vs
COHERENT CORP.（COHR）与Rocket Companies, Inc.（RKT）财务数据对比。点击上方公司名可切换其他公司
Rocket Companies, Inc.的季度营收约是COHERENT CORP.的1.6倍（$2.7B vs $1.7B），COHERENT CORP.净利率更高（8.7% vs 2.5%，领先6.2%），Rocket Companies, Inc.同比增速更快（52.2% vs 17.5%），COHERENT CORP.自由现金流更多（$-95.7M vs $-1.3B），过去两年Rocket Companies, Inc.的营收复合增速更高（39.5% vs 18.1%）
Coherent Corp.是美国专业光学材料与半导体生产商，2023年全球员工规模达26622人。2022年原II-VI公司收购激光制造商Coherent, Inc.后更名为现名，产品广泛应用于通信、工业、医疗等众多领域。
Rocket Companies, Inc.是美国金融科技及住房服务企业，由丹·吉尔伯特创立，总部位于密歇根州底特律市中心。公司依托旗舰子公司Rocket Mortgage跻身美国最大抵押贷款提供商行列，旗下还拥有Redfin、Forsalebyowner.com、Rocket Money等子品牌。
COHR vs RKT — 直观对比
营收规模更大
RKT
是对方的1.6倍
$1.7B
营收增速更快
RKT
高出34.7%
17.5%
净利率更高
COHR
高出6.2%
2.5%
自由现金流更多
COHR
多$1.2B
$-1.3B
两年增速更快
RKT
近两年复合增速
18.1%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.7B |
| 净利润 | $146.7M | $68.0M |
| 毛利率 | 36.9% | — |
| 营业利润率 | 10.0% | 6.3% |
| 净利率 | 8.7% | 2.5% |
| 营收同比 | 17.5% | 52.2% |
| 净利润同比 | 41.9% | 100.8% |
| 每股收益（稀释后） | $0.76 | $0.10 |
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COHRRKT
| Q4 25 | $1.7B | $2.7B | ||
| Q3 25 | $1.6B | $1.6B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.5B | $1.0B | ||
| Q4 24 | $1.4B | $1.8B | ||
| Q3 24 | $1.3B | $646.9M | ||
| Q2 24 | $1.3B | $1.3B | ||
| Q1 24 | $1.2B | $1.4B |
净利润COHRRKT
| Q4 25 | $146.7M | $68.0M | ||
| Q3 25 | $226.3M | $-123.9M | ||
| Q2 25 | $-95.6M | $-1.8M | ||
| Q1 25 | $15.7M | $-10.4M | ||
| Q4 24 | $103.4M | $33.9M | ||
| Q3 24 | $25.9M | $-22.0M | ||
| Q2 24 | $-48.4M | $1.3M | ||
| Q1 24 | $-13.2M | $16.2M |
毛利率COHRRKT
| Q4 25 | 36.9% | — | ||
| Q3 25 | 36.6% | — | ||
| Q2 25 | 35.7% | — | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 35.5% | 58.9% | ||
| Q3 24 | 34.1% | -8.4% | ||
| Q2 24 | 32.9% | 47.4% | ||
| Q1 24 | 30.3% | 51.2% |
营业利润率COHRRKT
| Q4 25 | 10.0% | 6.3% | ||
| Q3 25 | 13.7% | -11.5% | ||
| Q2 25 | -4.1% | 1.8% | ||
| Q1 25 | 0.7% | -21.5% | ||
| Q4 24 | 9.0% | 38.1% | ||
| Q3 24 | 1.4% | -76.9% | ||
| Q2 24 | 4.8% | 14.8% | ||
| Q1 24 | 1.8% | 21.6% |
净利率COHRRKT
| Q4 25 | 8.7% | 2.5% | ||
| Q3 25 | 14.3% | -7.7% | ||
| Q2 25 | -6.3% | -0.1% | ||
| Q1 25 | 1.0% | -1.0% | ||
| Q4 24 | 7.2% | 1.9% | ||
| Q3 24 | 1.9% | -3.4% | ||
| Q2 24 | -3.7% | 0.1% | ||
| Q1 24 | -1.1% | 1.2% |
每股收益（稀释后）COHRRKT
| Q4 25 | $0.76 | $0.10 | ||
| Q3 25 | $1.19 | $-0.06 | ||
| Q2 25 | $-0.81 | $-0.01 | ||
| Q1 25 | $-0.11 | $-0.08 | ||
| Q4 24 | $0.44 | $0.28 | ||
| Q3 24 | $-0.04 | $-0.19 | ||
| Q2 24 | $-0.52 | $0.01 | ||
| Q1 24 | $-0.29 | $0.11 |
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 | $863.7M | $2.7B |
| 总债务越低越好 | $3.4B | — |
| 股东权益账面价值 | $8.5B | $22.9B |
| 总资产 | $15.1B | $60.7B |
| 负债/权益比越低杠杆越低 | 0.39× | — |
8季度趋势，按日历期对齐
现金及短期投资COHRRKT
| Q4 25 | $863.7M | $2.7B | ||
| Q3 25 | $852.8M | $5.8B | ||
| Q2 25 | $909.2M | $5.1B | ||
| Q1 25 | $890.3M | $1.4B | ||
| Q4 24 | $917.8M | $1.3B | ||
| Q3 24 | $1.0B | $1.2B | ||
| Q2 24 | $926.0M | $1.3B | ||
| Q1 24 | $898.6M | $861.4M |
总债务COHRRKT
| Q4 25 | $3.4B | — | ||
| Q3 25 | $3.3B | — | ||
| Q2 25 | $3.7B | — | ||
| Q1 25 | $3.7B | — | ||
| Q4 24 | $3.9B | — | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | $4.1B | — | ||
| Q1 24 | $4.2B | — |
股东权益COHRRKT
| Q4 25 | $8.5B | $22.9B | ||
| Q3 25 | $5.8B | $8.9B | ||
| Q2 25 | $5.6B | $7.4B | ||
| Q1 25 | $5.4B | $8.6B | ||
| Q4 24 | $5.2B | $9.0B | ||
| Q3 24 | $5.5B | $8.4B | ||
| Q2 24 | $5.2B | $8.8B | ||
| Q1 24 | $5.3B | $8.6B |
总资产COHRRKT
| Q4 25 | $15.1B | $60.7B | ||
| Q3 25 | $14.7B | $33.6B | ||
| Q2 25 | $14.9B | $30.4B | ||
| Q1 25 | $14.4B | $25.3B | ||
| Q4 24 | $14.2B | $24.5B | ||
| Q3 24 | $14.7B | $25.1B | ||
| Q2 24 | $14.5B | $23.6B | ||
| Q1 24 | $14.5B | $22.2B |
负债/权益比COHRRKT
| Q4 25 | 0.39× | — | ||
| Q3 25 | 0.57× | — | ||
| Q2 25 | 0.65× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | 0.73× | — | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | 0.78× | — |
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 | $57.9M | $-1.2B |
| 自由现金流经营现金流 - 资本支出 | $-95.7M | $-1.3B |
| 自由现金流率自由现金流/营收 | -5.7% | -47.2% |
| 资本支出强度资本支出/营收 | 9.1% | 1.5% |
| 现金转化率经营现金流/净利润 | 0.39× | -18.08× |
| 过去12个月自由现金流最近4个季度 | $-103.6M | $-4.0B |
8季度趋势，按日历期对齐
经营现金流COHRRKT
| Q4 25 | $57.9M | $-1.2B | ||
| Q3 25 | $46.0M | $-50.3M | ||
| Q2 25 | $130.3M | $-1.9B | ||
| Q1 25 | $163.0M | $-797.0M | ||
| Q4 24 | $187.4M | $1.8B | ||
| Q3 24 | $153.0M | $-1.3B | ||
| Q2 24 | $162.3M | $-122.3M | ||
| Q1 24 | $117.4M | $-3.0B |
自由现金流COHRRKT
| Q4 25 | $-95.7M | $-1.3B | ||
| Q3 25 | $-58.0M | $-71.8M | ||
| Q2 25 | $-1.1M | $-1.9B | ||
| Q1 25 | $51.1M | $-811.0M | ||
| Q4 24 | $81.7M | $1.8B | ||
| Q3 24 | $61.0M | $-1.4B | ||
| Q2 24 | $62.4M | $-138.3M | ||
| Q1 24 | $24.2M | $-3.0B |
自由现金流率COHRRKT
| Q4 25 | -5.7% | -47.2% | ||
| Q3 25 | -3.7% | -4.5% | ||
| Q2 25 | -0.1% | -137.2% | ||
| Q1 25 | 3.4% | -78.2% | ||
| Q4 24 | 5.7% | 103.1% | ||
| Q3 24 | 4.5% | -209.6% | ||
| Q2 24 | 4.7% | -10.6% | ||
| Q1 24 | 2.0% | -218.7% |
资本支出强度COHRRKT
| Q4 25 | 9.1% | 1.5% | ||
| Q3 25 | 6.6% | 1.3% | ||
| Q2 25 | 8.6% | 1.1% | ||
| Q1 25 | 7.5% | 1.4% | ||
| Q4 24 | 7.4% | 1.1% | ||
| Q3 24 | 6.8% | 2.9% | ||
| Q2 24 | 7.6% | 1.2% | ||
| Q1 24 | 7.7% | 1.0% |
现金转化率COHRRKT
| Q4 25 | 0.39× | -18.08× | ||
| Q3 25 | 0.20× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 10.37× | — | ||
| Q4 24 | 1.81× | 54.42× | ||
| Q3 24 | 5.91× | — | ||
| Q2 24 | — | -94.46× | ||
| Q1 24 | — | -185.80× |
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
COHR
| Datacenter And Communications Segment | $1.2B | 72% |
| Industrial Segment | $477.7M | 28% |
RKT
| Other | $1.4B | 51% |
| Direct To Customer Segment | $945.8M | 35% |
| Partner Network Segment | $216.7M | 8% |
| Subscription Revenue | $91.3M | 3% |
| Closing Fees | $47.1M | 2% |
| Appraisal Revenue | $10.7M | 0% |
