vs
NetApp（NTAP）与Rollins, Inc.（ROL）财务数据对比。点击上方公司名可切换其他公司
NetApp的季度营收约是Rollins, Inc.的1.9倍（$1.7B vs $906.4M），NetApp净利率更高（17.9% vs 11.9%，领先6.0%），Rollins, Inc.同比增速更快（10.2% vs 2.8%），Rollins, Inc.自由现金流更多（$111.2M vs $78.0M），过去两年NetApp的营收复合增速更高（3.0% vs 0.8%）
NetApp是总部位于美国加利福尼亚州圣何塞的企业级数据基础设施服务商，成立于1992年，2012至2021年连续入选《财富》世界500强。公司面向全球企业客户提供统一数据存储、集成数据服务及云运营解决方案，可满足线上线下全场景的应用与数据管理需求。
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。
NTAP vs ROL — 直观对比
营收规模更大
NTAP
是对方的1.9倍
$906.4M
营收增速更快
ROL
高出7.4%
2.8%
净利率更高
NTAP
高出6.0%
11.9%
自由现金流更多
ROL
多$33.2M
$78.0M
两年增速更快
NTAP
近两年复合增速
0.8%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $906.4M |
| 净利润 | $305.0M | $107.8M |
| 毛利率 | 72.0% | — |
| 营业利润率 | 23.4% | 16.1% |
| 净利率 | 17.9% | 11.9% |
| 营收同比 | 2.8% | 10.2% |
| 净利润同比 | 2.0% | 2.5% |
| 每股收益（稀释后） | $1.51 | $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NTAPROL
| Q1 26 | — | $906.4M | ||
| Q4 25 | $1.7B | $912.9M | ||
| Q3 25 | $1.6B | $1.0B | ||
| Q2 25 | $1.7B | $999.5M | ||
| Q1 25 | $1.6B | $822.5M | ||
| Q4 24 | $1.7B | $832.2M | ||
| Q3 24 | $1.5B | $916.3M | ||
| Q2 24 | $1.7B | $891.9M |
净利润NTAPROL
| Q1 26 | — | $107.8M | ||
| Q4 25 | $305.0M | $116.4M | ||
| Q3 25 | $233.0M | $163.5M | ||
| Q2 25 | $340.0M | $141.5M | ||
| Q1 25 | $299.0M | $105.2M | ||
| Q4 24 | $299.0M | $105.7M | ||
| Q3 24 | $248.0M | $136.9M | ||
| Q2 24 | $291.0M | $129.4M |
毛利率NTAPROL
| Q1 26 | — | — | ||
| Q4 25 | 72.0% | — | ||
| Q3 25 | 70.4% | — | ||
| Q2 25 | 68.9% | — | ||
| Q1 25 | 69.8% | — | ||
| Q4 24 | 71.0% | — | ||
| Q3 24 | 71.3% | — | ||
| Q2 24 | 70.5% | — |
营业利润率NTAPROL
| Q1 26 | — | 16.1% | ||
| Q4 25 | 23.4% | 17.5% | ||
| Q3 25 | 19.8% | 21.9% | ||
| Q2 25 | 20.1% | 19.8% | ||
| Q1 25 | 22.1% | 17.3% | ||
| Q4 24 | 20.8% | 18.1% | ||
| Q3 24 | 18.3% | 20.9% | ||
| Q2 24 | 21.9% | 20.4% |
净利率NTAPROL
| Q1 26 | — | 11.9% | ||
| Q4 25 | 17.9% | 12.8% | ||
| Q3 25 | 14.9% | 15.9% | ||
| Q2 25 | 19.6% | 14.2% | ||
| Q1 25 | 18.2% | 12.8% | ||
| Q4 24 | 18.0% | 12.7% | ||
| Q3 24 | 16.1% | 14.9% | ||
| Q2 24 | 17.4% | 14.5% |
每股收益（稀释后）NTAPROL
| Q1 26 | — | $0.22 | ||
| Q4 25 | $1.51 | $0.24 | ||
| Q3 25 | $1.15 | $0.34 | ||
| Q2 25 | $1.64 | $0.29 | ||
| Q1 25 | $1.44 | $0.22 | ||
| Q4 24 | $1.42 | $0.22 | ||
| Q3 24 | $1.17 | $0.28 | ||
| Q2 24 | $1.36 | $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 | $3.0B | $116.5M |
| 总债务越低越好 | $2.5B | $650.6M |
| 股东权益账面价值 | $986.0M | $1.4B |
| 总资产 | $9.6B | $3.2B |
| 负债/权益比越低杠杆越低 | 2.52× | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资NTAPROL
| Q1 26 | — | $116.5M | ||
| Q4 25 | $3.0B | $100.0M | ||
| Q3 25 | $3.3B | $127.4M | ||
| Q2 25 | $3.8B | $123.0M | ||
| Q1 25 | $2.3B | $201.2M | ||
| Q4 24 | $2.2B | $89.6M | ||
| Q3 24 | $3.0B | $95.3M | ||
| Q2 24 | $3.3B | $106.7M |
总债务NTAPROL
| Q1 26 | — | $650.6M | ||
| Q4 25 | $2.5B | $486.1M | ||
| Q3 25 | $2.5B | $485.7M | ||
| Q2 25 | $3.2B | $485.3M | ||
| Q1 25 | $2.0B | $485.5M | ||
| Q4 24 | $2.0B | $395.3M | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — |
股东权益NTAPROL
| Q1 26 | — | $1.4B | ||
| Q4 25 | $986.0M | $1.4B | ||
| Q3 25 | $975.0M | $1.5B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $995.0M | $1.4B | ||
| Q4 24 | $892.0M | $1.3B | ||
| Q3 24 | $929.0M | $1.3B | ||
| Q2 24 | $1.1B | $1.2B |
总资产NTAPROL
| Q1 26 | — | $3.2B | ||
| Q4 25 | $9.6B | $3.1B | ||
| Q3 25 | $9.7B | $3.2B | ||
| Q2 25 | $10.8B | $3.2B | ||
| Q1 25 | $9.0B | $2.9B | ||
| Q4 24 | $9.0B | $2.8B | ||
| Q3 24 | $9.3B | $2.8B | ||
| Q2 24 | $9.9B | $2.8B |
负债/权益比NTAPROL
| Q1 26 | — | 0.47× | ||
| Q4 25 | 2.52× | 0.35× | ||
| Q3 25 | 2.55× | 0.32× | ||
| Q2 25 | 3.11× | 0.34× | ||
| Q1 25 | 2.00× | 0.36× | ||
| Q4 24 | 2.23× | 0.30× | ||
| Q3 24 | 2.58× | — | ||
| Q2 24 | 2.09× | — |
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 | $127.0M | $118.4M |
| 自由现金流经营现金流 - 资本支出 | $78.0M | $111.2M |
| 自由现金流率自由现金流/营收 | 4.6% | 12.3% |
| 资本支出强度资本支出/营收 | 2.9% | 0.8% |
| 现金转化率经营现金流/净利润 | 0.42× | 1.10× |
| 过去12个月自由现金流最近4个季度 | — | $621.1M |
8季度趋势，按日历期对齐
经营现金流NTAPROL
| Q1 26 | — | $118.4M | ||
| Q4 25 | $127.0M | $164.7M | ||
| Q3 25 | $673.0M | $191.3M | ||
| Q2 25 | — | $175.1M | ||
| Q1 25 | $385.0M | $146.9M | ||
| Q4 24 | — | $188.2M | ||
| Q3 24 | $341.0M | $146.9M | ||
| Q2 24 | $613.0M | $145.1M |
自由现金流NTAPROL
| Q1 26 | — | $111.2M | ||
| Q4 25 | $78.0M | $159.0M | ||
| Q3 25 | $620.0M | $182.8M | ||
| Q2 25 | — | $168.0M | ||
| Q1 25 | $338.0M | $140.1M | ||
| Q4 24 | — | $184.0M | ||
| Q3 24 | $300.0M | $139.4M | ||
| Q2 24 | $567.0M | $136.4M |
自由现金流率NTAPROL
| Q1 26 | — | 12.3% | ||
| Q4 25 | 4.6% | 17.4% | ||
| Q3 25 | 39.8% | 17.8% | ||
| Q2 25 | — | 16.8% | ||
| Q1 25 | 20.6% | 17.0% | ||
| Q4 24 | — | 22.1% | ||
| Q3 24 | 19.5% | 15.2% | ||
| Q2 24 | 34.0% | 15.3% |
资本支出强度NTAPROL
| Q1 26 | — | 0.8% | ||
| Q4 25 | 2.9% | 0.6% | ||
| Q3 25 | 3.4% | 0.8% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | 2.9% | 0.8% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | 2.7% | 0.8% | ||
| Q2 24 | 2.8% | 1.0% |
现金转化率NTAPROL
| Q1 26 | — | 1.10× | ||
| Q4 25 | 0.42× | 1.41× | ||
| Q3 25 | 2.89× | 1.17× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | 1.29× | 1.40× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | 1.38× | 1.07× | ||
| Q2 24 | 2.11× | 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
NTAP
| Products | $788.0M | 46% |
| Support | $647.0M | 38% |
| Public Cloud Segment | $171.0M | 10% |
| Professional And Other Services | $99.0M | 6% |
ROL
暂无分部数据
