% |
每股收益（稀释后）CMGROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $0.25 | $3.97 | ||
| Q3 25 | $0.29 | $3.68 | ||
| Q2 25 | $0.32 | $3.49 | ||
| Q1 25 | $0.28 | $3.06 | ||
| Q4 24 | $-12.51 | $4.29 | ||
| Q3 24 | $0.28 | $3.40 | ||
| Q2 24 | $0.33 | $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 | $1.0B | $382.9M |
| 总债务越低越好 | $0 | $9.7B |
| 股东权益账面价值 | $2.8B | $18.8B |
| 总资产 | $9.0B | $34.6B |
| 负债/权益比越低杠杆越低 | 0.00× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资CMGROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $1.0B | $297.4M | ||
| Q3 25 | $1.4B | $320.0M | ||
| Q2 25 | $1.5B | $242.4M | ||
| Q1 25 | $1.4B | $372.8M | ||
| Q4 24 | $1.4B | $188.2M | ||
| Q3 24 | $1.4B | $269.6M | ||
| Q2 24 | $1.5B | $251.5M |
总债务CMGROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $0 | $9.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | $7.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益CMGROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $2.8B | $19.9B | ||
| Q3 25 | $3.2B | $20.0B | ||
| Q2 25 | $3.5B | $19.6B | ||
| Q1 25 | $3.5B | $19.2B | ||
| Q4 24 | $3.7B | $18.9B | ||
| Q3 24 | $3.6B | $18.5B | ||
| Q2 24 | $3.7B | $18.1B |
总资产CMGROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $9.0B | $34.6B | ||
| Q3 25 | $9.3B | $34.6B | ||
| Q2 25 | $9.3B | $33.2B | ||
| Q1 25 | $9.0B | $31.4B | ||
| Q4 24 | $9.2B | $31.3B | ||
| Q3 24 | $9.0B | $31.6B | ||
| Q2 24 | $8.9B | $29.8B |
负债/权益比CMGROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 0.00× | 0.47× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.00× | 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 | $425.8M | — |
| 自由现金流经营现金流 - 资本支出 | $228.4M | $507.0M |
| 自由现金流率自由现金流/营收 | 7.7% | 24.2% |
| 资本支出强度资本支出/营收 | 6.6% | 0.5% |
| 现金转化率经营现金流/净利润 | 1.29× | — |
| 过去12个月自由现金流最近4个季度 | $1.4B | — |
8季度趋势，按日历期对齐
经营现金流CMGROP
| Q1 26 | — | — | ||
| Q4 25 | $425.8M | $738.0M | ||
| Q3 25 | $569.7M | $869.5M | ||
| Q2 25 | $561.3M | $404.1M | ||
| Q1 25 | $557.1M | $528.7M | ||
| Q4 24 | $526.8M | $722.2M | ||
| Q3 24 | $446.5M | $755.4M | ||
| Q2 24 | $562.6M | $384.1M |
自由现金流CMGROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $228.4M | — | ||
| Q3 25 | $406.2M | — | ||
| Q2 25 | $400.7M | — | ||
| Q1 25 | $412.3M | — | ||
| Q4 24 | $353.9M | — | ||
| Q3 24 | $299.0M | — | ||
| Q2 24 | $422.1M | — |
自由现金流率CMGROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 7.7% | — | ||
| Q3 25 | 13.5% | — | ||
| Q2 25 | 13.1% | — | ||
| Q1 25 | 14.3% | — | ||
| Q4 24 | 12.4% | — | ||
| Q3 24 | 10.7% | — | ||
| Q2 24 | 14.2% | — |
资本支出强度CMGROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 6.6% | — | ||
| Q3 25 | 5.4% | — | ||
| Q2 25 | 5.2% | — | ||
| Q1 25 | 5.0% | — | ||
| Q4 24 | 6.1% | — | ||
| Q3 24 | 5.3% | — | ||
| Q2 24 | 4.7% | — |
现金转化率CMGROP
| Q1 26 | — | — | ||
| Q4 25 | 1.29× | 1.72× | ||
| Q3 25 | 1.49× | 2.18× | ||
| Q2 25 | 1.29× | 1.07× | ||
| Q1 25 | 1.44× | 1.60× | ||
| Q4 24 | 1.59× | 1.56× | ||
| Q3 24 | 1.15× | 2.05× | ||
| Q2 24 | 1.23× | 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
CMG
| U.S.Segment | $2.9B | 98% |
| Chipotle Rewards | $46.1M | 2% |
| Delivery Service | $14.3M | 0% |
ROP
暂无分部数据
