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Ferguson Enterprises Inc.（FERG）与Roper Technologies（ROP）财务数据对比。点击上方公司名可切换其他公司
Ferguson Enterprises Inc.的季度营收约是Roper Technologies的3.9倍（$8.2B vs $2.1B），Roper Technologies净利率更高（15.8% vs 7.0%，领先8.8%），Roper Technologies同比增速更快（11.3% vs 5.1%），Roper Technologies自由现金流更多（$507.0M vs $312.0M），过去两年Ferguson Enterprises Inc.的营收复合增速更高（10.6% vs 10.5%）
Ferguson Enterprises Inc.总部位于美国弗吉尼亚州纽波特纽斯，注册地为特拉华州，是美国规模最大的水暖、暖通空调、家电、照明、管材管件、给排水产品分销商。公司95%营收来自美国本土，5%来自加拿大，拥有3.6万家供应商，运营11个区域配送中心、4个主配送中心及近5900个营业网点。
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。
FERG vs ROP — 直观对比
营收规模更大
FERG
是对方的3.9倍
$2.1B
营收增速更快
ROP
高出6.2%
5.1%
净利率更高
ROP
高出8.8%
7.0%
自由现金流更多
ROP
多$195.0M
$312.0M
两年增速更快
FERG
近两年复合增速
10.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $8.2B | $2.1B |
| 净利润 | $570.0M | $331.0M |
| 毛利率 | 30.7% | 69.4% |
| 营业利润率 | 9.4% | 27.2% |
| 净利率 | 7.0% | 15.8% |
| 营收同比 | 5.1% | 11.3% |
| 净利润同比 | 21.3% | 842.6% |
| 每股收益（稀释后） | $2.90 | $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FERGROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $8.2B | $2.1B | ||
| Q3 25 | $8.5B | $2.0B | ||
| Q2 25 | $7.6B | $1.9B | ||
| Q1 25 | $6.9B | $1.9B | ||
| Q4 24 | $7.8B | $1.9B | ||
| Q3 24 | $7.9B | $1.8B | ||
| Q2 24 | $7.3B | $1.7B |
净利润FERGROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $570.0M | $428.4M | ||
| Q3 25 | $700.0M | $398.5M | ||
| Q2 25 | $410.0M | $378.3M | ||
| Q1 25 | $276.0M | $331.1M | ||
| Q4 24 | $470.0M | $462.3M | ||
| Q3 24 | $451.0M | $367.9M | ||
| Q2 24 | $443.0M | $337.1M |
毛利率FERGROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 30.7% | 69.5% | ||
| Q3 25 | 31.7% | 69.5% | ||
| Q2 25 | 31.0% | 69.2% | ||
| Q1 25 | 29.7% | 68.7% | ||
| Q4 24 | 30.1% | 68.3% | ||
| Q3 24 | 31.0% | 69.2% | ||
| Q2 24 | 30.5% | 69.5% |
营业利润率FERGROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 9.4% | 28.6% | ||
| Q3 25 | 10.9% | 28.4% | ||
| Q2 25 | 8.0% | 28.2% | ||
| Q1 25 | 6.0% | 27.9% | ||
| Q4 24 | 8.6% | 28.0% | ||
| Q3 24 | 10.2% | 28.1% | ||
| Q2 24 | 8.6% | 28.8% |
净利率FERGROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 7.0% | 20.8% | ||
| Q3 25 | 8.2% | 19.8% | ||
| Q2 25 | 5.4% | 19.5% | ||
| Q1 25 | 4.0% | 17.6% | ||
| Q4 24 | 6.0% | 24.6% | ||
| Q3 24 | 5.7% | 20.8% | ||
| Q2 24 | 6.1% | 19.6% |
每股收益（稀释后）FERGROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $2.90 | $3.97 | ||
| Q3 25 | $3.53 | $3.68 | ||
| Q2 25 | $2.07 | $3.49 | ||
| Q1 25 | $1.38 | $3.06 | ||
| Q4 24 | $2.34 | $4.29 | ||
| Q3 24 | $2.23 | $3.40 | ||
| Q2 24 | $2.18 | $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 | $526.0M | $382.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $6.1B | $18.8B |
| 总资产 | $17.7B | $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FERGROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $526.0M | $297.4M | ||
| Q3 25 | $674.0M | $320.0M | ||
| Q2 25 | $519.0M | $242.4M | ||
| Q1 25 | $764.0M | $372.8M | ||
| Q4 24 | $601.0M | $188.2M | ||
| Q3 24 | $571.0M | $269.6M | ||
| Q2 24 | — | $251.5M |
总债务FERGROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | — | $9.3B | ||
| Q3 25 | $4.2B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | — | — |
股东权益FERGROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $6.1B | $19.9B | ||
| Q3 25 | $5.8B | $20.0B | ||
| Q2 25 | $5.5B | $19.6B | ||
| Q1 25 | $5.5B | $19.2B | ||
| Q4 24 | $5.7B | $18.9B | ||
| Q3 24 | $5.6B | $18.5B | ||
| Q2 24 | $5.5B | $18.1B |
总资产FERGROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $17.7B | $34.6B | ||
| Q3 25 | $17.7B | $34.6B | ||
| Q2 25 | $17.3B | $33.2B | ||
| Q1 25 | $16.5B | $31.4B | ||
| Q4 24 | $16.9B | $31.3B | ||
| Q3 24 | $16.6B | $31.6B | ||
| Q2 24 | — | $29.8B |
负债/权益比FERGROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | — | 0.47× | ||
| Q3 25 | 0.72× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.40× | ||
| Q3 24 | 0.70× | — | ||
| 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 | $430.0M | — |
| 自由现金流经营现金流 - 资本支出 | $312.0M | $507.0M |
| 自由现金流率自由现金流/营收 | 3.8% | 24.2% |
| 资本支出强度资本支出/营收 | 1.4% | 0.5% |
| 现金转化率经营现金流/净利润 | 0.75× | — |
| 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FERGROP
| Q1 26 | — | — | ||
| Q4 25 | $430.0M | $738.0M | ||
| Q3 25 | $541.0M | $869.5M | ||
| Q2 25 | $682.0M | $404.1M | ||
| Q1 25 | $340.0M | $528.7M | ||
| Q4 24 | $345.0M | $722.2M | ||
| Q3 24 | — | $755.4M | ||
| Q2 24 | — | $384.1M |
自由现金流FERGROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $312.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $605.0M | — | ||
| Q1 25 | $259.0M | — | ||
| Q4 24 | $268.0M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率FERGROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 7.9% | — | ||
| Q1 25 | 3.8% | — | ||
| Q4 24 | 3.4% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度FERGROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 1.4% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 1.2% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率FERGROP
| Q1 26 | — | — | ||
| Q4 25 | 0.75× | 1.72× | ||
| Q3 25 | 0.77× | 2.18× | ||
| Q2 25 | 1.66× | 1.07× | ||
| Q1 25 | 1.23× | 1.60× | ||
| Q4 24 | 0.73× | 1.56× | ||
| Q3 24 | — | 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
FERG
| United States Segment | $7.8B | 95% |
| Other | $412.0M | 5% |
ROP
暂无分部数据
