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Realty Income（O）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Realty Income的1.4倍（$2.1B vs $1.5B），Realty Income净利率更高（19.9% vs 15.8%，领先4.1%），Roper Technologies同比增速更快（11.3% vs 11.0%），Realty Income自由现金流更多（$1.2B vs $507.0M），过去两年Roper Technologies的营收复合增速更高（10.5% vs 8.6%）
Realty Income是一家房地产投资信托企业，投资范围覆盖美国、英国及欧洲其他六个国家的独立单租户商业地产，旗下物业普遍采用三重净租约模式。公司注册地为美国马里兰州，总部位于加利福尼亚州圣迭戈市。
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。
O vs ROP — 直观对比
营收规模更大
ROP
是对方的1.4倍
$1.5B
营收增速更快
ROP
高出0.3%
11.0%
净利率更高
O
高出4.1%
15.8%
自由现金流更多
O
多$647.0M
$507.0M
两年增速更快
ROP
近两年复合增速
8.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $2.1B |
| 净利润 | $296.1M | $331.0M |
| 毛利率 | — | 69.4% |
| 营业利润率 | 21.7% | 27.2% |
| 净利率 | 19.9% | 15.8% |
| 营收同比 | 11.0% | 11.3% |
| 净利润同比 | 48.3% | 53.7% |
| 每股收益（稀释后） | $0.32 | $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OROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.5B | $2.1B | ||
| Q3 25 | $1.5B | $2.0B | ||
| Q2 25 | $1.4B | $1.9B | ||
| Q1 25 | $1.4B | $1.9B | ||
| Q4 24 | $1.3B | $1.9B | ||
| Q3 24 | $1.3B | $1.8B | ||
| Q2 24 | $1.3B | $1.7B |
净利润OROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $296.1M | $428.4M | ||
| Q3 25 | $315.8M | $398.5M | ||
| Q2 25 | $196.9M | $378.3M | ||
| Q1 25 | $249.8M | $331.1M | ||
| Q4 24 | $199.6M | $462.3M | ||
| Q3 24 | $269.5M | $367.9M | ||
| Q2 24 | $259.4M | $337.1M |
毛利率OROP
| 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OROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 21.7% | 28.6% | ||
| Q3 25 | 23.2% | 28.4% | ||
| Q2 25 | 15.8% | 28.2% | ||
| Q1 25 | 19.3% | 27.9% | ||
| Q4 24 | 16.5% | 28.0% | ||
| Q3 24 | 21.5% | 28.1% | ||
| Q2 24 | 20.7% | 28.8% |
净利率OROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 19.9% | 20.8% | ||
| Q3 25 | 21.5% | 19.8% | ||
| Q2 25 | 14.0% | 19.5% | ||
| Q1 25 | 18.1% | 17.6% | ||
| Q4 24 | 14.9% | 24.6% | ||
| Q3 24 | 20.2% | 20.8% | ||
| Q2 24 | 19.4% | 19.6% |
每股收益（稀释后）OROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $0.32 | $3.97 | ||
| Q3 25 | $0.35 | $3.68 | ||
| Q2 25 | $0.22 | $3.49 | ||
| Q1 25 | $0.28 | $3.06 | ||
| Q4 24 | $0.23 | $4.29 | ||
| Q3 24 | $0.30 | $3.40 | ||
| Q2 24 | $0.29 | $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 | $434.8M | $382.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $39.4B | $18.8B |
| 总资产 | $72.8B | $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OROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $434.8M | $297.4M | ||
| Q3 25 | $417.2M | $320.0M | ||
| Q2 25 | $800.4M | $242.4M | ||
| Q1 25 | $319.0M | $372.8M | ||
| Q4 24 | $445.0M | $188.2M | ||
| Q3 24 | $397.0M | $269.6M | ||
| Q2 24 | $442.8M | $251.5M |
总债务OROP
| 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OROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $39.4B | $19.9B | ||
| Q3 25 | $39.1B | $20.0B | ||
| Q2 25 | $39.2B | $19.6B | ||
| Q1 25 | $39.0B | $19.2B | ||
| Q4 24 | $38.8B | $18.9B | ||
| Q3 24 | $38.5B | $18.5B | ||
| Q2 24 | $38.6B | $18.1B |
总资产OROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $72.8B | $34.6B | ||
| Q3 25 | $71.3B | $34.6B | ||
| Q2 25 | $71.4B | $33.2B | ||
| Q1 25 | $69.8B | $31.4B | ||
| Q4 24 | $68.8B | $31.3B | ||
| Q3 24 | $68.5B | $31.6B | ||
| Q2 24 | $68.1B | $29.8B |
负债/权益比OROP
| 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 | $1.2B | — |
| 自由现金流经营现金流 - 资本支出 | $1.2B | $507.0M |
| 自由现金流率自由现金流/营收 | 77.6% | 24.2% |
| 资本支出强度资本支出/营收 | 3.3% | 0.5% |
| 现金转化率经营现金流/净利润 | 4.06× | — |
| 过去12个月自由现金流最近4个季度 | $3.9B | — |
8季度趋势，按日历期对齐
经营现金流OROP
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $738.0M | ||
| Q3 25 | $943.1M | $869.5M | ||
| Q2 25 | $1.1B | $404.1M | ||
| Q1 25 | $787.5M | $528.7M | ||
| Q4 24 | $972.0M | $722.2M | ||
| Q3 24 | $841.5M | $755.4M | ||
| Q2 24 | $981.2M | $384.1M |
自由现金流OROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $909.9M | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $764.6M | — | ||
| Q4 24 | $935.8M | — | ||
| Q3 24 | $807.9M | — | ||
| Q2 24 | $939.2M | — |
自由现金流率OROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 77.6% | — | ||
| Q3 25 | 61.9% | — | ||
| Q2 25 | 73.3% | — | ||
| Q1 25 | 55.4% | — | ||
| Q4 24 | 69.8% | — | ||
| Q3 24 | 60.7% | — | ||
| Q2 24 | 70.1% | — |
资本支出强度OROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 3.3% | — | ||
| Q3 25 | 2.3% | — | ||
| Q2 25 | 1.9% | — | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 3.1% | — |
现金转化率OROP
| Q1 26 | — | — | ||
| Q4 25 | 4.06× | 1.72× | ||
| Q3 25 | 2.99× | 2.18× | ||
| Q2 25 | 5.39× | 1.07× | ||
| Q1 25 | 3.15× | 1.60× | ||
| Q4 24 | 4.87× | 1.56× | ||
| Q3 24 | 3.12× | 2.05× | ||
| Q2 24 | 3.78× | 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
O
| Product And Service Retail | $900.8M | 61% |
| Other | $531.5M | 36% |
ROP
暂无分部数据
