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eHealth, Inc.（EHTH）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
eHealth, Inc.的季度营收约是ROGERS CORP的1.6倍（$326.2M vs $200.5M），eHealth, Inc.净利率更高（26.7% vs 2.2%，领先24.5%），ROGERS CORP同比增速更快（5.2% vs 3.5%），ROGERS CORP自由现金流更多（$1.1M vs $-36.1M），过去两年eHealth, Inc.的营收复合增速更高（87.3% vs -3.3%）
eHealth, Inc.以eHealthInsurance品牌开展业务，是一家公开上市的健康保险在线交易平台，公司注册于特拉华州，总部位于加利福尼亚州圣克拉拉。该平台主要提供医疗保险相关计划，涵盖联邦医疗保险处方药计划、联邦医疗保险补充计划、优势计划等产品，同时也售卖个人健康保险产品，业务覆盖美国全部50个州及华盛顿特区。
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。
EHTH vs ROG — 直观对比
营收规模更大
EHTH
是对方的1.6倍
$200.5M
营收增速更快
ROG
高出1.7%
3.5%
净利率更高
EHTH
高出24.5%
2.2%
自由现金流更多
ROG
多$37.2M
$-36.1M
两年增速更快
EHTH
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $326.2M | $200.5M |
| 净利润 | $87.2M | $4.5M |
| 毛利率 | 55.3% | 32.2% |
| 营业利润率 | 38.7% | — |
| 净利率 | 26.7% | 2.2% |
| 营收同比 | 3.5% | 5.2% |
| 净利润同比 | -10.6% | 421.4% |
| 每股收益（稀释后） | $2.43 | $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EHTHROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $326.2M | $201.5M | ||
| Q3 25 | $53.9M | $216.0M | ||
| Q2 25 | $60.8M | $202.8M | ||
| Q1 25 | $113.1M | $190.5M | ||
| Q4 24 | $315.2M | $192.2M | ||
| Q3 24 | $58.4M | $210.3M | ||
| Q2 24 | $65.9M | $214.2M |
净利润EHTHROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $87.2M | $4.6M | ||
| Q3 25 | $-31.7M | $8.6M | ||
| Q2 25 | $-17.4M | $-73.6M | ||
| Q1 25 | $1.9M | $-1.4M | ||
| Q4 24 | $97.5M | $-500.0K | ||
| Q3 24 | $-42.5M | $10.7M | ||
| Q2 24 | $-28.0M | $8.1M |
毛利率EHTHROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 55.3% | 31.5% | ||
| Q3 25 | -0.3% | 33.5% | ||
| Q2 25 | 31.1% | 31.6% | ||
| Q1 25 | 36.9% | 29.9% | ||
| Q4 24 | 52.0% | 32.1% | ||
| Q3 24 | -6.5% | 35.2% | ||
| Q2 24 | 28.7% | 34.1% |
营业利润率EHTHROG
| Q1 26 | — | — | ||
| Q4 25 | 38.7% | 3.5% | ||
| Q3 25 | -77.1% | 7.3% | ||
| Q2 25 | -37.9% | -33.3% | ||
| Q1 25 | 4.2% | -0.2% | ||
| Q4 24 | 35.7% | -6.6% | ||
| Q3 24 | -74.0% | 6.9% | ||
| Q2 24 | -42.5% | 5.3% |
净利率EHTHROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 26.7% | 2.3% | ||
| Q3 25 | -58.8% | 4.0% | ||
| Q2 25 | -28.6% | -36.3% | ||
| Q1 25 | 1.7% | -0.7% | ||
| Q4 24 | 30.9% | -0.3% | ||
| Q3 24 | -72.7% | 5.1% | ||
| Q2 24 | -42.5% | 3.8% |
每股收益（稀释后）EHTHROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $2.43 | $0.20 | ||
| Q3 25 | $-1.46 | $0.48 | ||
| Q2 25 | $-0.98 | $-4.00 | ||
| Q1 25 | $-0.33 | $-0.08 | ||
| Q4 24 | $2.93 | $-0.04 | ||
| Q3 24 | $-1.83 | $0.58 | ||
| Q2 24 | $-1.33 | $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 | $73.7M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $591.6M | $1.2B |
| 总资产 | $1.3B | $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EHTHROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $73.7M | $197.0M | ||
| Q3 25 | $63.1M | $167.8M | ||
| Q2 25 | $65.9M | $157.2M | ||
| Q1 25 | $121.1M | $175.6M | ||
| Q4 24 | $39.2M | $159.8M | ||
| Q3 24 | $64.0M | $146.4M | ||
| Q2 24 | $126.3M | $119.9M |
股东权益EHTHROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $591.6M | $1.2B | ||
| Q3 25 | $514.2M | $1.2B | ||
| Q2 25 | $554.9M | $1.2B | ||
| Q1 25 | $581.6M | $1.3B | ||
| Q4 24 | $588.4M | $1.3B | ||
| Q3 24 | $499.3M | $1.3B | ||
| Q2 24 | $548.9M | $1.3B |
总资产EHTHROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $1.1B | $1.5B | ||
| Q1 25 | $1.1B | $1.5B | ||
| Q4 24 | $1.2B | $1.5B | ||
| Q3 24 | $1.0B | $1.5B | ||
| Q2 24 | $1.0B | $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 | $-35.9M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-36.1M | $1.1M |
| 自由现金流率自由现金流/营收 | -11.1% | 0.5% |
| 资本支出强度资本支出/营收 | 0.0% | 2.3% |
| 现金转化率经营现金流/净利润 | -0.41× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $-27.6M | $70.1M |
8季度趋势，按日历期对齐
经营现金流EHTHROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-35.9M | $46.9M | ||
| Q3 25 | $-25.3M | $28.9M | ||
| Q2 25 | $-41.2M | $13.7M | ||
| Q1 25 | $77.1M | $11.7M | ||
| Q4 24 | $-27.7M | $33.7M | ||
| Q3 24 | $-29.3M | $42.4M | ||
| Q2 24 | $-32.2M | $22.9M |
自由现金流EHTHROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-36.1M | $42.2M | ||
| Q3 25 | $-25.5M | $21.2M | ||
| Q2 25 | $-42.8M | $5.6M | ||
| Q1 25 | $76.8M | $2.1M | ||
| Q4 24 | $-28.3M | $18.3M | ||
| Q3 24 | $-30.3M | $25.2M | ||
| Q2 24 | $-32.4M | $8.8M |
自由现金流率EHTHROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | -11.1% | 20.9% | ||
| Q3 25 | -47.4% | 9.8% | ||
| Q2 25 | -70.4% | 2.8% | ||
| Q1 25 | 67.9% | 1.1% | ||
| Q4 24 | -9.0% | 9.5% | ||
| Q3 24 | -51.8% | 12.0% | ||
| Q2 24 | -49.3% | 4.1% |
资本支出强度EHTHROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.0% | 2.3% | ||
| Q3 25 | 0.4% | 3.6% | ||
| Q2 25 | 2.6% | 4.0% | ||
| Q1 25 | 0.3% | 5.0% | ||
| Q4 24 | 0.2% | 8.0% | ||
| Q3 24 | 1.7% | 8.2% | ||
| Q2 24 | 0.4% | 6.6% |
现金转化率EHTHROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | -0.41× | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | 39.55× | — | ||
| Q4 24 | -0.28× | — | ||
| 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
EHTH
| Medicare | $282.7M | 87% |
| Other | $29.2M | 9% |
| Ancillaries | $7.9M | 2% |
| Commission Members Approved In Prior Periods | $3.8M | 1% |
| Small Business | $3.1M | 1% |
| Commission Revenue From Renewals | $2.4M | 1% |
ROG
暂无分部数据
