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Broadstone Net Lease, Inc.（BNL）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Broadstone Net Lease, Inc.的1.7倍（$200.5M vs $121.4M），Broadstone Net Lease, Inc.净利率更高（38.2% vs 2.2%，领先36.0%），Broadstone Net Lease, Inc.同比增速更快（11.7% vs 5.2%），过去两年Broadstone Net Lease, Inc.的营收复合增速更高（7.1% vs -3.3%）
Broadstone Net Lease, Inc.是一家房地产投资信托公司，主要在美国市场收购、持有并管理单一租户商业地产资产组合，覆盖工业设施、医疗物业、零售门店、办公空间等核心板块，所有物业均与租户签订长期净租赁协议。
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。
BNL vs ROG — 直观对比
营收规模更大
ROG
是对方的1.7倍
$121.4M
营收增速更快
BNL
高出6.4%
5.2%
净利率更高
BNL
高出36.0%
2.2%
两年增速更快
BNL
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $121.4M | $200.5M |
| 净利润 | $46.4M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | 52.2% | — |
| 净利率 | 38.2% | 2.2% |
| 营收同比 | 11.7% | 5.2% |
| 净利润同比 | — | 421.4% |
| 每股收益（稀释后） | $0.24 | $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BNLROG
| Q1 26 | $121.4M | $200.5M | ||
| Q4 25 | $118.3M | $201.5M | ||
| Q3 25 | $114.2M | $216.0M | ||
| Q2 25 | $113.0M | $202.8M | ||
| Q1 25 | $108.7M | $190.5M | ||
| Q4 24 | $112.1M | $192.2M | ||
| Q3 24 | $108.4M | $210.3M | ||
| Q2 24 | $105.9M | $214.2M |
净利润BNLROG
| Q1 26 | $46.4M | $4.5M | ||
| Q4 25 | $33.1M | $4.6M | ||
| Q3 25 | $26.5M | $8.6M | ||
| Q2 25 | $20.2M | $-73.6M | ||
| Q1 25 | $16.7M | $-1.4M | ||
| Q4 24 | $26.4M | $-500.0K | ||
| Q3 24 | $35.6M | $10.7M | ||
| Q2 24 | $35.3M | $8.1M |
毛利率BNLROG
| 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BNLROG
| Q1 26 | 52.2% | — | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | — | 7.3% | ||
| Q2 25 | — | -33.3% | ||
| Q1 25 | — | -0.2% | ||
| Q4 24 | — | -6.6% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | — | 5.3% |
净利率BNLROG
| Q1 26 | 38.2% | 2.2% | ||
| Q4 25 | 28.0% | 2.3% | ||
| Q3 25 | 23.2% | 4.0% | ||
| Q2 25 | 17.8% | -36.3% | ||
| Q1 25 | 15.4% | -0.7% | ||
| Q4 24 | 23.5% | -0.3% | ||
| Q3 24 | 32.8% | 5.1% | ||
| Q2 24 | 33.4% | 3.8% |
每股收益（稀释后）BNLROG
| Q1 26 | $0.24 | $0.25 | ||
| Q4 25 | $0.17 | $0.20 | ||
| Q3 25 | $0.14 | $0.48 | ||
| Q2 25 | $0.10 | $-4.00 | ||
| Q1 25 | $0.09 | $-0.08 | ||
| Q4 24 | $0.13 | $-0.04 | ||
| Q3 24 | $0.19 | $0.58 | ||
| Q2 24 | $0.19 | $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 | $20.3M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.0B | $1.2B |
| 总资产 | $5.8B | $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BNLROG
| Q1 26 | $20.3M | $195.8M | ||
| Q4 25 | $30.5M | $197.0M | ||
| Q3 25 | $82.0M | $167.8M | ||
| Q2 25 | $20.8M | $157.2M | ||
| Q1 25 | $9.6M | $175.6M | ||
| Q4 24 | $14.8M | $159.8M | ||
| Q3 24 | $9.0M | $146.4M | ||
| Q2 24 | $18.3M | $119.9M |
总债务BNLROG
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $1.9B | — |
股东权益BNLROG
| Q1 26 | $3.0B | $1.2B | ||
| Q4 25 | $2.9B | $1.2B | ||
| Q3 25 | $2.9B | $1.2B | ||
| Q2 25 | $2.9B | $1.2B | ||
| Q1 25 | $2.9B | $1.3B | ||
| Q4 24 | $3.0B | $1.3B | ||
| Q3 24 | $3.0B | $1.3B | ||
| Q2 24 | $3.1B | $1.3B |
总资产BNLROG
| Q1 26 | $5.8B | $1.4B | ||
| Q4 25 | $5.7B | $1.4B | ||
| Q3 25 | $5.5B | $1.4B | ||
| Q2 25 | $5.3B | $1.5B | ||
| Q1 25 | $5.2B | $1.5B | ||
| Q4 24 | $5.2B | $1.5B | ||
| Q3 24 | $5.3B | $1.5B | ||
| Q2 24 | $5.3B | $1.5B |
负债/权益比BNLROG
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | — | ||
| Q3 25 | 0.82× | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.68× | — | ||
| Q4 24 | 0.64× | — | ||
| Q3 24 | 0.65× | — | ||
| Q2 24 | 0.62× | — |
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BNLROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $299.5M | $46.9M | ||
| Q3 25 | $64.2M | $28.9M | ||
| Q2 25 | $79.3M | $13.7M | ||
| Q1 25 | $71.5M | $11.7M | ||
| Q4 24 | $276.3M | $33.7M | ||
| Q3 24 | $67.3M | $42.4M | ||
| Q2 24 | $74.2M | $22.9M |
自由现金流BNLROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $269.8M | $42.2M | ||
| Q3 25 | $58.0M | $21.2M | ||
| Q2 25 | $76.7M | $5.6M | ||
| Q1 25 | $57.1M | $2.1M | ||
| Q4 24 | $259.5M | $18.3M | ||
| Q3 24 | $60.3M | $25.2M | ||
| Q2 24 | $74.0M | $8.8M |
自由现金流率BNLROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 228.1% | 20.9% | ||
| Q3 25 | 50.8% | 9.8% | ||
| Q2 25 | 67.9% | 2.8% | ||
| Q1 25 | 52.5% | 1.1% | ||
| Q4 24 | 231.4% | 9.5% | ||
| Q3 24 | 55.6% | 12.0% | ||
| Q2 24 | 69.9% | 4.1% |
资本支出强度BNLROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 25.1% | 2.3% | ||
| Q3 25 | 5.4% | 3.6% | ||
| Q2 25 | 2.3% | 4.0% | ||
| Q1 25 | 13.2% | 5.0% | ||
| Q4 24 | 15.0% | 8.0% | ||
| Q3 24 | 6.5% | 8.2% | ||
| Q2 24 | 0.2% | 6.6% |
现金转化率BNLROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 9.04× | 10.20× | ||
| Q3 25 | 2.43× | 3.36× | ||
| Q2 25 | 3.93× | — | ||
| Q1 25 | 4.27× | — | ||
| Q4 24 | 10.47× | — | ||
| Q3 24 | 1.89× | 3.96× | ||
| Q2 24 | 2.10× | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
