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LKQ Corporation（LKQ）与Roper Technologies（ROP）财务数据对比。点击上方公司名可切换其他公司
LKQ Corporation的季度营收约是Roper Technologies的1.7倍（$3.5B vs $2.1B），Roper Technologies净利率更高（15.8% vs 2.3%，领先13.5%），Roper Technologies同比增速更快（11.3% vs 4.3%），LKQ Corporation自由现金流更多（$700.0M vs $507.0M），过去两年Roper Technologies的营收复合增速更高（10.5% vs -3.3%）
LKQ Corporation是来自美国的汽车及其他车辆替代性、特种零配件供应商，主营业务为各类车辆维修、改装所需的替换系统、组件、设备及零配件销售，服务覆盖乘用车、卡车、休闲车、性能车等多种车型，业务网络遍及北美、欧洲及中国台湾地区。
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。
LKQ vs ROP — 直观对比
营收规模更大
LKQ
是对方的1.7倍
$2.1B
营收增速更快
ROP
高出7.0%
4.3%
净利率更高
ROP
高出13.5%
2.3%
自由现金流更多
LKQ
多$193.0M
$507.0M
两年增速更快
ROP
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.5B | $2.1B |
| 净利润 | $79.0M | $331.0M |
| 毛利率 | 38.4% | 69.4% |
| 营业利润率 | 6.3% | 27.2% |
| 净利率 | 2.3% | 15.8% |
| 营收同比 | 4.3% | 11.3% |
| 净利润同比 | -53.3% | 53.7% |
| 每股收益（稀释后） | — | $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LKQROP
| Q1 26 | $3.5B | $2.1B | ||
| Q4 25 | $3.0B | $2.1B | ||
| Q3 25 | $3.5B | $2.0B | ||
| Q2 25 | $3.6B | $1.9B | ||
| Q1 25 | $3.5B | $1.9B | ||
| Q4 24 | $3.4B | $1.9B | ||
| Q3 24 | $3.6B | $1.8B | ||
| Q2 24 | $3.7B | $1.7B |
净利润LKQROP
| Q1 26 | $79.0M | $331.0M | ||
| Q4 25 | $66.0M | $428.4M | ||
| Q3 25 | $180.0M | $398.5M | ||
| Q2 25 | $193.0M | $378.3M | ||
| Q1 25 | $169.0M | $331.1M | ||
| Q4 24 | $157.0M | $462.3M | ||
| Q3 24 | $192.0M | $367.9M | ||
| Q2 24 | $186.0M | $337.1M |
毛利率LKQROP
| Q1 26 | 38.4% | 69.4% | ||
| Q4 25 | 37.2% | 69.5% | ||
| Q3 25 | 38.3% | 69.5% | ||
| Q2 25 | 38.8% | 69.2% | ||
| Q1 25 | 39.8% | 68.7% | ||
| Q4 24 | 39.5% | 68.3% | ||
| Q3 24 | 38.9% | 69.2% | ||
| Q2 24 | 38.8% | 69.5% |
营业利润率LKQROP
| Q1 26 | 6.3% | 27.2% | ||
| Q4 25 | 3.9% | 28.6% | ||
| Q3 25 | 7.8% | 28.4% | ||
| Q2 25 | 8.6% | 28.2% | ||
| Q1 25 | 8.3% | 27.9% | ||
| Q4 24 | 8.1% | 28.0% | ||
| Q3 24 | 8.6% | 28.1% | ||
| Q2 24 | 8.9% | 28.8% |
净利率LKQROP
| Q1 26 | 2.3% | 15.8% | ||
| Q4 25 | 2.2% | 20.8% | ||
| Q3 25 | 5.1% | 19.8% | ||
| Q2 25 | 5.3% | 19.5% | ||
| Q1 25 | 4.9% | 17.6% | ||
| Q4 24 | 4.7% | 24.6% | ||
| Q3 24 | 5.4% | 20.8% | ||
| Q2 24 | 5.0% | 19.6% |
每股收益（稀释后）LKQROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $0.25 | $3.97 | ||
| Q3 25 | $0.70 | $3.68 | ||
| Q2 25 | $0.75 | $3.49 | ||
| Q1 25 | $0.65 | $3.06 | ||
| Q4 24 | $0.60 | $4.29 | ||
| Q3 24 | $0.73 | $3.40 | ||
| Q2 24 | $0.70 | $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 | $335.0M | $382.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $6.5B | $18.8B |
| 总资产 | $15.1B | $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LKQROP
| Q1 26 | $335.0M | $382.9M | ||
| Q4 25 | $319.0M | $297.4M | ||
| Q3 25 | $289.0M | $320.0M | ||
| Q2 25 | $289.0M | $242.4M | ||
| Q1 25 | $227.0M | $372.8M | ||
| Q4 24 | $234.0M | $188.2M | ||
| Q3 24 | $353.0M | $269.6M | ||
| Q2 24 | $276.0M | $251.5M |
总债务LKQROP
| 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LKQROP
| Q1 26 | $6.5B | $18.8B | ||
| Q4 25 | $6.5B | $19.9B | ||
| Q3 25 | $6.6B | $20.0B | ||
| Q2 25 | $6.5B | $19.6B | ||
| Q1 25 | $6.2B | $19.2B | ||
| Q4 24 | $6.0B | $18.9B | ||
| Q3 24 | $6.2B | $18.5B | ||
| Q2 24 | $6.1B | $18.1B |
总资产LKQROP
| Q1 26 | $15.1B | $34.6B | ||
| Q4 25 | $15.1B | $34.6B | ||
| Q3 25 | $15.6B | $34.6B | ||
| Q2 25 | $15.9B | $33.2B | ||
| Q1 25 | $15.5B | $31.4B | ||
| Q4 24 | $15.0B | $31.3B | ||
| Q3 24 | $15.5B | $31.6B | ||
| Q2 24 | $15.2B | $29.8B |
负债/权益比LKQROP
| 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 | $-56.0M | — |
| 自由现金流经营现金流 - 资本支出 | $700.0M | $507.0M |
| 自由现金流率自由现金流/营收 | 20.2% | 24.2% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 现金转化率经营现金流/净利润 | -0.71× | — |
| 过去12个月自由现金流最近4个季度 | $1.6B | — |
8季度趋势，按日历期对齐
经营现金流LKQROP
| Q1 26 | $-56.0M | — | ||
| Q4 25 | $330.0M | $738.0M | ||
| Q3 25 | $440.0M | $869.5M | ||
| Q2 25 | $296.0M | $404.1M | ||
| Q1 25 | $-3.0M | $528.7M | ||
| Q4 24 | $235.0M | $722.2M | ||
| Q3 24 | $420.0M | $755.4M | ||
| Q2 24 | $213.0M | $384.1M |
自由现金流LKQROP
| Q1 26 | $700.0M | $507.0M | ||
| Q4 25 | $274.0M | — | ||
| Q3 25 | $387.0M | — | ||
| Q2 25 | $243.0M | — | ||
| Q1 25 | $-57.0M | — | ||
| Q4 24 | $149.0M | — | ||
| Q3 24 | $341.0M | — | ||
| Q2 24 | $133.0M | — |
自由现金流率LKQROP
| Q1 26 | 20.2% | 24.2% | ||
| Q4 25 | 9.0% | — | ||
| Q3 25 | 11.1% | — | ||
| Q2 25 | 6.7% | — | ||
| Q1 25 | -1.6% | — | ||
| Q4 24 | 4.4% | — | ||
| Q3 24 | 9.5% | — | ||
| Q2 24 | 3.6% | — |
资本支出强度LKQROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 1.8% | — | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 1.5% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.2% | — | ||
| Q2 24 | 2.2% | — |
现金转化率LKQROP
| Q1 26 | -0.71× | — | ||
| Q4 25 | 5.00× | 1.72× | ||
| Q3 25 | 2.44× | 2.18× | ||
| Q2 25 | 1.53× | 1.07× | ||
| Q1 25 | -0.02× | 1.60× | ||
| Q4 24 | 1.50× | 1.56× | ||
| Q3 24 | 2.19× | 2.05× | ||
| Q2 24 | 1.15× | 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
LKQ
| Europe | $1.6B | 46% |
| North America | $1.3B | 39% |
| Specialty | $408.0M | 12% |
| Other | $107.0M | 3% |
ROP
暂无分部数据
