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Bumble Inc.（BMBL）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
Bumble Inc.的季度营收约是ROGERS CORP的1.1倍（$224.2M vs $200.5M），ROGERS CORP净利率更高（2.2% vs -218.7%，领先220.9%），ROGERS CORP同比增速更快（5.2% vs -14.3%），过去两年ROGERS CORP的营收复合增速更高（-3.3% vs -8.5%）
Bumble是一款主打在线交友与社交的移动应用，由惠特尼·沃尔夫·赫德创立，于2014年12月正式推出，目前由Bumble Inc.运营，该集团同时拥有知名交友平台Badoo。
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。
BMBL vs ROG — 直观对比
营收规模更大
BMBL
是对方的1.1倍
$200.5M
营收增速更快
ROG
高出19.6%
-14.3%
净利率更高
ROG
高出220.9%
-218.7%
两年增速更快
ROG
近两年复合增速
-8.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $224.2M | $200.5M |
| 净利润 | $-490.2M | $4.5M |
| 毛利率 | 71.2% | 32.2% |
| 营业利润率 | -256.8% | — |
| 净利率 | -218.7% | 2.2% |
| 营收同比 | -14.3% | 5.2% |
| 净利润同比 | -11829.5% | 421.4% |
| 每股收益（稀释后） | $-3.96 | $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BMBLROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $224.2M | $201.5M | ||
| Q3 25 | $246.2M | $216.0M | ||
| Q2 25 | $248.2M | $202.8M | ||
| Q1 25 | $247.1M | $190.5M | ||
| Q4 24 | $261.6M | $192.2M | ||
| Q3 24 | $273.6M | $210.3M | ||
| Q2 24 | $268.6M | $214.2M |
净利润BMBLROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-490.2M | $4.6M | ||
| Q3 25 | $37.3M | $8.6M | ||
| Q2 25 | $-253.7M | $-73.6M | ||
| Q1 25 | $13.4M | $-1.4M | ||
| Q4 24 | $4.2M | $-500.0K | ||
| Q3 24 | $-613.2M | $10.7M | ||
| Q2 24 | $27.4M | $8.1M |
毛利率BMBLROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 71.2% | 31.5% | ||
| Q3 25 | 71.9% | 33.5% | ||
| Q2 25 | 70.1% | 31.6% | ||
| Q1 25 | 70.3% | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
营业利润率BMBLROG
| Q1 26 | — | — | ||
| Q4 25 | -256.8% | 3.5% | ||
| Q3 25 | 25.9% | 7.3% | ||
| Q2 25 | -136.3% | -33.3% | ||
| Q1 25 | 18.1% | -0.2% | ||
| Q4 24 | 14.1% | -6.6% | ||
| Q3 24 | -306.3% | 6.9% | ||
| Q2 24 | 19.3% | 5.3% |
净利率BMBLROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -218.7% | 2.3% | ||
| Q3 25 | 15.2% | 4.0% | ||
| Q2 25 | -102.2% | -36.3% | ||
| Q1 25 | 5.4% | -0.7% | ||
| Q4 24 | 1.6% | -0.3% | ||
| Q3 24 | -224.1% | 5.1% | ||
| Q2 24 | 10.2% | 3.8% |
每股收益（稀释后）BMBLROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-3.96 | $0.20 | ||
| Q3 25 | $0.33 | $0.48 | ||
| Q2 25 | $-2.45 | $-4.00 | ||
| Q1 25 | $0.13 | $-0.08 | ||
| Q4 24 | $0.09 | $-0.04 | ||
| Q3 24 | $-5.11 | $0.58 | ||
| Q2 24 | $0.22 | $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 | $175.8M | $195.8M |
| 总债务越低越好 | $590.6M | — |
| 股东权益账面价值 | $570.0M | $1.2B |
| 总资产 | $1.4B | $1.4B |
| 负债/权益比越低杠杆越低 | 1.04× | — |
8季度趋势，按日历期对齐
现金及短期投资BMBLROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $175.8M | $197.0M | ||
| Q3 25 | $307.9M | $167.8M | ||
| Q2 25 | $261.7M | $157.2M | ||
| Q1 25 | $202.2M | $175.6M | ||
| Q4 24 | $204.3M | $159.8M | ||
| Q3 24 | $252.1M | $146.4M | ||
| Q2 24 | $286.7M | $119.9M |
总债务BMBLROG
| Q1 26 | — | — | ||
| Q4 25 | $590.6M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $621.3M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BMBLROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $570.0M | $1.2B | ||
| Q3 25 | $675.5M | $1.2B | ||
| Q2 25 | $577.6M | $1.2B | ||
| Q1 25 | $814.5M | $1.3B | ||
| Q4 24 | $824.5M | $1.3B | ||
| Q3 24 | $852.6M | $1.3B | ||
| Q2 24 | $1.7B | $1.3B |
总资产BMBLROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $2.2B | $1.4B | ||
| Q2 25 | $2.2B | $1.5B | ||
| Q1 25 | $2.5B | $1.5B | ||
| Q4 24 | $2.5B | $1.5B | ||
| Q3 24 | $2.6B | $1.5B | ||
| Q2 24 | $3.5B | $1.5B |
负债/权益比BMBLROG
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.75× | — | ||
| 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 | $59.1M | $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BMBLROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $59.1M | $46.9M | ||
| Q3 25 | $76.8M | $28.9M | ||
| Q2 25 | $71.2M | $13.7M | ||
| Q1 25 | $43.2M | $11.7M | ||
| Q4 24 | $-5.4M | $33.7M | ||
| Q3 24 | $93.5M | $42.4M | ||
| Q2 24 | $32.9M | $22.9M |
自由现金流BMBLROG
| 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BMBLROG
| 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BMBLROG
| 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BMBLROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | 2.06× | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.22× | — | ||
| Q4 24 | -1.29× | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | 1.20× | 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
BMBL
| Bumble App | $181.0M | 81% |
| Badoo App And Other | $43.2M | 19% |
ROG
暂无分部数据
