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Side-by-side financial comparison of ROGERS CORP (ROG) and TIDEWATER INC (TDW). Click either name above to swap in a different company.
TIDEWATER INC is the larger business by last-quarter revenue ($336.8M vs $200.5M, roughly 1.7× ROGERS CORP). TIDEWATER INC runs the higher net margin — 65.3% vs 2.2%, a 63.0% gap on every dollar of revenue. On growth, ROGERS CORP posted the faster year-over-year revenue change (5.2% vs -2.4%). TIDEWATER INC produced more free cash flow last quarter ($147.8M vs $1.1M). Over the past eight quarters, TIDEWATER INC's revenue compounded faster (2.4% CAGR vs -3.3%).
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
Tidewater, Inc. is a publicly traded international petroleum service company headquartered in Houston, Texas, U.S. It operates a fleet of ships, primarily providing vessels and marine services to the offshore petroleum and offshore wind industries.
ROG vs TDW — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $200.5M | $336.8M |
| Net Profit | $4.5M | $219.9M |
| Gross Margin | 32.2% | — |
| Operating Margin | — | 19.0% |
| Net Margin | 2.2% | 65.3% |
| Revenue YoY | 5.2% | -2.4% |
| Net Profit YoY | 421.4% | 495.8% |
| EPS (diluted) | $0.25 | $4.37 |
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 | $336.8M | ||
| Q3 25 | $216.0M | $341.1M | ||
| Q2 25 | $202.8M | $341.4M | ||
| Q1 25 | $190.5M | $333.4M | ||
| Q4 24 | $192.2M | $345.1M | ||
| Q3 24 | $210.3M | $340.4M | ||
| Q2 24 | $214.2M | $339.2M |
| Q1 26 | $4.5M | — | ||
| Q4 25 | $4.6M | $219.9M | ||
| Q3 25 | $8.6M | $-806.0K | ||
| Q2 25 | $-73.6M | $72.9M | ||
| Q1 25 | $-1.4M | $42.7M | ||
| Q4 24 | $-500.0K | $36.9M | ||
| Q3 24 | $10.7M | $46.4M | ||
| Q2 24 | $8.1M | $50.4M |
| 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 | — | — | ||
| Q4 25 | 3.5% | 19.0% | ||
| Q3 25 | 7.3% | 18.4% | ||
| Q2 25 | -33.3% | 23.7% | ||
| Q1 25 | -0.2% | 22.5% | ||
| Q4 24 | -6.6% | 23.6% | ||
| Q3 24 | 6.9% | 20.6% | ||
| Q2 24 | 5.3% | 23.0% |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 2.3% | 65.3% | ||
| Q3 25 | 4.0% | -0.2% | ||
| Q2 25 | -36.3% | 21.4% | ||
| Q1 25 | -0.7% | 12.8% | ||
| Q4 24 | -0.3% | 10.7% | ||
| Q3 24 | 5.1% | 13.6% | ||
| Q2 24 | 3.8% | 14.8% |
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.20 | $4.37 | ||
| Q3 25 | $0.48 | $-0.02 | ||
| Q2 25 | $-4.00 | $1.46 | ||
| Q1 25 | $-0.08 | $0.83 | ||
| Q4 24 | $-0.04 | $0.70 | ||
| Q3 24 | $0.58 | $0.87 | ||
| Q2 24 | $0.44 | $0.94 |
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 | $578.8M |
| Total DebtLower is stronger | — | $670.1M |
| Stockholders' EquityBook value | $1.2B | $1.4B |
| Total Assets | $1.4B | $2.4B |
| Debt / EquityLower = less leverage | — | 0.49× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $195.8M | — | ||
| Q4 25 | $197.0M | $578.8M | ||
| Q3 25 | $167.8M | $428.2M | ||
| Q2 25 | $157.2M | $369.4M | ||
| Q1 25 | $175.6M | $341.8M | ||
| Q4 24 | $159.8M | $324.9M | ||
| Q3 24 | $146.4M | $280.8M | ||
| Q2 24 | $119.9M | $315.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $670.1M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $647.9M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.3B | $1.1B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.3B | $1.1B |
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $2.4B | ||
| Q3 25 | $1.4B | $2.1B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.5B | $2.1B | ||
| Q4 24 | $1.5B | $2.1B | ||
| Q3 24 | $1.5B | $2.0B | ||
| Q2 24 | $1.5B | $2.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.49× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.58× | ||
| 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 | $5.8M | $153.0M |
| Free Cash FlowOCF − Capex | $1.1M | $147.8M |
| FCF MarginFCF / Revenue | 0.5% | 43.9% |
| Capex IntensityCapex / Revenue | 2.3% | 1.5% |
| Cash ConversionOCF / Net Profit | 1.29× | 0.70× |
| TTM Free Cash FlowTrailing 4 quarters | $70.1M | $353.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $5.8M | — | ||
| Q4 25 | $46.9M | $153.0M | ||
| Q3 25 | $28.9M | $54.7M | ||
| Q2 25 | $13.7M | $85.4M | ||
| Q1 25 | $11.7M | $86.0M | ||
| Q4 24 | $33.7M | $100.0M | ||
| Q3 24 | $42.4M | $49.0M | ||
| Q2 24 | $22.9M | $78.6M |
| Q1 26 | $1.1M | — | ||
| Q4 25 | $42.2M | $147.8M | ||
| Q3 25 | $21.2M | $49.6M | ||
| Q2 25 | $5.6M | $80.2M | ||
| Q1 25 | $2.1M | $75.7M | ||
| Q4 24 | $18.3M | $95.5M | ||
| Q3 24 | $25.2M | $43.3M | ||
| Q2 24 | $8.8M | $72.3M |
| Q1 26 | 0.5% | — | ||
| Q4 25 | 20.9% | 43.9% | ||
| Q3 25 | 9.8% | 14.5% | ||
| Q2 25 | 2.8% | 23.5% | ||
| Q1 25 | 1.1% | 22.7% | ||
| Q4 24 | 9.5% | 27.7% | ||
| Q3 24 | 12.0% | 12.7% | ||
| Q2 24 | 4.1% | 21.3% |
| Q1 26 | 2.3% | — | ||
| Q4 25 | 2.3% | 1.5% | ||
| Q3 25 | 3.6% | 1.5% | ||
| Q2 25 | 4.0% | 1.5% | ||
| Q1 25 | 5.0% | 3.1% | ||
| Q4 24 | 8.0% | 1.3% | ||
| Q3 24 | 8.2% | 1.7% | ||
| Q2 24 | 6.6% | 1.9% |
| Q1 26 | 1.29× | — | ||
| Q4 25 | 10.20× | 0.70× | ||
| Q3 25 | 3.36× | — | ||
| Q2 25 | — | 1.17× | ||
| Q1 25 | — | 2.02× | ||
| Q4 24 | — | 2.71× | ||
| Q3 24 | 3.96× | 1.06× | ||
| Q2 24 | 2.83× | 1.56× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
