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蓝威斯顿(LW)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的季度营收约是蓝威斯顿的1.3倍($2.1B vs $1.6B),Roper Technologies净利率更高(15.8% vs 3.5%,领先12.3%),Roper Technologies同比增速更快(11.3% vs 2.9%),Roper Technologies自由现金流更多($507.0M vs $-36.3M),过去两年Roper Technologies的营收复合增速更高(10.5% vs -1.5%)
蓝威斯顿控股是美国食品加工企业,为全球规模最大的冷冻薯条、华夫薯条及其他冷冻马铃薯制品的生产商与加工商之一,总部坐落于爱达荷州博伊西市郊的伊格尔市。
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。
LW vs ROP — 直观对比
营收规模更大
ROP
是对方的1.3倍
$1.6B
营收增速更快
ROP
高出8.4%
2.9%
净利率更高
ROP
高出12.3%
3.5%
自由现金流更多
ROP
多$543.3M
$-36.3M
两年增速更快
ROP
近两年复合增速
-1.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $2.1B |
| 净利润 | $54.0M | $331.0M |
| 毛利率 | 21.2% | 69.4% |
| 营业利润率 | 8.1% | 27.2% |
| 净利率 | 3.5% | 15.8% |
| 营收同比 | 2.9% | 11.3% |
| 净利润同比 | -63.0% | 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
LW
ROP
| Q1 26 | $1.6B | $2.1B | ||
| Q4 25 | $1.6B | $2.1B | ||
| Q3 25 | $1.7B | $2.0B | ||
| Q2 25 | $1.7B | $1.9B | ||
| Q1 25 | $1.5B | $1.9B | ||
| Q4 24 | $1.6B | $1.9B | ||
| Q3 24 | $1.7B | $1.8B | ||
| Q2 24 | $1.6B | $1.7B |
净利润
LW
ROP
| Q1 26 | $54.0M | $331.0M | ||
| Q4 25 | $62.1M | $428.4M | ||
| Q3 25 | $64.3M | $398.5M | ||
| Q2 25 | $119.9M | $378.3M | ||
| Q1 25 | $146.0M | $331.1M | ||
| Q4 24 | $-36.1M | $462.3M | ||
| Q3 24 | $127.4M | $367.9M | ||
| Q2 24 | $129.6M | $337.1M |
毛利率
LW
ROP
| Q1 26 | 21.2% | 69.4% | ||
| Q4 25 | 20.0% | 69.5% | ||
| Q3 25 | 20.6% | 69.5% | ||
| Q2 25 | 20.4% | 69.2% | ||
| Q1 25 | 27.8% | 68.7% | ||
| Q4 24 | 17.4% | 68.3% | ||
| Q3 24 | 21.5% | 69.2% | ||
| Q2 24 | 24.1% | 69.5% |
营业利润率
LW
ROP
| Q1 26 | 8.1% | 27.2% | ||
| Q4 25 | 8.6% | 28.6% | ||
| Q3 25 | 9.4% | 28.4% | ||
| Q2 25 | 11.1% | 28.2% | ||
| Q1 25 | 16.4% | 27.9% | ||
| Q4 24 | 1.2% | 28.0% | ||
| Q3 24 | 12.8% | 28.1% | ||
| Q2 24 | 13.2% | 28.8% |
净利率
LW
ROP
| Q1 26 | 3.5% | 15.8% | ||
| Q4 25 | 3.8% | 20.8% | ||
| Q3 25 | 3.9% | 19.8% | ||
| Q2 25 | 7.2% | 19.5% | ||
| Q1 25 | 9.6% | 17.6% | ||
| Q4 24 | -2.3% | 24.6% | ||
| Q3 24 | 7.7% | 20.8% | ||
| Q2 24 | 8.0% | 19.6% |
每股收益(稀释后)
LW
ROP
| Q1 26 | $0.39 | $4.87 | ||
| Q4 25 | $0.44 | $3.97 | ||
| Q3 25 | $0.46 | $3.68 | ||
| Q2 25 | $0.84 | $3.49 | ||
| Q1 25 | $1.03 | $3.06 | ||
| Q4 24 | $-0.25 | $4.29 | ||
| Q3 24 | $0.88 | $3.40 | ||
| Q2 24 | $0.89 | $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 | $57.5M | $382.9M |
| 总债务越低越好 | $3.6B | $9.7B |
| 股东权益账面价值 | $1.8B | $18.8B |
| 总资产 | $7.4B | $34.6B |
| 负债/权益比越低杠杆越低 | 1.99× | 0.52× |
8季度趋势,按日历期对齐
现金及短期投资
LW
ROP
| Q1 26 | $57.5M | $382.9M | ||
| Q4 25 | $82.7M | $297.4M | ||
| Q3 25 | $98.6M | $320.0M | ||
| Q2 25 | $70.7M | $242.4M | ||
| Q1 25 | $67.5M | $372.8M | ||
| Q4 24 | $79.0M | $188.2M | ||
| Q3 24 | $120.8M | $269.6M | ||
| Q2 24 | $71.4M | $251.5M |
总债务
LW
ROP
| Q1 26 | $3.6B | $9.7B | ||
| Q4 25 | $3.6B | $9.3B | ||
| Q3 25 | $3.7B | — | ||
| Q2 25 | $3.7B | — | ||
| Q1 25 | $3.7B | — | ||
| Q4 24 | $3.7B | $7.6B | ||
| Q3 24 | $3.4B | — | ||
| Q2 24 | $3.4B | — |
股东权益
LW
ROP
| Q1 26 | $1.8B | $18.8B | ||
| Q4 25 | $1.8B | $19.9B | ||
| Q3 25 | $1.8B | $20.0B | ||
| Q2 25 | $1.7B | $19.6B | ||
| Q1 25 | $1.6B | $19.2B | ||
| Q4 24 | $1.6B | $18.9B | ||
| Q3 24 | $1.8B | $18.5B | ||
| Q2 24 | $1.8B | $18.1B |
总资产
LW
ROP
| Q1 26 | $7.4B | $34.6B | ||
| Q4 25 | $7.3B | $34.6B | ||
| Q3 25 | $7.2B | $34.6B | ||
| Q2 25 | $7.4B | $33.2B | ||
| Q1 25 | $7.4B | $31.4B | ||
| Q4 24 | $7.5B | $31.3B | ||
| Q3 24 | $7.5B | $31.6B | ||
| Q2 24 | $7.4B | $29.8B |
负债/权益比
LW
ROP
| Q1 26 | 1.99× | 0.52× | ||
| Q4 25 | 2.08× | 0.47× | ||
| Q3 25 | 2.05× | — | ||
| Q2 25 | 2.12× | — | ||
| Q1 25 | 2.25× | — | ||
| Q4 24 | 2.26× | 0.40× | ||
| Q3 24 | 1.87× | — | ||
| Q2 24 | 1.92× | — |
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 | $65.2M | — |
| 自由现金流经营现金流 - 资本支出 | $-36.3M | $507.0M |
| 自由现金流率自由现金流/营收 | -2.3% | 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 | 1.21× | — |
| 过去12个月自由现金流最近4个季度 | $569.2M | — |
8季度趋势,按日历期对齐
经营现金流
LW
ROP
| Q1 26 | $65.2M | — | ||
| Q4 25 | $178.4M | $738.0M | ||
| Q3 25 | $352.0M | $869.5M | ||
| Q2 25 | $868.3M | $404.1M | ||
| Q1 25 | $56.0M | $528.7M | ||
| Q4 24 | $99.1M | $722.2M | ||
| Q3 24 | $330.2M | $755.4M | ||
| Q2 24 | $798.2M | $384.1M |
自由现金流
LW
ROP
| Q1 26 | $-36.3M | $507.0M | ||
| Q4 25 | $101.0M | — | ||
| Q3 25 | $274.4M | — | ||
| Q2 25 | $230.1M | — | ||
| Q1 25 | $-19.8M | — | ||
| Q4 24 | $-49.6M | — | ||
| Q3 24 | $4.3M | — | ||
| Q2 24 | $-131.3M | — |
自由现金流率
LW
ROP
| Q1 26 | -2.3% | 24.2% | ||
| Q4 25 | 6.2% | — | ||
| Q3 25 | 16.5% | — | ||
| Q2 25 | 13.7% | — | ||
| Q1 25 | -1.3% | — | ||
| Q4 24 | -3.1% | — | ||
| Q3 24 | 0.3% | — | ||
| Q2 24 | -8.1% | — |
资本支出强度
LW
ROP
| Q1 26 | 6.5% | 0.5% | ||
| Q4 25 | 4.8% | — | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | 38.1% | — | ||
| Q1 25 | 5.0% | — | ||
| Q4 24 | 9.3% | — | ||
| Q3 24 | 19.7% | — | ||
| Q2 24 | 57.7% | — |
现金转化率
LW
ROP
| Q1 26 | 1.21× | — | ||
| Q4 25 | 2.87× | 1.72× | ||
| Q3 25 | 5.47× | 2.18× | ||
| Q2 25 | 7.24× | 1.07× | ||
| Q1 25 | 0.38× | 1.60× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | 2.59× | 2.05× | ||
| Q2 24 | 6.16× | 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
LW
| Segments North America | $1.0B | 66% |
| Segments International | $529.8M | 34% |
ROP
暂无分部数据