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李维斯（LEVI）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的季度营收约是李维斯的1.2倍（$2.1B vs $1.8B），Roper Technologies净利率更高（15.8% vs 8.9%，领先6.8%），Roper Technologies同比增速更快（11.3% vs -4.0%），Roper Technologies自由现金流更多（$507.0M vs $215.7M），过去两年Roper Technologies的营收复合增速更高（10.5% vs 6.5%）
李维斯（Levi Strauss & Co.）是全球知名的美国服饰企业，凭借旗下Levi's品牌丹宁牛仔裤享誉全球。公司创立于1853年5月，由德裔犹太移民李维·斯特劳斯在旧金山成立，注册地为特拉华州，总部设在旧金山李维斯广场。
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。
LEVI vs ROP — 直观对比
营收规模更大
ROP
是对方的1.2倍
$1.8B
营收增速更快
ROP
高出15.3%
-4.0%
净利率更高
ROP
高出6.8%
8.9%
自由现金流更多
ROP
多$291.3M
$215.7M
两年增速更快
ROP
近两年复合增速
6.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $2.1B |
| 净利润 | $158.0M | $331.0M |
| 毛利率 | 60.8% | 69.4% |
| 营业利润率 | 11.9% | 27.2% |
| 净利率 | 8.9% | 15.8% |
| 营收同比 | -4.0% | 11.3% |
| 净利润同比 | -13.4% | 842.6% |
| 每股收益（稀释后） | $0.39 | $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LEVIROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.8B | $2.1B | ||
| Q3 25 | $1.5B | $2.0B | ||
| Q2 25 | $1.4B | $1.9B | ||
| Q1 25 | $1.5B | $1.9B | ||
| Q4 24 | $1.8B | $1.9B | ||
| Q3 24 | $1.5B | $1.8B | ||
| Q2 24 | $1.4B | $1.7B |
净利润LEVIROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $158.0M | $428.4M | ||
| Q3 25 | $218.1M | $398.5M | ||
| Q2 25 | $67.0M | $378.3M | ||
| Q1 25 | $135.0M | $331.1M | ||
| Q4 24 | $182.5M | $462.3M | ||
| Q3 24 | $20.7M | $367.9M | ||
| Q2 24 | $18.0M | $337.1M |
毛利率LEVIROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 60.8% | 69.5% | ||
| Q3 25 | 61.7% | 69.5% | ||
| Q2 25 | 62.6% | 69.2% | ||
| Q1 25 | 62.1% | 68.7% | ||
| Q4 24 | 61.3% | 68.3% | ||
| Q3 24 | 60.0% | 69.2% | ||
| Q2 24 | 60.5% | 69.5% |
营业利润率LEVIROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 11.9% | 28.6% | ||
| Q3 25 | 10.8% | 28.4% | ||
| Q2 25 | 7.5% | 28.2% | ||
| Q1 25 | 12.5% | 27.9% | ||
| Q4 24 | 11.5% | 28.0% | ||
| Q3 24 | 2.0% | 28.1% | ||
| Q2 24 | 1.5% | 28.8% |
净利率LEVIROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 8.9% | 20.8% | ||
| Q3 25 | 14.1% | 19.8% | ||
| Q2 25 | 4.6% | 19.5% | ||
| Q1 25 | 8.8% | 17.6% | ||
| Q4 24 | 9.9% | 24.6% | ||
| Q3 24 | 1.4% | 20.8% | ||
| Q2 24 | 1.2% | 19.6% |
每股收益（稀释后）LEVIROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $0.39 | $3.97 | ||
| Q3 25 | $0.55 | $3.68 | ||
| Q2 25 | $0.17 | $3.49 | ||
| Q1 25 | $0.34 | $3.06 | ||
| Q4 24 | $0.46 | $4.29 | ||
| Q3 24 | $0.05 | $3.40 | ||
| Q2 24 | $0.04 | $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 | $848.8M | $382.9M |
| 总债务越低越好 | $1.1B | $9.7B |
| 股东权益账面价值 | $2.3B | $18.8B |
| 总资产 | $6.8B | $34.6B |
| 负债/权益比越低杠杆越低 | 0.46× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资LEVIROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $848.8M | $297.4M | ||
| Q3 25 | $707.5M | $320.0M | ||
| Q2 25 | $736.7M | $242.4M | ||
| Q1 25 | $574.4M | $372.8M | ||
| Q4 24 | $690.0M | $188.2M | ||
| Q3 24 | $577.1M | $269.6M | ||
| Q2 24 | $641.4M | $251.5M |
总债务LEVIROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $1.1B | $9.3B | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $987.4M | — | ||
| Q4 24 | $994.0M | $7.6B | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — |
股东权益LEVIROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $2.3B | $19.9B | ||
| Q3 25 | $2.2B | $20.0B | ||
| Q2 25 | $2.1B | $19.6B | ||
| Q1 25 | $2.0B | $19.2B | ||
| Q4 24 | $2.0B | $18.9B | ||
| Q3 24 | $1.9B | $18.5B | ||
| Q2 24 | $2.0B | $18.1B |
总资产LEVIROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $6.8B | $34.6B | ||
| Q3 25 | $6.7B | $34.6B | ||
| Q2 25 | $6.5B | $33.2B | ||
| Q1 25 | $6.2B | $31.4B | ||
| Q4 24 | $6.4B | $31.3B | ||
| Q3 24 | $6.3B | $31.6B | ||
| Q2 24 | $6.2B | $29.8B |
负债/权益比LEVIROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 0.46× | 0.47× | ||
| Q3 25 | 0.48× | — | ||
| Q2 25 | 0.49× | — | ||
| Q1 25 | 0.49× | — | ||
| Q4 24 | 0.50× | 0.40× | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 0.51× | — |
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 | $266.8M | — |
| 自由现金流经营现金流 - 资本支出 | $215.7M | $507.0M |
| 自由现金流率自由现金流/营收 | 12.2% | 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 | 1.69× | — |
| 过去12个月自由现金流最近4个季度 | $308.2M | — |
8季度趋势，按日历期对齐
经营现金流LEVIROP
| Q1 26 | — | — | ||
| Q4 25 | $266.8M | $738.0M | ||
| Q3 25 | $24.8M | $869.5M | ||
| Q2 25 | $185.5M | $404.1M | ||
| Q1 25 | $52.5M | $528.7M | ||
| Q4 24 | $297.3M | $722.2M | ||
| Q3 24 | $52.3M | $755.4M | ||
| Q2 24 | $262.8M | $384.1M |
自由现金流LEVIROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $215.7M | — | ||
| Q3 25 | $-39.4M | — | ||
| Q2 25 | $146.0M | — | ||
| Q1 25 | $-14.1M | — | ||
| Q4 24 | $231.6M | — | ||
| Q3 24 | $2.3M | — | ||
| Q2 24 | $222.6M | — |
自由现金流率LEVIROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 12.2% | — | ||
| Q3 25 | -2.6% | — | ||
| Q2 25 | 10.1% | — | ||
| Q1 25 | -0.9% | — | ||
| Q4 24 | 12.6% | — | ||
| Q3 24 | 0.2% | — | ||
| Q2 24 | 15.4% | — |
资本支出强度LEVIROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 2.9% | — | ||
| Q3 25 | 4.2% | — | ||
| Q2 25 | 2.7% | — | ||
| Q1 25 | 4.4% | — | ||
| Q4 24 | 3.6% | — | ||
| Q3 24 | 3.3% | — | ||
| Q2 24 | 2.8% | — |
现金转化率LEVIROP
| Q1 26 | — | — | ||
| Q4 25 | 1.69× | 1.72× | ||
| Q3 25 | 0.11× | 2.18× | ||
| Q2 25 | 2.77× | 1.07× | ||
| Q1 25 | 0.39× | 1.60× | ||
| Q4 24 | 1.63× | 1.56× | ||
| Q3 24 | 2.53× | 2.05× | ||
| Q2 24 | 14.60× | 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
LEVI
| Other | $760.3M | 43% |
| Sales Channel Through Intermediary | $583.2M | 33% |
| Sales Channel Directly To Consumer | $376.0M | 21% |
| Beyond Yoga | $46.3M | 3% |
ROP
暂无分部数据
