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Arhaus, Inc.（ARHS）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
Arhaus, Inc.的季度营收约是ROGERS CORP的1.8倍（$364.8M vs $200.5M），Arhaus, Inc.净利率更高（4.1% vs 2.2%，领先1.9%），ROGERS CORP同比增速更快（5.2% vs 5.1%），ROGERS CORP自由现金流更多（$1.1M vs $-8.8M），过去两年Arhaus, Inc.的营收复合增速更高（11.2% vs -3.3%）
Arhaus, Inc.是源自美国的高端家居零售企业，总部位于俄亥俄州波士顿高地，1986年正式创立。品牌主打可持续理念与工匠级品质，产品品类丰富，采用全渠道模式面向个人消费者及企业客户，覆盖民用与商用家居场景，提供相关产品与配套服务。
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。
ARHS vs ROG — 直观对比
营收规模更大
ARHS
是对方的1.8倍
$200.5M
营收增速更快
ROG
高出0.1%
5.1%
净利率更高
ARHS
高出1.9%
2.2%
自由现金流更多
ROG
多$9.9M
$-8.8M
两年增速更快
ARHS
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $364.8M | $200.5M |
| 净利润 | $15.1M | $4.5M |
| 毛利率 | 38.1% | 32.2% |
| 营业利润率 | 5.6% | — |
| 净利率 | 4.1% | 2.2% |
| 营收同比 | 5.1% | 5.2% |
| 净利润同比 | -29.1% | 421.4% |
| 每股收益（稀释后） | $0.11 | $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ARHSROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $364.8M | $201.5M | ||
| Q3 25 | $344.6M | $216.0M | ||
| Q2 25 | $358.4M | $202.8M | ||
| Q1 25 | $311.4M | $190.5M | ||
| Q4 24 | $347.0M | $192.2M | ||
| Q3 24 | $319.1M | $210.3M | ||
| Q2 24 | $309.8M | $214.2M |
净利润ARHSROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $15.1M | $4.6M | ||
| Q3 25 | $12.2M | $8.6M | ||
| Q2 25 | $35.1M | $-73.6M | ||
| Q1 25 | $4.9M | $-1.4M | ||
| Q4 24 | $21.3M | $-500.0K | ||
| Q3 24 | $9.9M | $10.7M | ||
| Q2 24 | $22.2M | $8.1M |
毛利率ARHSROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 38.1% | 31.5% | ||
| Q3 25 | 38.7% | 33.5% | ||
| Q2 25 | 41.4% | 31.6% | ||
| Q1 25 | 37.1% | 29.9% | ||
| Q4 24 | 40.0% | 32.1% | ||
| Q3 24 | 38.6% | 35.2% | ||
| Q2 24 | 40.1% | 34.1% |
营业利润率ARHSROG
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 3.5% | ||
| Q3 25 | 4.8% | 7.3% | ||
| Q2 25 | 13.0% | -33.3% | ||
| Q1 25 | 1.7% | -0.2% | ||
| Q4 24 | 8.2% | -6.6% | ||
| Q3 24 | 3.3% | 6.9% | ||
| Q2 24 | 9.5% | 5.3% |
净利率ARHSROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 4.1% | 2.3% | ||
| Q3 25 | 3.5% | 4.0% | ||
| Q2 25 | 9.8% | -36.3% | ||
| Q1 25 | 1.6% | -0.7% | ||
| Q4 24 | 6.1% | -0.3% | ||
| Q3 24 | 3.1% | 5.1% | ||
| Q2 24 | 7.2% | 3.8% |
每股收益（稀释后）ARHSROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.11 | $0.20 | ||
| Q3 25 | $0.09 | $0.48 | ||
| Q2 25 | $0.25 | $-4.00 | ||
| Q1 25 | $0.03 | $-0.08 | ||
| Q4 24 | $0.15 | $-0.04 | ||
| Q3 24 | $0.07 | $0.58 | ||
| Q2 24 | $0.16 | $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 | $253.4M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $418.2M | $1.2B |
| 总资产 | $1.4B | $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ARHSROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $253.4M | $197.0M | ||
| Q3 25 | $262.2M | $167.8M | ||
| Q2 25 | $234.8M | $157.2M | ||
| Q1 25 | $214.4M | $175.6M | ||
| Q4 24 | $197.5M | $159.8M | ||
| Q3 24 | $177.7M | $146.4M | ||
| Q2 24 | $174.2M | $119.9M |
股东权益ARHSROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $418.2M | $1.2B | ||
| Q3 25 | $400.4M | $1.2B | ||
| Q2 25 | $385.6M | $1.2B | ||
| Q1 25 | $348.8M | $1.3B | ||
| Q4 24 | $343.7M | $1.3B | ||
| Q3 24 | $320.6M | $1.3B | ||
| Q2 24 | $309.3M | $1.3B |
总资产ARHSROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.2B | $1.5B | ||
| Q3 24 | $1.2B | $1.5B | ||
| Q2 24 | $1.2B | $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 | $9.3M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-8.8M | $1.1M |
| 自由现金流率自由现金流/营收 | -2.4% | 0.5% |
| 资本支出强度资本支出/营收 | 5.0% | 2.3% |
| 现金转化率经营现金流/净利润 | 0.62× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $59.0M | $70.1M |
8季度趋势，按日历期对齐
经营现金流ARHSROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $9.3M | $46.9M | ||
| Q3 25 | $46.1M | $28.9M | ||
| Q2 25 | $34.9M | $13.7M | ||
| Q1 25 | $46.5M | $11.7M | ||
| Q4 24 | $31.7M | $33.7M | ||
| Q3 24 | $31.1M | $42.4M | ||
| Q2 24 | $47.5M | $22.9M |
自由现金流ARHSROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-8.8M | $42.2M | ||
| Q3 25 | $28.0M | $21.2M | ||
| Q2 25 | $20.9M | $5.6M | ||
| Q1 25 | $18.9M | $2.1M | ||
| Q4 24 | $13.0M | $18.3M | ||
| Q3 24 | $4.6M | $25.2M | ||
| Q2 24 | $11.3M | $8.8M |
自由现金流率ARHSROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | -2.4% | 20.9% | ||
| Q3 25 | 8.1% | 9.8% | ||
| Q2 25 | 5.8% | 2.8% | ||
| Q1 25 | 6.1% | 1.1% | ||
| Q4 24 | 3.7% | 9.5% | ||
| Q3 24 | 1.4% | 12.0% | ||
| Q2 24 | 3.6% | 4.1% |
资本支出强度ARHSROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 5.0% | 2.3% | ||
| Q3 25 | 5.3% | 3.6% | ||
| Q2 25 | 3.9% | 4.0% | ||
| Q1 25 | 8.9% | 5.0% | ||
| Q4 24 | 5.4% | 8.0% | ||
| Q3 24 | 8.3% | 8.2% | ||
| Q2 24 | 11.7% | 6.6% |
现金转化率ARHSROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 0.62× | 10.20× | ||
| Q3 25 | 3.77× | 3.36× | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 9.53× | — | ||
| Q4 24 | 1.49× | — | ||
| Q3 24 | 3.14× | 3.96× | ||
| Q2 24 | 2.14× | 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
ARHS
| Sales Channel Retail | $305.7M | 84% |
| Sales Channel E Commerce | $59.2M | 16% |
ROG
暂无分部数据
