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林肯电气（LECO）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的季度营收约是林肯电气的1.9倍（$2.1B vs $1.1B），Roper Technologies净利率更高（15.8% vs 12.2%，领先3.6%），林肯电气同比增速更快（11.7% vs 11.3%），Roper Technologies自由现金流更多（$507.0M vs $63.0M），过去两年Roper Technologies的营收复合增速更高（10.5% vs 4.8%）
林肯电气是美国跨国焊接产品制造企业，总部位于俄亥俄州欧几里得市，主营弧焊设备、焊接配件、等离子及氧燃料切割设备、焊接机器人系统等，业务覆盖160余个国家和地区，在全球设有42个生产基地，同时在19个国家布局了生产联盟及合资企业。
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。
LECO vs ROP — 直观对比
营收规模更大
ROP
是对方的1.9倍
$1.1B
营收增速更快
LECO
高出0.4%
11.3%
净利率更高
ROP
高出3.6%
12.2%
自由现金流更多
ROP
多$444.0M
$63.0M
两年增速更快
ROP
近两年复合增速
4.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $2.1B |
| 净利润 | $136.4M | $331.0M |
| 毛利率 | 35.6% | 69.4% |
| 营业利润率 | 16.6% | 27.2% |
| 净利率 | 12.2% | 15.8% |
| 营收同比 | 11.7% | 11.3% |
| 净利润同比 | 15.1% | 53.7% |
| 每股收益（稀释后） | $2.47 | $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LECOROP
| Q1 26 | $1.1B | $2.1B | ||
| Q4 25 | $1.1B | $2.1B | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $1.1B | $1.9B | ||
| Q1 25 | $1.0B | $1.9B | ||
| Q4 24 | $1.0B | $1.9B | ||
| Q3 24 | $983.8M | $1.8B | ||
| Q2 24 | $1.0B | $1.7B |
净利润LECOROP
| Q1 26 | $136.4M | $331.0M | ||
| Q4 25 | $136.0M | $428.4M | ||
| Q3 25 | $122.6M | $398.5M | ||
| Q2 25 | $143.4M | $378.3M | ||
| Q1 25 | $118.5M | $331.1M | ||
| Q4 24 | $140.2M | $462.3M | ||
| Q3 24 | $100.8M | $367.9M | ||
| Q2 24 | $101.7M | $337.1M |
毛利率LECOROP
| Q1 26 | 35.6% | 69.4% | ||
| Q4 25 | 34.7% | 69.5% | ||
| Q3 25 | 36.7% | 69.5% | ||
| Q2 25 | 37.3% | 69.2% | ||
| Q1 25 | 36.4% | 68.7% | ||
| Q4 24 | 36.1% | 68.3% | ||
| Q3 24 | 35.8% | 69.2% | ||
| Q2 24 | 37.6% | 69.5% |
营业利润率LECOROP
| Q1 26 | 16.6% | 27.2% | ||
| Q4 25 | 17.1% | 28.6% | ||
| Q3 25 | 16.6% | 28.4% | ||
| Q2 25 | 17.6% | 28.2% | ||
| Q1 25 | 16.4% | 27.9% | ||
| Q4 24 | 17.3% | 28.0% | ||
| Q3 24 | 14.8% | 28.1% | ||
| Q2 24 | 14.6% | 28.8% |
净利率LECOROP
| Q1 26 | 12.2% | 15.8% | ||
| Q4 25 | 12.6% | 20.8% | ||
| Q3 25 | 11.6% | 19.8% | ||
| Q2 25 | 13.2% | 19.5% | ||
| Q1 25 | 11.8% | 17.6% | ||
| Q4 24 | 13.7% | 24.6% | ||
| Q3 24 | 10.2% | 20.8% | ||
| Q2 24 | 10.0% | 19.6% |
每股收益（稀释后）LECOROP
| Q1 26 | $2.47 | $4.87 | ||
| Q4 25 | $2.45 | $3.97 | ||
| Q3 25 | $2.21 | $3.68 | ||
| Q2 25 | $2.56 | $3.49 | ||
| Q1 25 | $2.10 | $3.06 | ||
| Q4 24 | $2.47 | $4.29 | ||
| Q3 24 | $1.77 | $3.40 | ||
| Q2 24 | $1.77 | $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 | $298.9M | $382.9M |
| 总债务越低越好 | $1.3B | $9.7B |
| 股东权益账面价值 | $1.5B | $18.8B |
| 总资产 | $3.9B | $34.6B |
| 负债/权益比越低杠杆越低 | 0.87× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资LECOROP
| Q1 26 | $298.9M | $382.9M | ||
| Q4 25 | $308.8M | $297.4M | ||
| Q3 25 | $293.0M | $320.0M | ||
| Q2 25 | $299.5M | $242.4M | ||
| Q1 25 | $394.7M | $372.8M | ||
| Q4 24 | $377.3M | $188.2M | ||
| Q3 24 | $404.2M | $269.6M | ||
| Q2 24 | $272.7M | $251.5M |
总债务LECOROP
| Q1 26 | $1.3B | $9.7B | ||
| Q4 25 | — | $9.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益LECOROP
| Q1 26 | $1.5B | $18.8B | ||
| Q4 25 | $1.5B | $19.9B | ||
| Q3 25 | $1.4B | $20.0B | ||
| Q2 25 | $1.4B | $19.6B | ||
| Q1 25 | $1.3B | $19.2B | ||
| Q4 24 | $1.3B | $18.9B | ||
| Q3 24 | $1.3B | $18.5B | ||
| Q2 24 | $1.3B | $18.1B |
总资产LECOROP
| Q1 26 | $3.9B | $34.6B | ||
| Q4 25 | $3.8B | $34.6B | ||
| Q3 25 | $3.8B | $34.6B | ||
| Q2 25 | $3.7B | $33.2B | ||
| Q1 25 | $3.6B | $31.4B | ||
| Q4 24 | $3.5B | $31.3B | ||
| Q3 24 | $3.7B | $31.6B | ||
| Q2 24 | $3.4B | $29.8B |
负债/权益比LECOROP
| Q1 26 | 0.87× | 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 | $102.2M | — |
| 自由现金流经营现金流 - 资本支出 | $63.0M | $507.0M |
| 自由现金流率自由现金流/营收 | 5.6% | 24.2% |
| 资本支出强度资本支出/营收 | 3.5% | 0.5% |
| 现金转化率经营现金流/净利润 | 0.75× | — |
| 过去12个月自由现金流最近4个季度 | $438.5M | — |
8季度趋势，按日历期对齐
经营现金流LECOROP
| Q1 26 | $102.2M | — | ||
| Q4 25 | $95.0M | $738.0M | ||
| Q3 25 | $236.7M | $869.5M | ||
| Q2 25 | $143.8M | $404.1M | ||
| Q1 25 | $185.7M | $528.7M | ||
| Q4 24 | $95.8M | $722.2M | ||
| Q3 24 | $199.2M | $755.4M | ||
| Q2 24 | $170.7M | $384.1M |
自由现金流LECOROP
| Q1 26 | $63.0M | $507.0M | ||
| Q4 25 | $52.0M | — | ||
| Q3 25 | $205.1M | — | ||
| Q2 25 | $118.4M | — | ||
| Q1 25 | $158.7M | — | ||
| Q4 24 | $64.3M | — | ||
| Q3 24 | $163.5M | — | ||
| Q2 24 | $147.5M | — |
自由现金流率LECOROP
| Q1 26 | 5.6% | 24.2% | ||
| Q4 25 | 4.8% | — | ||
| Q3 25 | 19.3% | — | ||
| Q2 25 | 10.9% | — | ||
| Q1 25 | 15.8% | — | ||
| Q4 24 | 6.3% | — | ||
| Q3 24 | 16.6% | — | ||
| Q2 24 | 14.4% | — |
资本支出强度LECOROP
| Q1 26 | 3.5% | 0.5% | ||
| Q4 25 | 4.0% | — | ||
| Q3 25 | 3.0% | — | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | 2.7% | — | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 3.6% | — | ||
| Q2 24 | 2.3% | — |
现金转化率LECOROP
| Q1 26 | 0.75× | — | ||
| Q4 25 | 0.70× | 1.72× | ||
| Q3 25 | 1.93× | 2.18× | ||
| Q2 25 | 1.00× | 1.07× | ||
| Q1 25 | 1.57× | 1.60× | ||
| Q4 24 | 0.68× | 1.56× | ||
| Q3 24 | 1.98× | 2.05× | ||
| Q2 24 | 1.68× | 1.14× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
