vs
BOX INC（BOX）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
BOX INC的季度营收约是ROGERS CORP的1.5倍（$301.1M vs $200.5M），BOX INC净利率更高（4.0% vs 2.2%，领先1.8%），BOX INC同比增速更快（9.1% vs 5.2%），BOX INC自由现金流更多（$71.3M vs $1.1M），过去两年BOX INC的营收复合增速更高（7.0% vs -3.3%）
Box Inc.是总部位于美国加利福尼亚州红木城的上市企业，由亚伦·莱维和迪伦·史密斯于2005年创立，最初面向个人消费者服务，2009至2010年前后转向企业级市场，2015年正式上市。公司专注于开发、运营云端内容管理、协同办公及文件共享工具，帮助企业用户便捷存储、管理各类文件，提升团队协作效率。
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。
BOX vs ROG — 直观对比
营收规模更大
BOX
是对方的1.5倍
$200.5M
营收增速更快
BOX
高出3.9%
5.2%
净利率更高
BOX
高出1.8%
2.2%
自由现金流更多
BOX
多$70.2M
$1.1M
两年增速更快
BOX
近两年复合增速
-3.3%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $301.1M | $200.5M |
| 净利润 | $12.1M | $4.5M |
| 毛利率 | 79.6% | 32.2% |
| 营业利润率 | 8.3% | — |
| 净利率 | 4.0% | 2.2% |
| 营收同比 | 9.1% | 5.2% |
| 净利润同比 | -6.4% | 421.4% |
| 每股收益（稀释后） | $0.05 | $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BOXROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $301.1M | $201.5M | ||
| Q3 25 | $294.0M | $216.0M | ||
| Q2 25 | $276.3M | $202.8M | ||
| Q1 25 | $279.5M | $190.5M | ||
| Q4 24 | $275.9M | $192.2M | ||
| Q3 24 | $270.0M | $210.3M | ||
| Q2 24 | $264.7M | $214.2M |
净利润BOXROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $12.1M | $4.6M | ||
| Q3 25 | $13.4M | $8.6M | ||
| Q2 25 | $8.2M | $-73.6M | ||
| Q1 25 | $194.0M | $-1.4M | ||
| Q4 24 | $12.9M | $-500.0K | ||
| Q3 24 | $20.5M | $10.7M | ||
| Q2 24 | $17.2M | $8.1M |
毛利率BOXROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 79.6% | 31.5% | ||
| Q3 25 | 79.1% | 33.5% | ||
| Q2 25 | 78.0% | 31.6% | ||
| Q1 25 | 79.0% | 29.9% | ||
| Q4 24 | 79.9% | 32.1% | ||
| Q3 24 | 79.4% | 35.2% | ||
| Q2 24 | 78.0% | 34.1% |
营业利润率BOXROG
| Q1 26 | — | — | ||
| Q4 25 | 8.3% | 3.5% | ||
| Q3 25 | 7.0% | 7.3% | ||
| Q2 25 | 2.3% | -33.3% | ||
| Q1 25 | 6.4% | -0.2% | ||
| Q4 24 | 8.5% | -6.6% | ||
| Q3 24 | 7.5% | 6.9% | ||
| Q2 24 | 6.8% | 5.3% |
净利率BOXROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 4.0% | 2.3% | ||
| Q3 25 | 4.6% | 4.0% | ||
| Q2 25 | 3.0% | -36.3% | ||
| Q1 25 | 69.4% | -0.7% | ||
| Q4 24 | 4.7% | -0.3% | ||
| Q3 24 | 7.6% | 5.1% | ||
| Q2 24 | 6.5% | 3.8% |
每股收益（稀释后）BOXROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.05 | $0.20 | ||
| Q3 25 | $0.05 | $0.48 | ||
| Q2 25 | $0.02 | $-4.00 | ||
| Q1 25 | $1.13 | $-0.08 | ||
| Q4 24 | $0.05 | $-0.04 | ||
| Q3 24 | $0.10 | $0.58 | ||
| Q2 24 | $0.08 | $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 | $729.6M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-286.6M | $1.2B |
| 总资产 | $1.6B | $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BOXROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $729.6M | $197.0M | ||
| Q3 25 | $757.9M | $167.8M | ||
| Q2 25 | $790.4M | $157.2M | ||
| Q1 25 | $722.8M | $175.6M | ||
| Q4 24 | $697.9M | $159.8M | ||
| Q3 24 | $482.2M | $146.4M | ||
| Q2 24 | $566.1M | $119.9M |
股东权益BOXROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $-286.6M | $1.2B | ||
| Q3 25 | $-269.4M | $1.2B | ||
| Q2 25 | $-280.1M | $1.2B | ||
| Q1 25 | $-297.0M | $1.3B | ||
| Q4 24 | $-479.9M | $1.3B | ||
| Q3 24 | $-439.4M | $1.3B | ||
| Q2 24 | $-397.9M | $1.3B |
总资产BOXROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $1.6B | $1.4B | ||
| Q2 25 | $1.6B | $1.5B | ||
| Q1 25 | $1.7B | $1.5B | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $1.2B | $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 | $73.0M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $71.3M | $1.1M |
| 自由现金流率自由现金流/营收 | 23.7% | 0.5% |
| 资本支出强度资本支出/营收 | 0.6% | 2.3% |
| 现金转化率经营现金流/净利润 | 6.05× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $343.5M | $70.1M |
8季度趋势，按日历期对齐
经营现金流BOXROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $73.0M | $46.9M | ||
| Q3 25 | $46.0M | $28.9M | ||
| Q2 25 | $127.1M | $13.7M | ||
| Q1 25 | $102.2M | $11.7M | ||
| Q4 24 | $62.6M | $33.7M | ||
| Q3 24 | $36.3M | $42.4M | ||
| Q2 24 | $131.2M | $22.9M |
自由现金流BOXROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $71.3M | $42.2M | ||
| Q3 25 | $43.9M | $21.2M | ||
| Q2 25 | $126.7M | $5.6M | ||
| Q1 25 | $101.5M | $2.1M | ||
| Q4 24 | $62.3M | $18.3M | ||
| Q3 24 | $35.9M | $25.2M | ||
| Q2 24 | $129.9M | $8.8M |
自由现金流率BOXROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 23.7% | 20.9% | ||
| Q3 25 | 14.9% | 9.8% | ||
| Q2 25 | 45.9% | 2.8% | ||
| Q1 25 | 36.3% | 1.1% | ||
| Q4 24 | 22.6% | 9.5% | ||
| Q3 24 | 13.3% | 12.0% | ||
| Q2 24 | 49.1% | 4.1% |
资本支出强度BOXROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.6% | 2.3% | ||
| Q3 25 | 0.7% | 3.6% | ||
| Q2 25 | 0.1% | 4.0% | ||
| Q1 25 | 0.2% | 5.0% | ||
| Q4 24 | 0.1% | 8.0% | ||
| Q3 24 | 0.1% | 8.2% | ||
| Q2 24 | 0.5% | 6.6% |
现金转化率BOXROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 6.05× | 10.20× | ||
| Q3 25 | 3.42× | 3.36× | ||
| Q2 25 | 15.51× | — | ||
| Q1 25 | 0.53× | — | ||
| Q4 24 | 4.85× | — | ||
| Q3 24 | 1.77× | 3.96× | ||
| Q2 24 | 7.62× | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
