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欧文斯科宁（OC）与Roper Technologies（ROP）财务数据对比。点击上方公司名可切换其他公司
欧文斯科宁的季度营收约是Roper Technologies的1.0倍（$2.1B vs $2.1B），Roper Technologies净利率更高（15.8% vs -13.9%，领先29.7%），Roper Technologies同比增速更快（11.3% vs -24.6%），Roper Technologies自由现金流更多（$507.0M vs $333.0M），过去两年Roper Technologies的营收复合增速更高（10.5% vs -3.5%）
欧文斯科宁是美国知名建材及复合材料企业，1935年由康宁玻璃厂与欧文斯-伊利诺伊公司合资组建。主营保温材料、屋面材料、玻璃纤维复合材料及相关产品，是全球最大的玻璃纤维复合材料生产商，全球员工约1.9万人，自1955年《财富》500强榜单创立以来连年上榜。
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。
OC vs ROP — 直观对比
营收规模更大
OC
是对方的1.0倍
$2.1B
营收增速更快
ROP
高出35.9%
-24.6%
净利率更高
ROP
高出29.7%
-13.9%
自由现金流更多
ROP
多$174.0M
$333.0M
两年增速更快
ROP
近两年复合增速
-3.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $2.1B |
| 净利润 | $-298.0M | $331.0M |
| 毛利率 | 23.2% | 69.4% |
| 营业利润率 | -10.5% | 27.2% |
| 净利率 | -13.9% | 15.8% |
| 营收同比 | -24.6% | 11.3% |
| 净利润同比 | -15.5% | 842.6% |
| 每股收益（稀释后） | $-3.47 | $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OCROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.1B | $2.1B | ||
| Q3 25 | $2.7B | $2.0B | ||
| Q2 25 | $2.7B | $1.9B | ||
| Q1 25 | $2.5B | $1.9B | ||
| Q4 24 | $2.8B | $1.9B | ||
| Q3 24 | $3.0B | $1.8B | ||
| Q2 24 | $2.8B | $1.7B |
净利润OCROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $-298.0M | $428.4M | ||
| Q3 25 | $-494.0M | $398.5M | ||
| Q2 25 | $363.0M | $378.3M | ||
| Q1 25 | $-93.0M | $331.1M | ||
| Q4 24 | $-258.0M | $462.3M | ||
| Q3 24 | $321.0M | $367.9M | ||
| Q2 24 | $285.0M | $337.1M |
毛利率OCROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 23.2% | 69.5% | ||
| Q3 25 | 28.2% | 69.5% | ||
| Q2 25 | 31.2% | 69.2% | ||
| Q1 25 | 28.7% | 68.7% | ||
| Q4 24 | 28.1% | 68.3% | ||
| Q3 24 | 29.8% | 69.2% | ||
| Q2 24 | 31.1% | 69.5% |
营业利润率OCROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | -10.5% | 28.6% | ||
| Q3 25 | -12.2% | 28.4% | ||
| Q2 25 | 18.4% | 28.2% | ||
| Q1 25 | 16.1% | 27.9% | ||
| Q4 24 | -8.5% | 28.0% | ||
| Q3 24 | 16.7% | 28.1% | ||
| Q2 24 | 16.4% | 28.8% |
净利率OCROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | -13.9% | 20.8% | ||
| Q3 25 | -18.4% | 19.8% | ||
| Q2 25 | 13.2% | 19.5% | ||
| Q1 25 | -3.7% | 17.6% | ||
| Q4 24 | -9.1% | 24.6% | ||
| Q3 24 | 10.5% | 20.8% | ||
| Q2 24 | 10.2% | 19.6% |
每股收益（稀释后）OCROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $-3.47 | $3.97 | ||
| Q3 25 | $-5.92 | $3.68 | ||
| Q2 25 | $4.25 | $3.49 | ||
| Q1 25 | $-1.08 | $3.06 | ||
| Q4 24 | $-2.92 | $4.29 | ||
| Q3 24 | $3.65 | $3.40 | ||
| Q2 24 | $3.24 | $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 | $345.0M | $382.9M |
| 总债务越低越好 | $4.7B | $9.7B |
| 股东权益账面价值 | $3.9B | $18.8B |
| 总资产 | $13.0B | $34.6B |
| 负债/权益比越低杠杆越低 | 1.22× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资OCROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $345.0M | $297.4M | ||
| Q3 25 | $286.0M | $320.0M | ||
| Q2 25 | $230.0M | $242.4M | ||
| Q1 25 | $400.0M | $372.8M | ||
| Q4 24 | $361.0M | $188.2M | ||
| Q3 24 | $499.0M | $269.6M | ||
| Q2 24 | $254.0M | $251.5M |
总债务OCROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $4.7B | $9.3B | ||
| Q3 25 | $4.7B | — | ||
| Q2 25 | $5.1B | — | ||
| Q1 25 | $5.0B | — | ||
| Q4 24 | $5.1B | $7.6B | ||
| Q3 24 | $5.0B | — | ||
| Q2 24 | $5.0B | — |
股东权益OCROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $3.9B | $19.9B | ||
| Q3 25 | $4.4B | $20.0B | ||
| Q2 25 | $5.2B | $19.6B | ||
| Q1 25 | $4.9B | $19.2B | ||
| Q4 24 | $5.1B | $18.9B | ||
| Q3 24 | $5.6B | $18.5B | ||
| Q2 24 | $5.5B | $18.1B |
总资产OCROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $13.0B | $34.6B | ||
| Q3 25 | $13.5B | $34.6B | ||
| Q2 25 | $14.5B | $33.2B | ||
| Q1 25 | $14.3B | $31.4B | ||
| Q4 24 | $14.1B | $31.3B | ||
| Q3 24 | $15.1B | $31.6B | ||
| Q2 24 | $15.0B | $29.8B |
负债/权益比OCROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 1.22× | 0.47× | ||
| Q3 25 | 1.06× | — | ||
| Q2 25 | 0.98× | — | ||
| Q1 25 | 1.03× | — | ||
| Q4 24 | 1.01× | 0.40× | ||
| Q3 24 | 0.89× | — | ||
| Q2 24 | 0.92× | — |
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 | $590.0M | — |
| 自由现金流经营现金流 - 资本支出 | $333.0M | $507.0M |
| 自由现金流率自由现金流/营收 | 15.5% | 24.2% |
| 资本支出强度资本支出/营收 | 12.0% | 0.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $962.0M | — |
8季度趋势，按日历期对齐
经营现金流OCROP
| Q1 26 | — | — | ||
| Q4 25 | $590.0M | $738.0M | ||
| Q3 25 | $918.0M | $869.5M | ||
| Q2 25 | $327.0M | $404.1M | ||
| Q1 25 | $-49.0M | $528.7M | ||
| Q4 24 | $676.0M | $722.2M | ||
| Q3 24 | $699.0M | $755.4M | ||
| Q2 24 | $493.0M | $384.1M |
自由现金流OCROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $333.0M | — | ||
| Q3 25 | $752.0M | — | ||
| Q2 25 | $129.0M | — | ||
| Q1 25 | $-252.0M | — | ||
| Q4 24 | $479.0M | — | ||
| Q3 24 | $558.0M | — | ||
| Q2 24 | $336.0M | — |
自由现金流率OCROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 15.5% | — | ||
| Q3 25 | 28.0% | — | ||
| Q2 25 | 4.7% | — | ||
| Q1 25 | -10.0% | — | ||
| Q4 24 | 16.9% | — | ||
| Q3 24 | 18.3% | — | ||
| Q2 24 | 12.0% | — |
资本支出强度OCROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 12.0% | — | ||
| Q3 25 | 6.2% | — | ||
| Q2 25 | 7.2% | — | ||
| Q1 25 | 8.0% | — | ||
| Q4 24 | 6.9% | — | ||
| Q3 24 | 4.6% | — | ||
| Q2 24 | 5.6% | — |
现金转化率OCROP
| Q1 26 | — | — | ||
| Q4 25 | — | 1.72× | ||
| Q3 25 | — | 2.18× | ||
| Q2 25 | 0.90× | 1.07× | ||
| Q1 25 | — | 1.60× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | 2.18× | 2.05× | ||
| Q2 24 | 1.73× | 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
OC
| Insulation | $724.0M | 34% |
| Residential | $625.0M | 29% |
| Doors | $427.0M | 20% |
| Discontinued Operations Disposed Of By Sale | $299.0M | 14% |
| Commercial And Industrial Sector | $101.0M | 5% |
ROP
暂无分部数据
