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EVgo Inc.（EVGO）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
ROGERS CORP的季度营收约是EVgo Inc.的1.7倍（$200.5M vs $118.5M），ROGERS CORP净利率更高（2.2% vs -4.1%，领先6.3%），EVgo Inc.同比增速更快（75.5% vs 5.2%），ROGERS CORP自由现金流更多（$1.1M vs $-38.1M），过去两年EVgo Inc.的营收复合增速更高（46.6% vs -3.3%）
EVgo Inc.是美国知名的电动汽车快充网络运营商，截至2023年8月，公司已布局超过950个充电站点，覆盖美国35个州，旗下充电桩兼容全球各大主流车企的电动汽车。
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。
EVGO vs ROG — 直观对比
营收规模更大
ROG
是对方的1.7倍
$118.5M
营收增速更快
EVGO
高出70.2%
5.2%
净利率更高
ROG
高出6.3%
-4.1%
自由现金流更多
ROG
多$39.2M
$-38.1M
两年增速更快
EVGO
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $118.5M | $200.5M |
| 净利润 | $-4.8M | $4.5M |
| 毛利率 | 38.0% | 32.2% |
| 营业利润率 | -10.4% | — |
| 净利率 | -4.1% | 2.2% |
| 营收同比 | 75.5% | 5.2% |
| 净利润同比 | 61.1% | 421.4% |
| 每股收益（稀释后） | $-0.03 | $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EVGOROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $118.5M | $201.5M | ||
| Q3 25 | $92.3M | $216.0M | ||
| Q2 25 | $98.0M | $202.8M | ||
| Q1 25 | $75.3M | $190.5M | ||
| Q4 24 | $67.5M | $192.2M | ||
| Q3 24 | $67.5M | $210.3M | ||
| Q2 24 | $66.6M | $214.2M |
净利润EVGOROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-4.8M | $4.6M | ||
| Q3 25 | $-12.4M | $8.6M | ||
| Q2 25 | $-13.0M | $-73.6M | ||
| Q1 25 | $-11.4M | $-1.4M | ||
| Q4 24 | $-12.4M | $-500.0K | ||
| Q3 24 | $-11.7M | $10.7M | ||
| Q2 24 | $-10.4M | $8.1M |
毛利率EVGOROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 38.0% | 31.5% | ||
| Q3 25 | 13.6% | 33.5% | ||
| Q2 25 | 14.2% | 31.6% | ||
| Q1 25 | 12.4% | 29.9% | ||
| Q4 24 | 14.5% | 32.1% | ||
| Q3 24 | 9.4% | 35.2% | ||
| Q2 24 | 9.6% | 34.1% |
营业利润率EVGOROG
| Q1 26 | — | — | ||
| Q4 25 | -10.4% | 3.5% | ||
| Q3 25 | -36.9% | 7.3% | ||
| Q2 25 | -31.4% | -33.3% | ||
| Q1 25 | -44.4% | -0.2% | ||
| Q4 24 | -51.9% | -6.6% | ||
| Q3 24 | -47.1% | 6.9% | ||
| Q2 24 | -48.6% | 5.3% |
净利率EVGOROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -4.1% | 2.3% | ||
| Q3 25 | -13.4% | 4.0% | ||
| Q2 25 | -13.3% | -36.3% | ||
| Q1 25 | -15.1% | -0.7% | ||
| Q4 24 | -18.4% | -0.3% | ||
| Q3 24 | -17.3% | 5.1% | ||
| Q2 24 | -15.6% | 3.8% |
每股收益（稀释后）EVGOROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.03 | $0.20 | ||
| Q3 25 | $-0.09 | $0.48 | ||
| Q2 25 | $-0.10 | $-4.00 | ||
| Q1 25 | $-0.09 | $-0.08 | ||
| Q4 24 | $-0.11 | $-0.04 | ||
| Q3 24 | $-0.11 | $0.58 | ||
| Q2 24 | $-0.10 | $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 | $151.0M | $195.8M |
| 总债务越低越好 | $206.5M | — |
| 股东权益账面价值 | $-116.9M | $1.2B |
| 总资产 | $964.8M | $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EVGOROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $151.0M | $197.0M | ||
| Q3 25 | $181.3M | $167.8M | ||
| Q2 25 | $154.5M | $157.2M | ||
| Q1 25 | $150.0M | $175.6M | ||
| Q4 24 | $117.3M | $159.8M | ||
| Q3 24 | $141.9M | $146.4M | ||
| Q2 24 | $162.3M | $119.9M |
总债务EVGOROG
| Q1 26 | — | — | ||
| Q4 25 | $206.5M | — | ||
| Q3 25 | $157.3M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益EVGOROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $-116.9M | $1.2B | ||
| Q3 25 | $-428.1M | $1.2B | ||
| Q2 25 | $-230.1M | $1.2B | ||
| Q1 25 | $-36.8M | $1.3B | ||
| Q4 24 | $-256.1M | $1.3B | ||
| Q3 24 | $-344.8M | $1.3B | ||
| Q2 24 | $13.6M | $1.3B |
总资产EVGOROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $964.8M | $1.4B | ||
| Q3 25 | $931.8M | $1.4B | ||
| Q2 25 | $864.7M | $1.5B | ||
| Q1 25 | $856.0M | $1.5B | ||
| Q4 24 | $803.8M | $1.5B | ||
| Q3 24 | $791.7M | $1.5B | ||
| Q2 24 | $785.3M | $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 | $11.3M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-38.1M | $1.1M |
| 自由现金流率自由现金流/营收 | -32.2% | 0.5% |
| 资本支出强度资本支出/营收 | 41.7% | 2.3% |
| 现金转化率经营现金流/净利润 | — | 1.29× |
| 过去12个月自由现金流最近4个季度 | $-124.4M | $70.1M |
8季度趋势，按日历期对齐
经营现金流EVGOROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $11.3M | $46.9M | ||
| Q3 25 | $-22.8M | $28.9M | ||
| Q2 25 | $14.1M | $13.7M | ||
| Q1 25 | $-10.2M | $11.7M | ||
| Q4 24 | $-12.8M | $33.7M | ||
| Q3 24 | $12.1M | $42.4M | ||
| Q2 24 | $7.6M | $22.9M |
自由现金流EVGOROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-38.1M | $42.2M | ||
| Q3 25 | $-49.0M | $21.2M | ||
| Q2 25 | $-12.1M | $5.6M | ||
| Q1 25 | $-25.2M | $2.1M | ||
| Q4 24 | $-36.5M | $18.3M | ||
| Q3 24 | $-13.7M | $25.2M | ||
| Q2 24 | $-16.6M | $8.8M |
自由现金流率EVGOROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | -32.2% | 20.9% | ||
| Q3 25 | -53.1% | 9.8% | ||
| Q2 25 | -12.4% | 2.8% | ||
| Q1 25 | -33.5% | 1.1% | ||
| Q4 24 | -54.1% | 9.5% | ||
| Q3 24 | -20.3% | 12.0% | ||
| Q2 24 | -25.0% | 4.1% |
资本支出强度EVGOROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 41.7% | 2.3% | ||
| Q3 25 | 28.3% | 3.6% | ||
| Q2 25 | 26.7% | 4.0% | ||
| Q1 25 | 19.9% | 5.0% | ||
| Q4 24 | 35.1% | 8.0% | ||
| Q3 24 | 38.3% | 8.2% | ||
| Q2 24 | 36.3% | 6.6% |
现金转化率EVGOROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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
EVGO
| Charging Network Revenue | $63.6M | 54% |
| Charging Revenue Retail | $35.8M | 30% |
| Charging Revenue Commercial | $9.3M | 8% |
| Charging Revenue Oem | $6.5M | 6% |
| Regulatory Credit Sales | $2.2M | 2% |
ROG
暂无分部数据
