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BEL FUSE INC（BELFA）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BEL FUSE INC的1.1倍（$200.5M vs $178.5M），BEL FUSE INC净利率更高（8.4% vs 2.2%，领先6.2%），BEL FUSE INC同比增速更快（17.2% vs 5.2%），过去两年BEL FUSE INC的营收复合增速更高（15.8% vs -3.3%）
Bel Fuse Inc.是一家全球化电子元器件制造商，主营互连解决方案、磁元件及电路保护产品，服务汽车、数据通信、航空航天、工业、消费电子等领域的原始设备制造商和合同制造商，业务覆盖北美、欧洲、亚洲多地。
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。
BELFA vs ROG — 直观对比
营收规模更大
ROG
是对方的1.1倍
$178.5M
营收增速更快
BELFA
高出12.0%
5.2%
净利率更高
BELFA
高出6.2%
2.2%
两年增速更快
BELFA
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $178.5M | $200.5M |
| 净利润 | $15.0M | $4.5M |
| 毛利率 | 39.0% | 32.2% |
| 营业利润率 | 13.3% | — |
| 净利率 | 8.4% | 2.2% |
| 营收同比 | 17.2% | 5.2% |
| 净利润同比 | -18.2% | 421.4% |
| 每股收益（稀释后） | — | $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BELFAROG
| Q1 26 | $178.5M | $200.5M | ||
| Q4 25 | $175.9M | $201.5M | ||
| Q3 25 | $179.0M | $216.0M | ||
| Q2 25 | $168.3M | $202.8M | ||
| Q1 25 | $152.2M | $190.5M | ||
| Q4 24 | $149.9M | $192.2M | ||
| Q3 24 | $123.6M | $210.3M | ||
| Q2 24 | $133.2M | $214.2M |
净利润BELFAROG
| Q1 26 | $15.0M | $4.5M | ||
| Q4 25 | $6.4M | $4.6M | ||
| Q3 25 | $22.6M | $8.6M | ||
| Q2 25 | $26.8M | $-73.6M | ||
| Q1 25 | $17.9M | $-1.4M | ||
| Q4 24 | $6.4M | $-500.0K | ||
| Q3 24 | $8.1M | $10.7M | ||
| Q2 24 | $18.8M | $8.1M |
毛利率BELFAROG
| Q1 26 | 39.0% | 32.2% | ||
| Q4 25 | 39.4% | 31.5% | ||
| Q3 25 | 39.7% | 33.5% | ||
| Q2 25 | 38.7% | 31.6% | ||
| Q1 25 | 38.6% | 29.9% | ||
| Q4 24 | 37.5% | 32.1% | ||
| Q3 24 | 36.1% | 35.2% | ||
| Q2 24 | 40.1% | 34.1% |
营业利润率BELFAROG
| Q1 26 | 13.3% | — | ||
| Q4 25 | 14.7% | 3.5% | ||
| Q3 25 | 16.9% | 7.3% | ||
| Q2 25 | 17.7% | -33.3% | ||
| Q1 25 | 16.4% | -0.2% | ||
| Q4 24 | 8.3% | -6.6% | ||
| Q3 24 | 9.3% | 6.9% | ||
| Q2 24 | 17.0% | 5.3% |
净利率BELFAROG
| Q1 26 | 8.4% | 2.2% | ||
| Q4 25 | 3.7% | 2.3% | ||
| Q3 25 | 12.6% | 4.0% | ||
| Q2 25 | 15.9% | -36.3% | ||
| Q1 25 | 11.7% | -0.7% | ||
| Q4 24 | 4.3% | -0.3% | ||
| Q3 24 | 6.5% | 5.1% | ||
| Q2 24 | 14.1% | 3.8% |
每股收益（稀释后）BELFAROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | — | $0.20 | ||
| Q3 25 | — | $0.48 | ||
| Q2 25 | — | $-4.00 | ||
| Q1 25 | — | $-0.08 | ||
| Q4 24 | — | $-0.04 | ||
| Q3 24 | — | $0.58 | ||
| Q2 24 | — | $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 | $59.4M | $195.8M |
| 总债务越低越好 | $204.5M | — |
| 股东权益账面价值 | $438.9M | $1.2B |
| 总资产 | $951.9M | $1.4B |
| 负债/权益比越低杠杆越低 | 0.47× | — |
8季度趋势，按日历期对齐
现金及短期投资BELFAROG
| Q1 26 | $59.4M | $195.8M | ||
| Q4 25 | $57.8M | $197.0M | ||
| Q3 25 | $57.7M | $167.8M | ||
| Q2 25 | $59.3M | $157.2M | ||
| Q1 25 | $65.9M | $175.6M | ||
| Q4 24 | $68.3M | $159.8M | ||
| Q3 24 | $134.3M | $146.4M | ||
| Q2 24 | $85.0M | $119.9M |
总债务BELFAROG
| Q1 26 | $204.5M | — | ||
| Q4 25 | $197.5M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $287.5M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BELFAROG
| Q1 26 | $438.9M | $1.2B | ||
| Q4 25 | $425.5M | $1.2B | ||
| Q3 25 | $427.8M | $1.2B | ||
| Q2 25 | $404.7M | $1.2B | ||
| Q1 25 | $376.9M | $1.3B | ||
| Q4 24 | $360.6M | $1.3B | ||
| Q3 24 | $367.4M | $1.3B | ||
| Q2 24 | $356.4M | $1.3B |
总资产BELFAROG
| Q1 26 | $951.9M | $1.4B | ||
| Q4 25 | $935.2M | $1.4B | ||
| Q3 25 | $952.8M | $1.4B | ||
| Q2 25 | $950.6M | $1.5B | ||
| Q1 25 | $940.5M | $1.5B | ||
| Q4 24 | $949.8M | $1.5B | ||
| Q3 24 | $584.4M | $1.5B | ||
| Q2 24 | $567.6M | $1.5B |
负债/权益比BELFAROG
| Q1 26 | 0.47× | — | ||
| Q4 25 | 0.46× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.80× | — | ||
| 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 | $13.8M | $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 | 0.92× | 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BELFAROG
| Q1 26 | $13.8M | $5.8M | ||
| Q4 25 | $29.6M | $46.9M | ||
| Q3 25 | $22.2M | $28.9M | ||
| Q2 25 | $20.7M | $13.7M | ||
| Q1 25 | $8.1M | $11.7M | ||
| Q4 24 | $8.3M | $33.7M | ||
| Q3 24 | $27.4M | $42.4M | ||
| Q2 24 | $32.2M | $22.9M |
自由现金流BELFAROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $26.1M | $42.2M | ||
| Q3 25 | $20.3M | $21.2M | ||
| Q2 25 | $16.8M | $5.6M | ||
| Q1 25 | $5.4M | $2.1M | ||
| Q4 24 | $2.1M | $18.3M | ||
| Q3 24 | $23.7M | $25.2M | ||
| Q2 24 | $30.8M | $8.8M |
自由现金流率BELFAROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 14.9% | 20.9% | ||
| Q3 25 | 11.4% | 9.8% | ||
| Q2 25 | 10.0% | 2.8% | ||
| Q1 25 | 3.5% | 1.1% | ||
| Q4 24 | 1.4% | 9.5% | ||
| Q3 24 | 19.2% | 12.0% | ||
| Q2 24 | 23.2% | 4.1% |
资本支出强度BELFAROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.9% | 2.3% | ||
| Q3 25 | 1.0% | 3.6% | ||
| Q2 25 | 2.3% | 4.0% | ||
| Q1 25 | 1.8% | 5.0% | ||
| Q4 24 | 4.1% | 8.0% | ||
| Q3 24 | 2.9% | 8.2% | ||
| Q2 24 | 1.0% | 6.6% |
现金转化率BELFAROG
| Q1 26 | 0.92× | 1.29× | ||
| Q4 25 | 4.59× | 10.20× | ||
| Q3 25 | 0.98× | 3.36× | ||
| Q2 25 | 0.77× | — | ||
| Q1 25 | 0.46× | — | ||
| Q4 24 | 1.30× | — | ||
| Q3 24 | 3.39× | 3.96× | ||
| Q2 24 | 1.71× | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
