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Side-by-side financial comparison of Guidewire Software, Inc. (GWRE) and ROGERS CORP (ROG). Click either name above to swap in a different company.
Guidewire Software, Inc. is the larger business by last-quarter revenue ($332.6M vs $200.5M, roughly 1.7× ROGERS CORP). Guidewire Software, Inc. runs the higher net margin — 9.4% vs 2.2%, a 7.2% gap on every dollar of revenue. On growth, Guidewire Software, Inc. posted the faster year-over-year revenue change (26.5% vs 5.2%). ROGERS CORP produced more free cash flow last quarter ($1.1M vs $-72.3M). Over the past eight quarters, Guidewire Software, Inc.'s revenue compounded faster (17.5% CAGR vs -3.3%).
Guidewire Software, Inc., commonly Guidewire, is an American software company based in San Mateo, California. It offers an industry platform for property and casualty (P&C) insurance carriers in the U.S. and worldwide.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
GWRE vs ROG — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $332.6M | $200.5M |
| Net Profit | $31.3M | $4.5M |
| Gross Margin | 63.0% | 32.2% |
| Operating Margin | 5.6% | — |
| Net Margin | 9.4% | 2.2% |
| Revenue YoY | 26.5% | 5.2% |
| Net Profit YoY | 242.6% | 421.4% |
| EPS (diluted) | $0.36 | $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 | $332.6M | $201.5M | ||
| Q3 25 | $356.6M | $216.0M | ||
| Q2 25 | $293.5M | $202.8M | ||
| Q1 25 | $289.5M | $190.5M | ||
| Q4 24 | $262.9M | $192.2M | ||
| Q3 24 | $291.5M | $210.3M | ||
| Q2 24 | $240.7M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $31.3M | $4.6M | ||
| Q3 25 | $52.0M | $8.6M | ||
| Q2 25 | $46.0M | $-73.6M | ||
| Q1 25 | $-37.3M | $-1.4M | ||
| Q4 24 | $9.1M | $-500.0K | ||
| Q3 24 | $16.8M | $10.7M | ||
| Q2 24 | $-5.5M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | 63.0% | 31.5% | ||
| Q3 25 | 65.0% | 33.5% | ||
| Q2 25 | 62.2% | 31.6% | ||
| Q1 25 | 61.9% | 29.9% | ||
| Q4 24 | 60.2% | 32.1% | ||
| Q3 24 | 64.0% | 35.2% | ||
| Q2 24 | 59.1% | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 3.5% | ||
| Q3 25 | 8.3% | 7.3% | ||
| Q2 25 | 1.5% | -33.3% | ||
| Q1 25 | 4.0% | -0.2% | ||
| Q4 24 | -1.8% | -6.6% | ||
| Q3 24 | 3.5% | 6.9% | ||
| Q2 24 | -6.9% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 9.4% | 2.3% | ||
| Q3 25 | 14.6% | 4.0% | ||
| Q2 25 | 15.7% | -36.3% | ||
| Q1 25 | -12.9% | -0.7% | ||
| Q4 24 | 3.5% | -0.3% | ||
| Q3 24 | 5.7% | 5.1% | ||
| Q2 24 | -2.3% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.36 | $0.20 | ||
| Q3 25 | $0.61 | $0.48 | ||
| Q2 25 | $0.54 | $-4.00 | ||
| Q1 25 | $-0.45 | $-0.08 | ||
| Q4 24 | $0.11 | $-0.04 | ||
| Q3 24 | $0.21 | $0.58 | ||
| Q2 24 | $-0.07 | $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 | $1.0B | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.5B | $1.2B |
| Total Assets | $2.6B | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $1.0B | $197.0M | ||
| Q3 25 | $1.1B | $167.8M | ||
| Q2 25 | $920.4M | $157.2M | ||
| Q1 25 | $1.2B | $175.6M | ||
| Q4 24 | $1.3B | $159.8M | ||
| Q3 24 | $1.0B | $146.4M | ||
| Q2 24 | $782.3M | $119.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $398.9M | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.5B | $1.2B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $1.3B | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.6B | $1.4B | ||
| Q3 25 | $2.7B | $1.4B | ||
| Q2 25 | $2.5B | $1.5B | ||
| Q1 25 | $2.5B | $1.5B | ||
| Q4 24 | $2.6B | $1.5B | ||
| Q3 24 | $2.2B | $1.5B | ||
| Q2 24 | $2.0B | $1.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.30× | — | ||
| 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 | $-67.4M | $5.8M |
| Free Cash FlowOCF − Capex | $-72.3M | $1.1M |
| FCF MarginFCF / Revenue | -21.7% | 0.5% |
| Capex IntensityCapex / Revenue | 1.5% | 2.3% |
| Cash ConversionOCF / Net Profit | -2.15× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $286.0M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-67.4M | $46.9M | ||
| Q3 25 | $244.8M | $28.9M | ||
| Q2 25 | $32.4M | $13.7M | ||
| Q1 25 | $86.0M | $11.7M | ||
| Q4 24 | $-62.3M | $33.7M | ||
| Q3 24 | $193.8M | $42.4M | ||
| Q2 24 | $4.8M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-72.3M | $42.2M | ||
| Q3 25 | $241.4M | $21.2M | ||
| Q2 25 | $31.6M | $5.6M | ||
| Q1 25 | $85.2M | $2.1M | ||
| Q4 24 | $-63.1M | $18.3M | ||
| Q3 24 | $192.1M | $25.2M | ||
| Q2 24 | $4.1M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | -21.7% | 20.9% | ||
| Q3 25 | 67.7% | 9.8% | ||
| Q2 25 | 10.8% | 2.8% | ||
| Q1 25 | 29.4% | 1.1% | ||
| Q4 24 | -24.0% | 9.5% | ||
| Q3 24 | 65.9% | 12.0% | ||
| Q2 24 | 1.7% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.5% | 2.3% | ||
| Q3 25 | 1.0% | 3.6% | ||
| Q2 25 | 0.2% | 4.0% | ||
| Q1 25 | 0.3% | 5.0% | ||
| Q4 24 | 0.3% | 8.0% | ||
| Q3 24 | 0.6% | 8.2% | ||
| Q2 24 | 0.3% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | -2.15× | 10.20× | ||
| Q3 25 | 4.71× | 3.36× | ||
| Q2 25 | 0.70× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -6.82× | — | ||
| Q3 24 | 11.56× | 3.96× | ||
| Q2 24 | — | 2.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GWRE
| Subscription | $222.7M | 67% |
| Services | $62.4M | 19% |
| Other | $33.1M | 10% |
| Support | $14.5M | 4% |
ROG
Segment breakdown not available.
