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Masco（MAS）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Masco的1.1倍（$2.1B vs $1.9B），Roper Technologies净利率更高（15.8% vs 11.9%，领先3.9%），Roper Technologies同比增速更快（11.3% vs 6.5%），过去两年Roper Technologies的营收复合增速更高（10.5% vs -4.2%）
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
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。
MAS vs ROP — 直观对比
营收规模更大
ROP
是对方的1.1倍
$1.9B
营收增速更快
ROP
高出4.8%
6.5%
净利率更高
ROP
高出3.9%
11.9%
两年增速更快
ROP
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $2.1B |
| 净利润 | $228.0M | $331.0M |
| 毛利率 | 35.8% | 69.4% |
| 营业利润率 | 16.5% | 27.2% |
| 净利率 | 11.9% | 15.8% |
| 营收同比 | 6.5% | 11.3% |
| 净利润同比 | 14.5% | 842.6% |
| 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MASROP
| Q1 26 | $1.9B | $2.1B | ||
| Q4 25 | $1.8B | $2.1B | ||
| Q3 25 | $1.9B | $2.0B | ||
| Q2 25 | $2.1B | $1.9B | ||
| Q1 25 | $1.8B | $1.9B | ||
| Q4 24 | $1.8B | $1.9B | ||
| Q3 24 | $2.0B | $1.8B | ||
| Q2 24 | $2.1B | $1.7B |
净利润MASROP
| Q1 26 | $228.0M | $331.0M | ||
| Q4 25 | $165.0M | $428.4M | ||
| Q3 25 | $189.0M | $398.5M | ||
| Q2 25 | $270.0M | $378.3M | ||
| Q1 25 | $186.0M | $331.1M | ||
| Q4 24 | $182.0M | $462.3M | ||
| Q3 24 | $167.0M | $367.9M | ||
| Q2 24 | $258.0M | $337.1M |
毛利率MASROP
| Q1 26 | 35.8% | 69.4% | ||
| Q4 25 | 33.9% | 69.5% | ||
| Q3 25 | 34.2% | 69.5% | ||
| Q2 25 | 37.6% | 69.2% | ||
| Q1 25 | 35.8% | 68.7% | ||
| Q4 24 | 34.8% | 68.3% | ||
| Q3 24 | 36.6% | 69.2% | ||
| Q2 24 | 37.5% | 69.5% |
营业利润率MASROP
| Q1 26 | 16.5% | 27.2% | ||
| Q4 25 | 13.8% | 28.6% | ||
| Q3 25 | 15.8% | 28.4% | ||
| Q2 25 | 20.1% | 28.2% | ||
| Q1 25 | 15.9% | 27.9% | ||
| Q4 24 | 15.9% | 28.0% | ||
| Q3 24 | 18.0% | 28.1% | ||
| Q2 24 | 19.0% | 28.8% |
净利率MASROP
| Q1 26 | 11.9% | 15.8% | ||
| Q4 25 | 9.2% | 20.8% | ||
| Q3 25 | 9.9% | 19.8% | ||
| Q2 25 | 13.2% | 19.5% | ||
| Q1 25 | 10.3% | 17.6% | ||
| Q4 24 | 10.0% | 24.6% | ||
| Q3 24 | 8.4% | 20.8% | ||
| Q2 24 | 12.3% | 19.6% |
每股收益（稀释后）MASROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $0.81 | $3.97 | ||
| Q3 25 | $0.90 | $3.68 | ||
| Q2 25 | $1.28 | $3.49 | ||
| Q1 25 | $0.87 | $3.06 | ||
| Q4 24 | $0.85 | $4.29 | ||
| Q3 24 | $0.77 | $3.40 | ||
| Q2 24 | $1.17 | $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 | $2.9B | $9.7B |
| 股东权益账面价值 | $27.0M | $18.8B |
| 总资产 | $5.2B | $34.6B |
| 负债/权益比越低杠杆越低 | 109.07× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资MASROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $647.0M | $297.4M | ||
| Q3 25 | $559.0M | $320.0M | ||
| Q2 25 | $390.0M | $242.4M | ||
| Q1 25 | $377.0M | $372.8M | ||
| Q4 24 | $634.0M | $188.2M | ||
| Q3 24 | $646.0M | $269.6M | ||
| Q2 24 | $398.0M | $251.5M |
总债务MASROP
| Q1 26 | $2.9B | $9.7B | ||
| Q4 25 | $2.9B | $9.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.9B | $7.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益MASROP
| Q1 26 | $27.0M | $18.8B | ||
| Q4 25 | $-185.0M | $19.9B | ||
| Q3 25 | $-78.0M | $20.0B | ||
| Q2 25 | $-84.0M | $19.6B | ||
| Q1 25 | $-254.0M | $19.2B | ||
| Q4 24 | $-279.0M | $18.9B | ||
| Q3 24 | $-88.0M | $18.5B | ||
| Q2 24 | $-26.0M | $18.1B |
总资产MASROP
| Q1 26 | $5.2B | $34.6B | ||
| Q4 25 | $5.2B | $34.6B | ||
| Q3 25 | $5.3B | $34.6B | ||
| Q2 25 | $5.3B | $33.2B | ||
| Q1 25 | $5.1B | $31.4B | ||
| Q4 24 | $5.0B | $31.3B | ||
| Q3 24 | $5.3B | $31.6B | ||
| Q2 24 | $5.4B | $29.8B |
负债/权益比MASROP
| Q1 26 | 109.07× | 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $507.0M |
| 自由现金流率自由现金流/营收 | — | 24.2% |
| 资本支出强度资本支出/营收 | 1.8% | 0.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流MASROP
| Q1 26 | — | — | ||
| Q4 25 | $418.0M | $738.0M | ||
| Q3 25 | $456.0M | $869.5M | ||
| Q2 25 | $306.0M | $404.1M | ||
| Q1 25 | $-158.0M | $528.7M | ||
| Q4 24 | $407.0M | $722.2M | ||
| Q3 24 | $416.0M | $755.4M | ||
| Q2 24 | $346.0M | $384.1M |
自由现金流MASROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $371.0M | — | ||
| Q3 25 | $415.0M | — | ||
| Q2 25 | $270.0M | — | ||
| Q1 25 | $-190.0M | — | ||
| Q4 24 | $351.0M | — | ||
| Q3 24 | $378.0M | — | ||
| Q2 24 | $303.0M | — |
自由现金流率MASROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 20.7% | — | ||
| Q3 25 | 21.6% | — | ||
| Q2 25 | 13.2% | — | ||
| Q1 25 | -10.5% | — | ||
| Q4 24 | 19.2% | — | ||
| Q3 24 | 19.1% | — | ||
| Q2 24 | 14.5% | — |
资本支出强度MASROP
| Q1 26 | 1.8% | 0.5% | ||
| Q4 25 | 2.6% | — | ||
| Q3 25 | 2.1% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.8% | — | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 2.1% | — |
现金转化率MASROP
| Q1 26 | — | — | ||
| Q4 25 | 2.53× | 1.72× | ||
| Q3 25 | 2.41× | 2.18× | ||
| Q2 25 | 1.13× | 1.07× | ||
| Q1 25 | -0.85× | 1.60× | ||
| Q4 24 | 2.24× | 1.56× | ||
| Q3 24 | 2.49× | 2.05× | ||
| Q2 24 | 1.34× | 1.14× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
