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Bioventus Inc.（BVS）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Bioventus Inc.的1.3倍（$200.5M vs $157.9M），Bioventus Inc.净利率更高（9.3% vs 2.2%，领先7.1%），ROGERS CORP同比增速更快（5.2% vs 2.8%），Bioventus Inc.自由现金流更多（$37.4M vs $1.1M），过去两年Bioventus Inc.的营收复合增速更高（10.4% vs -3.3%）
Bioventus Inc.是一家全球化医疗技术企业，专注于骨科生物制剂领域，研发并商业化促进骨关节愈合、肌肉骨骼疼痛管理及再生护理的相关产品，服务全球多地的骨科临床医师、康复师及患者群体。
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。
BVS vs ROG — 直观对比
营收规模更大
ROG
是对方的1.3倍
$157.9M
营收增速更快
ROG
高出2.5%
2.8%
净利率更高
BVS
高出7.1%
2.2%
自由现金流更多
BVS
多$36.3M
$1.1M
两年增速更快
BVS
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $157.9M | $200.5M |
| 净利润 | $14.8M | $4.5M |
| 毛利率 | 68.9% | 32.2% |
| 营业利润率 | 12.3% | — |
| 净利率 | 9.3% | 2.2% |
| 营收同比 | 2.8% | 5.2% |
| 净利润同比 | 3902.8% | 421.4% |
| 每股收益（稀释后） | $0.21 | $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BVSROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $157.9M | $201.5M | ||
| Q3 25 | $138.7M | $216.0M | ||
| Q2 25 | $147.7M | $202.8M | ||
| Q1 25 | $123.9M | $190.5M | ||
| Q4 24 | $153.6M | $192.2M | ||
| Q3 24 | $139.0M | $210.3M | ||
| Q2 24 | $151.2M | $214.2M |
净利润BVSROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $14.8M | $4.6M | ||
| Q3 25 | $3.2M | $8.6M | ||
| Q2 25 | $7.5M | $-73.6M | ||
| Q1 25 | $-2.6M | $-1.4M | ||
| Q4 24 | $-388.0K | $-500.0K | ||
| Q3 24 | $-5.2M | $10.7M | ||
| Q2 24 | $-25.7M | $8.1M |
毛利率BVSROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 68.9% | 31.5% | ||
| Q3 25 | 68.0% | 33.5% | ||
| Q2 25 | 69.1% | 31.6% | ||
| Q1 25 | 67.0% | 29.9% | ||
| Q4 24 | 66.8% | 32.1% | ||
| Q3 24 | 67.3% | 35.2% | ||
| Q2 24 | 68.5% | 34.1% |
营业利润率BVSROG
| Q1 26 | — | — | ||
| Q4 25 | 12.3% | 3.5% | ||
| Q3 25 | 8.1% | 7.3% | ||
| Q2 25 | 12.4% | -33.3% | ||
| Q1 25 | 3.9% | -0.2% | ||
| Q4 24 | 5.0% | -6.6% | ||
| Q3 24 | 2.6% | 6.9% | ||
| Q2 24 | -20.8% | 5.3% |
净利率BVSROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 9.3% | 2.3% | ||
| Q3 25 | 2.3% | 4.0% | ||
| Q2 25 | 5.1% | -36.3% | ||
| Q1 25 | -2.1% | -0.7% | ||
| Q4 24 | -0.3% | -0.3% | ||
| Q3 24 | -3.7% | 5.1% | ||
| Q2 24 | -17.0% | 3.8% |
每股收益（稀释后）BVSROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.21 | $0.20 | ||
| Q3 25 | $0.05 | $0.48 | ||
| Q2 25 | $0.11 | $-4.00 | ||
| Q1 25 | $-0.04 | $-0.08 | ||
| Q4 24 | $0.00 | $-0.04 | ||
| Q3 24 | $-0.08 | $0.58 | ||
| Q2 24 | $-0.40 | $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 | $51.2M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $184.1M | $1.2B |
| 总资产 | $683.6M | $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BVSROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $51.2M | $197.0M | ||
| Q3 25 | $42.2M | $167.8M | ||
| Q2 25 | $32.9M | $157.2M | ||
| Q1 25 | $22.8M | $175.6M | ||
| Q4 24 | $41.6M | $159.8M | ||
| Q3 24 | $43.1M | $146.4M | ||
| Q2 24 | $32.0M | $119.9M |
股东权益BVSROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $184.1M | $1.2B | ||
| Q3 25 | $166.1M | $1.2B | ||
| Q2 25 | $161.2M | $1.2B | ||
| Q1 25 | $148.1M | $1.3B | ||
| Q4 24 | $147.9M | $1.3B | ||
| Q3 24 | $148.7M | $1.3B | ||
| Q2 24 | $150.9M | $1.3B |
总资产BVSROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $683.6M | $1.4B | ||
| Q3 25 | $701.6M | $1.4B | ||
| Q2 25 | $706.8M | $1.5B | ||
| Q1 25 | $691.4M | $1.5B | ||
| Q4 24 | $728.0M | $1.5B | ||
| Q3 24 | $769.5M | $1.5B | ||
| Q2 24 | $792.2M | $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 | $38.0M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $37.4M | $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 | 0.4% | 2.3% |
| 现金转化率经营现金流/净利润 | 2.57× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $72.1M | $70.1M |
8季度趋势，按日历期对齐
经营现金流BVSROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $38.0M | $46.9M | ||
| Q3 25 | $30.1M | $28.9M | ||
| Q2 25 | $25.9M | $13.7M | ||
| Q1 25 | $-19.3M | $11.7M | ||
| Q4 24 | $19.3M | $33.7M | ||
| Q3 24 | $10.3M | $42.4M | ||
| Q2 24 | $15.2M | $22.9M |
自由现金流BVSROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $37.4M | $42.2M | ||
| Q3 25 | $29.6M | $21.2M | ||
| Q2 25 | $25.3M | $5.6M | ||
| Q1 25 | $-20.2M | $2.1M | ||
| Q4 24 | $18.7M | $18.3M | ||
| Q3 24 | $10.3M | $25.2M | ||
| Q2 24 | $15.1M | $8.8M |
自由现金流率BVSROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 23.7% | 20.9% | ||
| Q3 25 | 21.4% | 9.8% | ||
| Q2 25 | 17.1% | 2.8% | ||
| Q1 25 | -16.3% | 1.1% | ||
| Q4 24 | 12.2% | 9.5% | ||
| Q3 24 | 7.4% | 12.0% | ||
| Q2 24 | 10.0% | 4.1% |
资本支出强度BVSROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.4% | 2.3% | ||
| Q3 25 | 0.3% | 3.6% | ||
| Q2 25 | 0.5% | 4.0% | ||
| Q1 25 | 0.7% | 5.0% | ||
| Q4 24 | 0.4% | 8.0% | ||
| Q3 24 | 0.0% | 8.2% | ||
| Q2 24 | 0.1% | 6.6% |
现金转化率BVSROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 2.57× | 10.20× | ||
| Q3 25 | 9.54× | 3.36× | ||
| Q2 25 | 3.48× | — | ||
| 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
BVS
| Pain Treatments | $71.1M | 45% |
| Surgical Solutions | $48.9M | 31% |
| Restorative Therapies | $19.5M | 12% |
| Other | $18.4M | 12% |
ROG
暂无分部数据
