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Side-by-side financial comparison of DOUGLAS DYNAMICS, INC (PLOW) 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 $184.5M, roughly 1.1× DOUGLAS DYNAMICS, INC). DOUGLAS DYNAMICS, INC runs the higher net margin — 7.0% vs 2.2%, a 4.7% gap on every dollar of revenue. On growth, DOUGLAS DYNAMICS, INC posted the faster year-over-year revenue change (28.6% vs 5.2%). DOUGLAS DYNAMICS, INC produced more free cash flow last quarter ($92.8M vs $1.1M). Over the past eight quarters, DOUGLAS DYNAMICS, INC's revenue compounded faster (38.9% CAGR vs -3.3%).
General Dynamics Corporation (GD) is an American industrial and technology company based in Reston, Virginia. It is primarily a developer and producer of advanced military equipment of a wide variety, such as nuclear submarines, main battle tanks, and armoured fighting vehicles. It is also the manufacturer of the civilian aviation Gulfstream business jets and a provider of information technology services. The company is the 3rd largest of the top 100 contractors of the U.S. federal government...
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
PLOW vs ROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $184.5M | $200.5M |
| Net Profit | $12.8M | $4.5M |
| Gross Margin | 26.1% | 32.2% |
| Operating Margin | 10.5% | — |
| Net Margin | 7.0% | 2.2% |
| Revenue YoY | 28.6% | 5.2% |
| Net Profit YoY | 62.3% | 421.4% |
| EPS (diluted) | $0.54 | $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 | $184.5M | $201.5M | ||
| Q3 25 | $162.1M | $216.0M | ||
| Q2 25 | $194.3M | $202.8M | ||
| Q1 25 | $115.1M | $190.5M | ||
| Q4 24 | $143.5M | $192.2M | ||
| Q3 24 | $129.4M | $210.3M | ||
| Q2 24 | $199.9M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $12.8M | $4.6M | ||
| Q3 25 | $8.0M | $8.6M | ||
| Q2 25 | $26.0M | $-73.6M | ||
| Q1 25 | $148.0K | $-1.4M | ||
| Q4 24 | $7.9M | $-500.0K | ||
| Q3 24 | $32.3M | $10.7M | ||
| Q2 24 | $24.3M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | 26.1% | 31.5% | ||
| Q3 25 | 23.5% | 33.5% | ||
| Q2 25 | 31.0% | 31.6% | ||
| Q1 25 | 24.5% | 29.9% | ||
| Q4 24 | 24.9% | 32.1% | ||
| Q3 24 | 23.9% | 35.2% | ||
| Q2 24 | 30.7% | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 10.5% | 3.5% | ||
| Q3 25 | 8.7% | 7.3% | ||
| Q2 25 | 19.0% | -33.3% | ||
| Q1 25 | 2.8% | -0.2% | ||
| Q4 24 | 9.0% | -6.6% | ||
| Q3 24 | 35.4% | 6.9% | ||
| Q2 24 | 18.2% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 7.0% | 2.3% | ||
| Q3 25 | 4.9% | 4.0% | ||
| Q2 25 | 13.4% | -36.3% | ||
| Q1 25 | 0.1% | -0.7% | ||
| Q4 24 | 5.5% | -0.3% | ||
| Q3 24 | 24.9% | 5.1% | ||
| Q2 24 | 12.2% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.54 | $0.20 | ||
| Q3 25 | $0.33 | $0.48 | ||
| Q2 25 | $1.09 | $-4.00 | ||
| Q1 25 | $0.00 | $-0.08 | ||
| Q4 24 | $0.35 | $-0.04 | ||
| Q3 24 | $1.36 | $0.58 | ||
| Q2 24 | $1.02 | $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 | — | $195.8M |
| Total DebtLower is stronger | $144.0M | — |
| Stockholders' EquityBook value | $281.4M | $1.2B |
| Total Assets | $626.7M | $1.4B |
| Debt / EquityLower = less leverage | 0.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | — | $197.0M | ||
| Q3 25 | — | $167.8M | ||
| Q2 25 | — | $157.2M | ||
| Q1 25 | — | $175.6M | ||
| Q4 24 | — | $159.8M | ||
| Q3 24 | — | $146.4M | ||
| Q2 24 | — | $119.9M |
| Q1 26 | — | — | ||
| Q4 25 | $144.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $147.5M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $281.4M | $1.2B | ||
| Q3 25 | $275.3M | $1.2B | ||
| Q2 25 | $273.3M | $1.2B | ||
| Q1 25 | $258.9M | $1.3B | ||
| Q4 24 | $264.2M | $1.3B | ||
| Q3 24 | $260.8M | $1.3B | ||
| Q2 24 | $236.7M | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $626.7M | $1.4B | ||
| Q3 25 | $694.9M | $1.4B | ||
| Q2 25 | $671.5M | $1.5B | ||
| Q1 25 | $621.0M | $1.5B | ||
| Q4 24 | $590.0M | $1.5B | ||
| Q3 24 | $665.6M | $1.5B | ||
| Q2 24 | $617.0M | $1.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.51× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.56× | — | ||
| 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 | $95.9M | $5.8M |
| Free Cash FlowOCF − Capex | $92.8M | $1.1M |
| FCF MarginFCF / Revenue | 50.3% | 0.5% |
| Capex IntensityCapex / Revenue | 1.7% | 2.3% |
| Cash ConversionOCF / Net Profit | 7.47× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $63.6M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $95.9M | $46.9M | ||
| Q3 25 | $-8.5M | $28.9M | ||
| Q2 25 | $-11.4M | $13.7M | ||
| Q1 25 | $-1.3M | $11.7M | ||
| Q4 24 | $74.4M | $33.7M | ||
| Q3 24 | $-14.2M | $42.4M | ||
| Q2 24 | $2.5M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $92.8M | $42.2M | ||
| Q3 25 | $-11.4M | $21.2M | ||
| Q2 25 | $-14.3M | $5.6M | ||
| Q1 25 | $-3.5M | $2.1M | ||
| Q4 24 | $70.2M | $18.3M | ||
| Q3 24 | $-15.2M | $25.2M | ||
| Q2 24 | $836.0K | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 50.3% | 20.9% | ||
| Q3 25 | -7.1% | 9.8% | ||
| Q2 25 | -7.4% | 2.8% | ||
| Q1 25 | -3.0% | 1.1% | ||
| Q4 24 | 48.9% | 9.5% | ||
| Q3 24 | -11.8% | 12.0% | ||
| Q2 24 | 0.4% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.7% | 2.3% | ||
| Q3 25 | 1.8% | 3.6% | ||
| Q2 25 | 1.5% | 4.0% | ||
| Q1 25 | 1.9% | 5.0% | ||
| Q4 24 | 2.9% | 8.0% | ||
| Q3 24 | 0.8% | 8.2% | ||
| Q2 24 | 0.8% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 7.47× | 10.20× | ||
| Q3 25 | -1.07× | 3.36× | ||
| Q2 25 | -0.44× | — | ||
| Q1 25 | -9.03× | — | ||
| Q4 24 | 9.41× | — | ||
| Q3 24 | -0.44× | 3.96× | ||
| Q2 24 | 0.10× | 2.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PLOW
| Work Truck Solutions | $101.5M | 55% |
| Transferred At Point In Time | $83.1M | 45% |
ROG
Segment breakdown not available.
