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Braze, Inc.（BRZE）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Braze, Inc.的1.1倍（$200.5M vs $190.8M），ROGERS CORP净利率更高（2.2% vs -18.9%，领先21.1%），Braze, Inc.同比增速更快（25.5% vs 5.2%），Braze, Inc.自由现金流更多（$19.0M vs $1.1M），过去两年Braze, Inc.的营收复合增速更高（20.7% vs -3.3%）
Braze是一家总部位于美国纽约的云软件企业，专注于客户互动平台开发，旗下产品可帮助企业开展多渠道营销活动，为品牌与用户的高效连接提供技术支持。
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。
BRZE vs ROG — 直观对比
营收规模更大
ROG
是对方的1.1倍
$190.8M
营收增速更快
BRZE
高出20.3%
5.2%
净利率更高
ROG
高出21.1%
-18.9%
自由现金流更多
BRZE
多$17.9M
$1.1M
两年增速更快
BRZE
近两年复合增速
-3.3%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $190.8M | $200.5M |
| 净利润 | $-36.0M | $4.5M |
| 毛利率 | 67.2% | 32.2% |
| 营业利润率 | -19.7% | — |
| 净利率 | -18.9% | 2.2% |
| 营收同比 | 25.5% | 5.2% |
| 净利润同比 | -29.0% | 421.4% |
| 每股收益（稀释后） | $-0.33 | $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BRZEROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $190.8M | $201.5M | ||
| Q3 25 | $180.1M | $216.0M | ||
| Q2 25 | $162.1M | $202.8M | ||
| Q1 25 | $160.4M | $190.5M | ||
| Q4 24 | $152.1M | $192.2M | ||
| Q3 24 | $145.5M | $210.3M | ||
| Q2 24 | $135.5M | $214.2M |
净利润BRZEROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-36.0M | $4.6M | ||
| Q3 25 | $-27.9M | $8.6M | ||
| Q2 25 | $-35.8M | $-73.6M | ||
| Q1 25 | $-17.2M | $-1.4M | ||
| Q4 24 | $-27.9M | $-500.0K | ||
| Q3 24 | $-23.0M | $10.7M | ||
| Q2 24 | $-35.6M | $8.1M |
毛利率BRZEROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 67.2% | 31.5% | ||
| Q3 25 | 67.7% | 33.5% | ||
| Q2 25 | 68.6% | 31.6% | ||
| Q1 25 | 69.3% | 29.9% | ||
| Q4 24 | 69.8% | 32.1% | ||
| Q3 24 | 70.2% | 35.2% | ||
| Q2 24 | 67.1% | 34.1% |
营业利润率BRZEROG
| Q1 26 | — | — | ||
| Q4 25 | -19.7% | 3.5% | ||
| Q3 25 | -21.5% | 7.3% | ||
| Q2 25 | -24.8% | -33.3% | ||
| Q1 25 | -13.4% | -0.2% | ||
| Q4 24 | -21.4% | -6.6% | ||
| Q3 24 | -19.2% | 6.9% | ||
| Q2 24 | -29.6% | 5.3% |
净利率BRZEROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -18.9% | 2.3% | ||
| Q3 25 | -15.5% | 4.0% | ||
| Q2 25 | -22.1% | -36.3% | ||
| Q1 25 | -10.7% | -0.7% | ||
| Q4 24 | -18.4% | -0.3% | ||
| Q3 24 | -15.8% | 5.1% | ||
| Q2 24 | -26.3% | 3.8% |
每股收益（稀释后）BRZEROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.33 | $0.20 | ||
| Q3 25 | $-0.26 | $0.48 | ||
| Q2 25 | $-0.34 | $-4.00 | ||
| Q1 25 | $-0.17 | $-0.08 | ||
| Q4 24 | $-0.27 | $-0.04 | ||
| Q3 24 | $-0.23 | $0.58 | ||
| Q2 24 | $-0.35 | $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 | $97.8M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $602.0M | $1.2B |
| 总资产 | $1.0B | $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BRZEROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $97.8M | $197.0M | ||
| Q3 25 | $81.0M | $167.8M | ||
| Q2 25 | $231.5M | $157.2M | ||
| Q1 25 | $83.1M | $175.6M | ||
| Q4 24 | $61.3M | $159.8M | ||
| Q3 24 | $79.1M | $146.4M | ||
| Q2 24 | $74.8M | $119.9M |
股东权益BRZEROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $602.0M | $1.2B | ||
| Q3 25 | $598.9M | $1.2B | ||
| Q2 25 | $474.4M | $1.2B | ||
| Q1 25 | $474.9M | $1.3B | ||
| Q4 24 | $458.1M | $1.3B | ||
| Q3 24 | $453.7M | $1.3B | ||
| Q2 24 | $436.1M | $1.3B |
总资产BRZEROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $889.1M | $1.5B | ||
| Q1 25 | $871.0M | $1.5B | ||
| Q4 24 | $842.0M | $1.5B | ||
| Q3 24 | $825.6M | $1.5B | ||
| Q2 24 | $816.1M | $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 | $21.0M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $19.0M | $1.1M |
| 自由现金流率自由现金流/营收 | 10.0% | 0.5% |
| 资本支出强度资本支出/营收 | 1.0% | 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 | $63.3M | $70.1M |
8季度趋势，按日历期对齐
经营现金流BRZEROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $21.0M | $46.9M | ||
| Q3 25 | $7.0M | $28.9M | ||
| Q2 25 | $24.1M | $13.7M | ||
| Q1 25 | $17.1M | $11.7M | ||
| Q4 24 | $-11.4M | $33.7M | ||
| Q3 24 | $11.6M | $42.4M | ||
| Q2 24 | $19.4M | $22.9M |
自由现金流BRZEROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $19.0M | $42.2M | ||
| Q3 25 | $4.3M | $21.2M | ||
| Q2 25 | $23.9M | $5.6M | ||
| Q1 25 | $16.0M | $2.1M | ||
| Q4 24 | $-13.3M | $18.3M | ||
| Q3 24 | $8.3M | $25.2M | ||
| Q2 24 | $12.5M | $8.8M |
自由现金流率BRZEROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 10.0% | 20.9% | ||
| Q3 25 | 2.4% | 9.8% | ||
| Q2 25 | 14.8% | 2.8% | ||
| Q1 25 | 10.0% | 1.1% | ||
| Q4 24 | -8.8% | 9.5% | ||
| Q3 24 | 5.7% | 12.0% | ||
| Q2 24 | 9.2% | 4.1% |
资本支出强度BRZEROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.0% | 2.3% | ||
| Q3 25 | 1.4% | 3.6% | ||
| Q2 25 | 0.1% | 4.0% | ||
| Q1 25 | 0.7% | 5.0% | ||
| Q4 24 | 1.3% | 8.0% | ||
| Q3 24 | 2.3% | 8.2% | ||
| Q2 24 | 5.1% | 6.6% |
现金转化率BRZEROG
| 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
BRZE
| Subscription Revenue | $181.7M | 95% |
| Professional Services Revenue | $9.2M | 5% |
ROG
暂无分部数据
