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KB HOME(KBH)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KB HOME的1.2倍($2.1B vs $1.7B),Roper Technologies净利率更高(15.8% vs 6.0%,领先9.8%),Roper Technologies同比增速更快(11.3% vs -15.3%),Roper Technologies自由现金流更多($507.0M vs $290.1M),过去两年Roper Technologies的营收复合增速更高(10.5% vs 7.4%)
KB Home是美国知名住宅建造企业,1957年于密歇根州底特律成立,前身为Kaufman & Broad,是首家在纽约证券交易所上市的住宅建造商,总部现位于加利福尼亚州洛杉矶。
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。
KBH vs ROP — 直观对比
营收规模更大
ROP
是对方的1.2倍
$1.7B
营收增速更快
ROP
高出26.6%
-15.3%
净利率更高
ROP
高出9.8%
6.0%
自由现金流更多
ROP
多$216.9M
$290.1M
两年增速更快
ROP
近两年复合增速
7.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $2.1B |
| 净利润 | $101.5M | $331.0M |
| 毛利率 | — | 69.4% |
| 营业利润率 | — | 27.2% |
| 净利率 | 6.0% | 15.8% |
| 营收同比 | -15.3% | 11.3% |
| 净利润同比 | -46.7% | 53.7% |
| 每股收益(稀释后) | $1.55 | $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
KBH
ROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.7B | $2.1B | ||
| Q3 25 | $1.6B | $2.0B | ||
| Q2 25 | $1.5B | $1.9B | ||
| Q1 25 | $1.4B | $1.9B | ||
| Q4 24 | $2.0B | $1.9B | ||
| Q3 24 | $1.8B | $1.8B | ||
| Q2 24 | $1.7B | $1.7B |
净利润
KBH
ROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $101.5M | $428.4M | ||
| Q3 25 | $109.8M | $398.5M | ||
| Q2 25 | $107.9M | $378.3M | ||
| Q1 25 | $109.6M | $331.1M | ||
| Q4 24 | $190.6M | $462.3M | ||
| Q3 24 | $157.3M | $367.9M | ||
| Q2 24 | $168.4M | $337.1M |
毛利率
KBH
ROP
| 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
KBH
ROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | — | 28.6% | ||
| Q3 25 | — | 28.4% | ||
| Q2 25 | — | 28.2% | ||
| Q1 25 | — | 27.9% | ||
| Q4 24 | — | 28.0% | ||
| Q3 24 | — | 28.1% | ||
| Q2 24 | — | 28.8% |
净利率
KBH
ROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 6.0% | 20.8% | ||
| Q3 25 | 6.8% | 19.8% | ||
| Q2 25 | 7.1% | 19.5% | ||
| Q1 25 | 7.9% | 17.6% | ||
| Q4 24 | 9.5% | 24.6% | ||
| Q3 24 | 9.0% | 20.8% | ||
| Q2 24 | 9.9% | 19.6% |
每股收益(稀释后)
KBH
ROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $1.55 | $3.97 | ||
| Q3 25 | $1.61 | $3.68 | ||
| Q2 25 | $1.50 | $3.49 | ||
| Q1 25 | $1.49 | $3.06 | ||
| Q4 24 | $2.50 | $4.29 | ||
| Q3 24 | $2.04 | $3.40 | ||
| Q2 24 | $2.15 | $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 | — | $382.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $3.9B | $18.8B |
| 总资产 | $6.7B | $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
KBH
ROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | — | $297.4M | ||
| Q3 25 | — | $320.0M | ||
| Q2 25 | — | $242.4M | ||
| Q1 25 | — | $372.8M | ||
| Q4 24 | — | $188.2M | ||
| Q3 24 | — | $269.6M | ||
| Q2 24 | — | $251.5M |
总债务
KBH
ROP
| 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
KBH
ROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $3.9B | $19.9B | ||
| Q3 25 | $3.9B | $20.0B | ||
| Q2 25 | $4.0B | $19.6B | ||
| Q1 25 | $4.1B | $19.2B | ||
| Q4 24 | $4.1B | $18.9B | ||
| Q3 24 | $4.0B | $18.5B | ||
| Q2 24 | $4.0B | $18.1B |
总资产
KBH
ROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $6.7B | $34.6B | ||
| Q3 25 | $7.0B | $34.6B | ||
| Q2 25 | $7.0B | $33.2B | ||
| Q1 25 | $7.0B | $31.4B | ||
| Q4 24 | $6.9B | $31.3B | ||
| Q3 24 | $6.8B | $31.6B | ||
| Q2 24 | $6.8B | $29.8B |
负债/权益比
KBH
ROP
| 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 | $303.8M | — |
| 自由现金流经营现金流 - 资本支出 | $290.1M | $507.0M |
| 自由现金流率自由现金流/营收 | 17.1% | 24.2% |
| 资本支出强度资本支出/营收 | 0.8% | 0.5% |
| 现金转化率经营现金流/净利润 | 2.99× | — |
| 过去12个月自由现金流最近4个季度 | $287.3M | — |
8季度趋势,按日历期对齐
经营现金流
KBH
ROP
| Q1 26 | — | — | ||
| Q4 25 | $303.8M | $738.0M | ||
| Q3 25 | $197.7M | $869.5M | ||
| Q2 25 | $168.4M | $404.1M | ||
| Q1 25 | $-334.3M | $528.7M | ||
| Q4 24 | $362.6M | $722.2M | ||
| Q3 24 | $-89.9M | $755.4M | ||
| Q2 24 | $61.5M | $384.1M |
自由现金流
KBH
ROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $290.1M | — | ||
| Q3 25 | $185.8M | — | ||
| Q2 25 | $156.9M | — | ||
| Q1 25 | $-345.5M | — | ||
| Q4 24 | $352.6M | — | ||
| Q3 24 | $-99.4M | — | ||
| Q2 24 | $51.2M | — |
自由现金流率
KBH
ROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 17.1% | — | ||
| Q3 25 | 11.5% | — | ||
| Q2 25 | 10.3% | — | ||
| Q1 25 | -24.8% | — | ||
| Q4 24 | 17.6% | — | ||
| Q3 24 | -5.7% | — | ||
| Q2 24 | 3.0% | — |
资本支出强度
KBH
ROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | 0.7% | — | ||
| Q2 25 | 0.8% | — | ||
| Q1 25 | 0.8% | — | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.6% | — |
现金转化率
KBH
ROP
| Q1 26 | — | — | ||
| Q4 25 | 2.99× | 1.72× | ||
| Q3 25 | 1.80× | 2.18× | ||
| Q2 25 | 1.56× | 1.07× | ||
| Q1 25 | -3.05× | 1.60× | ||
| Q4 24 | 1.90× | 1.56× | ||
| Q3 24 | -0.57× | 2.05× | ||
| Q2 24 | 0.37× | 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
KBH
| Home Building | $1.7B | 99% |
| Financial Service | $8.7M | 1% |
ROP
暂无分部数据