vs
通用电气医疗(OPCH)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的季度营收约是通用电气医疗的1.5倍($2.1B vs $1.4B),Roper Technologies净利率更高(15.8% vs 3.6%,领先12.2%),通用电气医疗同比增速更快(12.2% vs 11.3%),Roper Technologies自由现金流更多($507.0M vs $130.2M),过去两年通用电气医疗的营收复合增速更高(13.0% vs 10.5%)
通用电气医疗是总部位于美国伊利诺伊州芝加哥的医疗科技企业,旗下设四大业务板块:医学影像(含分子成像、CT、磁共振、女性健康筛查及X线设备)、超声、患者护理解决方案(覆盖远程患者监测、麻醉呼吸护理、心脏病诊断、婴儿护理等)及制药相关业务。
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。
OPCH vs ROP — 直观对比
营收规模更大
ROP
是对方的1.5倍
$1.4B
营收增速更快
OPCH
高出1.0%
11.3%
净利率更高
ROP
高出12.2%
3.6%
自由现金流更多
ROP
多$376.8M
$130.2M
两年增速更快
OPCH
近两年复合增速
10.5%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $2.1B |
| 净利润 | $51.8M | $331.0M |
| 毛利率 | 19.0% | 69.4% |
| 营业利润率 | 5.9% | 27.2% |
| 净利率 | 3.6% | 15.8% |
| 营收同比 | 12.2% | 11.3% |
| 净利润同比 | -3.8% | 842.6% |
| 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
OPCH
ROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | $1.4B | $2.0B | ||
| Q2 25 | $1.4B | $1.9B | ||
| Q1 25 | $1.3B | $1.9B | ||
| Q4 24 | $1.3B | $1.9B | ||
| Q3 24 | $1.3B | $1.8B | ||
| Q2 24 | $1.2B | $1.7B |
净利润
OPCH
ROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | — | $428.4M | ||
| Q3 25 | $51.8M | $398.5M | ||
| Q2 25 | $50.5M | $378.3M | ||
| Q1 25 | $46.7M | $331.1M | ||
| Q4 24 | $60.1M | $462.3M | ||
| Q3 24 | $53.9M | $367.9M | ||
| Q2 24 | $53.0M | $337.1M |
毛利率
OPCH
ROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | — | 69.5% | ||
| Q3 25 | 19.0% | 69.5% | ||
| Q2 25 | 19.0% | 69.2% | ||
| Q1 25 | 19.7% | 68.7% | ||
| Q4 24 | 21.3% | 68.3% | ||
| Q3 24 | 20.1% | 69.2% | ||
| Q2 24 | 20.3% | 69.5% |
营业利润率
OPCH
ROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | — | 28.6% | ||
| Q3 25 | 5.9% | 28.4% | ||
| Q2 25 | 5.8% | 28.2% | ||
| Q1 25 | 5.9% | 27.9% | ||
| Q4 24 | 6.9% | 28.0% | ||
| Q3 24 | 6.7% | 28.1% | ||
| Q2 24 | 6.6% | 28.8% |
净利率
OPCH
ROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | — | 20.8% | ||
| Q3 25 | 3.6% | 19.8% | ||
| Q2 25 | 3.6% | 19.5% | ||
| Q1 25 | 3.5% | 17.6% | ||
| Q4 24 | 4.8% | 24.6% | ||
| Q3 24 | 4.2% | 20.8% | ||
| Q2 24 | 4.3% | 19.6% |
每股收益(稀释后)
OPCH
ROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | — | $3.97 | ||
| Q3 25 | $0.32 | $3.68 | ||
| Q2 25 | $0.31 | $3.49 | ||
| Q1 25 | $0.28 | $3.06 | ||
| Q4 24 | $0.36 | $4.29 | ||
| Q3 24 | $0.31 | $3.40 | ||
| Q2 24 | $0.30 | $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 | $309.8M | $382.9M |
| 总债务越低越好 | $1.2B | $9.7B |
| 股东权益账面价值 | $1.4B | $18.8B |
| 总资产 | $3.5B | $34.6B |
| 负债/权益比越低杠杆越低 | 0.86× | 0.52× |
8季度趋势,按日历期对齐
现金及短期投资
OPCH
ROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | — | $297.4M | ||
| Q3 25 | $309.8M | $320.0M | ||
| Q2 25 | $198.8M | $242.4M | ||
| Q1 25 | $171.4M | $372.8M | ||
| Q4 24 | $412.6M | $188.2M | ||
| Q3 24 | $483.0M | $269.6M | ||
| Q2 24 | $376.9M | $251.5M |
总债务
OPCH
ROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | — | $9.3B | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | $7.6B | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — |
股东权益
OPCH
ROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | — | $19.9B | ||
| Q3 25 | $1.4B | $20.0B | ||
| Q2 25 | $1.4B | $19.6B | ||
| Q1 25 | $1.4B | $19.2B | ||
| Q4 24 | $1.4B | $18.9B | ||
| Q3 24 | $1.4B | $18.5B | ||
| Q2 24 | $1.4B | $18.1B |
总资产
OPCH
ROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | — | $34.6B | ||
| Q3 25 | $3.5B | $34.6B | ||
| Q2 25 | $3.4B | $33.2B | ||
| Q1 25 | $3.3B | $31.4B | ||
| Q4 24 | $3.4B | $31.3B | ||
| Q3 24 | $3.4B | $31.6B | ||
| Q2 24 | $3.3B | $29.8B |
负债/权益比
OPCH
ROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | — | 0.47× | ||
| Q3 25 | 0.86× | — | ||
| Q2 25 | 0.82× | — | ||
| Q1 25 | 0.82× | — | ||
| Q4 24 | 0.79× | 0.40× | ||
| Q3 24 | 0.78× | — | ||
| Q2 24 | 0.79× | — |
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 | $139.4M | — |
| 自由现金流经营现金流 - 资本支出 | $130.2M | $507.0M |
| 自由现金流率自由现金流/营收 | 9.1% | 24.2% |
| 资本支出强度资本支出/营收 | 0.6% | 0.5% |
| 现金转化率经营现金流/净利润 | 2.69× | — |
| 过去12个月自由现金流最近4个季度 | $220.7M | — |
8季度趋势,按日历期对齐
经营现金流
OPCH
ROP
| Q1 26 | — | — | ||
| Q4 25 | — | $738.0M | ||
| Q3 25 | $139.4M | $869.5M | ||
| Q2 25 | $90.3M | $404.1M | ||
| Q1 25 | $-7.2M | $528.7M | ||
| Q4 24 | $36.1M | $722.2M | ||
| Q3 24 | $160.4M | $755.4M | ||
| Q2 24 | $195.7M | $384.1M |
自由现金流
OPCH
ROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | — | — | ||
| Q3 25 | $130.2M | — | ||
| Q2 25 | $81.2M | — | ||
| Q1 25 | $-16.6M | — | ||
| Q4 24 | $25.8M | — | ||
| Q3 24 | $150.7M | — | ||
| Q2 24 | $185.9M | — |
自由现金流率
OPCH
ROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | — | — | ||
| Q3 25 | 9.1% | — | ||
| Q2 25 | 5.7% | — | ||
| Q1 25 | -1.2% | — | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 11.8% | — | ||
| Q2 24 | 15.1% | — |
资本支出强度
OPCH
ROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | 0.7% | — | ||
| Q4 24 | 0.8% | — | ||
| Q3 24 | 0.8% | — | ||
| Q2 24 | 0.8% | — |
现金转化率
OPCH
ROP
| Q1 26 | — | — | ||
| Q4 25 | — | 1.72× | ||
| Q3 25 | 2.69× | 2.18× | ||
| Q2 25 | 1.79× | 1.07× | ||
| Q1 25 | -0.15× | 1.60× | ||
| Q4 24 | 0.60× | 1.56× | ||
| Q3 24 | 2.98× | 2.05× | ||
| Q2 24 | 3.69× | 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
OPCH
| Commercial Customer | $1.3B | 87% |
| Government Customer | $172.8M | 12% |
| Patient Customer | $10.1M | 1% |
| Corporate Joint Venture | $1.9M | 0% |
ROP
暂无分部数据