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Core & Main, Inc.（CNM）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Core & Main, Inc.的1.0倍（$2.1B vs $2.1B），Roper Technologies净利率更高（15.8% vs 6.6%，领先9.2%），Roper Technologies同比增速更快（11.3% vs 0.0%），Roper Technologies自由现金流更多（$507.0M vs $263.0M），过去两年Core & Main, Inc.的营收复合增速更高（19.7% vs 10.5%）
Core & Main, Inc.总部位于美国密苏里州圣路易斯，是美国专业的水务及相关防护产品分销商，主营供水、污水处理、雨水排放、消防防护类产品，客户覆盖市政部门、私营水务企业及专业承包商，在全美49个州设有370个分支机构，服务6万客户，在售产品达22.5万种。
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。
CNM vs ROP — 直观对比
营收规模更大
ROP
是对方的1.0倍
$2.1B
营收增速更快
ROP
高出11.3%
0.0%
净利率更高
ROP
高出9.2%
6.6%
自由现金流更多
ROP
多$244.0M
$263.0M
两年增速更快
CNM
近两年复合增速
10.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $2.1B |
| 净利润 | $137.0M | $331.0M |
| 毛利率 | 27.2% | 69.4% |
| 营业利润率 | 10.7% | 27.2% |
| 净利率 | 6.6% | 15.8% |
| 营收同比 | 0.0% | 11.3% |
| 净利润同比 | 0.0% | 842.6% |
| 每股收益（稀释后） | $0.72 | $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CNMROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.1B | $2.1B | ||
| Q3 25 | $2.1B | $2.0B | ||
| Q2 25 | $1.9B | $1.9B | ||
| Q1 25 | $1.7B | $1.9B | ||
| Q4 24 | $2.0B | $1.9B | ||
| Q3 24 | $2.0B | $1.8B | ||
| Q2 24 | $1.7B | $1.7B |
净利润CNMROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $137.0M | $428.4M | ||
| Q3 25 | $134.0M | $398.5M | ||
| Q2 25 | $100.0M | $378.3M | ||
| Q1 25 | $64.0M | $331.1M | ||
| Q4 24 | $133.0M | $462.3M | ||
| Q3 24 | $119.0M | $367.9M | ||
| Q2 24 | $95.0M | $337.1M |
毛利率CNMROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 27.2% | 69.5% | ||
| Q3 25 | 26.8% | 69.5% | ||
| Q2 25 | 26.7% | 69.2% | ||
| Q1 25 | 26.6% | 68.7% | ||
| Q4 24 | 26.6% | 68.3% | ||
| Q3 24 | 26.4% | 69.2% | ||
| Q2 24 | 26.9% | 69.5% |
营业利润率CNMROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 10.7% | 28.6% | ||
| Q3 25 | 10.2% | 28.4% | ||
| Q2 25 | 8.9% | 28.2% | ||
| Q1 25 | 7.3% | 27.9% | ||
| Q4 24 | 10.9% | 28.0% | ||
| Q3 24 | 10.4% | 28.1% | ||
| Q2 24 | 9.6% | 28.8% |
净利率CNMROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 6.6% | 20.8% | ||
| Q3 25 | 6.4% | 19.8% | ||
| Q2 25 | 5.2% | 19.5% | ||
| Q1 25 | 3.8% | 17.6% | ||
| Q4 24 | 6.5% | 24.6% | ||
| Q3 24 | 6.1% | 20.8% | ||
| Q2 24 | 5.5% | 19.6% |
每股收益（稀释后）CNMROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $0.72 | $3.97 | ||
| Q3 25 | $0.70 | $3.68 | ||
| Q2 25 | $0.52 | $3.49 | ||
| Q1 25 | $0.34 | $3.06 | ||
| Q4 24 | $0.69 | $4.29 | ||
| Q3 24 | $0.61 | $3.40 | ||
| Q2 24 | $0.49 | $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 | $89.0M | $382.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $2.0B | $18.8B |
| 总资产 | $6.3B | $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CNMROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $89.0M | $297.4M | ||
| Q3 25 | $25.0M | $320.0M | ||
| Q2 25 | $8.0M | $242.4M | ||
| Q1 25 | $8.0M | $372.8M | ||
| Q4 24 | $10.0M | $188.2M | ||
| Q3 24 | $13.0M | $269.6M | ||
| Q2 24 | $30.0M | $251.5M |
总债务CNMROP
| 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CNMROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $2.0B | $19.9B | ||
| Q3 25 | $1.9B | $20.0B | ||
| Q2 25 | $1.7B | $19.6B | ||
| Q1 25 | $1.7B | $19.2B | ||
| Q4 24 | $1.7B | $18.9B | ||
| Q3 24 | $1.6B | $18.5B | ||
| Q2 24 | $1.6B | $18.1B |
总资产CNMROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $6.3B | $34.6B | ||
| Q3 25 | $6.3B | $34.6B | ||
| Q2 25 | $6.3B | $33.2B | ||
| Q1 25 | $5.9B | $31.4B | ||
| Q4 24 | $6.2B | $31.3B | ||
| Q3 24 | $6.1B | $31.6B | ||
| Q2 24 | $6.0B | $29.8B |
负债/权益比CNMROP
| 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 | $271.0M | — |
| 自由现金流经营现金流 - 资本支出 | $263.0M | $507.0M |
| 自由现金流率自由现金流/营收 | 12.8% | 24.2% |
| 资本支出强度资本支出/营收 | 0.4% | 0.5% |
| 现金转化率经营现金流/净利润 | 1.98× | — |
| 过去12个月自由现金流最近4个季度 | $575.0M | — |
8季度趋势，按日历期对齐
经营现金流CNMROP
| Q1 26 | — | — | ||
| Q4 25 | $271.0M | $738.0M | ||
| Q3 25 | $34.0M | $869.5M | ||
| Q2 25 | $77.0M | $404.1M | ||
| Q1 25 | $235.0M | $528.7M | ||
| Q4 24 | $260.0M | $722.2M | ||
| Q3 24 | $48.0M | $755.4M | ||
| Q2 24 | $78.0M | $384.1M |
自由现金流CNMROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $263.0M | — | ||
| Q3 25 | $24.0M | — | ||
| Q2 25 | $64.0M | — | ||
| Q1 25 | $224.0M | — | ||
| Q4 24 | $252.0M | — | ||
| Q3 24 | $39.0M | — | ||
| Q2 24 | $71.0M | — |
自由现金流率CNMROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 12.8% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 13.2% | — | ||
| Q4 24 | 12.4% | — | ||
| Q3 24 | 2.0% | — | ||
| Q2 24 | 4.1% | — |
资本支出强度CNMROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 0.4% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.7% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.4% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.4% | — |
现金转化率CNMROP
| Q1 26 | — | — | ||
| Q4 25 | 1.98× | 1.72× | ||
| Q3 25 | 0.25× | 2.18× | ||
| Q2 25 | 0.77× | 1.07× | ||
| Q1 25 | 3.67× | 1.60× | ||
| Q4 24 | 1.95× | 1.56× | ||
| Q3 24 | 0.40× | 2.05× | ||
| Q2 24 | 0.82× | 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
CNM
| Pipes Valves And Fitting Products | $1.4B | 67% |
| Storm Drainage Products | $333.0M | 16% |
| Meter Products | $195.0M | 9% |
| Fire Protection Products | $152.0M | 7% |
ROP
暂无分部数据
