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佳明(GRMN)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的季度营收约是佳明的1.2倍($2.1B vs $1.8B),佳明净利率更高(23.1% vs 15.8%,领先7.3%),佳明同比增速更快(14.0% vs 11.3%),Roper Technologies自由现金流更多($507.0M vs $469.4M),过去两年Roper Technologies的营收复合增速更高(10.5% vs 7.9%)
佳明(Garmin)是总部位于美国堪萨斯州奥拉西的跨国科技企业,专注于设计、研发、生产及销售GPS功能产品,以及导航、通讯、传感类信息产品,业务覆盖汽车、航空、航海、户外、运动健身等多个领域。
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。
GRMN vs ROP — 直观对比
营收规模更大
ROP
是对方的1.2倍
$1.8B
营收增速更快
GRMN
高出2.7%
11.3%
净利率更高
GRMN
高出7.3%
15.8%
自由现金流更多
ROP
多$37.6M
$469.4M
两年增速更快
ROP
近两年复合增速
7.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.8B | $2.1B |
| 净利润 | $405.1M | $331.0M |
| 毛利率 | 59.4% | 69.4% |
| 营业利润率 | 24.6% | 27.2% |
| 净利率 | 23.1% | 15.8% |
| 营收同比 | 14.0% | 11.3% |
| 净利润同比 | 21.7% | 842.6% |
| 每股收益(稀释后) | $2.09 | $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
GRMN
ROP
| Q1 26 | $1.8B | $2.1B | ||
| Q4 25 | $2.1B | $2.1B | ||
| Q3 25 | $1.8B | $2.0B | ||
| Q2 25 | $1.8B | $1.9B | ||
| Q1 25 | $1.5B | $1.9B | ||
| Q4 24 | $1.8B | $1.9B | ||
| Q3 24 | $1.6B | $1.8B | ||
| Q2 24 | $1.5B | $1.7B |
净利润
GRMN
ROP
| Q1 26 | $405.1M | $331.0M | ||
| Q4 25 | $528.7M | $428.4M | ||
| Q3 25 | $401.6M | $398.5M | ||
| Q2 25 | $400.8M | $378.3M | ||
| Q1 25 | $332.8M | $331.1M | ||
| Q4 24 | $435.7M | $462.3M | ||
| Q3 24 | $399.1M | $367.9M | ||
| Q2 24 | $300.6M | $337.1M |
毛利率
GRMN
ROP
| Q1 26 | 59.4% | 69.4% | ||
| Q4 25 | 59.2% | 69.5% | ||
| Q3 25 | 59.1% | 69.5% | ||
| Q2 25 | 58.8% | 69.2% | ||
| Q1 25 | 57.6% | 68.7% | ||
| Q4 24 | 59.3% | 68.3% | ||
| Q3 24 | 60.0% | 69.2% | ||
| Q2 24 | 57.3% | 69.5% |
营业利润率
GRMN
ROP
| Q1 26 | 24.6% | 27.2% | ||
| Q4 25 | 28.9% | 28.6% | ||
| Q3 25 | 25.8% | 28.4% | ||
| Q2 25 | 26.0% | 28.2% | ||
| Q1 25 | 21.7% | 27.9% | ||
| Q4 24 | 28.3% | 28.0% | ||
| Q3 24 | 27.6% | 28.1% | ||
| Q2 24 | 22.7% | 28.8% |
净利率
GRMN
ROP
| Q1 26 | 23.1% | 15.8% | ||
| Q4 25 | 24.9% | 20.8% | ||
| Q3 25 | 22.7% | 19.8% | ||
| Q2 25 | 22.1% | 19.5% | ||
| Q1 25 | 21.7% | 17.6% | ||
| Q4 24 | 23.9% | 24.6% | ||
| Q3 24 | 25.2% | 20.8% | ||
| Q2 24 | 20.0% | 19.6% |
每股收益(稀释后)
GRMN
ROP
| Q1 26 | $2.09 | $4.87 | ||
| Q4 25 | $2.72 | $3.97 | ||
| Q3 25 | $2.08 | $3.68 | ||
| Q2 25 | $2.07 | $3.49 | ||
| Q1 25 | $1.72 | $3.06 | ||
| Q4 24 | $2.24 | $4.29 | ||
| Q3 24 | $2.07 | $3.40 | ||
| Q2 24 | $1.56 | $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 | $2.3B | $382.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | — | $18.8B |
| 总资产 | $11.0B | $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
GRMN
ROP
| Q1 26 | $2.3B | $382.9M | ||
| Q4 25 | $2.3B | $297.4M | ||
| Q3 25 | $2.1B | $320.0M | ||
| Q2 25 | $2.1B | $242.4M | ||
| Q1 25 | $2.2B | $372.8M | ||
| Q4 24 | $2.1B | $188.2M | ||
| Q3 24 | $2.0B | $269.6M | ||
| Q2 24 | $1.9B | $251.5M |
总债务
GRMN
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
GRMN
ROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $9.0B | $19.9B | ||
| Q3 25 | $8.5B | $20.0B | ||
| Q2 25 | $8.1B | $19.6B | ||
| Q1 25 | $8.2B | $19.2B | ||
| Q4 24 | $7.8B | $18.9B | ||
| Q3 24 | $7.5B | $18.5B | ||
| Q2 24 | $7.0B | $18.1B |
总资产
GRMN
ROP
| Q1 26 | $11.0B | $34.6B | ||
| Q4 25 | $11.0B | $34.6B | ||
| Q3 25 | $10.5B | $34.6B | ||
| Q2 25 | $10.3B | $33.2B | ||
| Q1 25 | $9.8B | $31.4B | ||
| Q4 24 | $9.6B | $31.3B | ||
| Q3 24 | $9.3B | $31.6B | ||
| Q2 24 | $8.9B | $29.8B |
负债/权益比
GRMN
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 | $536.0M | — |
| 自由现金流经营现金流 - 资本支出 | $469.4M | $507.0M |
| 自由现金流率自由现金流/营收 | 26.8% | 24.2% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 现金转化率经营现金流/净利润 | 1.32× | — |
| 过去12个月自由现金流最近4个季度 | $1.5B | — |
8季度趋势,按日历期对齐
经营现金流
GRMN
ROP
| Q1 26 | $536.0M | — | ||
| Q4 25 | $553.8M | $738.0M | ||
| Q3 25 | $485.6M | $869.5M | ||
| Q2 25 | $173.2M | $404.1M | ||
| Q1 25 | $420.8M | $528.7M | ||
| Q4 24 | $483.9M | $722.2M | ||
| Q3 24 | $258.0M | $755.4M | ||
| Q2 24 | $255.3M | $384.1M |
自由现金流
GRMN
ROP
| Q1 26 | $469.4M | $507.0M | ||
| Q4 25 | $429.6M | — | ||
| Q3 25 | $425.1M | — | ||
| Q2 25 | $127.5M | — | ||
| Q1 25 | $380.7M | — | ||
| Q4 24 | $399.2M | — | ||
| Q3 24 | $219.4M | — | ||
| Q2 24 | $218.2M | — |
自由现金流率
GRMN
ROP
| Q1 26 | 26.8% | 24.2% | ||
| Q4 25 | 20.2% | — | ||
| Q3 25 | 24.0% | — | ||
| Q2 25 | 7.0% | — | ||
| Q1 25 | 24.8% | — | ||
| Q4 24 | 21.9% | — | ||
| Q3 24 | 13.8% | — | ||
| Q2 24 | 14.5% | — |
资本支出强度
GRMN
ROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 5.8% | — | ||
| Q3 25 | 3.4% | — | ||
| Q2 25 | 2.5% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 2.4% | — | ||
| Q2 24 | 2.5% | — |
现金转化率
GRMN
ROP
| Q1 26 | 1.32× | — | ||
| Q4 25 | 1.05× | 1.72× | ||
| Q3 25 | 1.21× | 2.18× | ||
| Q2 25 | 0.43× | 1.07× | ||
| Q1 25 | 1.26× | 1.60× | ||
| Q4 24 | 1.11× | 1.56× | ||
| Q3 24 | 0.65× | 2.05× | ||
| Q2 24 | 0.85× | 1.14× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图