儒博实业

$儒博实业(ROP)$ 增速降至个位数，又一个被AI 屠杀的软件公司？
1. 软件收入占比：约 77%
ROP 的业务现在被划分为三大板块，其中两个纯软件板块贡献了绝大部分收入：
应用软件 (Application Software)： 占比约 56% 。这是最大的板块，包括 Deltek, Vertafore 等针对特定行业的 SaaS ...

ROP、adobe两家公司的EV/OCF估值已经跌到了15倍和12倍，业绩还没有出现倒退，只是放缓。当市场已经开始用脚投票，估值大幅缩水。业绩见顶可以杀估值；如果是被AI替代，就是杀逻辑了。软件行业的考验确实要来了，$儒博实业(ROP)$ $Adobe(ADBE)$

$儒博实业(ROP)$ 8-K Current report, items 2.02 and 9.01 Accession Number: 0000882835-26-000003  Act: 34  Size: 540 KB 网页链接

$儒博实业(ROP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-26-114053  Size: 5 KB 网页链接

$儒博实业(ROP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-26-114072  Size: 5 KB 网页链接

$儒博实业(ROP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-26-104198  Size: 6 KB 网页链接

$儒博实业(ROP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-26-041050  Size: 5 KB 网页链接

$儒博实业(ROP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-26-104207  Size: 7 KB 网页链接

$儒博实业(ROP)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0000102909-26-002207  Act: 34  Size: 7 KB 网页链接

$儒博实业(ROP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-26-114034  Size: 4 KB 网页链接

$儒博实业(ROP)$ 10-K Annual report [Section 13 and 15(d), not S-K Item 405] Accession Number: 0000882835-26-000009  Act: 34  Size: 12 MB 网页链接

$儒博实业(ROP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-26-114001  Size: 4 KB 网页链接

$儒博实业(ROP)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0000102909-26-000283  Act: 34  Size: 7 KB 网页链接

$儒博实业(ROP)$ 8-K Current report, items 1.01, 1.02, 2.03, and 9.01 Accession Number: 0001193125-26-138072  Act: 34  Size: 965 KB 网页链接

$儒博实业(ROP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-26-104247  Size: 11 KB 网页链接

$儒博实业(ROP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-26-104212  Size: 7 KB 网页链接