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Side-by-side financial comparison of ROGERS CORP (ROG) and Walker & Dunlop, Inc. (WD). Click either name above to swap in a different company.
Walker & Dunlop, Inc. is the larger business by last-quarter revenue ($340.0M vs $200.5M, roughly 1.7× ROGERS CORP). ROGERS CORP runs the higher net margin — 2.2% vs -12.9%, a 15.2% gap on every dollar of revenue. On growth, ROGERS CORP posted the faster year-over-year revenue change (5.2% vs -0.4%). ROGERS CORP produced more free cash flow last quarter ($1.1M vs $-680.1M). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% CAGR vs -3.3%).
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
ROG vs WD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $200.5M | $340.0M |
| Net Profit | $4.5M | $-13.9M |
| Gross Margin | 32.2% | — |
| Operating Margin | — | -17.2% |
| Net Margin | 2.2% | -12.9% |
| Revenue YoY | 5.2% | -0.4% |
| Net Profit YoY | 421.4% | -131.0% |
| EPS (diluted) | $0.25 | $-0.41 |
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 | $340.0M | ||
| Q3 25 | $216.0M | $337.7M | ||
| Q2 25 | $202.8M | $319.2M | ||
| Q1 25 | $190.5M | $237.4M | ||
| Q4 24 | $192.2M | $341.5M | ||
| Q3 24 | $210.3M | $292.3M | ||
| Q2 24 | $214.2M | $270.7M |
| Q1 26 | $4.5M | — | ||
| Q4 25 | $4.6M | $-13.9M | ||
| Q3 25 | $8.6M | $33.5M | ||
| Q2 25 | $-73.6M | $34.0M | ||
| Q1 25 | $-1.4M | $2.8M | ||
| Q4 24 | $-500.0K | $44.8M | ||
| Q3 24 | $10.7M | $28.8M | ||
| Q2 24 | $8.1M | $22.7M |
| 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% | -17.2% | ||
| Q3 25 | 7.3% | 13.6% | ||
| Q2 25 | -33.3% | 14.5% | ||
| Q1 25 | -0.2% | 2.2% | ||
| Q4 24 | -6.6% | 15.3% | ||
| Q3 24 | 6.9% | 12.8% | ||
| Q2 24 | 5.3% | 10.4% |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 2.3% | -12.9% | ||
| Q3 25 | 4.0% | 9.9% | ||
| Q2 25 | -36.3% | 10.6% | ||
| Q1 25 | -0.7% | 1.2% | ||
| Q4 24 | -0.3% | 13.1% | ||
| Q3 24 | 5.1% | 9.9% | ||
| Q2 24 | 3.8% | 8.4% |
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.20 | $-0.41 | ||
| Q3 25 | $0.48 | $0.98 | ||
| Q2 25 | $-4.00 | $0.99 | ||
| Q1 25 | $-0.08 | $0.08 | ||
| Q4 24 | $-0.04 | $1.32 | ||
| Q3 24 | $0.58 | $0.85 | ||
| Q2 24 | $0.44 | $0.67 |
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 | $299.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.2B | $1.7B |
| Total Assets | $1.4B | $5.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $195.8M | — | ||
| Q4 25 | $197.0M | $299.3M | ||
| Q3 25 | $167.8M | $274.8M | ||
| Q2 25 | $157.2M | $233.7M | ||
| Q1 25 | $175.6M | $181.0M | ||
| Q4 24 | $159.8M | $279.3M | ||
| Q3 24 | $146.4M | $179.8M | ||
| Q2 24 | $119.9M | $208.1M |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $1.7B | ||
| Q3 25 | $1.2B | $1.8B | ||
| Q2 25 | $1.2B | $1.8B | ||
| Q1 25 | $1.3B | $1.7B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.3B | $1.7B | ||
| Q2 24 | $1.3B | $1.7B |
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $5.1B | ||
| Q3 25 | $1.4B | $5.8B | ||
| Q2 25 | $1.5B | $4.7B | ||
| Q1 25 | $1.5B | $4.5B | ||
| Q4 24 | $1.5B | $4.4B | ||
| Q3 24 | $1.5B | $4.6B | ||
| Q2 24 | $1.5B | $4.2B |
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 | $-664.3M |
| Free Cash FlowOCF − Capex | $1.1M | $-680.1M |
| FCF MarginFCF / Revenue | 0.5% | -200.0% |
| Capex IntensityCapex / Revenue | 2.3% | 4.6% |
| Cash ConversionOCF / Net Profit | 1.29× | — |
| TTM Free Cash FlowTrailing 4 quarters | $70.1M | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $5.8M | — | ||
| Q4 25 | $46.9M | $-664.3M | ||
| Q3 25 | $28.9M | $-948.1M | ||
| Q2 25 | $13.7M | $-238.5M | ||
| Q1 25 | $11.7M | $-281.1M | ||
| Q4 24 | $33.7M | $129.4M | ||
| Q3 24 | $42.4M | $-202.0M | ||
| Q2 24 | $22.9M | $-237.8M |
| Q1 26 | $1.1M | — | ||
| Q4 25 | $42.2M | $-680.1M | ||
| Q3 25 | $21.2M | $-950.4M | ||
| Q2 25 | $5.6M | $-241.0M | ||
| Q1 25 | $2.1M | $-284.7M | ||
| Q4 24 | $18.3M | $116.4M | ||
| Q3 24 | $25.2M | $-204.0M | ||
| Q2 24 | $8.8M | $-241.7M |
| Q1 26 | 0.5% | — | ||
| Q4 25 | 20.9% | -200.0% | ||
| Q3 25 | 9.8% | -281.5% | ||
| Q2 25 | 2.8% | -75.5% | ||
| Q1 25 | 1.1% | -120.0% | ||
| Q4 24 | 9.5% | 34.1% | ||
| Q3 24 | 12.0% | -69.8% | ||
| Q2 24 | 4.1% | -89.3% |
| Q1 26 | 2.3% | — | ||
| Q4 25 | 2.3% | 4.6% | ||
| Q3 25 | 3.6% | 0.7% | ||
| Q2 25 | 4.0% | 0.8% | ||
| Q1 25 | 5.0% | 1.5% | ||
| Q4 24 | 8.0% | 3.8% | ||
| Q3 24 | 8.2% | 0.7% | ||
| Q2 24 | 6.6% | 1.4% |
| Q1 26 | 1.29× | — | ||
| Q4 25 | 10.20× | — | ||
| Q3 25 | 3.36× | -28.34× | ||
| Q2 25 | — | -7.02× | ||
| Q1 25 | — | -102.07× | ||
| Q4 24 | — | 2.89× | ||
| Q3 24 | 3.96× | -7.01× | ||
| Q2 24 | 2.83× | -10.49× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
