vs
Asana, Inc.（ASAN）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
Asana, Inc.的季度营收约是ROGERS CORP的1.0倍（$201.0M vs $200.5M），ROGERS CORP净利率更高（2.2% vs -34.0%，领先36.3%），Asana, Inc.同比增速更快（9.3% vs 5.2%），Asana, Inc.自由现金流更多（$15.5M vs $1.1M），过去两年Asana, Inc.的营收复合增速更高（8.4% vs -3.3%）
Asana是一家总部位于美国旧金山的软件企业，由达斯汀·莫斯科维茨和贾斯汀·罗森斯坦于2008年创立，核心产品是同名工作管理平台，支持网页端与移动端使用，可帮助团队梳理、跟踪及统筹各类工作事项，2012年4月正式商业化推出，2020年9月直接上市，当时估值达55亿美元。
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。
ASAN vs ROG — 直观对比
营收规模更大
ASAN
是对方的1.0倍
$200.5M
营收增速更快
ASAN
高出4.1%
5.2%
净利率更高
ROG
高出36.3%
-34.0%
自由现金流更多
ASAN
多$14.4M
$1.1M
两年增速更快
ASAN
近两年复合增速
-3.3%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $201.0M | $200.5M |
| 净利润 | $-68.4M | $4.5M |
| 毛利率 | 88.9% | 32.2% |
| 营业利润率 | -34.8% | — |
| 净利率 | -34.0% | 2.2% |
| 营收同比 | 9.3% | 5.2% |
| 净利润同比 | -19.4% | 421.4% |
| 每股收益（稀释后） | $-0.29 | $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ASANROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $201.0M | $201.5M | ||
| Q3 25 | $196.9M | $216.0M | ||
| Q2 25 | $187.3M | $202.8M | ||
| Q1 25 | $188.3M | $190.5M | ||
| Q4 24 | $183.9M | $192.2M | ||
| Q3 24 | $179.2M | $210.3M | ||
| Q2 24 | $172.4M | $214.2M |
净利润ASANROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-68.4M | $4.6M | ||
| Q3 25 | $-48.4M | $8.6M | ||
| Q2 25 | $-40.0M | $-73.6M | ||
| Q1 25 | $-62.3M | $-1.4M | ||
| Q4 24 | $-57.3M | $-500.0K | ||
| Q3 24 | $-72.2M | $10.7M | ||
| Q2 24 | $-63.7M | $8.1M |
毛利率ASANROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 88.9% | 31.5% | ||
| Q3 25 | 89.7% | 33.5% | ||
| Q2 25 | 89.7% | 31.6% | ||
| Q1 25 | 89.6% | 29.9% | ||
| Q4 24 | 89.2% | 32.1% | ||
| Q3 24 | 88.8% | 35.2% | ||
| Q2 24 | 89.7% | 34.1% |
营业利润率ASANROG
| Q1 26 | — | — | ||
| Q4 25 | -34.8% | 3.5% | ||
| Q3 25 | -25.1% | 7.3% | ||
| Q2 25 | -23.4% | -33.3% | ||
| Q1 25 | -33.8% | -0.2% | ||
| Q4 24 | -32.7% | -6.6% | ||
| Q3 24 | -42.9% | 6.9% | ||
| Q2 24 | -38.4% | 5.3% |
净利率ASANROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -34.0% | 2.3% | ||
| Q3 25 | -24.6% | 4.0% | ||
| Q2 25 | -21.4% | -36.3% | ||
| Q1 25 | -33.1% | -0.7% | ||
| Q4 24 | -31.2% | -0.3% | ||
| Q3 24 | -40.3% | 5.1% | ||
| Q2 24 | -37.0% | 3.8% |
每股收益（稀释后）ASANROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.29 | $0.20 | ||
| Q3 25 | $-0.20 | $0.48 | ||
| Q2 25 | $-0.17 | $-4.00 | ||
| Q1 25 | $-0.27 | $-0.08 | ||
| Q4 24 | $-0.25 | $-0.04 | ||
| Q3 24 | $-0.31 | $0.58 | ||
| Q2 24 | $-0.28 | $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 | $183.5M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $188.4M | $1.2B |
| 总资产 | $840.4M | $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ASANROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $183.5M | $197.0M | ||
| Q3 25 | $184.1M | $167.8M | ||
| Q2 25 | $193.8M | $157.2M | ||
| Q1 25 | $184.7M | $175.6M | ||
| Q4 24 | $196.8M | $159.8M | ||
| Q3 24 | $219.4M | $146.4M | ||
| Q2 24 | $222.0M | $119.9M |
股东权益ASANROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $188.4M | $1.2B | ||
| Q3 25 | $224.6M | $1.2B | ||
| Q2 25 | $236.3M | $1.2B | ||
| Q1 25 | $227.5M | $1.3B | ||
| Q4 24 | $239.3M | $1.3B | ||
| Q3 24 | $291.9M | $1.3B | ||
| Q2 24 | $319.9M | $1.3B |
总资产ASANROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $840.4M | $1.4B | ||
| Q3 25 | $883.2M | $1.4B | ||
| Q2 25 | $877.1M | $1.5B | ||
| Q1 25 | $891.4M | $1.5B | ||
| Q4 24 | $874.2M | $1.5B | ||
| Q3 24 | $945.4M | $1.5B | ||
| Q2 24 | $978.2M | $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 | $16.2M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $15.5M | $1.1M |
| 自由现金流率自由现金流/营收 | 7.7% | 0.5% |
| 资本支出强度资本支出/营收 | 0.3% | 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 | $74.5M | $70.1M |
8季度趋势，按日历期对齐
经营现金流ASANROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $16.2M | $46.9M | ||
| Q3 25 | $39.8M | $28.9M | ||
| Q2 25 | $6.8M | $13.7M | ||
| Q1 25 | $15.9M | $11.7M | ||
| Q4 24 | $-14.9M | $33.7M | ||
| Q3 24 | $15.9M | $42.4M | ||
| Q2 24 | $-1.9M | $22.9M |
自由现金流ASANROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $15.5M | $42.2M | ||
| Q3 25 | $38.5M | $21.2M | ||
| Q2 25 | $6.1M | $5.6M | ||
| Q1 25 | $14.3M | $2.1M | ||
| Q4 24 | $-16.3M | $18.3M | ||
| Q3 24 | $14.2M | $25.2M | ||
| Q2 24 | $-2.9M | $8.8M |
自由现金流率ASANROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 7.7% | 20.9% | ||
| Q3 25 | 19.6% | 9.8% | ||
| Q2 25 | 3.3% | 2.8% | ||
| Q1 25 | 7.6% | 1.1% | ||
| Q4 24 | -8.8% | 9.5% | ||
| Q3 24 | 7.9% | 12.0% | ||
| Q2 24 | -1.7% | 4.1% |
资本支出强度ASANROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.3% | 2.3% | ||
| Q3 25 | 0.7% | 3.6% | ||
| Q2 25 | 0.3% | 4.0% | ||
| Q1 25 | 0.8% | 5.0% | ||
| Q4 24 | 0.7% | 8.0% | ||
| Q3 24 | 0.9% | 8.2% | ||
| Q2 24 | 0.6% | 6.6% |
现金转化率ASANROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 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
ASAN
| US | $118.5M | 59% |
| Non Us | $82.5M | 41% |
ROG
暂无分部数据
