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COHERENT CORP.(COHR)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COHERENT CORP.的1.2倍($2.1B vs $1.7B),Roper Technologies净利率更高(15.8% vs 8.7%,领先7.1%),COHERENT CORP.同比增速更快(17.5% vs 11.3%),Roper Technologies自由现金流更多($507.0M vs $-95.7M),过去两年COHERENT CORP.的营收复合增速更高(18.1% vs 10.5%)
Coherent Corp.是美国专业光学材料与半导体生产商,2023年全球员工规模达26622人。2022年原II-VI公司收购激光制造商Coherent, Inc.后更名为现名,产品广泛应用于通信、工业、医疗等众多领域。
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。
COHR vs ROP — 直观对比
营收规模更大
ROP
是对方的1.2倍
$1.7B
营收增速更快
COHR
高出6.2%
11.3%
净利率更高
ROP
高出7.1%
8.7%
自由现金流更多
ROP
多$602.7M
$-95.7M
两年增速更快
COHR
近两年复合增速
10.5%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $2.1B |
| 净利润 | $146.7M | $331.0M |
| 毛利率 | 36.9% | 69.4% |
| 营业利润率 | 10.0% | 27.2% |
| 净利率 | 8.7% | 15.8% |
| 营收同比 | 17.5% | 11.3% |
| 净利润同比 | 41.9% | 842.6% |
| 每股收益(稀释后) | $0.76 | $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
COHR
ROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.7B | $2.1B | ||
| Q3 25 | $1.6B | $2.0B | ||
| Q2 25 | $1.5B | $1.9B | ||
| Q1 25 | $1.5B | $1.9B | ||
| Q4 24 | $1.4B | $1.9B | ||
| Q3 24 | $1.3B | $1.8B | ||
| Q2 24 | $1.3B | $1.7B |
净利润
COHR
ROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $146.7M | $428.4M | ||
| Q3 25 | $226.3M | $398.5M | ||
| Q2 25 | $-95.6M | $378.3M | ||
| Q1 25 | $15.7M | $331.1M | ||
| Q4 24 | $103.4M | $462.3M | ||
| Q3 24 | $25.9M | $367.9M | ||
| Q2 24 | $-48.4M | $337.1M |
毛利率
COHR
ROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 36.9% | 69.5% | ||
| Q3 25 | 36.6% | 69.5% | ||
| Q2 25 | 35.7% | 69.2% | ||
| Q1 25 | 35.2% | 68.7% | ||
| Q4 24 | 35.5% | 68.3% | ||
| Q3 24 | 34.1% | 69.2% | ||
| Q2 24 | 32.9% | 69.5% |
营业利润率
COHR
ROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 10.0% | 28.6% | ||
| Q3 25 | 13.7% | 28.4% | ||
| Q2 25 | -4.1% | 28.2% | ||
| Q1 25 | 0.7% | 27.9% | ||
| Q4 24 | 9.0% | 28.0% | ||
| Q3 24 | 1.4% | 28.1% | ||
| Q2 24 | 4.8% | 28.8% |
净利率
COHR
ROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 8.7% | 20.8% | ||
| Q3 25 | 14.3% | 19.8% | ||
| Q2 25 | -6.3% | 19.5% | ||
| Q1 25 | 1.0% | 17.6% | ||
| Q4 24 | 7.2% | 24.6% | ||
| Q3 24 | 1.9% | 20.8% | ||
| Q2 24 | -3.7% | 19.6% |
每股收益(稀释后)
COHR
ROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $0.76 | $3.97 | ||
| Q3 25 | $1.19 | $3.68 | ||
| Q2 25 | $-0.81 | $3.49 | ||
| Q1 25 | $-0.11 | $3.06 | ||
| Q4 24 | $0.44 | $4.29 | ||
| Q3 24 | $-0.04 | $3.40 | ||
| Q2 24 | $-0.52 | $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 | $863.7M | $382.9M |
| 总债务越低越好 | $3.4B | $9.7B |
| 股东权益账面价值 | $8.5B | $18.8B |
| 总资产 | $15.1B | $34.6B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.52× |
8季度趋势,按日历期对齐
现金及短期投资
COHR
ROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $863.7M | $297.4M | ||
| Q3 25 | $852.8M | $320.0M | ||
| Q2 25 | $909.2M | $242.4M | ||
| Q1 25 | $890.3M | $372.8M | ||
| Q4 24 | $917.8M | $188.2M | ||
| Q3 24 | $1.0B | $269.6M | ||
| Q2 24 | $926.0M | $251.5M |
总债务
COHR
ROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $3.4B | $9.3B | ||
| Q3 25 | $3.3B | — | ||
| Q2 25 | $3.7B | — | ||
| Q1 25 | $3.7B | — | ||
| Q4 24 | $3.9B | $7.6B | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | $4.1B | — |
股东权益
COHR
ROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $8.5B | $19.9B | ||
| Q3 25 | $5.8B | $20.0B | ||
| Q2 25 | $5.6B | $19.6B | ||
| Q1 25 | $5.4B | $19.2B | ||
| Q4 24 | $5.2B | $18.9B | ||
| Q3 24 | $5.5B | $18.5B | ||
| Q2 24 | $5.2B | $18.1B |
总资产
COHR
ROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $15.1B | $34.6B | ||
| Q3 25 | $14.7B | $34.6B | ||
| Q2 25 | $14.9B | $33.2B | ||
| Q1 25 | $14.4B | $31.4B | ||
| Q4 24 | $14.2B | $31.3B | ||
| Q3 24 | $14.7B | $31.6B | ||
| Q2 24 | $14.5B | $29.8B |
负债/权益比
COHR
ROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 0.39× | 0.47× | ||
| Q3 25 | 0.57× | — | ||
| Q2 25 | 0.65× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.75× | 0.40× | ||
| Q3 24 | 0.73× | — | ||
| Q2 24 | 0.79× | — |
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 | $57.9M | — |
| 自由现金流经营现金流 - 资本支出 | $-95.7M | $507.0M |
| 自由现金流率自由现金流/营收 | -5.7% | 24.2% |
| 资本支出强度资本支出/营收 | 9.1% | 0.5% |
| 现金转化率经营现金流/净利润 | 0.39× | — |
| 过去12个月自由现金流最近4个季度 | $-103.6M | — |
8季度趋势,按日历期对齐
经营现金流
COHR
ROP
| Q1 26 | — | — | ||
| Q4 25 | $57.9M | $738.0M | ||
| Q3 25 | $46.0M | $869.5M | ||
| Q2 25 | $130.3M | $404.1M | ||
| Q1 25 | $163.0M | $528.7M | ||
| Q4 24 | $187.4M | $722.2M | ||
| Q3 24 | $153.0M | $755.4M | ||
| Q2 24 | $162.3M | $384.1M |
自由现金流
COHR
ROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $-95.7M | — | ||
| Q3 25 | $-58.0M | — | ||
| Q2 25 | $-1.1M | — | ||
| Q1 25 | $51.1M | — | ||
| Q4 24 | $81.7M | — | ||
| Q3 24 | $61.0M | — | ||
| Q2 24 | $62.4M | — |
自由现金流率
COHR
ROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | -5.7% | — | ||
| Q3 25 | -3.7% | — | ||
| Q2 25 | -0.1% | — | ||
| Q1 25 | 3.4% | — | ||
| Q4 24 | 5.7% | — | ||
| Q3 24 | 4.5% | — | ||
| Q2 24 | 4.7% | — |
资本支出强度
COHR
ROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 9.1% | — | ||
| Q3 25 | 6.6% | — | ||
| Q2 25 | 8.6% | — | ||
| Q1 25 | 7.5% | — | ||
| Q4 24 | 7.4% | — | ||
| Q3 24 | 6.8% | — | ||
| Q2 24 | 7.6% | — |
现金转化率
COHR
ROP
| Q1 26 | — | — | ||
| Q4 25 | 0.39× | 1.72× | ||
| Q3 25 | 0.20× | 2.18× | ||
| Q2 25 | — | 1.07× | ||
| Q1 25 | 10.37× | 1.60× | ||
| Q4 24 | 1.81× | 1.56× | ||
| Q3 24 | 5.91× | 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
COHR
| Datacenter And Communications Segment | $1.2B | 72% |
| Industrial Segment | $477.7M | 28% |
ROP
暂无分部数据