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味好美(MKC)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的季度营收约是味好美的1.1倍($2.1B vs $1.9B),Roper Technologies净利率更高(15.8% vs 12.2%,领先3.6%),Roper Technologies同比增速更快(11.3% vs 2.9%),过去两年Roper Technologies的营收复合增速更高(10.5% vs 7.5%)
味好美是美国知名食品企业,专业生产、营销并配送香辛料、复合调味料、调味酱及各类风味产品,客户覆盖零售终端、食品生产商及餐饮服务企业,是全球领先的风味产品供应商。
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。
MKC 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8.4%
2.9%
净利率更高
ROP
高出3.6%
12.2%
两年增速更快
ROP
近两年复合增速
7.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.9B | $2.1B |
| 净利润 | $226.6M | $331.0M |
| 毛利率 | 38.9% | 69.4% |
| 营业利润率 | 16.8% | 27.2% |
| 净利率 | 12.2% | 15.8% |
| 营收同比 | 2.9% | 11.3% |
| 净利润同比 | 5.3% | 842.6% |
| 每股收益(稀释后) | $0.84 | $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
MKC
ROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.9B | $2.1B | ||
| Q3 25 | $1.7B | $2.0B | ||
| Q2 25 | $1.7B | $1.9B | ||
| Q1 25 | $1.6B | $1.9B | ||
| Q4 24 | $1.8B | $1.9B | ||
| Q3 24 | $1.7B | $1.8B | ||
| Q2 24 | $1.6B | $1.7B |
净利润
MKC
ROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $226.6M | $428.4M | ||
| Q3 25 | $225.5M | $398.5M | ||
| Q2 25 | $175.0M | $378.3M | ||
| Q1 25 | $162.3M | $331.1M | ||
| Q4 24 | $215.2M | $462.3M | ||
| Q3 24 | $223.1M | $367.9M | ||
| Q2 24 | $184.2M | $337.1M |
毛利率
MKC
ROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 38.9% | 69.5% | ||
| Q3 25 | 37.4% | 69.5% | ||
| Q2 25 | 37.5% | 69.2% | ||
| Q1 25 | 37.6% | 68.7% | ||
| Q4 24 | 40.2% | 68.3% | ||
| Q3 24 | 38.7% | 69.2% | ||
| Q2 24 | 37.7% | 69.5% |
营业利润率
MKC
ROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 16.8% | 28.6% | ||
| Q3 25 | 16.7% | 28.4% | ||
| Q2 25 | 14.8% | 28.2% | ||
| Q1 25 | 14.0% | 27.9% | ||
| Q4 24 | 17.0% | 28.0% | ||
| Q3 24 | 17.1% | 28.1% | ||
| Q2 24 | 14.2% | 28.8% |
净利率
MKC
ROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 12.2% | 20.8% | ||
| Q3 25 | 13.1% | 19.8% | ||
| Q2 25 | 10.5% | 19.5% | ||
| Q1 25 | 10.1% | 17.6% | ||
| Q4 24 | 12.0% | 24.6% | ||
| Q3 24 | 13.3% | 20.8% | ||
| Q2 24 | 11.2% | 19.6% |
每股收益(稀释后)
MKC
ROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $0.84 | $3.97 | ||
| Q3 25 | $0.84 | $3.68 | ||
| Q2 25 | $0.65 | $3.49 | ||
| Q1 25 | $0.60 | $3.06 | ||
| Q4 24 | $0.79 | $4.29 | ||
| Q3 24 | $0.83 | $3.40 | ||
| Q2 24 | $0.68 | $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 | $95.9M | $382.9M |
| 总债务越低越好 | $3.6B | $9.7B |
| 股东权益账面价值 | $5.7B | $18.8B |
| 总资产 | $13.2B | $34.6B |
| 负债/权益比越低杠杆越低 | 0.63× | 0.52× |
8季度趋势,按日历期对齐
现金及短期投资
MKC
ROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $95.9M | $297.4M | ||
| Q3 25 | $94.9M | $320.0M | ||
| Q2 25 | $124.1M | $242.4M | ||
| Q1 25 | $102.8M | $372.8M | ||
| Q4 24 | $186.1M | $188.2M | ||
| Q3 24 | $200.8M | $269.6M | ||
| Q2 24 | $166.3M | $251.5M |
总债务
MKC
ROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $3.6B | $9.3B | ||
| Q3 25 | $3.9B | — | ||
| Q2 25 | $3.9B | — | ||
| Q1 25 | $3.9B | — | ||
| Q4 24 | $3.9B | $7.6B | ||
| Q3 24 | $3.4B | — | ||
| Q2 24 | $4.1B | — |
股东权益
MKC
ROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $5.7B | $19.9B | ||
| Q3 25 | $5.8B | $20.0B | ||
| Q2 25 | $5.6B | $19.6B | ||
| Q1 25 | $5.4B | $19.2B | ||
| Q4 24 | $5.3B | $18.9B | ||
| Q3 24 | $5.4B | $18.5B | ||
| Q2 24 | $5.3B | $18.1B |
总资产
MKC
ROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $13.2B | $34.6B | ||
| Q3 25 | $13.2B | $34.6B | ||
| Q2 25 | $13.2B | $33.2B | ||
| Q1 25 | $12.9B | $31.4B | ||
| Q4 24 | $13.1B | $31.3B | ||
| Q3 24 | $13.2B | $31.6B | ||
| Q2 24 | $13.0B | $29.8B |
负债/权益比
MKC
ROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 0.63× | 0.47× | ||
| Q3 25 | 0.67× | — | ||
| Q2 25 | 0.69× | — | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 0.73× | 0.40× | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | 0.77× | — |
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 | $542.0M | — |
| 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 | — | 0.5% |
| 现金转化率经营现金流/净利润 | 2.39× | — |
| 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
MKC
ROP
| Q1 26 | — | — | ||
| Q4 25 | $542.0M | $738.0M | ||
| Q3 25 | $258.8M | $869.5M | ||
| Q2 25 | $45.9M | $404.1M | ||
| Q1 25 | $115.5M | $528.7M | ||
| Q4 24 | $458.7M | $722.2M | ||
| Q3 24 | $161.7M | $755.4M | ||
| Q2 24 | $163.1M | $384.1M |
自由现金流
MKC
ROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | — | — | ||
| Q3 25 | $206.1M | — | ||
| Q2 25 | $-2.4M | — | ||
| Q1 25 | $78.4M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $102.7M | — | ||
| Q2 24 | $94.8M | — |
自由现金流率
MKC
ROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | — | — | ||
| Q3 25 | 11.9% | — | ||
| Q2 25 | -0.1% | — | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 6.1% | — | ||
| Q2 24 | 5.8% | — |
资本支出强度
MKC
ROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | 3.1% | — | ||
| Q2 25 | 2.9% | — | ||
| Q1 25 | 2.3% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.5% | — | ||
| Q2 24 | 4.2% | — |
现金转化率
MKC
ROP
| Q1 26 | — | — | ||
| Q4 25 | 2.39× | 1.72× | ||
| Q3 25 | 1.15× | 2.18× | ||
| Q2 25 | 0.26× | 1.07× | ||
| Q1 25 | 0.71× | 1.60× | ||
| Q4 24 | 2.13× | 1.56× | ||
| Q3 24 | 0.72× | 2.05× | ||
| Q2 24 | 0.89× | 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
MKC
| Consumer | $1.1B | 61% |
| Flavor Solutions | $723.1M | 39% |
ROP
暂无分部数据