vs
诺信（NDSN）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.的季度营收约是诺信的1.2倍（$906.4M vs $751.8M），诺信净利率更高（20.2% vs 11.9%，领先8.3%），Rollins, Inc.同比增速更快（10.2% vs 1.0%），诺信自由现金流更多（$193.9M vs $111.2M），过去两年诺信的营收复合增速更高（9.0% vs 0.8%）
诺信（Nordson Corporation）是总部位于美国的跨国企业，专业设计生产民用及工业场景使用的胶粘剂、密封剂、涂料喷涂设备，同时生产电子元器件检测设备、固化及表面处理技术系统，还布局了医疗设备与组件技术相关业务。
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。
NDSN vs ROL — 直观对比
营收规模更大
ROL
是对方的1.2倍
$751.8M
营收增速更快
ROL
高出9.2%
1.0%
净利率更高
NDSN
高出8.3%
11.9%
自由现金流更多
NDSN
多$82.6M
$111.2M
两年增速更快
NDSN
近两年复合增速
0.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $751.8M | $906.4M |
| 净利润 | $151.6M | $107.8M |
| 毛利率 | 56.3% | — |
| 营业利润率 | 28.5% | 16.1% |
| 净利率 | 20.2% | 11.9% |
| 营收同比 | 1.0% | 10.2% |
| 净利润同比 | 24.1% | 2.5% |
| 每股收益（稀释后） | $2.67 | $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NDSNROL
| Q1 26 | — | $906.4M | ||
| Q4 25 | $751.8M | $912.9M | ||
| Q3 25 | $741.5M | $1.0B | ||
| Q2 25 | $682.9M | $999.5M | ||
| Q1 25 | $615.4M | $822.5M | ||
| Q4 24 | $744.5M | $832.2M | ||
| Q3 24 | $661.6M | $916.3M | ||
| Q2 24 | $650.6M | $891.9M |
净利润NDSNROL
| Q1 26 | — | $107.8M | ||
| Q4 25 | $151.6M | $116.4M | ||
| Q3 25 | $125.8M | $163.5M | ||
| Q2 25 | $112.4M | $141.5M | ||
| Q1 25 | $94.7M | $105.2M | ||
| Q4 24 | $122.2M | $105.7M | ||
| Q3 24 | $117.3M | $136.9M | ||
| Q2 24 | $118.2M | $129.4M |
毛利率NDSNROL
| Q1 26 | — | — | ||
| Q4 25 | 56.3% | — | ||
| Q3 25 | 54.8% | — | ||
| Q2 25 | 54.7% | — | ||
| Q1 25 | 54.6% | — | ||
| Q4 24 | 54.1% | — | ||
| Q3 24 | 55.8% | — | ||
| Q2 24 | 56.2% | — |
营业利润率NDSNROL
| Q1 26 | — | 16.1% | ||
| Q4 25 | 28.5% | 17.5% | ||
| Q3 25 | 25.3% | 21.9% | ||
| Q2 25 | 24.7% | 19.8% | ||
| Q1 25 | 22.9% | 17.3% | ||
| Q4 24 | 24.0% | 18.1% | ||
| Q3 24 | 25.3% | 20.9% | ||
| Q2 24 | 25.9% | 20.4% |
净利率NDSNROL
| Q1 26 | — | 11.9% | ||
| Q4 25 | 20.2% | 12.8% | ||
| Q3 25 | 17.0% | 15.9% | ||
| Q2 25 | 16.5% | 14.2% | ||
| Q1 25 | 15.4% | 12.8% | ||
| Q4 24 | 16.4% | 12.7% | ||
| Q3 24 | 17.7% | 14.9% | ||
| Q2 24 | 18.2% | 14.5% |
每股收益（稀释后）NDSNROL
| Q1 26 | — | $0.22 | ||
| Q4 25 | $2.67 | $0.24 | ||
| Q3 25 | $2.22 | $0.34 | ||
| Q2 25 | $1.97 | $0.29 | ||
| Q1 25 | $1.65 | $0.22 | ||
| Q4 24 | $2.12 | $0.22 | ||
| Q3 24 | $2.04 | $0.28 | ||
| Q2 24 | $2.05 | $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 | $108.4M | $116.5M |
| 总债务越低越好 | $2.0B | $650.6M |
| 股东权益账面价值 | $3.0B | $1.4B |
| 总资产 | $5.9B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.66× | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资NDSNROL
| Q1 26 | — | $116.5M | ||
| Q4 25 | $108.4M | $100.0M | ||
| Q3 25 | $147.8M | $127.4M | ||
| Q2 25 | $130.2M | $123.0M | ||
| Q1 25 | $130.4M | $201.2M | ||
| Q4 24 | $116.0M | $89.6M | ||
| Q3 24 | $165.3M | $95.3M | ||
| Q2 24 | $125.4M | $106.7M |
总债务NDSNROL
| Q1 26 | — | $650.6M | ||
| Q4 25 | $2.0B | $486.1M | ||
| Q3 25 | $2.1B | $485.7M | ||
| Q2 25 | $2.2B | $485.3M | ||
| Q1 25 | $2.2B | $485.5M | ||
| Q4 24 | $2.2B | $395.3M | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.5B | — |
股东权益NDSNROL
| Q1 26 | — | $1.4B | ||
| Q4 25 | $3.0B | $1.4B | ||
| Q3 25 | $3.0B | $1.5B | ||
| Q2 25 | $3.0B | $1.4B | ||
| Q1 25 | $2.9B | $1.4B | ||
| Q4 24 | $2.9B | $1.3B | ||
| Q3 24 | $2.9B | $1.3B | ||
| Q2 24 | $2.8B | $1.2B |
总资产NDSNROL
| Q1 26 | — | $3.2B | ||
| Q4 25 | $5.9B | $3.1B | ||
| Q3 25 | $6.0B | $3.2B | ||
| Q2 25 | $6.1B | $3.2B | ||
| Q1 25 | $5.9B | $2.9B | ||
| Q4 24 | $6.0B | $2.8B | ||
| Q3 24 | $5.2B | $2.8B | ||
| Q2 24 | $5.2B | $2.8B |
负债/权益比NDSNROL
| Q1 26 | — | 0.47× | ||
| Q4 25 | 0.66× | 0.35× | ||
| Q3 25 | 0.71× | 0.32× | ||
| Q2 25 | 0.74× | 0.34× | ||
| Q1 25 | 0.75× | 0.36× | ||
| Q4 24 | 0.75× | 0.30× | ||
| Q3 24 | 0.52× | — | ||
| Q2 24 | 0.55× | — |
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 | $202.9M | $118.4M |
| 自由现金流经营现金流 - 资本支出 | $193.9M | $111.2M |
| 自由现金流率自由现金流/营收 | 25.8% | 12.3% |
| 资本支出强度资本支出/营收 | 1.2% | 0.8% |
| 现金转化率经营现金流/净利润 | 1.34× | 1.10× |
| 过去12个月自由现金流最近4个季度 | $661.1M | $621.1M |
8季度趋势，按日历期对齐
经营现金流NDSNROL
| Q1 26 | — | $118.4M | ||
| Q4 25 | $202.9M | $164.7M | ||
| Q3 25 | $238.0M | $191.3M | ||
| Q2 25 | $119.2M | $175.1M | ||
| Q1 25 | $159.1M | $146.9M | ||
| Q4 24 | $96.4M | $188.2M | ||
| Q3 24 | $164.8M | $146.9M | ||
| Q2 24 | $122.6M | $145.1M |
自由现金流NDSNROL
| Q1 26 | — | $111.2M | ||
| Q4 25 | $193.9M | $159.0M | ||
| Q3 25 | $226.4M | $182.8M | ||
| Q2 25 | $103.1M | $168.0M | ||
| Q1 25 | $137.7M | $140.1M | ||
| Q4 24 | $75.8M | $184.0M | ||
| Q3 24 | $143.0M | $139.4M | ||
| Q2 24 | $108.2M | $136.4M |
自由现金流率NDSNROL
| Q1 26 | — | 12.3% | ||
| Q4 25 | 25.8% | 17.4% | ||
| Q3 25 | 30.5% | 17.8% | ||
| Q2 25 | 15.1% | 16.8% | ||
| Q1 25 | 22.4% | 17.0% | ||
| Q4 24 | 10.2% | 22.1% | ||
| Q3 24 | 21.6% | 15.2% | ||
| Q2 24 | 16.6% | 15.3% |
资本支出强度NDSNROL
| Q1 26 | — | 0.8% | ||
| Q4 25 | 1.2% | 0.6% | ||
| Q3 25 | 1.6% | 0.8% | ||
| Q2 25 | 2.3% | 0.7% | ||
| Q1 25 | 3.5% | 0.8% | ||
| Q4 24 | 2.8% | 0.5% | ||
| Q3 24 | 3.3% | 0.8% | ||
| Q2 24 | 2.2% | 1.0% |
现金转化率NDSNROL
| Q1 26 | — | 1.10× | ||
| Q4 25 | 1.34× | 1.41× | ||
| Q3 25 | 1.89× | 1.17× | ||
| Q2 25 | 1.06× | 1.24× | ||
| Q1 25 | 1.68× | 1.40× | ||
| Q4 24 | 0.79× | 1.78× | ||
| Q3 24 | 1.41× | 1.07× | ||
| Q2 24 | 1.04× | 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
NDSN
| Advanced Technology Systems | $624.5M | 83% |
| Other | $127.3M | 17% |
ROL
暂无分部数据
