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BANCFIRST CORP（BANF）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BANCFIRST CORP的1.1倍（$200.5M vs $181.0M），BANCFIRST CORP净利率更高（32.9% vs 2.2%，领先30.6%），BANCFIRST CORP同比增速更快（11.1% vs 5.2%），BANCFIRST CORP自由现金流更多（$237.0M vs $1.1M），过去两年BANCFIRST CORP的营收复合增速更高（9.5% vs -3.3%）
BancFirst Corporation是总部位于美国俄克拉荷马州的金融服务控股公司，旗下共运营三家附属银行：俄克拉荷马州特许银行BancFirst，以及得克萨斯州特许的Pegasus银行和沃辛顿银行，为两地市场提供多元金融服务。
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。
BANF vs ROG — 直观对比
营收规模更大
ROG
是对方的1.1倍
$181.0M
营收增速更快
BANF
高出5.8%
5.2%
净利率更高
BANF
高出30.6%
2.2%
自由现金流更多
BANF
多$235.9M
$1.1M
两年增速更快
BANF
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $181.0M | $200.5M |
| 净利润 | $59.5M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | 41.6% | — |
| 净利率 | 32.9% | 2.2% |
| 营收同比 | 11.1% | 5.2% |
| 净利润同比 | 5.3% | 421.4% |
| 每股收益（稀释后） | $1.75 | $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BANFROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $181.0M | $201.5M | ||
| Q3 25 | $175.5M | $216.0M | ||
| Q2 25 | $169.3M | $202.8M | ||
| Q1 25 | $164.8M | $190.5M | ||
| Q4 24 | $162.9M | $192.2M | ||
| Q3 24 | $163.7M | $210.3M | ||
| Q2 24 | $153.8M | $214.2M |
净利润BANFROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $59.5M | $4.6M | ||
| Q3 25 | $62.7M | $8.6M | ||
| Q2 25 | $62.3M | $-73.6M | ||
| Q1 25 | $56.1M | $-1.4M | ||
| Q4 24 | $56.5M | $-500.0K | ||
| Q3 24 | $58.9M | $10.7M | ||
| Q2 24 | $50.6M | $8.1M |
毛利率BANFROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
营业利润率BANFROG
| Q1 26 | — | — | ||
| Q4 25 | 41.6% | 3.5% | ||
| Q3 25 | 45.0% | 7.3% | ||
| Q2 25 | 47.1% | -33.3% | ||
| Q1 25 | 43.1% | -0.2% | ||
| Q4 24 | 44.2% | -6.6% | ||
| Q3 24 | 45.2% | 6.9% | ||
| Q2 24 | 42.4% | 5.3% |
净利率BANFROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 32.9% | 2.3% | ||
| Q3 25 | 35.7% | 4.0% | ||
| Q2 25 | 36.8% | -36.3% | ||
| Q1 25 | 34.0% | -0.7% | ||
| Q4 24 | 34.7% | -0.3% | ||
| Q3 24 | 36.0% | 5.1% | ||
| Q2 24 | 32.9% | 3.8% |
每股收益（稀释后）BANFROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $1.75 | $0.20 | ||
| Q3 25 | $1.85 | $0.48 | ||
| Q2 25 | $1.85 | $-4.00 | ||
| Q1 25 | $1.66 | $-0.08 | ||
| Q4 24 | $1.68 | $-0.04 | ||
| Q3 24 | $1.75 | $0.58 | ||
| Q2 24 | $1.51 | $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 | — | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.9B | $1.2B |
| 总资产 | $14.8B | $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BANFROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | — | $197.0M | ||
| Q3 25 | — | $167.8M | ||
| Q2 25 | — | $157.2M | ||
| Q1 25 | — | $175.6M | ||
| Q4 24 | — | $159.8M | ||
| Q3 24 | — | $146.4M | ||
| Q2 24 | — | $119.9M |
股东权益BANFROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.9B | $1.2B | ||
| Q3 25 | $1.8B | $1.2B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | $1.7B | $1.3B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.6B | $1.3B | ||
| Q2 24 | $1.5B | $1.3B |
总资产BANFROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $14.8B | $1.4B | ||
| Q3 25 | $14.2B | $1.4B | ||
| Q2 25 | $14.0B | $1.5B | ||
| Q1 25 | $14.0B | $1.5B | ||
| Q4 24 | $13.6B | $1.5B | ||
| Q3 24 | $13.3B | $1.5B | ||
| Q2 24 | $12.7B | $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 | $285.3M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $237.0M | $1.1M |
| 自由现金流率自由现金流/营收 | 130.9% | 0.5% |
| 资本支出强度资本支出/营收 | 26.7% | 2.3% |
| 现金转化率经营现金流/净利润 | 4.79× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $430.7M | $70.1M |
8季度趋势，按日历期对齐
经营现金流BANFROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $285.3M | $46.9M | ||
| Q3 25 | $75.4M | $28.9M | ||
| Q2 25 | $78.1M | $13.7M | ||
| Q1 25 | $77.0M | $11.7M | ||
| Q4 24 | $261.2M | $33.7M | ||
| Q3 24 | $77.6M | $42.4M | ||
| Q2 24 | $100.2M | $22.9M |
自由现金流BANFROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $237.0M | $42.2M | ||
| Q3 25 | $63.7M | $21.2M | ||
| Q2 25 | $64.4M | $5.6M | ||
| Q1 25 | $65.6M | $2.1M | ||
| Q4 24 | $224.5M | $18.3M | ||
| Q3 24 | $72.4M | $25.2M | ||
| Q2 24 | $94.1M | $8.8M |
自由现金流率BANFROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 130.9% | 20.9% | ||
| Q3 25 | 36.3% | 9.8% | ||
| Q2 25 | 38.0% | 2.8% | ||
| Q1 25 | 39.8% | 1.1% | ||
| Q4 24 | 137.8% | 9.5% | ||
| Q3 24 | 44.2% | 12.0% | ||
| Q2 24 | 61.2% | 4.1% |
资本支出强度BANFROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 26.7% | 2.3% | ||
| Q3 25 | 6.7% | 3.6% | ||
| Q2 25 | 8.1% | 4.0% | ||
| Q1 25 | 6.9% | 5.0% | ||
| Q4 24 | 22.5% | 8.0% | ||
| Q3 24 | 3.2% | 8.2% | ||
| Q2 24 | 3.9% | 6.6% |
现金转化率BANFROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 4.79× | 10.20× | ||
| Q3 25 | 1.20× | 3.36× | ||
| Q2 25 | 1.25× | — | ||
| Q1 25 | 1.37× | — | ||
| Q4 24 | 4.62× | — | ||
| Q3 24 | 1.32× | 3.96× | ||
| Q2 24 | 1.98× | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
