vs
DYCOM INDUSTRIES INC（DY）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DYCOM INDUSTRIES INC的1.4倍（$2.1B vs $1.5B），Roper Technologies净利率更高（15.8% vs 7.3%，领先8.5%），DYCOM INDUSTRIES INC同比增速更快（14.1% vs 11.3%），Roper Technologies自由现金流更多（$507.0M vs $164.8M），过去两年DYCOM INDUSTRIES INC的营收复合增速更高（23.5% vs 10.5%）
本公司是美国基础设施服务供应商，服务覆盖电力、管道、工业、通信四大领域，具备各类网络基础设施的规划、设计、安装、项目管理、运维及抢修能力。成立以来坚持内生增长，同时已收购150多家电力承包行业企业，为众多大型电力领域客户提供专业服务。
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。
DY vs ROP — 直观对比
营收规模更大
ROP
是对方的1.4倍
$1.5B
营收增速更快
DY
高出2.8%
11.3%
净利率更高
ROP
高出8.5%
7.3%
自由现金流更多
ROP
多$342.2M
$164.8M
两年增速更快
DY
近两年复合增速
10.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $2.1B |
| 净利润 | $106.4M | $331.0M |
| 毛利率 | — | 69.4% |
| 营业利润率 | 9.7% | 27.2% |
| 净利率 | 7.3% | 15.8% |
| 营收同比 | 14.1% | 11.3% |
| 净利润同比 | 52.4% | 842.6% |
| 每股收益（稀释后） | $3.63 | $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DYROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.5B | $2.1B | ||
| Q3 25 | $1.4B | $2.0B | ||
| Q2 25 | $1.3B | $1.9B | ||
| Q1 25 | $1.1B | $1.9B | ||
| Q4 24 | $1.3B | $1.9B | ||
| Q3 24 | $1.2B | $1.8B | ||
| Q2 24 | $1.1B | $1.7B |
净利润DYROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $106.4M | $428.4M | ||
| Q3 25 | $97.5M | $398.5M | ||
| Q2 25 | $61.0M | $378.3M | ||
| Q1 25 | $32.7M | $331.1M | ||
| Q4 24 | $69.8M | $462.3M | ||
| Q3 24 | $68.4M | $367.9M | ||
| Q2 24 | $62.6M | $337.1M |
毛利率DYROP
| 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DYROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 9.7% | 28.6% | ||
| Q3 25 | 9.5% | 28.4% | ||
| Q2 25 | 6.2% | 28.2% | ||
| Q1 25 | 4.1% | 27.9% | ||
| Q4 24 | 7.2% | 28.0% | ||
| Q3 24 | 7.9% | 28.1% | ||
| Q2 24 | 6.8% | 28.8% |
净利率DYROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 7.3% | 20.8% | ||
| Q3 25 | 7.1% | 19.8% | ||
| Q2 25 | 4.9% | 19.5% | ||
| Q1 25 | 3.0% | 17.6% | ||
| Q4 24 | 5.5% | 24.6% | ||
| Q3 24 | 5.7% | 20.8% | ||
| Q2 24 | 5.5% | 19.6% |
每股收益（稀释后）DYROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $3.63 | $3.97 | ||
| Q3 25 | $3.33 | $3.68 | ||
| Q2 25 | $2.09 | $3.49 | ||
| Q1 25 | $1.11 | $3.06 | ||
| Q4 24 | $2.37 | $4.29 | ||
| Q3 24 | $2.32 | $3.40 | ||
| Q2 24 | $2.12 | $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 | $110.1M | $382.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $1.5B | $18.8B |
| 总资产 | $3.3B | $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DYROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $110.1M | $297.4M | ||
| Q3 25 | $28.5M | $320.0M | ||
| Q2 25 | $16.1M | $242.4M | ||
| Q1 25 | $92.7M | $372.8M | ||
| Q4 24 | $15.3M | $188.2M | ||
| Q3 24 | $19.6M | $269.6M | ||
| Q2 24 | $26.1M | $251.5M |
总债务DYROP
| 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DYROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $1.5B | $19.9B | ||
| Q3 25 | $1.4B | $20.0B | ||
| Q2 25 | $1.3B | $19.6B | ||
| Q1 25 | $1.2B | $19.2B | ||
| Q4 24 | $1.2B | $18.9B | ||
| Q3 24 | $1.2B | $18.5B | ||
| Q2 24 | $1.1B | $18.1B |
总资产DYROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $3.3B | $34.6B | ||
| Q3 25 | $3.2B | $34.6B | ||
| Q2 25 | $3.1B | $33.2B | ||
| Q1 25 | $2.9B | $31.4B | ||
| Q4 24 | $3.1B | $31.3B | ||
| Q3 24 | $2.8B | $31.6B | ||
| Q2 24 | $2.6B | $29.8B |
负债/权益比DYROP
| 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 | $220.0M | — |
| 自由现金流经营现金流 - 资本支出 | $164.8M | $507.0M |
| 自由现金流率自由现金流/营收 | 11.4% | 24.2% |
| 资本支出强度资本支出/营收 | 3.8% | 0.5% |
| 现金转化率经营现金流/净利润 | 2.07× | — |
| 过去12个月自由现金流最近4个季度 | $296.8M | — |
8季度趋势，按日历期对齐
经营现金流DYROP
| Q1 26 | — | — | ||
| Q4 25 | $220.0M | $738.0M | ||
| Q3 25 | $57.4M | $869.5M | ||
| Q2 25 | $-54.0M | $404.1M | ||
| Q1 25 | $328.2M | $528.7M | ||
| Q4 24 | $65.8M | $722.2M | ||
| Q3 24 | $-7.5M | $755.4M | ||
| Q2 24 | $-37.4M | $384.1M |
自由现金流DYROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $164.8M | — | ||
| Q3 25 | $5.8M | — | ||
| Q2 25 | $-133.5M | — | ||
| Q1 25 | $259.7M | — | ||
| Q4 24 | $-8.8M | — | ||
| Q3 24 | $-72.9M | — | ||
| Q2 24 | $-79.4M | — |
自由现金流率DYROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 11.4% | — | ||
| Q3 25 | 0.4% | — | ||
| Q2 25 | -10.6% | — | ||
| Q1 25 | 23.9% | — | ||
| Q4 24 | -0.7% | — | ||
| Q3 24 | -6.1% | — | ||
| Q2 24 | -6.9% | — |
资本支出强度DYROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | 6.3% | — | ||
| Q4 24 | 5.9% | — | ||
| Q3 24 | 5.4% | — | ||
| Q2 24 | 3.7% | — |
现金转化率DYROP
| Q1 26 | — | — | ||
| Q4 25 | 2.07× | 1.72× | ||
| Q3 25 | 0.59× | 2.18× | ||
| Q2 25 | -0.88× | 1.07× | ||
| Q1 25 | 10.05× | 1.60× | ||
| Q4 24 | 0.94× | 1.56× | ||
| Q3 24 | -0.11× | 2.05× | ||
| Q2 24 | -0.60× | 1.14× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
