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黑莓（BB）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的季度营收约是黑莓的1.4倍（$200.5M vs $141.8M），黑莓净利率更高（9.7% vs 2.2%，领先7.4%），ROGERS CORP同比增速更快（5.2% vs -0.8%），黑莓自由现金流更多（$17.4M vs $1.1M），过去两年黑莓的营收复合增速更高（17.8% vs -3.3%）
黑莓有限公司（前身为动态研究公司，简称RIM）是加拿大专注于安全通信与物联网领域的软件企业，成立于1984年。早年曾推出黑莓品牌双向寻呼机、智能手机及平板电脑产品，后续转型提供软件与服务，拥有多项核心软件应用专利。
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。
BB vs ROG — 直观对比
营收规模更大
ROG
是对方的1.4倍
$141.8M
营收增速更快
ROG
高出6.1%
-0.8%
净利率更高
BB
高出7.4%
2.2%
自由现金流更多
BB
多$16.3M
$1.1M
两年增速更快
BB
近两年复合增速
-3.3%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $141.8M | $200.5M |
| 净利润 | $13.7M | $4.5M |
| 毛利率 | 77.5% | 32.2% |
| 营业利润率 | 8.4% | — |
| 净利率 | 9.7% | 2.2% |
| 营收同比 | -0.8% | 5.2% |
| 净利润同比 | 224.5% | 421.4% |
| 每股收益（稀释后） | $0.02 | $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BBROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $141.8M | $201.5M | ||
| Q3 25 | $129.6M | $216.0M | ||
| Q2 25 | $121.7M | $202.8M | ||
| Q1 25 | $141.7M | $190.5M | ||
| Q4 24 | $143.6M | $192.2M | ||
| Q3 24 | $126.2M | $210.3M | ||
| Q2 24 | $123.4M | $214.2M |
净利润BBROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $13.7M | $4.6M | ||
| Q3 25 | $13.3M | $8.6M | ||
| Q2 25 | $1.9M | $-73.6M | ||
| Q1 25 | $-7.4M | $-1.4M | ||
| Q4 24 | $-10.5M | $-500.0K | ||
| Q3 24 | $-19.7M | $10.7M | ||
| Q2 24 | $-41.4M | $8.1M |
毛利率BBROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 77.5% | 31.5% | ||
| Q3 25 | 74.5% | 33.5% | ||
| Q2 25 | 74.2% | 31.6% | ||
| Q1 25 | 73.5% | 29.9% | ||
| Q4 24 | 78.1% | 32.1% | ||
| Q3 24 | 70.2% | 35.2% | ||
| Q2 24 | 72.9% | 34.1% |
营业利润率BBROG
| Q1 26 | — | — | ||
| Q4 25 | 8.4% | 3.5% | ||
| Q3 25 | 8.9% | 7.3% | ||
| Q2 25 | 1.6% | -33.3% | ||
| Q1 25 | -5.6% | -0.2% | ||
| Q4 24 | 13.6% | -6.6% | ||
| Q3 24 | 1.7% | 6.9% | ||
| Q2 24 | -10.5% | 5.3% |
净利率BBROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 9.7% | 2.3% | ||
| Q3 25 | 10.3% | 4.0% | ||
| Q2 25 | 1.6% | -36.3% | ||
| Q1 25 | -5.2% | -0.7% | ||
| Q4 24 | -7.3% | -0.3% | ||
| Q3 24 | -15.6% | 5.1% | ||
| Q2 24 | -33.5% | 3.8% |
每股收益（稀释后）BBROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.02 | $0.20 | ||
| Q3 25 | $0.02 | $0.48 | ||
| Q2 25 | $0.00 | $-4.00 | ||
| Q1 25 | $-0.01 | $-0.08 | ||
| Q4 24 | $-0.02 | $-0.04 | ||
| Q3 24 | $-0.03 | $0.58 | ||
| Q2 24 | $-0.07 | $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 | $304.2M | $195.8M |
| 总债务越低越好 | $196.2M | — |
| 股东权益账面价值 | $741.1M | $1.2B |
| 总资产 | $1.2B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.26× | — |
8季度趋势，按日历期对齐
现金及短期投资BBROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $304.2M | $197.0M | ||
| Q3 25 | $290.5M | $167.8M | ||
| Q2 25 | $306.6M | $157.2M | ||
| Q1 25 | $337.8M | $175.6M | ||
| Q4 24 | $220.0M | $159.8M | ||
| Q3 24 | $211.0M | $146.4M | ||
| Q2 24 | $229.0M | $119.9M |
总债务BBROG
| Q1 26 | — | — | ||
| Q4 25 | $196.2M | — | ||
| Q3 25 | $195.9M | — | ||
| Q2 25 | $195.6M | — | ||
| Q1 25 | $195.3M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BBROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $741.1M | $1.2B | ||
| Q3 25 | $725.1M | $1.2B | ||
| Q2 25 | $725.1M | $1.2B | ||
| Q1 25 | $719.9M | $1.3B | ||
| Q4 24 | $725.2M | $1.3B | ||
| Q3 24 | $732.1M | $1.3B | ||
| Q2 24 | $742.6M | $1.3B |
总资产BBROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.3B | $1.5B |
负债/权益比BBROG
| Q1 26 | — | — | ||
| Q4 25 | 0.26× | — | ||
| Q3 25 | 0.27× | — | ||
| Q2 25 | 0.27× | — | ||
| Q1 25 | 0.27× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $18.3M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $17.4M | $1.1M |
| 自由现金流率自由现金流/营收 | 12.3% | 0.5% |
| 资本支出强度资本支出/营收 | 0.6% | 2.3% |
| 现金转化率经营现金流/净利润 | 1.34× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $42.8M | $70.1M |
8季度趋势，按日历期对齐
经营现金流BBROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $18.3M | $46.9M | ||
| Q3 25 | $3.9M | $28.9M | ||
| Q2 25 | $-18.0M | $13.7M | ||
| Q1 25 | $41.6M | $11.7M | ||
| Q4 24 | $6.0M | $33.7M | ||
| Q3 24 | $-16.0M | $42.4M | ||
| Q2 24 | $-15.1M | $22.9M |
自由现金流BBROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $17.4M | $42.2M | ||
| Q3 25 | $3.1M | $21.2M | ||
| Q2 25 | $-18.9M | $5.6M | ||
| Q1 25 | $41.2M | $2.1M | ||
| Q4 24 | $5.2M | $18.3M | ||
| Q3 24 | $-16.5M | $25.2M | ||
| Q2 24 | $-16.5M | $8.8M |
自由现金流率BBROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 12.3% | 20.9% | ||
| Q3 25 | 2.4% | 9.8% | ||
| Q2 25 | -15.5% | 2.8% | ||
| Q1 25 | 29.1% | 1.1% | ||
| Q4 24 | 3.6% | 9.5% | ||
| Q3 24 | -13.1% | 12.0% | ||
| Q2 24 | -13.4% | 4.1% |
资本支出强度BBROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.6% | 2.3% | ||
| Q3 25 | 0.6% | 3.6% | ||
| Q2 25 | 0.7% | 4.0% | ||
| Q1 25 | 0.3% | 5.0% | ||
| Q4 24 | 0.6% | 8.0% | ||
| Q3 24 | 0.4% | 8.2% | ||
| Q2 24 | 1.1% | 6.6% |
现金转化率BBROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 1.34× | 10.20× | ||
| Q3 25 | 0.29× | 3.36× | ||
| Q2 25 | -9.47× | — | ||
| 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
BB
| QNX | $68.7M | 48% |
| Secure Communication | $67.0M | 47% |
| Licensing | $6.1M | 4% |
ROG
暂无分部数据
