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Side-by-side financial comparison of Cerence Inc. (CRNC) 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 $115.1M, roughly 1.7× Cerence Inc.). ROGERS CORP runs the higher net margin — 2.2% vs -4.6%, a 6.8% gap on every dollar of revenue. On growth, Cerence Inc. posted the faster year-over-year revenue change (126.1% vs 5.2%). Cerence Inc. produced more free cash flow last quarter ($35.6M vs $1.1M). Over the past eight quarters, Cerence Inc.'s revenue compounded faster (30.3% CAGR vs -3.3%).
Cerence Inc. is an American multinational software company that develops artificial intelligence (AI) assistant technology primarily for automobiles.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
CRNC vs ROG — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $115.1M | $200.5M |
| Net Profit | $-5.2M | $4.5M |
| Gross Margin | 86.3% | 32.2% |
| Operating Margin | 25.5% | — |
| Net Margin | -4.6% | 2.2% |
| Revenue YoY | 126.1% | 5.2% |
| Net Profit YoY | 78.4% | 421.4% |
| EPS (diluted) | $-0.12 | $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 | $115.1M | $201.5M | ||
| Q3 25 | $60.6M | $216.0M | ||
| Q2 25 | $62.2M | $202.8M | ||
| Q1 25 | $78.0M | $190.5M | ||
| Q4 24 | $50.9M | $192.2M | ||
| Q3 24 | $54.8M | $210.3M | ||
| Q2 24 | $70.5M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-5.2M | $4.6M | ||
| Q3 25 | $-13.4M | $8.6M | ||
| Q2 25 | $-2.7M | $-73.6M | ||
| Q1 25 | $21.7M | $-1.4M | ||
| Q4 24 | $-24.3M | $-500.0K | ||
| Q3 24 | $-20.4M | $10.7M | ||
| Q2 24 | $-313.5M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | 86.3% | 31.5% | ||
| Q3 25 | 72.6% | 33.5% | ||
| Q2 25 | 73.7% | 31.6% | ||
| Q1 25 | 77.1% | 29.9% | ||
| Q4 24 | 65.0% | 32.1% | ||
| Q3 24 | 63.7% | 35.2% | ||
| Q2 24 | 71.5% | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 25.5% | 3.5% | ||
| Q3 25 | -2.9% | 7.3% | ||
| Q2 25 | -1.5% | -33.3% | ||
| Q1 25 | 22.2% | -0.2% | ||
| Q4 24 | -33.3% | -6.6% | ||
| Q3 24 | -35.1% | 6.9% | ||
| Q2 24 | -503.1% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | -4.6% | 2.3% | ||
| Q3 25 | -22.0% | 4.0% | ||
| Q2 25 | -4.4% | -36.3% | ||
| Q1 25 | 27.8% | -0.7% | ||
| Q4 24 | -47.7% | -0.3% | ||
| Q3 24 | -37.3% | 5.1% | ||
| Q2 24 | -444.5% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.12 | $0.20 | ||
| Q3 25 | $-0.26 | $0.48 | ||
| Q2 25 | $-0.06 | $-4.00 | ||
| Q1 25 | $0.46 | $-0.08 | ||
| Q4 24 | $-0.57 | $-0.04 | ||
| Q3 24 | $-0.49 | $0.58 | ||
| Q2 24 | $-7.50 | $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 | $2.5M | $195.8M |
| Total DebtLower is stronger | $171.9M | — |
| Stockholders' EquityBook value | $150.4M | $1.2B |
| Total Assets | $602.0M | $1.4B |
| Debt / EquityLower = less leverage | 1.14× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $2.5M | $197.0M | ||
| Q3 25 | $3.4M | $167.8M | ||
| Q2 25 | $5.5M | $157.2M | ||
| Q1 25 | $5.4M | $175.6M | ||
| Q4 24 | $3.9M | $159.8M | ||
| Q3 24 | $5.5M | $146.4M | ||
| Q2 24 | $5.4M | $119.9M |
| Q1 26 | — | — | ||
| Q4 25 | $171.9M | — | ||
| Q3 25 | $199.7M | — | ||
| Q2 25 | $198.8M | — | ||
| Q1 25 | $257.6M | — | ||
| Q4 24 | $256.2M | — | ||
| Q3 24 | $281.9M | — | ||
| Q2 24 | $280.4M | — |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $150.4M | $1.2B | ||
| Q3 25 | $150.7M | $1.2B | ||
| Q2 25 | $155.7M | $1.2B | ||
| Q1 25 | $149.3M | $1.3B | ||
| Q4 24 | $120.7M | $1.3B | ||
| Q3 24 | $141.1M | $1.3B | ||
| Q2 24 | $154.2M | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $602.0M | $1.4B | ||
| Q3 25 | $630.6M | $1.4B | ||
| Q2 25 | $636.8M | $1.5B | ||
| Q1 25 | $665.5M | $1.5B | ||
| Q4 24 | $617.5M | $1.5B | ||
| Q3 24 | $702.4M | $1.5B | ||
| Q2 24 | $674.0M | $1.5B |
| Q1 26 | — | — | ||
| Q4 25 | 1.14× | — | ||
| Q3 25 | 1.33× | — | ||
| Q2 25 | 1.28× | — | ||
| Q1 25 | 1.73× | — | ||
| Q4 24 | 2.12× | — | ||
| Q3 24 | 2.00× | — | ||
| Q2 24 | 1.82× | — |
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 | $37.9M | $5.8M |
| Free Cash FlowOCF − Capex | $35.6M | $1.1M |
| FCF MarginFCF / Revenue | 31.0% | 0.5% |
| Capex IntensityCapex / Revenue | 2.0% | 2.3% |
| Cash ConversionOCF / Net Profit | — | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $74.6M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $37.9M | $46.9M | ||
| Q3 25 | $12.8M | $28.9M | ||
| Q2 25 | $23.7M | $13.7M | ||
| Q1 25 | $15.5M | $11.7M | ||
| Q4 24 | $9.3M | $33.7M | ||
| Q3 24 | $6.1M | $42.4M | ||
| Q2 24 | $12.9M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $35.6M | $42.2M | ||
| Q3 25 | $9.7M | $21.2M | ||
| Q2 25 | $16.1M | $5.6M | ||
| Q1 25 | $13.1M | $2.1M | ||
| Q4 24 | $7.9M | $18.3M | ||
| Q3 24 | $4.7M | $25.2M | ||
| Q2 24 | $12.1M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 31.0% | 20.9% | ||
| Q3 25 | 16.1% | 9.8% | ||
| Q2 25 | 25.8% | 2.8% | ||
| Q1 25 | 16.8% | 1.1% | ||
| Q4 24 | 15.5% | 9.5% | ||
| Q3 24 | 8.5% | 12.0% | ||
| Q2 24 | 17.1% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 2.0% | 2.3% | ||
| Q3 25 | 5.0% | 3.6% | ||
| Q2 25 | 12.3% | 4.0% | ||
| Q1 25 | 3.0% | 5.0% | ||
| Q4 24 | 2.7% | 8.0% | ||
| Q3 24 | 2.6% | 8.2% | ||
| Q2 24 | 1.1% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.71× | — | ||
| 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
CRNC
| License | $87.8M | 76% |
| Connected Services | $14.5M | 13% |
| Professional Services | $12.8M | 11% |
ROG
Segment breakdown not available.
