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DAKTRONICS INC(DAKT)与ROGERS CORP(ROG)财务数据对比。点击上方公司名可切换其他公司
DAKTRONICS INC的季度营收约是ROGERS CORP的1.1倍($229.3M vs $200.5M),DAKTRONICS INC净利率更高(7.6% vs 2.2%,领先5.4%),DAKTRONICS INC同比增速更快(10.0% vs 5.2%),DAKTRONICS INC自由现金流更多($14.0M vs $1.1M),过去两年DAKTRONICS INC的营收复合增速更高(16.0% vs -3.3%)
达科电子是一家总部位于美国南达科他州布鲁金斯的企业,由两名南达科他州立大学教授于1968年创立,主营业务涵盖视频显示屏、记分牌、数字广告牌、动态信息标识、音响系统及相关产品的设计、生产、销售与服务。
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。
DAKT vs ROG — 直观对比
营收规模更大
DAKT
是对方的1.1倍
$200.5M
营收增速更快
DAKT
高出4.8%
5.2%
净利率更高
DAKT
高出5.4%
2.2%
自由现金流更多
DAKT
多$12.9M
$1.1M
两年增速更快
DAKT
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $229.3M | $200.5M |
| 净利润 | $17.5M | $4.5M |
| 毛利率 | 27.0% | 32.2% |
| 营业利润率 | 9.4% | — |
| 净利率 | 7.6% | 2.2% |
| 营收同比 | 10.0% | 5.2% |
| 净利润同比 | -18.3% | 421.4% |
| 每股收益(稀释后) | $0.35 | $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
DAKT
ROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $229.3M | $201.5M | ||
| Q3 25 | $219.0M | $216.0M | ||
| Q2 25 | $172.6M | $202.8M | ||
| Q1 25 | $149.5M | $190.5M | ||
| Q4 24 | $208.3M | $192.2M | ||
| Q3 24 | $226.1M | $210.3M | ||
| Q2 24 | $215.9M | $214.2M |
净利润
DAKT
ROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $17.5M | $4.6M | ||
| Q3 25 | $16.5M | $8.6M | ||
| Q2 25 | $-9.4M | $-73.6M | ||
| Q1 25 | $-17.2M | $-1.4M | ||
| Q4 24 | $21.4M | $-500.0K | ||
| Q3 24 | $-4.9M | $10.7M | ||
| Q2 24 | $2.5M | $8.1M |
毛利率
DAKT
ROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 27.0% | 31.5% | ||
| Q3 25 | 29.7% | 33.5% | ||
| Q2 25 | 25.0% | 31.6% | ||
| Q1 25 | 24.6% | 29.9% | ||
| Q4 24 | 26.8% | 32.1% | ||
| Q3 24 | 26.4% | 35.2% | ||
| Q2 24 | 25.7% | 34.1% |
营业利润率
DAKT
ROG
| Q1 26 | — | — | ||
| Q4 25 | 9.4% | 3.5% | ||
| Q3 25 | 10.6% | 7.3% | ||
| Q2 25 | -1.0% | -33.3% | ||
| Q1 25 | -2.4% | -0.2% | ||
| Q4 24 | 7.6% | -6.6% | ||
| Q3 24 | 10.0% | 6.9% | ||
| Q2 24 | 9.0% | 5.3% |
净利率
DAKT
ROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 7.6% | 2.3% | ||
| Q3 25 | 7.5% | 4.0% | ||
| Q2 25 | -5.5% | -36.3% | ||
| Q1 25 | -11.5% | -0.7% | ||
| Q4 24 | 10.3% | -0.3% | ||
| Q3 24 | -2.2% | 5.1% | ||
| Q2 24 | 1.2% | 3.8% |
每股收益(稀释后)
DAKT
ROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.35 | $0.20 | ||
| Q3 25 | $0.33 | $0.48 | ||
| Q2 25 | $0.04 | $-4.00 | ||
| Q1 25 | $-0.36 | $-0.08 | ||
| Q4 24 | $0.22 | $-0.04 | ||
| Q3 24 | $-0.11 | $0.58 | ||
| Q2 24 | $0.18 | $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 | $149.6M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $297.5M | $1.2B |
| 总资产 | $548.4M | $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
DAKT
ROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $149.6M | $197.0M | ||
| Q3 25 | $136.9M | $167.8M | ||
| Q2 25 | $127.5M | $157.2M | ||
| Q1 25 | $132.2M | $175.6M | ||
| Q4 24 | $134.4M | $159.8M | ||
| Q3 24 | $96.8M | $146.4M | ||
| Q2 24 | $81.3M | $119.9M |
股东权益
DAKT
ROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $297.5M | $1.2B | ||
| Q3 25 | $279.8M | $1.2B | ||
| Q2 25 | $271.9M | $1.2B | ||
| Q1 25 | $272.3M | $1.3B | ||
| Q4 24 | $260.9M | $1.3B | ||
| Q3 24 | $238.2M | $1.3B | ||
| Q2 24 | $238.8M | $1.3B |
总资产
DAKT
ROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $548.4M | $1.4B | ||
| Q3 25 | $545.6M | $1.4B | ||
| Q2 25 | $502.9M | $1.5B | ||
| Q1 25 | $524.2M | $1.5B | ||
| Q4 24 | $551.9M | $1.5B | ||
| Q3 24 | $553.9M | $1.5B | ||
| Q2 24 | $527.9M | $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 | $16.5M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $14.0M | $1.1M |
| 自由现金流率自由现金流/营收 | 6.1% | 0.5% |
| 资本支出强度资本支出/营收 | 1.1% | 2.3% |
| 现金转化率经营现金流/净利润 | 0.94× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $61.7M | $70.1M |
8季度趋势,按日历期对齐
经营现金流
DAKT
ROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $16.5M | $46.9M | ||
| Q3 25 | $26.1M | $28.9M | ||
| Q2 25 | $22.9M | $13.7M | ||
| Q1 25 | $12.0M | $11.7M | ||
| Q4 24 | $43.3M | $33.7M | ||
| Q3 24 | $19.5M | $42.4M | ||
| Q2 24 | $9.5M | $22.9M |
自由现金流
DAKT
ROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $14.0M | $42.2M | ||
| Q3 25 | $21.8M | $21.2M | ||
| Q2 25 | $18.0M | $5.6M | ||
| Q1 25 | $7.8M | $2.1M | ||
| Q4 24 | $38.0M | $18.3M | ||
| Q3 24 | $14.4M | $25.2M | ||
| Q2 24 | $6.1M | $8.8M |
自由现金流率
DAKT
ROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 6.1% | 20.9% | ||
| Q3 25 | 10.0% | 9.8% | ||
| Q2 25 | 10.5% | 2.8% | ||
| Q1 25 | 5.2% | 1.1% | ||
| Q4 24 | 18.2% | 9.5% | ||
| Q3 24 | 6.4% | 12.0% | ||
| Q2 24 | 2.8% | 4.1% |
资本支出强度
DAKT
ROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.1% | 2.3% | ||
| Q3 25 | 2.0% | 3.6% | ||
| Q2 25 | 2.8% | 4.0% | ||
| Q1 25 | 2.8% | 5.0% | ||
| Q4 24 | 2.6% | 8.0% | ||
| Q3 24 | 2.2% | 8.2% | ||
| Q2 24 | 1.6% | 6.6% |
现金转化率
DAKT
ROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 0.94× | 10.20× | ||
| Q3 25 | 1.58× | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.02× | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | 3.75× | 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
DAKT
| Live Events Segment | $81.5M | 36% |
| Transferred At Point In Time | $41.9M | 18% |
| Limited Configuration | $39.2M | 17% |
| Other | $30.6M | 13% |
| Transportation Segment | $21.3M | 9% |
| Transferred Over Time | $8.8M | 4% |
| Unique Configuration | $6.0M | 3% |
ROG
暂无分部数据