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ESCO TECHNOLOGIES INC（ESE）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
ESCO TECHNOLOGIES INC的季度营收约是ROGERS CORP的1.4倍（$289.7M vs $200.5M），ESCO TECHNOLOGIES INC净利率更高（9.9% vs 2.2%，领先7.7%），ESCO TECHNOLOGIES INC同比增速更快（17.3% vs 5.2%），ESCO TECHNOLOGIES INC自由现金流更多（$63.0M vs $1.1M），过去两年ESCO TECHNOLOGIES INC的营收复合增速更高（7.8% vs -3.3%）
ESCO是来自新加坡的品牌，专注于实验室领域相关产品及服务的研发、生产与销售，可为各类科研、检测及工业实验室提供适配的产品解决方案与配套支持，产品广泛应用于生命科学、医疗健康、工业检测等多个领域。
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。
ESE vs ROG — 直观对比
营收规模更大
ESE
是对方的1.4倍
$200.5M
营收增速更快
ESE
高出12.0%
5.2%
净利率更高
ESE
高出7.7%
2.2%
自由现金流更多
ESE
多$61.9M
$1.1M
两年增速更快
ESE
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $289.7M | $200.5M |
| 净利润 | $28.7M | $4.5M |
| 毛利率 | 41.4% | 32.2% |
| 营业利润率 | 13.2% | — |
| 净利率 | 9.9% | 2.2% |
| 营收同比 | 17.3% | 5.2% |
| 净利润同比 | 22.2% | 421.4% |
| 每股收益（稀释后） | $1.11 | $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ESEROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $289.7M | $201.5M | ||
| Q3 25 | $286.5M | $216.0M | ||
| Q2 25 | $296.3M | $202.8M | ||
| Q1 25 | $265.5M | $190.5M | ||
| Q4 24 | $247.0M | $192.2M | ||
| Q3 24 | $298.5M | $210.3M | ||
| Q2 24 | $260.8M | $214.2M |
净利润ESEROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $28.7M | $4.6M | ||
| Q3 25 | $218.7M | $8.6M | ||
| Q2 25 | $26.1M | $-73.6M | ||
| Q1 25 | $31.0M | $-1.4M | ||
| Q4 24 | $23.5M | $-500.0K | ||
| Q3 24 | $34.3M | $10.7M | ||
| Q2 24 | $29.2M | $8.1M |
毛利率ESEROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 41.4% | 31.5% | ||
| Q3 25 | 45.9% | 33.5% | ||
| Q2 25 | 41.2% | 31.6% | ||
| Q1 25 | 41.1% | 29.9% | ||
| Q4 24 | 39.8% | 32.1% | ||
| Q3 24 | 40.1% | 35.2% | ||
| Q2 24 | 39.6% | 34.1% |
营业利润率ESEROG
| Q1 26 | — | — | ||
| Q4 25 | 13.2% | 3.5% | ||
| Q3 25 | 17.2% | 7.3% | ||
| Q2 25 | 11.2% | -33.3% | ||
| Q1 25 | 15.3% | -0.2% | ||
| Q4 24 | 11.4% | -6.6% | ||
| Q3 24 | 14.8% | 6.9% | ||
| Q2 24 | 14.3% | 5.3% |
净利率ESEROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 9.9% | 2.3% | ||
| Q3 25 | 76.3% | 4.0% | ||
| Q2 25 | 8.8% | -36.3% | ||
| Q1 25 | 11.7% | -0.7% | ||
| Q4 24 | 9.5% | -0.3% | ||
| Q3 24 | 11.5% | 5.1% | ||
| Q2 24 | 11.2% | 3.8% |
每股收益（稀释后）ESEROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $1.11 | $0.20 | ||
| Q3 25 | $8.43 | $0.48 | ||
| Q2 25 | $1.01 | $-4.00 | ||
| Q1 25 | $1.20 | $-0.08 | ||
| Q4 24 | $0.91 | $-0.04 | ||
| Q3 24 | $1.32 | $0.58 | ||
| Q2 24 | $1.13 | $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 | $103.8M | $195.8M |
| 总债务越低越好 | $145.5M | — |
| 股东权益账面价值 | $1.6B | $1.2B |
| 总资产 | $2.4B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.09× | — |
8季度趋势，按日历期对齐
现金及短期投资ESEROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $103.8M | $197.0M | ||
| Q3 25 | $101.3M | $167.8M | ||
| Q2 25 | $78.7M | $157.2M | ||
| Q1 25 | $57.4M | $175.6M | ||
| Q4 24 | $71.3M | $159.8M | ||
| Q3 24 | $66.0M | $146.4M | ||
| Q2 24 | $63.0M | $119.9M |
总债务ESEROG
| Q1 26 | — | — | ||
| Q4 25 | $145.5M | — | ||
| Q3 25 | $186.0M | — | ||
| Q2 25 | $525.0M | — | ||
| Q1 25 | $88.0M | — | ||
| Q4 24 | $112.0M | — | ||
| Q3 24 | $122.0M | — | ||
| Q2 24 | $173.0M | — |
股东权益ESEROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.6B | $1.2B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.2B | $1.3B | ||
| Q2 24 | $1.2B | $1.3B |
总资产ESEROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.4B | $1.4B | ||
| Q3 25 | $2.4B | $1.4B | ||
| Q2 25 | $2.5B | $1.5B | ||
| Q1 25 | $1.8B | $1.5B | ||
| Q4 24 | $1.8B | $1.5B | ||
| Q3 24 | $1.8B | $1.5B | ||
| Q2 24 | $1.8B | $1.5B |
负债/权益比ESEROG
| Q1 26 | — | — | ||
| Q4 25 | 0.09× | — | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.07× | — | ||
| Q4 24 | 0.09× | — | ||
| Q3 24 | 0.10× | — | ||
| Q2 24 | 0.14× | — |
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 | $68.9M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $63.0M | $1.1M |
| 自由现金流率自由现金流/营收 | 21.7% | 0.5% |
| 资本支出强度资本支出/营收 | 2.0% | 2.3% |
| 现金转化率经营现金流/净利润 | 2.40× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $239.6M | $70.1M |
8季度趋势，按日历期对齐
经营现金流ESEROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $68.9M | $46.9M | ||
| Q3 25 | $109.9M | $28.9M | ||
| Q2 25 | $73.7M | $13.7M | ||
| Q1 25 | $24.1M | $11.7M | ||
| Q4 24 | $34.2M | $33.7M | ||
| Q3 24 | $72.1M | $42.4M | ||
| Q2 24 | $36.2M | $22.9M |
自由现金流ESEROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $63.0M | $42.2M | ||
| Q3 25 | $97.8M | $21.2M | ||
| Q2 25 | $64.9M | $5.6M | ||
| Q1 25 | $14.0M | $2.1M | ||
| Q4 24 | $29.0M | $18.3M | ||
| Q3 24 | $60.9M | $25.2M | ||
| Q2 24 | $27.6M | $8.8M |
自由现金流率ESEROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 21.7% | 20.9% | ||
| Q3 25 | 34.1% | 9.8% | ||
| Q2 25 | 21.9% | 2.8% | ||
| Q1 25 | 5.3% | 1.1% | ||
| Q4 24 | 11.7% | 9.5% | ||
| Q3 24 | 20.4% | 12.0% | ||
| Q2 24 | 10.6% | 4.1% |
资本支出强度ESEROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 2.0% | 2.3% | ||
| Q3 25 | 4.2% | 3.6% | ||
| Q2 25 | 3.0% | 4.0% | ||
| Q1 25 | 3.8% | 5.0% | ||
| Q4 24 | 2.1% | 8.0% | ||
| Q3 24 | 3.8% | 8.2% | ||
| Q2 24 | 3.3% | 6.6% |
现金转化率ESEROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 2.40× | 10.20× | ||
| Q3 25 | 0.50× | 3.36× | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 1.46× | — | ||
| Q3 24 | 2.10× | 3.96× | ||
| Q2 24 | 1.24× | 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
ESE
| US Government | $98.0M | 34% |
| Utility Solutions Group | $87.5M | 30% |
| RF Shielding And Test | $58.3M | 20% |
| Commercial | $45.8M | 16% |
| Related Party | $1.3M | 0% |
ROG
暂无分部数据
