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Archrock, Inc.（AROC）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
Archrock, Inc.的季度营收约是ROGERS CORP的1.9倍（$377.1M vs $200.5M），Archrock, Inc.净利率更高（31.0% vs 2.2%，领先28.7%），Archrock, Inc.同比增速更快（15.5% vs 5.2%），Archrock, Inc.自由现金流更多（$126.7M vs $1.1M），过去两年Archrock, Inc.的营收复合增速更高（18.5% vs -3.3%）
Archrock, Inc. 是领先的天然气压缩服务及相关设备解决方案供应商，主要服务北美油气领域，核心业务涵盖压缩系统租赁、维护、售后支持及销售，覆盖上游生产、中游运输与天然气加工板块。
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。
AROC vs ROG — 直观对比
营收规模更大
AROC
是对方的1.9倍
$200.5M
营收增速更快
AROC
高出10.3%
5.2%
净利率更高
AROC
高出28.7%
2.2%
自由现金流更多
AROC
多$125.6M
$1.1M
两年增速更快
AROC
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $377.1M | $200.5M |
| 净利润 | $116.8M | $4.5M |
| 毛利率 | 53.0% | 32.2% |
| 营业利润率 | 39.4% | — |
| 净利率 | 31.0% | 2.2% |
| 营收同比 | 15.5% | 5.2% |
| 净利润同比 | 95.4% | 421.4% |
| 每股收益（稀释后） | $0.67 | $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AROCROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $377.1M | $201.5M | ||
| Q3 25 | $382.4M | $216.0M | ||
| Q2 25 | $383.2M | $202.8M | ||
| Q1 25 | $347.2M | $190.5M | ||
| Q4 24 | $326.4M | $192.2M | ||
| Q3 24 | $292.2M | $210.3M | ||
| Q2 24 | $270.5M | $214.2M |
净利润AROCROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $116.8M | $4.6M | ||
| Q3 25 | $71.2M | $8.6M | ||
| Q2 25 | $63.4M | $-73.6M | ||
| Q1 25 | $70.8M | $-1.4M | ||
| Q4 24 | $59.8M | $-500.0K | ||
| Q3 24 | $37.5M | $10.7M | ||
| Q2 24 | $34.4M | $8.1M |
毛利率AROCROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 53.0% | 31.5% | ||
| Q3 25 | 48.5% | 33.5% | ||
| Q2 25 | 45.4% | 31.6% | ||
| Q1 25 | 47.4% | 29.9% | ||
| Q4 24 | 46.3% | 32.1% | ||
| Q3 24 | 44.4% | 35.2% | ||
| Q2 24 | 41.5% | 34.1% |
营业利润率AROCROG
| Q1 26 | — | — | ||
| Q4 25 | 39.4% | 3.5% | ||
| Q3 25 | 25.3% | 7.3% | ||
| Q2 25 | 22.5% | -33.3% | ||
| Q1 25 | 26.5% | -0.2% | ||
| Q4 24 | 24.0% | -6.6% | ||
| Q3 24 | 18.1% | 6.9% | ||
| Q2 24 | 17.6% | 5.3% |
净利率AROCROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 31.0% | 2.3% | ||
| Q3 25 | 18.6% | 4.0% | ||
| Q2 25 | 16.6% | -36.3% | ||
| Q1 25 | 20.4% | -0.7% | ||
| Q4 24 | 18.3% | -0.3% | ||
| Q3 24 | 12.8% | 5.1% | ||
| Q2 24 | 12.7% | 3.8% |
每股收益（稀释后）AROCROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.67 | $0.20 | ||
| Q3 25 | $0.40 | $0.48 | ||
| Q2 25 | $0.36 | $-4.00 | ||
| Q1 25 | $0.40 | $-0.08 | ||
| Q4 24 | $0.35 | $-0.04 | ||
| Q3 24 | $0.22 | $0.58 | ||
| Q2 24 | $0.22 | $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 | $1.6M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $1.2B |
| 总资产 | $4.3B | $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AROCROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $1.6M | $197.0M | ||
| Q3 25 | $4.1M | $167.8M | ||
| Q2 25 | $5.9M | $157.2M | ||
| Q1 25 | $4.8M | $175.6M | ||
| Q4 24 | $4.4M | $159.8M | ||
| Q3 24 | $3.7M | $146.4M | ||
| Q2 24 | $919.0K | $119.9M |
股东权益AROCROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.5B | $1.2B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $894.5M | $1.3B |
总资产AROCROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $4.3B | $1.4B | ||
| Q3 25 | $4.4B | $1.4B | ||
| Q2 25 | $4.4B | $1.5B | ||
| Q1 25 | $4.0B | $1.5B | ||
| Q4 24 | $3.8B | $1.5B | ||
| Q3 24 | $3.8B | $1.5B | ||
| Q2 24 | $2.7B | $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 | $214.5M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $126.7M | $1.1M |
| 自由现金流率自由现金流/营收 | 33.6% | 0.5% |
| 资本支出强度资本支出/营收 | 23.3% | 2.3% |
| 现金转化率经营现金流/净利润 | 1.84× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $119.6M | $70.1M |
8季度趋势，按日历期对齐
经营现金流AROCROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $214.5M | $46.9M | ||
| Q3 25 | $164.5M | $28.9M | ||
| Q2 25 | $127.5M | $13.7M | ||
| Q1 25 | $115.6M | $11.7M | ||
| Q4 24 | $124.3M | $33.7M | ||
| Q3 24 | $96.9M | $42.4M | ||
| Q2 24 | $70.7M | $22.9M |
自由现金流AROCROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $126.7M | $42.2M | ||
| Q3 25 | $29.5M | $21.2M | ||
| Q2 25 | $16.0M | $5.6M | ||
| Q1 25 | $-52.5M | $2.1M | ||
| Q4 24 | $26.4M | $18.3M | ||
| Q3 24 | $26.9M | $25.2M | ||
| Q2 24 | $-20.6M | $8.8M |
自由现金流率AROCROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 33.6% | 20.9% | ||
| Q3 25 | 7.7% | 9.8% | ||
| Q2 25 | 4.2% | 2.8% | ||
| Q1 25 | -15.1% | 1.1% | ||
| Q4 24 | 8.1% | 9.5% | ||
| Q3 24 | 9.2% | 12.0% | ||
| Q2 24 | -7.6% | 4.1% |
资本支出强度AROCROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 23.3% | 2.3% | ||
| Q3 25 | 35.3% | 3.6% | ||
| Q2 25 | 29.1% | 4.0% | ||
| Q1 25 | 48.4% | 5.0% | ||
| Q4 24 | 30.0% | 8.0% | ||
| Q3 24 | 24.0% | 8.2% | ||
| Q2 24 | 33.7% | 6.6% |
现金转化率AROCROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 1.84× | 10.20× | ||
| Q3 25 | 2.31× | 3.36× | ||
| Q2 25 | 2.01× | — | ||
| Q1 25 | 1.63× | — | ||
| Q4 24 | 2.08× | — | ||
| Q3 24 | 2.58× | 3.96× | ||
| Q2 24 | 2.05× | 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
AROC
| Horsepower Group Three | $112.6M | 30% |
| Horsepower Group Two | $108.5M | 29% |
| Horsepower Group One | $105.9M | 28% |
| Services | $32.9M | 9% |
| Over Counter Parts And Component Sales | $17.0M | 5% |
| Transferred At Point In Time | $1.4M | 0% |
ROG
暂无分部数据
