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Acadian Asset Management Inc.（AAMI）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
ROGERS CORP的季度营收约是Acadian Asset Management Inc.的1.2倍（$200.5M vs $172.2M），Acadian Asset Management Inc.净利率更高（20.2% vs 2.2%，领先17.9%），ROGERS CORP同比增速更快（5.2% vs 2.6%），过去两年Acadian Asset Management Inc.的营收复合增速更高（27.6% vs -3.3%）
Acadian Asset Management Inc.是一家总部位于美国马萨诸塞州波士顿的资产管理机构，专注于为全球机构及个人客户提供专业的投资管理解决方案，在资产管理领域拥有成熟的服务经验与市场布局。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
AAMI vs ROG — 直观对比
营收规模更大
ROG
是对方的1.2倍
$172.2M
营收增速更快
ROG
高出2.6%
2.6%
净利率更高
AAMI
高出17.9%
2.2%
两年增速更快
AAMI
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $172.2M | $200.5M |
| 净利润 | $34.7M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | 33.3% | — |
| 净利率 | 20.2% | 2.2% |
| 营收同比 | 2.6% | 5.2% |
| 净利润同比 | -18.4% | 421.4% |
| 每股收益（稀释后） | $0.97 | $0.25 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收AAMIROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $172.2M | $201.5M | ||
| Q3 25 | $144.2M | $216.0M | ||
| Q2 25 | $127.4M | $202.8M | ||
| Q1 25 | $119.9M | $190.5M | ||
| Q4 24 | $167.8M | $192.2M | ||
| Q3 24 | $123.1M | $210.3M | ||
| Q2 24 | $109.0M | $214.2M |
净利润AAMIROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $34.7M | $4.6M | ||
| Q3 25 | $15.1M | $8.6M | ||
| Q2 25 | $10.1M | $-73.6M | ||
| Q1 25 | $20.1M | $-1.4M | ||
| Q4 24 | $42.5M | $-500.0K | ||
| Q3 24 | $16.9M | $10.7M | ||
| Q2 24 | $11.0M | $8.1M |
毛利率AAMIROG
| 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% |
营业利润率AAMIROG
| Q1 26 | — | — | ||
| Q4 25 | 33.3% | 3.5% | ||
| Q3 25 | 18.4% | 7.3% | ||
| Q2 25 | 12.7% | -33.3% | ||
| Q1 25 | 26.6% | -0.2% | ||
| Q4 24 | 38.7% | -6.6% | ||
| Q3 24 | 21.9% | 6.9% | ||
| Q2 24 | 18.9% | 5.3% |
净利率AAMIROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 20.2% | 2.3% | ||
| Q3 25 | 10.5% | 4.0% | ||
| Q2 25 | 7.9% | -36.3% | ||
| Q1 25 | 16.8% | -0.7% | ||
| Q4 24 | 25.3% | -0.3% | ||
| Q3 24 | 13.7% | 5.1% | ||
| Q2 24 | 10.1% | 3.8% |
每股收益（稀释后）AAMIROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.97 | $0.20 | ||
| Q3 25 | $0.42 | $0.48 | ||
| Q2 25 | $0.28 | $-4.00 | ||
| Q1 25 | $0.54 | $-0.08 | ||
| Q4 24 | $1.11 | $-0.04 | ||
| Q3 24 | $0.45 | $0.58 | ||
| Q2 24 | $0.29 | $0.44 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | — | $195.8M |
| 总债务越低越好 | $200.0M | — |
| 股东权益账面价值 | — | $1.2B |
| 总资产 | $677.0M | $1.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AAMIROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | — | $197.0M | ||
| Q3 25 | — | $167.8M | ||
| Q2 25 | — | $157.2M | ||
| Q1 25 | — | $175.6M | ||
| Q4 24 | — | $159.8M | ||
| Q3 24 | — | $146.4M | ||
| Q2 24 | — | $119.9M |
总债务AAMIROG
| Q1 26 | — | — | ||
| Q4 25 | $200.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $275.0M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AAMIROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.3B |
总资产AAMIROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $677.0M | $1.4B | ||
| Q3 25 | $751.4M | $1.4B | ||
| Q2 25 | $672.3M | $1.5B | ||
| Q1 25 | $677.3M | $1.5B | ||
| Q4 24 | $703.2M | $1.5B | ||
| Q3 24 | $555.2M | $1.5B | ||
| Q2 24 | $533.1M | $1.5B |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $-2.4M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | — | $1.1M |
| 自由现金流率自由现金流/营收 | — | 0.5% |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 现金转化率经营现金流/净利润 | -0.07× | 1.29× |
| 过去12个月自由现金流最近4个季度 | — | $70.1M |
8季度趋势，按日历期对齐
经营现金流AAMIROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-2.4M | $46.9M | ||
| Q3 25 | $-23.9M | $28.9M | ||
| Q2 25 | $61.6M | $13.7M | ||
| Q1 25 | $-48.8M | $11.7M | ||
| Q4 24 | $55.8M | $33.7M | ||
| Q3 24 | $69.6M | $42.4M | ||
| Q2 24 | $45.7M | $22.9M |
自由现金流AAMIROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | — | $21.2M | ||
| Q2 25 | — | $5.6M | ||
| Q1 25 | — | $2.1M | ||
| Q4 24 | — | $18.3M | ||
| Q3 24 | — | $25.2M | ||
| Q2 24 | — | $8.8M |
自由现金流率AAMIROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | — | 4.1% |
资本支出强度AAMIROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | — | 6.6% |
现金转化率AAMIROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | -0.07× | 10.20× | ||
| Q3 25 | -1.58× | 3.36× | ||
| Q2 25 | 6.10× | — | ||
| Q1 25 | -2.43× | — | ||
| Q4 24 | 1.31× | — | ||
| Q3 24 | 4.12× | 3.96× | ||
| Q2 24 | 4.15× | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
