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BankUnited, Inc.（BKU）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
BankUnited, Inc.的季度营收约是ROGERS CORP的1.4倍（$288.2M vs $200.5M），BankUnited, Inc.同比增速更快（9.0% vs 5.2%），过去两年BankUnited, Inc.的营收复合增速更高（9.2% vs -3.3%）
BankUnited, Inc.是美国国民银行BankUnited, N.A.的控股公司，成立于1984年，总部位于佛罗里达州迈阿密莱克斯。业务覆盖佛罗里达州、佐治亚州亚特兰大及周边、得克萨斯州达拉斯、新泽西州莫里斯敦、北卡罗来纳州夏洛特，以及纽约大都会区，还通过全国性平台提供部分商业贷款和存款产品，截至2025年12月31日总资产达350亿美元。
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。
BKU vs ROG — 直观对比
营收规模更大
BKU
是对方的1.4倍
$200.5M
营收增速更快
BKU
高出3.7%
5.2%
两年增速更快
BKU
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $288.2M | $200.5M |
| 净利润 | — | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | 31.2% | — |
| 净利率 | — | 2.2% |
| 营收同比 | 9.0% | 5.2% |
| 净利润同比 | — | 421.4% |
| 每股收益（稀释后） | $0.89 | $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BKUROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $288.2M | $201.5M | ||
| Q3 25 | $275.7M | $216.0M | ||
| Q2 25 | $273.9M | $202.8M | ||
| Q1 25 | $255.4M | $190.5M | ||
| Q4 24 | $264.5M | $192.2M | ||
| Q3 24 | $257.0M | $210.3M | ||
| Q2 24 | $250.2M | $214.2M |
净利润BKUROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | — | $4.6M | ||
| Q3 25 | $71.9M | $8.6M | ||
| Q2 25 | $68.8M | $-73.6M | ||
| Q1 25 | $58.5M | $-1.4M | ||
| Q4 24 | — | $-500.0K | ||
| Q3 24 | $61.5M | $10.7M | ||
| Q2 24 | $53.7M | $8.1M |
毛利率BKUROG
| 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BKUROG
| Q1 26 | — | — | ||
| Q4 25 | 31.2% | 3.5% | ||
| Q3 25 | 35.5% | 7.3% | ||
| Q2 25 | 34.3% | -33.3% | ||
| Q1 25 | 31.4% | -0.2% | ||
| Q4 24 | 35.2% | -6.6% | ||
| Q3 24 | 32.4% | 6.9% | ||
| Q2 24 | 29.2% | 5.3% |
净利率BKUROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | 26.1% | 4.0% | ||
| Q2 25 | 25.1% | -36.3% | ||
| Q1 25 | 22.9% | -0.7% | ||
| Q4 24 | — | -0.3% | ||
| Q3 24 | 23.9% | 5.1% | ||
| Q2 24 | 21.5% | 3.8% |
每股收益（稀释后）BKUROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.89 | $0.20 | ||
| Q3 25 | $0.95 | $0.48 | ||
| Q2 25 | $0.91 | $-4.00 | ||
| Q1 25 | $0.78 | $-0.08 | ||
| Q4 24 | $0.91 | $-0.04 | ||
| Q3 24 | $0.81 | $0.58 | ||
| Q2 24 | $0.72 | $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 | $217.8M | $195.8M |
| 总债务越低越好 | $319.7M | — |
| 股东权益账面价值 | $3.1B | $1.2B |
| 总资产 | $35.0B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.10× | — |
8季度趋势，按日历期对齐
现金及短期投资BKUROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $217.8M | $197.0M | ||
| Q3 25 | $559.5M | $167.8M | ||
| Q2 25 | $801.3M | $157.2M | ||
| Q1 25 | $443.7M | $175.6M | ||
| Q4 24 | $491.1M | $159.8M | ||
| Q3 24 | $889.9M | $146.4M | ||
| Q2 24 | $433.5M | $119.9M |
总债务BKUROG
| Q1 26 | — | — | ||
| Q4 25 | $319.7M | — | ||
| Q3 25 | $320.4M | — | ||
| Q2 25 | $708.9M | — | ||
| Q1 25 | $709.1M | — | ||
| Q4 24 | $708.6M | — | ||
| Q3 24 | $708.7M | — | ||
| Q2 24 | $708.8M | — |
股东权益BKUROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $3.1B | $1.2B | ||
| Q3 25 | $3.0B | $1.2B | ||
| Q2 25 | $3.0B | $1.2B | ||
| Q1 25 | $2.9B | $1.3B | ||
| Q4 24 | $2.8B | $1.3B | ||
| Q3 24 | $2.8B | $1.3B | ||
| Q2 24 | $2.7B | $1.3B |
总资产BKUROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $35.0B | $1.4B | ||
| Q3 25 | $35.1B | $1.4B | ||
| Q2 25 | $35.5B | $1.5B | ||
| Q1 25 | $34.8B | $1.5B | ||
| Q4 24 | $35.2B | $1.5B | ||
| Q3 24 | $35.8B | $1.5B | ||
| Q2 24 | $35.4B | $1.5B |
负债/权益比BKUROG
| Q1 26 | — | — | ||
| Q4 25 | 0.10× | — | ||
| Q3 25 | 0.11× | — | ||
| Q2 25 | 0.24× | — | ||
| Q1 25 | 0.24× | — | ||
| Q4 24 | 0.25× | — | ||
| Q3 24 | 0.25× | — | ||
| Q2 24 | 0.26× | — |
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 | $358.6M | $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BKUROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $358.6M | $46.9M | ||
| Q3 25 | $99.7M | $28.9M | ||
| Q2 25 | $117.6M | $13.7M | ||
| Q1 25 | $16.4M | $11.7M | ||
| Q4 24 | $433.8M | $33.7M | ||
| Q3 24 | $46.1M | $42.4M | ||
| Q2 24 | $135.7M | $22.9M |
自由现金流BKUROG
| 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BKUROG
| 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BKUROG
| 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BKUROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | 1.39× | 3.36× | ||
| Q2 25 | 1.71× | — | ||
| Q1 25 | 0.28× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.75× | 3.96× | ||
| Q2 24 | 2.53× | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
