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骏利亨德森集团（JHG）与Rollins, Inc.（ROL）财务数据对比。点击上方公司名可切换其他公司
骏利亨德森集团的季度营收约是Rollins, Inc.的1.3倍（$1.1B vs $906.4M），骏利亨德森集团净利率更高（35.3% vs 11.9%，领先23.4%），骏利亨德森集团同比增速更快（61.3% vs 10.2%），骏利亨德森集团自由现金流更多（$320.4M vs $111.2M），过去两年骏利亨德森集团的营收复合增速更高（43.9% vs 0.8%）
骏利亨德森集团是英美联手设立的全球资产管理企业，总部位于英国伦敦金融城，旗下以「骏利亨德森投资者」为运营品牌，面向全球个人投资者、中介顾问及机构客户提供多元金融产品与专业资产管理服务。
Rollins, Inc.是北美知名虫害防治服务商，面向住宅及商业客户提供专业防控服务。公司依托Orkin、HomeTeam Pest Defense等多家全资子公司布局全球业务，覆盖北美、英国等市场，在民用及商用虫害治理领域具备深厚的行业积累与品牌优势。
JHG vs ROL — 直观对比
营收规模更大
JHG
是对方的1.3倍
$906.4M
营收增速更快
JHG
高出51.1%
10.2%
净利率更高
JHG
高出23.4%
11.9%
自由现金流更多
JHG
多$209.2M
$111.2M
两年增速更快
JHG
近两年复合增速
0.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $906.4M |
| 净利润 | $403.2M | $107.8M |
| 毛利率 | — | — |
| 营业利润率 | 42.7% | 16.1% |
| 净利率 | 35.3% | 11.9% |
| 营收同比 | 61.3% | 10.2% |
| 净利润同比 | 231.0% | 2.5% |
| 每股收益（稀释后） | $2.59 | $0.22 |
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JHGROL
| Q1 26 | — | $906.4M | ||
| Q4 25 | $1.1B | $912.9M | ||
| Q3 25 | $700.4M | $1.0B | ||
| Q2 25 | $633.2M | $999.5M | ||
| Q1 25 | $621.4M | $822.5M | ||
| Q4 24 | $708.3M | $832.2M | ||
| Q3 24 | $624.8M | $916.3M | ||
| Q2 24 | $588.4M | $891.9M |
净利润JHGROL
| Q1 26 | — | $107.8M | ||
| Q4 25 | $403.2M | $116.4M | ||
| Q3 25 | $142.1M | $163.5M | ||
| Q2 25 | $149.9M | $141.5M | ||
| Q1 25 | $120.7M | $105.2M | ||
| Q4 24 | $121.8M | $105.7M | ||
| Q3 24 | $27.3M | $136.9M | ||
| Q2 24 | $129.7M | $129.4M |
营业利润率JHGROL
| Q1 26 | — | 16.1% | ||
| Q4 25 | 42.7% | 17.5% | ||
| Q3 25 | 24.6% | 21.9% | ||
| Q2 25 | 25.9% | 19.8% | ||
| Q1 25 | 24.7% | 17.3% | ||
| Q4 24 | 27.9% | 18.1% | ||
| Q3 24 | 26.4% | 20.9% | ||
| Q2 24 | 27.9% | 20.4% |
净利率JHGROL
| Q1 26 | — | 11.9% | ||
| Q4 25 | 35.3% | 12.8% | ||
| Q3 25 | 20.3% | 15.9% | ||
| Q2 25 | 23.7% | 14.2% | ||
| Q1 25 | 19.4% | 12.8% | ||
| Q4 24 | 17.2% | 12.7% | ||
| Q3 24 | 4.4% | 14.9% | ||
| Q2 24 | 22.0% | 14.5% |
每股收益（稀释后）JHGROL
| Q1 26 | — | $0.22 | ||
| Q4 25 | $2.59 | $0.24 | ||
| Q3 25 | $0.92 | $0.34 | ||
| Q2 25 | $0.95 | $0.29 | ||
| Q1 25 | $0.77 | $0.22 | ||
| Q4 24 | $0.77 | $0.22 | ||
| Q3 24 | $0.17 | $0.28 | ||
| Q2 24 | $0.81 | $0.27 |
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 | $116.5M |
| 总债务越低越好 | — | $650.6M |
| 股东权益账面价值 | $5.1B | $1.4B |
| 总资产 | $8.3B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资JHGROL
| Q1 26 | — | $116.5M | ||
| Q4 25 | $1.6B | $100.0M | ||
| Q3 25 | $1.4B | $127.4M | ||
| Q2 25 | $1.3B | $123.0M | ||
| Q1 25 | $1.4B | $201.2M | ||
| Q4 24 | $1.6B | $89.6M | ||
| Q3 24 | $1.8B | $95.3M | ||
| Q2 24 | $1.3B | $106.7M |
总债务JHGROL
| Q1 26 | — | $650.6M | ||
| Q4 25 | — | $486.1M | ||
| Q3 25 | — | $485.7M | ||
| Q2 25 | — | $485.3M | ||
| Q1 25 | — | $485.5M | ||
| Q4 24 | — | $395.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益JHGROL
| Q1 26 | — | $1.4B | ||
| Q4 25 | $5.1B | $1.4B | ||
| Q3 25 | $4.8B | $1.5B | ||
| Q2 25 | $4.8B | $1.4B | ||
| Q1 25 | $4.7B | $1.4B | ||
| Q4 24 | $4.6B | $1.3B | ||
| Q3 24 | $4.6B | $1.3B | ||
| Q2 24 | $4.5B | $1.2B |
总资产JHGROL
| Q1 26 | — | $3.2B | ||
| Q4 25 | $8.3B | $3.1B | ||
| Q3 25 | $7.6B | $3.2B | ||
| Q2 25 | $7.5B | $3.2B | ||
| Q1 25 | $7.1B | $2.9B | ||
| Q4 24 | $7.0B | $2.8B | ||
| Q3 24 | $7.3B | $2.8B | ||
| Q2 24 | $6.4B | $2.8B |
负债/权益比JHGROL
| Q1 26 | — | 0.47× | ||
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.36× | ||
| Q4 24 | — | 0.30× | ||
| 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 | $322.7M | $118.4M |
| 自由现金流经营现金流 - 资本支出 | $320.4M | $111.2M |
| 自由现金流率自由现金流/营收 | 28.0% | 12.3% |
| 资本支出强度资本支出/营收 | 0.2% | 0.8% |
| 现金转化率经营现金流/净利润 | 0.80× | 1.10× |
| 过去12个月自由现金流最近4个季度 | $710.9M | $621.1M |
8季度趋势，按日历期对齐
经营现金流JHGROL
| Q1 26 | — | $118.4M | ||
| Q4 25 | $322.7M | $164.7M | ||
| Q3 25 | $258.8M | $191.3M | ||
| Q2 25 | $135.2M | $175.1M | ||
| Q1 25 | $2.8M | $146.9M | ||
| Q4 24 | $247.3M | $188.2M | ||
| Q3 24 | $228.5M | $146.9M | ||
| Q2 24 | $223.8M | $145.1M |
自由现金流JHGROL
| Q1 26 | — | $111.2M | ||
| Q4 25 | $320.4M | $159.0M | ||
| Q3 25 | $256.4M | $182.8M | ||
| Q2 25 | $133.2M | $168.0M | ||
| Q1 25 | $900.0K | $140.1M | ||
| Q4 24 | $243.5M | $184.0M | ||
| Q3 24 | $225.9M | $139.4M | ||
| Q2 24 | $221.9M | $136.4M |
自由现金流率JHGROL
| Q1 26 | — | 12.3% | ||
| Q4 25 | 28.0% | 17.4% | ||
| Q3 25 | 36.6% | 17.8% | ||
| Q2 25 | 21.0% | 16.8% | ||
| Q1 25 | 0.1% | 17.0% | ||
| Q4 24 | 34.4% | 22.1% | ||
| Q3 24 | 36.2% | 15.2% | ||
| Q2 24 | 37.7% | 15.3% |
资本支出强度JHGROL
| Q1 26 | — | 0.8% | ||
| Q4 25 | 0.2% | 0.6% | ||
| Q3 25 | 0.3% | 0.8% | ||
| Q2 25 | 0.3% | 0.7% | ||
| Q1 25 | 0.3% | 0.8% | ||
| Q4 24 | 0.5% | 0.5% | ||
| Q3 24 | 0.4% | 0.8% | ||
| Q2 24 | 0.3% | 1.0% |
现金转化率JHGROL
| Q1 26 | — | 1.10× | ||
| Q4 25 | 0.80× | 1.41× | ||
| Q3 25 | 1.82× | 1.17× | ||
| Q2 25 | 0.90× | 1.24× | ||
| Q1 25 | 0.02× | 1.40× | ||
| Q4 24 | 2.03× | 1.78× | ||
| Q3 24 | 8.37× | 1.07× | ||
| Q2 24 | 1.73× | 1.12× |
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
JHG
| Investment Advice | $585.2M | 51% |
| Investment Performance | $425.8M | 37% |
| Other | $76.4M | 7% |
ROL
暂无分部数据
