vs
Apellis Pharmaceuticals, Inc.（APLS）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Apellis Pharmaceuticals, Inc.的1.0倍（$200.5M vs $199.9M），ROGERS CORP净利率更高（2.2% vs -29.5%，领先31.7%），ROGERS CORP同比增速更快（5.2% vs -5.9%），ROGERS CORP自由现金流更多（$1.1M vs $-14.3M），过去两年Apellis Pharmaceuticals, Inc.的营收复合增速更高（7.7% vs -3.3%）
Apellis Pharmaceuticals是一家临床阶段生物制药企业，专注于开发调节补体系统的靶向疗法，适应症覆盖年龄相关性黄斑变性继发地图样萎缩等眼科疾病、罕见血液病及自身免疫性疾病，核心市场为美国及欧盟地区。
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。
APLS vs ROG — 直观对比
营收规模更大
ROG
是对方的1.0倍
$199.9M
营收增速更快
ROG
高出11.2%
-5.9%
净利率更高
ROG
高出31.7%
-29.5%
自由现金流更多
ROG
多$15.4M
$-14.3M
两年增速更快
APLS
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $199.9M | $200.5M |
| 净利润 | $-59.0M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | -25.6% | — |
| 净利率 | -29.5% | 2.2% |
| 营收同比 | -5.9% | 5.2% |
| 净利润同比 | -62.2% | 421.4% |
| 每股收益（稀释后） | $-0.40 | $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APLSROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $199.9M | $201.5M | ||
| Q3 25 | $458.6M | $216.0M | ||
| Q2 25 | $178.5M | $202.8M | ||
| Q1 25 | $166.8M | $190.5M | ||
| Q4 24 | $212.5M | $192.2M | ||
| Q3 24 | $196.8M | $210.3M | ||
| Q2 24 | $199.7M | $214.2M |
净利润APLSROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-59.0M | $4.6M | ||
| Q3 25 | $215.7M | $8.6M | ||
| Q2 25 | $-42.2M | $-73.6M | ||
| Q1 25 | $-92.2M | $-1.4M | ||
| Q4 24 | $-36.4M | $-500.0K | ||
| Q3 24 | $-57.4M | $10.7M | ||
| Q2 24 | $-37.7M | $8.1M |
毛利率APLSROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
营业利润率APLSROG
| Q1 26 | — | — | ||
| Q4 25 | -25.6% | 3.5% | ||
| Q3 25 | 48.7% | 7.3% | ||
| Q2 25 | -18.6% | -33.3% | ||
| Q1 25 | -50.0% | -0.2% | ||
| Q4 24 | -12.3% | -6.6% | ||
| Q3 24 | -24.0% | 6.9% | ||
| Q2 24 | -14.7% | 5.3% |
净利率APLSROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -29.5% | 2.3% | ||
| Q3 25 | 47.0% | 4.0% | ||
| Q2 25 | -23.6% | -36.3% | ||
| Q1 25 | -55.3% | -0.7% | ||
| Q4 24 | -17.1% | -0.3% | ||
| Q3 24 | -29.2% | 5.1% | ||
| Q2 24 | -18.9% | 3.8% |
每股收益（稀释后）APLSROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.40 | $0.20 | ||
| Q3 25 | $1.67 | $0.48 | ||
| Q2 25 | $-0.33 | $-4.00 | ||
| Q1 25 | $-0.74 | $-0.08 | ||
| Q4 24 | $-0.30 | $-0.04 | ||
| Q3 24 | $-0.46 | $0.58 | ||
| Q2 24 | $-0.30 | $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 | $466.2M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $370.1M | $1.2B |
| 总资产 | $1.1B | $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APLSROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $466.2M | $197.0M | ||
| Q3 25 | $479.2M | $167.8M | ||
| Q2 25 | $370.0M | $157.2M | ||
| Q1 25 | $358.4M | $175.6M | ||
| Q4 24 | $411.3M | $159.8M | ||
| Q3 24 | $396.9M | $146.4M | ||
| Q2 24 | $360.1M | $119.9M |
股东权益APLSROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $370.1M | $1.2B | ||
| Q3 25 | $401.2M | $1.2B | ||
| Q2 25 | $156.3M | $1.2B | ||
| Q1 25 | $164.2M | $1.3B | ||
| Q4 24 | $228.5M | $1.3B | ||
| Q3 24 | $237.1M | $1.3B | ||
| Q2 24 | $264.3M | $1.3B |
总资产APLSROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $821.4M | $1.5B | ||
| Q1 25 | $807.3M | $1.5B | ||
| Q4 24 | $885.1M | $1.5B | ||
| Q3 24 | $901.9M | $1.5B | ||
| Q2 24 | $904.5M | $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 | $-14.2M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-14.3M | $1.1M |
| 自由现金流率自由现金流/营收 | -7.1% | 0.5% |
| 资本支出强度资本支出/营收 | 0.1% | 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 | $45.0M | $70.1M |
8季度趋势，按日历期对齐
经营现金流APLSROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-14.2M | $46.9M | ||
| Q3 25 | $108.5M | $28.9M | ||
| Q2 25 | $4.4M | $13.7M | ||
| Q1 25 | $-53.4M | $11.7M | ||
| Q4 24 | $19.4M | $33.7M | ||
| Q3 24 | $34.1M | $42.4M | ||
| Q2 24 | $-8.3M | $22.9M |
自由现金流APLSROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-14.3M | $42.2M | ||
| Q3 25 | $108.3M | $21.2M | ||
| Q2 25 | $4.4M | $5.6M | ||
| Q1 25 | $-53.4M | $2.1M | ||
| Q4 24 | $19.3M | $18.3M | ||
| Q3 24 | — | $25.2M | ||
| Q2 24 | $-8.4M | $8.8M |
自由现金流率APLSROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | -7.1% | 20.9% | ||
| Q3 25 | 23.6% | 9.8% | ||
| Q2 25 | 2.5% | 2.8% | ||
| Q1 25 | -32.0% | 1.1% | ||
| Q4 24 | 9.1% | 9.5% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | -4.2% | 4.1% |
资本支出强度APLSROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.1% | 2.3% | ||
| Q3 25 | 0.0% | 3.6% | ||
| Q2 25 | 0.0% | 4.0% | ||
| Q1 25 | 0.0% | 5.0% | ||
| Q4 24 | 0.0% | 8.0% | ||
| Q3 24 | 0.0% | 8.2% | ||
| Q2 24 | 0.0% | 6.6% |
现金转化率APLSROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | 0.50× | 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
APLS
| Syfovre | $155.2M | 78% |
| Empaveli Pegcetacoplan | $35.1M | 18% |
| Licensing And Other Revenue | $9.6M | 5% |
ROG
暂无分部数据
