vs
Andersons, Inc.（ANDE）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
Andersons, Inc.的季度营收约是ROGERS CORP的1.6倍（$329.5M vs $200.5M），Andersons, Inc.净利率更高（20.5% vs 2.2%，领先18.2%），ROGERS CORP同比增速更快（5.2% vs -2.4%），ROGERS CORP自由现金流更多（$1.1M vs $-77.1M），过去两年Andersons, Inc.的营收复合增速更高（-1.8% vs -3.3%）
安德森公司（The Andersons, Inc.）是1947年成立的美国农业企业，总部位于俄亥俄州莫米。公司起源于1940年代服务粮食行业的安德森货运站，是深耕农业领域的多元化企业，业务覆盖大宗商品贸易、可再生能源以及植物营养板块。
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。
ANDE vs ROG — 直观对比
营收规模更大
ANDE
是对方的1.6倍
$200.5M
营收增速更快
ROG
高出7.6%
-2.4%
净利率更高
ANDE
高出18.2%
2.2%
自由现金流更多
ROG
多$78.2M
$-77.1M
两年增速更快
ANDE
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $329.5M | $200.5M |
| 净利润 | $67.4M | $4.5M |
| 毛利率 | 70.3% | 32.2% |
| 营业利润率 | 26.6% | — |
| 净利率 | 20.5% | 2.2% |
| 营收同比 | -2.4% | 5.2% |
| 净利润同比 | 49.6% | 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ANDEROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $329.5M | $201.5M | ||
| Q3 25 | $295.8M | $216.0M | ||
| Q2 25 | $535.0M | $202.8M | ||
| Q1 25 | $370.8M | $190.5M | ||
| Q4 24 | $337.5M | $192.2M | ||
| Q3 24 | $231.9M | $210.3M | ||
| Q2 24 | $492.5M | $214.2M |
净利润ANDEROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $67.4M | $4.6M | ||
| Q3 25 | $20.1M | $8.6M | ||
| Q2 25 | $7.9M | $-73.6M | ||
| Q1 25 | $284.0K | $-1.4M | ||
| Q4 24 | $45.1M | $-500.0K | ||
| Q3 24 | $27.4M | $10.7M | ||
| Q2 24 | $36.0M | $8.1M |
毛利率ANDEROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 70.3% | 31.5% | ||
| Q3 25 | 57.8% | 33.5% | ||
| Q2 25 | 29.6% | 31.6% | ||
| Q1 25 | 41.2% | 29.9% | ||
| Q4 24 | 63.1% | 32.1% | ||
| Q3 24 | 76.4% | 35.2% | ||
| Q2 24 | 35.6% | 34.1% |
营业利润率ANDEROG
| Q1 26 | — | — | ||
| Q4 25 | 26.6% | 3.5% | ||
| Q3 25 | 8.7% | 7.3% | ||
| Q2 25 | 4.6% | -33.3% | ||
| Q1 25 | 0.9% | -0.2% | ||
| Q4 24 | 19.9% | -6.6% | ||
| Q3 24 | 26.8% | 6.9% | ||
| Q2 24 | 11.6% | 5.3% |
净利率ANDEROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 20.5% | 2.3% | ||
| Q3 25 | 6.8% | 4.0% | ||
| Q2 25 | 1.5% | -36.3% | ||
| Q1 25 | 0.1% | -0.7% | ||
| Q4 24 | 13.4% | -0.3% | ||
| Q3 24 | 11.8% | 5.1% | ||
| Q2 24 | 7.3% | 3.8% |
每股收益（稀释后）ANDEROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | — | $0.20 | ||
| Q3 25 | $0.59 | $0.48 | ||
| Q2 25 | $0.23 | $-4.00 | ||
| Q1 25 | $0.01 | $-0.08 | ||
| Q4 24 | $1.31 | $-0.04 | ||
| Q3 24 | $0.80 | $0.58 | ||
| Q2 24 | $1.05 | $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 | $98.3M | $195.8M |
| 总债务越低越好 | $560.0M | — |
| 股东权益账面价值 | $1.2B | $1.2B |
| 总资产 | $3.7B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.45× | — |
8季度趋势，按日历期对齐
现金及短期投资ANDEROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $98.3M | $197.0M | ||
| Q3 25 | — | $167.8M | ||
| Q2 25 | — | $157.2M | ||
| Q1 25 | — | $175.6M | ||
| Q4 24 | $561.8M | $159.8M | ||
| Q3 24 | — | $146.4M | ||
| Q2 24 | — | $119.9M |
总债务ANDEROG
| Q1 26 | — | — | ||
| Q4 25 | $560.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $608.2M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ANDEROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.2B | $1.2B | ||
| Q3 25 | $1.2B | $1.2B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $1.3B | $1.3B |
总资产ANDEROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $3.7B | $1.4B | ||
| Q3 25 | $3.3B | $1.4B | ||
| Q2 25 | $3.4B | $1.5B | ||
| Q1 25 | $3.8B | $1.5B | ||
| Q4 24 | $4.1B | $1.5B | ||
| Q3 24 | $3.4B | $1.5B | ||
| Q2 24 | $3.3B | $1.5B |
负债/权益比ANDEROG
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.45× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $-6.2M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-77.1M | $1.1M |
| 自由现金流率自由现金流/营收 | -23.4% | 0.5% |
| 资本支出强度资本支出/营收 | 21.5% | 2.3% |
| 现金转化率经营现金流/净利润 | -0.09× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $-56.1M | $70.1M |
8季度趋势，按日历期对齐
经营现金流ANDEROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-6.2M | $46.9M | ||
| Q3 25 | $233.9M | $28.9M | ||
| Q2 25 | $299.3M | $13.7M | ||
| Q1 25 | $-350.0M | $11.7M | ||
| Q4 24 | $268.8M | $33.7M | ||
| Q3 24 | $-2.1M | $42.4M | ||
| Q2 24 | $304.4M | $22.9M |
自由现金流ANDEROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-77.1M | $42.2M | ||
| Q3 25 | $167.0M | $21.2M | ||
| Q2 25 | $250.5M | $5.6M | ||
| Q1 25 | $-396.6M | $2.1M | ||
| Q4 24 | $212.9M | $18.3M | ||
| Q3 24 | $-40.0M | $25.2M | ||
| Q2 24 | $275.8M | $8.8M |
自由现金流率ANDEROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | -23.4% | 20.9% | ||
| Q3 25 | 56.5% | 9.8% | ||
| Q2 25 | 46.8% | 2.8% | ||
| Q1 25 | -106.9% | 1.1% | ||
| Q4 24 | 63.1% | 9.5% | ||
| Q3 24 | -17.2% | 12.0% | ||
| Q2 24 | 56.0% | 4.1% |
资本支出强度ANDEROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 21.5% | 2.3% | ||
| Q3 25 | 22.6% | 3.6% | ||
| Q2 25 | 9.1% | 4.0% | ||
| Q1 25 | 12.6% | 5.0% | ||
| Q4 24 | 16.6% | 8.0% | ||
| Q3 24 | 16.3% | 8.2% | ||
| Q2 24 | 5.8% | 6.6% |
现金转化率ANDEROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | -0.09× | 10.20× | ||
| Q3 25 | 11.61× | 3.36× | ||
| Q2 25 | 38.10× | — | ||
| Q1 25 | -1232.46× | — | ||
| Q4 24 | 5.96× | — | ||
| Q3 24 | -0.08× | 3.96× | ||
| Q2 24 | 8.46× | 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
ANDE
| Specialty And Primary Nutrients | $137.1M | 42% |
| Premium Ingredients | $66.1M | 20% |
| Segment Reporting Reconciling Item Other | $63.2M | 19% |
| Other | $63.1M | 19% |
ROG
暂无分部数据
