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GE医疗（DHC）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
GE医疗的季度营收约是ROGERS CORP的1.9倍（$379.6M vs $200.5M），ROGERS CORP净利率更高（2.2% vs -5.6%，领先7.8%），ROGERS CORP同比增速更快（5.2% vs -0.0%），ROGERS CORP自由现金流更多（$1.1M vs $-166.4M），过去两年GE医疗的营收复合增速更高（1.2% vs -3.3%）
GE医疗是一家总部位于美国伊利诺伊州芝加哥市的医疗科技企业，业务涵盖四大板块：医疗影像设备，包括分子成像、CT、核磁共振、妇科健康筛查及X光系统；超声设备；患者护理解决方案，聚焦远程患者监测、麻醉呼吸护理、心脏诊断及婴幼儿护理；此外还涉及医药相关领域，是全球医疗行业的知名企业。
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。
DHC vs ROG — 直观对比
营收规模更大
DHC
是对方的1.9倍
$200.5M
营收增速更快
ROG
高出5.3%
-0.0%
净利率更高
ROG
高出7.8%
-5.6%
自由现金流更多
ROG
多$167.5M
$-166.4M
两年增速更快
DHC
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $379.6M | $200.5M |
| 净利润 | $-21.2M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | -12.6% | — |
| 净利率 | -5.6% | 2.2% |
| 营收同比 | -0.0% | 5.2% |
| 净利润同比 | 75.7% | 421.4% |
| 每股收益（稀释后） | $-0.09 | $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DHCROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $379.6M | $201.5M | ||
| Q3 25 | $388.7M | $216.0M | ||
| Q2 25 | $382.7M | $202.8M | ||
| Q1 25 | $386.9M | $190.5M | ||
| Q4 24 | $379.6M | $192.2M | ||
| Q3 24 | $373.6M | $210.3M | ||
| Q2 24 | $371.4M | $214.2M |
净利润DHCROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-21.2M | $4.6M | ||
| Q3 25 | $-164.0M | $8.6M | ||
| Q2 25 | $-91.6M | $-73.6M | ||
| Q1 25 | $-9.0M | $-1.4M | ||
| Q4 24 | $-87.4M | $-500.0K | ||
| Q3 24 | $-98.7M | $10.7M | ||
| Q2 24 | $-97.9M | $8.1M |
毛利率DHCROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
营业利润率DHCROG
| Q1 26 | — | — | ||
| Q4 25 | -12.6% | 3.5% | ||
| Q3 25 | -43.4% | 7.3% | ||
| Q2 25 | -24.5% | -33.3% | ||
| Q1 25 | -2.7% | -0.2% | ||
| Q4 24 | -26.1% | -6.6% | ||
| Q3 24 | -26.5% | 6.9% | ||
| Q2 24 | -23.0% | 5.3% |
净利率DHCROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -5.6% | 2.3% | ||
| Q3 25 | -42.2% | 4.0% | ||
| Q2 25 | -23.9% | -36.3% | ||
| Q1 25 | -2.3% | -0.7% | ||
| Q4 24 | -23.0% | -0.3% | ||
| Q3 24 | -26.4% | 5.1% | ||
| Q2 24 | -26.3% | 3.8% |
每股收益（稀释后）DHCROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.09 | $0.20 | ||
| Q3 25 | $-0.68 | $0.48 | ||
| Q2 25 | $-0.38 | $-4.00 | ||
| Q1 25 | $-0.04 | $-0.08 | ||
| Q4 24 | $-0.37 | $-0.04 | ||
| Q3 24 | $-0.41 | $0.58 | ||
| Q2 24 | $-0.41 | $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 | $105.4M | $195.8M |
| 总债务越低越好 | $2.4B | — |
| 股东权益账面价值 | $1.7B | $1.2B |
| 总资产 | $4.4B | $1.4B |
| 负债/权益比越低杠杆越低 | 1.47× | — |
8季度趋势，按日历期对齐
现金及短期投资DHCROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $105.4M | $197.0M | ||
| Q3 25 | $201.4M | $167.8M | ||
| Q2 25 | $141.8M | $157.2M | ||
| Q1 25 | $302.6M | $175.6M | ||
| Q4 24 | $144.6M | $159.8M | ||
| Q3 24 | $256.5M | $146.4M | ||
| Q2 24 | $265.6M | $119.9M |
总债务DHCROG
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益DHCROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.7B | $1.2B | ||
| Q3 25 | $1.7B | $1.2B | ||
| Q2 25 | $1.9B | $1.2B | ||
| Q1 25 | $1.9B | $1.3B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $2.0B | $1.3B | ||
| Q2 24 | $2.1B | $1.3B |
总资产DHCROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $4.4B | $1.4B | ||
| Q3 25 | $4.7B | $1.4B | ||
| Q2 25 | $4.8B | $1.5B | ||
| Q1 25 | $5.0B | $1.5B | ||
| Q4 24 | $5.1B | $1.5B | ||
| Q3 24 | $5.3B | $1.5B | ||
| Q2 24 | $5.3B | $1.5B |
负债/权益比DHCROG
| Q1 26 | — | — | ||
| Q4 25 | 1.47× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $-19.6M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-166.4M | $1.1M |
| 自由现金流率自由现金流/营收 | -43.8% | 0.5% |
| 资本支出强度资本支出/营收 | 38.7% | 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 | $-280.3M | $70.1M |
8季度趋势，按日历期对齐
经营现金流DHCROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-19.6M | $46.9M | ||
| Q3 25 | $-49.3M | $28.9M | ||
| Q2 25 | $53.0M | $13.7M | ||
| Q1 25 | $-3.2M | $11.7M | ||
| Q4 24 | $112.2M | $33.7M | ||
| Q3 24 | $21.1M | $42.4M | ||
| Q2 24 | $44.3M | $22.9M |
自由现金流DHCROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-166.4M | $42.2M | ||
| Q3 25 | $-89.8M | $21.2M | ||
| Q2 25 | $18.8M | $5.6M | ||
| Q1 25 | $-42.9M | $2.1M | ||
| Q4 24 | $-89.5M | $18.3M | ||
| Q3 24 | $-26.1M | $25.2M | ||
| Q2 24 | $3.3M | $8.8M |
自由现金流率DHCROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | -43.8% | 20.9% | ||
| Q3 25 | -23.1% | 9.8% | ||
| Q2 25 | 4.9% | 2.8% | ||
| Q1 25 | -11.1% | 1.1% | ||
| Q4 24 | -23.6% | 9.5% | ||
| Q3 24 | -7.0% | 12.0% | ||
| Q2 24 | 0.9% | 4.1% |
资本支出强度DHCROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 38.7% | 2.3% | ||
| Q3 25 | 10.4% | 3.6% | ||
| Q2 25 | 8.9% | 4.0% | ||
| Q1 25 | 10.2% | 5.0% | ||
| Q4 24 | 53.1% | 8.0% | ||
| Q3 24 | 12.6% | 8.2% | ||
| Q2 24 | 11.0% | 6.6% |
现金转化率DHCROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| 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
DHC
| Senior Housing Operating Portfolio Segment | $323.4M | 85% |
| Rental Income | $56.2M | 15% |
ROG
暂无分部数据
