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罗克韦尔自动化（ROK）与Science Applications International Corp（SAIC）财务数据对比。点击上方公司名可切换其他公司
罗克韦尔自动化的季度营收约是Science Applications International Corp的1.1倍（$2.1B vs $1.9B），罗克韦尔自动化净利率更高（14.5% vs 4.2%，领先10.3%），罗克韦尔自动化同比增速更快（11.9% vs 2.6%），罗克韦尔自动化自由现金流更多（$170.0M vs $120.0M），过去两年Science Applications International Corp的营收复合增速更高（2.3% vs -0.5%）
罗克韦尔自动化是总部位于美国威斯康星州密尔沃基的工业自动化及数字化转型技术提供商，旗下拥有Allen-Bradley、FactoryTalk软件、LifecycleIQ服务等核心品牌，全球员工约2.7万人，服务覆盖100多个国家和地区的客户。
科学应用国际公司（SAIC）是一家总部位于美国弗吉尼亚州雷斯顿的科技企业，主要为政府机构提供专业服务与信息技术支持，在公共部门技术服务领域拥有丰富的行业经验与技术积累。
ROK vs SAIC — 直观对比
营收规模更大
ROK
是对方的1.1倍
$1.9B
营收增速更快
ROK
高出9.3%
2.6%
净利率更高
ROK
高出10.3%
4.2%
自由现金流更多
ROK
多$50.0M
$120.0M
两年增速更快
SAIC
近两年复合增速
-0.5%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $1.9B |
| 净利润 | $305.0M | $78.0M |
| 毛利率 | 48.3% | 12.2% |
| 营业利润率 | 20.7% | 6.9% |
| 净利率 | 14.5% | 4.2% |
| 营收同比 | 11.9% | 2.6% |
| 净利润同比 | 65.8% | -3.7% |
| 每股收益（稀释后） | $2.69 | $1.69 |
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ROKSAIC
| Q4 25 | $2.1B | $1.9B | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.1B | $1.9B | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.9B | $2.0B | ||
| Q3 24 | $2.0B | $1.8B | ||
| Q2 24 | $2.1B | $1.8B | ||
| Q1 24 | $2.1B | $1.7B |
净利润ROKSAIC
| Q4 25 | $305.0M | $78.0M | ||
| Q3 25 | $138.0M | — | ||
| Q2 25 | $295.0M | $68.0M | ||
| Q1 25 | $252.0M | — | ||
| Q4 24 | $184.0M | $106.0M | ||
| Q3 24 | $239.1M | $81.0M | ||
| Q2 24 | $232.0M | $77.0M | ||
| Q1 24 | $266.2M | $39.0M |
毛利率ROKSAIC
| Q4 25 | 48.3% | 12.2% | ||
| Q3 25 | 69.4% | — | ||
| Q2 25 | 40.9% | 11.1% | ||
| Q1 25 | 40.5% | — | ||
| Q4 24 | 38.4% | 12.0% | ||
| Q3 24 | 37.9% | 11.6% | ||
| Q2 24 | 38.8% | 11.5% | ||
| Q1 24 | 39.2% | 11.1% |
营业利润率ROKSAIC
| Q4 25 | 20.7% | 6.9% | ||
| Q3 25 | 2.7% | — | ||
| Q2 25 | 16.0% | 6.4% | ||
| Q1 25 | 14.9% | — | ||
| Q4 24 | 17.1% | 8.1% | ||
| Q3 24 | 13.5% | 7.4% | ||
| Q2 24 | 12.4% | 7.1% | ||
| Q1 24 | 14.6% | 4.5% |
净利率ROKSAIC
| Q4 25 | 14.5% | 4.2% | ||
| Q3 25 | 6.0% | — | ||
| Q2 25 | 13.8% | 3.6% | ||
| Q1 25 | 12.6% | — | ||
| Q4 24 | 9.8% | 5.4% | ||
| Q3 24 | 11.7% | 4.5% | ||
| Q2 24 | 11.3% | 4.2% | ||
| Q1 24 | 12.5% | 2.2% |
每股收益（稀释后）ROKSAIC
| Q4 25 | $2.69 | $1.69 | ||
| Q3 25 | $1.24 | — | ||
| Q2 25 | $2.60 | $1.42 | ||
| Q1 25 | $2.22 | — | ||
| Q4 24 | $1.61 | $2.13 | ||
| Q3 24 | $2.09 | $1.58 | ||
| Q2 24 | $2.02 | $1.48 | ||
| Q1 24 | $2.31 | $0.77 |
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 | $444.0M | $45.0M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $3.7B | $1.5B |
| 总资产 | $11.2B | $5.4B |
| 负债/权益比越低杠杆越低 | — | 1.64× |
8季度趋势，按日历期对齐
现金及短期投资ROKSAIC
| Q4 25 | $444.0M | $45.0M | ||
| Q3 25 | $468.0M | — | ||
| Q2 25 | $495.0M | $47.0M | ||
| Q1 25 | $456.0M | — | ||
| Q4 24 | $477.0M | $46.0M | ||
| Q3 24 | $471.3M | $48.0M | ||
| Q2 24 | $407.0M | $49.0M | ||
| Q1 24 | $470.5M | $94.0M |
总债务ROKSAIC
| Q4 25 | — | $2.5B | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | $2.6B | $2.2B | ||
| Q2 24 | — | $2.1B | ||
| Q1 24 | — | $2.1B |
股东权益ROKSAIC
| Q4 25 | $3.7B | $1.5B | ||
| Q3 25 | $3.7B | — | ||
| Q2 25 | $3.5B | $1.5B | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.4B | $1.6B | ||
| Q3 24 | $3.5B | $1.6B | ||
| Q2 24 | $3.3B | $1.8B | ||
| Q1 24 | $3.5B | $1.8B |
总资产ROKSAIC
| Q4 25 | $11.2B | $5.4B | ||
| Q3 25 | $11.2B | — | ||
| Q2 25 | $11.2B | $5.2B | ||
| Q1 25 | $11.0B | — | ||
| Q4 24 | $10.9B | $5.3B | ||
| Q3 24 | $11.2B | $5.3B | ||
| Q2 24 | $11.2B | $5.3B | ||
| Q1 24 | $11.4B | $5.3B |
负债/权益比ROKSAIC
| Q4 25 | — | 1.64× | ||
| Q3 25 | 0.72× | — | ||
| Q2 25 | — | 1.52× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.34× | ||
| Q3 24 | 0.73× | 1.33× | ||
| Q2 24 | — | 1.18× | ||
| Q1 24 | — | 1.18× |
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 | $234.0M | $129.0M |
| 自由现金流经营现金流 - 资本支出 | $170.0M | $120.0M |
| 自由现金流率自由现金流/营收 | 8.1% | 6.4% |
| 资本支出强度资本支出/营收 | 3.0% | 0.5% |
| 现金转化率经营现金流/净利润 | 0.77× | 1.65× |
| 过去12个月自由现金流最近4个季度 | — | $478.0M |
8季度趋势，按日历期对齐
经营现金流ROKSAIC
| Q4 25 | $234.0M | $129.0M | ||
| Q3 25 | $454.0M | — | ||
| Q2 25 | $527.0M | $100.0M | ||
| Q1 25 | $199.0M | — | ||
| Q4 24 | $364.0M | $143.0M | ||
| Q3 24 | $432.3M | $138.0M | ||
| Q2 24 | $279.1M | $98.0M | ||
| Q1 24 | $119.8M | $63.0M |
自由现金流ROKSAIC
| Q4 25 | $170.0M | $120.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | $489.0M | $92.0M | ||
| Q1 25 | $171.0M | — | ||
| Q4 24 | $293.0M | $134.0M | ||
| Q3 24 | — | $132.0M | ||
| Q2 24 | $238.4M | $92.0M | ||
| Q1 24 | $68.6M | $52.0M |
自由现金流率ROKSAIC
| Q4 25 | 8.1% | 6.4% | ||
| Q3 25 | — | — | ||
| Q2 25 | 22.8% | 4.9% | ||
| Q1 25 | 8.5% | — | ||
| Q4 24 | 15.6% | 6.8% | ||
| Q3 24 | — | 7.3% | ||
| Q2 24 | 11.6% | 5.0% | ||
| Q1 24 | 3.2% | 3.0% |
资本支出强度ROKSAIC
| Q4 25 | 3.0% | 0.5% | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.8% | 0.4% | ||
| Q1 25 | 1.4% | — | ||
| Q4 24 | 3.8% | 0.5% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | 2.0% | 0.3% | ||
| Q1 24 | 2.4% | 0.6% |
现金转化率ROKSAIC
| Q4 25 | 0.77× | 1.65× | ||
| Q3 25 | 3.29× | — | ||
| Q2 25 | 1.79× | 1.47× | ||
| Q1 25 | 0.79× | — | ||
| Q4 24 | 1.98× | 1.35× | ||
| Q3 24 | 1.81× | 1.70× | ||
| Q2 24 | 1.20× | 1.27× | ||
| Q1 24 | 0.45× | 1.62× |
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
ROK
| Productsand Solutions | $1.9B | 89% |
| Lifecycle Services Segment | $259.0M | 12% |
SAIC
| Prime Contractor | $1.3B | 71% |
| Civilian | $427.0M | 23% |
| Subcontractor | $116.0M | 6% |
| Commercial State And Local Agencies | $7.0M | 0% |
