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Array Technologies, Inc.（ARRY）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
Array Technologies, Inc.的季度营收约是ROGERS CORP的1.1倍（$226.0M vs $200.5M），ROGERS CORP同比增速更快（5.2% vs -17.9%），Array Technologies, Inc.自由现金流更多（$36.2M vs $1.1M），过去两年Array Technologies, Inc.的营收复合增速更高（21.4% vs -3.3%）
ATI科技是原加拿大半导体科技企业，总部位于安大略省万锦市，专注于图形处理器与芯片组的研发，1985年成立，1993年公开上市，2006年被AMD收购。作为全球知名的无晶圆厂半导体厂商，其掌握自研核心技术，生产组装环节采用外包模式。2000年3dfx破产后，ATI成为全球图形芯片领域的核心厂商之一。
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。
ARRY vs ROG — 直观对比
营收规模更大
ARRY
是对方的1.1倍
$200.5M
营收增速更快
ROG
高出23.1%
-17.9%
自由现金流更多
ARRY
多$35.1M
$1.1M
两年增速更快
ARRY
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $226.0M | $200.5M |
| 净利润 | — | $4.5M |
| 毛利率 | 8.6% | 32.2% |
| 营业利润率 | -65.5% | — |
| 净利率 | — | 2.2% |
| 营收同比 | -17.9% | 5.2% |
| 净利润同比 | — | 421.4% |
| 每股收益（稀释后） | $-1.06 | $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ARRYROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $226.0M | $201.5M | ||
| Q3 25 | $393.5M | $216.0M | ||
| Q2 25 | $362.2M | $202.8M | ||
| Q1 25 | $302.4M | $190.5M | ||
| Q4 24 | $275.2M | $192.2M | ||
| Q3 24 | $231.4M | $210.3M | ||
| Q2 24 | $255.8M | $214.2M |
净利润ARRYROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | — | $4.6M | ||
| Q3 25 | $33.5M | $8.6M | ||
| Q2 25 | $43.3M | $-73.6M | ||
| Q1 25 | $16.7M | $-1.4M | ||
| Q4 24 | — | $-500.0K | ||
| Q3 24 | $-141.4M | $10.7M | ||
| Q2 24 | $25.7M | $8.1M |
毛利率ARRYROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 8.6% | 31.5% | ||
| Q3 25 | 26.9% | 33.5% | ||
| Q2 25 | 26.8% | 31.6% | ||
| Q1 25 | 25.3% | 29.9% | ||
| Q4 24 | 28.5% | 32.1% | ||
| Q3 24 | 33.8% | 35.2% | ||
| Q2 24 | 33.6% | 34.1% |
营业利润率ARRYROG
| Q1 26 | — | — | ||
| Q4 25 | -65.5% | 3.5% | ||
| Q3 25 | 11.6% | 7.3% | ||
| Q2 25 | 12.8% | -33.3% | ||
| Q1 25 | 9.0% | -0.2% | ||
| Q4 24 | -51.7% | -6.6% | ||
| Q3 24 | -57.3% | 6.9% | ||
| Q2 24 | 15.5% | 5.3% |
净利率ARRYROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | 8.5% | 4.0% | ||
| Q2 25 | 11.9% | -36.3% | ||
| Q1 25 | 5.5% | -0.7% | ||
| Q4 24 | — | -0.3% | ||
| Q3 24 | -61.1% | 5.1% | ||
| Q2 24 | 10.0% | 3.8% |
每股收益（稀释后）ARRYROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-1.06 | $0.20 | ||
| Q3 25 | $0.12 | $0.48 | ||
| Q2 25 | $0.19 | $-4.00 | ||
| Q1 25 | $0.02 | $-0.08 | ||
| Q4 24 | $-0.94 | $-0.04 | ||
| Q3 24 | $-1.02 | $0.58 | ||
| Q2 24 | $0.08 | $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 | $244.4M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-206.3M | $1.2B |
| 总资产 | $1.5B | $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ARRYROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $244.4M | $197.0M | ||
| Q3 25 | $221.5M | $167.8M | ||
| Q2 25 | $377.3M | $157.2M | ||
| Q1 25 | $348.3M | $175.6M | ||
| Q4 24 | $363.0M | $159.8M | ||
| Q3 24 | $332.4M | $146.4M | ||
| Q2 24 | $282.3M | $119.9M |
股东权益ARRYROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $-206.3M | $1.2B | ||
| Q3 25 | $-46.7M | $1.2B | ||
| Q2 25 | $-70.9M | $1.2B | ||
| Q1 25 | $-97.8M | $1.3B | ||
| Q4 24 | $-118.1M | $1.3B | ||
| Q3 24 | $64.5M | $1.3B | ||
| Q2 24 | $200.0M | $1.3B |
总资产ARRYROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.6B | $1.4B | ||
| Q2 25 | $1.5B | $1.5B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | $1.6B | $1.5B | ||
| Q2 24 | $1.7B | $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 | $43.6M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $36.2M | $1.1M |
| 自由现金流率自由现金流/营收 | 16.0% | 0.5% |
| 资本支出强度资本支出/营收 | 3.3% | 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 | $79.8M | $70.1M |
8季度趋势，按日历期对齐
经营现金流ARRYROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $43.6M | $46.9M | ||
| Q3 25 | $27.4M | $28.9M | ||
| Q2 25 | $43.8M | $13.7M | ||
| Q1 25 | $-13.1M | $11.7M | ||
| Q4 24 | $57.6M | $33.7M | ||
| Q3 24 | $44.9M | $42.4M | ||
| Q2 24 | $4.0M | $22.9M |
自由现金流ARRYROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $36.2M | $42.2M | ||
| Q3 25 | $21.9M | $21.2M | ||
| Q2 25 | $37.2M | $5.6M | ||
| Q1 25 | $-15.4M | $2.1M | ||
| Q4 24 | $55.9M | $18.3M | ||
| Q3 24 | $43.9M | $25.2M | ||
| Q2 24 | $1.8M | $8.8M |
自由现金流率ARRYROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 16.0% | 20.9% | ||
| Q3 25 | 5.6% | 9.8% | ||
| Q2 25 | 10.3% | 2.8% | ||
| Q1 25 | -5.1% | 1.1% | ||
| Q4 24 | 20.3% | 9.5% | ||
| Q3 24 | 19.0% | 12.0% | ||
| Q2 24 | 0.7% | 4.1% |
资本支出强度ARRYROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 3.3% | 2.3% | ||
| Q3 25 | 1.4% | 3.6% | ||
| Q2 25 | 1.8% | 4.0% | ||
| Q1 25 | 0.8% | 5.0% | ||
| Q4 24 | 0.6% | 8.0% | ||
| Q3 24 | 0.5% | 8.2% | ||
| Q2 24 | 0.8% | 6.6% |
现金转化率ARRYROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | 0.82× | 3.36× | ||
| Q2 25 | 1.01× | — | ||
| Q1 25 | -0.78× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | 0.15× | 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
ARRY
| Array Legacy Operations Segment | $212.0M | 94% |
| STI Operations Segment | $14.0M | 6% |
ROG
暂无分部数据
