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APPIAN CORP（APPN）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
APPIAN CORP的季度营收约是ROGERS CORP的1.0倍（$202.9M vs $200.5M），ROGERS CORP净利率更高（2.2% vs -2.5%，领先4.8%），APPIAN CORP同比增速更快（21.7% vs 5.2%），ROGERS CORP自由现金流更多（$1.1M vs $270.0K），过去两年APPIAN CORP的营收复合增速更高（16.4% vs -3.3%）
Appian是总部位于美国弗吉尼亚州麦克莱恩的云计算与企业软件厂商，身处杜勒斯科技走廊产业带。公司提供平台即服务（PaaS）产品，支持企业级软件开发，业务覆盖北美、欧洲、中东及东南亚市场，深耕低代码开发、流程挖掘、业务流程管理和案例管理领域。
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。
APPN vs ROG — 直观对比
营收规模更大
APPN
是对方的1.0倍
$200.5M
营收增速更快
APPN
高出16.5%
5.2%
净利率更高
ROG
高出4.8%
-2.5%
自由现金流更多
ROG
多$830.0K
$270.0K
两年增速更快
APPN
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $202.9M | $200.5M |
| 净利润 | $-5.1M | $4.5M |
| 毛利率 | 64.8% | 32.2% |
| 营业利润率 | -0.3% | — |
| 净利率 | -2.5% | 2.2% |
| 营收同比 | 21.7% | 5.2% |
| 净利润同比 | 62.6% | 421.4% |
| 每股收益（稀释后） | $-0.06 | $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APPNROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $202.9M | $201.5M | ||
| Q3 25 | $187.0M | $216.0M | ||
| Q2 25 | $170.6M | $202.8M | ||
| Q1 25 | $166.4M | $190.5M | ||
| Q4 24 | $166.7M | $192.2M | ||
| Q3 24 | $154.1M | $210.3M | ||
| Q2 24 | $146.4M | $214.2M |
净利润APPNROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-5.1M | $4.6M | ||
| Q3 25 | $7.8M | $8.6M | ||
| Q2 25 | $-312.0K | $-73.6M | ||
| Q1 25 | $-1.2M | $-1.4M | ||
| Q4 24 | $-13.6M | $-500.0K | ||
| Q3 24 | $-2.1M | $10.7M | ||
| Q2 24 | $-43.6M | $8.1M |
毛利率APPNROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 64.8% | 31.5% | ||
| Q3 25 | 75.8% | 33.5% | ||
| Q2 25 | 74.3% | 31.6% | ||
| Q1 25 | 76.6% | 29.9% | ||
| Q4 24 | 67.8% | 32.1% | ||
| Q3 24 | 75.9% | 35.2% | ||
| Q2 24 | 73.1% | 34.1% |
营业利润率APPNROG
| Q1 26 | — | — | ||
| Q4 25 | -0.3% | 3.5% | ||
| Q3 25 | 7.0% | 7.3% | ||
| Q2 25 | -6.4% | -33.3% | ||
| Q1 25 | -0.5% | -0.2% | ||
| Q4 24 | 3.0% | -6.6% | ||
| Q3 24 | -4.6% | 6.9% | ||
| Q2 24 | -26.8% | 5.3% |
净利率APPNROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -2.5% | 2.3% | ||
| Q3 25 | 4.2% | 4.0% | ||
| Q2 25 | -0.2% | -36.3% | ||
| Q1 25 | -0.7% | -0.7% | ||
| Q4 24 | -8.2% | -0.3% | ||
| Q3 24 | -1.4% | 5.1% | ||
| Q2 24 | -29.8% | 3.8% |
每股收益（稀释后）APPNROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.06 | $0.20 | ||
| Q3 25 | $0.10 | $0.48 | ||
| Q2 25 | $0.00 | $-4.00 | ||
| Q1 25 | $-0.02 | $-0.08 | ||
| Q4 24 | $-0.18 | $-0.04 | ||
| Q3 24 | $-0.03 | $0.58 | ||
| Q2 24 | $-0.60 | $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 | $187.2M | $195.8M |
| 总债务越低越好 | $240.8M | — |
| 股东权益账面价值 | $-47.0M | $1.2B |
| 总资产 | $691.4M | $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APPNROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $187.2M | $197.0M | ||
| Q3 25 | $191.6M | $167.8M | ||
| Q2 25 | $184.8M | $157.2M | ||
| Q1 25 | $199.7M | $175.6M | ||
| Q4 24 | $159.9M | $159.8M | ||
| Q3 24 | $99.2M | $146.4M | ||
| Q2 24 | $120.8M | $119.9M |
总债务APPNROG
| Q1 26 | — | — | ||
| Q4 25 | $240.8M | — | ||
| Q3 25 | $245.7M | — | ||
| Q2 25 | $245.6M | — | ||
| Q1 25 | $248.0M | — | ||
| Q4 24 | $250.4M | — | ||
| Q3 24 | $252.8M | — | ||
| Q2 24 | $254.0M | — |
股东权益APPNROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $-47.0M | $1.2B | ||
| Q3 25 | $-48.5M | $1.2B | ||
| Q2 25 | $-53.7M | $1.2B | ||
| Q1 25 | $-31.7M | $1.3B | ||
| Q4 24 | $-32.6M | $1.3B | ||
| Q3 24 | $-49.8M | $1.3B | ||
| Q2 24 | $-45.7M | $1.3B |
总资产APPNROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $691.4M | $1.4B | ||
| Q3 25 | $611.7M | $1.4B | ||
| Q2 25 | $590.7M | $1.5B | ||
| Q1 25 | $592.9M | $1.5B | ||
| Q4 24 | $621.0M | $1.5B | ||
| Q3 24 | $549.9M | $1.5B | ||
| Q2 24 | $554.6M | $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 | $1.1M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $270.0K | $1.1M |
| 自由现金流率自由现金流/营收 | 0.1% | 0.5% |
| 资本支出强度资本支出/营收 | 0.4% | 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 | $59.6M | $70.1M |
8季度趋势，按日历期对齐
经营现金流APPNROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $1.1M | $46.9M | ||
| Q3 25 | $18.7M | $28.9M | ||
| Q2 25 | $-1.9M | $13.7M | ||
| Q1 25 | $45.0M | $11.7M | ||
| Q4 24 | $13.9M | $33.7M | ||
| Q3 24 | $-8.2M | $42.4M | ||
| Q2 24 | $-17.6M | $22.9M |
自由现金流APPNROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $270.0K | $42.2M | ||
| Q3 25 | $18.1M | $21.2M | ||
| Q2 25 | $-3.1M | $5.6M | ||
| Q1 25 | $44.3M | $2.1M | ||
| Q4 24 | $13.4M | $18.3M | ||
| Q3 24 | $-8.6M | $25.2M | ||
| Q2 24 | $-18.3M | $8.8M |
自由现金流率APPNROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 0.1% | 20.9% | ||
| Q3 25 | 9.7% | 9.8% | ||
| Q2 25 | -1.8% | 2.8% | ||
| Q1 25 | 26.6% | 1.1% | ||
| Q4 24 | 8.0% | 9.5% | ||
| Q3 24 | -5.6% | 12.0% | ||
| Q2 24 | -12.5% | 4.1% |
资本支出强度APPNROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.4% | 2.3% | ||
| Q3 25 | 0.3% | 3.6% | ||
| Q2 25 | 0.7% | 4.0% | ||
| Q1 25 | 0.4% | 5.0% | ||
| Q4 24 | 0.3% | 8.0% | ||
| Q3 24 | 0.2% | 8.2% | ||
| Q2 24 | 0.5% | 6.6% |
现金转化率APPNROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | 2.39× | 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
APPN
| Subscriptions Software And Support | $162.3M | 80% |
| Professional Services | $40.6M | 20% |
ROG
暂无分部数据
