vs
Roper Technologies（ROP）与泰佩思琦（TPR）财务数据对比。点击上方公司名可切换其他公司
泰佩思琦的季度营收约是Roper Technologies的1.2倍（$2.5B vs $2.1B），泰佩思琦净利率更高（22.4% vs 15.8%，领先6.6%），泰佩思琦同比增速更快（14.0% vs 11.3%），泰佩思琦自由现金流更多（$1.0B vs $507.0M），过去两年泰佩思琦的营收复合增速更高（29.9% 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。
Tapestry, Inc.是美国知名跨国奢侈品时尚控股企业，旗下拥有Coach、Kate Spade New York、Stuart Weitzman三大标志性生活方式品牌，主营高端手袋、服饰、鞋履、配饰及香水产品，销售渠道覆盖全球线下门店与线上电商平台。
ROP vs TPR — 直观对比
营收规模更大
TPR
是对方的1.2倍
$2.1B
营收增速更快
TPR
高出2.7%
11.3%
净利率更高
TPR
高出6.6%
15.8%
自由现金流更多
TPR
多$530.5M
$507.0M
两年增速更快
TPR
近两年复合增速
10.5%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $2.5B |
| 净利润 | $331.0M | $561.3M |
| 毛利率 | 69.4% | 75.5% |
| 营业利润率 | 27.2% | 28.6% |
| 净利率 | 15.8% | 22.4% |
| 营收同比 | 11.3% | 14.0% |
| 净利润同比 | 842.6% | 80.8% |
| 每股收益（稀释后） | $4.87 | $2.68 |
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ROPTPR
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $2.5B | ||
| Q3 25 | $2.0B | $1.7B | ||
| Q2 25 | $1.9B | $1.7B | ||
| Q1 25 | $1.9B | $1.6B | ||
| Q4 24 | $1.9B | $2.2B | ||
| Q3 24 | $1.8B | $1.5B | ||
| Q2 24 | $1.7B | $1.6B |
净利润ROPTPR
| Q1 26 | $331.0M | — | ||
| Q4 25 | $428.4M | $561.3M | ||
| Q3 25 | $398.5M | $274.8M | ||
| Q2 25 | $378.3M | $-517.1M | ||
| Q1 25 | $331.1M | $203.3M | ||
| Q4 24 | $462.3M | $310.4M | ||
| Q3 24 | $367.9M | $186.6M | ||
| Q2 24 | $337.1M | $159.3M |
毛利率ROPTPR
| Q1 26 | 69.4% | — | ||
| Q4 25 | 69.5% | 75.5% | ||
| Q3 25 | 69.5% | 76.3% | ||
| Q2 25 | 69.2% | 76.3% | ||
| Q1 25 | 68.7% | 76.1% | ||
| Q4 24 | 68.3% | 74.4% | ||
| Q3 24 | 69.2% | 75.3% | ||
| Q2 24 | 69.5% | 74.9% |
营业利润率ROPTPR
| Q1 26 | 27.2% | — | ||
| Q4 25 | 28.6% | 28.6% | ||
| Q3 25 | 28.4% | 19.3% | ||
| Q2 25 | 28.2% | -33.9% | ||
| Q1 25 | 27.9% | 16.0% | ||
| Q4 24 | 28.0% | 22.4% | ||
| Q3 24 | 28.1% | 16.7% | ||
| Q2 24 | 28.8% | 14.8% |
净利率ROPTPR
| Q1 26 | 15.8% | — | ||
| Q4 25 | 20.8% | 22.4% | ||
| Q3 25 | 19.8% | 16.1% | ||
| Q2 25 | 19.5% | -30.0% | ||
| Q1 25 | 17.6% | 12.8% | ||
| Q4 24 | 24.6% | 14.1% | ||
| Q3 24 | 20.8% | 12.4% | ||
| Q2 24 | 19.6% | 10.0% |
每股收益（稀释后）ROPTPR
| Q1 26 | $4.87 | — | ||
| Q4 25 | $3.97 | $2.68 | ||
| Q3 25 | $3.68 | $1.28 | ||
| Q2 25 | $3.49 | $-2.30 | ||
| Q1 25 | $3.06 | $0.95 | ||
| Q4 24 | $4.29 | $1.38 | ||
| Q3 24 | $3.40 | $0.79 | ||
| Q2 24 | $3.12 | $0.67 |
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 | $1.1B |
| 总债务越低越好 | $9.7B | $2.4B |
| 股东权益账面价值 | $18.8B | $551.2M |
| 总资产 | $34.6B | $6.5B |
| 负债/权益比越低杠杆越低 | 0.52× | 4.32× |
8季度趋势，按日历期对齐
现金及短期投资ROPTPR
| Q1 26 | $382.9M | — | ||
| Q4 25 | $297.4M | $1.1B | ||
| Q3 25 | $320.0M | $743.2M | ||
| Q2 25 | $242.4M | $1.1B | ||
| Q1 25 | $372.8M | $1.1B | ||
| Q4 24 | $188.2M | $1.0B | ||
| Q3 24 | $269.6M | $7.3B | ||
| Q2 24 | $251.5M | $7.2B |
总债务ROPTPR
| Q1 26 | $9.7B | — | ||
| Q4 25 | $9.3B | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | $7.6B | $2.4B | ||
| Q3 24 | — | $7.0B | ||
| Q2 24 | — | $6.9B |
股东权益ROPTPR
| Q1 26 | $18.8B | — | ||
| Q4 25 | $19.9B | $551.2M | ||
| Q3 25 | $20.0B | $399.5M | ||
| Q2 25 | $19.6B | $857.8M | ||
| Q1 25 | $19.2B | $1.5B | ||
| Q4 24 | $18.9B | $1.3B | ||
| Q3 24 | $18.5B | $3.0B | ||
| Q2 24 | $18.1B | $2.9B |
总资产ROPTPR
| Q1 26 | $34.6B | — | ||
| Q4 25 | $34.6B | $6.5B | ||
| Q3 25 | $34.6B | $6.4B | ||
| Q2 25 | $33.2B | $6.6B | ||
| Q1 25 | $31.4B | $7.3B | ||
| Q4 24 | $31.3B | $7.3B | ||
| Q3 24 | $31.6B | $13.7B | ||
| Q2 24 | $29.8B | $13.4B |
负债/权益比ROPTPR
| Q1 26 | 0.52× | — | ||
| Q4 25 | 0.47× | 4.32× | ||
| Q3 25 | — | 5.95× | ||
| Q2 25 | — | 2.77× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | 0.40× | 1.78× | ||
| Q3 24 | — | 2.35× | ||
| Q2 24 | — | 2.39× |
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 | — | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $507.0M | $1.0B |
| 自由现金流率自由现金流/营收 | 24.2% | 41.5% |
| 资本支出强度资本支出/营收 | 0.5% | 1.7% |
| 现金转化率经营现金流/净利润 | — | 1.93× |
| 过去12个月自由现金流最近4个季度 | — | $1.6B |
8季度趋势，按日历期对齐
经营现金流ROPTPR
| Q1 26 | — | — | ||
| Q4 25 | $738.0M | $1.1B | ||
| Q3 25 | $869.5M | $112.6M | ||
| Q2 25 | $404.1M | $446.8M | ||
| Q1 25 | $528.7M | $144.3M | ||
| Q4 24 | $722.2M | $506.0M | ||
| Q3 24 | $755.4M | $119.5M | ||
| Q2 24 | $384.1M | $256.0M |
自由现金流ROPTPR
| Q1 26 | $507.0M | — | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $80.2M | ||
| Q2 25 | — | $411.5M | ||
| Q1 25 | — | $113.4M | ||
| Q4 24 | — | $475.1M | ||
| Q3 24 | — | $93.9M | ||
| Q2 24 | — | $209.8M |
自由现金流率ROPTPR
| Q1 26 | 24.2% | — | ||
| Q4 25 | — | 41.5% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | — | 7.2% | ||
| Q4 24 | — | 21.6% | ||
| Q3 24 | — | 6.2% | ||
| Q2 24 | — | 13.2% |
资本支出强度ROPTPR
| Q1 26 | 0.5% | — | ||
| Q4 25 | — | 1.7% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 2.9% |
现金转化率ROPTPR
| Q1 26 | — | — | ||
| Q4 25 | 1.72× | 1.93× | ||
| Q3 25 | 2.18× | 0.41× | ||
| Q2 25 | 1.07× | — | ||
| Q1 25 | 1.60× | 0.71× | ||
| Q4 24 | 1.56× | 1.63× | ||
| Q3 24 | 2.05× | 0.64× | ||
| Q2 24 | 1.14× | 1.61× |
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
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
