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Side-by-side financial comparison of RADIAN GROUP INC (RDN) and ROGERS CORP (ROG). Click either name above to swap in a different company.
RADIAN GROUP INC is the larger business by last-quarter revenue ($300.5M vs $200.5M, roughly 1.5× ROGERS CORP). RADIAN GROUP INC runs the higher net margin — 51.5% vs 2.2%, a 49.3% gap on every dollar of revenue. On growth, ROGERS CORP posted the faster year-over-year revenue change (5.2% vs 2.7%). RADIAN GROUP INC produced more free cash flow last quarter ($115.7M vs $1.1M). Over the past eight quarters, RADIAN GROUP INC's revenue compounded faster (-0.2% CAGR vs -3.3%).
Radian Group Inc. is a mortgage insurance company with a suite of mortgage, risk, real estate, and title services.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
RDN vs ROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $300.5M | $200.5M |
| Net Profit | $154.8M | $4.5M |
| Gross Margin | — | 32.2% |
| Operating Margin | 76.2% | — |
| Net Margin | 51.5% | 2.2% |
| Revenue YoY | 2.7% | 5.2% |
| Net Profit YoY | 4.4% | 421.4% |
| EPS (diluted) | $1.11 | $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 | $300.5M | $201.5M | ||
| Q3 25 | $303.2M | $216.0M | ||
| Q2 25 | $298.6M | $202.8M | ||
| Q1 25 | $294.8M | $190.5M | ||
| Q4 24 | $292.7M | $192.2M | ||
| Q3 24 | $313.4M | $210.3M | ||
| Q2 24 | $298.6M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $154.8M | $4.6M | ||
| Q3 25 | $141.4M | $8.6M | ||
| Q2 25 | $141.8M | $-73.6M | ||
| Q1 25 | $144.6M | $-1.4M | ||
| Q4 24 | $148.3M | $-500.0K | ||
| Q3 24 | $151.9M | $10.7M | ||
| Q2 24 | $151.9M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | 97.2% | 31.6% | ||
| Q1 25 | 97.0% | 29.9% | ||
| Q4 24 | 96.6% | 32.1% | ||
| Q3 24 | 97.0% | 35.2% | ||
| Q2 24 | 96.8% | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 76.2% | 3.5% | ||
| Q3 25 | 65.5% | 7.3% | ||
| Q2 25 | 58.6% | -33.3% | ||
| Q1 25 | 63.9% | -0.2% | ||
| Q4 24 | 83.6% | -6.6% | ||
| Q3 24 | 68.4% | 6.9% | ||
| Q2 24 | 63.0% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 51.5% | 2.3% | ||
| Q3 25 | 46.7% | 4.0% | ||
| Q2 25 | 47.5% | -36.3% | ||
| Q1 25 | 49.0% | -0.7% | ||
| Q4 24 | 50.7% | -0.3% | ||
| Q3 24 | 48.5% | 5.1% | ||
| Q2 24 | 50.9% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $1.11 | $0.20 | ||
| Q3 25 | $1.03 | $0.48 | ||
| Q2 25 | $1.02 | $-4.00 | ||
| Q1 25 | $0.98 | $-0.08 | ||
| Q4 24 | $0.97 | $-0.04 | ||
| Q3 24 | $0.99 | $0.58 | ||
| Q2 24 | $0.98 | $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 | $24.8M | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.8B | $1.2B |
| Total Assets | $8.1B | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $24.8M | $197.0M | ||
| Q3 25 | $15.3M | $167.8M | ||
| Q2 25 | $22.1M | $157.2M | ||
| Q1 25 | $24.2M | $175.6M | ||
| Q4 24 | $19.2M | $159.8M | ||
| Q3 24 | $28.1M | $146.4M | ||
| Q2 24 | $13.8M | $119.9M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $4.8B | $1.2B | ||
| Q3 25 | $4.7B | $1.2B | ||
| Q2 25 | $4.5B | $1.2B | ||
| Q1 25 | $4.6B | $1.3B | ||
| Q4 24 | $4.6B | $1.3B | ||
| Q3 24 | $4.7B | $1.3B | ||
| Q2 24 | $4.5B | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $8.1B | $1.4B | ||
| Q3 25 | $8.2B | $1.4B | ||
| Q2 25 | $9.6B | $1.5B | ||
| Q1 25 | $8.8B | $1.5B | ||
| Q4 24 | $8.7B | $1.5B | ||
| Q3 24 | $8.4B | $1.5B | ||
| Q2 24 | $8.1B | $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 | $119.9M | $5.8M |
| Free Cash FlowOCF − Capex | $115.7M | $1.1M |
| FCF MarginFCF / Revenue | 38.5% | 0.5% |
| Capex IntensityCapex / Revenue | 1.4% | 2.3% |
| Cash ConversionOCF / Net Profit | 0.77× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $-174.8M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $119.9M | $46.9M | ||
| Q3 25 | $358.4M | $28.9M | ||
| Q2 25 | $-713.3M | $13.7M | ||
| Q1 25 | $67.8M | $11.7M | ||
| Q4 24 | $-663.6M | $33.7M | ||
| Q3 24 | $-237.9M | $42.4M | ||
| Q2 24 | $-207.3M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $115.7M | $42.2M | ||
| Q3 25 | $357.6M | $21.2M | ||
| Q2 25 | $-714.6M | $5.6M | ||
| Q1 25 | $66.6M | $2.1M | ||
| Q4 24 | $-665.1M | $18.3M | ||
| Q3 24 | $-239.2M | $25.2M | ||
| Q2 24 | $-208.3M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 38.5% | 20.9% | ||
| Q3 25 | 117.9% | 9.8% | ||
| Q2 25 | -239.4% | 2.8% | ||
| Q1 25 | 22.6% | 1.1% | ||
| Q4 24 | -227.3% | 9.5% | ||
| Q3 24 | -76.3% | 12.0% | ||
| Q2 24 | -69.8% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.4% | 2.3% | ||
| Q3 25 | 0.3% | 3.6% | ||
| Q2 25 | 0.4% | 4.0% | ||
| Q1 25 | 0.4% | 5.0% | ||
| Q4 24 | 0.5% | 8.0% | ||
| Q3 24 | 0.4% | 8.2% | ||
| Q2 24 | 0.4% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 0.77× | 10.20× | ||
| Q3 25 | 2.53× | 3.36× | ||
| Q2 25 | -5.03× | — | ||
| Q1 25 | 0.47× | — | ||
| Q4 24 | -4.47× | — | ||
| Q3 24 | -1.57× | 3.96× | ||
| Q2 24 | -1.36× | 2.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
