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Kenvue（KVUE）与Roper Technologies（ROP）财务数据对比。点击上方公司名可切换其他公司
Kenvue的季度营收约是Roper Technologies的1.8倍（$3.8B vs $2.1B），Roper Technologies净利率更高（15.8% vs 8.7%，领先7.1%），Roper Technologies同比增速更快（11.3% vs 3.2%），Kenvue自由现金流更多（$744.0M vs $507.0M），过去两年Roper Technologies的营收复合增速更高（10.5% vs -1.5%）
Kenvue是美国消费者健康企业，前身为强生集团消费者健康业务部门，旗下拥有邦迪、李施德林、露得清、泰诺、强生婴儿、仙特明等诸多知名消费健康品牌，总部现位于美国新泽西州萨米特。
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。
KVUE vs ROP — 直观对比
营收规模更大
KVUE
是对方的1.8倍
$2.1B
营收增速更快
ROP
高出8.1%
3.2%
净利率更高
ROP
高出7.1%
8.7%
自由现金流更多
KVUE
多$237.0M
$507.0M
两年增速更快
ROP
近两年复合增速
-1.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.8B | $2.1B |
| 净利润 | $330.0M | $331.0M |
| 毛利率 | 56.5% | 69.4% |
| 营业利润率 | 14.2% | 27.2% |
| 净利率 | 8.7% | 15.8% |
| 营收同比 | 3.2% | 11.3% |
| 净利润同比 | 12.6% | 842.6% |
| 每股收益（稀释后） | $0.16 | $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KVUEROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $3.8B | $2.1B | ||
| Q3 25 | $3.8B | $2.0B | ||
| Q2 25 | $3.8B | $1.9B | ||
| Q1 25 | $3.7B | $1.9B | ||
| Q4 24 | $3.7B | $1.9B | ||
| Q3 24 | $3.9B | $1.8B | ||
| Q2 24 | $4.0B | $1.7B |
净利润KVUEROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $330.0M | $428.4M | ||
| Q3 25 | $398.0M | $398.5M | ||
| Q2 25 | $420.0M | $378.3M | ||
| Q1 25 | $322.0M | $331.1M | ||
| Q4 24 | $293.0M | $462.3M | ||
| Q3 24 | $383.0M | $367.9M | ||
| Q2 24 | $58.0M | $337.1M |
毛利率KVUEROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 56.5% | 69.5% | ||
| Q3 25 | 59.1% | 69.5% | ||
| Q2 25 | 58.9% | 69.2% | ||
| Q1 25 | 58.0% | 68.7% | ||
| Q4 24 | 56.5% | 68.3% | ||
| Q3 24 | 58.5% | 69.2% | ||
| Q2 24 | 59.1% | 69.5% |
营业利润率KVUEROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 14.2% | 28.6% | ||
| Q3 25 | 16.7% | 28.4% | ||
| Q2 25 | 18.0% | 28.2% | ||
| Q1 25 | 14.9% | 27.9% | ||
| Q4 24 | 13.2% | 28.0% | ||
| Q3 24 | 16.8% | 28.1% | ||
| Q2 24 | 3.9% | 28.8% |
净利率KVUEROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 8.7% | 20.8% | ||
| Q3 25 | 10.6% | 19.8% | ||
| Q2 25 | 10.9% | 19.5% | ||
| Q1 25 | 8.6% | 17.6% | ||
| Q4 24 | 8.0% | 24.6% | ||
| Q3 24 | 9.8% | 20.8% | ||
| Q2 24 | 1.5% | 19.6% |
每股收益（稀释后）KVUEROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $0.16 | $3.97 | ||
| Q3 25 | $0.21 | $3.68 | ||
| Q2 25 | $0.22 | $3.49 | ||
| Q1 25 | $0.17 | $3.06 | ||
| Q4 24 | $0.16 | $4.29 | ||
| Q3 24 | $0.20 | $3.40 | ||
| Q2 24 | $0.03 | $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 | $1.1B | $382.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $10.8B | $18.8B |
| 总资产 | $27.1B | $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KVUEROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $1.1B | $297.4M | ||
| Q3 25 | $1.1B | $320.0M | ||
| Q2 25 | $1.1B | $242.4M | ||
| Q1 25 | $1.1B | $372.8M | ||
| Q4 24 | $1.1B | $188.2M | ||
| Q3 24 | $1.1B | $269.6M | ||
| Q2 24 | $1.0B | $251.5M |
总债务KVUEROP
| 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KVUEROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $10.8B | $19.9B | ||
| Q3 25 | $10.6B | $20.0B | ||
| Q2 25 | $10.7B | $19.6B | ||
| Q1 25 | $10.1B | $19.2B | ||
| Q4 24 | $9.7B | $18.9B | ||
| Q3 24 | $10.6B | $18.5B | ||
| Q2 24 | $10.2B | $18.1B |
总资产KVUEROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $27.1B | $34.6B | ||
| Q3 25 | $27.2B | $34.6B | ||
| Q2 25 | $27.1B | $33.2B | ||
| Q1 25 | $26.3B | $31.4B | ||
| Q4 24 | $25.6B | $31.3B | ||
| Q3 24 | $26.9B | $31.6B | ||
| Q2 24 | $26.4B | $29.8B |
负债/权益比KVUEROP
| 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 | $854.0M | — |
| 自由现金流经营现金流 - 资本支出 | $744.0M | $507.0M |
| 自由现金流率自由现金流/营收 | 19.7% | 24.2% |
| 资本支出强度资本支出/营收 | 2.9% | 0.5% |
| 现金转化率经营现金流/净利润 | 2.59× | — |
| 过去12个月自由现金流最近4个季度 | $1.7B | — |
8季度趋势，按日历期对齐
经营现金流KVUEROP
| Q1 26 | — | — | ||
| Q4 25 | $854.0M | $738.0M | ||
| Q3 25 | $294.0M | $869.5M | ||
| Q2 25 | $621.0M | $404.1M | ||
| Q1 25 | $428.0M | $528.7M | ||
| Q4 24 | $793.0M | $722.2M | ||
| Q3 24 | $249.0M | $755.4M | ||
| Q2 24 | $440.0M | $384.1M |
自由现金流KVUEROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $744.0M | — | ||
| Q3 25 | $196.0M | — | ||
| Q2 25 | $533.0M | — | ||
| Q1 25 | $249.0M | — | ||
| Q4 24 | $661.0M | — | ||
| Q3 24 | $190.0M | — | ||
| Q2 24 | $350.0M | — |
自由现金流率KVUEROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 19.7% | — | ||
| Q3 25 | 5.2% | — | ||
| Q2 25 | 13.9% | — | ||
| Q1 25 | 6.7% | — | ||
| Q4 24 | 18.1% | — | ||
| Q3 24 | 4.9% | — | ||
| Q2 24 | 8.8% | — |
资本支出强度KVUEROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 2.9% | — | ||
| Q3 25 | 2.6% | — | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | 4.8% | — | ||
| Q4 24 | 3.6% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 2.3% | — |
现金转化率KVUEROP
| Q1 26 | — | — | ||
| Q4 25 | 2.59× | 1.72× | ||
| Q3 25 | 0.74× | 2.18× | ||
| Q2 25 | 1.48× | 1.07× | ||
| Q1 25 | 1.33× | 1.60× | ||
| Q4 24 | 2.71× | 1.56× | ||
| Q3 24 | 0.65× | 2.05× | ||
| Q2 24 | 7.59× | 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
KVUE
| Self Care | $1.6B | 42% |
| Essential Health | $1.1B | 30% |
| Skin Health And Beauty | $1.0B | 28% |
ROP
暂无分部数据
