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传奇娱乐（ACEL）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
传奇娱乐的季度营收约是ROGERS CORP的1.7倍（$341.4M vs $200.5M），传奇娱乐净利率更高（4.7% vs 2.2%，领先2.5%），传奇娱乐同比增速更快（7.5% vs 5.2%），传奇娱乐自由现金流更多（$16.0M vs $1.1M），过去两年传奇娱乐的营收复合增速更高（6.4% vs -3.3%）
传奇娱乐是一家美国大众传媒与电影制作公司，总部位于加利福尼亚州伯班克，由托马斯·图尔于2000年创立。该公司长期与华纳兄弟影业、环球影业、索尼影视、派拉蒙影业等主流制片厂，以及网飞、葫芦等流媒体平台展开合作。
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。
ACEL vs ROG — 直观对比
营收规模更大
ACEL
是对方的1.7倍
$200.5M
营收增速更快
ACEL
高出2.3%
5.2%
净利率更高
ACEL
高出2.5%
2.2%
自由现金流更多
ACEL
多$14.9M
$1.1M
两年增速更快
ACEL
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $341.4M | $200.5M |
| 净利润 | $16.2M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | 8.7% | — |
| 净利率 | 4.7% | 2.2% |
| 营收同比 | 7.5% | 5.2% |
| 净利润同比 | 93.3% | 421.4% |
| 每股收益（稀释后） | $0.19 | $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ACELROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $341.4M | $201.5M | ||
| Q3 25 | $329.7M | $216.0M | ||
| Q2 25 | $335.9M | $202.8M | ||
| Q1 25 | $323.9M | $190.5M | ||
| Q4 24 | $317.5M | $192.2M | ||
| Q3 24 | $302.2M | $210.3M | ||
| Q2 24 | $309.4M | $214.2M |
净利润ACELROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $16.2M | $4.6M | ||
| Q3 25 | $13.4M | $8.6M | ||
| Q2 25 | $7.3M | $-73.6M | ||
| Q1 25 | $14.6M | $-1.4M | ||
| Q4 24 | $8.4M | $-500.0K | ||
| Q3 24 | $4.9M | $10.7M | ||
| Q2 24 | $14.6M | $8.1M |
毛利率ACELROG
| 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ACELROG
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | 3.5% | ||
| Q3 25 | 7.7% | 7.3% | ||
| Q2 25 | 8.0% | -33.3% | ||
| Q1 25 | 8.0% | -0.2% | ||
| Q4 24 | 6.5% | -6.6% | ||
| Q3 24 | 7.2% | 6.9% | ||
| Q2 24 | 7.3% | 5.3% |
净利率ACELROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 4.7% | 2.3% | ||
| Q3 25 | 4.1% | 4.0% | ||
| Q2 25 | 2.2% | -36.3% | ||
| Q1 25 | 4.5% | -0.7% | ||
| Q4 24 | 2.6% | -0.3% | ||
| Q3 24 | 1.6% | 5.1% | ||
| Q2 24 | 4.7% | 3.8% |
每股收益（稀释后）ACELROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.19 | $0.20 | ||
| Q3 25 | $0.16 | $0.48 | ||
| Q2 25 | $0.08 | $-4.00 | ||
| Q1 25 | $0.17 | $-0.08 | ||
| Q4 24 | $0.09 | $-0.04 | ||
| Q3 24 | $0.06 | $0.58 | ||
| Q2 24 | $0.17 | $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 | $296.6M | $195.8M |
| 总债务越低越好 | $607.4M | — |
| 股东权益账面价值 | $269.7M | $1.2B |
| 总资产 | $1.1B | $1.4B |
| 负债/权益比越低杠杆越低 | 2.25× | — |
8季度趋势，按日历期对齐
现金及短期投资ACELROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $296.6M | $197.0M | ||
| Q3 25 | $290.2M | $167.8M | ||
| Q2 25 | $264.6M | $157.2M | ||
| Q1 25 | $271.9M | $175.6M | ||
| Q4 24 | $281.3M | $159.8M | ||
| Q3 24 | $265.1M | $146.4M | ||
| Q2 24 | $254.9M | $119.9M |
总债务ACELROG
| Q1 26 | — | — | ||
| Q4 25 | $607.4M | — | ||
| Q3 25 | $595.4M | — | ||
| Q2 25 | $595.5M | — | ||
| Q1 25 | $580.7M | — | ||
| Q4 24 | $595.4M | — | ||
| Q3 24 | $554.1M | — | ||
| Q2 24 | $565.7M | — |
股东权益ACELROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $269.7M | $1.2B | ||
| Q3 25 | $267.1M | $1.2B | ||
| Q2 25 | $260.5M | $1.2B | ||
| Q1 25 | $259.1M | $1.3B | ||
| Q4 24 | $255.0M | $1.3B | ||
| Q3 24 | $206.7M | $1.3B | ||
| Q2 24 | $209.1M | $1.3B |
总资产ACELROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.1B | $1.5B | ||
| Q1 25 | $1.0B | $1.5B | ||
| Q4 24 | $1.0B | $1.5B | ||
| Q3 24 | $950.2M | $1.5B | ||
| Q2 24 | $950.3M | $1.5B |
负债/权益比ACELROG
| Q1 26 | — | — | ||
| Q4 25 | 2.25× | — | ||
| Q3 25 | 2.23× | — | ||
| Q2 25 | 2.29× | — | ||
| Q1 25 | 2.24× | — | ||
| Q4 24 | 2.33× | — | ||
| Q3 24 | 2.68× | — | ||
| Q2 24 | 2.71× | — |
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 | $31.1M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $1.1M |
| 自由现金流率自由现金流/营收 | 4.7% | 0.5% |
| 资本支出强度资本支出/营收 | 4.4% | 2.3% |
| 现金转化率经营现金流/净利润 | 1.92× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $62.0M | $70.1M |
8季度趋势，按日历期对齐
经营现金流ACELROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $31.1M | $46.9M | ||
| Q3 25 | $55.2M | $28.9M | ||
| Q2 25 | $19.8M | $13.7M | ||
| Q1 25 | $44.8M | $11.7M | ||
| Q4 24 | $13.5M | $33.7M | ||
| Q3 24 | $50.1M | $42.4M | ||
| Q2 24 | $28.9M | $22.9M |
自由现金流ACELROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $16.0M | $42.2M | ||
| Q3 25 | $34.2M | $21.2M | ||
| Q2 25 | $-6.2M | $5.6M | ||
| Q1 25 | $18.0M | $2.1M | ||
| Q4 24 | $2.1M | $18.3M | ||
| Q3 24 | $33.1M | $25.2M | ||
| Q2 24 | $11.4M | $8.8M |
自由现金流率ACELROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 4.7% | 20.9% | ||
| Q3 25 | 10.4% | 9.8% | ||
| Q2 25 | -1.9% | 2.8% | ||
| Q1 25 | 5.6% | 1.1% | ||
| Q4 24 | 0.7% | 9.5% | ||
| Q3 24 | 11.0% | 12.0% | ||
| Q2 24 | 3.7% | 4.1% |
资本支出强度ACELROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 4.4% | 2.3% | ||
| Q3 25 | 6.4% | 3.6% | ||
| Q2 25 | 7.8% | 4.0% | ||
| Q1 25 | 8.3% | 5.0% | ||
| Q4 24 | 3.6% | 8.0% | ||
| Q3 24 | 5.6% | 8.2% | ||
| Q2 24 | 5.7% | 6.6% |
现金转化率ACELROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 1.92× | 10.20× | ||
| Q3 25 | 4.13× | 3.36× | ||
| Q2 25 | 2.71× | — | ||
| Q1 25 | 3.06× | — | ||
| Q4 24 | 1.62× | — | ||
| Q3 24 | 10.23× | 3.96× | ||
| Q2 24 | 1.98× | 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
ACEL
| Video Gaming | $319.1M | 93% |
| ATM Fees And Other Revenue | $13.5M | 4% |
| Amusement | $5.3M | 2% |
| Manufacturing | $3.6M | 1% |
ROG
暂无分部数据
