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达美乐（DPZ）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的季度营收约是达美乐的1.8倍（$2.1B vs $1.2B），Roper Technologies净利率更高（15.8% vs 12.2%，领先3.6%），Roper Technologies同比增速更快（11.3% vs 3.5%），Roper Technologies自由现金流更多（$507.0M vs $147.0M），过去两年Roper Technologies的营收复合增速更高（10.5% vs 3.0%）
达美乐是1960年成立的美国跨国披萨连锁品牌，注册地位于特拉华州，总部坐落在密歇根州安娜堡附近的安娜堡镇达美乐农场办公园区。截至2018年，品牌已在全球83个国家和地区的5701座城市开设约15000家门店，其中美国、印度、英国分别有5649家、1500家和1249家门店。
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。
DPZ vs ROP — 直观对比
营收规模更大
ROP
是对方的1.8倍
$1.2B
营收增速更快
ROP
高出7.8%
3.5%
净利率更高
ROP
高出3.6%
12.2%
自由现金流更多
ROP
多$360.0M
$147.0M
两年增速更快
ROP
近两年复合增速
3.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $2.1B |
| 净利润 | $139.8M | $331.0M |
| 毛利率 | 40.4% | 69.4% |
| 营业利润率 | 20.0% | 27.2% |
| 净利率 | 12.2% | 15.8% |
| 营收同比 | 3.5% | 11.3% |
| 净利润同比 | -6.6% | 842.6% |
| 每股收益（稀释后） | $4.13 | $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DPZROP
| Q1 26 | $1.2B | $2.1B | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $1.1B | $1.9B | ||
| Q1 25 | $1.1B | $1.9B | ||
| Q4 24 | $1.4B | $1.9B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.1B | $1.7B |
净利润DPZROP
| Q1 26 | $139.8M | $331.0M | ||
| Q4 25 | — | $428.4M | ||
| Q3 25 | $139.3M | $398.5M | ||
| Q2 25 | $131.1M | $378.3M | ||
| Q1 25 | $149.7M | $331.1M | ||
| Q4 24 | $169.4M | $462.3M | ||
| Q3 24 | $146.9M | $367.9M | ||
| Q2 24 | $142.0M | $337.1M |
毛利率DPZROP
| Q1 26 | 40.4% | 69.4% | ||
| Q4 25 | — | 69.5% | ||
| Q3 25 | 40.1% | 69.5% | ||
| Q2 25 | 40.3% | 69.2% | ||
| Q1 25 | 39.8% | 68.7% | ||
| Q4 24 | 39.2% | 68.3% | ||
| Q3 24 | 39.2% | 69.2% | ||
| Q2 24 | 39.8% | 69.5% |
营业利润率DPZROP
| Q1 26 | 20.0% | 27.2% | ||
| Q4 25 | — | 28.6% | ||
| Q3 25 | 19.5% | 28.4% | ||
| Q2 25 | 19.7% | 28.2% | ||
| Q1 25 | 18.9% | 27.9% | ||
| Q4 24 | 19.0% | 28.0% | ||
| Q3 24 | 18.4% | 28.1% | ||
| Q2 24 | 17.9% | 28.8% |
净利率DPZROP
| Q1 26 | 12.2% | 15.8% | ||
| Q4 25 | — | 20.8% | ||
| Q3 25 | 12.1% | 19.8% | ||
| Q2 25 | 11.4% | 19.5% | ||
| Q1 25 | 13.5% | 17.6% | ||
| Q4 24 | 11.7% | 24.6% | ||
| Q3 24 | 13.6% | 20.8% | ||
| Q2 24 | 12.9% | 19.6% |
每股收益（稀释后）DPZROP
| Q1 26 | $4.13 | $4.87 | ||
| Q4 25 | — | $3.97 | ||
| Q3 25 | $4.08 | $3.68 | ||
| Q2 25 | $3.81 | $3.49 | ||
| Q1 25 | $4.33 | $3.06 | ||
| Q4 24 | $4.89 | $4.29 | ||
| Q3 24 | $4.19 | $3.40 | ||
| Q2 24 | $4.03 | $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 | $232.9M | $382.9M |
| 总债务越低越好 | $4.9B | $9.7B |
| 股东权益账面价值 | — | $18.8B |
| 总资产 | $1.8B | $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DPZROP
| Q1 26 | $232.9M | $382.9M | ||
| Q4 25 | — | $297.4M | ||
| Q3 25 | $139.7M | $320.0M | ||
| Q2 25 | $272.9M | $242.4M | ||
| Q1 25 | $304.3M | $372.8M | ||
| Q4 24 | $186.1M | $188.2M | ||
| Q3 24 | $189.1M | $269.6M | ||
| Q2 24 | $283.7M | $251.5M |
总债务DPZROP
| Q1 26 | $4.9B | $9.7B | ||
| Q4 25 | — | $9.3B | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $3.8B | — | ||
| Q1 25 | $3.8B | — | ||
| Q4 24 | $3.8B | $7.6B | ||
| Q3 24 | $5.0B | — | ||
| Q2 24 | $5.0B | — |
股东权益DPZROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | — | $19.9B | ||
| Q3 25 | $-4.0B | $20.0B | ||
| Q2 25 | $-4.0B | $19.6B | ||
| Q1 25 | $-3.9B | $19.2B | ||
| Q4 24 | $-4.0B | $18.9B | ||
| Q3 24 | $-4.0B | $18.5B | ||
| Q2 24 | $-3.9B | $18.1B |
总资产DPZROP
| Q1 26 | $1.8B | $34.6B | ||
| Q4 25 | — | $34.6B | ||
| Q3 25 | $1.7B | $34.6B | ||
| Q2 25 | $1.8B | $33.2B | ||
| Q1 25 | $1.9B | $31.4B | ||
| Q4 24 | $1.7B | $31.3B | ||
| Q3 24 | $1.8B | $31.6B | ||
| Q2 24 | $1.9B | $29.8B |
负债/权益比DPZROP
| 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 | $162.0M | — |
| 自由现金流经营现金流 - 资本支出 | $147.0M | $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 | 1.3% | 0.5% |
| 现金转化率经营现金流/净利润 | 1.16× | — |
| 过去12个月自由现金流最近4个季度 | $642.6M | — |
8季度趋势，按日历期对齐
经营现金流DPZROP
| Q1 26 | $162.0M | — | ||
| Q4 25 | — | $738.0M | ||
| Q3 25 | $185.4M | $869.5M | ||
| Q2 25 | $187.8M | $404.1M | ||
| Q1 25 | $179.1M | $528.7M | ||
| Q4 24 | $178.0M | $722.2M | ||
| Q3 24 | $172.7M | $755.4M | ||
| Q2 24 | $150.7M | $384.1M |
自由现金流DPZROP
| Q1 26 | $147.0M | $507.0M | ||
| Q4 25 | — | — | ||
| Q3 25 | $164.0M | — | ||
| Q2 25 | $167.3M | — | ||
| Q1 25 | $164.3M | — | ||
| Q4 24 | $135.9M | — | ||
| Q3 24 | $145.6M | — | ||
| Q2 24 | $127.2M | — |
自由现金流率DPZROP
| Q1 26 | 12.8% | 24.2% | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.3% | — | ||
| Q2 25 | 14.6% | — | ||
| Q1 25 | 14.8% | — | ||
| Q4 24 | 9.4% | — | ||
| Q3 24 | 13.5% | — | ||
| Q2 24 | 11.6% | — |
资本支出强度DPZROP
| Q1 26 | 1.3% | 0.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.3% | — | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 2.1% | — |
现金转化率DPZROP
| Q1 26 | 1.16× | — | ||
| Q4 25 | — | 1.72× | ||
| Q3 25 | 1.33× | 2.18× | ||
| Q2 25 | 1.43× | 1.07× | ||
| Q1 25 | 1.20× | 1.60× | ||
| Q4 24 | 1.05× | 1.56× | ||
| Q3 24 | 1.18× | 2.05× | ||
| Q2 24 | 1.06× | 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
DPZ
| Supply chain | $699.0M | 61% |
| U.S. franchise royalties and fees | $158.0M | 14% |
| U.S. franchise advertising | $130.5M | 11% |
| U.S. Company-owned stores | $82.1M | 7% |
| International franchise royalties and fees | $81.0M | 7% |
ROP
暂无分部数据
