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Side-by-side financial comparison of Kennedy-Wilson Holdings, Inc. (KW) 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 $120.6M, roughly 1.7× Kennedy-Wilson Holdings, Inc.). Kennedy-Wilson Holdings, Inc. runs the higher net margin — 48.1% vs 2.2%, a 45.8% gap on every dollar of revenue. On growth, ROGERS CORP posted the faster year-over-year revenue change (5.2% vs -11.0%). ROGERS CORP produced more free cash flow last quarter ($1.1M vs $-55.2M). Over the past eight quarters, ROGERS CORP's revenue compounded faster (-3.3% CAGR vs -6.0%).
Kennedy Wilson is a real estate investment company headquartered in Beverly Hills, California, United States.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
KW vs ROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $120.6M | $200.5M |
| Net Profit | $58.0M | $4.5M |
| Gross Margin | — | 32.2% |
| Operating Margin | 57.3% | — |
| Net Margin | 48.1% | 2.2% |
| Revenue YoY | -11.0% | 5.2% |
| Net Profit YoY | 32.7% | 421.4% |
| EPS (diluted) | $0.22 | $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 | $120.6M | $201.5M | ||
| Q3 25 | $116.4M | $216.0M | ||
| Q2 25 | $135.7M | $202.8M | ||
| Q1 25 | $128.3M | $190.5M | ||
| Q4 24 | $135.5M | $192.2M | ||
| Q3 24 | $127.5M | $210.3M | ||
| Q2 24 | $132.0M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $58.0M | $4.6M | ||
| Q3 25 | $-10.2M | $8.6M | ||
| Q2 25 | $5.6M | $-73.6M | ||
| Q1 25 | $-29.6M | $-1.4M | ||
| Q4 24 | $43.7M | $-500.0K | ||
| Q3 24 | $-66.8M | $10.7M | ||
| Q2 24 | $-48.3M | $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 | 57.3% | 3.5% | ||
| Q3 25 | -6.2% | 7.3% | ||
| Q2 25 | 7.4% | -33.3% | ||
| Q1 25 | -26.9% | -0.2% | ||
| Q4 24 | 36.7% | -6.6% | ||
| Q3 24 | -60.8% | 6.9% | ||
| Q2 24 | -45.5% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 48.1% | 2.3% | ||
| Q3 25 | -8.8% | 4.0% | ||
| Q2 25 | 4.1% | -36.3% | ||
| Q1 25 | -23.1% | -0.7% | ||
| Q4 24 | 32.3% | -0.3% | ||
| Q3 24 | -52.4% | 5.1% | ||
| Q2 24 | -36.6% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.22 | $0.20 | ||
| Q3 25 | $-0.15 | $0.48 | ||
| Q2 25 | $-0.05 | $-4.00 | ||
| Q1 25 | $-0.30 | $-0.08 | ||
| Q4 24 | $0.24 | $-0.04 | ||
| Q3 24 | $-0.56 | $0.58 | ||
| Q2 24 | $-0.43 | $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 | $184.5M | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.5B | $1.2B |
| Total Assets | $6.6B | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $184.5M | $197.0M | ||
| Q3 25 | $382.6M | $167.8M | ||
| Q2 25 | $309.1M | $157.2M | ||
| Q1 25 | $356.6M | $175.6M | ||
| Q4 24 | $217.5M | $159.8M | ||
| Q3 24 | $367.1M | $146.4M | ||
| Q2 24 | $366.5M | $119.9M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.5B | $1.2B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.6B | $1.2B | ||
| Q1 25 | $1.6B | $1.3B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.6B | $1.3B | ||
| Q2 24 | $1.7B | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $6.6B | $1.4B | ||
| Q3 25 | $6.7B | $1.4B | ||
| Q2 25 | $6.8B | $1.5B | ||
| Q1 25 | $7.2B | $1.5B | ||
| Q4 24 | $7.0B | $1.5B | ||
| Q3 24 | $7.4B | $1.5B | ||
| Q2 24 | $7.5B | $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 | $11.4M | $5.8M |
| Free Cash FlowOCF − Capex | $-55.2M | $1.1M |
| FCF MarginFCF / Revenue | -45.8% | 0.5% |
| Capex IntensityCapex / Revenue | 55.2% | 2.3% |
| Cash ConversionOCF / Net Profit | 0.20× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $-103.5M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $11.4M | $46.9M | ||
| Q3 25 | $-7.6M | $28.9M | ||
| Q2 25 | $42.0M | $13.7M | ||
| Q1 25 | $-51.9M | $11.7M | ||
| Q4 24 | $55.1M | $33.7M | ||
| Q3 24 | $-5.6M | $42.4M | ||
| Q2 24 | $36.7M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-55.2M | $42.2M | ||
| Q3 25 | $-18.0M | $21.2M | ||
| Q2 25 | $29.4M | $5.6M | ||
| Q1 25 | $-59.7M | $2.1M | ||
| Q4 24 | $-76.5M | $18.3M | ||
| Q3 24 | $-27.7M | $25.2M | ||
| Q2 24 | $-500.0K | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | -45.8% | 20.9% | ||
| Q3 25 | -15.5% | 9.8% | ||
| Q2 25 | 21.7% | 2.8% | ||
| Q1 25 | -46.5% | 1.1% | ||
| Q4 24 | -56.5% | 9.5% | ||
| Q3 24 | -21.7% | 12.0% | ||
| Q2 24 | -0.4% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 55.2% | 2.3% | ||
| Q3 25 | 8.9% | 3.6% | ||
| Q2 25 | 9.3% | 4.0% | ||
| Q1 25 | 6.1% | 5.0% | ||
| Q4 24 | 97.1% | 8.0% | ||
| Q3 24 | 17.3% | 8.2% | ||
| Q2 24 | 28.2% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 0.20× | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | 7.50× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.26× | — | ||
| 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
KW
| Consolidated Portfolio Segment | $84.9M | 70% |
| Investment Management Fees | $30.4M | 25% |
| Real Estate | $5.1M | 4% |
ROG
Segment breakdown not available.
