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露露乐蒙（LULU）与Roper Technologies（ROP）财务数据对比。点击上方公司名可切换其他公司
露露乐蒙的季度营收约是Roper Technologies的1.2倍（$2.6B vs $2.1B），Roper Technologies净利率更高（15.8% vs 12.0%，领先3.8%），Roper Technologies同比增速更快（11.3% vs 7.1%），Roper Technologies自由现金流更多（$507.0M vs $82.4M），过去两年Roper Technologies的营收复合增速更高（10.5% vs -10.5%）
露露乐蒙是源自美国和加拿大的跨国运动服饰零售商，1998年成立初期主打瑜伽裤及其他瑜伽服饰，目前已拓展业务至运动装备、休闲服饰、配件及个护产品，总部位于加拿大不列颠哥伦比亚省温哥华，共拥有767家线下门店，同时开设官方网站提供线上销售服务。
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。
LULU vs ROP — 直观对比
营收规模更大
LULU
是对方的1.2倍
$2.1B
营收增速更快
ROP
高出4.2%
7.1%
净利率更高
ROP
高出3.8%
12.0%
自由现金流更多
ROP
多$424.6M
$82.4M
两年增速更快
ROP
近两年复合增速
-10.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $2.1B |
| 净利润 | $306.8M | $331.0M |
| 毛利率 | 55.6% | 69.4% |
| 营业利润率 | 17.0% | 27.2% |
| 净利率 | 12.0% | 15.8% |
| 营收同比 | 7.1% | 11.3% |
| 净利润同比 | -12.8% | 53.7% |
| 每股收益（稀释后） | $2.59 | $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LULUROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.6B | $2.1B | ||
| Q3 25 | $2.5B | $2.0B | ||
| Q2 25 | $2.4B | $1.9B | ||
| Q1 25 | $3.6B | $1.9B | ||
| Q4 24 | $2.4B | $1.9B | ||
| Q3 24 | $2.4B | $1.8B | ||
| Q2 24 | $2.2B | $1.7B |
净利润LULUROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $306.8M | $428.4M | ||
| Q3 25 | $370.9M | $398.5M | ||
| Q2 25 | $314.6M | $378.3M | ||
| Q1 25 | $748.4M | $331.1M | ||
| Q4 24 | $351.9M | $462.3M | ||
| Q3 24 | $392.9M | $367.9M | ||
| Q2 24 | $321.4M | $337.1M |
毛利率LULUROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 55.6% | 69.5% | ||
| Q3 25 | 58.5% | 69.5% | ||
| Q2 25 | 58.3% | 69.2% | ||
| Q1 25 | 60.4% | 68.7% | ||
| Q4 24 | 58.5% | 68.3% | ||
| Q3 24 | 59.6% | 69.2% | ||
| Q2 24 | 57.7% | 69.5% |
营业利润率LULUROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 17.0% | 28.6% | ||
| Q3 25 | 20.7% | 28.4% | ||
| Q2 25 | 18.5% | 28.2% | ||
| Q1 25 | 28.9% | 27.9% | ||
| Q4 24 | 20.5% | 28.0% | ||
| Q3 24 | 22.8% | 28.1% | ||
| Q2 24 | 19.6% | 28.8% |
净利率LULUROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 12.0% | 20.8% | ||
| Q3 25 | 14.7% | 19.8% | ||
| Q2 25 | 13.3% | 19.5% | ||
| Q1 25 | 20.7% | 17.6% | ||
| Q4 24 | 14.7% | 24.6% | ||
| Q3 24 | 16.6% | 20.8% | ||
| Q2 24 | 14.6% | 19.6% |
每股收益（稀释后）LULUROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $2.59 | $3.97 | ||
| Q3 25 | $3.10 | $3.68 | ||
| Q2 25 | $2.60 | $3.49 | ||
| Q1 25 | $6.08 | $3.06 | ||
| Q4 24 | $2.87 | $4.29 | ||
| Q3 24 | $3.15 | $3.40 | ||
| Q2 24 | $2.54 | $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 | $4.5B | $18.8B |
| 总资产 | $8.0B | $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LULUROP
| 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LULUROP
| 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LULUROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $4.5B | $19.9B | ||
| Q3 25 | $4.4B | $20.0B | ||
| Q2 25 | $4.3B | $19.6B | ||
| Q1 25 | $4.3B | $19.2B | ||
| Q4 24 | $4.0B | $18.9B | ||
| Q3 24 | $4.0B | $18.5B | ||
| Q2 24 | $4.2B | $18.1B |
总资产LULUROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $8.0B | $34.6B | ||
| Q3 25 | $7.5B | $34.6B | ||
| Q2 25 | $7.4B | $33.2B | ||
| Q1 25 | $7.6B | $31.4B | ||
| Q4 24 | $7.1B | $31.3B | ||
| Q3 24 | $6.7B | $31.6B | ||
| Q2 24 | $6.8B | $29.8B |
负债/权益比LULUROP
| 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 | $249.9M | — |
| 自由现金流经营现金流 - 资本支出 | $82.4M | $507.0M |
| 自由现金流率自由现金流/营收 | 3.2% | 24.2% |
| 资本支出强度资本支出/营收 | 6.5% | 0.5% |
| 现金转化率经营现金流/净利润 | 0.81× | — |
| 过去12个月自由现金流最近4个季度 | $1.1B | — |
8季度趋势，按日历期对齐
经营现金流LULUROP
| Q1 26 | — | — | ||
| Q4 25 | $249.9M | $738.0M | ||
| Q3 25 | $328.7M | $869.5M | ||
| Q2 25 | $-119.0M | $404.1M | ||
| Q1 25 | $1.4B | $528.7M | ||
| Q4 24 | $300.7M | $722.2M | ||
| Q3 24 | $443.1M | $755.4M | ||
| Q2 24 | $127.5M | $384.1M |
自由现金流LULUROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $82.4M | — | ||
| Q3 25 | $150.8M | — | ||
| Q2 25 | $-271.2M | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $122.2M | — | ||
| Q3 24 | $298.1M | — | ||
| Q2 24 | $-3.2M | — |
自由现金流率LULUROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 3.2% | — | ||
| Q3 25 | 6.0% | — | ||
| Q2 25 | -11.4% | — | ||
| Q1 25 | 32.3% | — | ||
| Q4 24 | 5.1% | — | ||
| Q3 24 | 12.6% | — | ||
| Q2 24 | -0.1% | — |
资本支出强度LULUROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 6.5% | — | ||
| Q3 25 | 7.0% | — | ||
| Q2 25 | 6.4% | — | ||
| Q1 25 | 6.5% | — | ||
| Q4 24 | 7.4% | — | ||
| Q3 24 | 6.1% | — | ||
| Q2 24 | 5.9% | — |
现金转化率LULUROP
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | 1.72× | ||
| Q3 25 | 0.89× | 2.18× | ||
| Q2 25 | -0.38× | 1.07× | ||
| Q1 25 | 1.87× | 1.60× | ||
| Q4 24 | 0.85× | 1.56× | ||
| Q3 24 | 1.13× | 2.05× | ||
| Q2 24 | 0.40× | 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
LULU
| Womens Apparel | $1.6B | 64% |
| Mens Apparel | $596.2M | 23% |
| Accessories And Other Categories | $324.7M | 13% |
ROP
暂无分部数据
