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NVR, Inc.（NVR）与Roper Technologies（ROP）财务数据对比。点击上方公司名可切换其他公司
NVR, Inc.的季度营收约是Roper Technologies的1.3倍（$2.7B vs $2.1B），Roper Technologies净利率更高（15.8% vs 13.4%，领先2.4%），Roper Technologies同比增速更快（11.3% vs -4.7%），Roper Technologies自由现金流更多（$507.0M vs $436.0M），过去两年Roper Technologies的营收复合增速更高（10.5% vs 7.8%）
NVR, Inc.是总部位于美国弗吉尼亚州雷斯顿的知名住宅建造企业，同时运营抵押贷款银行及产权服务相关业务。公司业务主要布局美国东海岸，覆盖14个州及华盛顿特区，2021年有22%的营收来自华盛顿大都会区。
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。
NVR vs ROP — 直观对比
营收规模更大
NVR
是对方的1.3倍
$2.1B
营收增速更快
ROP
高出16.0%
-4.7%
净利率更高
ROP
高出2.4%
13.4%
自由现金流更多
ROP
多$71.0M
$436.0M
两年增速更快
ROP
近两年复合增速
7.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $2.1B |
| 净利润 | $363.8M | $331.0M |
| 毛利率 | — | 69.4% |
| 营业利润率 | — | 27.2% |
| 净利率 | 13.4% | 15.8% |
| 营收同比 | -4.7% | 11.3% |
| 净利润同比 | -20.5% | 53.7% |
| 每股收益（稀释后） | $120.85 | $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NVRROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.7B | $2.1B | ||
| Q3 25 | $2.6B | $2.0B | ||
| Q2 25 | $2.6B | $1.9B | ||
| Q1 25 | $2.4B | $1.9B | ||
| Q4 24 | $2.8B | $1.9B | ||
| Q3 24 | $2.7B | $1.8B | ||
| Q2 24 | $2.6B | $1.7B |
净利润NVRROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $363.8M | $428.4M | ||
| Q3 25 | $342.7M | $398.5M | ||
| Q2 25 | $333.7M | $378.3M | ||
| Q1 25 | $299.6M | $331.1M | ||
| Q4 24 | $457.4M | $462.3M | ||
| Q3 24 | $429.3M | $367.9M | ||
| Q2 24 | $400.9M | $337.1M |
毛利率NVRROP
| 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NVRROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | — | 28.6% | ||
| Q3 25 | — | 28.4% | ||
| Q2 25 | — | 28.2% | ||
| Q1 25 | — | 27.9% | ||
| Q4 24 | — | 28.0% | ||
| Q3 24 | — | 28.1% | ||
| Q2 24 | — | 28.8% |
净利率NVRROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 13.4% | 20.8% | ||
| Q3 25 | 13.1% | 19.8% | ||
| Q2 25 | 12.8% | 19.5% | ||
| Q1 25 | 12.5% | 17.6% | ||
| Q4 24 | 16.1% | 24.6% | ||
| Q3 24 | 15.7% | 20.8% | ||
| Q2 24 | 15.3% | 19.6% |
每股收益（稀释后）NVRROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $120.85 | $3.97 | ||
| Q3 25 | $112.33 | $3.68 | ||
| Q2 25 | $108.54 | $3.49 | ||
| Q1 25 | $94.83 | $3.06 | ||
| Q4 24 | $139.09 | $4.29 | ||
| Q3 24 | $130.50 | $3.40 | ||
| Q2 24 | $120.69 | $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 | — | $382.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $3.9B | $18.8B |
| 总资产 | $5.9B | $34.6B |
| 负债/权益比越低杠杆越低 | — | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资NVRROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | — | $297.4M | ||
| Q3 25 | — | $320.0M | ||
| Q2 25 | — | $242.4M | ||
| Q1 25 | — | $372.8M | ||
| Q4 24 | — | $188.2M | ||
| Q3 24 | — | $269.6M | ||
| Q2 24 | — | $251.5M |
总债务NVRROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | — | $9.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益NVRROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $3.9B | $19.9B | ||
| Q3 25 | $4.0B | $20.0B | ||
| Q2 25 | $3.8B | $19.6B | ||
| Q1 25 | $4.0B | $19.2B | ||
| Q4 24 | $4.2B | $18.9B | ||
| Q3 24 | $4.3B | $18.5B | ||
| Q2 24 | $4.1B | $18.1B |
总资产NVRROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $5.9B | $34.6B | ||
| Q3 25 | $6.0B | $34.6B | ||
| Q2 25 | $5.9B | $33.2B | ||
| Q1 25 | $6.2B | $31.4B | ||
| Q4 24 | $6.4B | $31.3B | ||
| Q3 24 | $6.5B | $31.6B | ||
| Q2 24 | $6.4B | $29.8B |
负债/权益比NVRROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 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 | $439.7M | — |
| 自由现金流经营现金流 - 资本支出 | $436.0M | $507.0M |
| 自由现金流率自由现金流/营收 | 16.1% | 24.2% |
| 资本支出强度资本支出/营收 | 0.1% | 0.5% |
| 现金转化率经营现金流/净利润 | 1.21× | — |
| 过去12个月自由现金流最近4个季度 | $1.1B | — |
8季度趋势，按日历期对齐
经营现金流NVRROP
| Q1 26 | — | — | ||
| Q4 25 | $439.7M | $738.0M | ||
| Q3 25 | $438.7M | $869.5M | ||
| Q2 25 | $35.1M | $404.1M | ||
| Q1 25 | $207.8M | $528.7M | ||
| Q4 24 | $637.0M | $722.2M | ||
| Q3 24 | $358.3M | $755.4M | ||
| Q2 24 | $232.7M | $384.1M |
自由现金流NVRROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $436.0M | — | ||
| Q3 25 | $433.3M | — | ||
| Q2 25 | $26.8M | — | ||
| Q1 25 | $200.7M | — | ||
| Q4 24 | $631.5M | — | ||
| Q3 24 | $350.1M | — | ||
| Q2 24 | $226.3M | — |
自由现金流率NVRROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 16.1% | — | ||
| Q3 25 | 16.6% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 8.4% | — | ||
| Q4 24 | 22.2% | — | ||
| Q3 24 | 12.8% | — | ||
| Q2 24 | 8.7% | — |
资本支出强度NVRROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 0.1% | — | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 0.3% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 0.3% | — | ||
| Q2 24 | 0.2% | — |
现金转化率NVRROP
| Q1 26 | — | — | ||
| Q4 25 | 1.21× | 1.72× | ||
| Q3 25 | 1.28× | 2.18× | ||
| Q2 25 | 0.11× | 1.07× | ||
| Q1 25 | 0.69× | 1.60× | ||
| Q4 24 | 1.39× | 1.56× | ||
| Q3 24 | 0.83× | 2.05× | ||
| Q2 24 | 0.58× | 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
NVR
| Home Building Segment | $2.6B | 97% |
| Mortgage Banking Segment | $77.4M | 3% |
ROP
暂无分部数据
