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亨斯迈(HUN)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的季度营收约是亨斯迈的1.5倍($2.1B vs $1.4B),Roper Technologies净利率更高(15.8% vs -7.1%,领先22.9%),Roper Technologies同比增速更快(11.3% vs -6.7%),Roper Technologies自由现金流更多($507.0M vs $19.0M),过去两年Roper Technologies的营收复合增速更高(10.5% vs -4.0%)
亨斯迈公司是总部位于美国得克萨斯州伍德兰兹的全球化化工巨头,面向消费端与工业客户生产、销售各类化工产品,主营聚氨酯、高性能材料及胶粘剂,客户覆盖宝马、通用电气、雪佛龙、宝洁、联合利华等知名品牌。目前公司在全球25个国家设有60余处生产、研发及运营基地,员工约7000人。
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。
HUN vs ROP — 直观对比
营收规模更大
ROP
是对方的1.5倍
$1.4B
营收增速更快
ROP
高出18.0%
-6.7%
净利率更高
ROP
高出22.9%
-7.1%
自由现金流更多
ROP
多$488.0M
$19.0M
两年增速更快
ROP
近两年复合增速
-4.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $2.1B |
| 净利润 | $-96.0M | $331.0M |
| 毛利率 | 12.1% | 69.4% |
| 营业利润率 | -4.4% | 27.2% |
| 净利率 | -7.1% | 15.8% |
| 营收同比 | -6.7% | 11.3% |
| 净利润同比 | 31.9% | 842.6% |
| 每股收益(稀释后) | $-0.56 | $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
HUN
ROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.4B | $2.1B | ||
| Q3 25 | $1.5B | $2.0B | ||
| Q2 25 | $1.5B | $1.9B | ||
| Q1 25 | $1.4B | $1.9B | ||
| Q4 24 | $1.5B | $1.9B | ||
| Q3 24 | $1.5B | $1.8B | ||
| Q2 24 | $1.6B | $1.7B |
净利润
HUN
ROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $-96.0M | $428.4M | ||
| Q3 25 | $-25.0M | $398.5M | ||
| Q2 25 | $-158.0M | $378.3M | ||
| Q1 25 | $-5.0M | $331.1M | ||
| Q4 24 | $-141.0M | $462.3M | ||
| Q3 24 | $-33.0M | $367.9M | ||
| Q2 24 | $22.0M | $337.1M |
毛利率
HUN
ROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 12.1% | 69.5% | ||
| Q3 25 | 14.0% | 69.5% | ||
| Q2 25 | 12.5% | 69.2% | ||
| Q1 25 | 14.3% | 68.7% | ||
| Q4 24 | 12.9% | 68.3% | ||
| Q3 24 | 15.2% | 69.2% | ||
| Q2 24 | 15.4% | 69.5% |
营业利润率
HUN
ROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | -4.4% | 28.6% | ||
| Q3 25 | 0.4% | 28.4% | ||
| Q2 25 | -8.2% | 28.2% | ||
| Q1 25 | 3.0% | 27.9% | ||
| Q4 24 | -4.3% | 28.0% | ||
| Q3 24 | 2.7% | 28.1% | ||
| Q2 24 | 2.2% | 28.8% |
净利率
HUN
ROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | -7.1% | 20.8% | ||
| Q3 25 | -1.7% | 19.8% | ||
| Q2 25 | -10.8% | 19.5% | ||
| Q1 25 | -0.4% | 17.6% | ||
| Q4 24 | -9.7% | 24.6% | ||
| Q3 24 | -2.1% | 20.8% | ||
| Q2 24 | 1.4% | 19.6% |
每股收益(稀释后)
HUN
ROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $-0.56 | $3.97 | ||
| Q3 25 | $-0.14 | $3.68 | ||
| Q2 25 | $-0.92 | $3.49 | ||
| Q1 25 | $-0.03 | $3.06 | ||
| Q4 24 | $-0.82 | $4.29 | ||
| Q3 24 | $-0.19 | $3.40 | ||
| Q2 24 | $0.13 | $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 | $429.0M | $382.9M |
| 总债务越低越好 | $2.0B | $9.7B |
| 股东权益账面价值 | $2.8B | $18.8B |
| 总资产 | $7.0B | $34.6B |
| 负债/权益比越低杠杆越低 | 0.73× | 0.52× |
8季度趋势,按日历期对齐
现金及短期投资
HUN
ROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $429.0M | $297.4M | ||
| Q3 25 | $468.0M | $320.0M | ||
| Q2 25 | $399.0M | $242.4M | ||
| Q1 25 | $334.0M | $372.8M | ||
| Q4 24 | $340.0M | $188.2M | ||
| Q3 24 | $330.0M | $269.6M | ||
| Q2 24 | $335.0M | $251.5M |
总债务
HUN
ROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $2.0B | $9.3B | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.8B | $7.6B | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.9B | — |
股东权益
HUN
ROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $2.8B | $19.9B | ||
| Q3 25 | $2.8B | $20.0B | ||
| Q2 25 | $2.8B | $19.6B | ||
| Q1 25 | $3.0B | $19.2B | ||
| Q4 24 | $3.0B | $18.9B | ||
| Q3 24 | $3.1B | $18.5B | ||
| Q2 24 | $3.1B | $18.1B |
总资产
HUN
ROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $7.0B | $34.6B | ||
| Q3 25 | $7.1B | $34.6B | ||
| Q2 25 | $7.1B | $33.2B | ||
| Q1 25 | $7.2B | $31.4B | ||
| Q4 24 | $7.1B | $31.3B | ||
| Q3 24 | $7.3B | $31.6B | ||
| Q2 24 | $7.3B | $29.8B |
负债/权益比
HUN
ROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 0.73× | 0.47× | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.62× | 0.40× | ||
| Q3 24 | 0.60× | — | ||
| Q2 24 | 0.62× | — |
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 | $76.0M | — |
| 自由现金流经营现金流 - 资本支出 | $19.0M | $507.0M |
| 自由现金流率自由现金流/营收 | 1.4% | 24.2% |
| 资本支出强度资本支出/营收 | 4.2% | 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 | $116.0M | — |
8季度趋势,按日历期对齐
经营现金流
HUN
ROP
| Q1 26 | — | — | ||
| Q4 25 | $76.0M | $738.0M | ||
| Q3 25 | $196.0M | $869.5M | ||
| Q2 25 | $91.0M | $404.1M | ||
| Q1 25 | $-74.0M | $528.7M | ||
| Q4 24 | $153.0M | $722.2M | ||
| Q3 24 | $129.0M | $755.4M | ||
| Q2 24 | $46.0M | $384.1M |
自由现金流
HUN
ROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $19.0M | — | ||
| Q3 25 | $153.0M | — | ||
| Q2 25 | $54.0M | — | ||
| Q1 25 | $-110.0M | — | ||
| Q4 24 | $102.0M | — | ||
| Q3 24 | $88.0M | — | ||
| Q2 24 | $-4.0M | — |
自由现金流率
HUN
ROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 1.4% | — | ||
| Q3 25 | 10.5% | — | ||
| Q2 25 | 3.7% | — | ||
| Q1 25 | -7.8% | — | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 5.7% | — | ||
| Q2 24 | -0.3% | — |
资本支出强度
HUN
ROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 4.2% | — | ||
| Q3 25 | 2.9% | — | ||
| Q2 25 | 2.5% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 3.5% | — | ||
| Q3 24 | 2.7% | — | ||
| Q2 24 | 3.2% | — |
现金转化率
HUN
ROP
| Q1 26 | — | — | ||
| Q4 25 | — | 1.72× | ||
| Q3 25 | — | 2.18× | ||
| Q2 25 | — | 1.07× | ||
| Q1 25 | — | 1.60× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | — | 2.05× | ||
| Q2 24 | 2.09× | 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
HUN
| Diversified | $897.0M | 66% |
| Specialty | $231.0M | 17% |
| Performance Products | $113.0M | 8% |
| Advanced Materials | $61.0M | 5% |
| Related Party Customers | $19.0M | 1% |
| Other | $12.0M | 1% |
ROP
暂无分部数据