vs
Roper Technologies（ROP）与Sunrun Inc.（RUN）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Sunrun Inc.的1.8倍（$2.1B vs $1.2B），Roper Technologies净利率更高（15.8% vs 8.9%，领先6.9%），Sunrun Inc.同比增速更快（123.5% vs 11.3%），过去两年Sunrun Inc.的营收复合增速更高（59.0% vs 10.5%）
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。
Sunrun Inc.是美国知名的光伏系统及电池储能产品供应商，业务以服务住宅客户为主，2007年成立，总部位于加利福尼亚州旧金山，致力于为家庭用户提供高效的清洁能源解决方案。
ROP vs RUN — 直观对比
营收规模更大
ROP
是对方的1.8倍
$1.2B
营收增速更快
RUN
高出112.2%
11.3%
净利率更高
ROP
高出6.9%
8.9%
两年增速更快
RUN
近两年复合增速
10.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $1.2B |
| 净利润 | $331.0M | $103.6M |
| 毛利率 | 69.4% | — |
| 营业利润率 | 27.2% | 8.4% |
| 净利率 | 15.8% | 8.9% |
| 营收同比 | 11.3% | 123.5% |
| 净利润同比 | 842.6% | 103.7% |
| 每股收益（稀释后） | $4.87 | $0.38 |
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ROPRUN
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $1.2B | ||
| Q3 25 | $2.0B | $724.6M | ||
| Q2 25 | $1.9B | $569.3M | ||
| Q1 25 | $1.9B | $504.3M | ||
| Q4 24 | $1.9B | $518.5M | ||
| Q3 24 | $1.8B | $537.2M | ||
| Q2 24 | $1.7B | $523.9M |
净利润ROPRUN
| Q1 26 | $331.0M | — | ||
| Q4 25 | $428.4M | $103.6M | ||
| Q3 25 | $398.5M | $16.6M | ||
| Q2 25 | $378.3M | $279.8M | ||
| Q1 25 | $331.1M | $50.0M | ||
| Q4 24 | $462.3M | $-2.8B | ||
| Q3 24 | $367.9M | $-83.8M | ||
| Q2 24 | $337.1M | $139.1M |
毛利率ROPRUN
| Q1 26 | 69.4% | — | ||
| Q4 25 | 69.5% | — | ||
| Q3 25 | 69.5% | — | ||
| Q2 25 | 69.2% | — | ||
| Q1 25 | 68.7% | — | ||
| Q4 24 | 68.3% | — | ||
| Q3 24 | 69.2% | — | ||
| Q2 24 | 69.5% | — |
营业利润率ROPRUN
| Q1 26 | 27.2% | — | ||
| Q4 25 | 28.6% | 8.4% | ||
| Q3 25 | 28.4% | 0.5% | ||
| Q2 25 | 28.2% | -19.7% | ||
| Q1 25 | 27.9% | -22.8% | ||
| Q4 24 | 28.0% | -628.0% | ||
| Q3 24 | 28.1% | -23.8% | ||
| Q2 24 | 28.8% | -24.4% |
净利率ROPRUN
| Q1 26 | 15.8% | — | ||
| Q4 25 | 20.8% | 8.9% | ||
| Q3 25 | 19.8% | 2.3% | ||
| Q2 25 | 19.5% | 49.1% | ||
| Q1 25 | 17.6% | 9.9% | ||
| Q4 24 | 24.6% | -542.7% | ||
| Q3 24 | 20.8% | -15.6% | ||
| Q2 24 | 19.6% | 26.5% |
每股收益（稀释后）ROPRUN
| Q1 26 | $4.87 | — | ||
| Q4 25 | $3.97 | $0.38 | ||
| Q3 25 | $3.68 | $0.06 | ||
| Q2 25 | $3.49 | $1.07 | ||
| Q1 25 | $3.06 | $0.20 | ||
| Q4 24 | $4.29 | $-12.59 | ||
| Q3 24 | $3.40 | $-0.37 | ||
| Q2 24 | $3.12 | $0.55 |
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 | $382.9M | — |
| 总债务越低越好 | $9.7B | $14.7B |
| 股东权益账面价值 | $18.8B | $3.1B |
| 总资产 | $34.6B | $22.6B |
| 负债/权益比越低杠杆越低 | 0.52× | 4.69× |
8季度趋势，按日历期对齐
现金及短期投资ROPRUN
| Q1 26 | $382.9M | — | ||
| Q4 25 | $297.4M | — | ||
| Q3 25 | $320.0M | — | ||
| Q2 25 | $242.4M | — | ||
| Q1 25 | $372.8M | — | ||
| Q4 24 | $188.2M | — | ||
| Q3 24 | $269.6M | — | ||
| Q2 24 | $251.5M | — |
总债务ROPRUN
| Q1 26 | $9.7B | — | ||
| Q4 25 | $9.3B | $14.7B | ||
| Q3 25 | — | $14.6B | ||
| Q2 25 | — | $14.0B | ||
| Q1 25 | — | $13.6B | ||
| Q4 24 | $7.6B | $12.9B | ||
| Q3 24 | — | $12.5B | ||
| Q2 24 | — | $12.0B |
股东权益ROPRUN
| Q1 26 | $18.8B | — | ||
| Q4 25 | $19.9B | $3.1B | ||
| Q3 25 | $20.0B | $3.0B | ||
| Q2 25 | $19.6B | $2.9B | ||
| Q1 25 | $19.2B | $2.6B | ||
| Q4 24 | $18.9B | $2.6B | ||
| Q3 24 | $18.5B | $5.3B | ||
| Q2 24 | $18.1B | $5.4B |
总资产ROPRUN
| Q1 26 | $34.6B | — | ||
| Q4 25 | $34.6B | $22.6B | ||
| Q3 25 | $34.6B | $22.2B | ||
| Q2 25 | $33.2B | $21.2B | ||
| Q1 25 | $31.4B | $20.4B | ||
| Q4 24 | $31.3B | $19.9B | ||
| Q3 24 | $31.6B | $22.1B | ||
| Q2 24 | $29.8B | $21.4B |
负债/权益比ROPRUN
| Q1 26 | 0.52× | — | ||
| Q4 25 | 0.47× | 4.69× | ||
| Q3 25 | — | 4.90× | ||
| Q2 25 | — | 4.80× | ||
| Q1 25 | — | 5.19× | ||
| Q4 24 | 0.40× | 5.05× | ||
| Q3 24 | — | 2.36× | ||
| Q2 24 | — | 2.23× |
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 | — | $96.9M |
| 自由现金流经营现金流 - 资本支出 | $507.0M | — |
| 自由现金流率自由现金流/营收 | 24.2% | — |
| 资本支出强度资本支出/营收 | 0.5% | — |
| 现金转化率经营现金流/净利润 | — | 0.94× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ROPRUN
| Q1 26 | — | — | ||
| Q4 25 | $738.0M | $96.9M | ||
| Q3 25 | $869.5M | $-121.5M | ||
| Q2 25 | $404.1M | $-292.7M | ||
| Q1 25 | $528.7M | $-104.2M | ||
| Q4 24 | $722.2M | $-258.4M | ||
| Q3 24 | $755.4M | $-156.2M | ||
| Q2 24 | $384.1M | $-208.5M |
自由现金流ROPRUN
| Q1 26 | $507.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $-156.4M | ||
| Q2 24 | — | — |
自由现金流率ROPRUN
| Q1 26 | 24.2% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -29.1% | ||
| Q2 24 | — | — |
资本支出强度ROPRUN
| Q1 26 | 0.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | — |
现金转化率ROPRUN
| Q1 26 | — | — | ||
| Q4 25 | 1.72× | 0.94× | ||
| Q3 25 | 2.18× | -7.33× | ||
| Q2 25 | 1.07× | -1.05× | ||
| Q1 25 | 1.60× | -2.08× | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 2.05× | — | ||
| Q2 24 | 1.14× | -1.50× |
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
ROP
暂无分部数据
RUN
| Products | $692.3M | 60% |
| Customer Agreements | $435.2M | 38% |
| Manufactured Product Other | $56.7M | 5% |
| Incentives | $31.3M | 3% |
