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Side-by-side financial comparison of PagerDuty, Inc. (PD) 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 $124.5M, roughly 1.6× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 2.2%, a 127.5% gap on every dollar of revenue. On growth, ROGERS CORP posted the faster year-over-year revenue change (5.2% vs 4.7%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $1.1M). Over the past eight quarters, PagerDuty, Inc.'s revenue compounded faster (5.9% CAGR vs -3.3%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
PD vs ROG — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $200.5M |
| Net Profit | $161.6M | $4.5M |
| Gross Margin | 85.3% | 32.2% |
| Operating Margin | 6.5% | — |
| Net Margin | 129.7% | 2.2% |
| Revenue YoY | 4.7% | 5.2% |
| Net Profit YoY | 2827.7% | 421.4% |
| EPS (diluted) | $1.69 | $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 | $124.5M | $201.5M | ||
| Q3 25 | $123.4M | $216.0M | ||
| Q2 25 | $119.8M | $202.8M | ||
| Q1 25 | $121.4M | $190.5M | ||
| Q4 24 | $118.9M | $192.2M | ||
| Q3 24 | $115.9M | $210.3M | ||
| Q2 24 | $111.2M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $161.6M | $4.6M | ||
| Q3 25 | $9.6M | $8.6M | ||
| Q2 25 | $-7.2M | $-73.6M | ||
| Q1 25 | $-8.8M | $-1.4M | ||
| Q4 24 | $-5.9M | $-500.0K | ||
| Q3 24 | $-10.9M | $10.7M | ||
| Q2 24 | $-17.1M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | 85.3% | 31.5% | ||
| Q3 25 | 84.6% | 33.5% | ||
| Q2 25 | 84.0% | 31.6% | ||
| Q1 25 | 83.6% | 29.9% | ||
| Q4 24 | 83.0% | 32.1% | ||
| Q3 24 | 82.7% | 35.2% | ||
| Q2 24 | 82.6% | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | 3.5% | ||
| Q3 25 | 2.9% | 7.3% | ||
| Q2 25 | -8.6% | -33.3% | ||
| Q1 25 | -9.6% | -0.2% | ||
| Q4 24 | -8.7% | -6.6% | ||
| Q3 24 | -13.8% | 6.9% | ||
| Q2 24 | -19.5% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 129.7% | 2.3% | ||
| Q3 25 | 7.8% | 4.0% | ||
| Q2 25 | -6.0% | -36.3% | ||
| Q1 25 | -7.2% | -0.7% | ||
| Q4 24 | -5.0% | -0.3% | ||
| Q3 24 | -9.4% | 5.1% | ||
| Q2 24 | -15.4% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $1.69 | $0.20 | ||
| Q3 25 | $0.10 | $0.48 | ||
| Q2 25 | $-0.07 | $-4.00 | ||
| Q1 25 | $-0.12 | $-0.08 | ||
| Q4 24 | $-0.07 | $-0.04 | ||
| Q3 24 | $-0.14 | $0.58 | ||
| Q2 24 | $-0.26 | $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 | $547.8M | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $320.5M | $1.2B |
| Total Assets | $1.0B | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $547.8M | $197.0M | ||
| Q3 25 | $567.9M | $167.8M | ||
| Q2 25 | $597.1M | $157.2M | ||
| Q1 25 | $570.8M | $175.6M | ||
| Q4 24 | $542.2M | $159.8M | ||
| Q3 24 | $599.3M | $146.4M | ||
| Q2 24 | $592.8M | $119.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $320.5M | $1.2B | ||
| Q3 25 | $180.7M | $1.2B | ||
| Q2 25 | $145.7M | $1.2B | ||
| Q1 25 | $129.8M | $1.3B | ||
| Q4 24 | $111.6M | $1.3B | ||
| Q3 24 | $164.7M | $1.3B | ||
| Q2 24 | $174.0M | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $891.5M | $1.4B | ||
| Q2 25 | $926.8M | $1.5B | ||
| Q1 25 | $927.3M | $1.5B | ||
| Q4 24 | $866.8M | $1.5B | ||
| Q3 24 | $916.0M | $1.5B | ||
| Q2 24 | $924.0M | $1.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.73× | — | ||
| Q4 24 | — | — | ||
| 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 | $24.8M | $5.8M |
| Free Cash FlowOCF − Capex | $24.1M | $1.1M |
| FCF MarginFCF / Revenue | 19.3% | 0.5% |
| Capex IntensityCapex / Revenue | 0.6% | 2.3% |
| Cash ConversionOCF / Net Profit | 0.15× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $117.6M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $24.8M | $46.9M | ||
| Q3 25 | $34.0M | $28.9M | ||
| Q2 25 | $30.7M | $13.7M | ||
| Q1 25 | $31.4M | $11.7M | ||
| Q4 24 | $22.1M | $33.7M | ||
| Q3 24 | $35.8M | $42.4M | ||
| Q2 24 | $28.6M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $24.1M | $42.2M | ||
| Q3 25 | $33.1M | $21.2M | ||
| Q2 25 | $30.2M | $5.6M | ||
| Q1 25 | $30.3M | $2.1M | ||
| Q4 24 | $21.5M | $18.3M | ||
| Q3 24 | $35.1M | $25.2M | ||
| Q2 24 | $28.2M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 19.3% | 20.9% | ||
| Q3 25 | 26.8% | 9.8% | ||
| Q2 25 | 25.2% | 2.8% | ||
| Q1 25 | 24.9% | 1.1% | ||
| Q4 24 | 18.1% | 9.5% | ||
| Q3 24 | 30.3% | 12.0% | ||
| Q2 24 | 25.4% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.6% | 2.3% | ||
| Q3 25 | 0.7% | 3.6% | ||
| Q2 25 | 0.4% | 4.0% | ||
| Q1 25 | 0.9% | 5.0% | ||
| Q4 24 | 0.5% | 8.0% | ||
| Q3 24 | 0.5% | 8.2% | ||
| Q2 24 | 0.4% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 0.15× | 10.20× | ||
| Q3 25 | 3.55× | 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.
Revenue Breakdown by Segment
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
ROG
Segment breakdown not available.
