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BRC Inc.（BRCC）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BRC Inc.的1.8倍（$200.5M vs $112.7M），ROGERS CORP净利率更高（2.2% vs -2.8%，领先5.1%），BRC Inc.同比增速更快（6.5% vs 5.2%），ROGERS CORP自由现金流更多（$1.1M vs $-9.4M），过去两年BRC Inc.的营收复合增速更高（7.0% vs -3.3%）
BRC Inc.是一家美国高端咖啡与生活方式品牌，主营烘焙咖啡豆、即饮咖啡饮品、品牌服饰及户外装备，核心客群包含退伍军人、急救人员与户外爱好者，在北美地区通过电商及线下实体门店渠道销售产品。
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。
BRCC vs ROG — 直观对比
营收规模更大
ROG
是对方的1.8倍
$112.7M
营收增速更快
BRCC
高出1.2%
5.2%
净利率更高
ROG
高出5.1%
-2.8%
自由现金流更多
ROG
多$10.5M
$-9.4M
两年增速更快
BRCC
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $112.7M | $200.5M |
| 净利润 | $-3.2M | $4.5M |
| 毛利率 | 32.1% | 32.2% |
| 营业利润率 | -6.3% | — |
| 净利率 | -2.8% | 2.2% |
| 营收同比 | 6.5% | 5.2% |
| 净利润同比 | -29.3% | 421.4% |
| 每股收益（稀释后） | $-0.02 | $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BRCCROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $112.7M | $201.5M | ||
| Q3 25 | $100.7M | $216.0M | ||
| Q2 25 | $94.8M | $202.8M | ||
| Q1 25 | $90.0M | $190.5M | ||
| Q4 24 | $105.9M | $192.2M | ||
| Q3 24 | $98.2M | $210.3M | ||
| Q2 24 | $89.0M | $214.2M |
净利润BRCCROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-3.2M | $4.6M | ||
| Q3 25 | $-486.0K | $8.6M | ||
| Q2 25 | $-5.3M | $-73.6M | ||
| Q1 25 | $-2.9M | $-1.4M | ||
| Q4 24 | $-2.5M | $-500.0K | ||
| Q3 24 | $-535.0K | $10.7M | ||
| Q2 24 | $-482.0K | $8.1M |
毛利率BRCCROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 32.1% | 31.5% | ||
| Q3 25 | 36.9% | 33.5% | ||
| Q2 25 | 33.9% | 31.6% | ||
| Q1 25 | 36.1% | 29.9% | ||
| Q4 24 | 38.1% | 32.1% | ||
| Q3 24 | 42.1% | 35.2% | ||
| Q2 24 | 41.9% | 34.1% |
营业利润率BRCCROG
| Q1 26 | — | — | ||
| Q4 25 | -6.3% | 3.5% | ||
| Q3 25 | 0.5% | 7.3% | ||
| Q2 25 | -13.3% | -33.3% | ||
| Q1 25 | -6.0% | -0.2% | ||
| Q4 24 | -2.1% | -6.6% | ||
| Q3 24 | 1.1% | 6.9% | ||
| Q2 24 | 1.1% | 5.3% |
净利率BRCCROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -2.8% | 2.3% | ||
| Q3 25 | -0.5% | 4.0% | ||
| Q2 25 | -5.6% | -36.3% | ||
| Q1 25 | -3.2% | -0.7% | ||
| Q4 24 | -2.3% | -0.3% | ||
| Q3 24 | -0.5% | 5.1% | ||
| Q2 24 | -0.5% | 3.8% |
每股收益（稀释后）BRCCROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.02 | $0.20 | ||
| Q3 25 | $0.00 | $0.48 | ||
| Q2 25 | $-0.07 | $-4.00 | ||
| Q1 25 | $-0.04 | $-0.08 | ||
| Q4 24 | $-0.03 | $-0.04 | ||
| Q3 24 | $-0.01 | $0.58 | ||
| Q2 24 | $-0.01 | $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 | $4.3M | $195.8M |
| 总债务越低越好 | $34.7M | — |
| 股东权益账面价值 | $45.7M | $1.2B |
| 总资产 | $209.2M | $1.4B |
| 负债/权益比越低杠杆越低 | 0.76× | — |
8季度趋势，按日历期对齐
现金及短期投资BRCCROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $4.3M | $197.0M | ||
| Q3 25 | $9.5M | $167.8M | ||
| Q2 25 | $4.3M | $157.2M | ||
| Q1 25 | $3.9M | $175.6M | ||
| Q4 24 | $6.8M | $159.8M | ||
| Q3 24 | $7.3M | $146.4M | ||
| Q2 24 | $9.6M | $119.9M |
总债务BRCCROG
| Q1 26 | — | — | ||
| Q4 25 | $34.7M | — | ||
| Q3 25 | $35.0M | — | ||
| Q2 25 | $72.7M | — | ||
| Q1 25 | $68.8M | — | ||
| Q4 24 | $65.1M | — | ||
| Q3 24 | $64.9M | — | ||
| Q2 24 | $66.5M | — |
股东权益BRCCROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $45.7M | $1.2B | ||
| Q3 25 | $48.0M | $1.2B | ||
| Q2 25 | $10.1M | $1.2B | ||
| Q1 25 | $11.2M | $1.3B | ||
| Q4 24 | $13.2M | $1.3B | ||
| Q3 24 | $14.5M | $1.3B | ||
| Q2 24 | $14.9M | $1.3B |
总资产BRCCROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $209.2M | $1.4B | ||
| Q3 25 | $222.4M | $1.4B | ||
| Q2 25 | $225.3M | $1.5B | ||
| Q1 25 | $222.9M | $1.5B | ||
| Q4 24 | $227.4M | $1.5B | ||
| Q3 24 | $233.7M | $1.5B | ||
| Q2 24 | $229.9M | $1.5B |
负债/权益比BRCCROG
| Q1 26 | — | — | ||
| Q4 25 | 0.76× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 7.19× | — | ||
| Q1 25 | 6.15× | — | ||
| Q4 24 | 4.94× | — | ||
| Q3 24 | 4.47× | — | ||
| Q2 24 | 4.46× | — |
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 | $-8.7M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-9.4M | $1.1M |
| 自由现金流率自由现金流/营收 | -8.3% | 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 | — | 1.29× |
| 过去12个月自由现金流最近4个季度 | $-13.5M | $70.1M |
8季度趋势，按日历期对齐
经营现金流BRCCROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-8.7M | $46.9M | ||
| Q3 25 | $6.4M | $28.9M | ||
| Q2 25 | $-3.3M | $13.7M | ||
| Q1 25 | $-4.1M | $11.7M | ||
| Q4 24 | $2.2M | $33.7M | ||
| Q3 24 | $1.9M | $42.4M | ||
| Q2 24 | $2.3M | $22.9M |
自由现金流BRCCROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-9.4M | $42.2M | ||
| Q3 25 | $5.6M | $21.2M | ||
| Q2 25 | $-4.3M | $5.6M | ||
| Q1 25 | $-5.3M | $2.1M | ||
| Q4 24 | $504.0K | $18.3M | ||
| Q3 24 | $-205.0K | $25.2M | ||
| Q2 24 | $147.0K | $8.8M |
自由现金流率BRCCROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | -8.3% | 20.9% | ||
| Q3 25 | 5.5% | 9.8% | ||
| Q2 25 | -4.5% | 2.8% | ||
| Q1 25 | -5.9% | 1.1% | ||
| Q4 24 | 0.5% | 9.5% | ||
| Q3 24 | -0.2% | 12.0% | ||
| Q2 24 | 0.2% | 4.1% |
资本支出强度BRCCROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.6% | 2.3% | ||
| Q3 25 | 0.8% | 3.6% | ||
| Q2 25 | 1.0% | 4.0% | ||
| Q1 25 | 1.3% | 5.0% | ||
| Q4 24 | 1.6% | 8.0% | ||
| Q3 24 | 2.2% | 8.2% | ||
| Q2 24 | 2.4% | 6.6% |
现金转化率BRCCROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 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
BRCC
| Sales Channel Through Intermediary | $72.9M | 65% |
| Sales Channel Directly To Consumer | $34.4M | 31% |
| Outpost | $5.4M | 5% |
ROG
暂无分部数据
