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荷美尔食品（HRL）与Roper Technologies（ROP）财务数据对比。点击上方公司名可切换其他公司
荷美尔食品的季度营收约是Roper Technologies的1.5倍（$3.2B vs $2.1B），Roper Technologies净利率更高（15.8% vs -1.8%，领先17.6%），Roper Technologies同比增速更快（11.3% vs 1.5%），Roper Technologies自由现金流更多（$507.0M vs $231.4M），过去两年Roper Technologies的营收复合增速更高（10.5% vs 3.1%）
荷美尔食品是1891年于美国明尼苏达州奥斯汀成立的跨国食品加工企业，由乔治·A·荷美尔创立。品牌最初主营火腿、香肠等各类畜肉产品的包装与销售，1937年推出斯帕姆午餐肉，上世纪80年代起逐步拓展多元化包装及冷藏食品产品线。
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。
HRL vs ROP — 直观对比
营收规模更大
HRL
是对方的1.5倍
$2.1B
营收增速更快
ROP
高出9.8%
1.5%
净利率更高
ROP
高出17.6%
-1.8%
自由现金流更多
ROP
多$275.6M
$231.4M
两年增速更快
ROP
近两年复合增速
3.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $2.1B |
| 净利润 | $-56.1M | $331.0M |
| 毛利率 | 14.0% | 69.4% |
| 营业利润率 | 0.1% | 27.2% |
| 净利率 | -1.8% | 15.8% |
| 营收同比 | 1.5% | 11.3% |
| 净利润同比 | -125.5% | 842.6% |
| 每股收益（稀释后） | $-0.10 | $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HRLROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $3.2B | $2.1B | ||
| Q3 25 | $3.0B | $2.0B | ||
| Q2 25 | $2.9B | $1.9B | ||
| Q1 25 | $3.0B | $1.9B | ||
| Q4 24 | $3.1B | $1.9B | ||
| Q3 24 | $2.9B | $1.8B | ||
| Q2 24 | $2.9B | $1.7B |
净利润HRLROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $-56.1M | $428.4M | ||
| Q3 25 | $183.7M | $398.5M | ||
| Q2 25 | $180.0M | $378.3M | ||
| Q1 25 | $170.6M | $331.1M | ||
| Q4 24 | $220.2M | $462.3M | ||
| Q3 24 | $176.7M | $367.9M | ||
| Q2 24 | $189.3M | $337.1M |
毛利率HRLROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 14.0% | 69.5% | ||
| Q3 25 | 16.1% | 69.5% | ||
| Q2 25 | 16.7% | 69.2% | ||
| Q1 25 | 15.9% | 68.7% | ||
| Q4 24 | 16.6% | 68.3% | ||
| Q3 24 | 16.8% | 69.2% | ||
| Q2 24 | 17.4% | 69.5% |
营业利润率HRLROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 0.1% | 28.6% | ||
| Q3 25 | 7.9% | 28.4% | ||
| Q2 25 | 8.6% | 28.2% | ||
| Q1 25 | 7.6% | 27.9% | ||
| Q4 24 | 9.4% | 28.0% | ||
| Q3 24 | 8.2% | 28.1% | ||
| Q2 24 | 8.7% | 28.8% |
净利率HRLROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | -1.8% | 20.8% | ||
| Q3 25 | 6.1% | 19.8% | ||
| Q2 25 | 6.2% | 19.5% | ||
| Q1 25 | 5.7% | 17.6% | ||
| Q4 24 | 7.0% | 24.6% | ||
| Q3 24 | 6.1% | 20.8% | ||
| Q2 24 | 6.6% | 19.6% |
每股收益（稀释后）HRLROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $-0.10 | $3.97 | ||
| Q3 25 | $0.33 | $3.68 | ||
| Q2 25 | $0.33 | $3.49 | ||
| Q1 25 | $0.31 | $3.06 | ||
| Q4 24 | $0.41 | $4.29 | ||
| Q3 24 | $0.32 | $3.40 | ||
| Q2 24 | $0.34 | $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 | $703.6M | $382.9M |
| 总债务越低越好 | $2.9B | $9.7B |
| 股东权益账面价值 | $7.9B | $18.8B |
| 总资产 | $13.4B | $34.6B |
| 负债/权益比越低杠杆越低 | 0.36× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资HRLROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $703.6M | $297.4M | ||
| Q3 25 | $630.7M | $320.0M | ||
| Q2 25 | $699.0M | $242.4M | ||
| Q1 25 | $866.4M | $372.8M | ||
| Q4 24 | $766.6M | $188.2M | ||
| Q3 24 | $561.9M | $269.6M | ||
| Q2 24 | $1.5B | $251.5M |
总债务HRLROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $2.9B | $9.3B | ||
| Q3 25 | $2.9B | — | ||
| Q2 25 | $2.9B | — | ||
| Q1 25 | $2.9B | — | ||
| Q4 24 | $2.9B | $7.6B | ||
| Q3 24 | $2.9B | — | ||
| Q2 24 | $2.9B | — |
股东权益HRLROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $7.9B | $19.9B | ||
| Q3 25 | $8.1B | $20.0B | ||
| Q2 25 | $8.0B | $19.6B | ||
| Q1 25 | $8.0B | $19.2B | ||
| Q4 24 | $8.0B | $18.9B | ||
| Q3 24 | $7.9B | $18.5B | ||
| Q2 24 | $7.9B | $18.1B |
总资产HRLROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $13.4B | $34.6B | ||
| Q3 25 | $13.5B | $34.6B | ||
| Q2 25 | $13.4B | $33.2B | ||
| Q1 25 | $13.4B | $31.4B | ||
| Q4 24 | $13.4B | $31.3B | ||
| Q3 24 | $13.1B | $31.6B | ||
| Q2 24 | $14.1B | $29.8B |
负债/权益比HRLROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 0.36× | 0.47× | ||
| Q3 25 | 0.35× | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | 0.36× | — | ||
| Q4 24 | 0.36× | 0.40× | ||
| Q3 24 | 0.36× | — | ||
| Q2 24 | 0.36× | — |
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 | $322.9M | — |
| 自由现金流经营现金流 - 资本支出 | $231.4M | $507.0M |
| 自由现金流率自由现金流/营收 | 7.3% | 24.2% |
| 资本支出强度资本支出/营收 | 2.9% | 0.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $534.3M | — |
8季度趋势，按日历期对齐
经营现金流HRLROP
| Q1 26 | — | — | ||
| Q4 25 | $322.9M | $738.0M | ||
| Q3 25 | $156.7M | $869.5M | ||
| Q2 25 | $56.4M | $404.1M | ||
| Q1 25 | $309.2M | $528.7M | ||
| Q4 24 | $408.6M | $722.2M | ||
| Q3 24 | $218.0M | $755.4M | ||
| Q2 24 | $236.1M | $384.1M |
自由现金流HRLROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $231.4M | — | ||
| Q3 25 | $84.5M | — | ||
| Q2 25 | $-18.6M | — | ||
| Q1 25 | $237.0M | — | ||
| Q4 24 | $324.8M | — | ||
| Q3 24 | $152.5M | — | ||
| Q2 24 | $176.2M | — |
自由现金流率HRLROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 7.3% | — | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | -0.6% | — | ||
| Q1 25 | 7.9% | — | ||
| Q4 24 | 10.4% | — | ||
| Q3 24 | 5.3% | — | ||
| Q2 24 | 6.1% | — |
资本支出强度HRLROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 2.9% | — | ||
| Q3 25 | 2.4% | — | ||
| Q2 25 | 2.6% | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | 2.3% | — | ||
| Q2 24 | 2.1% | — |
现金转化率HRLROP
| Q1 26 | — | — | ||
| Q4 25 | — | 1.72× | ||
| Q3 25 | 0.85× | 2.18× | ||
| Q2 25 | 0.31× | 1.07× | ||
| Q1 25 | 1.81× | 1.60× | ||
| Q4 24 | 1.86× | 1.56× | ||
| Q3 24 | 1.23× | 2.05× | ||
| Q2 24 | 1.25× | 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
HRL
| Retail Segment | $1.9B | 60% |
| Foodservice Segment | $1.1B | 34% |
| Other | $174.7M | 5% |
ROP
暂无分部数据
