vs
ARGAN INC（AGX）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
ARGAN INC的季度营收约是ROGERS CORP的1.3倍（$251.2M vs $200.5M），ARGAN INC净利率更高（12.2% vs 2.2%，领先10.0%），ROGERS CORP同比增速更快（5.2% vs -2.3%），ARGAN INC自由现金流更多（$171.9M vs $1.1M），过去两年ARGAN INC的营收复合增速更高（23.5% vs -3.3%）
Argan Inc.是一家控股企业，主营工程设计、施工建设、项目管理及咨询服务，核心业务覆盖发电、电信、工业基建与可再生能源领域，主要服务北美地区的公营及私营部门客户。
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。
AGX vs ROG — 直观对比
营收规模更大
AGX
是对方的1.3倍
$200.5M
营收增速更快
ROG
高出7.5%
-2.3%
净利率更高
AGX
高出10.0%
2.2%
自由现金流更多
AGX
多$170.8M
$1.1M
两年增速更快
AGX
近两年复合增速
-3.3%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $251.2M | $200.5M |
| 净利润 | $30.7M | $4.5M |
| 毛利率 | 18.7% | 32.2% |
| 营业利润率 | 13.0% | — |
| 净利率 | 12.2% | 2.2% |
| 营收同比 | -2.3% | 5.2% |
| 净利润同比 | 9.7% | 421.4% |
| 每股收益（稀释后） | $2.17 | $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AGXROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $251.2M | $201.5M | ||
| Q3 25 | $237.7M | $216.0M | ||
| Q2 25 | $193.7M | $202.8M | ||
| Q1 25 | $232.5M | $190.5M | ||
| Q4 24 | $257.0M | $192.2M | ||
| Q3 24 | $227.0M | $210.3M | ||
| Q2 24 | $157.7M | $214.2M |
净利润AGXROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $30.7M | $4.6M | ||
| Q3 25 | $35.3M | $8.6M | ||
| Q2 25 | $22.6M | $-73.6M | ||
| Q1 25 | $31.4M | $-1.4M | ||
| Q4 24 | $28.0M | $-500.0K | ||
| Q3 24 | $18.2M | $10.7M | ||
| Q2 24 | $7.9M | $8.1M |
毛利率AGXROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 18.7% | 31.5% | ||
| Q3 25 | 18.6% | 33.5% | ||
| Q2 25 | 19.0% | 31.6% | ||
| Q1 25 | 20.5% | 29.9% | ||
| Q4 24 | 17.2% | 32.1% | ||
| Q3 24 | 13.7% | 35.2% | ||
| Q2 24 | 11.4% | 34.1% |
营业利润率AGXROG
| Q1 26 | — | — | ||
| Q4 25 | 13.0% | 3.5% | ||
| Q3 25 | 12.6% | 7.3% | ||
| Q2 25 | 12.6% | -33.3% | ||
| Q1 25 | 14.1% | -0.2% | ||
| Q4 24 | 11.8% | -6.6% | ||
| Q3 24 | 8.2% | 6.9% | ||
| Q2 24 | 4.1% | 5.3% |
净利率AGXROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 12.2% | 2.3% | ||
| Q3 25 | 14.8% | 4.0% | ||
| Q2 25 | 11.6% | -36.3% | ||
| Q1 25 | 13.5% | -0.7% | ||
| Q4 24 | 10.9% | -0.3% | ||
| Q3 24 | 8.0% | 5.1% | ||
| Q2 24 | 5.0% | 3.8% |
每股收益（稀释后）AGXROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $2.17 | $0.20 | ||
| Q3 25 | $2.50 | $0.48 | ||
| Q2 25 | $1.60 | $-4.00 | ||
| Q1 25 | $2.26 | $-0.08 | ||
| Q4 24 | $2.00 | $-0.04 | ||
| Q3 24 | $1.31 | $0.58 | ||
| Q2 24 | $0.58 | $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 | $423.7M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $419.7M | $1.2B |
| 总资产 | $1.1B | $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AGXROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $423.7M | $197.0M | ||
| Q3 25 | $275.5M | $167.8M | ||
| Q2 25 | $304.3M | $157.2M | ||
| Q1 25 | $298.4M | $175.6M | ||
| Q4 24 | $299.8M | $159.8M | ||
| Q3 24 | $302.0M | $146.4M | ||
| Q2 24 | $291.8M | $119.9M |
股东权益AGXROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $419.7M | $1.2B | ||
| Q3 25 | $393.2M | $1.2B | ||
| Q2 25 | $363.9M | $1.2B | ||
| Q1 25 | $351.9M | $1.3B | ||
| Q4 24 | $328.7M | $1.3B | ||
| Q3 24 | $308.1M | $1.3B | ||
| Q2 24 | $293.2M | $1.3B |
总资产AGXROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $882.7M | $1.4B | ||
| Q2 25 | $792.2M | $1.5B | ||
| Q1 25 | $836.2M | $1.5B | ||
| Q4 24 | $768.9M | $1.5B | ||
| Q3 24 | $726.6M | $1.5B | ||
| Q2 24 | $624.4M | $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 | $172.5M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $171.9M | $1.1M |
| 自由现金流率自由现金流/营收 | 68.4% | 0.5% |
| 资本支出强度资本支出/营收 | 0.2% | 2.3% |
| 现金转化率经营现金流/净利润 | 5.61× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $283.0M | $70.1M |
8季度趋势，按日历期对齐
经营现金流AGXROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $172.5M | $46.9M | ||
| Q3 25 | $34.6M | $28.9M | ||
| Q2 25 | $35.3M | $13.7M | ||
| Q1 25 | $44.6M | $11.7M | ||
| Q4 24 | $31.8M | $33.7M | ||
| Q3 24 | $73.5M | $42.4M | ||
| Q2 24 | $17.7M | $22.9M |
自由现金流AGXROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $171.9M | $42.2M | ||
| Q3 25 | $32.9M | $21.2M | ||
| Q2 25 | $34.9M | $5.6M | ||
| Q1 25 | $43.3M | $2.1M | ||
| Q4 24 | $29.2M | $18.3M | ||
| Q3 24 | $71.1M | $25.2M | ||
| Q2 24 | $17.4M | $8.8M |
自由现金流率AGXROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 68.4% | 20.9% | ||
| Q3 25 | 13.8% | 9.8% | ||
| Q2 25 | 18.0% | 2.8% | ||
| Q1 25 | 18.6% | 1.1% | ||
| Q4 24 | 11.4% | 9.5% | ||
| Q3 24 | 31.3% | 12.0% | ||
| Q2 24 | 11.0% | 4.1% |
资本支出强度AGXROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.2% | 2.3% | ||
| Q3 25 | 0.7% | 3.6% | ||
| Q2 25 | 0.2% | 4.0% | ||
| Q1 25 | 0.6% | 5.0% | ||
| Q4 24 | 1.0% | 8.0% | ||
| Q3 24 | 1.0% | 8.2% | ||
| Q2 24 | 0.2% | 6.6% |
现金转化率AGXROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 5.61× | 10.20× | ||
| Q3 25 | 0.98× | 3.36× | ||
| Q2 25 | 1.57× | — | ||
| Q1 25 | 1.42× | — | ||
| Q4 24 | 1.13× | — | ||
| Q3 24 | 4.04× | 3.96× | ||
| Q2 24 | 2.24× | 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
AGX
| Power Industry Services | $195.5M | 78% |
| Industrial Construction Services | $49.4M | 20% |
| Telecommunications Infrastructure Services | $6.3M | 3% |
ROG
暂无分部数据
