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爵士制药（JAZZ）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的季度营收约是爵士制药的1.7倍（$2.1B vs $1.2B），爵士制药净利率更高（17.0% vs 15.8%，领先1.2%），Roper Technologies同比增速更快（11.3% vs 10.1%），Roper Technologies自由现金流更多（$507.0M vs $345.8M），过去两年爵士制药的营收复合增速更高（15.2% vs 10.5%）
爵士制药是一家全球性生物制药企业，核心业务聚焦肿瘤学与神经科学两大领域，2003年在美国加利福尼亚州成立，当前总部坐落于爱尔兰首都都柏林。
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。
JAZZ vs ROP — 直观对比
营收规模更大
ROP
是对方的1.7倍
$1.2B
营收增速更快
ROP
高出1.2%
10.1%
净利率更高
JAZZ
高出1.2%
15.8%
自由现金流更多
ROP
多$161.2M
$345.8M
两年增速更快
JAZZ
近两年复合增速
10.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $2.1B |
| 净利润 | $203.5M | $331.0M |
| 毛利率 | — | 69.4% |
| 营业利润率 | 21.2% | 27.2% |
| 净利率 | 17.0% | 15.8% |
| 营收同比 | 10.1% | 11.3% |
| 净利润同比 | 6.5% | 53.7% |
| 每股收益（稀释后） | $3.34 | $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JAZZROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.2B | $2.1B | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $1.0B | $1.9B | ||
| Q1 25 | $897.8M | $1.9B | ||
| Q4 24 | $1.1B | $1.9B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.0B | $1.7B |
净利润JAZZROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $203.5M | $428.4M | ||
| Q3 25 | $251.4M | $398.5M | ||
| Q2 25 | $-718.5M | $378.3M | ||
| Q1 25 | $-92.5M | $331.1M | ||
| Q4 24 | $191.1M | $462.3M | ||
| Q3 24 | $215.1M | $367.9M | ||
| Q2 24 | $168.6M | $337.1M |
毛利率JAZZROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | — | 69.5% | ||
| Q3 25 | — | 69.5% | ||
| Q2 25 | — | 69.2% | ||
| Q1 25 | — | 68.7% | ||
| Q4 24 | — | 68.3% | ||
| Q3 24 | — | 69.2% | ||
| Q2 24 | — | 69.5% |
营业利润率JAZZROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 21.2% | 28.6% | ||
| Q3 25 | 5.1% | 28.4% | ||
| Q2 25 | -65.6% | 28.2% | ||
| Q1 25 | -6.2% | 27.9% | ||
| Q4 24 | 17.5% | 28.0% | ||
| Q3 24 | 24.7% | 28.1% | ||
| Q2 24 | 19.5% | 28.8% |
净利率JAZZROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 17.0% | 20.8% | ||
| Q3 25 | 22.3% | 19.8% | ||
| Q2 25 | -68.7% | 19.5% | ||
| Q1 25 | -10.3% | 17.6% | ||
| Q4 24 | 17.6% | 24.6% | ||
| Q3 24 | 20.4% | 20.8% | ||
| Q2 24 | 16.5% | 19.6% |
每股收益（稀释后）JAZZROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $3.34 | $3.97 | ||
| Q3 25 | $4.08 | $3.68 | ||
| Q2 25 | $-11.74 | $3.49 | ||
| Q1 25 | $-1.52 | $3.06 | ||
| Q4 24 | $2.97 | $4.29 | ||
| Q3 24 | $3.42 | $3.40 | ||
| Q2 24 | $2.49 | $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 | $1.4B | $382.9M |
| 总债务越低越好 | $5.4B | $9.7B |
| 股东权益账面价值 | $4.3B | $18.8B |
| 总资产 | $11.7B | $34.6B |
| 负债/权益比越低杠杆越低 | 1.24× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资JAZZROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $1.4B | $297.4M | ||
| Q3 25 | $1.3B | $320.0M | ||
| Q2 25 | $1.2B | $242.4M | ||
| Q1 25 | $1.9B | $372.8M | ||
| Q4 24 | $2.4B | $188.2M | ||
| Q3 24 | $2.2B | $269.6M | ||
| Q2 24 | $1.4B | $251.5M |
总债务JAZZROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $5.4B | $9.3B | ||
| Q3 25 | $5.4B | — | ||
| Q2 25 | $5.4B | — | ||
| Q1 25 | $5.4B | — | ||
| Q4 24 | $6.1B | $7.6B | ||
| Q3 24 | $6.1B | — | ||
| Q2 24 | $5.7B | — |
股东权益JAZZROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $4.3B | $19.9B | ||
| Q3 25 | $4.0B | $20.0B | ||
| Q2 25 | $3.7B | $19.6B | ||
| Q1 25 | $4.2B | $19.2B | ||
| Q4 24 | $4.1B | $18.9B | ||
| Q3 24 | $4.2B | $18.5B | ||
| Q2 24 | $3.8B | $18.1B |
总资产JAZZROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $11.7B | $34.6B | ||
| Q3 25 | $11.4B | $34.6B | ||
| Q2 25 | $10.9B | $33.2B | ||
| Q1 25 | $11.5B | $31.4B | ||
| Q4 24 | $12.0B | $31.3B | ||
| Q3 24 | $12.3B | $31.6B | ||
| Q2 24 | $11.4B | $29.8B |
负债/权益比JAZZROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 1.24× | 0.47× | ||
| Q3 25 | 1.35× | — | ||
| Q2 25 | 1.45× | — | ||
| Q1 25 | 1.29× | — | ||
| Q4 24 | 1.49× | 0.40× | ||
| Q3 24 | 1.47× | — | ||
| Q2 24 | 1.52× | — |
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 | $362.5M | — |
| 自由现金流经营现金流 - 资本支出 | $345.8M | $507.0M |
| 自由现金流率自由现金流/营收 | 28.9% | 24.2% |
| 资本支出强度资本支出/营收 | 1.4% | 0.5% |
| 现金转化率经营现金流/净利润 | 1.78× | — |
| 过去12个月自由现金流最近4个季度 | $1.3B | — |
8季度趋势，按日历期对齐
经营现金流JAZZROP
| Q1 26 | — | — | ||
| Q4 25 | $362.5M | $738.0M | ||
| Q3 25 | $474.6M | $869.5M | ||
| Q2 25 | $88.9M | $404.1M | ||
| Q1 25 | $429.8M | $528.7M | ||
| Q4 24 | $398.6M | $722.2M | ||
| Q3 24 | $398.7M | $755.4M | ||
| Q2 24 | $331.4M | $384.1M |
自由现金流JAZZROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $345.8M | — | ||
| Q3 25 | $459.4M | — | ||
| Q2 25 | $75.9M | — | ||
| Q1 25 | $415.9M | — | ||
| Q4 24 | $385.3M | — | ||
| Q3 24 | $388.0M | — | ||
| Q2 24 | $324.3M | — |
自由现金流率JAZZROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 28.9% | — | ||
| Q3 25 | 40.8% | — | ||
| Q2 25 | 7.3% | — | ||
| Q1 25 | 46.3% | — | ||
| Q4 24 | 35.4% | — | ||
| Q3 24 | 36.8% | — | ||
| Q2 24 | 31.7% | — |
资本支出强度JAZZROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 1.4% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 1.2% | — | ||
| Q3 24 | 1.0% | — | ||
| Q2 24 | 0.7% | — |
现金转化率JAZZROP
| Q1 26 | — | — | ||
| Q4 25 | 1.78× | 1.72× | ||
| Q3 25 | 1.89× | 2.18× | ||
| Q2 25 | — | 1.07× | ||
| Q1 25 | — | 1.60× | ||
| Q4 24 | 2.09× | 1.56× | ||
| Q3 24 | 1.85× | 2.05× | ||
| Q2 24 | 1.97× | 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
JAZZ
| Xywav | $465.5M | 39% |
| Total Oncology | $337.8M | 28% |
| Rylaze Enrylaze | $108.2M | 9% |
| Zepzelca | $90.4M | 8% |
| Product And Services Royalties And Contract Revenue | $65.5M | 5% |
| High Sodium AG Oxybate Product Royalty Revenue | $55.7M | 5% |
| Xyrem | $37.8M | 3% |
| Vyxeos | $34.7M | 3% |
| Ziihera | $8.5M | 1% |
| Other Products | $2.8M | 0% |
| Sativex | $1.5M | 0% |
ROP
暂无分部数据
