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Fabrinet(FN)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Fabrinet的1.8倍($2.1B vs $1.1B),Roper Technologies净利率更高(15.8% vs 9.9%,领先5.9%),Fabrinet同比增速更快(35.9% vs 11.3%),Roper Technologies自由现金流更多($507.0M vs $-5.3M),过去两年Fabrinet的营收复合增速更高(24.4% vs 10.5%)
Fabrinet(股票代码FN)为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护,覆盖400家以美企为主的中等市值企业,若成分企业存在多类流通股,指数的成分股总量有时会超过400只。
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。
FN vs ROP — 直观对比
营收规模更大
ROP
是对方的1.8倍
$1.1B
营收增速更快
FN
高出24.6%
11.3%
净利率更高
ROP
高出5.9%
9.9%
自由现金流更多
ROP
多$512.3M
$-5.3M
两年增速更快
FN
近两年复合增速
10.5%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $2.1B |
| 净利润 | $112.6M | $331.0M |
| 毛利率 | 12.2% | 69.4% |
| 营业利润率 | 10.1% | 27.2% |
| 净利率 | 9.9% | 15.8% |
| 营收同比 | 35.9% | 11.3% |
| 净利润同比 | 30.0% | 53.7% |
| 每股收益(稀释后) | $3.11 | $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
FN
ROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.1B | $2.1B | ||
| Q3 25 | $978.1M | $2.0B | ||
| Q2 25 | $909.7M | $1.9B | ||
| Q1 25 | $871.8M | $1.9B | ||
| Q4 24 | $833.6M | $1.9B | ||
| Q3 24 | $804.2M | $1.8B | ||
| Q2 24 | $753.3M | $1.7B |
净利润
FN
ROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $112.6M | $428.4M | ||
| Q3 25 | $95.9M | $398.5M | ||
| Q2 25 | $87.2M | $378.3M | ||
| Q1 25 | $81.3M | $331.1M | ||
| Q4 24 | $86.6M | $462.3M | ||
| Q3 24 | $77.4M | $367.9M | ||
| Q2 24 | $81.1M | $337.1M |
毛利率
FN
ROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 12.2% | 69.5% | ||
| Q3 25 | 11.9% | 69.5% | ||
| Q2 25 | 12.2% | 69.2% | ||
| Q1 25 | 11.7% | 68.7% | ||
| Q4 24 | 12.1% | 68.3% | ||
| Q3 24 | 12.3% | 69.2% | ||
| Q2 24 | 12.3% | 69.5% |
营业利润率
FN
ROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 10.1% | 28.6% | ||
| Q3 25 | 9.6% | 28.4% | ||
| Q2 25 | 9.8% | 28.2% | ||
| Q1 25 | 9.0% | 27.9% | ||
| Q4 24 | 9.5% | 28.0% | ||
| Q3 24 | 9.6% | 28.1% | ||
| Q2 24 | 9.7% | 28.8% |
净利率
FN
ROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 9.9% | 20.8% | ||
| Q3 25 | 9.8% | 19.8% | ||
| Q2 25 | 9.6% | 19.5% | ||
| Q1 25 | 9.3% | 17.6% | ||
| Q4 24 | 10.4% | 24.6% | ||
| Q3 24 | 9.6% | 20.8% | ||
| Q2 24 | 10.8% | 19.6% |
每股收益(稀释后)
FN
ROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $3.11 | $3.97 | ||
| Q3 25 | $2.66 | $3.68 | ||
| Q2 25 | $2.41 | $3.49 | ||
| Q1 25 | $2.25 | $3.06 | ||
| Q4 24 | $2.38 | $4.29 | ||
| Q3 24 | $2.13 | $3.40 | ||
| Q2 24 | $2.22 | $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 | $960.8M | $382.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $2.2B | $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
FN
ROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $960.8M | $297.4M | ||
| Q3 25 | $968.8M | $320.0M | ||
| Q2 25 | $934.2M | $242.4M | ||
| Q1 25 | $950.7M | $372.8M | ||
| Q4 24 | $934.6M | $188.2M | ||
| Q3 24 | $908.9M | $269.6M | ||
| Q2 24 | $858.6M | $251.5M |
总债务
FN
ROP
| 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
FN
ROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $2.2B | $19.9B | ||
| Q3 25 | $2.1B | $20.0B | ||
| Q2 25 | $2.0B | $19.6B | ||
| Q1 25 | $1.9B | $19.2B | ||
| Q4 24 | $1.8B | $18.9B | ||
| Q3 24 | $1.8B | $18.5B | ||
| Q2 24 | $1.7B | $18.1B |
总资产
FN
ROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $3.3B | $34.6B | ||
| Q3 25 | $3.0B | $34.6B | ||
| Q2 25 | $2.8B | $33.2B | ||
| Q1 25 | $2.6B | $31.4B | ||
| Q4 24 | $2.5B | $31.3B | ||
| Q3 24 | $2.4B | $31.6B | ||
| Q2 24 | $2.3B | $29.8B |
负债/权益比
FN
ROP
| 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 | $46.3M | — |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $507.0M |
| 自由现金流率自由现金流/营收 | -0.5% | 24.2% |
| 资本支出强度资本支出/营收 | 4.6% | 0.5% |
| 现金转化率经营现金流/净利润 | 0.41× | — |
| 过去12个月自由现金流最近4个季度 | $102.3M | — |
8季度趋势,按日历期对齐
经营现金流
FN
ROP
| Q1 26 | — | — | ||
| Q4 25 | $46.3M | $738.0M | ||
| Q3 25 | $102.6M | $869.5M | ||
| Q2 25 | $55.1M | $404.1M | ||
| Q1 25 | $74.2M | $528.7M | ||
| Q4 24 | $115.9M | $722.2M | ||
| Q3 24 | $83.2M | $755.4M | ||
| Q2 24 | $83.1M | $384.1M |
自由现金流
FN
ROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $-5.3M | — | ||
| Q3 25 | $57.3M | — | ||
| Q2 25 | $4.7M | — | ||
| Q1 25 | $45.7M | — | ||
| Q4 24 | $94.0M | — | ||
| Q3 24 | $62.9M | — | ||
| Q2 24 | $70.4M | — |
自由现金流率
FN
ROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | -0.5% | — | ||
| Q3 25 | 5.9% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 5.2% | — | ||
| Q4 24 | 11.3% | — | ||
| Q3 24 | 7.8% | — | ||
| Q2 24 | 9.3% | — |
资本支出强度
FN
ROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 4.6% | — | ||
| Q3 25 | 4.6% | — | ||
| Q2 25 | 5.5% | — | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 1.7% | — |
现金转化率
FN
ROP
| Q1 26 | — | — | ||
| Q4 25 | 0.41× | 1.72× | ||
| Q3 25 | 1.07× | 2.18× | ||
| Q2 25 | 0.63× | 1.07× | ||
| Q1 25 | 0.91× | 1.60× | ||
| Q4 24 | 1.34× | 1.56× | ||
| Q3 24 | 1.07× | 2.05× | ||
| Q2 24 | 1.02× | 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
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
ROP
暂无分部数据