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康耐视（CGNX）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
康耐视的季度营收约是ROGERS CORP的1.3倍（$252.3M vs $200.5M），康耐视净利率更高（12.9% vs 2.2%，领先10.7%），康耐视同比增速更快（9.9% vs 5.2%），康耐视自由现金流更多（$72.3M vs $1.1M），过去两年康耐视的营收复合增速更高（9.4% vs -3.3%）
康耐视（Cognex Corporation）是总部位于美国马萨诸塞州内蒂克的机器视觉系统、软件及传感器制造商，业务覆盖全球20余个国家和地区，为各工业领域客户提供高性能的视觉相关产品及解决方案。
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。
CGNX vs ROG — 直观对比
营收规模更大
CGNX
是对方的1.3倍
$200.5M
营收增速更快
CGNX
高出4.6%
5.2%
净利率更高
CGNX
高出10.7%
2.2%
自由现金流更多
CGNX
多$71.2M
$1.1M
两年增速更快
CGNX
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $252.3M | $200.5M |
| 净利润 | $32.7M | $4.5M |
| 毛利率 | 65.7% | 32.2% |
| 营业利润率 | 14.0% | — |
| 净利率 | 12.9% | 2.2% |
| 营收同比 | 9.9% | 5.2% |
| 净利润同比 | 15.2% | 421.4% |
| 每股收益（稀释后） | $0.20 | $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CGNXROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $252.3M | $201.5M | ||
| Q3 25 | $276.9M | $216.0M | ||
| Q2 25 | $249.1M | $202.8M | ||
| Q1 25 | $216.0M | $190.5M | ||
| Q4 24 | $229.7M | $192.2M | ||
| Q3 24 | $234.7M | $210.3M | ||
| Q2 24 | $239.3M | $214.2M |
净利润CGNXROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $32.7M | $4.6M | ||
| Q3 25 | $17.7M | $8.6M | ||
| Q2 25 | $40.5M | $-73.6M | ||
| Q1 25 | $23.6M | $-1.4M | ||
| Q4 24 | $28.3M | $-500.0K | ||
| Q3 24 | $29.6M | $10.7M | ||
| Q2 24 | $36.2M | $8.1M |
毛利率CGNXROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 65.7% | 31.5% | ||
| Q3 25 | 67.6% | 33.5% | ||
| Q2 25 | 67.4% | 31.6% | ||
| Q1 25 | 66.8% | 29.9% | ||
| Q4 24 | 68.7% | 32.1% | ||
| Q3 24 | 67.9% | 35.2% | ||
| Q2 24 | 69.6% | 34.1% |
营业利润率CGNXROG
| Q1 26 | — | — | ||
| Q4 25 | 14.0% | 3.5% | ||
| Q3 25 | 20.9% | 7.3% | ||
| Q2 25 | 17.4% | -33.3% | ||
| Q1 25 | 12.1% | -0.2% | ||
| Q4 24 | 13.4% | -6.6% | ||
| Q3 24 | 13.4% | 6.9% | ||
| Q2 24 | 16.1% | 5.3% |
净利率CGNXROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 12.9% | 2.3% | ||
| Q3 25 | 6.4% | 4.0% | ||
| Q2 25 | 16.3% | -36.3% | ||
| Q1 25 | 10.9% | -0.7% | ||
| Q4 24 | 12.3% | -0.3% | ||
| Q3 24 | 12.6% | 5.1% | ||
| Q2 24 | 15.1% | 3.8% |
每股收益（稀释后）CGNXROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.20 | $0.20 | ||
| Q3 25 | $0.10 | $0.48 | ||
| Q2 25 | $0.24 | $-4.00 | ||
| Q1 25 | $0.14 | $-0.08 | ||
| Q4 24 | $0.17 | $-0.04 | ||
| Q3 24 | $0.17 | $0.58 | ||
| Q2 24 | $0.21 | $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 | $262.9M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $1.2B |
| 总资产 | $2.0B | $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CGNXROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $262.9M | $197.0M | ||
| Q3 25 | $245.9M | $167.8M | ||
| Q2 25 | $179.3M | $157.2M | ||
| Q1 25 | $143.7M | $175.6M | ||
| Q4 24 | $186.1M | $159.8M | ||
| Q3 24 | $197.1M | $146.4M | ||
| Q2 24 | $176.6M | $119.9M |
股东权益CGNXROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.5B | $1.2B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.5B | $1.3B | ||
| Q3 24 | $1.6B | $1.3B | ||
| Q2 24 | $1.5B | $1.3B |
总资产CGNXROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.0B | $1.4B | ||
| Q3 25 | $2.0B | $1.4B | ||
| Q2 25 | $2.0B | $1.5B | ||
| Q1 25 | $1.9B | $1.5B | ||
| Q4 24 | $2.0B | $1.5B | ||
| Q3 24 | $2.1B | $1.5B | ||
| Q2 24 | $2.0B | $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 | $74.9M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $72.3M | $1.1M |
| 自由现金流率自由现金流/营收 | 28.7% | 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 | 2.29× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $236.8M | $70.1M |
8季度趋势，按日历期对齐
经营现金流CGNXROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $74.9M | $46.9M | ||
| Q3 25 | $87.5M | $28.9M | ||
| Q2 25 | $42.6M | $13.7M | ||
| Q1 25 | $40.5M | $11.7M | ||
| Q4 24 | $51.4M | $33.7M | ||
| Q3 24 | $56.3M | $42.4M | ||
| Q2 24 | $27.8M | $22.9M |
自由现金流CGNXROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $72.3M | $42.2M | ||
| Q3 25 | $86.0M | $21.2M | ||
| Q2 25 | $40.4M | $5.6M | ||
| Q1 25 | $38.0M | $2.1M | ||
| Q4 24 | $49.3M | $18.3M | ||
| Q3 24 | $51.9M | $25.2M | ||
| Q2 24 | $23.3M | $8.8M |
自由现金流率CGNXROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 28.7% | 20.9% | ||
| Q3 25 | 31.1% | 9.8% | ||
| Q2 25 | 16.2% | 2.8% | ||
| Q1 25 | 17.6% | 1.1% | ||
| Q4 24 | 21.5% | 9.5% | ||
| Q3 24 | 22.1% | 12.0% | ||
| Q2 24 | 9.7% | 4.1% |
资本支出强度CGNXROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.0% | 2.3% | ||
| Q3 25 | 0.5% | 3.6% | ||
| Q2 25 | 0.9% | 4.0% | ||
| Q1 25 | 1.2% | 5.0% | ||
| Q4 24 | 0.9% | 8.0% | ||
| Q3 24 | 1.9% | 8.2% | ||
| Q2 24 | 1.9% | 6.6% |
现金转化率CGNXROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 2.29× | 10.20× | ||
| Q3 25 | 4.95× | 3.36× | ||
| Q2 25 | 1.05× | — | ||
| Q1 25 | 1.72× | — | ||
| Q4 24 | 1.81× | — | ||
| Q3 24 | 1.90× | 3.96× | ||
| Q2 24 | 0.77× | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
