vs
Side-by-side financial comparison of HCI Group, Inc. (HCI) and ROGERS CORP (ROG). Click either name above to swap in a different company.
HCI Group, Inc. is the larger business by last-quarter revenue ($246.2M vs $200.5M, roughly 1.2× ROGERS CORP). HCI Group, Inc. runs the higher net margin — 39.7% vs 2.2%, a 37.4% gap on every dollar of revenue. On growth, HCI Group, Inc. posted the faster year-over-year revenue change (52.1% vs 5.2%). HCI Group, Inc. produced more free cash flow last quarter ($440.8M vs $1.1M). Over the past eight quarters, HCI Group, Inc.'s revenue compounded faster (9.2% CAGR vs -3.3%).
HCI Equity Partners is a Washington, DC–based private equity firm with an additional office in Chicago, Illinois.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
HCI vs ROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $246.2M | $200.5M |
| Net Profit | $97.7M | $4.5M |
| Gross Margin | — | 32.2% |
| Operating Margin | 58.5% | — |
| Net Margin | 39.7% | 2.2% |
| Revenue YoY | 52.1% | 5.2% |
| Net Profit YoY | 3679.2% | 421.4% |
| EPS (diluted) | $7.29 | $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 | $246.2M | $201.5M | ||
| Q3 25 | $216.3M | $216.0M | ||
| Q2 25 | $221.9M | $202.8M | ||
| Q1 25 | $216.4M | $190.5M | ||
| Q4 24 | $161.9M | $192.2M | ||
| Q3 24 | $175.3M | $210.3M | ||
| Q2 24 | $206.2M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $97.7M | $4.6M | ||
| Q3 25 | $65.5M | $8.6M | ||
| Q2 25 | $66.2M | $-73.6M | ||
| Q1 25 | $69.7M | $-1.4M | ||
| Q4 24 | $2.6M | $-500.0K | ||
| Q3 24 | $5.7M | $10.7M | ||
| Q2 24 | $54.1M | $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 | 58.5% | 3.5% | ||
| Q3 25 | 41.9% | 7.3% | ||
| Q2 25 | 42.5% | -33.3% | ||
| Q1 25 | 46.4% | -0.2% | ||
| Q4 24 | 3.6% | -6.6% | ||
| Q3 24 | 8.0% | 6.9% | ||
| Q2 24 | 36.9% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 39.7% | 2.3% | ||
| Q3 25 | 30.3% | 4.0% | ||
| Q2 25 | 29.8% | -36.3% | ||
| Q1 25 | 32.2% | -0.7% | ||
| Q4 24 | 1.6% | -0.3% | ||
| Q3 24 | 3.2% | 5.1% | ||
| Q2 24 | 26.2% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $7.29 | $0.20 | ||
| Q3 25 | $4.90 | $0.48 | ||
| Q2 25 | $5.18 | $-4.00 | ||
| Q1 25 | $5.35 | $-0.08 | ||
| Q4 24 | $0.32 | $-0.04 | ||
| Q3 24 | $0.52 | $0.58 | ||
| Q2 24 | $4.24 | $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 | $1.2B | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.0B | $1.2B |
| Total Assets | $2.5B | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $1.2B | $197.0M | ||
| Q3 25 | $987.9M | $167.8M | ||
| Q2 25 | $947.2M | $157.2M | ||
| Q1 25 | $754.5M | $175.6M | ||
| Q4 24 | $532.5M | $159.8M | ||
| Q3 24 | $518.8M | $146.4M | ||
| Q2 24 | $445.8M | $119.9M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.0B | $1.2B | ||
| Q3 25 | $821.8M | $1.2B | ||
| Q2 25 | $758.6M | $1.2B | ||
| Q1 25 | $522.7M | $1.3B | ||
| Q4 24 | $453.3M | $1.3B | ||
| Q3 24 | $455.3M | $1.3B | ||
| Q2 24 | $447.3M | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.5B | $1.4B | ||
| Q3 25 | $2.3B | $1.4B | ||
| Q2 25 | $2.4B | $1.5B | ||
| Q1 25 | $2.3B | $1.5B | ||
| Q4 24 | $2.2B | $1.5B | ||
| Q3 24 | $2.0B | $1.5B | ||
| Q2 24 | $1.9B | $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 | $444.4M | $5.8M |
| Free Cash FlowOCF − Capex | $440.8M | $1.1M |
| FCF MarginFCF / Revenue | 179.0% | 0.5% |
| Capex IntensityCapex / Revenue | 1.5% | 2.3% |
| Cash ConversionOCF / Net Profit | 4.55× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $771.4M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $444.4M | $46.9M | ||
| Q3 25 | $26.7M | $28.9M | ||
| Q2 25 | $145.0M | $13.7M | ||
| Q1 25 | $162.0M | $11.7M | ||
| Q4 24 | $331.8M | $33.7M | ||
| Q3 24 | $104.1M | $42.4M | ||
| Q2 24 | $-29.0M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $440.8M | $42.2M | ||
| Q3 25 | $25.9M | $21.2M | ||
| Q2 25 | $144.5M | $5.6M | ||
| Q1 25 | $160.3M | $2.1M | ||
| Q4 24 | $327.8M | $18.3M | ||
| Q3 24 | $103.2M | $25.2M | ||
| Q2 24 | $-30.1M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 179.0% | 20.9% | ||
| Q3 25 | 12.0% | 9.8% | ||
| Q2 25 | 65.1% | 2.8% | ||
| Q1 25 | 74.1% | 1.1% | ||
| Q4 24 | 202.5% | 9.5% | ||
| Q3 24 | 58.9% | 12.0% | ||
| Q2 24 | -14.6% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.5% | 2.3% | ||
| Q3 25 | 0.4% | 3.6% | ||
| Q2 25 | 0.2% | 4.0% | ||
| Q1 25 | 0.8% | 5.0% | ||
| Q4 24 | 2.5% | 8.0% | ||
| Q3 24 | 0.5% | 8.2% | ||
| Q2 24 | 0.5% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 4.55× | 10.20× | ||
| Q3 25 | 0.41× | 3.36× | ||
| Q2 25 | 2.19× | — | ||
| Q1 25 | 2.32× | — | ||
| Q4 24 | 128.41× | — | ||
| Q3 24 | 18.33× | 3.96× | ||
| Q2 24 | -0.54× | 2.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HCI
| Insurance Operation | $218.3M | 89% |
| Reciprocal Exchange Operation | $27.0M | 11% |
ROG
Segment breakdown not available.
