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Global Payments（GPN）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Global Payments的1.6倍（$2.1B vs $1.3B），Global Payments净利率更高（16.4% vs 15.8%，领先0.6%），Roper Technologies同比增速更快（11.3% vs -47.1%），Roper Technologies自由现金流更多（$507.0M vs $347.0M），过去两年Roper Technologies的营收复合增速更高（10.5% vs -25.9%）
Global Payments Inc.是美国跨国金融科技企业，面向商户、发卡机构及消费者提供支付技术与相关服务，支持信用卡、借记卡、数字支付及非接触式支付的交易处理，2021年6月入选《财富》500强榜单。
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。
GPN 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58.4%
-47.1%
净利率更高
GPN
高出0.6%
15.8%
自由现金流更多
ROP
多$160.0M
$347.0M
两年增速更快
ROP
近两年复合增速
-25.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $2.1B |
| 净利润 | $217.5M | $331.0M |
| 毛利率 | 89.7% | 69.4% |
| 营业利润率 | 5.9% | 27.2% |
| 净利率 | 16.4% | 15.8% |
| 营收同比 | -47.1% | 11.3% |
| 净利润同比 | -61.6% | 53.7% |
| 每股收益（稀释后） | $0.91 | $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GPNROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.3B | $2.1B | ||
| Q3 25 | $2.0B | $2.0B | ||
| Q2 25 | $2.0B | $1.9B | ||
| Q1 25 | $2.4B | $1.9B | ||
| Q4 24 | $2.5B | $1.9B | ||
| Q3 24 | $2.6B | $1.8B | ||
| Q2 24 | $2.6B | $1.7B |
净利润GPNROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $217.5M | $428.4M | ||
| Q3 25 | $635.2M | $398.5M | ||
| Q2 25 | $241.6M | $378.3M | ||
| Q1 25 | $305.7M | $331.1M | ||
| Q4 24 | $567.2M | $462.3M | ||
| Q3 24 | $315.1M | $367.9M | ||
| Q2 24 | $374.8M | $337.1M |
毛利率GPNROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 89.7% | 69.5% | ||
| Q3 25 | 72.3% | 69.5% | ||
| Q2 25 | 74.5% | 69.2% | ||
| Q1 25 | 61.8% | 68.7% | ||
| Q4 24 | 62.1% | 68.3% | ||
| Q3 24 | 63.6% | 69.2% | ||
| Q2 24 | 63.5% | 69.5% |
营业利润率GPNROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 5.9% | 28.6% | ||
| Q3 25 | 38.8% | 28.4% | ||
| Q2 25 | 21.8% | 28.2% | ||
| Q1 25 | 19.5% | 27.9% | ||
| Q4 24 | 33.1% | 28.0% | ||
| Q3 24 | 18.3% | 28.1% | ||
| Q2 24 | 22.3% | 28.8% |
净利率GPNROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 16.4% | 20.8% | ||
| Q3 25 | 31.6% | 19.8% | ||
| Q2 25 | 12.3% | 19.5% | ||
| Q1 25 | 12.7% | 17.6% | ||
| Q4 24 | 22.5% | 24.6% | ||
| Q3 24 | 12.1% | 20.8% | ||
| Q2 24 | 14.6% | 19.6% |
每股收益（稀释后）GPNROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $0.91 | $3.97 | ||
| Q3 25 | $2.64 | $3.68 | ||
| Q2 25 | $0.99 | $3.49 | ||
| Q1 25 | $1.24 | $3.06 | ||
| Q4 24 | $2.23 | $4.29 | ||
| Q3 24 | $1.24 | $3.40 | ||
| Q2 24 | $1.47 | $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 | $8.3B | $382.9M |
| 总债务越低越好 | $19.5B | $9.7B |
| 股东权益账面价值 | $22.9B | $18.8B |
| 总资产 | $53.3B | $34.6B |
| 负债/权益比越低杠杆越低 | 0.85× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资GPNROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $8.3B | $297.4M | ||
| Q3 25 | $2.6B | $320.0M | ||
| Q2 25 | $2.6B | $242.4M | ||
| Q1 25 | $2.9B | $372.8M | ||
| Q4 24 | $2.5B | $188.2M | ||
| Q3 24 | $2.9B | $269.6M | ||
| Q2 24 | $2.1B | $251.5M |
总债务GPNROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $19.5B | $9.3B | ||
| Q3 25 | $13.3B | — | ||
| Q2 25 | $14.2B | — | ||
| Q1 25 | $15.0B | — | ||
| Q4 24 | $15.2B | $7.6B | ||
| Q3 24 | $15.2B | — | ||
| Q2 24 | $15.6B | — |
股东权益GPNROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $22.9B | $19.9B | ||
| Q3 25 | $22.7B | $20.0B | ||
| Q2 25 | $22.6B | $19.6B | ||
| Q1 25 | $22.2B | $19.2B | ||
| Q4 24 | $22.3B | $18.9B | ||
| Q3 24 | $22.8B | $18.5B | ||
| Q2 24 | $22.4B | $18.1B |
总资产GPNROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $53.3B | $34.6B | ||
| Q3 25 | $48.0B | $34.6B | ||
| Q2 25 | $48.5B | $33.2B | ||
| Q1 25 | $47.6B | $31.4B | ||
| Q4 24 | $46.9B | $31.3B | ||
| Q3 24 | $50.0B | $31.6B | ||
| Q2 24 | $50.8B | $29.8B |
负债/权益比GPNROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 0.85× | 0.47× | ||
| Q3 25 | 0.59× | — | ||
| Q2 25 | 0.63× | — | ||
| Q1 25 | 0.67× | — | ||
| Q4 24 | 0.68× | 0.40× | ||
| Q3 24 | 0.67× | — | ||
| 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 | $515.2M | — |
| 自由现金流经营现金流 - 资本支出 | $347.0M | $507.0M |
| 自由现金流率自由现金流/营收 | 26.1% | 24.2% |
| 资本支出强度资本支出/营收 | 12.7% | 0.5% |
| 现金转化率经营现金流/净利润 | 2.37× | — |
| 过去12个月自由现金流最近4个季度 | $2.0B | — |
8季度趋势，按日历期对齐
经营现金流GPNROP
| Q1 26 | — | — | ||
| Q4 25 | $515.2M | $738.0M | ||
| Q3 25 | $768.7M | $869.5M | ||
| Q2 25 | $817.5M | $404.1M | ||
| Q1 25 | $555.1M | $528.7M | ||
| Q4 24 | $653.4M | $722.2M | ||
| Q3 24 | $1.7B | $755.4M | ||
| Q2 24 | $736.9M | $384.1M |
自由现金流GPNROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $347.0M | — | ||
| Q3 25 | $598.9M | — | ||
| Q2 25 | $665.4M | — | ||
| Q1 25 | $427.5M | — | ||
| Q4 24 | $469.4M | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $557.7M | — |
自由现金流率GPNROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 26.1% | — | ||
| Q3 25 | 29.8% | — | ||
| Q2 25 | 34.0% | — | ||
| Q1 25 | 17.7% | — | ||
| Q4 24 | 18.7% | — | ||
| Q3 24 | 60.0% | — | ||
| Q2 24 | 21.7% | — |
资本支出强度GPNROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 12.7% | — | ||
| Q3 25 | 8.5% | — | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | 5.3% | — | ||
| Q4 24 | 7.3% | — | ||
| Q3 24 | 6.4% | — | ||
| Q2 24 | 7.0% | — |
现金转化率GPNROP
| Q1 26 | — | — | ||
| Q4 25 | 2.37× | 1.72× | ||
| Q3 25 | 1.21× | 2.18× | ||
| Q2 25 | 3.38× | 1.07× | ||
| Q1 25 | 1.82× | 1.60× | ||
| Q4 24 | 1.15× | 1.56× | ||
| Q3 24 | 5.48× | 2.05× | ||
| Q2 24 | 1.97× | 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
GPN
| Integrated And Embedded Solutions | $869.3M | 65% |
| Point Of Sale And Software Solutions | $281.7M | 21% |
| Other | $178.4M | 13% |
ROP
暂无分部数据
