vs
DARLING INGREDIENTS INC.（DAR）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DARLING INGREDIENTS INC.的1.3倍（$2.1B vs $1.6B），Roper Technologies净利率更高（15.8% vs 1.2%，领先14.6%），Roper Technologies同比增速更快（11.3% vs 10.0%），过去两年Roper Technologies的营收复合增速更高（10.5% vs -1.6%）
Darling Ingredients Inc.是全球领先的可持续天然原料生产商，将可食用及不可食用有机副产品加工为食品级营养成分、动物饲料添加剂、制药原料、生物燃料组分等高价值产品，服务全球食品、农业、制药、可再生能源领域客户。
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。
DAR vs ROP — 直观对比
营收规模更大
ROP
是对方的1.3倍
$1.6B
营收增速更快
ROP
高出1.3%
10.0%
净利率更高
ROP
高出14.6%
1.2%
两年增速更快
ROP
近两年复合增速
-1.6%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $2.1B |
| 净利润 | $19.4M | $331.0M |
| 毛利率 | 24.7% | 69.4% |
| 营业利润率 | 4.6% | 27.2% |
| 净利率 | 1.2% | 15.8% |
| 营收同比 | 10.0% | 11.3% |
| 净利润同比 | 14.2% | 53.7% |
| 每股收益（稀释后） | $0.12 | $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DARROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | $1.6B | $2.0B | ||
| Q2 25 | $1.5B | $1.9B | ||
| Q1 25 | $1.4B | $1.9B | ||
| Q4 24 | $1.4B | $1.9B | ||
| Q3 24 | $1.4B | $1.8B | ||
| Q2 24 | $1.5B | $1.7B |
净利润DARROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | — | $428.4M | ||
| Q3 25 | $19.4M | $398.5M | ||
| Q2 25 | $12.7M | $378.3M | ||
| Q1 25 | $-26.2M | $331.1M | ||
| Q4 24 | $101.9M | $462.3M | ||
| Q3 24 | $16.9M | $367.9M | ||
| Q2 24 | $78.9M | $337.1M |
毛利率DARROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | — | 69.5% | ||
| Q3 25 | 24.7% | 69.5% | ||
| Q2 25 | 23.3% | 69.2% | ||
| Q1 25 | 22.6% | 68.7% | ||
| Q4 24 | 23.5% | 68.3% | ||
| Q3 24 | 22.1% | 69.2% | ||
| Q2 24 | 22.5% | 69.5% |
营业利润率DARROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | — | 28.6% | ||
| Q3 25 | 4.6% | 28.4% | ||
| Q2 25 | 5.1% | 28.2% | ||
| Q1 25 | 2.1% | 27.9% | ||
| Q4 24 | 8.6% | 28.0% | ||
| Q3 24 | 4.2% | 28.1% | ||
| Q2 24 | 10.2% | 28.8% |
净利率DARROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | — | 20.8% | ||
| Q3 25 | 1.2% | 19.8% | ||
| Q2 25 | 0.9% | 19.5% | ||
| Q1 25 | -1.9% | 17.6% | ||
| Q4 24 | 7.2% | 24.6% | ||
| Q3 24 | 1.2% | 20.8% | ||
| Q2 24 | 5.4% | 19.6% |
每股收益（稀释后）DARROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | — | $3.97 | ||
| Q3 25 | $0.12 | $3.68 | ||
| Q2 25 | $0.08 | $3.49 | ||
| Q1 25 | $-0.16 | $3.06 | ||
| Q4 24 | $0.63 | $4.29 | ||
| Q3 24 | $0.11 | $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 | $91.5M | $382.9M |
| 总债务越低越好 | $4.0B | $9.7B |
| 股东权益账面价值 | $4.7B | $18.8B |
| 总资产 | $10.5B | $34.6B |
| 负债/权益比越低杠杆越低 | 0.86× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资DARROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | — | $297.4M | ||
| Q3 25 | $91.5M | $320.0M | ||
| Q2 25 | $94.6M | $242.4M | ||
| Q1 25 | $81.5M | $372.8M | ||
| Q4 24 | $76.0M | $188.2M | ||
| Q3 24 | $114.8M | $269.6M | ||
| Q2 24 | $121.6M | $251.5M |
总债务DARROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | — | $9.3B | ||
| Q3 25 | $4.0B | — | ||
| Q2 25 | $3.9B | — | ||
| Q1 25 | $3.8B | — | ||
| Q4 24 | $3.9B | $7.6B | ||
| Q3 24 | $4.1B | — | ||
| Q2 24 | $4.3B | — |
股东权益DARROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | — | $19.9B | ||
| Q3 25 | $4.7B | $20.0B | ||
| Q2 25 | $4.6B | $19.6B | ||
| Q1 25 | $4.4B | $19.2B | ||
| Q4 24 | $4.4B | $18.9B | ||
| Q3 24 | $4.6B | $18.5B | ||
| Q2 24 | $4.5B | $18.1B |
总资产DARROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | — | $34.6B | ||
| Q3 25 | $10.5B | $34.6B | ||
| Q2 25 | $10.3B | $33.2B | ||
| Q1 25 | $10.0B | $31.4B | ||
| Q4 24 | $10.1B | $31.3B | ||
| Q3 24 | $10.6B | $31.6B | ||
| Q2 24 | $10.6B | $29.8B |
负债/权益比DARROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | — | 0.47× | ||
| Q3 25 | 0.86× | — | ||
| Q2 25 | 0.85× | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | 0.89× | 0.40× | ||
| Q3 24 | 0.91× | — | ||
| Q2 24 | 0.97× | — |
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 | $224.3M | — |
| 自由现金流经营现金流 - 资本支出 | — | $507.0M |
| 自由现金流率自由现金流/营收 | — | 24.2% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 现金转化率经营现金流/净利润 | 11.59× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流DARROP
| Q1 26 | — | — | ||
| Q4 25 | — | $738.0M | ||
| Q3 25 | $224.3M | $869.5M | ||
| Q2 25 | $145.8M | $404.1M | ||
| Q1 25 | $249.0M | $528.7M | ||
| Q4 24 | $154.4M | $722.2M | ||
| Q3 24 | $274.5M | $755.4M | ||
| Q2 24 | $146.5M | $384.1M |
自由现金流DARROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率DARROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度DARROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率DARROP
| Q1 26 | — | — | ||
| Q4 25 | — | 1.72× | ||
| Q3 25 | 11.59× | 2.18× | ||
| Q2 25 | 11.52× | 1.07× | ||
| Q1 25 | — | 1.60× | ||
| Q4 24 | 1.52× | 1.56× | ||
| Q3 24 | 16.19× | 2.05× | ||
| Q2 24 | 1.86× | 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
DAR
| Fats | $428.4M | 27% |
| Food Ingredients | $380.6M | 24% |
| Diamond Green Diesel Holdings Llc Joint Venture | $342.1M | 22% |
| Fuel Ingredients | $154.3M | 10% |
| Used Cooking Oil | $125.9M | 8% |
| Other Rendering | $76.9M | 5% |
| Bakery | $46.9M | 3% |
| Other Products And Services | $12.2M | 1% |
ROP
暂无分部数据
