vs
Side-by-side financial comparison of QUALYS, INC. (QLYS) 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 $175.3M, roughly 1.1× QUALYS, INC.). QUALYS, INC. runs the higher net margin — 30.3% vs 2.2%, a 28.1% gap on every dollar of revenue. On growth, QUALYS, INC. posted the faster year-over-year revenue change (10.1% vs 5.2%). QUALYS, INC. produced more free cash flow last quarter ($74.9M vs $1.1M). Over the past eight quarters, QUALYS, INC.'s revenue compounded faster (9.6% CAGR vs -3.3%).
Qualys, Inc. is an American technology firm based in Foster City, California, specializing in cloud security, compliance and related services.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
QLYS vs ROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $175.3M | $200.5M |
| Net Profit | $53.1M | $4.5M |
| Gross Margin | 83.4% | 32.2% |
| Operating Margin | 33.6% | — |
| Net Margin | 30.3% | 2.2% |
| Revenue YoY | 10.1% | 5.2% |
| Net Profit YoY | 20.9% | 421.4% |
| EPS (diluted) | $1.47 | $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 | $175.3M | $201.5M | ||
| Q3 25 | $169.9M | $216.0M | ||
| Q2 25 | $164.1M | $202.8M | ||
| Q1 25 | $159.9M | $190.5M | ||
| Q4 24 | $159.2M | $192.2M | ||
| Q3 24 | $153.9M | $210.3M | ||
| Q2 24 | $148.7M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $53.1M | $4.6M | ||
| Q3 25 | $50.3M | $8.6M | ||
| Q2 25 | $47.3M | $-73.6M | ||
| Q1 25 | $47.5M | $-1.4M | ||
| Q4 24 | $44.0M | $-500.0K | ||
| Q3 24 | $46.2M | $10.7M | ||
| Q2 24 | $43.8M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | 83.4% | 31.5% | ||
| Q3 25 | 83.6% | 33.5% | ||
| Q2 25 | 82.4% | 31.6% | ||
| Q1 25 | 81.9% | 29.9% | ||
| Q4 24 | 81.8% | 32.1% | ||
| Q3 24 | 81.3% | 35.2% | ||
| Q2 24 | 82.2% | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 33.6% | 3.5% | ||
| Q3 25 | 35.3% | 7.3% | ||
| Q2 25 | 31.3% | -33.3% | ||
| Q1 25 | 32.4% | -0.2% | ||
| Q4 24 | 31.0% | -6.6% | ||
| Q3 24 | 29.2% | 6.9% | ||
| Q2 24 | 32.3% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 30.3% | 2.3% | ||
| Q3 25 | 29.6% | 4.0% | ||
| Q2 25 | 28.8% | -36.3% | ||
| Q1 25 | 29.7% | -0.7% | ||
| Q4 24 | 27.6% | -0.3% | ||
| Q3 24 | 30.0% | 5.1% | ||
| Q2 24 | 29.4% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $1.47 | $0.20 | ||
| Q3 25 | $1.39 | $0.48 | ||
| Q2 25 | $1.29 | $-4.00 | ||
| Q1 25 | $1.29 | $-0.08 | ||
| Q4 24 | $1.19 | $-0.04 | ||
| Q3 24 | $1.24 | $0.58 | ||
| Q2 24 | $1.17 | $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 | $250.3M | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $561.2M | $1.2B |
| Total Assets | $1.1B | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $250.3M | $197.0M | ||
| Q3 25 | $225.3M | $167.8M | ||
| Q2 25 | $194.0M | $157.2M | ||
| Q1 25 | $290.7M | $175.6M | ||
| Q4 24 | $232.2M | $159.8M | ||
| Q3 24 | $235.4M | $146.4M | ||
| Q2 24 | $281.2M | $119.9M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $561.2M | $1.2B | ||
| Q3 25 | $529.4M | $1.2B | ||
| Q2 25 | $508.2M | $1.2B | ||
| Q1 25 | $498.0M | $1.3B | ||
| Q4 24 | $477.1M | $1.3B | ||
| Q3 24 | $449.6M | $1.3B | ||
| Q2 24 | $427.8M | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $999.5M | $1.5B | ||
| Q1 25 | $996.5M | $1.5B | ||
| Q4 24 | $973.5M | $1.5B | ||
| Q3 24 | $908.3M | $1.5B | ||
| Q2 24 | $876.6M | $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 | $75.7M | $5.8M |
| Free Cash FlowOCF − Capex | $74.9M | $1.1M |
| FCF MarginFCF / Revenue | 42.8% | 0.5% |
| Capex IntensityCapex / Revenue | 0.4% | 2.3% |
| Cash ConversionOCF / Net Profit | 1.42× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $304.4M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $75.7M | $46.9M | ||
| Q3 25 | $90.4M | $28.9M | ||
| Q2 25 | $33.8M | $13.7M | ||
| Q1 25 | $109.6M | $11.7M | ||
| Q4 24 | $47.7M | $33.7M | ||
| Q3 24 | $61.0M | $42.4M | ||
| Q2 24 | $49.8M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $74.9M | $42.2M | ||
| Q3 25 | $89.5M | $21.2M | ||
| Q2 25 | $32.4M | $5.6M | ||
| Q1 25 | $107.5M | $2.1M | ||
| Q4 24 | $41.9M | $18.3M | ||
| Q3 24 | $57.6M | $25.2M | ||
| Q2 24 | $48.8M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 42.8% | 20.9% | ||
| Q3 25 | 52.7% | 9.8% | ||
| Q2 25 | 19.8% | 2.8% | ||
| Q1 25 | 67.3% | 1.1% | ||
| Q4 24 | 26.3% | 9.5% | ||
| Q3 24 | 37.4% | 12.0% | ||
| Q2 24 | 32.8% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.4% | 2.3% | ||
| Q3 25 | 0.5% | 3.6% | ||
| Q2 25 | 0.8% | 4.0% | ||
| Q1 25 | 1.3% | 5.0% | ||
| Q4 24 | 3.7% | 8.0% | ||
| Q3 24 | 2.2% | 8.2% | ||
| Q2 24 | 0.7% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 1.42× | 10.20× | ||
| Q3 25 | 1.80× | 3.36× | ||
| Q2 25 | 0.71× | — | ||
| Q1 25 | 2.31× | — | ||
| Q4 24 | 1.09× | — | ||
| Q3 24 | 1.32× | 3.96× | ||
| Q2 24 | 1.14× | 2.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
QLYS
| Sales Channel Through Intermediary | $88.6M | 51% |
| Sales Channel Directly To Consumer | $86.7M | 49% |
ROG
Segment breakdown not available.
