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BLUE OWL CAPITAL INC.（OWL）与Rollins, Inc.（ROL）财务数据对比。点击上方公司名可切换其他公司
Rollins, Inc.的季度营收约是BLUE OWL CAPITAL INC.的1.2倍（$906.4M vs $755.6M），Rollins, Inc.净利率更高（11.9% vs 6.3%，领先5.6%），BLUE OWL CAPITAL INC.同比增速更快（19.7% vs 10.2%），BLUE OWL CAPITAL INC.自由现金流更多（$359.1M vs $111.2M），过去两年BLUE OWL CAPITAL INC.的营收复合增速更高（21.3% vs 0.8%）
Blue Owl Capital Inc.是美国另类投资资产管理机构，于纽约证券交易所挂牌上市，股票代码为OWL，总部设在纽约市，在伦敦、迪拜、中国香港等全球多地设有办事处，专注为各类客户提供专业的另类资产管理解决方案。
Rollins, Inc.是北美知名虫害防治服务商，面向住宅及商业客户提供专业防控服务。公司依托Orkin、HomeTeam Pest Defense等多家全资子公司布局全球业务，覆盖北美、英国等市场，在民用及商用虫害治理领域具备深厚的行业积累与品牌优势。
OWL vs ROL — 直观对比
营收规模更大
ROL
是对方的1.2倍
$755.6M
营收增速更快
OWL
高出9.5%
10.2%
净利率更高
ROL
高出5.6%
6.3%
自由现金流更多
OWL
多$247.9M
$111.2M
两年增速更快
OWL
近两年复合增速
0.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $755.6M | $906.4M |
| 净利润 | $47.7M | $107.8M |
| 毛利率 | — | — |
| 营业利润率 | 22.2% | 16.1% |
| 净利率 | 6.3% | 11.9% |
| 营收同比 | 19.7% | 10.2% |
| 净利润同比 | 129.8% | 2.5% |
| 每股收益（稀释后） | $0.07 | $0.22 |
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OWLROL
| Q1 26 | — | $906.4M | ||
| Q4 25 | $755.6M | $912.9M | ||
| Q3 25 | $728.0M | $1.0B | ||
| Q2 25 | $703.1M | $999.5M | ||
| Q1 25 | $683.5M | $822.5M | ||
| Q4 24 | $631.4M | $832.2M | ||
| Q3 24 | $600.9M | $916.3M | ||
| Q2 24 | $549.8M | $891.9M |
净利润OWLROL
| Q1 26 | — | $107.8M | ||
| Q4 25 | $47.7M | $116.4M | ||
| Q3 25 | $6.3M | $163.5M | ||
| Q2 25 | $17.4M | $141.5M | ||
| Q1 25 | $7.4M | $105.2M | ||
| Q4 24 | $20.7M | $105.7M | ||
| Q3 24 | $29.8M | $136.9M | ||
| Q2 24 | $33.9M | $129.4M |
营业利润率OWLROL
| Q1 26 | — | 16.1% | ||
| Q4 25 | 22.2% | 17.5% | ||
| Q3 25 | 7.6% | 21.9% | ||
| Q2 25 | 12.0% | 19.8% | ||
| Q1 25 | 5.9% | 17.3% | ||
| Q4 24 | 11.7% | 18.1% | ||
| Q3 24 | 18.7% | 20.9% | ||
| Q2 24 | 28.4% | 20.4% |
净利率OWLROL
| Q1 26 | — | 11.9% | ||
| Q4 25 | 6.3% | 12.8% | ||
| Q3 25 | 0.9% | 15.9% | ||
| Q2 25 | 2.5% | 14.2% | ||
| Q1 25 | 1.1% | 12.8% | ||
| Q4 24 | 3.3% | 12.7% | ||
| Q3 24 | 5.0% | 14.9% | ||
| Q2 24 | 6.2% | 14.5% |
每股收益（稀释后）OWLROL
| Q1 26 | — | $0.22 | ||
| Q4 25 | $0.07 | $0.24 | ||
| Q3 25 | $0.01 | $0.34 | ||
| Q2 25 | $0.02 | $0.29 | ||
| Q1 25 | $0.00 | $0.22 | ||
| Q4 24 | $0.06 | $0.22 | ||
| Q3 24 | $0.04 | $0.28 | ||
| Q2 24 | $0.06 | $0.27 |
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 | $194.5M | $116.5M |
| 总债务越低越好 | $3.3B | $650.6M |
| 股东权益账面价值 | $2.2B | $1.4B |
| 总资产 | $12.5B | $3.2B |
| 负债/权益比越低杠杆越低 | 1.51× | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资OWLROL
| Q1 26 | — | $116.5M | ||
| Q4 25 | $194.5M | $100.0M | ||
| Q3 25 | $137.3M | $127.4M | ||
| Q2 25 | $117.6M | $123.0M | ||
| Q1 25 | $97.6M | $201.2M | ||
| Q4 24 | $152.1M | $89.6M | ||
| Q3 24 | $115.9M | $95.3M | ||
| Q2 24 | $436.8M | $106.7M |
总债务OWLROL
| Q1 26 | — | $650.6M | ||
| Q4 25 | $3.3B | $486.1M | ||
| Q3 25 | $3.2B | $485.7M | ||
| Q2 25 | $3.2B | $485.3M | ||
| Q1 25 | $3.2B | $485.5M | ||
| Q4 24 | $2.6B | $395.3M | ||
| Q3 24 | $2.5B | — | ||
| Q2 24 | $2.5B | — |
股东权益OWLROL
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.2B | $1.4B | ||
| Q3 25 | $2.3B | $1.5B | ||
| Q2 25 | $2.4B | $1.4B | ||
| Q1 25 | $2.3B | $1.4B | ||
| Q4 24 | $2.1B | $1.3B | ||
| Q3 24 | $2.0B | $1.3B | ||
| Q2 24 | $1.7B | $1.2B |
总资产OWLROL
| Q1 26 | — | $3.2B | ||
| Q4 25 | $12.5B | $3.1B | ||
| Q3 25 | $12.5B | $3.2B | ||
| Q2 25 | $12.3B | $3.2B | ||
| Q1 25 | $12.3B | $2.9B | ||
| Q4 24 | $11.0B | $2.8B | ||
| Q3 24 | $10.8B | $2.8B | ||
| Q2 24 | $9.7B | $2.8B |
负债/权益比OWLROL
| Q1 26 | — | 0.47× | ||
| Q4 25 | 1.51× | 0.35× | ||
| Q3 25 | 1.41× | 0.32× | ||
| Q2 25 | 1.38× | 0.34× | ||
| Q1 25 | 1.37× | 0.36× | ||
| Q4 24 | 1.22× | 0.30× | ||
| Q3 24 | 1.27× | — | ||
| Q2 24 | 1.41× | — |
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 | $382.9M | $118.4M |
| 自由现金流经营现金流 - 资本支出 | $359.1M | $111.2M |
| 自由现金流率自由现金流/营收 | 47.5% | 12.3% |
| 资本支出强度资本支出/营收 | 3.1% | 0.8% |
| 现金转化率经营现金流/净利润 | 8.03× | 1.10× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $621.1M |
8季度趋势，按日历期对齐
经营现金流OWLROL
| Q1 26 | — | $118.4M | ||
| Q4 25 | $382.9M | $164.7M | ||
| Q3 25 | $433.1M | $191.3M | ||
| Q2 25 | $422.5M | $175.1M | ||
| Q1 25 | $17.6M | $146.9M | ||
| Q4 24 | $324.0M | $188.2M | ||
| Q3 24 | $326.0M | $146.9M | ||
| Q2 24 | $302.3M | $145.1M |
自由现金流OWLROL
| Q1 26 | — | $111.2M | ||
| Q4 25 | $359.1M | $159.0M | ||
| Q3 25 | $422.5M | $182.8M | ||
| Q2 25 | $412.5M | $168.0M | ||
| Q1 25 | $4.2M | $140.1M | ||
| Q4 24 | $310.1M | $184.0M | ||
| Q3 24 | $314.8M | $139.4M | ||
| Q2 24 | $269.4M | $136.4M |
自由现金流率OWLROL
| Q1 26 | — | 12.3% | ||
| Q4 25 | 47.5% | 17.4% | ||
| Q3 25 | 58.0% | 17.8% | ||
| Q2 25 | 58.7% | 16.8% | ||
| Q1 25 | 0.6% | 17.0% | ||
| Q4 24 | 49.1% | 22.1% | ||
| Q3 24 | 52.4% | 15.2% | ||
| Q2 24 | 49.0% | 15.3% |
资本支出强度OWLROL
| Q1 26 | — | 0.8% | ||
| Q4 25 | 3.1% | 0.6% | ||
| Q3 25 | 1.5% | 0.8% | ||
| Q2 25 | 1.4% | 0.7% | ||
| Q1 25 | 2.0% | 0.8% | ||
| Q4 24 | 2.2% | 0.5% | ||
| Q3 24 | 1.9% | 0.8% | ||
| Q2 24 | 6.0% | 1.0% |
现金转化率OWLROL
| Q1 26 | — | 1.10× | ||
| Q4 25 | 8.03× | 1.41× | ||
| Q3 25 | 68.64× | 1.17× | ||
| Q2 25 | 24.25× | 1.24× | ||
| Q1 25 | 2.37× | 1.40× | ||
| Q4 24 | 15.62× | 1.78× | ||
| Q3 24 | 10.94× | 1.07× | ||
| Q2 24 | 8.91× | 1.12× |
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
OWL
| Credit Platform | $455.0M | 60% |
| GP Strategic Capital Platform | $157.0M | 21% |
| Administrative Service | $87.6M | 12% |
| IPI Partners LLC | $33.8M | 4% |
| Other | $22.2M | 3% |
ROL
暂无分部数据
