vs
Side-by-side financial comparison of COGENT COMMUNICATIONS HOLDINGS, INC. (CCOI) and ROGERS CORP (ROG). Click either name above to swap in a different company.
COGENT COMMUNICATIONS HOLDINGS, INC. is the larger business by last-quarter revenue ($240.5M vs $200.5M, roughly 1.2× ROGERS CORP). ROGERS CORP runs the higher net margin — 2.2% vs -12.8%, a 15.0% gap on every dollar of revenue. On growth, ROGERS CORP posted the faster year-over-year revenue change (5.2% vs -4.7%). ROGERS CORP produced more free cash flow last quarter ($1.1M vs $-43.0M). Over the past eight quarters, ROGERS CORP's revenue compounded faster (-3.3% CAGR vs -4.9%).
Cogent Communications Holdings, Inc. is a multinational internet service provider based in the United States. Cogent's primary services consist of Internet access and data transport, offered on a fiber optic, IP data-only network, along with colocation in data centers.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
CCOI vs ROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $240.5M | $200.5M |
| Net Profit | $-30.8M | $4.5M |
| Gross Margin | 46.6% | 32.2% |
| Operating Margin | -4.7% | — |
| Net Margin | -12.8% | 2.2% |
| Revenue YoY | -4.7% | 5.2% |
| Net Profit YoY | 28.9% | 421.4% |
| EPS (diluted) | $-0.63 | $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 | $240.5M | $201.5M | ||
| Q3 25 | $241.9M | $216.0M | ||
| Q2 25 | $246.2M | $202.8M | ||
| Q1 25 | $247.0M | $190.5M | ||
| Q4 24 | $252.3M | $192.2M | ||
| Q3 24 | $257.2M | $210.3M | ||
| Q2 24 | $260.4M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-30.8M | $4.6M | ||
| Q3 25 | $-41.5M | $8.6M | ||
| Q2 25 | $-57.8M | $-73.6M | ||
| Q1 25 | $-52.0M | $-1.4M | ||
| Q4 24 | $-43.3M | $-500.0K | ||
| Q3 24 | $-63.1M | $10.7M | ||
| Q2 24 | $-32.3M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | 46.6% | 31.5% | ||
| Q3 25 | 45.6% | 33.5% | ||
| Q2 25 | 44.2% | 31.6% | ||
| Q1 25 | 44.4% | 29.9% | ||
| Q4 24 | 38.5% | 32.1% | ||
| Q3 24 | 37.2% | 35.2% | ||
| Q2 24 | 40.0% | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | -4.7% | 3.5% | ||
| Q3 25 | -7.5% | 7.3% | ||
| Q2 25 | -12.8% | -33.3% | ||
| Q1 25 | -16.3% | -0.2% | ||
| Q4 24 | -13.2% | -6.6% | ||
| Q3 24 | -22.5% | 6.9% | ||
| Q2 24 | -18.1% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | -12.8% | 2.3% | ||
| Q3 25 | -17.2% | 4.0% | ||
| Q2 25 | -23.5% | -36.3% | ||
| Q1 25 | -21.1% | -0.7% | ||
| Q4 24 | -17.2% | -0.3% | ||
| Q3 24 | -24.5% | 5.1% | ||
| Q2 24 | -12.4% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.63 | $0.20 | ||
| Q3 25 | $-0.87 | $0.48 | ||
| Q2 25 | $-1.21 | $-4.00 | ||
| Q1 25 | $-1.09 | $-0.08 | ||
| Q4 24 | $-0.89 | $-0.04 | ||
| Q3 24 | $-1.33 | $0.58 | ||
| Q2 24 | $-0.68 | $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 | $148.5M | $195.8M |
| Total DebtLower is stronger | $1.7B | — |
| Stockholders' EquityBook value | $-63.8M | $1.2B |
| Total Assets | $3.1B | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $148.5M | $197.0M | ||
| Q3 25 | $147.1M | $167.8M | ||
| Q2 25 | $213.7M | $157.2M | ||
| Q1 25 | $153.8M | $175.6M | ||
| Q4 24 | $198.5M | $159.8M | ||
| Q3 24 | $279.2M | $146.4M | ||
| Q2 24 | $384.4M | $119.9M |
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $-63.8M | $1.2B | ||
| Q3 25 | $-39.2M | $1.2B | ||
| Q2 25 | $46.7M | $1.2B | ||
| Q1 25 | $142.8M | $1.3B | ||
| Q4 24 | $222.8M | $1.3B | ||
| Q3 24 | $323.6M | $1.3B | ||
| Q2 24 | $415.5M | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $3.1B | $1.4B | ||
| Q3 25 | $3.1B | $1.4B | ||
| Q2 25 | $3.3B | $1.5B | ||
| Q1 25 | $3.1B | $1.5B | ||
| Q4 24 | $3.2B | $1.5B | ||
| Q3 24 | $3.2B | $1.5B | ||
| Q2 24 | $3.3B | $1.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 6.53× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $-6.0M | $5.8M |
| Free Cash FlowOCF − Capex | $-43.0M | $1.1M |
| FCF MarginFCF / Revenue | -17.9% | 0.5% |
| Capex IntensityCapex / Revenue | 15.4% | 2.3% |
| Cash ConversionOCF / Net Profit | — | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $-198.1M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-6.0M | $46.9M | ||
| Q3 25 | $3.1M | $28.9M | ||
| Q2 25 | $-44.0M | $13.7M | ||
| Q1 25 | $36.4M | $11.7M | ||
| Q4 24 | $14.5M | $33.7M | ||
| Q3 24 | $-20.2M | $42.4M | ||
| Q2 24 | $-22.2M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-43.0M | $42.2M | ||
| Q3 25 | $-33.1M | $21.2M | ||
| Q2 25 | $-100.2M | $5.6M | ||
| Q1 25 | $-21.7M | $2.1M | ||
| Q4 24 | $-31.6M | $18.3M | ||
| Q3 24 | $-79.5M | $25.2M | ||
| Q2 24 | $-70.9M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | -17.9% | 20.9% | ||
| Q3 25 | -13.7% | 9.8% | ||
| Q2 25 | -40.7% | 2.8% | ||
| Q1 25 | -8.8% | 1.1% | ||
| Q4 24 | -12.5% | 9.5% | ||
| Q3 24 | -30.9% | 12.0% | ||
| Q2 24 | -27.2% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 15.4% | 2.3% | ||
| Q3 25 | 15.0% | 3.6% | ||
| Q2 25 | 22.8% | 4.0% | ||
| Q1 25 | 23.5% | 5.0% | ||
| Q4 24 | 18.3% | 8.0% | ||
| Q3 24 | 23.0% | 8.2% | ||
| Q2 24 | 18.7% | 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.
