vs
BRANDYWINE REALTY TRUST(BDN)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BRANDYWINE REALTY TRUST的1.6倍($200.5M vs $127.0M),ROGERS CORP净利率更高(2.2% vs -38.4%,领先40.7%),ROGERS CORP同比增速更快(5.2% vs 4.5%),过去两年BRANDYWINE REALTY TRUST的营收复合增速更高(0.7% vs -3.3%)
白兰地房地产信托是一家总部位于费城的房地产投资信托基金(REIT),核心投资方向为费城、华盛顿特区以及德克萨斯州奥斯汀的写字楼物业,是美国聚焦核心都市商务地产的专业REIT运营商。
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。
BDN vs ROG — 直观对比
营收规模更大
ROG
是对方的1.6倍
$127.0M
营收增速更快
ROG
高出0.7%
4.5%
净利率更高
ROG
高出40.7%
-38.4%
两年增速更快
BDN
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $127.0M | $200.5M |
| 净利润 | $-48.8M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | 1.2% | — |
| 净利率 | -38.4% | 2.2% |
| 营收同比 | 4.5% | 5.2% |
| 净利润同比 | -80.4% | 421.4% |
| 每股收益(稀释后) | $-0.28 | $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
BDN
ROG
| Q1 26 | $127.0M | $200.5M | ||
| Q4 25 | $121.0M | $201.5M | ||
| Q3 25 | $121.4M | $216.0M | ||
| Q2 25 | $120.6M | $202.8M | ||
| Q1 25 | $121.5M | $190.5M | ||
| Q4 24 | $121.9M | $192.2M | ||
| Q3 24 | $131.8M | $210.3M | ||
| Q2 24 | $125.3M | $214.2M |
净利润
BDN
ROG
| Q1 26 | $-48.8M | $4.5M | ||
| Q4 25 | $-36.7M | $4.6M | ||
| Q3 25 | $-25.9M | $8.6M | ||
| Q2 25 | $-88.7M | $-73.6M | ||
| Q1 25 | $-27.0M | $-1.4M | ||
| Q4 24 | $-44.5M | $-500.0K | ||
| Q3 24 | $-165.2M | $10.7M | ||
| Q2 24 | $30.2M | $8.1M |
毛利率
BDN
ROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 61.3% | 31.5% | ||
| Q3 25 | 62.6% | 33.5% | ||
| Q2 25 | 62.4% | 31.6% | ||
| Q1 25 | 60.8% | 29.9% | ||
| Q4 24 | 61.2% | 32.1% | ||
| Q3 24 | 64.9% | 35.2% | ||
| Q2 24 | 63.1% | 34.1% |
营业利润率
BDN
ROG
| Q1 26 | 1.2% | — | ||
| Q4 25 | 22.8% | 3.5% | ||
| Q3 25 | 20.8% | 7.3% | ||
| Q2 25 | -34.3% | -33.3% | ||
| Q1 25 | 12.5% | -0.2% | ||
| Q4 24 | 18.0% | -6.6% | ||
| Q3 24 | -7.2% | 6.9% | ||
| Q2 24 | 15.5% | 5.3% |
净利率
BDN
ROG
| Q1 26 | -38.4% | 2.2% | ||
| Q4 25 | -30.3% | 2.3% | ||
| Q3 25 | -21.3% | 4.0% | ||
| Q2 25 | -73.5% | -36.3% | ||
| Q1 25 | -22.2% | -0.7% | ||
| Q4 24 | -36.5% | -0.3% | ||
| Q3 24 | -125.4% | 5.1% | ||
| Q2 24 | 24.1% | 3.8% |
每股收益(稀释后)
BDN
ROG
| Q1 26 | $-0.28 | $0.25 | ||
| Q4 25 | $-0.21 | $0.20 | ||
| Q3 25 | $-0.15 | $0.48 | ||
| Q2 25 | $-0.51 | $-4.00 | ||
| Q1 25 | $-0.16 | $-0.08 | ||
| Q4 24 | $-0.25 | $-0.04 | ||
| Q3 24 | $-0.96 | $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 | $36.2M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $1.2B |
| 总资产 | $3.6B | $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
BDN
ROG
| Q1 26 | $36.2M | $195.8M | ||
| Q4 25 | $32.3M | $197.0M | ||
| Q3 25 | $75.5M | $167.8M | ||
| Q2 25 | $122.6M | $157.2M | ||
| Q1 25 | $29.4M | $175.6M | ||
| Q4 24 | $90.2M | $159.8M | ||
| Q3 24 | $36.5M | $146.4M | ||
| Q2 24 | $30.4M | $119.9M |
总债务
BDN
ROG
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | — | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.2B | — |
股东权益
BDN
ROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $792.7M | $1.2B | ||
| Q3 25 | $841.5M | $1.2B | ||
| Q2 25 | $879.8M | $1.2B | ||
| Q1 25 | $993.6M | $1.3B | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.3B | $1.3B |
总资产
BDN
ROG
| Q1 26 | $3.6B | $1.4B | ||
| Q4 25 | $3.6B | $1.4B | ||
| Q3 25 | $3.3B | $1.4B | ||
| Q2 25 | $3.4B | $1.5B | ||
| Q1 25 | $3.4B | $1.5B | ||
| Q4 24 | $3.5B | $1.5B | ||
| Q3 24 | $3.6B | $1.5B | ||
| Q2 24 | $3.8B | $1.5B |
负债/权益比
BDN
ROG
| Q1 26 | — | — | ||
| Q4 25 | 3.23× | — | ||
| Q3 25 | 2.70× | — | ||
| Q2 25 | 2.63× | — | ||
| Q1 25 | 2.23× | — | ||
| Q4 24 | 2.13× | — | ||
| Q3 24 | 2.06× | — | ||
| Q2 24 | 1.73× | — |
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 | — | $1.1M |
| 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 | — | 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
BDN
ROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $116.7M | $46.9M | ||
| Q3 25 | $47.5M | $28.9M | ||
| Q2 25 | $34.4M | $13.7M | ||
| Q1 25 | $6.3M | $11.7M | ||
| Q4 24 | $181.1M | $33.7M | ||
| Q3 24 | $52.2M | $42.4M | ||
| Q2 24 | $48.2M | $22.9M |
自由现金流
BDN
ROG
| Q1 26 | — | $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
BDN
ROG
| Q1 26 | — | 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
BDN
ROG
| 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
BDN
ROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | 1.60× | 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
BDN
| Rents | $120.7M | 95% |
| Third party management fees, labor reimbursement and leasing | $4.7M | 4% |
ROG
暂无分部数据