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Arcutis Biotherapeutics, Inc.（ARQT）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Arcutis Biotherapeutics, Inc.的1.5倍（$200.5M vs $129.5M），Arcutis Biotherapeutics, Inc.净利率更高（13.4% vs 2.2%，领先11.2%），Arcutis Biotherapeutics, Inc.同比增速更快（81.5% vs 5.2%），过去两年Arcutis Biotherapeutics, Inc.的营收复合增速更高（61.6% vs -3.3%）
Arcutis Biotherapeutics是一家临床阶段生物制药企业，专注于开发和商业化免疫介导皮肤病领域的创新处方疗法，产品管线覆盖银屑病、特应性皮炎、斑秃等适应症，主要服务美国市场的患者及医疗服务提供者，填补皮肤科诊疗领域的未满足需求。
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。
ARQT vs ROG — 直观对比
营收规模更大
ROG
是对方的1.5倍
$129.5M
营收增速更快
ARQT
高出76.2%
5.2%
净利率更高
ARQT
高出11.2%
2.2%
两年增速更快
ARQT
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $129.5M | $200.5M |
| 净利润 | $17.4M | $4.5M |
| 毛利率 | 91.0% | 32.2% |
| 营业利润率 | 14.2% | — |
| 净利率 | 13.4% | 2.2% |
| 营收同比 | 81.5% | 5.2% |
| 净利润同比 | 261.2% | 421.4% |
| 每股收益（稀释后） | $0.14 | $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ARQTROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $129.5M | $201.5M | ||
| Q3 25 | $99.2M | $216.0M | ||
| Q2 25 | $81.5M | $202.8M | ||
| Q1 25 | $65.8M | $190.5M | ||
| Q4 24 | $71.4M | $192.2M | ||
| Q3 24 | $44.8M | $210.3M | ||
| Q2 24 | $30.9M | $214.2M |
净利润ARQTROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $17.4M | $4.6M | ||
| Q3 25 | $7.4M | $8.6M | ||
| Q2 25 | $-15.9M | $-73.6M | ||
| Q1 25 | $-25.1M | $-1.4M | ||
| Q4 24 | $-10.8M | $-500.0K | ||
| Q3 24 | $-41.5M | $10.7M | ||
| Q2 24 | $-52.3M | $8.1M |
毛利率ARQTROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 91.0% | 31.5% | ||
| Q3 25 | 91.2% | 33.5% | ||
| Q2 25 | 90.8% | 31.6% | ||
| Q1 25 | 86.6% | 29.9% | ||
| Q4 24 | 90.3% | 32.1% | ||
| Q3 24 | 87.7% | 35.2% | ||
| Q2 24 | 88.8% | 34.1% |
营业利润率ARQTROG
| Q1 26 | — | — | ||
| Q4 25 | 14.2% | 3.5% | ||
| Q3 25 | 8.6% | 7.3% | ||
| Q2 25 | -17.9% | -33.3% | ||
| Q1 25 | -37.3% | -0.2% | ||
| Q4 24 | -10.7% | -6.6% | ||
| Q3 24 | -87.3% | 6.9% | ||
| Q2 24 | -162.3% | 5.3% |
净利率ARQTROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 13.4% | 2.3% | ||
| Q3 25 | 7.5% | 4.0% | ||
| Q2 25 | -19.5% | -36.3% | ||
| Q1 25 | -38.1% | -0.7% | ||
| Q4 24 | -15.1% | -0.3% | ||
| Q3 24 | -92.8% | 5.1% | ||
| Q2 24 | -169.6% | 3.8% |
每股收益（稀释后）ARQTROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.14 | $0.20 | ||
| Q3 25 | $0.06 | $0.48 | ||
| Q2 25 | $-0.13 | $-4.00 | ||
| Q1 25 | $-0.20 | $-0.08 | ||
| Q4 24 | $-0.09 | $-0.04 | ||
| Q3 24 | $-0.33 | $0.58 | ||
| Q2 24 | $-0.42 | $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 | $42.9M | $195.8M |
| 总债务越低越好 | $109.0M | — |
| 股东权益账面价值 | $189.5M | $1.2B |
| 总资产 | $433.0M | $1.4B |
| 负债/权益比越低杠杆越低 | 0.58× | — |
8季度趋势，按日历期对齐
现金及短期投资ARQTROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $42.9M | $197.0M | ||
| Q3 25 | $47.1M | $167.8M | ||
| Q2 25 | $72.7M | $157.2M | ||
| Q1 25 | $53.1M | $175.6M | ||
| Q4 24 | $71.3M | $159.8M | ||
| Q3 24 | $134.9M | $146.4M | ||
| Q2 24 | $84.3M | $119.9M |
总债务ARQTROG
| Q1 26 | — | — | ||
| Q4 25 | $109.0M | — | ||
| Q3 25 | $108.5M | — | ||
| Q2 25 | $108.0M | — | ||
| Q1 25 | $107.6M | — | ||
| Q4 24 | $107.2M | — | ||
| Q3 24 | $204.6M | — | ||
| Q2 24 | $203.8M | — |
股东权益ARQTROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $189.5M | $1.2B | ||
| Q3 25 | $158.1M | $1.2B | ||
| Q2 25 | $139.0M | $1.2B | ||
| Q1 25 | $142.7M | $1.3B | ||
| Q4 24 | $157.5M | $1.3B | ||
| Q3 24 | $156.6M | $1.3B | ||
| Q2 24 | $186.4M | $1.3B |
总资产ARQTROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $433.0M | $1.4B | ||
| Q3 25 | $371.0M | $1.4B | ||
| Q2 25 | $352.4M | $1.5B | ||
| Q1 25 | $344.1M | $1.5B | ||
| Q4 24 | $348.9M | $1.5B | ||
| Q3 24 | $437.4M | $1.5B | ||
| Q2 24 | $444.8M | $1.5B |
负债/权益比ARQTROG
| Q1 26 | — | — | ||
| Q4 25 | 0.58× | — | ||
| Q3 25 | 0.69× | — | ||
| Q2 25 | 0.78× | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 1.31× | — | ||
| Q2 24 | 1.09× | — |
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 | $26.2M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | — | $1.1M |
| 自由现金流率自由现金流/营收 | — | 0.5% |
| 资本支出强度资本支出/营收 | 0.0% | 2.3% |
| 现金转化率经营现金流/净利润 | 1.51× | 1.29× |
| 过去12个月自由现金流最近4个季度 | — | $70.1M |
8季度趋势，按日历期对齐
经营现金流ARQTROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $26.2M | $46.9M | ||
| Q3 25 | $-1.8M | $28.9M | ||
| Q2 25 | $324.0K | $13.7M | ||
| Q1 25 | $-30.4M | $11.7M | ||
| Q4 24 | $-748.0K | $33.7M | ||
| Q3 24 | $-34.7M | $42.4M | ||
| Q2 24 | $-45.1M | $22.9M |
自由现金流ARQTROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | — | $21.2M | ||
| Q2 25 | $246.0K | $5.6M | ||
| Q1 25 | $-31.0M | $2.1M | ||
| Q4 24 | — | $18.3M | ||
| Q3 24 | $-34.8M | $25.2M | ||
| Q2 24 | — | $8.8M |
自由现金流率ARQTROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | 0.3% | 2.8% | ||
| Q1 25 | -47.1% | 1.1% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | -77.8% | 12.0% | ||
| Q2 24 | — | 4.1% |
资本支出强度ARQTROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.0% | 2.3% | ||
| Q3 25 | 0.0% | 3.6% | ||
| Q2 25 | 0.1% | 4.0% | ||
| Q1 25 | 0.9% | 5.0% | ||
| Q4 24 | 0.0% | 8.0% | ||
| Q3 24 | 0.3% | 8.2% | ||
| Q2 24 | 0.0% | 6.6% |
现金转化率ARQTROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 1.51× | 10.20× | ||
| Q3 25 | -0.24× | 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
