vs
奔特力系统（BSY）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
奔特力系统的季度营收约是ROGERS CORP的2.0倍（$391.6M vs $200.5M），奔特力系统净利率更高（15.0% vs 2.2%，领先12.7%），奔特力系统同比增速更快（11.9% vs 5.2%），奔特力系统自由现金流更多（$136.2M vs $1.1M），过去两年奔特力系统的营收复合增速更高（7.7% vs -3.3%）
奔特力系统是总部位于美国的软件开发企业，面向全球基础设施的设计、建造及运营全周期，提供软件产品授权、销售及相关技术支持服务。旗下产品覆盖建筑、工厂、土木、地理空间等领域，广泛应用于建筑工程施工及运营场景，支撑各类大型建成资产的全生命周期管理。
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。
BSY vs ROG — 直观对比
营收规模更大
BSY
是对方的2.0倍
$200.5M
营收增速更快
BSY
高出6.7%
5.2%
净利率更高
BSY
高出12.7%
2.2%
自由现金流更多
BSY
多$135.1M
$1.1M
两年增速更快
BSY
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $391.6M | $200.5M |
| 净利润 | $58.6M | $4.5M |
| 毛利率 | 81.9% | 32.2% |
| 营业利润率 | 20.0% | — |
| 净利率 | 15.0% | 2.2% |
| 营收同比 | 11.9% | 5.2% |
| 净利润同比 | 17.1% | 421.4% |
| 每股收益（稀释后） | $0.17 | $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BSYROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $391.6M | $201.5M | ||
| Q3 25 | $375.5M | $216.0M | ||
| Q2 25 | $364.1M | $202.8M | ||
| Q1 25 | $370.5M | $190.5M | ||
| Q4 24 | $349.8M | $192.2M | ||
| Q3 24 | $335.2M | $210.3M | ||
| Q2 24 | $330.3M | $214.2M |
净利润BSYROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $58.6M | $4.6M | ||
| Q3 25 | $57.4M | $8.6M | ||
| Q2 25 | $70.5M | $-73.6M | ||
| Q1 25 | $91.4M | $-1.4M | ||
| Q4 24 | $50.1M | $-500.0K | ||
| Q3 24 | $42.3M | $10.7M | ||
| Q2 24 | $72.0M | $8.1M |
毛利率BSYROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 81.9% | 31.5% | ||
| Q3 25 | 80.8% | 33.5% | ||
| Q2 25 | 81.1% | 31.6% | ||
| Q1 25 | 82.3% | 29.9% | ||
| Q4 24 | 80.6% | 32.1% | ||
| Q3 24 | 80.7% | 35.2% | ||
| Q2 24 | 80.9% | 34.1% |
营业利润率BSYROG
| Q1 26 | — | — | ||
| Q4 25 | 20.0% | 3.5% | ||
| Q3 25 | 22.5% | 7.3% | ||
| Q2 25 | 23.2% | -33.3% | ||
| Q1 25 | 31.1% | -0.2% | ||
| Q4 24 | 17.6% | -6.6% | ||
| Q3 24 | 20.5% | 6.9% | ||
| Q2 24 | 24.3% | 5.3% |
净利率BSYROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 15.0% | 2.3% | ||
| Q3 25 | 15.3% | 4.0% | ||
| Q2 25 | 19.4% | -36.3% | ||
| Q1 25 | 24.7% | -0.7% | ||
| Q4 24 | 14.3% | -0.3% | ||
| Q3 24 | 12.6% | 5.1% | ||
| Q2 24 | 21.8% | 3.8% |
每股收益（稀释后）BSYROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.17 | $0.20 | ||
| Q3 25 | $0.18 | $0.48 | ||
| Q2 25 | $0.22 | $-4.00 | ||
| Q1 25 | $0.28 | $-0.08 | ||
| Q4 24 | $0.15 | $-0.04 | ||
| Q3 24 | $0.13 | $0.58 | ||
| Q2 24 | $0.22 | $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 | $123.3M | $195.8M |
| 总债务越低越好 | $1.2B | — |
| 股东权益账面价值 | $1.2B | $1.2B |
| 总资产 | $3.6B | $1.4B |
| 负债/权益比越低杠杆越低 | 1.05× | — |
8季度趋势，按日历期对齐
现金及短期投资BSYROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $123.3M | $197.0M | ||
| Q3 25 | $165.4M | $167.8M | ||
| Q2 25 | $89.6M | $157.2M | ||
| Q1 25 | $83.6M | $175.6M | ||
| Q4 24 | $64.0M | $159.8M | ||
| Q3 24 | $72.2M | $146.4M | ||
| Q2 24 | $51.3M | $119.9M |
总债务BSYROG
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.3B | — |
股东权益BSYROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.2B | $1.2B | ||
| Q3 25 | $1.2B | $1.2B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $1.0B | $1.3B | ||
| Q2 24 | $984.5M | $1.3B |
总资产BSYROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $3.6B | $1.4B | ||
| Q3 25 | $3.5B | $1.4B | ||
| Q2 25 | $3.4B | $1.5B | ||
| Q1 25 | $3.4B | $1.5B | ||
| Q4 24 | $3.4B | $1.5B | ||
| Q3 24 | $3.4B | $1.5B | ||
| Q2 24 | $3.3B | $1.5B |
负债/权益比BSYROG
| Q1 26 | — | — | ||
| Q4 25 | 1.05× | — | ||
| Q3 25 | 1.04× | — | ||
| Q2 25 | 1.07× | — | ||
| Q1 25 | 1.13× | — | ||
| Q4 24 | 1.33× | — | ||
| Q3 24 | 1.37× | — | ||
| Q2 24 | 1.36× | — |
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 | $141.6M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $136.2M | $1.1M |
| 自由现金流率自由现金流/营收 | 34.8% | 0.5% |
| 资本支出强度资本支出/营收 | 1.4% | 2.3% |
| 现金转化率经营现金流/净利润 | 2.41× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $520.2M | $70.1M |
8季度趋势，按日历期对齐
经营现金流BSYROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $141.6M | $46.9M | ||
| Q3 25 | $116.4M | $28.9M | ||
| Q2 25 | $61.1M | $13.7M | ||
| Q1 25 | $219.4M | $11.7M | ||
| Q4 24 | $81.6M | $33.7M | ||
| Q3 24 | $86.1M | $42.4M | ||
| Q2 24 | $62.6M | $22.9M |
自由现金流BSYROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $136.2M | $42.2M | ||
| Q3 25 | $110.7M | $21.2M | ||
| Q2 25 | $57.0M | $5.6M | ||
| Q1 25 | $216.4M | $2.1M | ||
| Q4 24 | $76.1M | $18.3M | ||
| Q3 24 | $84.3M | $25.2M | ||
| Q2 24 | $59.5M | $8.8M |
自由现金流率BSYROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 34.8% | 20.9% | ||
| Q3 25 | 29.5% | 9.8% | ||
| Q2 25 | 15.7% | 2.8% | ||
| Q1 25 | 58.4% | 1.1% | ||
| Q4 24 | 21.7% | 9.5% | ||
| Q3 24 | 25.1% | 12.0% | ||
| Q2 24 | 18.0% | 4.1% |
资本支出强度BSYROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.4% | 2.3% | ||
| Q3 25 | 1.5% | 3.6% | ||
| Q2 25 | 1.1% | 4.0% | ||
| Q1 25 | 0.8% | 5.0% | ||
| Q4 24 | 1.6% | 8.0% | ||
| Q3 24 | 0.5% | 8.2% | ||
| Q2 24 | 0.9% | 6.6% |
现金转化率BSYROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 2.41× | 10.20× | ||
| Q3 25 | 2.03× | 3.36× | ||
| Q2 25 | 0.87× | — | ||
| Q1 25 | 2.40× | — | ||
| Q4 24 | 1.63× | — | ||
| Q3 24 | 2.03× | 3.96× | ||
| Q2 24 | 0.87× | 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
BSY
| Enterprise License Subscriptions | $163.4M | 42% |
| Term License Subscriptions | $122.7M | 31% |
| SELECT Subscriptions | $70.6M | 18% |
| Professional Services Other | $17.2M | 4% |
| Perpetual Licenses | $14.3M | 4% |
| Professional Services Recurring | $3.5M | 1% |
ROG
暂无分部数据
