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简柏特(G)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的季度营收约是简柏特的1.6倍($2.1B vs $1.3B),Roper Technologies净利率更高(15.8% vs 10.8%,领先5.0%),Roper Technologies同比增速更快(11.3% vs 5.6%),Roper Technologies自由现金流更多($507.0M vs $269.0M),过去两年Roper Technologies的营收复合增速更高(10.5% vs 8.0%)
简柏特是全球领先的信息技术服务、咨询及外包提供商,总部位于美国纽约,最初成立于印度古尔冈,法定注册地为百慕大。集团现有员工超12.5万名,服务覆盖全球30多个国家,于纽交所上市,2023年总营收达44.8亿美元。
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。
G vs ROP — 直观对比
营收规模更大
ROP
是对方的1.6倍
$1.3B
营收增速更快
ROP
高出5.6%
5.6%
净利率更高
ROP
高出5.0%
10.8%
自由现金流更多
ROP
多$238.0M
$269.0M
两年增速更快
ROP
近两年复合增速
8.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $2.1B |
| 净利润 | $143.1M | $331.0M |
| 毛利率 | 36.6% | 69.4% |
| 营业利润率 | 14.8% | 27.2% |
| 净利率 | 10.8% | 15.8% |
| 营收同比 | 5.6% | 11.3% |
| 净利润同比 | 0.8% | 53.7% |
| 每股收益(稀释后) | $0.82 | $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
G
ROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.3B | $2.1B | ||
| Q3 25 | $1.3B | $2.0B | ||
| Q2 25 | $1.3B | $1.9B | ||
| Q1 25 | $1.2B | $1.9B | ||
| Q4 24 | $1.2B | $1.9B | ||
| Q3 24 | $1.2B | $1.8B | ||
| Q2 24 | $1.2B | $1.7B |
净利润
G
ROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $143.1M | $428.4M | ||
| Q3 25 | $145.8M | $398.5M | ||
| Q2 25 | $132.7M | $378.3M | ||
| Q1 25 | $130.9M | $331.1M | ||
| Q4 24 | $141.9M | $462.3M | ||
| Q3 24 | $132.8M | $367.9M | ||
| Q2 24 | $122.0M | $337.1M |
毛利率
G
ROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 36.6% | 69.5% | ||
| Q3 25 | 36.4% | 69.5% | ||
| Q2 25 | 35.9% | 69.2% | ||
| Q1 25 | 35.3% | 68.7% | ||
| Q4 24 | 35.7% | 68.3% | ||
| Q3 24 | 35.6% | 69.2% | ||
| Q2 24 | 35.4% | 69.5% |
营业利润率
G
ROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 14.8% | 28.6% | ||
| Q3 25 | 14.8% | 28.4% | ||
| Q2 25 | 14.3% | 28.2% | ||
| Q1 25 | 15.1% | 27.9% | ||
| Q4 24 | 15.2% | 28.0% | ||
| Q3 24 | 15.0% | 28.1% | ||
| Q2 24 | 14.5% | 28.8% |
净利率
G
ROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 10.8% | 20.8% | ||
| Q3 25 | 11.3% | 19.8% | ||
| Q2 25 | 10.6% | 19.5% | ||
| Q1 25 | 10.8% | 17.6% | ||
| Q4 24 | 11.4% | 24.6% | ||
| Q3 24 | 11.0% | 20.8% | ||
| Q2 24 | 10.4% | 19.6% |
每股收益(稀释后)
G
ROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $0.82 | $3.97 | ||
| Q3 25 | $0.83 | $3.68 | ||
| Q2 25 | $0.75 | $3.49 | ||
| Q1 25 | $0.73 | $3.06 | ||
| Q4 24 | $0.80 | $4.29 | ||
| Q3 24 | $0.74 | $3.40 | ||
| Q2 24 | $0.67 | $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 | $1.2B | $382.9M |
| 总债务越低越好 | $1.5B | $9.7B |
| 股东权益账面价值 | $2.5B | $18.8B |
| 总资产 | $5.8B | $34.6B |
| 负债/权益比越低杠杆越低 | 0.60× | 0.52× |
8季度趋势,按日历期对齐
现金及短期投资
G
ROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $1.2B | $297.4M | ||
| Q3 25 | $740.8M | $320.0M | ||
| Q2 25 | $663.3M | $242.4M | ||
| Q1 25 | $561.6M | $372.8M | ||
| Q4 24 | $671.6M | $188.2M | ||
| Q3 24 | $1.0B | $269.6M | ||
| Q2 24 | $914.2M | $251.5M |
总债务
G
ROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $1.5B | $9.3B | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | $7.6B | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.6B | — |
股东权益
G
ROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $2.5B | $19.9B | ||
| Q3 25 | $2.5B | $20.0B | ||
| Q2 25 | $2.6B | $19.6B | ||
| Q1 25 | $2.5B | $19.2B | ||
| Q4 24 | $2.4B | $18.9B | ||
| Q3 24 | $2.4B | $18.5B | ||
| Q2 24 | $2.3B | $18.1B |
总资产
G
ROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $5.8B | $34.6B | ||
| Q3 25 | $5.4B | $34.6B | ||
| Q2 25 | $5.3B | $33.2B | ||
| Q1 25 | $4.9B | $31.4B | ||
| Q4 24 | $5.0B | $31.3B | ||
| Q3 24 | $5.3B | $31.6B | ||
| Q2 24 | $5.2B | $29.8B |
负债/权益比
G
ROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 0.60× | 0.47× | ||
| Q3 25 | 0.47× | — | ||
| Q2 25 | 0.47× | — | ||
| Q1 25 | 0.50× | — | ||
| Q4 24 | 0.51× | 0.40× | ||
| Q3 24 | 0.68× | — | ||
| Q2 24 | 0.70× | — |
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 | $286.7M | — |
| 自由现金流经营现金流 - 资本支出 | $269.0M | $507.0M |
| 自由现金流率自由现金流/营收 | 20.4% | 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 | 2.00× | — |
| 过去12个月自由现金流最近4个季度 | $734.7M | — |
8季度趋势,按日历期对齐
经营现金流
G
ROP
| Q1 26 | — | — | ||
| Q4 25 | $286.7M | $738.0M | ||
| Q3 25 | $308.4M | $869.5M | ||
| Q2 25 | $177.4M | $404.1M | ||
| Q1 25 | $40.4M | $528.7M | ||
| Q4 24 | $203.2M | $722.2M | ||
| Q3 24 | $228.5M | $755.4M | ||
| Q2 24 | $209.3M | $384.1M |
自由现金流
G
ROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $269.0M | — | ||
| Q3 25 | $292.0M | — | ||
| Q2 25 | $155.1M | — | ||
| Q1 25 | $18.5M | — | ||
| Q4 24 | $183.5M | — | ||
| Q3 24 | $208.7M | — | ||
| Q2 24 | $190.0M | — |
自由现金流率
G
ROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 20.4% | — | ||
| Q3 25 | 22.6% | — | ||
| Q2 25 | 12.4% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 14.7% | — | ||
| Q3 24 | 17.2% | — | ||
| Q2 24 | 16.2% | — |
资本支出强度
G
ROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 1.3% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.8% | — | ||
| Q4 24 | 1.6% | — | ||
| Q3 24 | 1.6% | — | ||
| Q2 24 | 1.6% | — |
现金转化率
G
ROP
| Q1 26 | — | — | ||
| Q4 25 | 2.00× | 1.72× | ||
| Q3 25 | 2.11× | 2.18× | ||
| Q2 25 | 1.34× | 1.07× | ||
| Q1 25 | 0.31× | 1.60× | ||
| Q4 24 | 1.43× | 1.56× | ||
| Q3 24 | 1.72× | 2.05× | ||
| Q2 24 | 1.72× | 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
G
| High Tech And Manufacturing | $525.3M | 40% |
| Consumer And Healthcare | $445.8M | 34% |
| Financial Services | $348.2M | 26% |
ROP
暂无分部数据