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因美纳（ILMN）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的季度营收约是因美纳的1.8倍（$2.1B vs $1.2B），因美纳净利率更高（28.8% vs 15.8%，领先13.0%），Roper Technologies同比增速更快（11.3% vs 5.0%），Roper Technologies自由现金流更多（$507.0M vs $267.0M），过去两年Roper Technologies的营收复合增速更高（10.5% vs -0.7%）
因美纳是总部位于美国加利福尼亚州圣迭戈的生物技术企业，成立于1998年4月，专注研发、生产及销售用于分析基因变异与生物功能的集成系统，产品及服务覆盖测序、基因分型、基因表达、蛋白质组学等领域，业务遍及全球超155个国家和地区。
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。
ILMN vs ROP — 直观对比
营收规模更大
ROP
是对方的1.8倍
$1.2B
营收增速更快
ROP
高出6.3%
5.0%
净利率更高
ILMN
高出13.0%
15.8%
自由现金流更多
ROP
多$240.0M
$267.0M
两年增速更快
ROP
近两年复合增速
-0.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $2.1B |
| 净利润 | $334.0M | $331.0M |
| 毛利率 | 65.5% | 69.4% |
| 营业利润率 | 17.4% | 27.2% |
| 净利率 | 28.8% | 15.8% |
| 营收同比 | 5.0% | 11.3% |
| 净利润同比 | 185.5% | 53.7% |
| 每股收益（稀释后） | $2.16 | $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ILMNROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.2B | $2.1B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | $1.1B | $1.9B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.1B | $1.7B |
净利润ILMNROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $334.0M | $428.4M | ||
| Q3 25 | — | $398.5M | ||
| Q2 25 | — | $378.3M | ||
| Q1 25 | — | $331.1M | ||
| Q4 24 | $186.0M | $462.3M | ||
| Q3 24 | $705.0M | $367.9M | ||
| Q2 24 | $-2.0B | $337.1M |
毛利率ILMNROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 65.5% | 69.5% | ||
| Q3 25 | — | 69.5% | ||
| Q2 25 | — | 69.2% | ||
| Q1 25 | — | 68.7% | ||
| Q4 24 | 65.9% | 68.3% | ||
| Q3 24 | 69.0% | 69.2% | ||
| Q2 24 | 64.8% | 69.5% |
营业利润率ILMNROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 17.4% | 28.6% | ||
| Q3 25 | — | 28.4% | ||
| Q2 25 | — | 28.2% | ||
| Q1 25 | — | 27.9% | ||
| Q4 24 | 15.8% | 28.0% | ||
| Q3 24 | 68.6% | 28.1% | ||
| Q2 24 | -147.2% | 28.8% |
净利率ILMNROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 28.8% | 20.8% | ||
| Q3 25 | — | 19.8% | ||
| Q2 25 | — | 19.5% | ||
| Q1 25 | — | 17.6% | ||
| Q4 24 | 16.8% | 24.6% | ||
| Q3 24 | 65.3% | 20.8% | ||
| Q2 24 | -178.8% | 19.6% |
每股收益（稀释后）ILMNROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $2.16 | $3.97 | ||
| Q3 25 | — | $3.68 | ||
| Q2 25 | — | $3.49 | ||
| Q1 25 | — | $3.06 | ||
| Q4 24 | $1.16 | $4.29 | ||
| Q3 24 | $4.42 | $3.40 | ||
| Q2 24 | $-12.48 | $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 | $1.6B | $382.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $2.7B | $18.8B |
| 总资产 | $6.6B | $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ILMNROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $1.6B | $297.4M | ||
| Q3 25 | — | $320.0M | ||
| Q2 25 | — | $242.4M | ||
| Q1 25 | — | $372.8M | ||
| Q4 24 | $93.0M | $188.2M | ||
| Q3 24 | $70.0M | $269.6M | ||
| Q2 24 | $74.0M | $251.5M |
总债务ILMNROP
| 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ILMNROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $2.7B | $19.9B | ||
| Q3 25 | — | $20.0B | ||
| Q2 25 | — | $19.6B | ||
| Q1 25 | — | $19.2B | ||
| Q4 24 | $2.4B | $18.9B | ||
| Q3 24 | $2.1B | $18.5B | ||
| Q2 24 | $1.4B | $18.1B |
总资产ILMNROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $6.6B | $34.6B | ||
| Q3 25 | — | $34.6B | ||
| Q2 25 | — | $33.2B | ||
| Q1 25 | — | $31.4B | ||
| Q4 24 | $6.3B | $31.3B | ||
| Q3 24 | $6.0B | $31.6B | ||
| Q2 24 | $6.1B | $29.8B |
负债/权益比ILMNROP
| 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 | $321.0M | — |
| 自由现金流经营现金流 - 资本支出 | $267.0M | $507.0M |
| 自由现金流率自由现金流/营收 | 23.0% | 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 | 0.96× | — |
| 过去12个月自由现金流最近4个季度 | $935.0M | — |
8季度趋势，按日历期对齐
经营现金流ILMNROP
| Q1 26 | — | — | ||
| Q4 25 | $321.0M | $738.0M | ||
| Q3 25 | — | $869.5M | ||
| Q2 25 | — | $404.1M | ||
| Q1 25 | — | $528.7M | ||
| Q4 24 | $364.0M | $722.2M | ||
| Q3 24 | $316.0M | $755.4M | ||
| Q2 24 | $80.0M | $384.1M |
自由现金流ILMNROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $267.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $335.0M | — | ||
| Q3 24 | $284.0M | — | ||
| Q2 24 | $49.0M | — |
自由现金流率ILMNROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 23.0% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 30.3% | — | ||
| Q3 24 | 26.3% | — | ||
| Q2 24 | 4.4% | — |
资本支出强度ILMNROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 3.0% | — | ||
| Q2 24 | 2.8% | — |
现金转化率ILMNROP
| Q1 26 | — | — | ||
| Q4 25 | 0.96× | 1.72× | ||
| Q3 25 | — | 2.18× | ||
| Q2 25 | — | 1.07× | ||
| Q1 25 | — | 1.60× | ||
| Q4 24 | 1.96× | 1.56× | ||
| Q3 24 | 0.45× | 2.05× | ||
| Q2 24 | — | 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
ILMN
| Product revenue | $990.0M | 85% |
| Service and other revenue | $169.0M | 15% |
ROP
暂无分部数据
