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精工集团(CRDO)与ROGERS CORP(ROG)财务数据对比。点击上方公司名可切换其他公司
精工集团的季度营收约是ROGERS CORP的1.3倍($268.0M vs $200.5M),精工集团净利率更高(30.8% vs 2.2%,领先28.6%),精工集团同比增速更快(272.1% vs 5.2%),精工集团自由现金流更多($38.5M vs $1.1M),过去两年精工集团的营收复合增速更高(124.8% vs -3.3%)
精工集团是由精工集团株式会社及其子公司、关联企业组成的企业集团。该集团原由精工控股株式会社、精工仪器株式会社和精工爱普生株式会社三家核心企业构成,三家企业均以钟表技术为核心联结。目前爱普生仍为精工集团开发生产腕表,但爱普生及其子公司已不属于精工集团旗下成员。
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。
CRDO vs ROG — 直观对比
营收规模更大
CRDO
是对方的1.3倍
$200.5M
营收增速更快
CRDO
高出266.8%
5.2%
净利率更高
CRDO
高出28.6%
2.2%
自由现金流更多
CRDO
多$37.4M
$1.1M
两年增速更快
CRDO
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $268.0M | $200.5M |
| 净利润 | $82.6M | $4.5M |
| 毛利率 | 67.5% | 32.2% |
| 营业利润率 | 29.4% | — |
| 净利率 | 30.8% | 2.2% |
| 营收同比 | 272.1% | 5.2% |
| 净利润同比 | 2055.9% | 421.4% |
| 每股收益(稀释后) | $0.44 | $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
CRDO
ROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $268.0M | $201.5M | ||
| Q3 25 | $223.1M | $216.0M | ||
| Q2 25 | $170.0M | $202.8M | ||
| Q1 25 | $135.0M | $190.5M | ||
| Q4 24 | $72.0M | $192.2M | ||
| Q3 24 | $59.7M | $210.3M | ||
| Q2 24 | $60.8M | $214.2M |
净利润
CRDO
ROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $82.6M | $4.6M | ||
| Q3 25 | $63.4M | $8.6M | ||
| Q2 25 | $36.6M | $-73.6M | ||
| Q1 25 | $29.4M | $-1.4M | ||
| Q4 24 | $-4.2M | $-500.0K | ||
| Q3 24 | $-9.5M | $10.7M | ||
| Q2 24 | $-10.5M | $8.1M |
毛利率
CRDO
ROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 67.5% | 31.5% | ||
| Q3 25 | 67.4% | 33.5% | ||
| Q2 25 | 67.2% | 31.6% | ||
| Q1 25 | 63.6% | 29.9% | ||
| Q4 24 | 63.2% | 32.1% | ||
| Q3 24 | 62.4% | 35.2% | ||
| Q2 24 | 65.8% | 34.1% |
营业利润率
CRDO
ROG
| Q1 26 | — | — | ||
| Q4 25 | 29.4% | 3.5% | ||
| Q3 25 | 27.2% | 7.3% | ||
| Q2 25 | 19.9% | -33.3% | ||
| Q1 25 | 19.4% | -0.2% | ||
| Q4 24 | -11.7% | -6.6% | ||
| Q3 24 | -24.2% | 6.9% | ||
| Q2 24 | -13.0% | 5.3% |
净利率
CRDO
ROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 30.8% | 2.3% | ||
| Q3 25 | 28.4% | 4.0% | ||
| Q2 25 | 21.5% | -36.3% | ||
| Q1 25 | 21.7% | -0.7% | ||
| Q4 24 | -5.9% | -0.3% | ||
| Q3 24 | -16.0% | 5.1% | ||
| Q2 24 | -17.2% | 3.8% |
每股收益(稀释后)
CRDO
ROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.44 | $0.20 | ||
| Q3 25 | $0.34 | $0.48 | ||
| Q2 25 | $0.22 | $-4.00 | ||
| Q1 25 | $0.16 | $-0.08 | ||
| Q4 24 | $-0.03 | $-0.04 | ||
| Q3 24 | $-0.06 | $0.58 | ||
| Q2 24 | $-0.06 | $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 | $813.6M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $1.2B |
| 总资产 | $1.4B | $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
CRDO
ROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $813.6M | $197.0M | ||
| Q3 25 | $479.6M | $167.8M | ||
| Q2 25 | $431.3M | $157.2M | ||
| Q1 25 | $379.2M | $175.6M | ||
| Q4 24 | $383.0M | $159.8M | ||
| Q3 24 | $398.6M | $146.4M | ||
| Q2 24 | $410.0M | $119.9M |
股东权益
CRDO
ROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.3B | $1.2B | ||
| Q3 25 | $781.4M | $1.2B | ||
| Q2 25 | $681.6M | $1.2B | ||
| Q1 25 | $618.2M | $1.3B | ||
| Q4 24 | $567.9M | $1.3B | ||
| Q3 24 | $553.1M | $1.3B | ||
| Q2 24 | $540.2M | $1.3B |
总资产
CRDO
ROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $905.2M | $1.4B | ||
| Q2 25 | $809.3M | $1.5B | ||
| Q1 25 | $719.9M | $1.5B | ||
| Q4 24 | $638.6M | $1.5B | ||
| Q3 24 | $644.9M | $1.5B | ||
| Q2 24 | $601.9M | $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 | $61.7M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $38.5M | $1.1M |
| 自由现金流率自由现金流/营收 | 14.4% | 0.5% |
| 资本支出强度资本支出/营收 | 8.7% | 2.3% |
| 现金转化率经营现金流/净利润 | 0.75× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $143.6M | $70.1M |
8季度趋势,按日历期对齐
经营现金流
CRDO
ROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $61.7M | $46.9M | ||
| Q3 25 | $54.2M | $28.9M | ||
| Q2 25 | $57.8M | $13.7M | ||
| Q1 25 | $4.2M | $11.7M | ||
| Q4 24 | $10.3M | $33.7M | ||
| Q3 24 | $-7.2M | $42.4M | ||
| Q2 24 | $4.2M | $22.9M |
自由现金流
CRDO
ROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $38.5M | $42.2M | ||
| Q3 25 | $51.3M | $21.2M | ||
| Q2 25 | $54.2M | $5.6M | ||
| Q1 25 | $-383.0K | $2.1M | ||
| Q4 24 | $-11.7M | $18.3M | ||
| Q3 24 | $-13.1M | $25.2M | ||
| Q2 24 | $962.0K | $8.8M |
自由现金流率
CRDO
ROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 14.4% | 20.9% | ||
| Q3 25 | 23.0% | 9.8% | ||
| Q2 25 | 31.9% | 2.8% | ||
| Q1 25 | -0.3% | 1.1% | ||
| Q4 24 | -16.2% | 9.5% | ||
| Q3 24 | -21.9% | 12.0% | ||
| Q2 24 | 1.6% | 4.1% |
资本支出强度
CRDO
ROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 8.7% | 2.3% | ||
| Q3 25 | 1.3% | 3.6% | ||
| Q2 25 | 2.1% | 4.0% | ||
| Q1 25 | 3.4% | 5.0% | ||
| Q4 24 | 30.5% | 8.0% | ||
| Q3 24 | 9.8% | 8.2% | ||
| Q2 24 | 5.3% | 6.6% |
现金转化率
CRDO
ROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 0.75× | 10.20× | ||
| Q3 25 | 0.85× | 3.36× | ||
| Q2 25 | 1.58× | — | ||
| Q1 25 | 0.14× | — | ||
| 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
CRDO
| Other | $132.1M | 49% |
| HK | $104.4M | 39% |
| RESTOFTHEWORLD | $31.5M | 12% |
ROG
暂无分部数据