vs
Shift4 Payments, Inc.（FOUR）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Shift4 Payments, Inc.的1.8倍（$2.1B vs $1.2B），Roper Technologies净利率更高（15.8% vs 3.4%，领先12.4%），Shift4 Payments, Inc.同比增速更快（34.0% vs 11.3%），Roper Technologies自由现金流更多（$507.0M vs $222.5M），过去两年Shift4 Payments, Inc.的营收复合增速更高（29.6% vs 10.5%）
Shift4 Payments是美国支付处理服务商，总部位于宾夕法尼亚州阿伦敦，1999年由贾里德·艾萨克曼创立。公司为零售、酒店、休闲、餐饮等行业超20万家商户提供支付处理服务，主营移动支付软硬件等商业技术，2020年于纽约证券交易所挂牌上市。
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。
FOUR 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
FOUR
高出22.7%
11.3%
净利率更高
ROP
高出12.4%
3.4%
自由现金流更多
ROP
多$284.5M
$222.5M
两年增速更快
FOUR
近两年复合增速
10.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $2.1B |
| 净利润 | $40.2M | $331.0M |
| 毛利率 | — | 69.4% |
| 营业利润率 | 10.8% | 27.2% |
| 净利率 | 3.4% | 15.8% |
| 营收同比 | 34.0% | 11.3% |
| 净利润同比 | -65.3% | 53.7% |
| 每股收益（稀释后） | — | $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FOURROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.2B | $2.1B | ||
| Q3 25 | $1.2B | $2.0B | ||
| Q2 25 | $966.2M | $1.9B | ||
| Q1 25 | $848.3M | $1.9B | ||
| Q4 24 | $887.0M | $1.9B | ||
| Q3 24 | $909.2M | $1.8B | ||
| Q2 24 | $827.0M | $1.7B |
净利润FOURROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $40.2M | $428.4M | ||
| Q3 25 | $28.1M | $398.5M | ||
| Q2 25 | $34.0M | $378.3M | ||
| Q1 25 | $16.7M | $331.1M | ||
| Q4 24 | $116.0M | $462.3M | ||
| Q3 24 | $53.8M | $367.9M | ||
| Q2 24 | $39.2M | $337.1M |
毛利率FOURROP
| 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FOURROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 10.8% | 28.6% | ||
| Q3 25 | 9.7% | 28.4% | ||
| Q2 25 | 8.6% | 28.2% | ||
| Q1 25 | 3.0% | 27.9% | ||
| Q4 24 | 9.7% | 28.0% | ||
| Q3 24 | 8.8% | 28.1% | ||
| Q2 24 | 7.2% | 28.8% |
净利率FOURROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 3.4% | 20.8% | ||
| Q3 25 | 2.4% | 19.8% | ||
| Q2 25 | 3.5% | 19.5% | ||
| Q1 25 | 2.0% | 17.6% | ||
| Q4 24 | 13.1% | 24.6% | ||
| Q3 24 | 5.9% | 20.8% | ||
| Q2 24 | 4.7% | 19.6% |
每股收益（稀释后）FOURROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | — | $3.97 | ||
| Q3 25 | — | $3.68 | ||
| Q2 25 | — | $3.49 | ||
| Q1 25 | — | $3.06 | ||
| Q4 24 | — | $4.29 | ||
| Q3 24 | — | $3.40 | ||
| Q2 24 | — | $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 | $964.0M | $382.9M |
| 总债务越低越好 | $4.5B | $9.7B |
| 股东权益账面价值 | $1.4B | $18.8B |
| 总资产 | $8.7B | $34.6B |
| 负债/权益比越低杠杆越低 | 3.15× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资FOURROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $964.0M | $297.4M | ||
| Q3 25 | $1.5B | $320.0M | ||
| Q2 25 | $3.0B | $242.4M | ||
| Q1 25 | $1.2B | $372.8M | ||
| Q4 24 | $1.2B | $188.2M | ||
| Q3 24 | $1.4B | $269.6M | ||
| Q2 24 | $205.0M | $251.5M |
总债务FOURROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $4.5B | $9.3B | ||
| Q3 25 | $4.7B | — | ||
| Q2 25 | $3.7B | — | ||
| Q1 25 | $2.8B | — | ||
| Q4 24 | $2.8B | $7.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益FOURROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $1.4B | $19.9B | ||
| Q3 25 | $1.7B | $20.0B | ||
| Q2 25 | $1.6B | $19.6B | ||
| Q1 25 | $805.2M | $19.2B | ||
| Q4 24 | $806.6M | $18.9B | ||
| Q3 24 | $811.8M | $18.5B | ||
| Q2 24 | $700.8M | $18.1B |
总资产FOURROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $8.7B | $34.6B | ||
| Q3 25 | $9.0B | $34.6B | ||
| Q2 25 | $7.0B | $33.2B | ||
| Q1 25 | $5.0B | $31.4B | ||
| Q4 24 | $5.0B | $31.3B | ||
| Q3 24 | $5.0B | $31.6B | ||
| Q2 24 | $3.5B | $29.8B |
负债/权益比FOURROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 3.15× | 0.47× | ||
| Q3 25 | 2.83× | — | ||
| Q2 25 | 2.34× | — | ||
| Q1 25 | 3.53× | — | ||
| Q4 24 | 3.52× | 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 | $223.7M | — |
| 自由现金流经营现金流 - 资本支出 | $222.5M | $507.0M |
| 自由现金流率自由现金流/营收 | 18.7% | 24.2% |
| 资本支出强度资本支出/营收 | 0.1% | 0.5% |
| 现金转化率经营现金流/净利润 | 5.56× | — |
| 过去12个月自由现金流最近4个季度 | $624.0M | — |
8季度趋势，按日历期对齐
经营现金流FOURROP
| Q1 26 | — | — | ||
| Q4 25 | $223.7M | $738.0M | ||
| Q3 25 | $171.8M | $869.5M | ||
| Q2 25 | $141.9M | $404.1M | ||
| Q1 25 | $96.6M | $528.7M | ||
| Q4 24 | $145.4M | $722.2M | ||
| Q3 24 | $182.1M | $755.4M | ||
| Q2 24 | $116.1M | $384.1M |
自由现金流FOURROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $222.5M | — | ||
| Q3 25 | $165.4M | — | ||
| Q2 25 | $141.0M | — | ||
| Q1 25 | $95.1M | — | ||
| Q4 24 | $143.8M | — | ||
| Q3 24 | $180.1M | — | ||
| Q2 24 | $113.9M | — |
自由现金流率FOURROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 18.7% | — | ||
| Q3 25 | 14.1% | — | ||
| Q2 25 | 14.6% | — | ||
| Q1 25 | 11.2% | — | ||
| Q4 24 | 16.2% | — | ||
| Q3 24 | 19.8% | — | ||
| Q2 24 | 13.8% | — |
资本支出强度FOURROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 0.1% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.1% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 0.2% | — | ||
| Q2 24 | 0.3% | — |
现金转化率FOURROP
| Q1 26 | — | — | ||
| Q4 25 | 5.56× | 1.72× | ||
| Q3 25 | 6.11× | 2.18× | ||
| Q2 25 | 4.17× | 1.07× | ||
| Q1 25 | 5.78× | 1.60× | ||
| Q4 24 | 1.25× | 1.56× | ||
| Q3 24 | 3.38× | 2.05× | ||
| Q2 24 | 2.96× | 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
FOUR
| Payments Based Revenue | $788.8M | 66% |
| Other | $255.0M | 21% |
| Subscription And Other Revenues | $144.8M | 12% |
ROP
暂无分部数据
