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Embecta Corp.（EMBC）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
Embecta Corp.的季度营收约是ROGERS CORP的1.3倍（$261.2M vs $200.5M），Embecta Corp.净利率更高（16.9% vs 2.2%，领先14.6%），ROGERS CORP同比增速更快（5.2% vs -0.3%），Embecta Corp.自由现金流更多（$16.6M vs $1.1M），过去两年ROGERS CORP的营收复合增速更高（-3.3% vs -4.6%）
Embecta Corp.是一家专注于糖尿病护理领域的全球医疗科技企业，主要设计、生产及销售胰岛素笔针、注射器、输注组件等给药装置，产品服务覆盖全球多个地区的患者、医疗机构及生物制药合作方。
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。
EMBC vs ROG — 直观对比
营收规模更大
EMBC
是对方的1.3倍
$200.5M
营收增速更快
ROG
高出5.5%
-0.3%
净利率更高
EMBC
高出14.6%
2.2%
自由现金流更多
EMBC
多$15.5M
$1.1M
两年增速更快
ROG
近两年复合增速
-4.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $261.2M | $200.5M |
| 净利润 | $44.1M | $4.5M |
| 毛利率 | 61.9% | 32.2% |
| 营业利润率 | 31.9% | — |
| 净利率 | 16.9% | 2.2% |
| 营收同比 | -0.3% | 5.2% |
| 净利润同比 | — | 421.4% |
| 每股收益（稀释后） | $0.74 | $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EMBCROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $261.2M | $201.5M | ||
| Q3 25 | $264.0M | $216.0M | ||
| Q2 25 | $295.5M | $202.8M | ||
| Q1 25 | $259.0M | $190.5M | ||
| Q4 24 | $261.9M | $192.2M | ||
| Q3 24 | $286.1M | $210.3M | ||
| Q2 24 | $272.5M | $214.2M |
净利润EMBCROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $44.1M | $4.6M | ||
| Q3 25 | $26.4M | $8.6M | ||
| Q2 25 | $45.5M | $-73.6M | ||
| Q1 25 | $23.5M | $-1.4M | ||
| Q4 24 | $0 | $-500.0K | ||
| Q3 24 | $14.6M | $10.7M | ||
| Q2 24 | $14.7M | $8.1M |
毛利率EMBCROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 61.9% | 31.5% | ||
| Q3 25 | 60.0% | 33.5% | ||
| Q2 25 | 66.7% | 31.6% | ||
| Q1 25 | 63.4% | 29.9% | ||
| Q4 24 | 60.0% | 32.1% | ||
| Q3 24 | 60.7% | 35.2% | ||
| Q2 24 | 69.8% | 34.1% |
营业利润率EMBCROG
| Q1 26 | — | — | ||
| Q4 25 | 31.9% | 3.5% | ||
| Q3 25 | 21.4% | 7.3% | ||
| Q2 25 | 31.8% | -33.3% | ||
| Q1 25 | 24.3% | -0.2% | ||
| Q4 24 | 11.0% | -6.6% | ||
| Q3 24 | 9.2% | 6.9% | ||
| Q2 24 | 20.5% | 5.3% |
净利率EMBCROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 16.9% | 2.3% | ||
| Q3 25 | 10.0% | 4.0% | ||
| Q2 25 | 15.4% | -36.3% | ||
| Q1 25 | 9.1% | -0.7% | ||
| Q4 24 | — | -0.3% | ||
| Q3 24 | 5.1% | 5.1% | ||
| Q2 24 | 5.4% | 3.8% |
每股收益（稀释后）EMBCROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.74 | $0.20 | ||
| Q3 25 | $0.44 | $0.48 | ||
| Q2 25 | $0.78 | $-4.00 | ||
| Q1 25 | $0.40 | $-0.08 | ||
| Q4 24 | $0.00 | $-0.04 | ||
| Q3 24 | $0.24 | $0.58 | ||
| Q2 24 | $0.25 | $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 | $201.3M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-613.1M | $1.2B |
| 总资产 | $1.1B | $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EMBCROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $201.3M | $197.0M | ||
| Q3 25 | $225.5M | $167.8M | ||
| Q2 25 | $230.6M | $157.2M | ||
| Q1 25 | $209.3M | $175.6M | ||
| Q4 24 | $210.0M | $159.8M | ||
| Q3 24 | $267.5M | $146.4M | ||
| Q2 24 | $275.1M | $119.9M |
总债务EMBCROG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | — | — |
股东权益EMBCROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $-613.1M | $1.2B | ||
| Q3 25 | $-650.6M | $1.2B | ||
| Q2 25 | $-669.6M | $1.2B | ||
| Q1 25 | $-736.2M | $1.3B | ||
| Q4 24 | $-768.8M | $1.3B | ||
| Q3 24 | $-738.3M | $1.3B | ||
| Q2 24 | $-763.7M | $1.3B |
总资产EMBCROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.1B | $1.5B | ||
| Q4 24 | $1.1B | $1.5B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.3B | $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 | $17.2M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $16.6M | $1.1M |
| 自由现金流率自由现金流/营收 | 6.4% | 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 | 0.39× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $205.8M | $70.1M |
8季度趋势，按日历期对齐
经营现金流EMBCROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $17.2M | $46.9M | ||
| Q3 25 | $84.0M | $28.9M | ||
| Q2 25 | $81.2M | $13.7M | ||
| Q1 25 | $31.8M | $11.7M | ||
| Q4 24 | $-5.3M | $33.7M | ||
| Q3 24 | $26.6M | $42.4M | ||
| Q2 24 | $-2.1M | $22.9M |
自由现金流EMBCROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $16.6M | $42.2M | ||
| Q3 25 | $76.7M | $21.2M | ||
| Q2 25 | $80.8M | $5.6M | ||
| Q1 25 | $31.7M | $2.1M | ||
| Q4 24 | $-6.8M | $18.3M | ||
| Q3 24 | — | $25.2M | ||
| Q2 24 | $-11.8M | $8.8M |
自由现金流率EMBCROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 6.4% | 20.9% | ||
| Q3 25 | 29.1% | 9.8% | ||
| Q2 25 | 27.3% | 2.8% | ||
| Q1 25 | 12.2% | 1.1% | ||
| Q4 24 | -2.6% | 9.5% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | -4.3% | 4.1% |
资本支出强度EMBCROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.2% | 2.3% | ||
| Q3 25 | 2.8% | 3.6% | ||
| Q2 25 | 0.1% | 4.0% | ||
| Q1 25 | 0.0% | 5.0% | ||
| Q4 24 | 0.6% | 8.0% | ||
| Q3 24 | 0.0% | 8.2% | ||
| Q2 24 | 3.6% | 6.6% |
现金转化率EMBCROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 0.39× | 10.20× | ||
| Q3 25 | 3.18× | 3.36× | ||
| Q2 25 | 1.78× | — | ||
| Q1 25 | 1.35× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.82× | 3.96× | ||
| Q2 24 | -0.14× | 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
EMBC
| Pen Needles | $185.5M | 71% |
| Safety | $37.3M | 14% |
| Syringes | $30.7M | 12% |
| Manufacturing Facility | $4.1M | 2% |
ROG
暂无分部数据
