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明晟（MSCI）与Rollins, Inc.（ROL）财务数据对比。点击上方公司名可切换其他公司
Rollins, Inc.的季度营收约是明晟的1.1倍（$906.4M vs $822.5M），明晟净利率更高（34.6% vs 11.9%，领先22.7%），明晟同比增速更快（10.6% vs 10.2%），明晟自由现金流更多（$488.7M vs $111.2M），过去两年明晟的营收复合增速更高（10.0% vs 0.8%）
MSCI（明晟）是总部位于美国纽约的金融服务企业，为全球市场提供股票、固定收益、房地产指数、多资产组合分析工具及ESG、气候金融相关产品，旗下运营MSCI全球指数、MSCI新兴市场指数、MSCI全球所有国家（ACWI）指数等多款知名指数产品。
Rollins, Inc.是北美知名虫害防治服务商，面向住宅及商业客户提供专业防控服务。公司依托Orkin、HomeTeam Pest Defense等多家全资子公司布局全球业务，覆盖北美、英国等市场，在民用及商用虫害治理领域具备深厚的行业积累与品牌优势。
MSCI vs ROL — 直观对比
营收规模更大
ROL
是对方的1.1倍
$822.5M
营收增速更快
MSCI
高出0.4%
10.2%
净利率更高
MSCI
高出22.7%
11.9%
自由现金流更多
MSCI
多$377.5M
$111.2M
两年增速更快
MSCI
近两年复合增速
0.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $822.5M | $906.4M |
| 净利润 | $284.7M | $107.8M |
| 毛利率 | — | — |
| 营业利润率 | 56.4% | 16.1% |
| 净利率 | 34.6% | 11.9% |
| 营收同比 | 10.6% | 10.2% |
| 净利润同比 | -6.8% | 2.5% |
| 每股收益（稀释后） | $3.81 | $0.22 |
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MSCIROL
| Q1 26 | — | $906.4M | ||
| Q4 25 | $822.5M | $912.9M | ||
| Q3 25 | $793.4M | $1.0B | ||
| Q2 25 | $772.7M | $999.5M | ||
| Q1 25 | $745.8M | $822.5M | ||
| Q4 24 | $743.5M | $832.2M | ||
| Q3 24 | $724.7M | $916.3M | ||
| Q2 24 | $707.9M | $891.9M |
净利润MSCIROL
| Q1 26 | — | $107.8M | ||
| Q4 25 | $284.7M | $116.4M | ||
| Q3 25 | $325.4M | $163.5M | ||
| Q2 25 | $303.6M | $141.5M | ||
| Q1 25 | $288.6M | $105.2M | ||
| Q4 24 | $305.5M | $105.7M | ||
| Q3 24 | $280.9M | $136.9M | ||
| Q2 24 | $266.8M | $129.4M |
营业利润率MSCIROL
| Q1 26 | — | 16.1% | ||
| Q4 25 | 56.4% | 17.5% | ||
| Q3 25 | 56.4% | 21.9% | ||
| Q2 25 | 55.0% | 19.8% | ||
| Q1 25 | 50.6% | 17.3% | ||
| Q4 24 | 54.5% | 18.1% | ||
| Q3 24 | 55.4% | 20.9% | ||
| Q2 24 | 54.0% | 20.4% |
净利率MSCIROL
| Q1 26 | — | 11.9% | ||
| Q4 25 | 34.6% | 12.8% | ||
| Q3 25 | 41.0% | 15.9% | ||
| Q2 25 | 39.3% | 14.2% | ||
| Q1 25 | 38.7% | 12.8% | ||
| Q4 24 | 41.1% | 12.7% | ||
| Q3 24 | 38.8% | 14.9% | ||
| Q2 24 | 37.7% | 14.5% |
每股收益（稀释后）MSCIROL
| Q1 26 | — | $0.22 | ||
| Q4 25 | $3.81 | $0.24 | ||
| Q3 25 | $4.25 | $0.34 | ||
| Q2 25 | $3.92 | $0.29 | ||
| Q1 25 | $3.71 | $0.22 | ||
| Q4 24 | $3.89 | $0.22 | ||
| Q3 24 | $3.57 | $0.28 | ||
| Q2 24 | $3.37 | $0.27 |
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 | $515.3M | $116.5M |
| 总债务越低越好 | $6.2B | $650.6M |
| 股东权益账面价值 | $-2.7B | $1.4B |
| 总资产 | $5.7B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资MSCIROL
| Q1 26 | — | $116.5M | ||
| Q4 25 | $515.3M | $100.0M | ||
| Q3 25 | $400.1M | $127.4M | ||
| Q2 25 | $347.3M | $123.0M | ||
| Q1 25 | $360.7M | $201.2M | ||
| Q4 24 | $409.4M | $89.6M | ||
| Q3 24 | $501.0M | $95.3M | ||
| Q2 24 | $451.4M | $106.7M |
总债务MSCIROL
| Q1 26 | — | $650.6M | ||
| Q4 25 | $6.2B | $486.1M | ||
| Q3 25 | $5.5B | $485.7M | ||
| Q2 25 | $4.5B | $485.3M | ||
| Q1 25 | $4.5B | $485.5M | ||
| Q4 24 | $4.5B | $395.3M | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $4.5B | — |
股东权益MSCIROL
| Q1 26 | — | $1.4B | ||
| Q4 25 | $-2.7B | $1.4B | ||
| Q3 25 | $-1.9B | $1.5B | ||
| Q2 25 | $-886.2M | $1.4B | ||
| Q1 25 | $-958.6M | $1.4B | ||
| Q4 24 | $-940.0M | $1.3B | ||
| Q3 24 | $-751.0M | $1.3B | ||
| Q2 24 | $-734.5M | $1.2B |
总资产MSCIROL
| Q1 26 | — | $3.2B | ||
| Q4 25 | $5.7B | $3.1B | ||
| Q3 25 | $5.4B | $3.2B | ||
| Q2 25 | $5.4B | $3.2B | ||
| Q1 25 | $5.3B | $2.9B | ||
| Q4 24 | $5.4B | $2.8B | ||
| Q3 24 | $5.4B | $2.8B | ||
| Q2 24 | $5.5B | $2.8B |
负债/权益比MSCIROL
| Q1 26 | — | 0.47× | ||
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.36× | ||
| Q4 24 | — | 0.30× | ||
| 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 | $501.1M | $118.4M |
| 自由现金流经营现金流 - 资本支出 | $488.7M | $111.2M |
| 自由现金流率自由现金流/营收 | 59.4% | 12.3% |
| 资本支出强度资本支出/营收 | 1.5% | 0.8% |
| 现金转化率经营现金流/净利润 | 1.76× | 1.10× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $621.1M |
8季度趋势，按日历期对齐
经营现金流MSCIROL
| Q1 26 | — | $118.4M | ||
| Q4 25 | $501.1M | $164.7M | ||
| Q3 25 | $449.4M | $191.3M | ||
| Q2 25 | $336.1M | $175.1M | ||
| Q1 25 | $301.7M | $146.9M | ||
| Q4 24 | $430.6M | $188.2M | ||
| Q3 24 | $421.6M | $146.9M | ||
| Q2 24 | $349.2M | $145.1M |
自由现金流MSCIROL
| Q1 26 | — | $111.2M | ||
| Q4 25 | $488.7M | $159.0M | ||
| Q3 25 | $445.5M | $182.8M | ||
| Q2 25 | $324.7M | $168.0M | ||
| Q1 25 | $290.2M | $140.1M | ||
| Q4 24 | $416.4M | $184.0M | ||
| Q3 24 | $415.0M | $139.4M | ||
| Q2 24 | $340.6M | $136.4M |
自由现金流率MSCIROL
| Q1 26 | — | 12.3% | ||
| Q4 25 | 59.4% | 17.4% | ||
| Q3 25 | 56.2% | 17.8% | ||
| Q2 25 | 42.0% | 16.8% | ||
| Q1 25 | 38.9% | 17.0% | ||
| Q4 24 | 56.0% | 22.1% | ||
| Q3 24 | 57.3% | 15.2% | ||
| Q2 24 | 48.1% | 15.3% |
资本支出强度MSCIROL
| Q1 26 | — | 0.8% | ||
| Q4 25 | 1.5% | 0.6% | ||
| Q3 25 | 0.5% | 0.8% | ||
| Q2 25 | 1.5% | 0.7% | ||
| Q1 25 | 1.5% | 0.8% | ||
| Q4 24 | 1.9% | 0.5% | ||
| Q3 24 | 0.9% | 0.8% | ||
| Q2 24 | 1.2% | 1.0% |
现金转化率MSCIROL
| Q1 26 | — | 1.10× | ||
| Q4 25 | 1.76× | 1.41× | ||
| Q3 25 | 1.38× | 1.17× | ||
| Q2 25 | 1.11× | 1.24× | ||
| Q1 25 | 1.05× | 1.40× | ||
| Q4 24 | 1.41× | 1.78× | ||
| Q3 24 | 1.50× | 1.07× | ||
| Q2 24 | 1.31× | 1.12× |
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
MSCI
| Recurring Subscriptions | $246.4M | 30% |
| Asset Based Fees | $211.7M | 26% |
| Analytics Segment | $182.3M | 22% |
| Sustainability And Climate Segment | $90.3M | 11% |
| Other | $70.9M | 9% |
| Non Recurring | $21.1M | 3% |
ROL
暂无分部数据
