vs
BADGER METER INC（BMI）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
BADGER METER INC的季度营收约是ROGERS CORP的1.2倍（$234.1M vs $200.5M），BADGER METER INC净利率更高（14.3% vs 2.2%，领先12.1%），BADGER METER INC同比增速更快（14.1% vs 5.2%），BADGER METER INC自由现金流更多（$50.8M vs $1.1M），过去两年BADGER METER INC的营收复合增速更高（9.2% vs -3.3%）
Badger Meter Inc是全球领先的流量测量与控制解决方案供应商，主要服务水务企业、工业、商业及住宅客户群体，核心产品包括智能水表、物联网使用监测系统及配套软件，可帮助客户追踪资源消耗、减少浪费、提升运营效率，核心市场覆盖北美、欧洲及亚太地区。
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。
BMI vs ROG — 直观对比
营收规模更大
BMI
是对方的1.2倍
$200.5M
营收增速更快
BMI
高出8.9%
5.2%
净利率更高
BMI
高出12.1%
2.2%
自由现金流更多
BMI
多$49.7M
$1.1M
两年增速更快
BMI
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $234.1M | $200.5M |
| 净利润 | $33.6M | $4.5M |
| 毛利率 | 39.7% | 32.2% |
| 营业利润率 | 18.4% | — |
| 净利率 | 14.3% | 2.2% |
| 营收同比 | 14.1% | 5.2% |
| 净利润同比 | 9.3% | 421.4% |
| 每股收益（稀释后） | $1.13 | $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BMIROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $234.1M | $201.5M | ||
| Q3 25 | $222.2M | $216.0M | ||
| Q2 25 | $238.1M | $202.8M | ||
| Q1 25 | $222.2M | $190.5M | ||
| Q4 24 | $205.2M | $192.2M | ||
| Q3 24 | $208.4M | $210.3M | ||
| Q2 24 | $216.7M | $214.2M |
净利润BMIROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $33.6M | $4.6M | ||
| Q3 25 | $35.1M | $8.6M | ||
| Q2 25 | $34.6M | $-73.6M | ||
| Q1 25 | $38.4M | $-1.4M | ||
| Q4 24 | $30.7M | $-500.0K | ||
| Q3 24 | $32.0M | $10.7M | ||
| Q2 24 | $33.1M | $8.1M |
毛利率BMIROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 39.7% | 31.5% | ||
| Q3 25 | 43.1% | 33.5% | ||
| Q2 25 | 41.1% | 31.6% | ||
| Q1 25 | 42.9% | 29.9% | ||
| Q4 24 | 40.3% | 32.1% | ||
| Q3 24 | 40.2% | 35.2% | ||
| Q2 24 | 39.4% | 34.1% |
营业利润率BMIROG
| Q1 26 | — | — | ||
| Q4 25 | 18.4% | 3.5% | ||
| Q3 25 | 20.7% | 7.3% | ||
| Q2 25 | 18.8% | -33.3% | ||
| Q1 25 | 22.2% | -0.2% | ||
| Q4 24 | 19.1% | -6.6% | ||
| Q3 24 | 19.5% | 6.9% | ||
| Q2 24 | 19.2% | 5.3% |
净利率BMIROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 14.3% | 2.3% | ||
| Q3 25 | 15.8% | 4.0% | ||
| Q2 25 | 14.5% | -36.3% | ||
| Q1 25 | 17.3% | -0.7% | ||
| Q4 24 | 15.0% | -0.3% | ||
| Q3 24 | 15.4% | 5.1% | ||
| Q2 24 | 15.3% | 3.8% |
每股收益（稀释后）BMIROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $1.13 | $0.20 | ||
| Q3 25 | $1.19 | $0.48 | ||
| Q2 25 | $1.17 | $-4.00 | ||
| Q1 25 | $1.30 | $-0.08 | ||
| Q4 24 | $1.04 | $-0.04 | ||
| Q3 24 | $1.08 | $0.58 | ||
| Q2 24 | $1.12 | $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 | — | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $713.3M | $1.2B |
| 总资产 | $973.6M | $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BMIROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | — | $197.0M | ||
| Q3 25 | — | $167.8M | ||
| Q2 25 | — | $157.2M | ||
| Q1 25 | — | $175.6M | ||
| Q4 24 | — | $159.8M | ||
| Q3 24 | — | $146.4M | ||
| Q2 24 | — | $119.9M |
股东权益BMIROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $713.3M | $1.2B | ||
| Q3 25 | $702.5M | $1.2B | ||
| Q2 25 | $677.6M | $1.2B | ||
| Q1 25 | $641.7M | $1.3B | ||
| Q4 24 | $606.2M | $1.3B | ||
| Q3 24 | $591.2M | $1.3B | ||
| Q2 24 | $563.1M | $1.3B |
总资产BMIROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $973.6M | $1.4B | ||
| Q3 25 | $978.3M | $1.4B | ||
| Q2 25 | $936.4M | $1.5B | ||
| Q1 25 | $899.6M | $1.5B | ||
| Q4 24 | $816.4M | $1.5B | ||
| Q3 24 | $802.9M | $1.5B | ||
| Q2 24 | $781.3M | $1.5B |
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 | $54.8M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $50.8M | $1.1M |
| 自由现金流率自由现金流/营收 | 21.7% | 0.5% |
| 资本支出强度资本支出/营收 | 1.7% | 2.3% |
| 现金转化率经营现金流/净利润 | 1.63× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $169.7M | $70.1M |
8季度趋势，按日历期对齐
经营现金流BMIROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $54.8M | $46.9M | ||
| Q3 25 | $51.3M | $28.9M | ||
| Q2 25 | $44.6M | $13.7M | ||
| Q1 25 | $33.0M | $11.7M | ||
| Q4 24 | $52.1M | $33.7M | ||
| Q3 24 | $45.1M | $42.4M | ||
| Q2 24 | $36.4M | $22.9M |
自由现金流BMIROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $50.8M | $42.2M | ||
| Q3 25 | $48.2M | $21.2M | ||
| Q2 25 | $40.6M | $5.6M | ||
| Q1 25 | $30.1M | $2.1M | ||
| Q4 24 | $47.4M | $18.3M | ||
| Q3 24 | $42.0M | $25.2M | ||
| Q2 24 | $34.1M | $8.8M |
自由现金流率BMIROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 21.7% | 20.9% | ||
| Q3 25 | 21.7% | 9.8% | ||
| Q2 25 | 17.1% | 2.8% | ||
| Q1 25 | 13.5% | 1.1% | ||
| Q4 24 | 23.1% | 9.5% | ||
| Q3 24 | 20.1% | 12.0% | ||
| Q2 24 | 15.7% | 4.1% |
资本支出强度BMIROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.7% | 2.3% | ||
| Q3 25 | 1.4% | 3.6% | ||
| Q2 25 | 1.7% | 4.0% | ||
| Q1 25 | 1.3% | 5.0% | ||
| Q4 24 | 2.3% | 8.0% | ||
| Q3 24 | 1.5% | 8.2% | ||
| Q2 24 | 1.1% | 6.6% |
现金转化率BMIROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 1.63× | 10.20× | ||
| Q3 25 | 1.46× | 3.36× | ||
| Q2 25 | 1.29× | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | 1.70× | — | ||
| Q3 24 | 1.41× | 3.96× | ||
| Q2 24 | 1.10× | 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
BMI
| Transferred At Point In Time | $198.6M | 85% |
| Transferred Over Time | $22.1M | 9% |
| Other | $13.4M | 6% |
ROG
暂无分部数据
