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ALLEGRO MICROSYSTEMS, INC.（ALGM）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
ALLEGRO MICROSYSTEMS, INC.的季度营收约是ROGERS CORP的1.1倍（$229.2M vs $200.5M），ALLEGRO MICROSYSTEMS, INC.净利率更高（3.6% vs 2.2%，领先1.4%），ALLEGRO MICROSYSTEMS, INC.同比增速更快（28.9% vs 5.2%），ALLEGRO MICROSYSTEMS, INC.自由现金流更多（$41.3M vs $1.1M），过去两年ALLEGRO MICROSYSTEMS, INC.的营收复合增速更高（-2.4% vs -3.3%）
Allegro微系统是一家全球性半导体设计制造企业，专注于研发生产高性能功率与传感类集成电路，核心产品覆盖磁传感器、功率IC、运动控制解决方案，广泛服务于汽车、工业、消费电子、通信等下游领域。
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。
ALGM vs ROG — 直观对比
营收规模更大
ALGM
是对方的1.1倍
$200.5M
营收增速更快
ALGM
高出23.6%
5.2%
净利率更高
ALGM
高出1.4%
2.2%
自由现金流更多
ALGM
多$40.2M
$1.1M
两年增速更快
ALGM
近两年复合增速
-3.3%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $229.2M | $200.5M |
| 净利润 | $8.3M | $4.5M |
| 毛利率 | 46.7% | 32.2% |
| 营业利润率 | 4.2% | — |
| 净利率 | 3.6% | 2.2% |
| 营收同比 | 28.9% | 5.2% |
| 净利润同比 | 221.0% | 421.4% |
| 每股收益（稀释后） | $0.04 | $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ALGMROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $229.2M | $201.5M | ||
| Q3 25 | $214.3M | $216.0M | ||
| Q2 25 | $203.4M | $202.8M | ||
| Q1 25 | $192.8M | $190.5M | ||
| Q4 24 | $177.9M | $192.2M | ||
| Q3 24 | $187.4M | $210.3M | ||
| Q2 24 | $166.9M | $214.2M |
净利润ALGMROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $8.3M | $4.6M | ||
| Q3 25 | $6.5M | $8.6M | ||
| Q2 25 | $-13.2M | $-73.6M | ||
| Q1 25 | $-14.8M | $-1.4M | ||
| Q4 24 | $-6.9M | $-500.0K | ||
| Q3 24 | $-33.7M | $10.7M | ||
| Q2 24 | $-17.7M | $8.1M |
毛利率ALGMROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 46.7% | 31.5% | ||
| Q3 25 | 46.3% | 33.5% | ||
| Q2 25 | 44.9% | 31.6% | ||
| Q1 25 | 41.4% | 29.9% | ||
| Q4 24 | 45.7% | 32.1% | ||
| Q3 24 | 45.7% | 35.2% | ||
| Q2 24 | 44.8% | 34.1% |
营业利润率ALGMROG
| Q1 26 | — | — | ||
| Q4 25 | 4.2% | 3.5% | ||
| Q3 25 | 2.9% | 7.3% | ||
| Q2 25 | -1.3% | -33.3% | ||
| Q1 25 | -6.8% | -0.2% | ||
| Q4 24 | -0.0% | -6.6% | ||
| Q3 24 | 2.2% | 6.9% | ||
| Q2 24 | -6.4% | 5.3% |
净利率ALGMROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 3.6% | 2.3% | ||
| Q3 25 | 3.0% | 4.0% | ||
| Q2 25 | -6.5% | -36.3% | ||
| Q1 25 | -7.7% | -0.7% | ||
| Q4 24 | -3.9% | -0.3% | ||
| Q3 24 | -18.0% | 5.1% | ||
| Q2 24 | -10.6% | 3.8% |
每股收益（稀释后）ALGMROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.04 | $0.20 | ||
| Q3 25 | $0.03 | $0.48 | ||
| Q2 25 | $-0.07 | $-4.00 | ||
| Q1 25 | $-0.08 | $-0.08 | ||
| Q4 24 | $-0.04 | $-0.04 | ||
| Q3 24 | $-0.18 | $0.58 | ||
| Q2 24 | $-0.09 | $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 | $155.2M | $195.8M |
| 总债务越低越好 | $280.7M | — |
| 股东权益账面价值 | $962.7M | $1.2B |
| 总资产 | $1.4B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.29× | — |
8季度趋势，按日历期对齐
现金及短期投资ALGMROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $155.2M | $197.0M | ||
| Q3 25 | $117.5M | $167.8M | ||
| Q2 25 | $129.1M | $157.2M | ||
| Q1 25 | $121.3M | $175.6M | ||
| Q4 24 | $138.5M | $159.8M | ||
| Q3 24 | $188.8M | $146.4M | ||
| Q2 24 | $173.1M | $119.9M |
总债务ALGMROG
| Q1 26 | — | — | ||
| Q4 25 | $280.7M | — | ||
| Q3 25 | $280.4M | — | ||
| Q2 25 | $304.8M | — | ||
| Q1 25 | $338.9M | — | ||
| Q4 24 | $368.7M | — | ||
| Q3 24 | $393.0M | — | ||
| Q2 24 | $195.8M | — |
股东权益ALGMROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $962.7M | $1.2B | ||
| Q3 25 | $944.2M | $1.2B | ||
| Q2 25 | $922.7M | $1.2B | ||
| Q1 25 | $929.6M | $1.3B | ||
| Q4 24 | $933.0M | $1.3B | ||
| Q3 24 | $937.3M | $1.3B | ||
| Q2 24 | $1.1B | $1.3B |
总资产ALGMROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | $1.5B | $1.5B | ||
| Q2 24 | $1.4B | $1.5B |
负债/权益比ALGMROG
| Q1 26 | — | — | ||
| Q4 25 | 0.29× | — | ||
| Q3 25 | 0.30× | — | ||
| Q2 25 | 0.33× | — | ||
| Q1 25 | 0.36× | — | ||
| Q4 24 | 0.40× | — | ||
| Q3 24 | 0.42× | — | ||
| Q2 24 | 0.18× | — |
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 | $45.4M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $41.3M | $1.1M |
| 自由现金流率自由现金流/营收 | 18.0% | 0.5% |
| 资本支出强度资本支出/营收 | 1.8% | 2.3% |
| 现金转化率经营现金流/净利润 | 5.47× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $121.2M | $70.1M |
8季度趋势，按日历期对齐
经营现金流ALGMROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $45.4M | $46.9M | ||
| Q3 25 | $20.4M | $28.9M | ||
| Q2 25 | $61.6M | $13.7M | ||
| Q1 25 | $20.4M | $11.7M | ||
| Q4 24 | $-8.2M | $33.7M | ||
| Q3 24 | $15.5M | $42.4M | ||
| Q2 24 | $34.2M | $22.9M |
自由现金流ALGMROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $41.3M | $42.2M | ||
| Q3 25 | $13.9M | $21.2M | ||
| Q2 25 | $51.0M | $5.6M | ||
| Q1 25 | $15.0M | $2.1M | ||
| Q4 24 | $-21.8M | $18.3M | ||
| Q3 24 | $5.6M | $25.2M | ||
| Q2 24 | $23.2M | $8.8M |
自由现金流率ALGMROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 18.0% | 20.9% | ||
| Q3 25 | 6.5% | 9.8% | ||
| Q2 25 | 25.1% | 2.8% | ||
| Q1 25 | 7.8% | 1.1% | ||
| Q4 24 | -12.3% | 9.5% | ||
| Q3 24 | 3.0% | 12.0% | ||
| Q2 24 | 13.9% | 4.1% |
资本支出强度ALGMROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.8% | 2.3% | ||
| Q3 25 | 3.0% | 3.6% | ||
| Q2 25 | 5.2% | 4.0% | ||
| Q1 25 | 2.8% | 5.0% | ||
| Q4 24 | 7.7% | 8.0% | ||
| Q3 24 | 5.3% | 8.2% | ||
| Q2 24 | 6.6% | 6.6% |
现金转化率ALGMROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 5.47× | 10.20× | ||
| Q3 25 | 3.12× | 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
ALGM
| Automotive End Market | $164.5M | 72% |
| Industrial And Other End Market | $64.7M | 28% |
ROG
暂无分部数据
