vs
百济神州（ONC）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的季度营收约是百济神州的1.4倍（$2.1B vs $1.5B），Roper Technologies净利率更高（15.8% vs 4.4%，领先11.4%），百济神州同比增速更快（32.8% vs 11.3%），Roper Technologies自由现金流更多（$507.0M vs $379.8M），过去两年百济神州的营收复合增速更高（41.2% vs 10.5%）
BeOne Medicines（原百济神州）是一家跨国肿瘤领域制药企业，专注于癌症治疗创新药物的研发与商业化，致力于为全球癌症患者提供更有效、可及性更高的治疗方案，改善患者的生存质量与预后。
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。
ONC 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
ONC
高出21.6%
11.3%
净利率更高
ROP
高出11.4%
4.4%
自由现金流更多
ROP
多$127.2M
$379.8M
两年增速更快
ONC
近两年复合增速
10.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $2.1B |
| 净利润 | $66.5M | $331.0M |
| 毛利率 | 90.5% | 69.4% |
| 营业利润率 | 12.4% | 27.2% |
| 净利率 | 4.4% | 15.8% |
| 营收同比 | 32.8% | 11.3% |
| 净利润同比 | 143.8% | 842.6% |
| 每股收益（稀释后） | $0.05 | $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ONCROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.5B | $2.1B | ||
| Q3 25 | $1.4B | $2.0B | ||
| Q2 25 | $1.3B | $1.9B | ||
| Q1 25 | $1.1B | $1.9B | ||
| Q4 24 | $1.1B | $1.9B | ||
| Q3 24 | $1.0B | $1.8B | ||
| Q2 24 | $929.2M | $1.7B |
净利润ONCROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $66.5M | $428.4M | ||
| Q3 25 | $124.8M | $398.5M | ||
| Q2 25 | $94.3M | $378.3M | ||
| Q1 25 | $1.3M | $331.1M | ||
| Q4 24 | $-151.9M | $462.3M | ||
| Q3 24 | $-121.3M | $367.9M | ||
| Q2 24 | $-120.4M | $337.1M |
毛利率ONCROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 90.5% | 69.5% | ||
| Q3 25 | 86.1% | 69.5% | ||
| Q2 25 | 87.5% | 69.2% | ||
| Q1 25 | 85.2% | 68.7% | ||
| Q4 24 | 85.8% | 68.3% | ||
| Q3 24 | 83.0% | 69.2% | ||
| Q2 24 | 85.1% | 69.5% |
营业利润率ONCROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 12.4% | 28.6% | ||
| Q3 25 | 11.5% | 28.4% | ||
| Q2 25 | 6.7% | 28.2% | ||
| Q1 25 | 1.0% | 27.9% | ||
| Q4 24 | -7.0% | 28.0% | ||
| Q3 24 | -12.0% | 28.1% | ||
| Q2 24 | -11.5% | 28.8% |
净利率ONCROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 4.4% | 20.8% | ||
| Q3 25 | 8.8% | 19.8% | ||
| Q2 25 | 7.2% | 19.5% | ||
| Q1 25 | 0.1% | 17.6% | ||
| Q4 24 | -13.5% | 24.6% | ||
| Q3 24 | -12.1% | 20.8% | ||
| Q2 24 | -13.0% | 19.6% |
每股收益（稀释后）ONCROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $0.05 | $3.97 | ||
| Q3 25 | $0.08 | $3.68 | ||
| Q2 25 | $0.06 | $3.49 | ||
| Q1 25 | $0.00 | $3.06 | ||
| Q4 24 | $-0.10 | $4.29 | ||
| Q3 24 | $-0.09 | $3.40 | ||
| Q2 24 | $-0.09 | $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 | $4.5B | $382.9M |
| 总债务越低越好 | $836.4M | $9.7B |
| 股东权益账面价值 | $4.4B | $18.8B |
| 总资产 | $8.2B | $34.6B |
| 负债/权益比越低杠杆越低 | 0.19× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资ONCROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $4.5B | $297.4M | ||
| Q3 25 | $4.0B | $320.0M | ||
| Q2 25 | $2.8B | $242.4M | ||
| Q1 25 | $2.5B | $372.8M | ||
| Q4 24 | $2.6B | $188.2M | ||
| Q3 24 | $2.7B | $269.6M | ||
| Q2 24 | $2.6B | $251.5M |
总债务ONCROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $836.4M | $9.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ONCROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $4.4B | $19.9B | ||
| Q3 25 | $4.1B | $20.0B | ||
| Q2 25 | $3.8B | $19.6B | ||
| Q1 25 | $3.5B | $19.2B | ||
| Q4 24 | $3.3B | $18.9B | ||
| Q3 24 | $3.4B | $18.5B | ||
| Q2 24 | $3.4B | $18.1B |
总资产ONCROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $8.2B | $34.6B | ||
| Q3 25 | $7.6B | $34.6B | ||
| Q2 25 | $6.3B | $33.2B | ||
| Q1 25 | $5.8B | $31.4B | ||
| Q4 24 | $5.9B | $31.3B | ||
| Q3 24 | $5.8B | $31.6B | ||
| Q2 24 | $5.7B | $29.8B |
负债/权益比ONCROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 0.19× | 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 | $417.3M | — |
| 自由现金流经营现金流 - 资本支出 | $379.8M | $507.0M |
| 自由现金流率自由现金流/营收 | 25.4% | 24.2% |
| 资本支出强度资本支出/营收 | 2.5% | 0.5% |
| 现金转化率经营现金流/净利润 | 6.28× | — |
| 过去12个月自由现金流最近4个季度 | $941.7M | — |
8季度趋势，按日历期对齐
经营现金流ONCROP
| Q1 26 | — | — | ||
| Q4 25 | $417.3M | $738.0M | ||
| Q3 25 | $402.6M | $869.5M | ||
| Q2 25 | $263.6M | $404.1M | ||
| Q1 25 | $44.1M | $528.7M | ||
| Q4 24 | $75.2M | $722.2M | ||
| Q3 24 | $188.4M | $755.4M | ||
| Q2 24 | $-95.6M | $384.1M |
自由现金流ONCROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $379.8M | — | ||
| Q3 25 | $354.5M | — | ||
| Q2 25 | $219.8M | — | ||
| Q1 25 | $-12.3M | — | ||
| Q4 24 | $-17.3M | — | ||
| Q3 24 | $54.7M | — | ||
| Q2 24 | $-205.5M | — |
自由现金流率ONCROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 25.4% | — | ||
| Q3 25 | 25.1% | — | ||
| Q2 25 | 16.7% | — | ||
| Q1 25 | -1.1% | — | ||
| Q4 24 | -1.5% | — | ||
| Q3 24 | 5.5% | — | ||
| Q2 24 | -22.1% | — |
资本支出强度ONCROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 2.5% | — | ||
| Q3 25 | 3.4% | — | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 5.0% | — | ||
| Q4 24 | 8.2% | — | ||
| Q3 24 | 13.3% | — | ||
| Q2 24 | 11.8% | — |
现金转化率ONCROP
| Q1 26 | — | — | ||
| Q4 25 | 6.28× | 1.72× | ||
| Q3 25 | 3.22× | 2.18× | ||
| Q2 25 | 2.79× | 1.07× | ||
| Q1 25 | 34.71× | 1.60× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | — | 2.05× | ||
| Q2 24 | — | 1.14× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
