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Roper Technologies(ROP)与森萨塔科技(ST)财务数据对比。点击上方公司名可切换其他公司
Roper Technologies的季度营收约是森萨塔科技的2.3倍($2.1B vs $917.9M)。Roper Technologies净利率更高(15.8% vs 6.9%,领先8.9%)。Roper Technologies同比增速更快(11.3% vs 1.1%)。Roper Technologies自由现金流更多($507.0M vs $151.9M)。过去两年Roper Technologies的营收复合增速更高(10.5% vs -4.5%)
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。
森萨塔科技控股有限公司是全球领先的工业科技企业,主营传感器、电气保护及控制解决方案的研发、生产与销售,产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域,服务全球制造类企业客户。
ROP vs ST — 直观对比
营收规模更大
ROP
是对方的2.3倍
$917.9M
营收增速更快
ROP
高出10.2%
1.1%
净利率更高
ROP
高出8.9%
6.9%
自由现金流更多
ROP
多$355.1M
$151.9M
两年增速更快
ROP
近两年复合增速
-4.5%
损益表 — Q1 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $2.1B | $917.9M |
| 净利润 | $331.0M | $63.2M |
| 毛利率 | 69.4% | 29.0% |
| 营业利润率 | 27.2% | 10.9% |
| 净利率 | 15.8% | 6.9% |
| 营收同比 | 11.3% | 1.1% |
| 净利润同比 | 842.6% | 992.7% |
| 每股收益(稀释后) | $4.87 | $0.45 |
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
ROP
ST
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $917.9M | ||
| Q3 25 | $2.0B | $932.0M | ||
| Q2 25 | $1.9B | $943.4M | ||
| Q1 25 | $1.9B | $911.3M | ||
| Q4 24 | $1.9B | $907.7M | ||
| Q3 24 | $1.8B | $982.8M | ||
| Q2 24 | $1.7B | $1.0B |
净利润
ROP
ST
| Q1 26 | $331.0M | — | ||
| Q4 25 | $428.4M | $63.2M | ||
| Q3 25 | $398.5M | $-162.5M | ||
| Q2 25 | $378.3M | $60.7M | ||
| Q1 25 | $331.1M | $69.9M | ||
| Q4 24 | $462.3M | $5.8M | ||
| Q3 24 | $367.9M | $-25.0M | ||
| Q2 24 | $337.1M | $71.7M |
毛利率
ROP
ST
| Q1 26 | 69.4% | — | ||
| Q4 25 | 69.5% | 29.0% | ||
| Q3 25 | 69.5% | 27.8% | ||
| Q2 25 | 69.2% | 30.3% | ||
| Q1 25 | 68.7% | 29.9% | ||
| Q4 24 | 68.3% | 27.1% | ||
| Q3 24 | 69.2% | 28.6% | ||
| Q2 24 | 69.5% | 30.0% |
营业利润率
ROP
ST
| Q1 26 | 27.2% | — | ||
| Q4 25 | 28.6% | 10.9% | ||
| Q3 25 | 28.4% | -13.2% | ||
| Q2 25 | 28.2% | 14.6% | ||
| Q1 25 | 27.9% | 13.4% | ||
| Q4 24 | 28.0% | 8.1% | ||
| Q3 24 | 28.1% | -20.3% | ||
| Q2 24 | 28.8% | 12.5% |
净利率
ROP
ST
| Q1 26 | 15.8% | — | ||
| Q4 25 | 20.8% | 6.9% | ||
| Q3 25 | 19.8% | -17.4% | ||
| Q2 25 | 19.5% | 6.4% | ||
| Q1 25 | 17.6% | 7.7% | ||
| Q4 24 | 24.6% | 0.6% | ||
| Q3 24 | 20.8% | -2.5% | ||
| Q2 24 | 19.6% | 6.9% |
每股收益(稀释后)
ROP
ST
| Q1 26 | $4.87 | — | ||
| Q4 25 | $3.97 | $0.45 | ||
| Q3 25 | $3.68 | $-1.12 | ||
| Q2 25 | $3.49 | $0.41 | ||
| Q1 25 | $3.06 | $0.47 | ||
| Q4 24 | $4.29 | $0.05 | ||
| Q3 24 | $3.40 | $-0.17 | ||
| Q2 24 | $3.12 | $0.47 |
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 | $573.0M |
| 总债务越低越好 | $9.7B | $2.8B |
| 股东权益账面价值 | $18.8B | $2.8B |
| 总资产 | $34.6B | $6.8B |
| 负债/权益比越低杠杆越低 | 0.52× | 1.02× |
8季度趋势,按日历期对齐
现金及短期投资
ROP
ST
| Q1 26 | $382.9M | — | ||
| Q4 25 | $297.4M | $573.0M | ||
| Q3 25 | $320.0M | $791.3M | ||
| Q2 25 | $242.4M | $661.8M | ||
| Q1 25 | $372.8M | $588.1M | ||
| Q4 24 | $188.2M | $593.7M | ||
| Q3 24 | $269.6M | $506.2M | ||
| Q2 24 | $251.5M | $1.0B |
总债务
ROP
ST
| Q1 26 | $9.7B | — | ||
| Q4 25 | $9.3B | $2.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $7.6B | $3.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
ROP
ST
| Q1 26 | $18.8B | — | ||
| Q4 25 | $19.9B | $2.8B | ||
| Q3 25 | $20.0B | $2.7B | ||
| Q2 25 | $19.6B | $2.9B | ||
| Q1 25 | $19.2B | $2.8B | ||
| Q4 24 | $18.9B | $2.9B | ||
| Q3 24 | $18.5B | $3.0B | ||
| Q2 24 | $18.1B | $3.0B |
总资产
ROP
ST
| Q1 26 | $34.6B | — | ||
| Q4 25 | $34.6B | $6.8B | ||
| Q3 25 | $34.6B | $7.1B | ||
| Q2 25 | $33.2B | $7.3B | ||
| Q1 25 | $31.4B | $7.2B | ||
| Q4 24 | $31.3B | $7.1B | ||
| Q3 24 | $31.6B | $7.3B | ||
| Q2 24 | $29.8B | $8.2B |
负债/权益比
ROP
ST
| Q1 26 | 0.52× | — | ||
| Q4 25 | 0.47× | 1.02× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.40× | 1.11× | ||
| 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 | — | $201.5M |
| 自由现金流经营现金流 - 资本支出 | $507.0M | $151.9M |
| 自由现金流率自由现金流/营收 | 24.2% | 16.6% |
| 资本支出强度资本支出/营收 | 0.5% | 5.4% |
| 现金转化率经营现金流/净利润 | — | 3.19× |
| 过去12个月自由现金流最近4个季度 | — | $490.3M |
8季度趋势,按日历期对齐
经营现金流
ROP
ST
| Q1 26 | — | — | ||
| Q4 25 | $738.0M | $201.5M | ||
| Q3 25 | $869.5M | $159.9M | ||
| Q2 25 | $404.1M | $140.9M | ||
| Q1 25 | $528.7M | $119.2M | ||
| Q4 24 | $722.2M | $170.7M | ||
| Q3 24 | $755.4M | $130.9M | ||
| Q2 24 | $384.1M | $143.5M |
自由现金流
ROP
ST
| Q1 26 | $507.0M | — | ||
| Q4 25 | — | $151.9M | ||
| Q3 25 | — | $136.2M | ||
| Q2 25 | — | $115.5M | ||
| Q1 25 | — | $86.6M | ||
| Q4 24 | — | $138.9M | ||
| Q3 24 | — | $91.3M | ||
| Q2 24 | — | $98.4M |
自由现金流率
ROP
ST
| Q1 26 | 24.2% | — | ||
| Q4 25 | — | 16.6% | ||
| Q3 25 | — | 14.6% | ||
| Q2 25 | — | 12.2% | ||
| Q1 25 | — | 9.5% | ||
| Q4 24 | — | 15.3% | ||
| Q3 24 | — | 9.3% | ||
| Q2 24 | — | 9.5% |
资本支出强度
ROP
ST
| Q1 26 | 0.5% | — | ||
| Q4 25 | — | 5.4% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 2.7% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | 3.5% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | 4.4% |
现金转化率
ROP
ST
| Q1 26 | — | — | ||
| Q4 25 | 1.72× | 3.19× | ||
| Q3 25 | 2.18× | — | ||
| Q2 25 | 1.07× | 2.32× | ||
| Q1 25 | 1.60× | 1.70× | ||
| Q4 24 | 1.56× | 29.50× | ||
| Q3 24 | 2.05× | — | ||
| Q2 24 | 1.14× | 2.00× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图