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Delek Logistics Partners, LP（DKL）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
ROGERS CORP的季度营收约是Delek Logistics Partners, LP的1.3倍（$200.5M vs $154.7M），Delek Logistics Partners, LP净利率更高（20.9% vs 2.2%，领先18.7%），Delek Logistics Partners, LP同比增速更快（518.9% vs 5.2%），过去两年ROGERS CORP的营收复合增速更高（-3.3% vs -23.5%）
Delek Logistics Partners, LP是一家总部位于美国的中游能源物流企业，主要提供原油、成品油及可再生燃料的存储、运输与配送服务，客户覆盖美国墨西哥湾沿岸及东南部地区的下游能源运营商、零售燃油网络和工业客户。
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。
DKL vs ROG — 直观对比
营收规模更大
ROG
是对方的1.3倍
$154.7M
营收增速更快
DKL
高出513.6%
5.2%
净利率更高
DKL
高出18.7%
2.2%
两年增速更快
ROG
近两年复合增速
-23.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $154.7M | $200.5M |
| 净利润 | $32.4M | $4.5M |
| 毛利率 | -62.0% | 32.2% |
| 营业利润率 | 25.9% | — |
| 净利率 | 20.9% | 2.2% |
| 营收同比 | 518.9% | 5.2% |
| 净利润同比 | — | 421.4% |
| 每股收益（稀释后） | $0.60 | $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DKLROG
| Q1 26 | $154.7M | $200.5M | ||
| Q4 25 | $255.8M | $201.5M | ||
| Q3 25 | $261.3M | $216.0M | ||
| Q2 25 | $246.3M | $202.8M | ||
| Q1 25 | $249.9M | $190.5M | ||
| Q4 24 | $209.9M | $192.2M | ||
| Q3 24 | $214.1M | $210.3M | ||
| Q2 24 | $264.6M | $214.2M |
净利润DKLROG
| Q1 26 | $32.4M | $4.5M | ||
| Q4 25 | $47.3M | $4.6M | ||
| Q3 25 | $45.6M | $8.6M | ||
| Q2 25 | $44.6M | $-73.6M | ||
| Q1 25 | $39.0M | $-1.4M | ||
| Q4 24 | $35.3M | $-500.0K | ||
| Q3 24 | $33.7M | $10.7M | ||
| Q2 24 | $41.1M | $8.1M |
毛利率DKLROG
| Q1 26 | -62.0% | 32.2% | ||
| Q4 25 | 17.2% | 31.5% | ||
| Q3 25 | 20.6% | 33.5% | ||
| Q2 25 | 25.8% | 31.6% | ||
| Q1 25 | 21.5% | 29.9% | ||
| Q4 24 | 23.4% | 32.1% | ||
| Q3 24 | 22.8% | 35.2% | ||
| Q2 24 | 28.1% | 34.1% |
营业利润率DKLROG
| Q1 26 | 25.9% | — | ||
| Q4 25 | 14.2% | 3.5% | ||
| Q3 25 | 17.4% | 7.3% | ||
| Q2 25 | 21.3% | -33.3% | ||
| Q1 25 | 19.0% | -0.2% | ||
| Q4 24 | 18.1% | -6.6% | ||
| Q3 24 | 14.9% | 6.9% | ||
| Q2 24 | 25.9% | 5.3% |
净利率DKLROG
| Q1 26 | 20.9% | 2.2% | ||
| Q4 25 | 18.5% | 2.3% | ||
| Q3 25 | 17.4% | 4.0% | ||
| Q2 25 | 18.1% | -36.3% | ||
| Q1 25 | 15.6% | -0.7% | ||
| Q4 24 | 16.8% | -0.3% | ||
| Q3 24 | 15.7% | 5.1% | ||
| Q2 24 | 15.5% | 3.8% |
每股收益（稀释后）DKLROG
| Q1 26 | $0.60 | $0.25 | ||
| Q4 25 | — | $0.20 | ||
| Q3 25 | — | $0.48 | ||
| Q2 25 | — | $-4.00 | ||
| Q1 25 | — | $-0.08 | ||
| Q4 24 | — | $-0.04 | ||
| Q3 24 | — | $0.58 | ||
| Q2 24 | — | $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 | $9.9M | $195.8M |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | — | $1.2B |
| 总资产 | $2.9B | $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DKLROG
| Q1 26 | $9.9M | $195.8M | ||
| Q4 25 | $10.9M | $197.0M | ||
| Q3 25 | $6.9M | $167.8M | ||
| Q2 25 | $1.4M | $157.2M | ||
| Q1 25 | $2.1M | $175.6M | ||
| Q4 24 | $5.4M | $159.8M | ||
| Q3 24 | $7.3M | $146.4M | ||
| Q2 24 | $5.1M | $119.9M |
总债务DKLROG
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.6B | — |
股东权益DKLROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.3B |
总资产DKLROG
| Q1 26 | $2.9B | $1.4B | ||
| Q4 25 | $2.8B | $1.4B | ||
| Q3 25 | $2.7B | $1.4B | ||
| Q2 25 | $2.8B | $1.5B | ||
| Q1 25 | $2.4B | $1.5B | ||
| Q4 24 | $2.0B | $1.5B | ||
| Q3 24 | $2.0B | $1.5B | ||
| Q2 24 | $1.6B | $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 | $170.4M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | — | $1.1M |
| 自由现金流率自由现金流/营收 | — | 0.5% |
| 资本支出强度资本支出/营收 | 5.4% | 2.3% |
| 现金转化率经营现金流/净利润 | 5.27× | 1.29× |
| 过去12个月自由现金流最近4个季度 | — | $70.1M |
8季度趋势，按日历期对齐
经营现金流DKLROG
| Q1 26 | $170.4M | $5.8M | ||
| Q4 25 | $43.2M | $46.9M | ||
| Q3 25 | $54.9M | $28.9M | ||
| Q2 25 | $107.4M | $13.7M | ||
| Q1 25 | $31.6M | $11.7M | ||
| Q4 24 | $49.9M | $33.7M | ||
| Q3 24 | $24.9M | $42.4M | ||
| Q2 24 | $87.6M | $22.9M |
自由现金流DKLROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $12.6M | $42.2M | ||
| Q3 25 | $-12.3M | $21.2M | ||
| Q2 25 | $-7.1M | $5.6M | ||
| Q1 25 | $-23.9M | $2.1M | ||
| Q4 24 | $3.9M | $18.3M | ||
| Q3 24 | $-31.7M | $25.2M | ||
| Q2 24 | $72.5M | $8.8M |
自由现金流率DKLROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 4.9% | 20.9% | ||
| Q3 25 | -4.7% | 9.8% | ||
| Q2 25 | -2.9% | 2.8% | ||
| Q1 25 | -9.6% | 1.1% | ||
| Q4 24 | 1.8% | 9.5% | ||
| Q3 24 | -14.8% | 12.0% | ||
| Q2 24 | 27.4% | 4.1% |
资本支出强度DKLROG
| Q1 26 | 5.4% | 2.3% | ||
| Q4 25 | 12.0% | 2.3% | ||
| Q3 25 | 25.7% | 3.6% | ||
| Q2 25 | 46.5% | 4.0% | ||
| Q1 25 | 22.2% | 5.0% | ||
| Q4 24 | 21.9% | 8.0% | ||
| Q3 24 | 26.4% | 8.2% | ||
| Q2 24 | 5.7% | 6.6% |
现金转化率DKLROG
| Q1 26 | 5.27× | 1.29× | ||
| Q4 25 | 0.91× | 10.20× | ||
| Q3 25 | 1.21× | 3.36× | ||
| Q2 25 | 2.41× | — | ||
| Q1 25 | 0.81× | — | ||
| Q4 24 | 1.41× | — | ||
| Q3 24 | 0.74× | 3.96× | ||
| Q2 24 | 2.13× | 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
DKL
| Third party | $105.4M | 68% |
| Affiliate | $49.2M | 32% |
ROG
暂无分部数据
