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Side-by-side financial comparison of ROGERS CORP (ROG) and Smith Douglas Homes Corp. (SDHC). Click either name above to swap in a different company.
Smith Douglas Homes Corp. is the larger business by last-quarter revenue ($260.4M vs $200.5M, roughly 1.3× ROGERS CORP). ROGERS CORP runs the higher net margin — 2.2% vs 1.4%, a 0.9% gap on every dollar of revenue. On growth, ROGERS CORP posted the faster year-over-year revenue change (5.2% vs -9.4%). Smith Douglas Homes Corp. produced more free cash flow last quarter ($8.7M vs $1.1M). Over the past eight quarters, Smith Douglas Homes Corp.'s revenue compounded faster (17.3% CAGR vs -3.3%).
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
ROG vs SDHC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $200.5M | $260.4M |
| Net Profit | $4.5M | $3.5M |
| Gross Margin | 32.2% | 19.9% |
| Operating Margin | — | 6.5% |
| Net Margin | 2.2% | 1.4% |
| Revenue YoY | 5.2% | -9.4% |
| Net Profit YoY | 421.4% | -14.3% |
| EPS (diluted) | $0.25 | $0.39 |
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 | $201.5M | $260.4M | ||
| Q3 25 | $216.0M | $262.0M | ||
| Q2 25 | $202.8M | $223.9M | ||
| Q1 25 | $190.5M | $224.7M | ||
| Q4 24 | $192.2M | $287.5M | ||
| Q3 24 | $210.3M | $277.8M | ||
| Q2 24 | $214.2M | $220.9M |
| Q1 26 | $4.5M | — | ||
| Q4 25 | $4.6M | $3.5M | ||
| Q3 25 | $8.6M | $2.1M | ||
| Q2 25 | $-73.6M | $2.4M | ||
| Q1 25 | $-1.4M | $2.7M | ||
| Q4 24 | $-500.0K | $4.1M | ||
| Q3 24 | $10.7M | $5.3M | ||
| Q2 24 | $8.1M | $3.6M |
| Q1 26 | 32.2% | — | ||
| Q4 25 | 31.5% | 19.9% | ||
| Q3 25 | 33.5% | 21.0% | ||
| Q2 25 | 31.6% | 23.2% | ||
| Q1 25 | 29.9% | 23.8% | ||
| Q4 24 | 32.1% | 25.5% | ||
| Q3 24 | 35.2% | 26.5% | ||
| Q2 24 | 34.1% | 26.7% |
| Q1 26 | — | — | ||
| Q4 25 | 3.5% | 6.5% | ||
| Q3 25 | 7.3% | 6.6% | ||
| Q2 25 | -33.3% | 7.7% | ||
| Q1 25 | -0.2% | 8.7% | ||
| Q4 24 | -6.6% | 10.4% | ||
| Q3 24 | 6.9% | 14.2% | ||
| Q2 24 | 5.3% | 11.7% |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 2.3% | 1.4% | ||
| Q3 25 | 4.0% | 0.8% | ||
| Q2 25 | -36.3% | 1.1% | ||
| Q1 25 | -0.7% | 1.2% | ||
| Q4 24 | -0.3% | 1.4% | ||
| Q3 24 | 5.1% | 1.9% | ||
| Q2 24 | 3.8% | 1.7% |
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.20 | $0.39 | ||
| Q3 25 | $0.48 | $0.24 | ||
| Q2 25 | $-4.00 | $0.26 | ||
| Q1 25 | $-0.08 | $0.30 | ||
| Q4 24 | $-0.04 | $0.50 | ||
| Q3 24 | $0.58 | $0.58 | ||
| Q2 24 | $0.44 | $0.40 |
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 | $12.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.2B | $86.7M |
| Total Assets | $1.4B | $557.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $195.8M | — | ||
| Q4 25 | $197.0M | $12.7M | ||
| Q3 25 | $167.8M | $14.8M | ||
| Q2 25 | $157.2M | $16.8M | ||
| Q1 25 | $175.6M | $12.7M | ||
| Q4 24 | $159.8M | $22.4M | ||
| Q3 24 | $146.4M | $23.7M | ||
| Q2 24 | $119.9M | $17.3M |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $86.7M | ||
| Q3 25 | $1.2B | $82.2M | ||
| Q2 25 | $1.2B | $80.0M | ||
| Q1 25 | $1.3B | $76.9M | ||
| Q4 24 | $1.3B | $73.6M | ||
| Q3 24 | $1.3B | $68.4M | ||
| Q2 24 | $1.3B | $62.1M |
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $557.6M | ||
| Q3 25 | $1.4B | $571.6M | ||
| Q2 25 | $1.5B | $570.2M | ||
| Q1 25 | $1.5B | $513.9M | ||
| Q4 24 | $1.5B | $475.9M | ||
| Q3 24 | $1.5B | $460.1M | ||
| Q2 24 | $1.5B | $429.3M |
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 | $5.8M | $9.8M |
| Free Cash FlowOCF − Capex | $1.1M | $8.7M |
| FCF MarginFCF / Revenue | 0.5% | 3.4% |
| Capex IntensityCapex / Revenue | 2.3% | 0.4% |
| Cash ConversionOCF / Net Profit | 1.29× | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | $70.1M | $-36.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $5.8M | — | ||
| Q4 25 | $46.9M | $9.8M | ||
| Q3 25 | $28.9M | $22.8M | ||
| Q2 25 | $13.7M | $-28.9M | ||
| Q1 25 | $11.7M | $-34.9M | ||
| Q4 24 | $33.7M | $5.5M | ||
| Q3 24 | $42.4M | $22.9M | ||
| Q2 24 | $22.9M | $39.0K |
| Q1 26 | $1.1M | — | ||
| Q4 25 | $42.2M | $8.7M | ||
| Q3 25 | $21.2M | $21.4M | ||
| Q2 25 | $5.6M | $-31.1M | ||
| Q1 25 | $2.1M | $-35.9M | ||
| Q4 24 | $18.3M | $4.8M | ||
| Q3 24 | $25.2M | $22.3M | ||
| Q2 24 | $8.8M | $-2.1M |
| Q1 26 | 0.5% | — | ||
| Q4 25 | 20.9% | 3.4% | ||
| Q3 25 | 9.8% | 8.2% | ||
| Q2 25 | 2.8% | -13.9% | ||
| Q1 25 | 1.1% | -16.0% | ||
| Q4 24 | 9.5% | 1.7% | ||
| Q3 24 | 12.0% | 8.0% | ||
| Q2 24 | 4.1% | -1.0% |
| Q1 26 | 2.3% | — | ||
| Q4 25 | 2.3% | 0.4% | ||
| Q3 25 | 3.6% | 0.5% | ||
| Q2 25 | 4.0% | 0.9% | ||
| Q1 25 | 5.0% | 0.5% | ||
| Q4 24 | 8.0% | 0.2% | ||
| Q3 24 | 8.2% | 0.2% | ||
| Q2 24 | 6.6% | 1.0% |
| Q1 26 | 1.29× | — | ||
| Q4 25 | 10.20× | 2.77× | ||
| Q3 25 | 3.36× | 10.70× | ||
| Q2 25 | — | -12.24× | ||
| Q1 25 | — | -13.01× | ||
| Q4 24 | — | 1.33× | ||
| Q3 24 | 3.96× | 4.28× | ||
| Q2 24 | 2.83× | 0.01× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ROG
Segment breakdown not available.
SDHC
| Southeast | $164.7M | 63% |
| Central | $95.8M | 37% |
