vs
APPLIED OPTOELECTRONICS, INC.（AAOI）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APPLIED OPTOELECTRONICS, INC.的1.5倍（$200.5M vs $134.3M），APPLIED OPTOELECTRONICS, INC.同比增速更快（33.9% vs 5.2%），ROGERS CORP自由现金流更多（$1.1M vs $-104.6M），过去两年APPLIED OPTOELECTRONICS, INC.的营收复合增速更高（81.7% vs -3.3%）
应用光电是一家美国半导体企业，专注于光电器件领域，1997年于休斯顿大学成立，总部位于得克萨斯州舒格兰，深耕光通信相关的半导体器件研发与生产，在光电技术领域拥有深厚的技术积累。
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。
AAOI vs ROG — 直观对比
营收规模更大
ROG
是对方的1.5倍
$134.3M
营收增速更快
AAOI
高出28.7%
5.2%
自由现金流更多
ROG
多$105.7M
$-104.6M
两年增速更快
AAOI
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $134.3M | $200.5M |
| 净利润 | — | $4.5M |
| 毛利率 | 31.2% | 32.2% |
| 营业利润率 | -8.6% | — |
| 净利率 | — | 2.2% |
| 营收同比 | 33.9% | 5.2% |
| 净利润同比 | — | 421.4% |
| 每股收益（稀释后） | $-0.02 | $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AAOIROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $134.3M | $201.5M | ||
| Q3 25 | $118.6M | $216.0M | ||
| Q2 25 | $103.0M | $202.8M | ||
| Q1 25 | $99.9M | $190.5M | ||
| Q4 24 | $100.3M | $192.2M | ||
| Q3 24 | $65.2M | $210.3M | ||
| Q2 24 | $43.3M | $214.2M |
净利润AAOIROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | — | $4.6M | ||
| Q3 25 | $-17.9M | $8.6M | ||
| Q2 25 | $-9.1M | $-73.6M | ||
| Q1 25 | $-9.2M | $-1.4M | ||
| Q4 24 | — | $-500.0K | ||
| Q3 24 | $-17.8M | $10.7M | ||
| Q2 24 | $-26.1M | $8.1M |
毛利率AAOIROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 31.2% | 31.5% | ||
| Q3 25 | 28.0% | 33.5% | ||
| Q2 25 | 30.3% | 31.6% | ||
| Q1 25 | 30.6% | 29.9% | ||
| Q4 24 | 28.7% | 32.1% | ||
| Q3 24 | 24.4% | 35.2% | ||
| Q2 24 | 22.1% | 34.1% |
营业利润率AAOIROG
| Q1 26 | — | — | ||
| Q4 25 | -8.6% | 3.5% | ||
| Q3 25 | -15.3% | 7.3% | ||
| Q2 25 | -15.5% | -33.3% | ||
| Q1 25 | -8.9% | -0.2% | ||
| Q4 24 | -6.5% | -6.6% | ||
| Q3 24 | -25.4% | 6.9% | ||
| Q2 24 | -60.7% | 5.3% |
净利率AAOIROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | -15.1% | 4.0% | ||
| Q2 25 | -8.8% | -36.3% | ||
| Q1 25 | -9.2% | -0.7% | ||
| Q4 24 | — | -0.3% | ||
| Q3 24 | -27.3% | 5.1% | ||
| Q2 24 | -60.4% | 3.8% |
每股收益（稀释后）AAOIROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.02 | $0.20 | ||
| Q3 25 | $-0.28 | $0.48 | ||
| Q2 25 | $-0.16 | $-4.00 | ||
| Q1 25 | $-0.18 | $-0.08 | ||
| Q4 24 | $-2.82 | $-0.04 | ||
| Q3 24 | $-0.42 | $0.58 | ||
| Q2 24 | $-0.66 | $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 | $206.1M | $195.8M |
| 总债务越低越好 | $34.0M | — |
| 股东权益账面价值 | $733.9M | $1.2B |
| 总资产 | $1.2B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.05× | — |
8季度趋势，按日历期对齐
现金及短期投资AAOIROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $206.1M | $197.0M | ||
| Q3 25 | $137.0M | $167.8M | ||
| Q2 25 | $64.7M | $157.2M | ||
| Q1 25 | $51.1M | $175.6M | ||
| Q4 24 | $67.4M | $159.8M | ||
| Q3 24 | $34.1M | $146.4M | ||
| Q2 24 | $10.7M | $119.9M |
总债务AAOIROG
| Q1 26 | — | — | ||
| Q4 25 | $34.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $22.1M | — | ||
| Q4 24 | $26.7M | — | ||
| Q3 24 | $29.5M | — | ||
| Q2 24 | $22.5M | — |
股东权益AAOIROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $733.9M | $1.2B | ||
| Q3 25 | $559.1M | $1.2B | ||
| Q2 25 | $425.0M | $1.2B | ||
| Q1 25 | $309.0M | $1.3B | ||
| Q4 24 | $229.1M | $1.3B | ||
| Q3 24 | $212.1M | $1.3B | ||
| Q2 24 | $186.5M | $1.3B |
总资产AAOIROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $978.5M | $1.4B | ||
| Q2 25 | $796.9M | $1.5B | ||
| Q1 25 | $644.7M | $1.5B | ||
| Q4 24 | $547.0M | $1.5B | ||
| Q3 24 | $410.0M | $1.5B | ||
| Q2 24 | $348.0M | $1.5B |
负债/权益比AAOIROG
| Q1 26 | — | — | ||
| Q4 25 | 0.05× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.07× | — | ||
| Q4 24 | 0.12× | — | ||
| Q3 24 | 0.14× | — | ||
| Q2 24 | 0.12× | — |
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 | $-29.6M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-104.6M | $1.1M |
| 自由现金流率自由现金流/营收 | -77.9% | 0.5% |
| 资本支出强度资本支出/营收 | 55.9% | 2.3% |
| 现金转化率经营现金流/净利润 | — | 1.29× |
| 过去12个月自由现金流最近4个季度 | $-353.6M | $70.1M |
8季度趋势，按日历期对齐
经营现金流AAOIROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-29.6M | $46.9M | ||
| Q3 25 | $-28.5M | $28.9M | ||
| Q2 25 | $-65.5M | $13.7M | ||
| Q1 25 | $-50.9M | $11.7M | ||
| Q4 24 | $-24.6M | $33.7M | ||
| Q3 24 | $-14.4M | $42.4M | ||
| Q2 24 | $-2.0M | $22.9M |
自由现金流AAOIROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-104.6M | $42.2M | ||
| Q3 25 | $-78.7M | $21.2M | ||
| Q2 25 | $-91.0M | $5.6M | ||
| Q1 25 | $-79.3M | $2.1M | ||
| Q4 24 | $-53.0M | $18.3M | ||
| Q3 24 | $-20.7M | $25.2M | ||
| Q2 24 | $-5.0M | $8.8M |
自由现金流率AAOIROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | -77.9% | 20.9% | ||
| Q3 25 | -66.3% | 9.8% | ||
| Q2 25 | -88.3% | 2.8% | ||
| Q1 25 | -79.4% | 1.1% | ||
| Q4 24 | -52.9% | 9.5% | ||
| Q3 24 | -31.8% | 12.0% | ||
| Q2 24 | -11.5% | 4.1% |
资本支出强度AAOIROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 55.9% | 2.3% | ||
| Q3 25 | 42.4% | 3.6% | ||
| Q2 25 | 24.7% | 4.0% | ||
| Q1 25 | 28.4% | 5.0% | ||
| Q4 24 | 28.3% | 8.0% | ||
| Q3 24 | 9.7% | 8.2% | ||
| Q2 24 | 6.9% | 6.6% |
现金转化率AAOIROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AAOI
| Data Center | $74.9M | 56% |
| CATV | $54.0M | 40% |
| Telecom | $5.1M | 4% |
ROG
暂无分部数据
