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Applied Digital Corp.（APLD）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Applied Digital Corp.的1.6倍（$200.5M vs $126.6M），ROGERS CORP净利率更高（2.2% vs -11.4%，领先13.7%），Applied Digital Corp.同比增速更快（98.2% vs 5.2%），ROGERS CORP自由现金流更多（$1.1M vs $-567.9M），过去两年Applied Digital Corp.的营收复合增速更高（70.9% vs -3.3%）
BAE系统旗下的国际防务与安全技术企业，专注于提供数字化解决方案，支持客户快速开展数据驱动决策，服务覆盖执法机构、国家安全部门、政府单位、关键基础设施运营商、电信企业、军方及航天领域。
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。
APLD vs ROG — 直观对比
营收规模更大
ROG
是对方的1.6倍
$126.6M
营收增速更快
APLD
高出93.0%
5.2%
净利率更高
ROG
高出13.7%
-11.4%
自由现金流更多
ROG
多$569.0M
$-567.9M
两年增速更快
APLD
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $126.6M | $200.5M |
| 净利润 | $-14.4M | $4.5M |
| 毛利率 | 20.6% | 32.2% |
| 营业利润率 | -24.5% | — |
| 净利率 | -11.4% | 2.2% |
| 营收同比 | 98.2% | 5.2% |
| 净利润同比 | 89.6% | 421.4% |
| 每股收益（稀释后） | $-0.07 | $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APLDROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $126.6M | $201.5M | ||
| Q3 25 | $64.2M | $216.0M | ||
| Q2 25 | $-33.3M | $202.8M | ||
| Q1 25 | $52.9M | $190.5M | ||
| Q4 24 | $63.9M | $192.2M | ||
| Q3 24 | $60.7M | $210.3M | ||
| Q2 24 | $43.7M | $214.2M |
净利润APLDROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-14.4M | $4.6M | ||
| Q3 25 | $-16.9M | $8.6M | ||
| Q2 25 | $-52.5M | $-73.6M | ||
| Q1 25 | $-35.6M | $-1.4M | ||
| Q4 24 | $-138.7M | $-500.0K | ||
| Q3 24 | $-4.2M | $10.7M | ||
| Q2 24 | $-64.5M | $8.1M |
毛利率APLDROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 20.6% | 31.5% | ||
| Q3 25 | 13.4% | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | 7.1% | 29.9% | ||
| Q4 24 | 18.0% | 32.1% | ||
| Q3 24 | -0.6% | 35.2% | ||
| Q2 24 | -9.1% | 34.1% |
营业利润率APLDROG
| Q1 26 | — | — | ||
| Q4 25 | -24.5% | 3.5% | ||
| Q3 25 | -34.7% | 7.3% | ||
| Q2 25 | — | -33.3% | ||
| Q1 25 | -35.8% | -0.2% | ||
| Q4 24 | -29.1% | -6.6% | ||
| Q3 24 | 15.6% | 6.9% | ||
| Q2 24 | -68.4% | 5.3% |
净利率APLDROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -11.4% | 2.3% | ||
| Q3 25 | -26.4% | 4.0% | ||
| Q2 25 | 157.8% | -36.3% | ||
| Q1 25 | -67.2% | -0.7% | ||
| Q4 24 | -217.2% | -0.3% | ||
| Q3 24 | -7.0% | 5.1% | ||
| Q2 24 | -147.5% | 3.8% |
每股收益（稀释后）APLDROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.07 | $0.20 | ||
| Q3 25 | $-0.07 | $0.48 | ||
| Q2 25 | $-0.31 | $-4.00 | ||
| Q1 25 | $-0.16 | $-0.08 | ||
| Q4 24 | $-0.66 | $-0.04 | ||
| Q3 24 | $-0.03 | $0.58 | ||
| Q2 24 | $-0.57 | $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 | $1.9B | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.4B | $1.2B |
| 总资产 | $5.2B | $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APLDROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $1.9B | $197.0M | ||
| Q3 25 | $73.9M | $167.8M | ||
| Q2 25 | $41.6M | $157.2M | ||
| Q1 25 | $68.7M | $175.6M | ||
| Q4 24 | $286.2M | $159.8M | ||
| Q3 24 | $58.2M | $146.4M | ||
| Q2 24 | $3.3M | $119.9M |
股东权益APLDROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.4B | $1.2B | ||
| Q3 25 | $1.0B | $1.2B | ||
| Q2 25 | $497.7M | $1.2B | ||
| Q1 25 | $454.6M | $1.3B | ||
| Q4 24 | $434.6M | $1.3B | ||
| Q3 24 | $241.8M | $1.3B | ||
| Q2 24 | $124.8M | $1.3B |
总资产APLDROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $5.2B | $1.4B | ||
| Q3 25 | $2.4B | $1.4B | ||
| Q2 25 | $1.9B | $1.5B | ||
| Q1 25 | $1.7B | $1.5B | ||
| Q4 24 | $1.5B | $1.5B | ||
| Q3 24 | $937.7M | $1.5B | ||
| Q2 24 | $762.9M | $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 | $-15.8M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-567.9M | $1.1M |
| 自由现金流率自由现金流/营收 | -448.6% | 0.5% |
| 资本支出强度资本支出/营收 | 436.1% | 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 | $-1.3B | $70.1M |
8季度趋势，按日历期对齐
经营现金流APLDROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-15.8M | $46.9M | ||
| Q3 25 | $-82.0M | $28.9M | ||
| Q2 25 | $6.9M | $13.7M | ||
| Q1 25 | $5.9M | $11.7M | ||
| Q4 24 | $-52.3M | $33.7M | ||
| Q3 24 | $-75.9M | $42.4M | ||
| Q2 24 | $-34.1M | $22.9M |
自由现金流APLDROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-567.9M | $42.2M | ||
| Q3 25 | $-331.4M | $21.2M | ||
| Q2 25 | $-191.4M | $5.6M | ||
| Q1 25 | $-251.6M | $2.1M | ||
| Q4 24 | $-223.3M | $18.3M | ||
| Q3 24 | $-130.7M | $25.2M | ||
| Q2 24 | $-88.9M | $8.8M |
自由现金流率APLDROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | -448.6% | 20.9% | ||
| Q3 25 | -516.1% | 9.8% | ||
| Q2 25 | 574.8% | 2.8% | ||
| Q1 25 | -475.4% | 1.1% | ||
| Q4 24 | -349.6% | 9.5% | ||
| Q3 24 | -215.3% | 12.0% | ||
| Q2 24 | -203.5% | 4.1% |
资本支出强度APLDROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 436.1% | 2.3% | ||
| Q3 25 | 388.4% | 3.6% | ||
| Q2 25 | -595.4% | 4.0% | ||
| Q1 25 | 486.6% | 5.0% | ||
| Q4 24 | 267.8% | 8.0% | ||
| Q3 24 | 90.3% | 8.2% | ||
| Q2 24 | 125.4% | 6.6% |
现金转化率APLDROG
| 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
业务分部营收拆解
APLD
| HPC Hosting Business | $85.0M | 67% |
| Data Center Hosting Business | $41.6M | 33% |
ROG
暂无分部数据
