vs
Fat Brands, Inc（FAT）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Fat Brands, Inc的1.4倍（$200.5M vs $140.0M），ROGERS CORP净利率更高（2.2% vs -41.6%，领先43.8%），ROGERS CORP同比增速更快（5.2% vs -2.3%），ROGERS CORP自由现金流更多（$1.1M vs $-16.9M），过去两年ROGERS CORP的营收复合增速更高（-3.3% vs -6.1%）
FAT Brands是来自美国的多品牌餐饮与体育酒吧连锁运营商，总部位于加利福尼亚州比弗利山庄，主要开展餐饮品牌的连锁加盟运营业务，旗下涵盖多个餐饮及休闲体育酒吧品牌。
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。
FAT vs ROG — 直观对比
营收规模更大
ROG
是对方的1.4倍
$140.0M
营收增速更快
ROG
高出7.6%
-2.3%
净利率更高
ROG
高出43.8%
-41.6%
自由现金流更多
ROG
多$18.0M
$-16.9M
两年增速更快
ROG
近两年复合增速
-6.1%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $140.0M | $200.5M |
| 净利润 | $-58.2M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | -12.4% | — |
| 净利率 | -41.6% | 2.2% |
| 营收同比 | -2.3% | 5.2% |
| 净利润同比 | -30.1% | 421.4% |
| 每股收益（稀释后） | $-3.39 | $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FATROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | — | $201.5M | ||
| Q3 25 | $140.0M | $216.0M | ||
| Q2 25 | $146.8M | $202.8M | ||
| Q1 25 | $142.0M | $190.5M | ||
| Q4 24 | $145.3M | $192.2M | ||
| Q3 24 | $143.4M | $210.3M | ||
| Q2 24 | $152.0M | $214.2M |
净利润FATROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | — | $4.6M | ||
| Q3 25 | $-58.2M | $8.6M | ||
| Q2 25 | $-54.2M | $-73.6M | ||
| Q1 25 | $-46.0M | $-1.4M | ||
| Q4 24 | $-67.4M | $-500.0K | ||
| Q3 24 | $-44.8M | $10.7M | ||
| Q2 24 | $-39.4M | $8.1M |
毛利率FATROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
营业利润率FATROG
| Q1 26 | — | — | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | -12.4% | 7.3% | ||
| Q2 25 | -10.6% | -33.3% | ||
| Q1 25 | -6.0% | -0.2% | ||
| Q4 24 | -27.1% | -6.6% | ||
| Q3 24 | -6.2% | 6.9% | ||
| Q2 24 | -1.8% | 5.3% |
净利率FATROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | -41.6% | 4.0% | ||
| Q2 25 | -36.9% | -36.3% | ||
| Q1 25 | -32.4% | -0.7% | ||
| Q4 24 | -46.4% | -0.3% | ||
| Q3 24 | -31.2% | 5.1% | ||
| Q2 24 | -25.9% | 3.8% |
每股收益（稀释后）FATROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | — | $0.20 | ||
| Q3 25 | $-3.39 | $0.48 | ||
| Q2 25 | $-3.17 | $-4.00 | ||
| Q1 25 | $-2.73 | $-0.08 | ||
| Q4 24 | $-4.06 | $-0.04 | ||
| Q3 24 | $-2.74 | $0.58 | ||
| Q2 24 | $-2.43 | $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 | — | $195.8M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $-585.8M | $1.2B |
| 总资产 | $1.2B | $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FATROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | — | $197.0M | ||
| Q3 25 | — | $167.8M | ||
| Q2 25 | — | $157.2M | ||
| Q1 25 | — | $175.6M | ||
| Q4 24 | — | $159.8M | ||
| Q3 24 | — | $146.4M | ||
| Q2 24 | — | $119.9M |
总债务FATROG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.2B | — |
股东权益FATROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | $-585.8M | $1.2B | ||
| Q2 25 | $-536.5M | $1.2B | ||
| Q1 25 | $-493.9M | $1.3B | ||
| Q4 24 | $-455.7M | $1.3B | ||
| Q3 24 | $-386.1M | $1.3B | ||
| Q2 24 | $-338.6M | $1.3B |
总资产FATROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.4B | $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 | $-14.5M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-16.9M | $1.1M |
| 自由现金流率自由现金流/营收 | -12.1% | 0.5% |
| 资本支出强度资本支出/营收 | 1.7% | 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 | $-75.0M | $70.1M |
8季度趋势，按日历期对齐
经营现金流FATROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | — | $46.9M | ||
| Q3 25 | $-14.5M | $28.9M | ||
| Q2 25 | $-26.9M | $13.7M | ||
| Q1 25 | $-13.2M | $11.7M | ||
| Q4 24 | $-10.4M | $33.7M | ||
| Q3 24 | $-3.2M | $42.4M | ||
| Q2 24 | $-14.2M | $22.9M |
自由现金流FATROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | $-16.9M | $21.2M | ||
| Q2 25 | $-29.3M | $5.6M | ||
| Q1 25 | $-17.8M | $2.1M | ||
| Q4 24 | $-11.0M | $18.3M | ||
| Q3 24 | $-11.1M | $25.2M | ||
| Q2 24 | $-24.4M | $8.8M |
自由现金流率FATROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | -12.1% | 9.8% | ||
| Q2 25 | -20.0% | 2.8% | ||
| Q1 25 | -12.5% | 1.1% | ||
| Q4 24 | -7.6% | 9.5% | ||
| Q3 24 | -7.7% | 12.0% | ||
| Q2 24 | -16.1% | 4.1% |
资本支出强度FATROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | 1.7% | 3.6% | ||
| Q2 25 | 1.6% | 4.0% | ||
| Q1 25 | 3.2% | 5.0% | ||
| Q4 24 | 0.4% | 8.0% | ||
| Q3 24 | 5.5% | 8.2% | ||
| Q2 24 | 6.7% | 6.6% |
现金转化率FATROG
| 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
FAT
| Restaurant Sales | $96.6M | 69% |
| Royalty | $21.6M | 15% |
| Factory | $9.6M | 7% |
| Advertising | $9.1M | 7% |
| Franchisor | $1.5M | 1% |
| Other | $1.5M | 1% |
ROG
暂无分部数据
