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康美（CNMD）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
康美的季度营收约是ROGERS CORP的1.6倍（$317.0M vs $200.5M），康美净利率更高（4.4% vs 2.2%，领先2.1%），ROGERS CORP同比增速更快（5.2% vs -1.3%），过去两年康美的营收复合增速更高（-2.3% vs -3.3%）
康美公司是一家上市的美国医疗设备制造商，主营骨科、腹腔镜、普通外科相关医疗器械以及各类患者护理产品，总部现位于佛罗里达州拉戈，2022年7月前设于纽约州尤蒂卡。该品牌秉持以人为本的文化，以助力医疗合作方及其服务的患者为核心使命，在美国和墨西哥都设有生产基地。
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。
CNMD vs ROG — 直观对比
营收规模更大
CNMD
是对方的1.6倍
$200.5M
营收增速更快
ROG
高出6.6%
-1.3%
净利率更高
CNMD
高出2.1%
2.2%
两年增速更快
CNMD
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $317.0M | $200.5M |
| 净利润 | $13.8M | $4.5M |
| 毛利率 | 57.9% | 32.2% |
| 营业利润率 | 8.0% | — |
| 净利率 | 4.4% | 2.2% |
| 营收同比 | -1.3% | 5.2% |
| 净利润同比 | 129.1% | 421.4% |
| 每股收益（稀释后） | $0.45 | $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CNMDROG
| Q1 26 | $317.0M | $200.5M | ||
| Q4 25 | $373.2M | $201.5M | ||
| Q3 25 | $337.9M | $216.0M | ||
| Q2 25 | $342.3M | $202.8M | ||
| Q1 25 | $321.3M | $190.5M | ||
| Q4 24 | $345.9M | $192.2M | ||
| Q3 24 | $316.7M | $210.3M | ||
| Q2 24 | $332.1M | $214.2M |
净利润CNMDROG
| Q1 26 | $13.8M | $4.5M | ||
| Q4 25 | — | $4.6M | ||
| Q3 25 | $2.9M | $8.6M | ||
| Q2 25 | $21.4M | $-73.6M | ||
| Q1 25 | $6.0M | $-1.4M | ||
| Q4 24 | — | $-500.0K | ||
| Q3 24 | $49.0M | $10.7M | ||
| Q2 24 | $30.0M | $8.1M |
毛利率CNMDROG
| Q1 26 | 57.9% | 32.2% | ||
| Q4 25 | 58.5% | 31.5% | ||
| Q3 25 | 49.2% | 33.5% | ||
| Q2 25 | 55.0% | 31.6% | ||
| Q1 25 | 55.3% | 29.9% | ||
| Q4 24 | 57.3% | 32.1% | ||
| Q3 24 | 56.5% | 35.2% | ||
| Q2 24 | 55.3% | 34.1% |
营业利润率CNMDROG
| Q1 26 | 8.0% | — | ||
| Q4 25 | 9.8% | 3.5% | ||
| Q3 25 | 3.5% | 7.3% | ||
| Q2 25 | 11.1% | -33.3% | ||
| Q1 25 | 5.0% | -0.2% | ||
| Q4 24 | 15.2% | -6.6% | ||
| Q3 24 | 20.7% | 6.9% | ||
| Q2 24 | 14.2% | 5.3% |
净利率CNMDROG
| Q1 26 | 4.4% | 2.2% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | 0.8% | 4.0% | ||
| Q2 25 | 6.3% | -36.3% | ||
| Q1 25 | 1.9% | -0.7% | ||
| Q4 24 | — | -0.3% | ||
| Q3 24 | 15.5% | 5.1% | ||
| Q2 24 | 9.0% | 3.8% |
每股收益（稀释后）CNMDROG
| Q1 26 | $0.45 | $0.25 | ||
| Q4 25 | $0.54 | $0.20 | ||
| Q3 25 | $0.09 | $0.48 | ||
| Q2 25 | $0.69 | $-4.00 | ||
| Q1 25 | $0.19 | $-0.08 | ||
| Q4 24 | $1.09 | $-0.04 | ||
| Q3 24 | $1.57 | $0.58 | ||
| Q2 24 | $0.96 | $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 | — | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $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CNMDROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | — | $197.0M | ||
| Q3 25 | — | $167.8M | ||
| Q2 25 | — | $157.2M | ||
| Q1 25 | — | $175.6M | ||
| Q4 24 | — | $159.8M | ||
| Q3 24 | — | $146.4M | ||
| Q2 24 | — | $119.9M |
总债务CNMDROG
| Q1 26 | — | — | ||
| Q4 25 | $834.2M | — | ||
| Q3 25 | $853.0M | — | ||
| Q2 25 | $881.1M | — | ||
| Q1 25 | $891.4M | — | ||
| Q4 24 | $905.1M | — | ||
| Q3 24 | $940.1M | — | ||
| Q2 24 | $965.2M | — |
股东权益CNMDROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.0B | $1.2B | ||
| Q3 25 | $1.0B | $1.2B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $977.6M | $1.3B | ||
| Q4 24 | $962.7M | $1.3B | ||
| Q3 24 | $932.9M | $1.3B | ||
| Q2 24 | $881.8M | $1.3B |
总资产CNMDROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.3B | $1.4B | ||
| Q3 25 | $2.3B | $1.4B | ||
| Q2 25 | $2.3B | $1.5B | ||
| Q1 25 | $2.3B | $1.5B | ||
| Q4 24 | $2.3B | $1.5B | ||
| Q3 24 | $2.3B | $1.5B | ||
| Q2 24 | $2.3B | $1.5B |
负债/权益比CNMDROG
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | — | ||
| Q3 25 | 0.85× | — | ||
| Q2 25 | 0.88× | — | ||
| Q1 25 | 0.91× | — | ||
| Q4 24 | 0.94× | — | ||
| Q3 24 | 1.01× | — | ||
| Q2 24 | 1.09× | — |
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 | — | $5.8M |
| 自由现金流经营现金流 - 资本支出 | — | $1.1M |
| 自由现金流率自由现金流/营收 | — | 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 | — | 1.29× |
| 过去12个月自由现金流最近4个季度 | — | $70.1M |
8季度趋势，按日历期对齐
经营现金流CNMDROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $46.3M | $46.9M | ||
| Q3 25 | $53.7M | $28.9M | ||
| Q2 25 | $29.1M | $13.7M | ||
| Q1 25 | $41.5M | $11.7M | ||
| Q4 24 | $43.3M | $33.7M | ||
| Q3 24 | $51.2M | $42.4M | ||
| Q2 24 | $43.3M | $22.9M |
自由现金流CNMDROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $41.2M | $42.2M | ||
| Q3 25 | $48.5M | $21.2M | ||
| Q2 25 | $23.4M | $5.6M | ||
| Q1 25 | $37.8M | $2.1M | ||
| Q4 24 | $39.3M | $18.3M | ||
| Q3 24 | $47.8M | $25.2M | ||
| Q2 24 | $39.7M | $8.8M |
自由现金流率CNMDROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 11.0% | 20.9% | ||
| Q3 25 | 14.4% | 9.8% | ||
| Q2 25 | 6.8% | 2.8% | ||
| Q1 25 | 11.8% | 1.1% | ||
| Q4 24 | 11.4% | 9.5% | ||
| Q3 24 | 15.1% | 12.0% | ||
| Q2 24 | 12.0% | 4.1% |
资本支出强度CNMDROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.4% | 2.3% | ||
| Q3 25 | 1.5% | 3.6% | ||
| Q2 25 | 1.7% | 4.0% | ||
| Q1 25 | 1.2% | 5.0% | ||
| Q4 24 | 1.2% | 8.0% | ||
| Q3 24 | 1.1% | 8.2% | ||
| Q2 24 | 1.1% | 6.6% |
现金转化率CNMDROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | 18.78× | 3.36× | ||
| Q2 25 | 1.36× | — | ||
| Q1 25 | 6.88× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.05× | 3.96× | ||
| Q2 24 | 1.44× | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
