vs
DUCOMMUN INC（DCO）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
DUCOMMUN INC的季度营收约是ROGERS CORP的1.1倍（$215.8M vs $200.5M），DUCOMMUN INC净利率更高（3.4% vs 2.2%，领先1.2%），DUCOMMUN INC同比增速更快（9.4% vs 5.2%），ROGERS CORP自由现金流更多（$1.1M vs $-78.8M），过去两年DUCOMMUN INC的营收复合增速更高（6.3% vs -3.3%）
杜科蒙是一家全球性航空航天与国防制造企业，主要供应复杂结构部件、电子系统，提供专业工程服务，覆盖商用航空、军事国防、航天领域客户，交付适用于关键航空航天场景的高可靠性解决方案。
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。
DCO vs ROG — 直观对比
营收规模更大
DCO
是对方的1.1倍
$200.5M
营收增速更快
DCO
高出4.1%
5.2%
净利率更高
DCO
高出1.2%
2.2%
自由现金流更多
ROG
多$79.9M
$-78.8M
两年增速更快
DCO
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $215.8M | $200.5M |
| 净利润 | $7.4M | $4.5M |
| 毛利率 | 27.7% | 32.2% |
| 营业利润率 | 6.5% | — |
| 净利率 | 3.4% | 2.2% |
| 营收同比 | 9.4% | 5.2% |
| 净利润同比 | 9.9% | 421.4% |
| 每股收益（稀释后） | $0.52 | $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DCOROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $215.8M | $201.5M | ||
| Q3 25 | $212.6M | $216.0M | ||
| Q2 25 | $202.3M | $202.8M | ||
| Q1 25 | $194.1M | $190.5M | ||
| Q4 24 | $197.3M | $192.2M | ||
| Q3 24 | $201.4M | $210.3M | ||
| Q2 24 | $197.0M | $214.2M |
净利润DCOROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $7.4M | $4.6M | ||
| Q3 25 | $-64.4M | $8.6M | ||
| Q2 25 | $12.6M | $-73.6M | ||
| Q1 25 | $10.5M | $-1.4M | ||
| Q4 24 | $6.8M | $-500.0K | ||
| Q3 24 | $10.1M | $10.7M | ||
| Q2 24 | $7.7M | $8.1M |
毛利率DCOROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 27.7% | 31.5% | ||
| Q3 25 | 26.6% | 33.5% | ||
| Q2 25 | 26.6% | 31.6% | ||
| Q1 25 | 26.6% | 29.9% | ||
| Q4 24 | 23.5% | 32.1% | ||
| Q3 24 | 26.2% | 35.2% | ||
| Q2 24 | 26.0% | 34.1% |
营业利润率DCOROG
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | 3.5% | ||
| Q3 25 | -37.7% | 7.3% | ||
| Q2 25 | 8.5% | -33.3% | ||
| Q1 25 | 8.5% | -0.2% | ||
| Q4 24 | 5.3% | -6.6% | ||
| Q3 24 | 7.6% | 6.9% | ||
| Q2 24 | 7.1% | 5.3% |
净利率DCOROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 3.4% | 2.3% | ||
| Q3 25 | -30.3% | 4.0% | ||
| Q2 25 | 6.2% | -36.3% | ||
| Q1 25 | 5.4% | -0.7% | ||
| Q4 24 | 3.4% | -0.3% | ||
| Q3 24 | 5.0% | 5.1% | ||
| Q2 24 | 3.9% | 3.8% |
每股收益（稀释后）DCOROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.52 | $0.20 | ||
| Q3 25 | $-4.30 | $0.48 | ||
| Q2 25 | $0.82 | $-4.00 | ||
| Q1 25 | $0.69 | $-0.08 | ||
| Q4 24 | $0.45 | $-0.04 | ||
| Q3 24 | $0.67 | $0.58 | ||
| Q2 24 | $0.52 | $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 | $45.3M | $195.8M |
| 总债务越低越好 | $298.8M | — |
| 股东权益账面价值 | $662.1M | $1.2B |
| 总资产 | $1.2B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.45× | — |
8季度趋势，按日历期对齐
现金及短期投资DCOROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $45.3M | $197.0M | ||
| Q3 25 | $50.9M | $167.8M | ||
| Q2 25 | $37.1M | $157.2M | ||
| Q1 25 | $30.7M | $175.6M | ||
| Q4 24 | $37.1M | $159.8M | ||
| Q3 24 | $37.3M | $146.4M | ||
| Q2 24 | $29.4M | $119.9M |
总债务DCOROG
| Q1 26 | — | — | ||
| Q4 25 | $298.8M | — | ||
| Q3 25 | $215.0M | — | ||
| Q2 25 | $218.1M | — | ||
| Q1 25 | $229.9M | — | ||
| Q4 24 | $229.8M | — | ||
| Q3 24 | $246.0M | — | ||
| Q2 24 | $250.9M | — |
股东权益DCOROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $662.1M | $1.2B | ||
| Q3 25 | $649.0M | $1.2B | ||
| Q2 25 | $707.8M | $1.2B | ||
| Q1 25 | $693.0M | $1.3B | ||
| Q4 24 | $682.5M | $1.3B | ||
| Q3 24 | $665.6M | $1.3B | ||
| Q2 24 | $655.9M | $1.3B |
总资产DCOROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.1B | $1.5B | ||
| Q1 25 | $1.1B | $1.5B | ||
| Q4 24 | $1.1B | $1.5B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $1.1B | $1.5B |
负债/权益比DCOROG
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | — | ||
| Q3 25 | 0.33× | — | ||
| Q2 25 | 0.31× | — | ||
| Q1 25 | 0.33× | — | ||
| Q4 24 | 0.34× | — | ||
| Q3 24 | 0.37× | — | ||
| Q2 24 | 0.38× | — |
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 | $-74.7M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-78.8M | $1.1M |
| 自由现金流率自由现金流/营收 | -36.5% | 0.5% |
| 资本支出强度资本支出/营收 | 1.9% | 2.3% |
| 现金转化率经营现金流/净利润 | -10.03× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $-48.6M | $70.1M |
8季度趋势，按日历期对齐
经营现金流DCOROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-74.7M | $46.9M | ||
| Q3 25 | $18.1M | $28.9M | ||
| Q2 25 | $22.4M | $13.7M | ||
| Q1 25 | $771.0K | $11.7M | ||
| Q4 24 | $18.4M | $33.7M | ||
| Q3 24 | $13.9M | $42.4M | ||
| Q2 24 | $3.5M | $22.9M |
自由现金流DCOROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-78.8M | $42.2M | ||
| Q3 25 | $16.0M | $21.2M | ||
| Q2 25 | $18.1M | $5.6M | ||
| Q1 25 | $-4.0M | $2.1M | ||
| Q4 24 | $14.6M | $18.3M | ||
| Q3 24 | $12.0M | $25.2M | ||
| Q2 24 | $144.0K | $8.8M |
自由现金流率DCOROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | -36.5% | 20.9% | ||
| Q3 25 | 7.5% | 9.8% | ||
| Q2 25 | 9.0% | 2.8% | ||
| Q1 25 | -2.1% | 1.1% | ||
| Q4 24 | 7.4% | 9.5% | ||
| Q3 24 | 5.9% | 12.0% | ||
| Q2 24 | 0.1% | 4.1% |
资本支出强度DCOROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.9% | 2.3% | ||
| Q3 25 | 1.0% | 3.6% | ||
| Q2 25 | 2.1% | 4.0% | ||
| Q1 25 | 2.5% | 5.0% | ||
| Q4 24 | 2.0% | 8.0% | ||
| Q3 24 | 1.0% | 8.2% | ||
| Q2 24 | 1.7% | 6.6% |
现金转化率DCOROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | -10.03× | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | 1.79× | — | ||
| Q1 25 | 0.07× | — | ||
| Q4 24 | 2.72× | — | ||
| Q3 24 | 1.37× | 3.96× | ||
| Q2 24 | 0.45× | 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
DCO
| Other | $90.1M | 42% |
| Militaryand Space | $60.0M | 28% |
| Electronic Systems Segment | $31.3M | 15% |
| Commercial Aerospace | $24.8M | 11% |
| Estimate At Completion Adjustment | $6.6M | 3% |
| Industrial | $3.0M | 1% |
ROG
暂无分部数据
