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NCR Atleos Corp(NATL)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NCR Atleos Corp的1.8倍($2.1B vs $1.2B),Roper Technologies净利率更高(15.8% vs 7.2%,领先8.6%),Roper Technologies同比增速更快(11.3% vs 4.0%),Roper Technologies自由现金流更多($507.0M vs $194.0M),过去两年Roper Technologies的营收复合增速更高(10.5% vs 4.9%)
NCR Atleos Corp 前身为NCR公司(National Cash Register),是全球知名的软件、咨询与技术企业,提供多元专业服务与电子产品,业务覆盖自助服务 kiosk、销售点终端、自动柜员机、支票处理系统、条码扫描器等商用软硬件的研发与生产,服务全球各行业客户的数字化运营需求。
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。
NATL vs ROP — 直观对比
营收规模更大
ROP
是对方的1.8倍
$1.2B
营收增速更快
ROP
高出7.3%
4.0%
净利率更高
ROP
高出8.6%
7.2%
自由现金流更多
ROP
多$313.0M
$194.0M
两年增速更快
ROP
近两年复合增速
4.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.2B | $2.1B |
| 净利润 | $83.0M | $331.0M |
| 毛利率 | — | 69.4% |
| 营业利润率 | 13.5% | 27.2% |
| 净利率 | 7.2% | 15.8% |
| 营收同比 | 4.0% | 11.3% |
| 净利润同比 | 102.4% | 53.7% |
| 每股收益(稀释后) | $1.09 | $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
NATL
ROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.2B | $2.1B | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $1.1B | $1.9B | ||
| Q1 25 | $979.0M | $1.9B | ||
| Q4 24 | $1.1B | $1.9B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.1B | $1.7B |
净利润
NATL
ROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $83.0M | $428.4M | ||
| Q3 25 | $26.0M | $398.5M | ||
| Q2 25 | $39.0M | $378.3M | ||
| Q1 25 | $14.0M | $331.1M | ||
| Q4 24 | $41.0M | $462.3M | ||
| Q3 24 | $21.0M | $367.9M | ||
| Q2 24 | $27.0M | $337.1M |
毛利率
NATL
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
NATL
ROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 13.5% | 28.6% | ||
| Q3 25 | 9.8% | 28.4% | ||
| Q2 25 | 10.8% | 28.2% | ||
| Q1 25 | 9.5% | 27.9% | ||
| Q4 24 | 13.4% | 28.0% | ||
| Q3 24 | 10.6% | 28.1% | ||
| Q2 24 | 9.8% | 28.8% |
净利率
NATL
ROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 7.2% | 20.8% | ||
| Q3 25 | 2.3% | 19.8% | ||
| Q2 25 | 3.5% | 19.5% | ||
| Q1 25 | 1.4% | 17.6% | ||
| Q4 24 | 3.7% | 24.6% | ||
| Q3 24 | 2.0% | 20.8% | ||
| Q2 24 | 2.5% | 19.6% |
每股收益(稀释后)
NATL
ROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $1.09 | $3.97 | ||
| Q3 25 | $0.34 | $3.68 | ||
| Q2 25 | $0.52 | $3.49 | ||
| Q1 25 | $0.19 | $3.06 | ||
| Q4 24 | $0.56 | $4.29 | ||
| Q3 24 | $0.28 | $3.40 | ||
| Q2 24 | $0.37 | $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 | $456.0M | $382.9M |
| 总债务越低越好 | $2.7B | $9.7B |
| 股东权益账面价值 | $403.0M | $18.8B |
| 总资产 | $5.7B | $34.6B |
| 负债/权益比越低杠杆越低 | 6.63× | 0.52× |
8季度趋势,按日历期对齐
现金及短期投资
NATL
ROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $456.0M | $297.4M | ||
| Q3 25 | $412.0M | $320.0M | ||
| Q2 25 | $357.0M | $242.4M | ||
| Q1 25 | $352.0M | $372.8M | ||
| Q4 24 | $419.0M | $188.2M | ||
| Q3 24 | $395.0M | $269.6M | ||
| Q2 24 | $374.0M | $251.5M |
总债务
NATL
ROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $2.7B | $9.3B | ||
| Q3 25 | $2.8B | — | ||
| Q2 25 | $2.8B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.9B | $7.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
NATL
ROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $403.0M | $19.9B | ||
| Q3 25 | $330.0M | $20.0B | ||
| Q2 25 | $350.0M | $19.6B | ||
| Q1 25 | $275.0M | $19.2B | ||
| Q4 24 | $219.0M | $18.9B | ||
| Q3 24 | $264.0M | $18.5B | ||
| Q2 24 | $250.0M | $18.1B |
总资产
NATL
ROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $5.7B | $34.6B | ||
| Q3 25 | $5.7B | $34.6B | ||
| Q2 25 | $5.8B | $33.2B | ||
| Q1 25 | $5.7B | $31.4B | ||
| Q4 24 | $5.5B | $31.3B | ||
| Q3 24 | $5.7B | $31.6B | ||
| Q2 24 | $5.8B | $29.8B |
负债/权益比
NATL
ROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 6.63× | 0.47× | ||
| Q3 25 | 8.45× | — | ||
| Q2 25 | 8.05× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 13.05× | 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 | $231.0M | — |
| 自由现金流经营现金流 - 资本支出 | $194.0M | $507.0M |
| 自由现金流率自由现金流/营收 | 16.8% | 24.2% |
| 资本支出强度资本支出/营收 | 3.2% | 0.5% |
| 现金转化率经营现金流/净利润 | 2.78× | — |
| 过去12个月自由现金流最近4个季度 | $239.0M | — |
8季度趋势,按日历期对齐
经营现金流
NATL
ROP
| Q1 26 | — | — | ||
| Q4 25 | $231.0M | $738.0M | ||
| Q3 25 | $25.0M | $869.5M | ||
| Q2 25 | $-23.0M | $404.1M | ||
| Q1 25 | $123.0M | $528.7M | ||
| Q4 24 | $80.0M | $722.2M | ||
| Q3 24 | $107.0M | $755.4M | ||
| Q2 24 | $9.0M | $384.1M |
自由现金流
NATL
ROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $194.0M | — | ||
| Q3 25 | $-5.0M | — | ||
| Q2 25 | $-44.0M | — | ||
| Q1 25 | $94.0M | — | ||
| Q4 24 | $62.0M | — | ||
| Q3 24 | $85.0M | — | ||
| Q2 24 | $-14.0M | — |
自由现金流率
NATL
ROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 16.8% | — | ||
| Q3 25 | -0.4% | — | ||
| Q2 25 | -4.0% | — | ||
| Q1 25 | 9.6% | — | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 7.9% | — | ||
| Q2 24 | -1.3% | — |
资本支出强度
NATL
ROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 3.2% | — | ||
| Q3 25 | 2.7% | — | ||
| Q2 25 | 1.9% | — | ||
| Q1 25 | 3.0% | — | ||
| Q4 24 | 1.6% | — | ||
| Q3 24 | 2.1% | — | ||
| Q2 24 | 2.1% | — |
现金转化率
NATL
ROP
| Q1 26 | — | — | ||
| Q4 25 | 2.78× | 1.72× | ||
| Q3 25 | 0.96× | 2.18× | ||
| Q2 25 | -0.59× | 1.07× | ||
| Q1 25 | 8.79× | 1.60× | ||
| Q4 24 | 1.95× | 1.56× | ||
| Q3 24 | 5.10× | 2.05× | ||
| Q2 24 | 0.33× | 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
NATL
| Services | $848.0M | 74% |
| APJ | $136.0M | 12% |
| Americas Excluding United States | $135.0M | 12% |
| TT | $44.0M | 4% |
ROP
暂无分部数据