vs
Side-by-side financial comparison of BANCFIRST CORP (BANF) and ROGERS CORP (ROG). Click either name above to swap in a different company.
ROGERS CORP is the larger business by last-quarter revenue ($200.5M vs $181.0M, roughly 1.1× BANCFIRST CORP). BANCFIRST CORP runs the higher net margin — 32.9% vs 2.2%, a 30.6% gap on every dollar of revenue. On growth, BANCFIRST CORP posted the faster year-over-year revenue change (11.1% vs 5.2%). BANCFIRST CORP produced more free cash flow last quarter ($237.0M vs $1.1M). Over the past eight quarters, BANCFIRST CORP's revenue compounded faster (9.5% CAGR vs -3.3%).
BancFirst Corporation is an Oklahoma-based financial services holding company. The company operates three subsidiary banks, BancFirst, an Oklahoma state-chartered bank; and Pegasus Bank and Worthington Bank, both Texas state-chartered banks.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
BANF vs ROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $181.0M | $200.5M |
| Net Profit | $59.5M | $4.5M |
| Gross Margin | — | 32.2% |
| Operating Margin | 41.6% | — |
| Net Margin | 32.9% | 2.2% |
| Revenue YoY | 11.1% | 5.2% |
| Net Profit YoY | 5.3% | 421.4% |
| EPS (diluted) | $1.75 | $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 | $181.0M | $201.5M | ||
| Q3 25 | $175.5M | $216.0M | ||
| Q2 25 | $169.3M | $202.8M | ||
| Q1 25 | $164.8M | $190.5M | ||
| Q4 24 | $162.9M | $192.2M | ||
| Q3 24 | $163.7M | $210.3M | ||
| Q2 24 | $153.8M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $59.5M | $4.6M | ||
| Q3 25 | $62.7M | $8.6M | ||
| Q2 25 | $62.3M | $-73.6M | ||
| Q1 25 | $56.1M | $-1.4M | ||
| Q4 24 | $56.5M | $-500.0K | ||
| Q3 24 | $58.9M | $10.7M | ||
| Q2 24 | $50.6M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 41.6% | 3.5% | ||
| Q3 25 | 45.0% | 7.3% | ||
| Q2 25 | 47.1% | -33.3% | ||
| Q1 25 | 43.1% | -0.2% | ||
| Q4 24 | 44.2% | -6.6% | ||
| Q3 24 | 45.2% | 6.9% | ||
| Q2 24 | 42.4% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 32.9% | 2.3% | ||
| Q3 25 | 35.7% | 4.0% | ||
| Q2 25 | 36.8% | -36.3% | ||
| Q1 25 | 34.0% | -0.7% | ||
| Q4 24 | 34.7% | -0.3% | ||
| Q3 24 | 36.0% | 5.1% | ||
| Q2 24 | 32.9% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $1.75 | $0.20 | ||
| Q3 25 | $1.85 | $0.48 | ||
| Q2 25 | $1.85 | $-4.00 | ||
| Q1 25 | $1.66 | $-0.08 | ||
| Q4 24 | $1.68 | $-0.04 | ||
| Q3 24 | $1.75 | $0.58 | ||
| Q2 24 | $1.51 | $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 | — | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $1.2B |
| Total Assets | $14.8B | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | — | $197.0M | ||
| Q3 25 | — | $167.8M | ||
| Q2 25 | — | $157.2M | ||
| Q1 25 | — | $175.6M | ||
| Q4 24 | — | $159.8M | ||
| Q3 24 | — | $146.4M | ||
| Q2 24 | — | $119.9M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.9B | $1.2B | ||
| Q3 25 | $1.8B | $1.2B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | $1.7B | $1.3B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.6B | $1.3B | ||
| Q2 24 | $1.5B | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $14.8B | $1.4B | ||
| Q3 25 | $14.2B | $1.4B | ||
| Q2 25 | $14.0B | $1.5B | ||
| Q1 25 | $14.0B | $1.5B | ||
| Q4 24 | $13.6B | $1.5B | ||
| Q3 24 | $13.3B | $1.5B | ||
| Q2 24 | $12.7B | $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 | $285.3M | $5.8M |
| Free Cash FlowOCF − Capex | $237.0M | $1.1M |
| FCF MarginFCF / Revenue | 130.9% | 0.5% |
| Capex IntensityCapex / Revenue | 26.7% | 2.3% |
| Cash ConversionOCF / Net Profit | 4.79× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $430.7M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $285.3M | $46.9M | ||
| Q3 25 | $75.4M | $28.9M | ||
| Q2 25 | $78.1M | $13.7M | ||
| Q1 25 | $77.0M | $11.7M | ||
| Q4 24 | $261.2M | $33.7M | ||
| Q3 24 | $77.6M | $42.4M | ||
| Q2 24 | $100.2M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $237.0M | $42.2M | ||
| Q3 25 | $63.7M | $21.2M | ||
| Q2 25 | $64.4M | $5.6M | ||
| Q1 25 | $65.6M | $2.1M | ||
| Q4 24 | $224.5M | $18.3M | ||
| Q3 24 | $72.4M | $25.2M | ||
| Q2 24 | $94.1M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 130.9% | 20.9% | ||
| Q3 25 | 36.3% | 9.8% | ||
| Q2 25 | 38.0% | 2.8% | ||
| Q1 25 | 39.8% | 1.1% | ||
| Q4 24 | 137.8% | 9.5% | ||
| Q3 24 | 44.2% | 12.0% | ||
| Q2 24 | 61.2% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 26.7% | 2.3% | ||
| Q3 25 | 6.7% | 3.6% | ||
| Q2 25 | 8.1% | 4.0% | ||
| Q1 25 | 6.9% | 5.0% | ||
| Q4 24 | 22.5% | 8.0% | ||
| Q3 24 | 3.2% | 8.2% | ||
| Q2 24 | 3.9% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 4.79× | 10.20× | ||
| Q3 25 | 1.20× | 3.36× | ||
| Q2 25 | 1.25× | — | ||
| Q1 25 | 1.37× | — | ||
| Q4 24 | 4.62× | — | ||
| Q3 24 | 1.32× | 3.96× | ||
| Q2 24 | 1.98× | 2.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
