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COMTECH TELECOMMUNICATIONS CORP（CMTL）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COMTECH TELECOMMUNICATIONS CORP的1.8倍（$200.5M vs $111.0M），ROGERS CORP净利率更高（2.2% vs -14.3%，领先16.5%），ROGERS CORP同比增速更快（5.2% vs -4.1%），COMTECH TELECOMMUNICATIONS CORP自由现金流更多（$4.8M vs $1.1M），过去两年ROGERS CORP的营收复合增速更高（-3.3% vs -9.0%）
Comtech Telecommunications是一家总部位于美国的全球通信技术提供商，主营卫星通信系统、地面网络基础设施及定位服务，客户覆盖政府、国防、移动运营商和企业领域，为各类关键应用场景提供安全可靠的连接解决方案。
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。
CMTL vs ROG — 直观对比
营收规模更大
ROG
是对方的1.8倍
$111.0M
营收增速更快
ROG
高出9.4%
-4.1%
净利率更高
ROG
高出16.5%
-14.3%
自由现金流更多
CMTL
多$3.7M
$1.1M
两年增速更快
ROG
近两年复合增速
-9.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $111.0M | $200.5M |
| 净利润 | $-15.9M | $4.5M |
| 毛利率 | 33.1% | 32.2% |
| 营业利润率 | -2.5% | — |
| 净利率 | -14.3% | 2.2% |
| 营收同比 | -4.1% | 5.2% |
| 净利润同比 | 89.3% | 421.4% |
| 每股收益（稀释后） | $-0.67 | $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CMTLROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $111.0M | $201.5M | ||
| Q3 25 | $130.4M | $216.0M | ||
| Q2 25 | $126.8M | $202.8M | ||
| Q1 25 | $126.6M | $190.5M | ||
| Q4 24 | $115.8M | $192.2M | ||
| Q3 24 | $126.2M | $210.3M | ||
| Q2 24 | $128.1M | $214.2M |
净利润CMTLROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-15.9M | $4.6M | ||
| Q3 25 | $7.9M | $8.6M | ||
| Q2 25 | $33.9M | $-73.6M | ||
| Q1 25 | $-48.7M | $-1.4M | ||
| Q4 24 | $-148.4M | $-500.0K | ||
| Q3 24 | $-90.8M | $10.7M | ||
| Q2 24 | $2.8M | $8.1M |
毛利率CMTLROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 33.1% | 31.5% | ||
| Q3 25 | 31.2% | 33.5% | ||
| Q2 25 | 30.7% | 31.6% | ||
| Q1 25 | 26.7% | 29.9% | ||
| Q4 24 | 12.5% | 32.1% | ||
| Q3 24 | 21.5% | 35.2% | ||
| Q2 24 | 30.4% | 34.1% |
营业利润率CMTLROG
| Q1 26 | — | — | ||
| Q4 25 | -2.5% | 3.5% | ||
| Q3 25 | 1.4% | 7.3% | ||
| Q2 25 | -1.2% | -33.3% | ||
| Q1 25 | -8.1% | -0.2% | ||
| Q4 24 | -111.5% | -6.6% | ||
| Q3 24 | -64.6% | 6.9% | ||
| Q2 24 | -2.7% | 5.3% |
净利率CMTLROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -14.3% | 2.3% | ||
| Q3 25 | 6.1% | 4.0% | ||
| Q2 25 | 26.8% | -36.3% | ||
| Q1 25 | -38.5% | -0.7% | ||
| Q4 24 | -128.2% | -0.3% | ||
| Q3 24 | -71.9% | 5.1% | ||
| Q2 24 | 2.2% | 3.8% |
每股收益（稀释后）CMTLROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.67 | $0.20 | ||
| Q3 25 | $-0.41 | $0.48 | ||
| Q2 25 | $-0.49 | $-4.00 | ||
| Q1 25 | $-0.76 | $-0.08 | ||
| Q4 24 | $-5.29 | $-0.04 | ||
| Q3 24 | $-3.48 | $0.58 | ||
| Q2 24 | $-0.04 | $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 | $43.6M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $85.6M | $1.2B |
| 总资产 | $734.1M | $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CMTLROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $43.6M | $197.0M | ||
| Q3 25 | $40.0M | $167.8M | ||
| Q2 25 | $28.4M | $157.2M | ||
| Q1 25 | $26.7M | $175.6M | ||
| Q4 24 | $29.6M | $159.8M | ||
| Q3 24 | $32.4M | $146.4M | ||
| Q2 24 | $27.2M | $119.9M |
股东权益CMTLROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $85.6M | $1.2B | ||
| Q3 25 | $104.4M | $1.2B | ||
| Q2 25 | $115.4M | $1.2B | ||
| Q1 25 | $128.7M | $1.3B | ||
| Q4 24 | $150.4M | $1.3B | ||
| Q3 24 | $306.3M | $1.3B | ||
| Q2 24 | $406.4M | $1.3B |
总资产CMTLROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $734.1M | $1.4B | ||
| Q3 25 | $740.8M | $1.4B | ||
| Q2 25 | $751.1M | $1.5B | ||
| Q1 25 | $770.6M | $1.5B | ||
| Q4 24 | $793.2M | $1.5B | ||
| Q3 24 | $793.2M | $1.5B | ||
| Q2 24 | $991.0M | $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 | $8.1M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $4.8M | $1.1M |
| 自由现金流率自由现金流/营收 | 4.3% | 0.5% |
| 资本支出强度资本支出/营收 | 2.9% | 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 | $12.2M | $70.1M |
8季度趋势，按日历期对齐
经营现金流CMTLROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $8.1M | $46.9M | ||
| Q3 25 | $11.4M | $28.9M | ||
| Q2 25 | $2.3M | $13.7M | ||
| Q1 25 | $-234.0K | $11.7M | ||
| Q4 24 | $-21.8M | $33.7M | ||
| Q3 24 | $-9.5M | $42.4M | ||
| Q2 24 | $-3.8M | $22.9M |
自由现金流CMTLROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $4.8M | $42.2M | ||
| Q3 25 | $9.4M | $21.2M | ||
| Q2 25 | $-160.0K | $5.6M | ||
| Q1 25 | $-1.9M | $2.1M | ||
| Q4 24 | $-24.2M | $18.3M | ||
| Q3 24 | $-12.4M | $25.2M | ||
| Q2 24 | $-6.5M | $8.8M |
自由现金流率CMTLROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 4.3% | 20.9% | ||
| Q3 25 | 7.2% | 9.8% | ||
| Q2 25 | -0.1% | 2.8% | ||
| Q1 25 | -1.5% | 1.1% | ||
| Q4 24 | -20.9% | 9.5% | ||
| Q3 24 | -9.8% | 12.0% | ||
| Q2 24 | -5.0% | 4.1% |
资本支出强度CMTLROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 2.9% | 2.3% | ||
| Q3 25 | 1.6% | 3.6% | ||
| Q2 25 | 1.9% | 4.0% | ||
| Q1 25 | 1.3% | 5.0% | ||
| Q4 24 | 2.1% | 8.0% | ||
| Q3 24 | 2.3% | 8.2% | ||
| Q2 24 | 2.1% | 6.6% |
现金转化率CMTLROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | 1.45× | 3.36× | ||
| Q2 25 | 0.07× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | -1.36× | 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
CMTL
| Satellite And Space Communications Segment | $55.1M | 50% |
| Transferred At Point In Time | $39.4M | 36% |
| Satellite And Space Communications | $16.3M | 15% |
| Terrestrial And Wireless Networks | $1.1M | 1% |
ROG
暂无分部数据
