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MASTEC INC(MTZ)与Roper Technologies(ROP)财务数据对比。点击上方公司名可切换其他公司
MASTEC INC的季度营收约是Roper Technologies的1.9倍($3.9B vs $2.1B),Roper Technologies净利率更高(15.8% vs 3.6%,领先12.2%),MASTEC INC同比增速更快(15.8% vs 11.3%),Roper Technologies自由现金流更多($507.0M vs $292.5M),过去两年MASTEC INC的营收复合增速更高(21.1% vs 10.5%)
MasTec Inc是总部位于美国佛罗里达州科勒尔盖布尔斯的基础设施工程建设企业,面向能源、公用事业及通信领域提供基础设施的设计、施工、安装、运维与升级服务,客户主要来自公用事业、通信及政府行业。
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。
MTZ vs ROP — 直观对比
营收规模更大
MTZ
是对方的1.9倍
$2.1B
营收增速更快
MTZ
高出4.5%
11.3%
净利率更高
ROP
高出12.2%
3.6%
自由现金流更多
ROP
多$214.5M
$292.5M
两年增速更快
MTZ
近两年复合增速
10.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $3.9B | $2.1B |
| 净利润 | $142.7M | $331.0M |
| 毛利率 | — | 69.4% |
| 营业利润率 | 4.4% | 27.2% |
| 净利率 | 3.6% | 15.8% |
| 营收同比 | 15.8% | 11.3% |
| 净利润同比 | 90.9% | 842.6% |
| 每股收益(稀释后) | $1.81 | $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
MTZ
ROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $3.9B | $2.1B | ||
| Q3 25 | $4.0B | $2.0B | ||
| Q2 25 | $3.5B | $1.9B | ||
| Q1 25 | $2.8B | $1.9B | ||
| Q4 24 | $3.4B | $1.9B | ||
| Q3 24 | $3.3B | $1.8B | ||
| Q2 24 | $3.0B | $1.7B |
净利润
MTZ
ROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $142.7M | $428.4M | ||
| Q3 25 | $160.7M | $398.5M | ||
| Q2 25 | $85.8M | $378.3M | ||
| Q1 25 | $9.9M | $331.1M | ||
| Q4 24 | $74.7M | $462.3M | ||
| Q3 24 | $95.2M | $367.9M | ||
| Q2 24 | $34.0M | $337.1M |
毛利率
MTZ
ROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | — | 69.5% | ||
| Q3 25 | — | 69.5% | ||
| Q2 25 | — | 69.2% | ||
| Q1 25 | — | 68.7% | ||
| Q4 24 | — | 68.3% | ||
| Q3 24 | — | 69.2% | ||
| Q2 24 | — | 69.5% |
营业利润率
MTZ
ROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 4.4% | 28.6% | ||
| Q3 25 | 5.3% | 28.4% | ||
| Q2 25 | 3.4% | 28.2% | ||
| Q1 25 | 0.3% | 27.9% | ||
| Q4 24 | 2.8% | 28.0% | ||
| Q3 24 | 4.2% | 28.1% | ||
| Q2 24 | 2.1% | 28.8% |
净利率
MTZ
ROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 3.6% | 20.8% | ||
| Q3 25 | 4.0% | 19.8% | ||
| Q2 25 | 2.4% | 19.5% | ||
| Q1 25 | 0.3% | 17.6% | ||
| Q4 24 | 2.2% | 24.6% | ||
| Q3 24 | 2.9% | 20.8% | ||
| Q2 24 | 1.1% | 19.6% |
每股收益(稀释后)
MTZ
ROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $1.81 | $3.97 | ||
| Q3 25 | $2.04 | $3.68 | ||
| Q2 25 | $1.09 | $3.49 | ||
| Q1 25 | $0.13 | $3.06 | ||
| Q4 24 | $0.95 | $4.29 | ||
| Q3 24 | $1.21 | $3.40 | ||
| Q2 24 | $0.43 | $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 | $396.0M | $382.9M |
| 总债务越低越好 | $2.2B | $9.7B |
| 股东权益账面价值 | $3.3B | $18.8B |
| 总资产 | $9.9B | $34.6B |
| 负债/权益比越低杠杆越低 | 0.67× | 0.52× |
8季度趋势,按日历期对齐
现金及短期投资
MTZ
ROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $396.0M | $297.4M | ||
| Q3 25 | $231.4M | $320.0M | ||
| Q2 25 | $191.1M | $242.4M | ||
| Q1 25 | $345.7M | $372.8M | ||
| Q4 24 | $399.9M | $188.2M | ||
| Q3 24 | $181.2M | $269.6M | ||
| Q2 24 | $297.6M | $251.5M |
总债务
MTZ
ROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $2.2B | $9.3B | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | $7.6B | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.4B | — |
股东权益
MTZ
ROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $3.3B | $19.9B | ||
| Q3 25 | $3.1B | $20.0B | ||
| Q2 25 | $2.9B | $19.6B | ||
| Q1 25 | $2.9B | $19.2B | ||
| Q4 24 | $2.9B | $18.9B | ||
| Q3 24 | $2.8B | $18.5B | ||
| Q2 24 | $2.7B | $18.1B |
总资产
MTZ
ROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $9.9B | $34.6B | ||
| Q3 25 | $9.7B | $34.6B | ||
| Q2 25 | $9.1B | $33.2B | ||
| Q1 25 | $8.9B | $31.4B | ||
| Q4 24 | $9.0B | $31.3B | ||
| Q3 24 | $8.8B | $31.6B | ||
| Q2 24 | $8.7B | $29.8B |
负债/权益比
MTZ
ROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 0.67× | 0.47× | ||
| Q3 25 | 0.71× | — | ||
| Q2 25 | 0.71× | — | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 0.70× | 0.40× | ||
| Q3 24 | 0.76× | — | ||
| Q2 24 | 0.87× | — |
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 | $372.7M | — |
| 自由现金流经营现金流 - 资本支出 | $292.5M | $507.0M |
| 自由现金流率自由现金流/营收 | 7.4% | 24.2% |
| 资本支出强度资本支出/营收 | 2.0% | 0.5% |
| 现金转化率经营现金流/净利润 | 2.61× | — |
| 过去12个月自由现金流最近4个季度 | $285.7M | — |
8季度趋势,按日历期对齐
经营现金流
MTZ
ROP
| Q1 26 | — | — | ||
| Q4 25 | $372.7M | $738.0M | ||
| Q3 25 | $89.0M | $869.5M | ||
| Q2 25 | $5.6M | $404.1M | ||
| Q1 25 | $78.4M | $528.7M | ||
| Q4 24 | $471.7M | $722.2M | ||
| Q3 24 | $277.7M | $755.4M | ||
| Q2 24 | $264.4M | $384.1M |
自由现金流
MTZ
ROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $292.5M | — | ||
| Q3 25 | $20.3M | — | ||
| Q2 25 | $-58.2M | — | ||
| Q1 25 | $31.1M | — | ||
| Q4 24 | $423.4M | — | ||
| Q3 24 | $234.1M | — | ||
| Q2 24 | $232.9M | — |
自由现金流率
MTZ
ROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 7.4% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | -1.6% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 12.4% | — | ||
| Q3 24 | 7.2% | — | ||
| Q2 24 | 7.9% | — |
资本支出强度
MTZ
ROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 2.0% | — | ||
| Q3 25 | 1.7% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 1.3% | — | ||
| Q2 24 | 1.1% | — |
现金转化率
MTZ
ROP
| Q1 26 | — | — | ||
| Q4 25 | 2.61× | 1.72× | ||
| Q3 25 | 0.55× | 2.18× | ||
| Q2 25 | 0.07× | 1.07× | ||
| Q1 25 | 7.91× | 1.60× | ||
| Q4 24 | 6.31× | 1.56× | ||
| Q3 24 | 2.92× | 2.05× | ||
| Q2 24 | 7.78× | 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
MTZ
| Clean Energy And Infrastructure | $1.3B | 33% |
| Power Delivery | $1.1B | 28% |
| Communications | $906.7M | 23% |
| Pipeline Infrastructure | $643.8M | 16% |
ROP
暂无分部数据