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Bandwidth Inc.（BAND）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
Bandwidth Inc.的季度营收约是ROGERS CORP的1.0倍（$208.8M vs $200.5M），ROGERS CORP净利率更高（2.2% vs 1.9%，领先0.3%），Bandwidth Inc.同比增速更快（20.1% vs 5.2%），ROGERS CORP自由现金流更多（$1.1M vs $-1.0M），过去两年Bandwidth Inc.的营收复合增速更高（9.7% vs -3.3%）
Bandwidth Inc.是一家通信平台即服务提供商，依托自有全球IP语音网络，为客户提供语音、短信及应急服务相关的软件API产品，帮助开发者便捷集成通信功能，全球客户可借助其方案快速搭建符合需求的通信服务体系。
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。
BAND vs ROG — 直观对比
营收规模更大
BAND
是对方的1.0倍
$200.5M
营收增速更快
BAND
高出14.9%
5.2%
净利率更高
ROG
高出0.3%
1.9%
自由现金流更多
ROG
多$2.1M
$-1.0M
两年增速更快
BAND
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $208.8M | $200.5M |
| 净利润 | $4.0M | $4.5M |
| 毛利率 | 37.3% | 32.2% |
| 营业利润率 | 60.5% | — |
| 净利率 | 1.9% | 2.2% |
| 营收同比 | 20.1% | 5.2% |
| 净利润同比 | 200.0% | 421.4% |
| 每股收益（稀释后） | $-0.08 | $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BANDROG
| Q1 26 | $208.8M | $200.5M | ||
| Q4 25 | $207.7M | $201.5M | ||
| Q3 25 | $191.9M | $216.0M | ||
| Q2 25 | $180.0M | $202.8M | ||
| Q1 25 | $174.2M | $190.5M | ||
| Q4 24 | $210.0M | $192.2M | ||
| Q3 24 | $193.9M | $210.3M | ||
| Q2 24 | $173.6M | $214.2M |
净利润BANDROG
| Q1 26 | $4.0M | $4.5M | ||
| Q4 25 | — | $4.6M | ||
| Q3 25 | $-1.2M | $8.6M | ||
| Q2 25 | $-4.9M | $-73.6M | ||
| Q1 25 | $-3.7M | $-1.4M | ||
| Q4 24 | — | $-500.0K | ||
| Q3 24 | $413.0K | $10.7M | ||
| Q2 24 | $4.1M | $8.1M |
毛利率BANDROG
| Q1 26 | 37.3% | 32.2% | ||
| Q4 25 | 37.6% | 31.5% | ||
| Q3 25 | 38.5% | 33.5% | ||
| Q2 25 | 39.8% | 31.6% | ||
| Q1 25 | 41.0% | 29.9% | ||
| Q4 24 | 36.4% | 32.1% | ||
| Q3 24 | 37.7% | 35.2% | ||
| Q2 24 | 37.3% | 34.1% |
营业利润率BANDROG
| Q1 26 | 60.5% | — | ||
| Q4 25 | -1.9% | 3.5% | ||
| Q3 25 | -1.0% | 7.3% | ||
| Q2 25 | -2.1% | -33.3% | ||
| Q1 25 | -2.7% | -0.2% | ||
| Q4 24 | -1.3% | -6.6% | ||
| Q3 24 | -0.5% | 6.9% | ||
| Q2 24 | -3.5% | 5.3% |
净利率BANDROG
| Q1 26 | 1.9% | 2.2% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | -0.6% | 4.0% | ||
| Q2 25 | -2.7% | -36.3% | ||
| Q1 25 | -2.1% | -0.7% | ||
| Q4 24 | — | -0.3% | ||
| Q3 24 | 0.2% | 5.1% | ||
| Q2 24 | 2.3% | 3.8% |
每股收益（稀释后）BANDROG
| Q1 26 | $-0.08 | $0.25 | ||
| Q4 25 | $-0.10 | $0.20 | ||
| Q3 25 | $-0.04 | $0.48 | ||
| Q2 25 | $-0.16 | $-4.00 | ||
| Q1 25 | $-0.13 | $-0.08 | ||
| Q4 24 | $0.27 | $-0.04 | ||
| Q3 24 | $0.01 | $0.58 | ||
| Q2 24 | $-0.17 | $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 | $47.3M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $405.7M | $1.2B |
| 总资产 | $984.2M | $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BANDROG
| Q1 26 | $47.3M | $195.8M | ||
| Q4 25 | $111.3M | $197.0M | ||
| Q3 25 | $80.4M | $167.8M | ||
| Q2 25 | $68.1M | $157.2M | ||
| Q1 25 | $41.7M | $175.6M | ||
| Q4 24 | $83.8M | $159.8M | ||
| Q3 24 | $79.9M | $146.4M | ||
| Q2 24 | $76.4M | $119.9M |
股东权益BANDROG
| Q1 26 | $405.7M | $1.2B | ||
| Q4 25 | $400.0M | $1.2B | ||
| Q3 25 | $392.7M | $1.2B | ||
| Q2 25 | $384.5M | $1.2B | ||
| Q1 25 | $345.4M | $1.3B | ||
| Q4 24 | $312.5M | $1.3B | ||
| Q3 24 | $336.6M | $1.3B | ||
| Q2 24 | $307.4M | $1.3B |
总资产BANDROG
| Q1 26 | $984.2M | $1.4B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $964.4M | $1.5B | ||
| Q4 24 | $989.2M | $1.5B | ||
| Q3 24 | $1.0B | $1.5B | ||
| Q2 24 | $1.0B | $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 | — | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-1.0M | $1.1M |
| 自由现金流率自由现金流/营收 | -0.5% | 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 | — | 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BANDROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $38.6M | $46.9M | ||
| Q3 25 | $22.2M | $28.9M | ||
| Q2 25 | $31.7M | $13.7M | ||
| Q1 25 | $-3.1M | $11.7M | ||
| Q4 24 | $36.5M | $33.7M | ||
| Q3 24 | $20.5M | $42.4M | ||
| Q2 24 | $24.4M | $22.9M |
自由现金流BANDROG
| Q1 26 | $-1.0M | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | — | $21.2M | ||
| Q2 25 | — | $5.6M | ||
| Q1 25 | — | $2.1M | ||
| Q4 24 | — | $18.3M | ||
| Q3 24 | — | $25.2M | ||
| Q2 24 | — | $8.8M |
自由现金流率BANDROG
| Q1 26 | -0.5% | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | — | 4.1% |
资本支出强度BANDROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | — | 6.6% |
现金转化率BANDROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 49.55× | 3.96× | ||
| Q2 24 | 6.03× | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
