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Side-by-side financial comparison of Braze, Inc. (BRZE) 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 $190.8M, roughly 1.1× Braze, Inc.). ROGERS CORP runs the higher net margin — 2.2% vs -18.9%, a 21.1% gap on every dollar of revenue. On growth, Braze, Inc. posted the faster year-over-year revenue change (25.5% vs 5.2%). Braze, Inc. produced more free cash flow last quarter ($19.0M vs $1.1M). Over the past eight quarters, Braze, Inc.'s revenue compounded faster (20.7% CAGR vs -3.3%).
Braze, Inc. is an American cloud-based software company based in New York City. It is a customer engagement platform used by businesses for multichannel marketing.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
BRZE vs ROG — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $190.8M | $200.5M |
| Net Profit | $-36.0M | $4.5M |
| Gross Margin | 67.2% | 32.2% |
| Operating Margin | -19.7% | — |
| Net Margin | -18.9% | 2.2% |
| Revenue YoY | 25.5% | 5.2% |
| Net Profit YoY | -29.0% | 421.4% |
| EPS (diluted) | $-0.33 | $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 | $190.8M | $201.5M | ||
| Q3 25 | $180.1M | $216.0M | ||
| Q2 25 | $162.1M | $202.8M | ||
| Q1 25 | $160.4M | $190.5M | ||
| Q4 24 | $152.1M | $192.2M | ||
| Q3 24 | $145.5M | $210.3M | ||
| Q2 24 | $135.5M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-36.0M | $4.6M | ||
| Q3 25 | $-27.9M | $8.6M | ||
| Q2 25 | $-35.8M | $-73.6M | ||
| Q1 25 | $-17.2M | $-1.4M | ||
| Q4 24 | $-27.9M | $-500.0K | ||
| Q3 24 | $-23.0M | $10.7M | ||
| Q2 24 | $-35.6M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | 67.2% | 31.5% | ||
| Q3 25 | 67.7% | 33.5% | ||
| Q2 25 | 68.6% | 31.6% | ||
| Q1 25 | 69.3% | 29.9% | ||
| Q4 24 | 69.8% | 32.1% | ||
| Q3 24 | 70.2% | 35.2% | ||
| Q2 24 | 67.1% | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | -19.7% | 3.5% | ||
| Q3 25 | -21.5% | 7.3% | ||
| Q2 25 | -24.8% | -33.3% | ||
| Q1 25 | -13.4% | -0.2% | ||
| Q4 24 | -21.4% | -6.6% | ||
| Q3 24 | -19.2% | 6.9% | ||
| Q2 24 | -29.6% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | -18.9% | 2.3% | ||
| Q3 25 | -15.5% | 4.0% | ||
| Q2 25 | -22.1% | -36.3% | ||
| Q1 25 | -10.7% | -0.7% | ||
| Q4 24 | -18.4% | -0.3% | ||
| Q3 24 | -15.8% | 5.1% | ||
| Q2 24 | -26.3% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.33 | $0.20 | ||
| Q3 25 | $-0.26 | $0.48 | ||
| Q2 25 | $-0.34 | $-4.00 | ||
| Q1 25 | $-0.17 | $-0.08 | ||
| Q4 24 | $-0.27 | $-0.04 | ||
| Q3 24 | $-0.23 | $0.58 | ||
| Q2 24 | $-0.35 | $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 | $97.8M | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $602.0M | $1.2B |
| Total Assets | $1.0B | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $97.8M | $197.0M | ||
| Q3 25 | $81.0M | $167.8M | ||
| Q2 25 | $231.5M | $157.2M | ||
| Q1 25 | $83.1M | $175.6M | ||
| Q4 24 | $61.3M | $159.8M | ||
| Q3 24 | $79.1M | $146.4M | ||
| Q2 24 | $74.8M | $119.9M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $602.0M | $1.2B | ||
| Q3 25 | $598.9M | $1.2B | ||
| Q2 25 | $474.4M | $1.2B | ||
| Q1 25 | $474.9M | $1.3B | ||
| Q4 24 | $458.1M | $1.3B | ||
| Q3 24 | $453.7M | $1.3B | ||
| Q2 24 | $436.1M | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $889.1M | $1.5B | ||
| Q1 25 | $871.0M | $1.5B | ||
| Q4 24 | $842.0M | $1.5B | ||
| Q3 24 | $825.6M | $1.5B | ||
| Q2 24 | $816.1M | $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 | $21.0M | $5.8M |
| Free Cash FlowOCF − Capex | $19.0M | $1.1M |
| FCF MarginFCF / Revenue | 10.0% | 0.5% |
| Capex IntensityCapex / Revenue | 1.0% | 2.3% |
| Cash ConversionOCF / Net Profit | — | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $63.3M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $21.0M | $46.9M | ||
| Q3 25 | $7.0M | $28.9M | ||
| Q2 25 | $24.1M | $13.7M | ||
| Q1 25 | $17.1M | $11.7M | ||
| Q4 24 | $-11.4M | $33.7M | ||
| Q3 24 | $11.6M | $42.4M | ||
| Q2 24 | $19.4M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $19.0M | $42.2M | ||
| Q3 25 | $4.3M | $21.2M | ||
| Q2 25 | $23.9M | $5.6M | ||
| Q1 25 | $16.0M | $2.1M | ||
| Q4 24 | $-13.3M | $18.3M | ||
| Q3 24 | $8.3M | $25.2M | ||
| Q2 24 | $12.5M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 10.0% | 20.9% | ||
| Q3 25 | 2.4% | 9.8% | ||
| Q2 25 | 14.8% | 2.8% | ||
| Q1 25 | 10.0% | 1.1% | ||
| Q4 24 | -8.8% | 9.5% | ||
| Q3 24 | 5.7% | 12.0% | ||
| Q2 24 | 9.2% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.0% | 2.3% | ||
| Q3 25 | 1.4% | 3.6% | ||
| Q2 25 | 0.1% | 4.0% | ||
| Q1 25 | 0.7% | 5.0% | ||
| Q4 24 | 1.3% | 8.0% | ||
| Q3 24 | 2.3% | 8.2% | ||
| Q2 24 | 5.1% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BRZE
| Subscription Revenue | $181.7M | 95% |
| Professional Services Revenue | $9.2M | 5% |
ROG
Segment breakdown not available.
