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Side-by-side financial comparison of Astera Labs, Inc. (ALAB) and ROGERS CORP (ROG). Click either name above to swap in a different company.
Astera Labs, Inc. is the larger business by last-quarter revenue ($270.6M vs $200.5M, roughly 1.3× ROGERS CORP). Astera Labs, Inc. runs the higher net margin — 16.6% vs 2.2%, a 14.4% gap on every dollar of revenue. On growth, Astera Labs, Inc. posted the faster year-over-year revenue change (91.8% vs 5.2%). Astera Labs, Inc. produced more free cash flow last quarter ($76.6M vs $1.1M). Over the past eight quarters, Astera Labs, Inc.'s revenue compounded faster (103.6% CAGR vs -3.3%).
Astera Labs, Inc. is an American fabless semiconductor manufacturer and artificial intelligence company. The company specializes in designing high-speed connectivity solutions for data centers and AI infrastructure. The company has been listed on the Nasdaq since March 2024.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
ALAB vs ROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $270.6M | $200.5M |
| Net Profit | $45.0M | $4.5M |
| Gross Margin | 75.6% | 32.2% |
| Operating Margin | 24.7% | — |
| Net Margin | 16.6% | 2.2% |
| Revenue YoY | 91.8% | 5.2% |
| Net Profit YoY | 82.0% | 421.4% |
| EPS (diluted) | $0.25 | $0.25 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $200.5M | ||
| Q4 25 | $270.6M | $201.5M | ||
| Q3 25 | $230.6M | $216.0M | ||
| Q2 25 | $191.9M | $202.8M | ||
| Q1 25 | $159.4M | $190.5M | ||
| Q4 24 | $141.1M | $192.2M | ||
| Q3 24 | $113.1M | $210.3M | ||
| Q2 24 | $76.8M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $45.0M | $4.6M | ||
| Q3 25 | $91.1M | $8.6M | ||
| Q2 25 | $51.2M | $-73.6M | ||
| Q1 25 | $31.8M | $-1.4M | ||
| Q4 24 | $24.7M | $-500.0K | ||
| Q3 24 | $-7.6M | $10.7M | ||
| Q2 24 | $-7.5M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | 75.6% | 31.5% | ||
| Q3 25 | 76.2% | 33.5% | ||
| Q2 25 | 75.8% | 31.6% | ||
| Q1 25 | 74.9% | 29.9% | ||
| Q4 24 | 74.0% | 32.1% | ||
| Q3 24 | 77.7% | 35.2% | ||
| Q2 24 | 77.9% | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 24.7% | 3.5% | ||
| Q3 25 | 24.0% | 7.3% | ||
| Q2 25 | 20.7% | -33.3% | ||
| Q1 25 | 7.1% | -0.2% | ||
| Q4 24 | 0.1% | -6.6% | ||
| Q3 24 | -7.9% | 6.9% | ||
| Q2 24 | -31.7% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 16.6% | 2.3% | ||
| Q3 25 | 39.5% | 4.0% | ||
| Q2 25 | 26.7% | -36.3% | ||
| Q1 25 | 20.0% | -0.7% | ||
| Q4 24 | 17.5% | -0.3% | ||
| Q3 24 | -6.7% | 5.1% | ||
| Q2 24 | -9.8% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.25 | $0.20 | ||
| Q3 25 | $0.50 | $0.48 | ||
| Q2 25 | $0.29 | $-4.00 | ||
| Q1 25 | $0.18 | $-0.08 | ||
| Q4 24 | $1.23 | $-0.04 | ||
| Q3 24 | $-0.05 | $0.58 | ||
| Q2 24 | $-0.05 | $0.44 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $167.6M | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.4B | $1.2B |
| Total Assets | $1.5B | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $167.6M | $197.0M | ||
| Q3 25 | $140.4M | $167.8M | ||
| Q2 25 | $162.3M | $157.2M | ||
| Q1 25 | $86.4M | $175.6M | ||
| Q4 24 | $79.6M | $159.8M | ||
| Q3 24 | $126.1M | $146.4M | ||
| Q2 24 | $421.1M | $119.9M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.4B | $1.2B | ||
| Q3 25 | $1.3B | $1.2B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $964.8M | $1.3B | ||
| Q3 24 | $889.6M | $1.3B | ||
| Q2 24 | $845.3M | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.1B | $1.5B | ||
| Q4 24 | $1.1B | $1.5B | ||
| Q3 24 | $983.1M | $1.5B | ||
| Q2 24 | $915.5M | $1.5B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $95.3M | $5.8M |
| Free Cash FlowOCF − Capex | $76.6M | $1.1M |
| FCF MarginFCF / Revenue | 28.3% | 0.5% |
| Capex IntensityCapex / Revenue | 6.9% | 2.3% |
| Cash ConversionOCF / Net Profit | 2.12× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $281.8M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $95.3M | $46.9M | ||
| Q3 25 | $78.2M | $28.9M | ||
| Q2 25 | $135.4M | $13.7M | ||
| Q1 25 | $10.5M | $11.7M | ||
| Q4 24 | $39.7M | $33.7M | ||
| Q3 24 | $63.5M | $42.4M | ||
| Q2 24 | $29.8M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $76.6M | $42.2M | ||
| Q3 25 | $65.9M | $21.2M | ||
| Q2 25 | $133.3M | $5.6M | ||
| Q1 25 | $6.0M | $2.1M | ||
| Q4 24 | $24.3M | $18.3M | ||
| Q3 24 | $46.8M | $25.2M | ||
| Q2 24 | $28.5M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 28.3% | 20.9% | ||
| Q3 25 | 28.6% | 9.8% | ||
| Q2 25 | 69.5% | 2.8% | ||
| Q1 25 | 3.7% | 1.1% | ||
| Q4 24 | 17.2% | 9.5% | ||
| Q3 24 | 41.4% | 12.0% | ||
| Q2 24 | 37.1% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 6.9% | 2.3% | ||
| Q3 25 | 5.3% | 3.6% | ||
| Q2 25 | 1.1% | 4.0% | ||
| Q1 25 | 2.8% | 5.0% | ||
| Q4 24 | 10.9% | 8.0% | ||
| Q3 24 | 14.8% | 8.2% | ||
| Q2 24 | 1.7% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 2.12× | 10.20× | ||
| Q3 25 | 0.86× | 3.36× | ||
| Q2 25 | 2.64× | — | ||
| Q1 25 | 0.33× | — | ||
| Q4 24 | 1.61× | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
