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杜比实验室(DLB)与ROGERS CORP(ROG)财务数据对比。点击上方公司名可切换其他公司
杜比实验室的季度营收约是ROGERS CORP的2.0倍($395.6M vs $200.5M),杜比实验室净利率更高(24.0% vs 2.2%,领先21.7%),杜比实验室同比增速更快(7.1% vs 5.2%),过去两年杜比实验室的营收复合增速更高(13.9% vs -3.3%)
杜比实验室是一家美国科技企业,专注于音频降噪、音频编码压缩、空间音频及高动态范围(HDR)影像等技术的研发,旗下技术广泛授权给全球各地的消费电子制造商使用,助力终端产品为用户带来更出色的视听体验。
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。
DLB vs ROG — 直观对比
营收规模更大
DLB
是对方的2.0倍
$200.5M
营收增速更快
DLB
高出1.8%
5.2%
净利率更高
DLB
高出21.7%
2.2%
两年增速更快
DLB
近两年复合增速
-3.3%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $395.6M | $200.5M |
| 净利润 | $94.9M | $4.5M |
| 毛利率 | 88.7% | 32.2% |
| 营业利润率 | 28.5% | — |
| 净利率 | 24.0% | 2.2% |
| 营收同比 | 7.1% | 5.2% |
| 净利润同比 | 3.4% | 421.4% |
| 每股收益(稀释后) | $0.99 | $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
DLB
ROG
| Q2 26 | $395.6M | — | ||
| Q1 26 | $346.7M | $200.5M | ||
| Q4 25 | $346.7M | $201.5M | ||
| Q3 25 | $307.0M | $216.0M | ||
| Q2 25 | $315.5M | $202.8M | ||
| Q1 25 | $369.6M | $190.5M | ||
| Q4 24 | $357.0M | $192.2M | ||
| Q3 24 | $304.8M | $210.3M |
净利润
DLB
ROG
| Q2 26 | $94.9M | — | ||
| Q1 26 | $53.3M | $4.5M | ||
| Q4 25 | $53.3M | $4.6M | ||
| Q3 25 | $49.3M | $8.6M | ||
| Q2 25 | $46.1M | $-73.6M | ||
| Q1 25 | $91.8M | $-1.4M | ||
| Q4 24 | $67.8M | $-500.0K | ||
| Q3 24 | $58.6M | $10.7M |
毛利率
DLB
ROG
| Q2 26 | 88.7% | — | ||
| Q1 26 | 87.5% | 32.2% | ||
| Q4 25 | 87.5% | 31.5% | ||
| Q3 25 | 87.1% | 33.5% | ||
| Q2 25 | 86.1% | 31.6% | ||
| Q1 25 | 90.3% | 29.9% | ||
| Q4 24 | 88.6% | 32.1% | ||
| Q3 24 | 88.8% | 35.2% |
营业利润率
DLB
ROG
| Q2 26 | 28.5% | — | ||
| Q1 26 | 17.9% | — | ||
| Q4 25 | 17.9% | 3.5% | ||
| Q3 25 | 9.7% | 7.3% | ||
| Q2 25 | 15.1% | -33.3% | ||
| Q1 25 | 29.2% | -0.2% | ||
| Q4 24 | 22.4% | -6.6% | ||
| Q3 24 | 15.2% | 6.9% |
净利率
DLB
ROG
| Q2 26 | 24.0% | — | ||
| Q1 26 | 15.4% | 2.2% | ||
| Q4 25 | 15.4% | 2.3% | ||
| Q3 25 | 16.1% | 4.0% | ||
| Q2 25 | 14.6% | -36.3% | ||
| Q1 25 | 24.8% | -0.7% | ||
| Q4 24 | 19.0% | -0.3% | ||
| Q3 24 | 19.2% | 5.1% |
每股收益(稀释后)
DLB
ROG
| Q2 26 | $0.99 | — | ||
| Q1 26 | $0.55 | $0.25 | ||
| Q4 25 | $0.55 | $0.20 | ||
| Q3 25 | $0.50 | $0.48 | ||
| Q2 25 | $0.48 | $-4.00 | ||
| Q1 25 | $0.94 | $-0.08 | ||
| Q4 24 | $0.70 | $-0.04 | ||
| Q3 24 | $0.59 | $0.58 |
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 | $594.7M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $1.2B |
| 总资产 | $3.2B | $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
DLB
ROG
| Q2 26 | $594.7M | — | ||
| Q1 26 | $644.6M | $195.8M | ||
| Q4 25 | $644.6M | $197.0M | ||
| Q3 25 | $702.6M | $167.8M | ||
| Q2 25 | $699.3M | $157.2M | ||
| Q1 25 | $626.6M | $175.6M | ||
| Q4 24 | $520.8M | $159.8M | ||
| Q3 24 | $482.0M | $146.4M |
股东权益
DLB
ROG
| Q2 26 | $2.6B | — | ||
| Q1 26 | $2.6B | $1.2B | ||
| Q4 25 | $2.6B | $1.2B | ||
| Q3 25 | $2.6B | $1.2B | ||
| Q2 25 | $2.6B | $1.2B | ||
| Q1 25 | $2.6B | $1.3B | ||
| Q4 24 | $2.5B | $1.3B | ||
| Q3 24 | $2.5B | $1.3B |
总资产
DLB
ROG
| Q2 26 | $3.2B | — | ||
| Q1 26 | $3.2B | $1.4B | ||
| Q4 25 | $3.2B | $1.4B | ||
| Q3 25 | $3.2B | $1.4B | ||
| Q2 25 | $3.2B | $1.5B | ||
| Q1 25 | $3.2B | $1.5B | ||
| Q4 24 | $3.2B | $1.5B | ||
| Q3 24 | $3.1B | $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 | $147.3M | $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 | — | 2.3% |
| 现金转化率经营现金流/净利润 | 1.55× | 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
DLB
ROG
| Q2 26 | $147.3M | — | ||
| Q1 26 | $54.8M | $5.8M | ||
| Q4 25 | $54.8M | $46.9M | ||
| Q3 25 | $472.2M | $28.9M | ||
| Q2 25 | $67.7M | $13.7M | ||
| Q1 25 | $174.9M | $11.7M | ||
| Q4 24 | $106.8M | $33.7M | ||
| Q3 24 | $327.3M | $42.4M |
自由现金流
DLB
ROG
| Q2 26 | — | — | ||
| Q1 26 | — | $1.1M | ||
| Q4 25 | $50.2M | $42.2M | ||
| Q3 25 | $435.9M | $21.2M | ||
| Q2 25 | $61.3M | $5.6M | ||
| Q1 25 | $168.0M | $2.1M | ||
| Q4 24 | $100.0M | $18.3M | ||
| Q3 24 | $297.2M | $25.2M |
自由现金流率
DLB
ROG
| Q2 26 | — | — | ||
| Q1 26 | — | 0.5% | ||
| Q4 25 | 14.5% | 20.9% | ||
| Q3 25 | 142.0% | 9.8% | ||
| Q2 25 | 19.4% | 2.8% | ||
| Q1 25 | 45.5% | 1.1% | ||
| Q4 24 | 28.0% | 9.5% | ||
| Q3 24 | 97.5% | 12.0% |
资本支出强度
DLB
ROG
| Q2 26 | — | — | ||
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.3% | 2.3% | ||
| Q3 25 | 11.8% | 3.6% | ||
| Q2 25 | 2.0% | 4.0% | ||
| Q1 25 | 1.9% | 5.0% | ||
| Q4 24 | 1.9% | 8.0% | ||
| Q3 24 | 9.8% | 8.2% |
现金转化率
DLB
ROG
| Q2 26 | 1.55× | — | ||
| Q1 26 | 1.03× | 1.29× | ||
| Q4 25 | 1.03× | 10.20× | ||
| Q3 25 | 9.57× | 3.36× | ||
| Q2 25 | 1.47× | — | ||
| Q1 25 | 1.91× | — | ||
| Q4 24 | 1.57× | — | ||
| Q3 24 | 5.59× | 3.96× |
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
DLB
| Licensing | $372.2M | 94% |
| Products and services | $23.4M | 6% |
ROG
暂无分部数据