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RESIDEO TECHNOLOGIES, INC.（REZI）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RESIDEO TECHNOLOGIES, INC.的1.1倍（$2.1B vs $1.9B），Roper Technologies净利率更高（15.8% vs 7.2%，领先8.6%），Roper Technologies同比增速更快（11.3% vs 2.0%），Roper Technologies自由现金流更多（$507.0M vs $262.0M），过去两年RESIDEO TECHNOLOGIES, INC.的营收复合增速更高（12.9% vs 10.5%）
Resideo Technologies是2018年从霍尼韦尔分拆成立的美国跨国企业，主营住宅场景的温控、空气质量调节、湿度控制及安防系统，业务覆盖美国及全球市场。公司下设产品、分销两大业务板块，生产销售温度照明控制、安防、水气监测等智能家居硬件及配套软件产品。
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。
REZI vs ROP — 直观对比
营收规模更大
ROP
是对方的1.1倍
$1.9B
营收增速更快
ROP
高出9.3%
2.0%
净利率更高
ROP
高出8.6%
7.2%
自由现金流更多
ROP
多$245.0M
$262.0M
两年增速更快
REZI
近两年复合增速
10.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $2.1B |
| 净利润 | $136.0M | $331.0M |
| 毛利率 | 29.6% | 69.4% |
| 营业利润率 | 7.4% | 27.2% |
| 净利率 | 7.2% | 15.8% |
| 营收同比 | 2.0% | 11.3% |
| 净利润同比 | 491.3% | 53.7% |
| 每股收益（稀释后） | $0.99 | $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REZIROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.9B | $2.1B | ||
| Q3 25 | $1.9B | $2.0B | ||
| Q2 25 | $1.9B | $1.9B | ||
| Q1 25 | $1.8B | $1.9B | ||
| Q4 24 | $1.9B | $1.9B | ||
| Q3 24 | $1.8B | $1.8B | ||
| Q2 24 | $1.6B | $1.7B |
净利润REZIROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $136.0M | $428.4M | ||
| Q3 25 | $156.0M | $398.5M | ||
| Q2 25 | $-825.0M | $378.3M | ||
| Q1 25 | $6.0M | $331.1M | ||
| Q4 24 | $23.0M | $462.3M | ||
| Q3 24 | $20.0M | $367.9M | ||
| Q2 24 | $30.0M | $337.1M |
毛利率REZIROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 29.6% | 69.5% | ||
| Q3 25 | 29.8% | 69.5% | ||
| Q2 25 | 29.3% | 69.2% | ||
| Q1 25 | 28.9% | 68.7% | ||
| Q4 24 | 28.5% | 68.3% | ||
| Q3 24 | 28.7% | 69.2% | ||
| Q2 24 | 28.1% | 69.5% |
营业利润率REZIROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 7.4% | 28.6% | ||
| Q3 25 | 8.3% | 28.4% | ||
| Q2 25 | 9.1% | 28.2% | ||
| Q1 25 | 7.7% | 27.9% | ||
| Q4 24 | 7.8% | 28.0% | ||
| Q3 24 | 6.9% | 28.1% | ||
| Q2 24 | 7.7% | 28.8% |
净利率REZIROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 7.2% | 20.8% | ||
| Q3 25 | 8.4% | 19.8% | ||
| Q2 25 | -42.5% | 19.5% | ||
| Q1 25 | 0.3% | 17.6% | ||
| Q4 24 | 1.2% | 24.6% | ||
| Q3 24 | 1.1% | 20.8% | ||
| Q2 24 | 1.9% | 19.6% |
每股收益（稀释后）REZIROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $0.99 | $3.97 | ||
| Q3 25 | $0.85 | $3.68 | ||
| Q2 25 | $-5.59 | $3.49 | ||
| Q1 25 | $-0.02 | $3.06 | ||
| Q4 24 | $0.06 | $4.29 | ||
| Q3 24 | $0.07 | $3.40 | ||
| Q2 24 | $0.19 | $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 | $661.0M | $382.9M |
| 总债务越低越好 | $3.2B | $9.7B |
| 股东权益账面价值 | $2.9B | $18.8B |
| 总资产 | $8.4B | $34.6B |
| 负债/权益比越低杠杆越低 | 1.11× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资REZIROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $661.0M | $297.4M | ||
| Q3 25 | $345.0M | $320.0M | ||
| Q2 25 | $753.0M | $242.4M | ||
| Q1 25 | $577.0M | $372.8M | ||
| Q4 24 | $692.0M | $188.2M | ||
| Q3 24 | $531.0M | $269.6M | ||
| Q2 24 | $413.0M | $251.5M |
总债务REZIROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $3.2B | $9.3B | ||
| Q3 25 | $3.2B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | $7.6B | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $2.0B | — |
股东权益REZIROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $2.9B | $19.9B | ||
| Q3 25 | $2.8B | $20.0B | ||
| Q2 25 | $2.6B | $19.6B | ||
| Q1 25 | $3.3B | $19.2B | ||
| Q4 24 | $3.3B | $18.9B | ||
| Q3 24 | $3.4B | $18.5B | ||
| Q2 24 | $3.3B | $18.1B |
总资产REZIROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $8.4B | $34.6B | ||
| Q3 25 | $8.2B | $34.6B | ||
| Q2 25 | $8.5B | $33.2B | ||
| Q1 25 | $8.1B | $31.4B | ||
| Q4 24 | $8.2B | $31.3B | ||
| Q3 24 | $8.1B | $31.6B | ||
| Q2 24 | $8.0B | $29.8B |
负债/权益比REZIROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 1.11× | 0.47× | ||
| Q3 25 | 1.17× | — | ||
| Q2 25 | 0.77× | — | ||
| Q1 25 | 0.60× | — | ||
| Q4 24 | 0.61× | 0.40× | ||
| Q3 24 | 0.60× | — | ||
| Q2 24 | 0.61× | — |
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 | $299.0M | — |
| 自由现金流经营现金流 - 资本支出 | $262.0M | $507.0M |
| 自由现金流率自由现金流/营收 | 13.8% | 24.2% |
| 资本支出强度资本支出/营收 | 2.0% | 0.5% |
| 现金转化率经营现金流/净利润 | 2.20× | — |
| 过去12个月自由现金流最近4个季度 | $-1.3B | — |
8季度趋势，按日历期对齐
经营现金流REZIROP
| Q1 26 | — | — | ||
| Q4 25 | $299.0M | $738.0M | ||
| Q3 25 | $-1.6B | $869.5M | ||
| Q2 25 | $200.0M | $404.1M | ||
| Q1 25 | $-65.0M | $528.7M | ||
| Q4 24 | $203.0M | $722.2M | ||
| Q3 24 | $147.0M | $755.4M | ||
| Q2 24 | $92.0M | $384.1M |
自由现金流REZIROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $262.0M | — | ||
| Q3 25 | $-1.6B | — | ||
| Q2 25 | $180.0M | — | ||
| Q1 25 | $-96.0M | — | ||
| Q4 24 | $181.0M | — | ||
| Q3 24 | $125.0M | — | ||
| Q2 24 | $77.0M | — |
自由现金流率REZIROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 13.8% | — | ||
| Q3 25 | -85.8% | — | ||
| Q2 25 | 9.3% | — | ||
| Q1 25 | -5.4% | — | ||
| Q4 24 | 9.7% | — | ||
| Q3 24 | 6.8% | — | ||
| Q2 24 | 4.8% | — |
资本支出强度REZIROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 2.0% | — | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 1.8% | — | ||
| Q4 24 | 1.2% | — | ||
| Q3 24 | 1.2% | — | ||
| Q2 24 | 0.9% | — |
现金转化率REZIROP
| Q1 26 | — | — | ||
| Q4 25 | 2.20× | 1.72× | ||
| Q3 25 | -10.07× | 2.18× | ||
| Q2 25 | — | 1.07× | ||
| Q1 25 | -10.83× | 1.60× | ||
| Q4 24 | 8.83× | 1.56× | ||
| Q3 24 | 7.35× | 2.05× | ||
| Q2 24 | 3.07× | 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
REZI
| ADI Global Distribution Segment | $1.2B | 62% |
| Safety And Security | $257.0M | 14% |
| Air | $211.0M | 11% |
| Energy Service | $153.0M | 8% |
| Public Utilities Inventory Water | $91.0M | 5% |
ROP
暂无分部数据
