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AZZ INC（AZZ）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
AZZ INC的季度营收约是ROGERS CORP的1.9倍（$385.1M vs $200.5M），AZZ INC净利率更高（4.1% vs 2.2%，领先1.9%），AZZ INC同比增速更快（9.4% vs 5.2%），过去两年ROGERS CORP的营收复合增速更高（-3.3% vs -3.5%）
AZZ公司是全球领先的金属防护解决方案供应商，主营热浸镀锌、表面涂层处理服务及特种电气、工业零部件，主要服务于北美及其他核心国际市场的建筑、能源、基建、制造等下游领域。
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。
AZZ vs ROG — 直观对比
营收规模更大
AZZ
是对方的1.9倍
$200.5M
营收增速更快
AZZ
高出4.2%
5.2%
净利率更高
AZZ
高出1.9%
2.2%
两年增速更快
ROG
近两年复合增速
-3.5%
损益表 — Q4 FY2027 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $200.5M |
| 净利润 | $15.9M | $4.5M |
| 毛利率 | 22.7% | 32.2% |
| 营业利润率 | 14.8% | — |
| 净利率 | 4.1% | 2.2% |
| 营收同比 | 9.4% | 5.2% |
| 净利润同比 | 146.3% | 421.4% |
| 每股收益（稀释后） | $0.53 | $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AZZROG
| Q4 26 | $385.1M | — | ||
| Q1 26 | — | $200.5M | ||
| Q4 25 | $425.7M | $201.5M | ||
| Q3 25 | $417.3M | $216.0M | ||
| Q2 25 | $422.0M | $202.8M | ||
| Q1 25 | $351.9M | $190.5M | ||
| Q4 24 | $403.7M | $192.2M | ||
| Q3 24 | $409.0M | $210.3M |
净利润AZZROG
| Q4 26 | $15.9M | — | ||
| Q1 26 | — | $4.5M | ||
| Q4 25 | $41.1M | $4.6M | ||
| Q3 25 | $89.3M | $8.6M | ||
| Q2 25 | $170.9M | $-73.6M | ||
| Q1 25 | $20.2M | $-1.4M | ||
| Q4 24 | $33.6M | $-500.0K | ||
| Q3 24 | $35.4M | $10.7M |
毛利率AZZROG
| Q4 26 | 22.7% | — | ||
| Q1 26 | — | 32.2% | ||
| Q4 25 | 23.9% | 31.5% | ||
| Q3 25 | 24.3% | 33.5% | ||
| Q2 25 | 24.7% | 31.6% | ||
| Q1 25 | 22.4% | 29.9% | ||
| Q4 24 | 24.2% | 32.1% | ||
| Q3 24 | 25.3% | 35.2% |
营业利润率AZZROG
| Q4 26 | 14.8% | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 16.3% | 3.5% | ||
| Q3 25 | 16.4% | 7.3% | ||
| Q2 25 | 16.5% | -33.3% | ||
| Q1 25 | 11.5% | -0.2% | ||
| Q4 24 | 14.5% | -6.6% | ||
| Q3 24 | 16.5% | 6.9% |
净利率AZZROG
| Q4 26 | 4.1% | — | ||
| Q1 26 | — | 2.2% | ||
| Q4 25 | 9.6% | 2.3% | ||
| Q3 25 | 21.4% | 4.0% | ||
| Q2 25 | 40.5% | -36.3% | ||
| Q1 25 | 5.7% | -0.7% | ||
| Q4 24 | 8.3% | -0.3% | ||
| Q3 24 | 8.7% | 5.1% |
每股收益（稀释后）AZZROG
| Q4 26 | $0.53 | — | ||
| Q1 26 | — | $0.25 | ||
| Q4 25 | $1.36 | $0.20 | ||
| Q3 25 | $2.95 | $0.48 | ||
| Q2 25 | $5.66 | $-4.00 | ||
| Q1 25 | $0.87 | $-0.08 | ||
| Q4 24 | $1.12 | $-0.04 | ||
| Q3 24 | $1.18 | $0.58 |
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 | — | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $1.2B |
| 总资产 | $2.2B | $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AZZROG
| Q4 26 | — | — | ||
| Q1 26 | — | $195.8M | ||
| Q4 25 | $623.0K | $197.0M | ||
| Q3 25 | $897.0K | $167.8M | ||
| Q2 25 | $3.0M | $157.2M | ||
| Q1 25 | $1.5M | $175.6M | ||
| Q4 24 | $1.5M | $159.8M | ||
| Q3 24 | $2.2M | $146.4M |
股东权益AZZROG
| Q4 26 | $1.3B | — | ||
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.3B | $1.2B | ||
| Q3 25 | $1.3B | $1.2B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $999.8M | $1.3B |
总资产AZZROG
| Q4 26 | $2.2B | — | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.2B | $1.4B | ||
| Q3 25 | $2.2B | $1.4B | ||
| Q2 25 | $2.2B | $1.5B | ||
| Q1 25 | $2.2B | $1.5B | ||
| Q4 24 | $2.2B | $1.5B | ||
| Q3 24 | $2.2B | $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 | $525.4M | $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 | — | 2.3% |
| 现金转化率经营现金流/净利润 | 32.98× | 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AZZROG
| Q4 26 | $525.4M | — | ||
| Q1 26 | — | $5.8M | ||
| Q4 25 | $79.7M | $46.9M | ||
| Q3 25 | $58.4M | $28.9M | ||
| Q2 25 | $314.8M | $13.7M | ||
| Q1 25 | — | $11.7M | ||
| Q4 24 | $66.2M | $33.7M | ||
| Q3 24 | $47.5M | $42.4M |
自由现金流AZZROG
| Q4 26 | — | — | ||
| Q1 26 | — | $1.1M | ||
| Q4 25 | $61.2M | $42.2M | ||
| Q3 25 | $39.1M | $21.2M | ||
| Q2 25 | $293.9M | $5.6M | ||
| Q1 25 | — | $2.1M | ||
| Q4 24 | $39.7M | $18.3M | ||
| Q3 24 | $15.4M | $25.2M |
自由现金流率AZZROG
| Q4 26 | — | — | ||
| Q1 26 | — | 0.5% | ||
| Q4 25 | 14.4% | 20.9% | ||
| Q3 25 | 9.4% | 9.8% | ||
| Q2 25 | 69.6% | 2.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | 9.8% | 9.5% | ||
| Q3 24 | 3.8% | 12.0% |
资本支出强度AZZROG
| Q4 26 | — | — | ||
| Q1 26 | — | 2.3% | ||
| Q4 25 | 4.4% | 2.3% | ||
| Q3 25 | 4.6% | 3.6% | ||
| Q2 25 | 5.0% | 4.0% | ||
| Q1 25 | 8.5% | 5.0% | ||
| Q4 24 | 6.6% | 8.0% | ||
| Q3 24 | 7.8% | 8.2% |
现金转化率AZZROG
| Q4 26 | 32.98× | — | ||
| Q1 26 | — | 1.29× | ||
| Q4 25 | 1.94× | 10.20× | ||
| Q3 25 | 0.65× | 3.36× | ||
| Q2 25 | 1.84× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.97× | — | ||
| Q3 24 | 1.34× | 3.96× |
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
AZZ
| Precoat Metals | $198.6M | 52% |
| Metal Coatings | $186.5M | 48% |
ROG
暂无分部数据
