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ALKAMI TECHNOLOGY, INC.（ALKT）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ALKAMI TECHNOLOGY, INC.的1.6倍（$200.5M vs $126.1M），ROGERS CORP净利率更高（2.2% vs -7.9%，领先10.1%），ALKAMI TECHNOLOGY, INC.同比增速更快（28.9% vs 5.2%），ROGERS CORP自由现金流更多（$1.1M vs $-7.4M），过去两年ALKAMI TECHNOLOGY, INC.的营收复合增速更高（23.9% vs -3.3%）
Alkami科技是一家面向美国市场的云原生数字银行解决方案提供商，主要为社区银行、信用合作社等金融机构提供在线及移动银行系统、支付处理工具、数据分析模块与客户互动功能，助力合作机构优化终端用户的数字银行使用体验。
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。
ALKT vs ROG — 直观对比
营收规模更大
ROG
是对方的1.6倍
$126.1M
营收增速更快
ALKT
高出23.7%
5.2%
净利率更高
ROG
高出10.1%
-7.9%
自由现金流更多
ROG
多$8.5M
$-7.4M
两年增速更快
ALKT
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $126.1M | $200.5M |
| 净利润 | $-10.0M | $4.5M |
| 毛利率 | 58.6% | 32.2% |
| 营业利润率 | 36.9% | — |
| 净利率 | -7.9% | 2.2% |
| 营收同比 | 28.9% | 5.2% |
| 净利润同比 | -27.5% | 421.4% |
| 每股收益（稀释后） | — | $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ALKTROG
| Q1 26 | $126.1M | $200.5M | ||
| Q4 25 | $120.8M | $201.5M | ||
| Q3 25 | $113.0M | $216.0M | ||
| Q2 25 | $112.1M | $202.8M | ||
| Q1 25 | $97.8M | $190.5M | ||
| Q4 24 | $89.7M | $192.2M | ||
| Q3 24 | $85.9M | $210.3M | ||
| Q2 24 | $82.2M | $214.2M |
净利润ALKTROG
| Q1 26 | $-10.0M | $4.5M | ||
| Q4 25 | — | $4.6M | ||
| Q3 25 | $-14.8M | $8.6M | ||
| Q2 25 | $-13.6M | $-73.6M | ||
| Q1 25 | — | $-1.4M | ||
| Q4 24 | — | $-500.0K | ||
| Q3 24 | $-9.4M | $10.7M | ||
| Q2 24 | $-12.3M | $8.1M |
毛利率ALKTROG
| Q1 26 | 58.6% | 32.2% | ||
| Q4 25 | 57.2% | 31.5% | ||
| Q3 25 | 56.8% | 33.5% | ||
| Q2 25 | 58.6% | 31.6% | ||
| Q1 25 | 59.0% | 29.9% | ||
| Q4 24 | 59.3% | 32.1% | ||
| Q3 24 | 58.9% | 35.2% | ||
| Q2 24 | 59.4% | 34.1% |
营业利润率ALKTROG
| Q1 26 | 36.9% | — | ||
| Q4 25 | -7.9% | 3.5% | ||
| Q3 25 | -11.4% | 7.3% | ||
| Q2 25 | -14.2% | -33.3% | ||
| Q1 25 | -15.7% | -0.2% | ||
| Q4 24 | -9.6% | -6.6% | ||
| Q3 24 | -12.1% | 6.9% | ||
| Q2 24 | -16.1% | 5.3% |
净利率ALKTROG
| Q1 26 | -7.9% | 2.2% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | -13.1% | 4.0% | ||
| Q2 25 | -12.1% | -36.3% | ||
| Q1 25 | — | -0.7% | ||
| Q4 24 | — | -0.3% | ||
| Q3 24 | -11.0% | 5.1% | ||
| Q2 24 | -15.0% | 3.8% |
每股收益（稀释后）ALKTROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.11 | $0.20 | ||
| Q3 25 | $-0.14 | $0.48 | ||
| Q2 25 | $-0.13 | $-4.00 | ||
| Q1 25 | $-0.08 | $-0.08 | ||
| Q4 24 | $-0.07 | $-0.04 | ||
| Q3 24 | $-0.09 | $0.58 | ||
| Q2 24 | $-0.13 | $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 | $40.4M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $370.7M | $1.2B |
| 总资产 | $829.3M | $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ALKTROG
| Q1 26 | $40.4M | $195.8M | ||
| Q4 25 | $63.5M | $197.0M | ||
| Q3 25 | $57.3M | $167.8M | ||
| Q2 25 | $52.4M | $157.2M | ||
| Q1 25 | $61.7M | $175.6M | ||
| Q4 24 | $94.4M | $159.8M | ||
| Q3 24 | $81.0M | $146.4M | ||
| Q2 24 | $61.4M | $119.9M |
股东权益ALKTROG
| Q1 26 | $370.7M | $1.2B | ||
| Q4 25 | $362.0M | $1.2B | ||
| Q3 25 | $350.1M | $1.2B | ||
| Q2 25 | $344.0M | $1.2B | ||
| Q1 25 | $334.0M | $1.3B | ||
| Q4 24 | $357.0M | $1.3B | ||
| Q3 24 | $338.5M | $1.3B | ||
| Q2 24 | $327.2M | $1.3B |
总资产ALKTROG
| Q1 26 | $829.3M | $1.4B | ||
| Q4 25 | $847.2M | $1.4B | ||
| Q3 25 | $835.2M | $1.4B | ||
| Q2 25 | $840.4M | $1.5B | ||
| Q1 25 | $837.2M | $1.5B | ||
| Q4 24 | $437.3M | $1.5B | ||
| Q3 24 | $422.2M | $1.5B | ||
| Q2 24 | $403.9M | $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 | $-4.8M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-7.4M | $1.1M |
| 自由现金流率自由现金流/营收 | -5.8% | 0.5% |
| 资本支出强度资本支出/营收 | — | 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 | $40.1M | $70.1M |
8季度趋势，按日历期对齐
经营现金流ALKTROG
| Q1 26 | $-4.8M | $5.8M | ||
| Q4 25 | $16.6M | $46.9M | ||
| Q3 25 | $30.8M | $28.9M | ||
| Q2 25 | $1.2M | $13.7M | ||
| Q1 25 | $-5.7M | $11.7M | ||
| Q4 24 | $6.1M | $33.7M | ||
| Q3 24 | $11.0M | $42.4M | ||
| Q2 24 | $548.0K | $22.9M |
自由现金流ALKTROG
| Q1 26 | $-7.4M | $1.1M | ||
| Q4 25 | $16.2M | $42.2M | ||
| Q3 25 | $30.5M | $21.2M | ||
| Q2 25 | $760.0K | $5.6M | ||
| Q1 25 | $-6.1M | $2.1M | ||
| Q4 24 | $6.0M | $18.3M | ||
| Q3 24 | $10.7M | $25.2M | ||
| Q2 24 | $123.0K | $8.8M |
自由现金流率ALKTROG
| Q1 26 | -5.8% | 0.5% | ||
| Q4 25 | 13.4% | 20.9% | ||
| Q3 25 | 27.0% | 9.8% | ||
| Q2 25 | 0.7% | 2.8% | ||
| Q1 25 | -6.3% | 1.1% | ||
| Q4 24 | 6.6% | 9.5% | ||
| Q3 24 | 12.4% | 12.0% | ||
| Q2 24 | 0.1% | 4.1% |
资本支出强度ALKTROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.3% | 2.3% | ||
| Q3 25 | 0.2% | 3.6% | ||
| Q2 25 | 0.4% | 4.0% | ||
| Q1 25 | 0.5% | 5.0% | ||
| Q4 24 | 0.2% | 8.0% | ||
| Q3 24 | 0.4% | 8.2% | ||
| Q2 24 | 0.5% | 6.6% |
现金转化率ALKTROG
| 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
