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FEDERAL AGRICULTURAL MORTGAGE CORP（AGM）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FEDERAL AGRICULTURAL MORTGAGE CORP的1.9倍（$200.5M vs $107.5M），FEDERAL AGRICULTURAL MORTGAGE CORP同比增速更快（6.1% vs 5.2%），过去两年FEDERAL AGRICULTURAL MORTGAGE CORP的营收复合增速更高（7.1% vs -3.3%）
联邦农业抵押贷款公司（又称Farmer Mac）是由美国国会1988年依据《1987年农业信贷法案》设立、由股东持股的联邦特许企业，核心业务是搭建农业不动产及住房抵押贷款的二级市场，提升农业领域的信贷流动性，为农户、牧场主及乡村社区提供长期稳定的信贷支持。
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。
AGM vs ROG — 直观对比
营收规模更大
ROG
是对方的1.9倍
$107.5M
营收增速更快
AGM
高出0.9%
5.2%
两年增速更快
AGM
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $107.5M | $200.5M |
| 净利润 | — | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | 56.3% | — |
| 净利率 | — | 2.2% |
| 营收同比 | 6.1% | 5.2% |
| 净利润同比 | — | 421.4% |
| 每股收益（稀释后） | $3.69 | $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AGMROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $107.5M | $201.5M | ||
| Q3 25 | $104.0M | $216.0M | ||
| Q2 25 | $102.6M | $202.8M | ||
| Q1 25 | $94.3M | $190.5M | ||
| Q4 24 | $101.3M | $192.2M | ||
| Q3 24 | $90.3M | $210.3M | ||
| Q2 24 | $89.9M | $214.2M |
净利润AGMROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | — | $4.6M | ||
| Q3 25 | $55.0M | $8.6M | ||
| Q2 25 | $54.8M | $-73.6M | ||
| Q1 25 | $49.7M | $-1.4M | ||
| Q4 24 | $56.5M | $-500.0K | ||
| Q3 24 | $49.8M | $10.7M | ||
| Q2 24 | $47.1M | $8.1M |
毛利率AGMROG
| 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AGMROG
| Q1 26 | — | — | ||
| Q4 25 | 56.3% | 3.5% | ||
| Q3 25 | 64.1% | 7.3% | ||
| Q2 25 | 63.8% | -33.3% | ||
| Q1 25 | 66.9% | -0.2% | ||
| Q4 24 | 67.5% | -6.6% | ||
| Q3 24 | 69.0% | 6.9% | ||
| Q2 24 | 65.9% | 5.3% |
净利率AGMROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | 52.9% | 4.0% | ||
| Q2 25 | 53.4% | -36.3% | ||
| Q1 25 | 52.6% | -0.7% | ||
| Q4 24 | 55.8% | -0.3% | ||
| Q3 24 | 55.2% | 5.1% | ||
| Q2 24 | 52.4% | 3.8% |
每股收益（稀释后）AGMROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $3.69 | $0.20 | ||
| Q3 25 | $4.44 | $0.48 | ||
| Q2 25 | $4.48 | $-4.00 | ||
| Q1 25 | $4.01 | $-0.08 | ||
| Q4 24 | $4.62 | $-0.04 | ||
| Q3 24 | $3.86 | $0.58 | ||
| Q2 24 | $3.68 | $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 | $30.8B | — |
| 股东权益账面价值 | $1.7B | $1.2B |
| 总资产 | $35.4B | $1.4B |
| 负债/权益比越低杠杆越低 | 17.93× | — |
8季度趋势，按日历期对齐
现金及短期投资AGMROG
| 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 | $842.1M | $146.4M | ||
| Q2 24 | $923.0M | $119.9M |
总债务AGMROG
| Q1 26 | — | — | ||
| Q4 25 | $30.8B | — | ||
| Q3 25 | $29.2B | — | ||
| Q2 25 | $28.9B | — | ||
| Q1 25 | $28.0B | — | ||
| Q4 24 | $27.5B | — | ||
| Q3 24 | $27.2B | — | ||
| Q2 24 | $26.8B | — |
股东权益AGMROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.7B | $1.2B | ||
| Q3 25 | $1.7B | $1.2B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.5B | $1.3B | ||
| Q4 24 | $1.5B | $1.3B | ||
| Q3 24 | $1.5B | $1.3B | ||
| Q2 24 | $1.5B | $1.3B |
总资产AGMROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $35.4B | $1.4B | ||
| Q3 25 | $33.4B | $1.4B | ||
| Q2 25 | $33.0B | $1.5B | ||
| Q1 25 | $31.8B | $1.5B | ||
| Q4 24 | $31.3B | $1.5B | ||
| Q3 24 | $30.6B | $1.5B | ||
| Q2 24 | $30.2B | $1.5B |
负债/权益比AGMROG
| Q1 26 | — | — | ||
| Q4 25 | 17.93× | — | ||
| Q3 25 | 17.31× | — | ||
| Q2 25 | 18.70× | — | ||
| Q1 25 | 18.39× | — | ||
| Q4 24 | 18.48× | — | ||
| Q3 24 | 18.60× | — | ||
| Q2 24 | 17.87× | — |
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 | $80.1M | $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 | 0.0% | 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 | — | $70.1M |
8季度趋势，按日历期对齐
经营现金流AGMROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $80.1M | $46.9M | ||
| Q3 25 | $74.2M | $28.9M | ||
| Q2 25 | $-47.7M | $13.7M | ||
| Q1 25 | $-49.8M | $11.7M | ||
| Q4 24 | $612.6M | $33.7M | ||
| Q3 24 | $-44.4M | $42.4M | ||
| Q2 24 | $56.1M | $22.9M |
自由现金流AGMROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | — | $21.2M | ||
| Q2 25 | — | $5.6M | ||
| Q1 25 | — | $2.1M | ||
| Q4 24 | $607.4M | $18.3M | ||
| Q3 24 | $-44.4M | $25.2M | ||
| Q2 24 | $52.6M | $8.8M |
自由现金流率AGMROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | 599.8% | 9.5% | ||
| Q3 24 | -49.2% | 12.0% | ||
| Q2 24 | 58.5% | 4.1% |
资本支出强度AGMROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.0% | 2.3% | ||
| Q3 25 | 0.0% | 3.6% | ||
| Q2 25 | 0.0% | 4.0% | ||
| Q1 25 | 0.0% | 5.0% | ||
| Q4 24 | 5.2% | 8.0% | ||
| Q3 24 | 0.1% | 8.2% | ||
| Q2 24 | 4.0% | 6.6% |
现金转化率AGMROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | 1.35× | 3.36× | ||
| Q2 25 | -0.87× | — | ||
| Q1 25 | -1.00× | — | ||
| Q4 24 | 10.84× | — | ||
| Q3 24 | -0.89× | 3.96× | ||
| Q2 24 | 1.19× | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
