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dLocal Ltd（DLO）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
dLocal Ltd的季度营收约是ROGERS CORP的1.7倍（$337.9M vs $200.5M），dLocal Ltd净利率更高（16.5% vs 2.2%，领先14.2%），dLocal Ltd同比增速更快（65.2% vs 5.2%），dLocal Ltd自由现金流更多（$99.8M vs $1.1M）
dLocal是一家总部位于乌拉圭的金融科技企业，专注于提供跨境支付解决方案，搭建全球商户与新兴市场之间的支付链路，助力国际商户顺畅接入新兴市场本地支付网络，高效开展跨境业务。
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。
DLO vs ROG — 直观对比
营收规模更大
DLO
是对方的1.7倍
$200.5M
营收增速更快
DLO
高出60.0%
5.2%
净利率更高
DLO
高出14.2%
2.2%
自由现金流更多
DLO
多$98.7M
$1.1M
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $337.9M | $200.5M |
| 净利润 | $55.6M | $4.5M |
| 毛利率 | 34.3% | 32.2% |
| 营业利润率 | 18.6% | — |
| 净利率 | 16.5% | 2.2% |
| 营收同比 | 65.2% | 5.2% |
| 净利润同比 | 87.3% | 421.4% |
| 每股收益（稀释后） | $0.18 | $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DLOROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $337.9M | $201.5M | ||
| Q3 25 | $282.5M | $216.0M | ||
| Q2 25 | — | $202.8M | ||
| Q1 25 | — | $190.5M | ||
| Q4 24 | $204.5M | $192.2M | ||
| Q3 24 | $185.8M | $210.3M | ||
| Q2 24 | — | $214.2M |
净利润DLOROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $55.6M | $4.6M | ||
| Q3 25 | $141.3M | $8.6M | ||
| Q2 25 | — | $-73.6M | ||
| Q1 25 | — | $-1.4M | ||
| Q4 24 | $29.7M | $-500.0K | ||
| Q3 24 | $90.8M | $10.7M | ||
| Q2 24 | — | $8.1M |
毛利率DLOROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 34.3% | 31.5% | ||
| Q3 25 | 36.5% | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | 40.9% | 32.1% | ||
| Q3 24 | 42.1% | 35.2% | ||
| Q2 24 | — | 34.1% |
营业利润率DLOROG
| Q1 26 | — | — | ||
| Q4 25 | 18.6% | 3.5% | ||
| Q3 25 | 19.7% | 7.3% | ||
| Q2 25 | — | -33.3% | ||
| Q1 25 | — | -0.2% | ||
| Q4 24 | 20.7% | -6.6% | ||
| Q3 24 | 22.1% | 6.9% | ||
| Q2 24 | — | 5.3% |
净利率DLOROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 16.5% | 2.3% | ||
| Q3 25 | 50.0% | 4.0% | ||
| Q2 25 | — | -36.3% | ||
| Q1 25 | — | -0.7% | ||
| Q4 24 | 14.5% | -0.3% | ||
| Q3 24 | 48.9% | 5.1% | ||
| Q2 24 | — | 3.8% |
每股收益（稀释后）DLOROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.18 | $0.20 | ||
| Q3 25 | $0.17 | $0.48 | ||
| Q2 25 | — | $-4.00 | ||
| Q1 25 | — | $-0.08 | ||
| Q4 24 | $0.09 | $-0.04 | ||
| Q3 24 | $0.09 | $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 | $719.9M | $195.8M |
| 总债务越低越好 | $86.7M | — |
| 股东权益账面价值 | $569.4M | $1.2B |
| 总资产 | $1.5B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.15× | — |
8季度趋势，按日历期对齐
现金及短期投资DLOROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $719.9M | $197.0M | ||
| Q3 25 | $604.5M | $167.8M | ||
| Q2 25 | — | $157.2M | ||
| Q1 25 | — | $175.6M | ||
| Q4 24 | $425.2M | $159.8M | ||
| Q3 24 | $560.5M | $146.4M | ||
| Q2 24 | — | $119.9M |
总债务DLOROG
| Q1 26 | — | — | ||
| Q4 25 | $86.7M | — | ||
| Q3 25 | $63.1M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $39.8M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益DLOROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $569.4M | $1.2B | ||
| Q3 25 | $504.7M | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | $489.0M | $1.3B | ||
| Q3 24 | $457.0M | $1.3B | ||
| Q2 24 | — | $1.3B |
总资产DLOROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $1.2B | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.5B |
负债/权益比DLOROG
| Q1 26 | — | — | ||
| Q4 25 | 0.15× | — | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.08× | — | ||
| 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 | $100.4M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $99.8M | $1.1M |
| 自由现金流率自由现金流/营收 | 29.5% | 0.5% |
| 资本支出强度资本支出/营收 | 0.2% | 2.3% |
| 现金转化率经营现金流/净利润 | 1.80× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $378.7M | $70.1M |
8季度趋势，按日历期对齐
经营现金流DLOROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $100.4M | $46.9M | ||
| Q3 25 | $315.0M | $28.9M | ||
| Q2 25 | — | $13.7M | ||
| Q1 25 | — | $11.7M | ||
| Q4 24 | $-141.1M | $33.7M | ||
| Q3 24 | $108.3M | $42.4M | ||
| Q2 24 | — | $22.9M |
自由现金流DLOROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $99.8M | $42.2M | ||
| Q3 25 | $313.4M | $21.2M | ||
| Q2 25 | — | $5.6M | ||
| Q1 25 | — | $2.1M | ||
| Q4 24 | $-141.6M | $18.3M | ||
| Q3 24 | $107.1M | $25.2M | ||
| Q2 24 | — | $8.8M |
自由现金流率DLOROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 29.5% | 20.9% | ||
| Q3 25 | 110.9% | 9.8% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | -69.2% | 9.5% | ||
| Q3 24 | 57.6% | 12.0% | ||
| Q2 24 | — | 4.1% |
资本支出强度DLOROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.2% | 2.3% | ||
| Q3 25 | 0.6% | 3.6% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | 0.2% | 8.0% | ||
| Q3 24 | 0.7% | 8.2% | ||
| Q2 24 | — | 6.6% |
现金转化率DLOROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 1.80× | 10.20× | ||
| Q3 25 | 2.23× | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -4.75× | — | ||
| Q3 24 | 1.19× | 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
