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国际香精香料（IFF）与Roper Technologies（ROP）财务数据对比。点击上方公司名可切换其他公司
国际香精香料的季度营收约是Roper Technologies的1.2倍（$2.6B vs $2.1B），Roper Technologies净利率更高（15.8% vs 0.2%，领先15.6%），Roper Technologies同比增速更快（11.3% vs -6.6%），Roper Technologies自由现金流更多（$507.0M vs $130.0M），过去两年Roper Technologies的营收复合增速更高（10.5% vs -5.5%）
国际香精香料（IFF）是美国知名企业，业务覆盖风味、质感、香氛、营养、酶制剂、菌种、大豆蛋白、益生菌等多品类产品研发，产品行销全球。公司总部位于纽约，在44个国家设有创意、销售及生产基地，是标普500指数成分股企业。
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。
IFF vs ROP — 直观对比
营收规模更大
IFF
是对方的1.2倍
$2.1B
营收增速更快
ROP
高出17.9%
-6.6%
净利率更高
ROP
高出15.6%
0.2%
自由现金流更多
ROP
多$377.0M
$130.0M
两年增速更快
ROP
近两年复合增速
-5.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $2.1B |
| 净利润 | $5.0M | $331.0M |
| 毛利率 | 34.4% | 69.4% |
| 营业利润率 | 3.7% | 27.2% |
| 净利率 | 0.2% | 15.8% |
| 营收同比 | -6.6% | 11.3% |
| 净利润同比 | 110.9% | 53.7% |
| 每股收益（稀释后） | $0.03 | $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IFFROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.6B | $2.1B | ||
| Q3 25 | $2.7B | $2.0B | ||
| Q2 25 | $2.8B | $1.9B | ||
| Q1 25 | $2.8B | $1.9B | ||
| Q4 24 | $2.8B | $1.9B | ||
| Q3 24 | $2.9B | $1.8B | ||
| Q2 24 | $2.9B | $1.7B |
净利润IFFROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $5.0M | $428.4M | ||
| Q3 25 | $40.0M | $398.5M | ||
| Q2 25 | $612.0M | $378.3M | ||
| Q1 25 | $-1.0B | $331.1M | ||
| Q4 24 | $-46.0M | $462.3M | ||
| Q3 24 | $59.0M | $367.9M | ||
| Q2 24 | $170.0M | $337.1M |
毛利率IFFROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 34.4% | 69.5% | ||
| Q3 25 | 36.5% | 69.5% | ||
| Q2 25 | 37.3% | 69.2% | ||
| Q1 25 | 36.4% | 68.7% | ||
| Q4 24 | 35.4% | 68.3% | ||
| Q3 24 | 36.0% | 69.2% | ||
| Q2 24 | 37.0% | 69.5% |
营业利润率IFFROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 3.7% | 28.6% | ||
| Q3 25 | 8.4% | 28.4% | ||
| Q2 25 | 7.2% | 28.2% | ||
| Q1 25 | -31.8% | 27.9% | ||
| Q4 24 | 4.6% | 28.0% | ||
| Q3 24 | 8.5% | 28.1% | ||
| Q2 24 | 6.6% | 28.8% |
净利率IFFROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 0.2% | 20.8% | ||
| Q3 25 | 1.5% | 19.8% | ||
| Q2 25 | 22.1% | 19.5% | ||
| Q1 25 | -35.8% | 17.6% | ||
| Q4 24 | -1.7% | 24.6% | ||
| Q3 24 | 2.0% | 20.8% | ||
| Q2 24 | 5.9% | 19.6% |
每股收益（稀释后）IFFROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $0.03 | $3.97 | ||
| Q3 25 | $0.16 | $3.68 | ||
| Q2 25 | $2.38 | $3.49 | ||
| Q1 25 | $-3.98 | $3.06 | ||
| Q4 24 | $-0.17 | $4.29 | ||
| Q3 24 | $0.23 | $3.40 | ||
| Q2 24 | $0.66 | $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 | $590.0M | $382.9M |
| 总债务越低越好 | $5.6B | $9.7B |
| 股东权益账面价值 | $14.2B | $18.8B |
| 总资产 | $25.5B | $34.6B |
| 负债/权益比越低杠杆越低 | 0.40× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资IFFROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $590.0M | $297.4M | ||
| Q3 25 | $621.0M | $320.0M | ||
| Q2 25 | $816.0M | $242.4M | ||
| Q1 25 | $613.0M | $372.8M | ||
| Q4 24 | $469.0M | $188.2M | ||
| Q3 24 | $567.0M | $269.6M | ||
| Q2 24 | $671.0M | $251.5M |
总债务IFFROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $5.6B | $9.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $8.9B | $7.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益IFFROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $14.2B | $19.9B | ||
| Q3 25 | $14.2B | $20.0B | ||
| Q2 25 | $14.4B | $19.6B | ||
| Q1 25 | $13.2B | $19.2B | ||
| Q4 24 | $13.9B | $18.9B | ||
| Q3 24 | $14.8B | $18.5B | ||
| Q2 24 | $14.3B | $18.1B |
总资产IFFROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $25.5B | $34.6B | ||
| Q3 25 | $25.8B | $34.6B | ||
| Q2 25 | $26.1B | $33.2B | ||
| Q1 25 | $28.3B | $31.4B | ||
| Q4 24 | $28.7B | $31.3B | ||
| Q3 24 | $29.9B | $31.6B | ||
| Q2 24 | $29.5B | $29.8B |
负债/权益比IFFROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 0.40× | 0.47× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.64× | 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 | $318.0M | — |
| 自由现金流经营现金流 - 资本支出 | $130.0M | $507.0M |
| 自由现金流率自由现金流/营收 | 5.0% | 24.2% |
| 资本支出强度资本支出/营收 | 7.3% | 0.5% |
| 现金转化率经营现金流/净利润 | 63.60× | — |
| 过去12个月自由现金流最近4个季度 | $256.0M | — |
8季度趋势，按日历期对齐
经营现金流IFFROP
| Q1 26 | — | — | ||
| Q4 25 | $318.0M | $738.0M | ||
| Q3 25 | $164.0M | $869.5M | ||
| Q2 25 | $241.0M | $404.1M | ||
| Q1 25 | $127.0M | $528.7M | ||
| Q4 24 | $368.0M | $722.2M | ||
| Q3 24 | $366.0M | $755.4M | ||
| Q2 24 | $237.0M | $384.1M |
自由现金流IFFROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $130.0M | — | ||
| Q3 25 | $32.0M | — | ||
| Q2 25 | $146.0M | — | ||
| Q1 25 | $-52.0M | — | ||
| Q4 24 | $208.0M | — | ||
| Q3 24 | $263.0M | — | ||
| Q2 24 | $155.0M | — |
自由现金流率IFFROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 5.0% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | -1.8% | — | ||
| Q4 24 | 7.5% | — | ||
| Q3 24 | 9.0% | — | ||
| Q2 24 | 5.4% | — |
资本支出强度IFFROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 7.3% | — | ||
| Q3 25 | 4.9% | — | ||
| Q2 25 | 3.4% | — | ||
| Q1 25 | 6.3% | — | ||
| Q4 24 | 5.8% | — | ||
| Q3 24 | 3.5% | — | ||
| Q2 24 | 2.8% | — |
现金转化率IFFROP
| Q1 26 | — | — | ||
| Q4 25 | 63.60× | 1.72× | ||
| Q3 25 | 4.10× | 2.18× | ||
| Q2 25 | 0.39× | 1.07× | ||
| Q1 25 | — | 1.60× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | 6.20× | 2.05× | ||
| Q2 24 | 1.39× | 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
IFF
| Food Ingredients | $802.0M | 31% |
| Scent | $610.0M | 24% |
| Other | $589.0M | 23% |
| Taste | $588.0M | 23% |
ROP
暂无分部数据
