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Alarm.com Holdings, Inc.（ALRM）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
Alarm.com Holdings, Inc.的季度营收约是ROGERS CORP的1.3倍（$261.7M vs $200.5M），Alarm.com Holdings, Inc.净利率更高（13.2% vs 2.2%，领先11.0%），Alarm.com Holdings, Inc.同比增速更快（8.0% vs 5.2%），Alarm.com Holdings, Inc.自由现金流更多（$35.1M vs $1.1M），过去两年Alarm.com Holdings, Inc.的营收复合增速更高（8.3% vs -3.3%）
Alarm.com Holdings, Inc.是一家美国科技企业，成立于2000年，由微策略公司分拆而来，总部位于弗吉尼亚州泰森斯。公司主营云服务，为用户提供远程控制、智能家居及报警监测相关解决方案，是家庭智能安防领域的重要服务商。
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。
ALRM vs ROG — 直观对比
营收规模更大
ALRM
是对方的1.3倍
$200.5M
营收增速更快
ALRM
高出2.8%
5.2%
净利率更高
ALRM
高出11.0%
2.2%
自由现金流更多
ALRM
多$34.0M
$1.1M
两年增速更快
ALRM
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $261.7M | $200.5M |
| 净利润 | $34.6M | $4.5M |
| 毛利率 | 66.0% | 32.2% |
| 营业利润率 | 13.4% | — |
| 净利率 | 13.2% | 2.2% |
| 营收同比 | 8.0% | 5.2% |
| 净利润同比 | 14.8% | 421.4% |
| 每股收益（稀释后） | $0.66 | $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ALRMROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $261.7M | $201.5M | ||
| Q3 25 | $256.4M | $216.0M | ||
| Q2 25 | $254.3M | $202.8M | ||
| Q1 25 | $238.8M | $190.5M | ||
| Q4 24 | $242.2M | $192.2M | ||
| Q3 24 | $240.5M | $210.3M | ||
| Q2 24 | $233.8M | $214.2M |
净利润ALRMROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $34.6M | $4.6M | ||
| Q3 25 | $35.1M | $8.6M | ||
| Q2 25 | $34.2M | $-73.6M | ||
| Q1 25 | $27.7M | $-1.4M | ||
| Q4 24 | $30.1M | $-500.0K | ||
| Q3 24 | $36.7M | $10.7M | ||
| Q2 24 | $33.5M | $8.1M |
毛利率ALRMROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 66.0% | 31.5% | ||
| Q3 25 | 65.8% | 33.5% | ||
| Q2 25 | 65.6% | 31.6% | ||
| Q1 25 | 67.2% | 29.9% | ||
| Q4 24 | 65.5% | 32.1% | ||
| Q3 24 | 64.8% | 35.2% | ||
| Q2 24 | 65.2% | 34.1% |
营业利润率ALRMROG
| Q1 26 | — | — | ||
| Q4 25 | 13.4% | 3.5% | ||
| Q3 25 | 14.4% | 7.3% | ||
| Q2 25 | 12.6% | -33.3% | ||
| Q1 25 | 12.4% | -0.2% | ||
| Q4 24 | 12.7% | -6.6% | ||
| Q3 24 | 13.8% | 6.9% | ||
| Q2 24 | 11.0% | 5.3% |
净利率ALRMROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 13.2% | 2.3% | ||
| Q3 25 | 13.7% | 4.0% | ||
| Q2 25 | 13.5% | -36.3% | ||
| Q1 25 | 11.6% | -0.7% | ||
| Q4 24 | 12.4% | -0.3% | ||
| Q3 24 | 15.3% | 5.1% | ||
| Q2 24 | 14.3% | 3.8% |
每股收益（稀释后）ALRMROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.66 | $0.20 | ||
| Q3 25 | $0.65 | $0.48 | ||
| Q2 25 | $0.63 | $-4.00 | ||
| Q1 25 | $0.52 | $-0.08 | ||
| Q4 24 | $0.56 | $-0.04 | ||
| Q3 24 | $0.67 | $0.58 | ||
| Q2 24 | $0.62 | $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 | $960.6M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $848.2M | $1.2B |
| 总资产 | $2.1B | $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ALRMROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $960.6M | $197.0M | ||
| Q3 25 | $1.1B | $167.8M | ||
| Q2 25 | $1.0B | $157.2M | ||
| Q1 25 | $1.2B | $175.6M | ||
| Q4 24 | $1.2B | $159.8M | ||
| Q3 24 | $1.2B | $146.4M | ||
| Q2 24 | $1.1B | $119.9M |
股东权益ALRMROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $848.2M | $1.2B | ||
| Q3 25 | $827.2M | $1.2B | ||
| Q2 25 | $797.3M | $1.2B | ||
| Q1 25 | $759.6M | $1.3B | ||
| Q4 24 | $726.5M | $1.3B | ||
| Q3 24 | $690.3M | $1.3B | ||
| Q2 24 | $645.5M | $1.3B |
总资产ALRMROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.1B | $1.4B | ||
| Q3 25 | $2.1B | $1.4B | ||
| Q2 25 | $2.1B | $1.5B | ||
| Q1 25 | $2.1B | $1.5B | ||
| Q4 24 | $2.0B | $1.5B | ||
| Q3 24 | $2.0B | $1.5B | ||
| Q2 24 | $1.9B | $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 | $35.9M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $35.1M | $1.1M |
| 自由现金流率自由现金流/营收 | 13.4% | 0.5% |
| 资本支出强度资本支出/营收 | 0.3% | 2.3% |
| 现金转化率经营现金流/净利润 | 1.04× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $137.0M | $70.1M |
8季度趋势，按日历期对齐
经营现金流ALRMROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $35.9M | $46.9M | ||
| Q3 25 | $70.6M | $28.9M | ||
| Q2 25 | $22.7M | $13.7M | ||
| Q1 25 | $24.1M | $11.7M | ||
| Q4 24 | $56.3M | $33.7M | ||
| Q3 24 | $77.3M | $42.4M | ||
| Q2 24 | $23.0M | $22.9M |
自由现金流ALRMROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $35.1M | $42.2M | ||
| Q3 25 | $65.9M | $21.2M | ||
| Q2 25 | $18.2M | $5.6M | ||
| Q1 25 | $17.9M | $2.1M | ||
| Q4 24 | $54.0M | $18.3M | ||
| Q3 24 | $74.5M | $25.2M | ||
| Q2 24 | $21.0M | $8.8M |
自由现金流率ALRMROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 13.4% | 20.9% | ||
| Q3 25 | 25.7% | 9.8% | ||
| Q2 25 | 7.1% | 2.8% | ||
| Q1 25 | 7.5% | 1.1% | ||
| Q4 24 | 22.3% | 9.5% | ||
| Q3 24 | 31.0% | 12.0% | ||
| Q2 24 | 9.0% | 4.1% |
资本支出强度ALRMROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.3% | 2.3% | ||
| Q3 25 | 1.9% | 3.6% | ||
| Q2 25 | 1.8% | 4.0% | ||
| Q1 25 | 2.6% | 5.0% | ||
| Q4 24 | 0.9% | 8.0% | ||
| Q3 24 | 1.2% | 8.2% | ||
| Q2 24 | 0.9% | 6.6% |
现金转化率ALRMROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 1.04× | 10.20× | ||
| Q3 25 | 2.01× | 3.36× | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | 3.96× | ||
| Q2 24 | 0.69× | 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
ALRM
| License And Service | $180.2M | 69% |
| Hardwareand Other Revenue | $81.4M | 31% |
ROG
暂无分部数据
