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棒约翰（PZZA）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.的季度营收约是棒约翰的1.8倍（$906.4M vs $498.2M），Rollins, Inc.净利率更高（11.9% vs 1.4%，领先10.5%），Rollins, Inc.同比增速更快（10.2% vs -6.1%），Rollins, Inc.自由现金流更多（$111.2M vs $2.1M），过去两年Rollins, Inc.的营收复合增速更高（0.8% vs -1.5%）
棒约翰国际是源自美国的知名披萨餐饮连锁品牌，截至2023年，它是美国市场规模第四大披萨外送连锁餐饮集团，总部设于肯塔基州路易斯维尔与佐治亚州亚特兰大的都会区，在全球多地开设门店，主打披萨外卖业务。
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。
PZZA vs ROL — 直观对比
营收规模更大
ROL
是对方的1.8倍
$498.2M
营收增速更快
ROL
高出16.3%
-6.1%
净利率更高
ROL
高出10.5%
1.4%
自由现金流更多
ROL
多$109.1M
$2.1M
两年增速更快
ROL
近两年复合增速
-1.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $498.2M | $906.4M |
| 净利润 | $7.1M | $107.8M |
| 毛利率 | — | — |
| 营业利润率 | 4.9% | 16.1% |
| 净利率 | 1.4% | 11.9% |
| 营收同比 | -6.1% | 10.2% |
| 净利润同比 | -52.2% | 2.5% |
| 每股收益（稀释后） | $0.22 | $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PZZAROL
| Q1 26 | — | $906.4M | ||
| Q4 25 | $498.2M | $912.9M | ||
| Q3 25 | $508.2M | $1.0B | ||
| Q2 25 | $529.2M | $999.5M | ||
| Q1 25 | $518.3M | $822.5M | ||
| Q4 24 | $530.8M | $832.2M | ||
| Q3 24 | $506.8M | $916.3M | ||
| Q2 24 | $507.9M | $891.9M |
净利润PZZAROL
| Q1 26 | — | $107.8M | ||
| Q4 25 | $7.1M | $116.4M | ||
| Q3 25 | $4.7M | $163.5M | ||
| Q2 25 | $9.5M | $141.5M | ||
| Q1 25 | $9.2M | $105.2M | ||
| Q4 24 | $14.8M | $105.7M | ||
| Q3 24 | $41.8M | $136.9M | ||
| Q2 24 | $12.2M | $129.4M |
营业利润率PZZAROL
| Q1 26 | — | 16.1% | ||
| Q4 25 | 4.9% | 17.5% | ||
| Q3 25 | 3.2% | 21.9% | ||
| Q2 25 | 4.6% | 19.8% | ||
| Q1 25 | 4.6% | 17.3% | ||
| Q4 24 | 5.6% | 18.1% | ||
| Q3 24 | 12.9% | 20.9% | ||
| Q2 24 | 5.6% | 20.4% |
净利率PZZAROL
| Q1 26 | — | 11.9% | ||
| Q4 25 | 1.4% | 12.8% | ||
| Q3 25 | 0.9% | 15.9% | ||
| Q2 25 | 1.8% | 14.2% | ||
| Q1 25 | 1.8% | 12.8% | ||
| Q4 24 | 2.8% | 12.7% | ||
| Q3 24 | 8.2% | 14.9% | ||
| Q2 24 | 2.4% | 14.5% |
每股收益（稀释后）PZZAROL
| Q1 26 | — | $0.22 | ||
| Q4 25 | $0.22 | $0.24 | ||
| Q3 25 | $0.13 | $0.34 | ||
| Q2 25 | $0.28 | $0.29 | ||
| Q1 25 | $0.27 | $0.22 | ||
| Q4 24 | $0.46 | $0.22 | ||
| Q3 24 | $1.27 | $0.28 | ||
| Q2 24 | $0.37 | $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 | $34.6M | $116.5M |
| 总债务越低越好 | $722.3M | $650.6M |
| 股东权益账面价值 | $-444.8M | $1.4B |
| 总资产 | $837.5M | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资PZZAROL
| Q1 26 | — | $116.5M | ||
| Q4 25 | $34.6M | $100.0M | ||
| Q3 25 | $39.0M | $127.4M | ||
| Q2 25 | $33.3M | $123.0M | ||
| Q1 25 | $44.0M | $201.2M | ||
| Q4 24 | $38.0M | $89.6M | ||
| Q3 24 | $17.6M | $95.3M | ||
| Q2 24 | $24.3M | $106.7M |
总债务PZZAROL
| Q1 26 | — | $650.6M | ||
| Q4 25 | $722.3M | $486.1M | ||
| Q3 25 | — | $485.7M | ||
| Q2 25 | — | $485.3M | ||
| Q1 25 | — | $485.5M | ||
| Q4 24 | — | $395.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益PZZAROL
| Q1 26 | — | $1.4B | ||
| Q4 25 | $-444.8M | $1.4B | ||
| Q3 25 | $-439.3M | $1.5B | ||
| Q2 25 | $-432.0M | $1.4B | ||
| Q1 25 | $-431.9M | $1.4B | ||
| Q4 24 | $-429.5M | $1.3B | ||
| Q3 24 | $-430.9M | $1.3B | ||
| Q2 24 | $-461.7M | $1.2B |
总资产PZZAROL
| Q1 26 | — | $3.2B | ||
| Q4 25 | $837.5M | $3.1B | ||
| Q3 25 | $884.1M | $3.2B | ||
| Q2 25 | $890.4M | $3.2B | ||
| Q1 25 | $898.1M | $2.9B | ||
| Q4 24 | $889.0M | $2.8B | ||
| Q3 24 | $860.9M | $2.8B | ||
| Q2 24 | $838.4M | $2.8B |
负债/权益比PZZAROL
| Q1 26 | — | 0.47× | ||
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.36× | ||
| Q4 24 | — | 0.30× | ||
| 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 | $19.8M | $118.4M |
| 自由现金流经营现金流 - 资本支出 | $2.1M | $111.2M |
| 自由现金流率自由现金流/营收 | 0.4% | 12.3% |
| 资本支出强度资本支出/营收 | 3.6% | 0.8% |
| 现金转化率经营现金流/净利润 | 2.80× | 1.10× |
| 过去12个月自由现金流最近4个季度 | $61.3M | $621.1M |
8季度趋势，按日历期对齐
经营现金流PZZAROL
| Q1 26 | — | $118.4M | ||
| Q4 25 | $19.8M | $164.7M | ||
| Q3 25 | $39.3M | $191.3M | ||
| Q2 25 | $35.5M | $175.1M | ||
| Q1 25 | $31.3M | $146.9M | ||
| Q4 24 | $50.7M | $188.2M | ||
| Q3 24 | $13.9M | $146.9M | ||
| Q2 24 | $30.0M | $145.1M |
自由现金流PZZAROL
| Q1 26 | — | $111.2M | ||
| Q4 25 | $2.1M | $159.0M | ||
| Q3 25 | $22.7M | $182.8M | ||
| Q2 25 | $17.4M | $168.0M | ||
| Q1 25 | $19.1M | $140.1M | ||
| Q4 24 | $25.2M | $184.0M | ||
| Q3 24 | $-3.8M | $139.4M | ||
| Q2 24 | $13.9M | $136.4M |
自由现金流率PZZAROL
| Q1 26 | — | 12.3% | ||
| Q4 25 | 0.4% | 17.4% | ||
| Q3 25 | 4.5% | 17.8% | ||
| Q2 25 | 3.3% | 16.8% | ||
| Q1 25 | 3.7% | 17.0% | ||
| Q4 24 | 4.7% | 22.1% | ||
| Q3 24 | -0.8% | 15.2% | ||
| Q2 24 | 2.7% | 15.3% |
资本支出强度PZZAROL
| Q1 26 | — | 0.8% | ||
| Q4 25 | 3.6% | 0.6% | ||
| Q3 25 | 3.3% | 0.8% | ||
| Q2 25 | 3.4% | 0.7% | ||
| Q1 25 | 2.4% | 0.8% | ||
| Q4 24 | 4.8% | 0.5% | ||
| Q3 24 | 3.5% | 0.8% | ||
| Q2 24 | 3.2% | 1.0% |
现金转化率PZZAROL
| Q1 26 | — | 1.10× | ||
| Q4 25 | 2.80× | 1.41× | ||
| Q3 25 | 8.36× | 1.17× | ||
| Q2 25 | 3.73× | 1.24× | ||
| Q1 25 | 3.40× | 1.40× | ||
| Q4 24 | 3.43× | 1.78× | ||
| Q3 24 | 0.33× | 1.07× | ||
| Q2 24 | 2.45× | 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
PZZA
| Commissary | $236.8M | 48% |
| Company Owned Restaurant Sales | $154.4M | 31% |
| Franchisor | $47.5M | 10% |
| Advertising | $37.2M | 7% |
| Other | $22.2M | 4% |
ROL
暂无分部数据
