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Side-by-side financial comparison of ROGERS CORP (ROG) and Strategic Education, Inc. (STRA). Click either name above to swap in a different company.
Strategic Education, Inc. is the larger business by last-quarter revenue ($305.9M vs $200.5M, roughly 1.5× ROGERS CORP). Strategic Education, Inc. runs the higher net margin — 10.7% vs 2.2%, a 8.5% gap on every dollar of revenue. On growth, ROGERS CORP posted the faster year-over-year revenue change (5.2% vs 0.8%). Strategic Education, Inc. produced more free cash flow last quarter ($77.3M vs $1.1M). Over the past eight quarters, Strategic Education, Inc.'s revenue compounded faster (-1.0% CAGR vs -3.3%).
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
Strategic Education, Inc. (SEI) is an education services holding company and is formerly known as Strayer Education, Inc. The company owns for-profit, online Capella University and Strayer University, as well as non-degree programs schools such as DevMountain, Hackbright Academy, and Sophia Learning.
ROG vs STRA — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $200.5M | $305.9M |
| Net Profit | $4.5M | $32.8M |
| Gross Margin | 32.2% | — |
| Operating Margin | — | 13.4% |
| Net Margin | 2.2% | 10.7% |
| Revenue YoY | 5.2% | 0.8% |
| Net Profit YoY | 421.4% | 10.3% |
| EPS (diluted) | $0.25 | $1.48 |
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 | $305.9M | ||
| Q4 25 | $201.5M | $323.2M | ||
| Q3 25 | $216.0M | $319.9M | ||
| Q2 25 | $202.8M | $321.5M | ||
| Q1 25 | $190.5M | $303.6M | ||
| Q4 24 | $192.2M | $311.5M | ||
| Q3 24 | $210.3M | $306.0M | ||
| Q2 24 | $214.2M | $312.3M |
| Q1 26 | $4.5M | $32.8M | ||
| Q4 25 | $4.6M | $37.9M | ||
| Q3 25 | $8.6M | $26.6M | ||
| Q2 25 | $-73.6M | $32.3M | ||
| Q1 25 | $-1.4M | $29.7M | ||
| Q4 24 | $-500.0K | $25.3M | ||
| Q3 24 | $10.7M | $27.7M | ||
| Q2 24 | $8.1M | $29.9M |
| Q1 26 | 32.2% | — | ||
| Q4 25 | 31.5% | — | ||
| Q3 25 | 33.5% | — | ||
| Q2 25 | 31.6% | — | ||
| Q1 25 | 29.9% | — | ||
| Q4 24 | 32.1% | — | ||
| Q3 24 | 35.2% | — | ||
| Q2 24 | 34.1% | — |
| Q1 26 | — | 13.4% | ||
| Q4 25 | 3.5% | 16.0% | ||
| Q3 25 | 7.3% | 11.6% | ||
| Q2 25 | -33.3% | 14.2% | ||
| Q1 25 | -0.2% | 13.1% | ||
| Q4 24 | -6.6% | 11.6% | ||
| Q3 24 | 6.9% | 11.9% | ||
| Q2 24 | 5.3% | 13.4% |
| Q1 26 | 2.2% | 10.7% | ||
| Q4 25 | 2.3% | 11.7% | ||
| Q3 25 | 4.0% | 8.3% | ||
| Q2 25 | -36.3% | 10.1% | ||
| Q1 25 | -0.7% | 9.8% | ||
| Q4 24 | -0.3% | 8.1% | ||
| Q3 24 | 5.1% | 9.1% | ||
| Q2 24 | 3.8% | 9.6% |
| Q1 26 | $0.25 | $1.48 | ||
| Q4 25 | $0.20 | $1.65 | ||
| Q3 25 | $0.48 | $1.15 | ||
| Q2 25 | $-4.00 | $1.37 | ||
| Q1 25 | $-0.08 | $1.24 | ||
| Q4 24 | $-0.04 | $1.05 | ||
| Q3 24 | $0.58 | $1.15 | ||
| Q2 24 | $0.44 | $1.24 |
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 | $150.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.2B | $1.6B |
| Total Assets | $1.4B | $2.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $195.8M | $150.3M | ||
| Q4 25 | $197.0M | $148.1M | ||
| Q3 25 | $167.8M | $172.6M | ||
| Q2 25 | $157.2M | $164.9M | ||
| Q1 25 | $175.6M | $182.6M | ||
| Q4 24 | $159.8M | $184.0M | ||
| Q3 24 | $146.4M | $222.1M | ||
| Q2 24 | $119.9M | $256.2M |
| Q1 26 | $1.2B | $1.6B | ||
| Q4 25 | $1.2B | $1.6B | ||
| Q3 25 | $1.2B | $1.7B | ||
| Q2 25 | $1.2B | $1.7B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.3B | $1.7B | ||
| Q2 24 | $1.3B | $1.7B |
| Q1 26 | $1.4B | $2.1B | ||
| Q4 25 | $1.4B | $2.0B | ||
| Q3 25 | $1.4B | $2.1B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.5B | $2.1B | ||
| Q4 24 | $1.5B | $2.0B | ||
| Q3 24 | $1.5B | $2.2B | ||
| Q2 24 | $1.5B | $2.2B |
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 | $87.4M |
| Free Cash FlowOCF − Capex | $1.1M | $77.3M |
| FCF MarginFCF / Revenue | 0.5% | 25.3% |
| Capex IntensityCapex / Revenue | 2.3% | — |
| Cash ConversionOCF / Net Profit | 1.29× | 2.66× |
| TTM Free Cash FlowTrailing 4 quarters | $70.1M | $173.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $5.8M | $87.4M | ||
| Q4 25 | $46.9M | $39.2M | ||
| Q3 25 | $28.9M | $60.1M | ||
| Q2 25 | $13.7M | $31.2M | ||
| Q1 25 | $11.7M | $67.7M | ||
| Q4 24 | $33.7M | $15.9M | ||
| Q3 24 | $42.4M | $51.5M | ||
| Q2 24 | $22.9M | $24.3M |
| Q1 26 | $1.1M | $77.3M | ||
| Q4 25 | $42.2M | $27.0M | ||
| Q3 25 | $21.2M | $49.3M | ||
| Q2 25 | $5.6M | $20.4M | ||
| Q1 25 | $2.1M | $57.3M | ||
| Q4 24 | $18.3M | $4.7M | ||
| Q3 24 | $25.2M | $42.1M | ||
| Q2 24 | $8.8M | $13.6M |
| Q1 26 | 0.5% | 25.3% | ||
| Q4 25 | 20.9% | 8.3% | ||
| Q3 25 | 9.8% | 15.4% | ||
| Q2 25 | 2.8% | 6.3% | ||
| Q1 25 | 1.1% | 18.9% | ||
| Q4 24 | 9.5% | 1.5% | ||
| Q3 24 | 12.0% | 13.8% | ||
| Q2 24 | 4.1% | 4.3% |
| Q1 26 | 2.3% | — | ||
| Q4 25 | 2.3% | 3.8% | ||
| Q3 25 | 3.6% | 3.4% | ||
| Q2 25 | 4.0% | 3.4% | ||
| Q1 25 | 5.0% | 3.4% | ||
| Q4 24 | 8.0% | 3.6% | ||
| Q3 24 | 8.2% | 3.1% | ||
| Q2 24 | 6.6% | 3.4% |
| Q1 26 | 1.29× | 2.66× | ||
| Q4 25 | 10.20× | 1.03× | ||
| Q3 25 | 3.36× | 2.26× | ||
| Q2 25 | — | 0.97× | ||
| Q1 25 | — | 2.27× | ||
| Q4 24 | — | 0.63× | ||
| Q3 24 | 3.96× | 1.86× | ||
| Q2 24 | 2.83× | 0.81× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ROG
Segment breakdown not available.
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
