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Torrid Holdings Inc.（CURV）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
Torrid Holdings Inc.的季度营收约是ROGERS CORP的1.2倍（$235.2M vs $200.5M），ROGERS CORP净利率更高（2.2% vs -2.7%，领先5.0%），ROGERS CORP同比增速更快（5.2% vs -10.8%），ROGERS CORP自由现金流更多（$1.1M vs $-6.6M），过去两年ROGERS CORP的营收复合增速更高（-3.3% vs -10.5%）
Torrid Holdings Inc.是美国主营大码女装的零售连锁品牌，原隶属于Hot Topic，目前归Sycamore Partners所有，2015年拆分成为独立公司。品牌专为10至30码的女性提供服饰及配饰产品，2001年4月在加利福尼亚州布瑞亚购物中心开出首店，截至2024年，已在美国各州及部分其他区域开设超过650家门店。
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。
CURV vs ROG — 直观对比
营收规模更大
CURV
是对方的1.2倍
$200.5M
营收增速更快
ROG
高出16.1%
-10.8%
净利率更高
ROG
高出5.0%
-2.7%
自由现金流更多
ROG
多$7.7M
$-6.6M
两年增速更快
ROG
近两年复合增速
-10.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $235.2M | $200.5M |
| 净利润 | $-6.4M | $4.5M |
| 毛利率 | 34.9% | 32.2% |
| 营业利润率 | 0.1% | — |
| 净利率 | -2.7% | 2.2% |
| 营收同比 | -10.8% | 5.2% |
| 净利润同比 | -438.2% | 421.4% |
| 每股收益（稀释后） | $-0.06 | $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CURVROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $235.2M | $201.5M | ||
| Q3 25 | $262.8M | $216.0M | ||
| Q2 25 | $266.0M | $202.8M | ||
| Q1 25 | $275.6M | $190.5M | ||
| Q4 24 | $263.8M | $192.2M | ||
| Q3 24 | $284.6M | $210.3M | ||
| Q2 24 | $279.8M | $214.2M |
净利润CURVROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-6.4M | $4.6M | ||
| Q3 25 | $1.6M | $8.6M | ||
| Q2 25 | $5.9M | $-73.6M | ||
| Q1 25 | $-3.0M | $-1.4M | ||
| Q4 24 | $-1.2M | $-500.0K | ||
| Q3 24 | $8.3M | $10.7M | ||
| Q2 24 | $12.2M | $8.1M |
毛利率CURVROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 34.9% | 31.5% | ||
| Q3 25 | 35.6% | 33.5% | ||
| Q2 25 | 38.1% | 31.6% | ||
| Q1 25 | 33.6% | 29.9% | ||
| Q4 24 | 36.1% | 32.1% | ||
| Q3 24 | 38.7% | 35.2% | ||
| Q2 24 | 41.3% | 34.1% |
营业利润率CURVROG
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 3.5% | ||
| Q3 25 | 3.9% | 7.3% | ||
| Q2 25 | 6.0% | -33.3% | ||
| Q1 25 | 1.3% | -0.2% | ||
| Q4 24 | 2.7% | -6.6% | ||
| Q3 24 | 7.2% | 6.9% | ||
| Q2 24 | 9.3% | 5.3% |
净利率CURVROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -2.7% | 2.3% | ||
| Q3 25 | 0.6% | 4.0% | ||
| Q2 25 | 2.2% | -36.3% | ||
| Q1 25 | -1.1% | -0.7% | ||
| Q4 24 | -0.5% | -0.3% | ||
| Q3 24 | 2.9% | 5.1% | ||
| Q2 24 | 4.4% | 3.8% |
每股收益（稀释后）CURVROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.06 | $0.20 | ||
| Q3 25 | $0.02 | $0.48 | ||
| Q2 25 | $0.06 | $-4.00 | ||
| Q1 25 | $-0.04 | $-0.08 | ||
| Q4 24 | $-0.01 | $-0.04 | ||
| Q3 24 | $0.08 | $0.58 | ||
| Q2 24 | $0.12 | $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 | $17.2M | $195.8M |
| 总债务越低越好 | $276.4M | — |
| 股东权益账面价值 | $-206.5M | $1.2B |
| 总资产 | $402.9M | $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CURVROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $17.2M | $197.0M | ||
| Q3 25 | $21.5M | $167.8M | ||
| Q2 25 | $23.7M | $157.2M | ||
| Q1 25 | $48.5M | $175.6M | ||
| Q4 24 | $44.0M | $159.8M | ||
| Q3 24 | $53.9M | $146.4M | ||
| Q2 24 | $20.5M | $119.9M |
总债务CURVROG
| Q1 26 | — | — | ||
| Q4 25 | $276.4M | — | ||
| Q3 25 | $280.5M | — | ||
| Q2 25 | $284.5M | — | ||
| Q1 25 | $288.6M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益CURVROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $-206.5M | $1.2B | ||
| Q3 25 | $-201.1M | $1.2B | ||
| Q2 25 | $-183.8M | $1.2B | ||
| Q1 25 | $-191.1M | $1.3B | ||
| Q4 24 | $-189.3M | $1.3B | ||
| Q3 24 | $-188.9M | $1.3B | ||
| Q2 24 | $-198.6M | $1.3B |
总资产CURVROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $402.9M | $1.4B | ||
| Q3 25 | $414.5M | $1.4B | ||
| Q2 25 | $451.4M | $1.5B | ||
| Q1 25 | $488.4M | $1.5B | ||
| Q4 24 | $493.0M | $1.5B | ||
| Q3 24 | $487.5M | $1.5B | ||
| Q2 24 | $479.7M | $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 | $-4.9M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-6.6M | $1.1M |
| 自由现金流率自由现金流/营收 | -2.8% | 0.5% |
| 资本支出强度资本支出/营收 | 0.7% | 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 | $-2.3M | $70.1M |
8季度趋势，按日历期对齐
经营现金流CURVROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-4.9M | $46.9M | ||
| Q3 25 | $15.7M | $28.9M | ||
| Q2 25 | $-18.0M | $13.7M | ||
| Q1 25 | $12.0M | $11.7M | ||
| Q4 24 | $-3.1M | $33.7M | ||
| Q3 24 | $40.8M | $42.4M | ||
| Q2 24 | $27.6M | $22.9M |
自由现金流CURVROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-6.6M | $42.2M | ||
| Q3 25 | $14.6M | $21.2M | ||
| Q2 25 | $-20.6M | $5.6M | ||
| Q1 25 | $10.2M | $2.1M | ||
| Q4 24 | $-5.5M | $18.3M | ||
| Q3 24 | $37.7M | $25.2M | ||
| Q2 24 | $20.6M | $8.8M |
自由现金流率CURVROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | -2.8% | 20.9% | ||
| Q3 25 | 5.6% | 9.8% | ||
| Q2 25 | -7.7% | 2.8% | ||
| Q1 25 | 3.7% | 1.1% | ||
| Q4 24 | -2.1% | 9.5% | ||
| Q3 24 | 13.2% | 12.0% | ||
| Q2 24 | 7.4% | 4.1% |
资本支出强度CURVROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.7% | 2.3% | ||
| Q3 25 | 0.4% | 3.6% | ||
| Q2 25 | 1.0% | 4.0% | ||
| Q1 25 | 0.6% | 5.0% | ||
| Q4 24 | 0.9% | 8.0% | ||
| Q3 24 | 1.1% | 8.2% | ||
| Q2 24 | 2.5% | 6.6% |
现金转化率CURVROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | 10.05× | 3.36× | ||
| Q2 25 | -3.03× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 4.90× | 3.96× | ||
| Q2 24 | 2.27× | 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
CURV
| Apparel | $213.6M | 91% |
| Non Apparel | $12.3M | 5% |
| Other | $9.2M | 4% |
| Loyalty Program | $1.1M | 0% |
ROG
暂无分部数据
