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CALIX, INC（CALX）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
CALIX, INC的季度营收约是ROGERS CORP的1.4倍（$280.0M vs $200.5M），CALIX, INC净利率更高（4.0% vs 2.2%，领先1.8%），CALIX, INC同比增速更快（27.1% vs 5.2%），CALIX, INC自由现金流更多（$6.5M vs $1.1M），过去两年CALIX, INC的营收复合增速更高（18.9% vs -3.3%）
Calix是1999年成立、总部位于美国加利福尼亚州圣何塞的电信企业，专注于提供软件平台、系统及相关服务，为宽带业务的部署落地提供技术支撑，助力运营商为用户提供稳定高效的网络接入服务。
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。
CALX vs ROG — 直观对比
营收规模更大
CALX
是对方的1.4倍
$200.5M
营收增速更快
CALX
高出21.9%
5.2%
净利率更高
CALX
高出1.8%
2.2%
自由现金流更多
CALX
多$5.4M
$1.1M
两年增速更快
CALX
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $280.0M | $200.5M |
| 净利润 | $11.2M | $4.5M |
| 毛利率 | 56.9% | 32.2% |
| 营业利润率 | 47.6% | — |
| 净利率 | 4.0% | 2.2% |
| 营收同比 | 27.1% | 5.2% |
| 净利润同比 | — | 421.4% |
| 每股收益（稀释后） | $0.16 | $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CALXROG
| Q1 26 | $280.0M | $200.5M | ||
| Q4 25 | $272.4M | $201.5M | ||
| Q3 25 | $265.4M | $216.0M | ||
| Q2 25 | $241.9M | $202.8M | ||
| Q1 25 | $220.2M | $190.5M | ||
| Q4 24 | $206.1M | $192.2M | ||
| Q3 24 | $200.9M | $210.3M | ||
| Q2 24 | $198.1M | $214.2M |
净利润CALXROG
| Q1 26 | $11.2M | $4.5M | ||
| Q4 25 | $7.2M | $4.6M | ||
| Q3 25 | $15.7M | $8.6M | ||
| Q2 25 | $-199.0K | $-73.6M | ||
| Q1 25 | $-4.8M | $-1.4M | ||
| Q4 24 | $-17.9M | $-500.0K | ||
| Q3 24 | $-4.0M | $10.7M | ||
| Q2 24 | $-8.0M | $8.1M |
毛利率CALXROG
| Q1 26 | 56.9% | 32.2% | ||
| Q4 25 | 57.7% | 31.5% | ||
| Q3 25 | 57.3% | 33.5% | ||
| Q2 25 | 56.3% | 31.6% | ||
| Q1 25 | 55.7% | 29.9% | ||
| Q4 24 | 55.0% | 32.1% | ||
| Q3 24 | 54.8% | 35.2% | ||
| Q2 24 | 54.3% | 34.1% |
营业利润率CALXROG
| Q1 26 | 47.6% | — | ||
| Q4 25 | 3.4% | 3.5% | ||
| Q3 25 | 6.6% | 7.3% | ||
| Q2 25 | 0.2% | -33.3% | ||
| Q1 25 | -2.8% | -0.2% | ||
| Q4 24 | -9.1% | -6.6% | ||
| Q3 24 | -5.4% | 6.9% | ||
| Q2 24 | -5.7% | 5.3% |
净利率CALXROG
| Q1 26 | 4.0% | 2.2% | ||
| Q4 25 | 2.6% | 2.3% | ||
| Q3 25 | 5.9% | 4.0% | ||
| Q2 25 | -0.1% | -36.3% | ||
| Q1 25 | -2.2% | -0.7% | ||
| Q4 24 | -8.7% | -0.3% | ||
| Q3 24 | -2.0% | 5.1% | ||
| Q2 24 | -4.0% | 3.8% |
每股收益（稀释后）CALXROG
| Q1 26 | $0.16 | $0.25 | ||
| Q4 25 | $0.11 | $0.20 | ||
| Q3 25 | $0.22 | $0.48 | ||
| Q2 25 | $0.00 | $-4.00 | ||
| Q1 25 | $-0.07 | $-0.08 | ||
| Q4 24 | $-0.27 | $-0.04 | ||
| Q3 24 | $-0.06 | $0.58 | ||
| Q2 24 | $-0.12 | $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 | $54.6M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $738.0M | $1.2B |
| 总资产 | — | $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CALXROG
| Q1 26 | $54.6M | $195.8M | ||
| Q4 25 | $143.1M | $197.0M | ||
| Q3 25 | $95.0M | $167.8M | ||
| Q2 25 | $76.5M | $157.2M | ||
| Q1 25 | $42.3M | $175.6M | ||
| Q4 24 | $43.2M | $159.8M | ||
| Q3 24 | $62.4M | $146.4M | ||
| Q2 24 | $84.5M | $119.9M |
股东权益CALXROG
| Q1 26 | $738.0M | $1.2B | ||
| Q4 25 | $859.2M | $1.2B | ||
| Q3 25 | $822.5M | $1.2B | ||
| Q2 25 | $772.7M | $1.2B | ||
| Q1 25 | $767.2M | $1.3B | ||
| Q4 24 | $780.9M | $1.3B | ||
| Q3 24 | $778.7M | $1.3B | ||
| Q2 24 | $754.2M | $1.3B |
总资产CALXROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $976.4M | $1.4B | ||
| Q2 25 | $921.4M | $1.5B | ||
| Q1 25 | $917.1M | $1.5B | ||
| Q4 24 | $939.3M | $1.5B | ||
| Q3 24 | $937.5M | $1.5B | ||
| Q2 24 | $917.9M | $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 | $14.6M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $6.5M | $1.1M |
| 自由现金流率自由现金流/营收 | 2.3% | 0.5% |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 现金转化率经营现金流/净利润 | 1.31× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $109.1M | $70.1M |
8季度趋势，按日历期对齐
经营现金流CALXROG
| Q1 26 | $14.6M | $5.8M | ||
| Q4 25 | $46.0M | $46.9M | ||
| Q3 25 | $32.3M | $28.9M | ||
| Q2 25 | $39.4M | $13.7M | ||
| Q1 25 | $17.2M | $11.7M | ||
| Q4 24 | $15.4M | $33.7M | ||
| Q3 24 | $16.0M | $42.4M | ||
| Q2 24 | $22.3M | $22.9M |
自由现金流CALXROG
| Q1 26 | $6.5M | $1.1M | ||
| Q4 25 | $40.3M | $42.2M | ||
| Q3 25 | $26.7M | $21.2M | ||
| Q2 25 | $35.6M | $5.6M | ||
| Q1 25 | $12.9M | $2.1M | ||
| Q4 24 | $10.2M | $18.3M | ||
| Q3 24 | $12.8M | $25.2M | ||
| Q2 24 | $16.4M | $8.8M |
自由现金流率CALXROG
| Q1 26 | 2.3% | 0.5% | ||
| Q4 25 | 14.8% | 20.9% | ||
| Q3 25 | 10.1% | 9.8% | ||
| Q2 25 | 14.7% | 2.8% | ||
| Q1 25 | 5.9% | 1.1% | ||
| Q4 24 | 5.0% | 9.5% | ||
| Q3 24 | 6.3% | 12.0% | ||
| Q2 24 | 8.3% | 4.1% |
资本支出强度CALXROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 2.1% | 2.3% | ||
| Q3 25 | 2.1% | 3.6% | ||
| Q2 25 | 1.5% | 4.0% | ||
| Q1 25 | 2.0% | 5.0% | ||
| Q4 24 | 2.5% | 8.0% | ||
| Q3 24 | 1.6% | 8.2% | ||
| Q2 24 | 3.0% | 6.6% |
现金转化率CALXROG
| Q1 26 | 1.31× | 1.29× | ||
| Q4 25 | 6.38× | 10.20× | ||
| Q3 25 | 2.06× | 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
CALX
| Appliance | $232.8M | 83% |
| Software and service | $47.1M | 17% |
ROG
暂无分部数据
