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Roper Technologies（ROP）与Tractor Supply（TSCO）财务数据对比。点击上方公司名可切换其他公司
Tractor Supply的季度营收约是Roper Technologies的1.7倍（$3.6B vs $2.1B），Roper Technologies净利率更高（15.8% vs 4.6%，领先11.2%），Tractor Supply同比增速更快（100.0% vs 11.3%），过去两年Roper Technologies的营收复合增速更高（10.5% vs -8.0%）
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。
Tractor Supply Company成立于1938年，是美国连锁零售企业，主营家居装修、农业、园艺养护、牲畜、马术及宠物护理相关设备与用品，客群覆盖农民、牧场主、宠物主及土地所有者。截至2024年共开设2250家门店，总部位于田纳西州布伦特伍德，为纳斯达克上市的财富500强企业。
ROP vs TSCO — 直观对比
营收规模更大
TSCO
是对方的1.7倍
$2.1B
营收增速更快
TSCO
高出88.7%
11.3%
净利率更高
ROP
高出11.2%
4.6%
两年增速更快
ROP
近两年复合增速
-8.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $3.6B |
| 净利润 | $331.0M | $164.5M |
| 毛利率 | 69.4% | 36.2% |
| 营业利润率 | 27.2% | 6.5% |
| 净利率 | 15.8% | 4.6% |
| 营收同比 | 11.3% | 100.0% |
| 净利润同比 | 842.6% | 4.6% |
| 每股收益（稀释后） | $4.87 | $0.31 |
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ROPTSCO
| Q1 26 | $2.1B | $3.6B | ||
| Q4 25 | $2.1B | $3.9B | ||
| Q3 25 | $2.0B | $3.7B | ||
| Q2 25 | $1.9B | $4.4B | ||
| Q1 25 | $1.9B | $3.5B | ||
| Q4 24 | $1.9B | $3.8B | ||
| Q3 24 | $1.8B | $3.5B | ||
| Q2 24 | $1.7B | $4.2B |
净利润ROPTSCO
| Q1 26 | $331.0M | $164.5M | ||
| Q4 25 | $428.4M | $227.4M | ||
| Q3 25 | $398.5M | $259.3M | ||
| Q2 25 | $378.3M | $430.0M | ||
| Q1 25 | $331.1M | $179.4M | ||
| Q4 24 | $462.3M | $236.4M | ||
| Q3 24 | $367.9M | $241.5M | ||
| Q2 24 | $337.1M | $425.2M |
毛利率ROPTSCO
| Q1 26 | 69.4% | 36.2% | ||
| Q4 25 | 69.5% | 35.1% | ||
| Q3 25 | 69.5% | 37.4% | ||
| Q2 25 | 69.2% | 36.9% | ||
| Q1 25 | 68.7% | 36.2% | ||
| Q4 24 | 68.3% | 35.2% | ||
| Q3 24 | 69.2% | 37.2% | ||
| Q2 24 | 69.5% | 36.6% |
营业利润率ROPTSCO
| Q1 26 | 27.2% | 6.5% | ||
| Q4 25 | 28.6% | 7.6% | ||
| Q3 25 | 28.4% | 9.2% | ||
| Q2 25 | 28.2% | 13.0% | ||
| Q1 25 | 27.9% | 7.2% | ||
| Q4 24 | 28.0% | 8.4% | ||
| Q3 24 | 28.1% | 9.4% | ||
| Q2 24 | 28.8% | 13.2% |
净利率ROPTSCO
| Q1 26 | 15.8% | 4.6% | ||
| Q4 25 | 20.8% | 5.8% | ||
| Q3 25 | 19.8% | 7.0% | ||
| Q2 25 | 19.5% | 9.7% | ||
| Q1 25 | 17.6% | 5.2% | ||
| Q4 24 | 24.6% | 6.3% | ||
| Q3 24 | 20.8% | 7.0% | ||
| Q2 24 | 19.6% | 10.0% |
每股收益（稀释后）ROPTSCO
| Q1 26 | $4.87 | $0.31 | ||
| Q4 25 | $3.97 | $0.42 | ||
| Q3 25 | $3.68 | $0.49 | ||
| Q2 25 | $3.49 | $0.81 | ||
| Q1 25 | $3.06 | $0.34 | ||
| Q4 24 | $4.29 | $-5.96 | ||
| Q3 24 | $3.40 | $2.24 | ||
| Q2 24 | $3.12 | $3.93 |
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 | $224.3M |
| 总债务越低越好 | $9.7B | $2.1B |
| 股东权益账面价值 | $18.8B | $2.5B |
| 总资产 | $34.6B | $11.7B |
| 负债/权益比越低杠杆越低 | 0.52× | 0.85× |
8季度趋势，按日历期对齐
现金及短期投资ROPTSCO
| Q1 26 | $382.9M | $224.3M | ||
| Q4 25 | $297.4M | $194.1M | ||
| Q3 25 | $320.0M | $184.6M | ||
| Q2 25 | $242.4M | $225.8M | ||
| Q1 25 | $372.8M | $231.7M | ||
| Q4 24 | $188.2M | $251.5M | ||
| Q3 24 | $269.6M | $186.3M | ||
| Q2 24 | $251.5M | $394.7M |
总债务ROPTSCO
| Q1 26 | $9.7B | $2.1B | ||
| Q4 25 | $9.3B | $150.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $7.6B | $150.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ROPTSCO
| Q1 26 | $18.8B | $2.5B | ||
| Q4 25 | $19.9B | $2.6B | ||
| Q3 25 | $20.0B | $2.6B | ||
| Q2 25 | $19.6B | $2.5B | ||
| Q1 25 | $19.2B | $2.2B | ||
| Q4 24 | $18.9B | $2.3B | ||
| Q3 24 | $18.5B | $2.3B | ||
| Q2 24 | $18.1B | $2.3B |
总资产ROPTSCO
| Q1 26 | $34.6B | $11.7B | ||
| Q4 25 | $34.6B | $10.9B | ||
| Q3 25 | $34.6B | $10.9B | ||
| Q2 25 | $33.2B | $10.6B | ||
| Q1 25 | $31.4B | $10.4B | ||
| Q4 24 | $31.3B | $9.8B | ||
| Q3 24 | $31.6B | $9.8B | ||
| Q2 24 | $29.8B | $9.8B |
负债/权益比ROPTSCO
| Q1 26 | 0.52× | 0.85× | ||
| Q4 25 | 0.47× | 0.06× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.40× | 0.07× | ||
| 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 | — | $91.1M |
| 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% | 5.6% |
| 现金转化率经营现金流/净利润 | — | 0.55× |
| 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ROPTSCO
| Q1 26 | — | $91.1M | ||
| Q4 25 | $738.0M | $324.8M | ||
| Q3 25 | $869.5M | $307.9M | ||
| Q2 25 | $404.1M | $785.8M | ||
| Q1 25 | $528.7M | $216.8M | ||
| Q4 24 | $722.2M | $517.2M | ||
| Q3 24 | $755.4M | $86.3M | ||
| Q2 24 | $384.1M | $559.9M |
自由现金流ROPTSCO
| Q1 26 | $507.0M | — | ||
| Q4 25 | — | $59.3M | ||
| Q3 25 | — | $30.3M | ||
| Q2 25 | — | $575.4M | ||
| Q1 25 | — | $75.5M | ||
| Q4 24 | — | $271.2M | ||
| Q3 24 | — | $-101.9M | ||
| Q2 24 | — | $367.3M |
自由现金流率ROPTSCO
| Q1 26 | 24.2% | — | ||
| Q4 25 | — | 1.5% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 13.0% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | — | 7.2% | ||
| Q3 24 | — | -2.9% | ||
| Q2 24 | — | 8.6% |
资本支出强度ROPTSCO
| Q1 26 | 0.5% | 5.6% | ||
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 7.5% | ||
| Q2 25 | — | 4.7% | ||
| Q1 25 | — | 4.1% | ||
| Q4 24 | — | 6.5% | ||
| Q3 24 | — | 5.4% | ||
| Q2 24 | — | 4.5% |
现金转化率ROPTSCO
| Q1 26 | — | 0.55× | ||
| Q4 25 | 1.72× | 1.43× | ||
| Q3 25 | 2.18× | 1.19× | ||
| Q2 25 | 1.07× | 1.83× | ||
| Q1 25 | 1.60× | 1.21× | ||
| Q4 24 | 1.56× | 2.19× | ||
| Q3 24 | 2.05× | 0.36× | ||
| Q2 24 | 1.14× | 1.32× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
