vs
FIGS, Inc.（FIGS）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
FIGS, Inc.的季度营收约是ROGERS CORP的1.0倍（$201.9M vs $200.5M），FIGS, Inc.净利率更高（9.2% vs 2.2%，领先6.9%），FIGS, Inc.同比增速更快（33.0% vs 5.2%），FIGS, Inc.自由现金流更多（$58.1M vs $1.1M），过去两年FIGS, Inc.的营收复合增速更高（30.1% vs -3.3%）
FIGS是一家总部位于美国加利福尼亚州圣莫尼卡的服饰企业，由希瑟·哈森与特里娜·斯皮尔于2013年共同创立，二人目前共同担任首席执行官。品牌专注为医疗从业者提供医用刷手服及相关专业产品，是医疗工装领域的知名品牌。
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。
FIGS vs ROG — 直观对比
营收规模更大
FIGS
是对方的1.0倍
$200.5M
营收增速更快
FIGS
高出27.7%
5.2%
净利率更高
FIGS
高出6.9%
2.2%
自由现金流更多
FIGS
多$57.0M
$1.1M
两年增速更快
FIGS
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $201.9M | $200.5M |
| 净利润 | $18.5M | $4.5M |
| 毛利率 | 62.9% | 32.2% |
| 营业利润率 | 9.3% | — |
| 净利率 | 9.2% | 2.2% |
| 营收同比 | 33.0% | 5.2% |
| 净利润同比 | 881.8% | 421.4% |
| 每股收益（稀释后） | $0.10 | $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FIGSROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $201.9M | $201.5M | ||
| Q3 25 | $151.7M | $216.0M | ||
| Q2 25 | $152.6M | $202.8M | ||
| Q1 25 | $124.9M | $190.5M | ||
| Q4 24 | $151.8M | $192.2M | ||
| Q3 24 | $140.2M | $210.3M | ||
| Q2 24 | $144.2M | $214.2M |
净利润FIGSROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $18.5M | $4.6M | ||
| Q3 25 | $8.7M | $8.6M | ||
| Q2 25 | $7.1M | $-73.6M | ||
| Q1 25 | $-102.0K | $-1.4M | ||
| Q4 24 | $1.9M | $-500.0K | ||
| Q3 24 | $-1.7M | $10.7M | ||
| Q2 24 | $1.1M | $8.1M |
毛利率FIGSROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 62.9% | 31.5% | ||
| Q3 25 | 69.9% | 33.5% | ||
| Q2 25 | 67.0% | 31.6% | ||
| Q1 25 | 67.6% | 29.9% | ||
| Q4 24 | 67.3% | 32.1% | ||
| Q3 24 | 67.1% | 35.2% | ||
| Q2 24 | 67.4% | 34.1% |
营业利润率FIGSROG
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | 3.5% | ||
| Q3 25 | 6.4% | 7.3% | ||
| Q2 25 | 6.5% | -33.3% | ||
| Q1 25 | -0.2% | -0.2% | ||
| Q4 24 | 5.9% | -6.6% | ||
| Q3 24 | -6.2% | 6.9% | ||
| Q2 24 | 1.1% | 5.3% |
净利率FIGSROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 9.2% | 2.3% | ||
| Q3 25 | 5.8% | 4.0% | ||
| Q2 25 | 4.7% | -36.3% | ||
| Q1 25 | -0.1% | -0.7% | ||
| Q4 24 | 1.2% | -0.3% | ||
| Q3 24 | -1.2% | 5.1% | ||
| Q2 24 | 0.8% | 3.8% |
每股收益（稀释后）FIGSROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.10 | $0.20 | ||
| Q3 25 | $0.05 | $0.48 | ||
| Q2 25 | $0.04 | $-4.00 | ||
| Q1 25 | $0.00 | $-0.08 | ||
| Q4 24 | $0.01 | $-0.04 | ||
| Q3 24 | $-0.01 | $0.58 | ||
| Q2 24 | $0.01 | $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 | $82.0M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $437.5M | $1.2B |
| 总资产 | $580.0M | $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FIGSROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $82.0M | $197.0M | ||
| Q3 25 | $46.5M | $167.8M | ||
| Q2 25 | $50.8M | $157.2M | ||
| Q1 25 | $90.0M | $175.6M | ||
| Q4 24 | $85.6M | $159.8M | ||
| Q3 24 | $124.1M | $146.4M | ||
| Q2 24 | $131.8M | $119.9M |
股东权益FIGSROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $437.5M | $1.2B | ||
| Q3 25 | $413.3M | $1.2B | ||
| Q2 25 | $396.5M | $1.2B | ||
| Q1 25 | $381.5M | $1.3B | ||
| Q4 24 | $377.1M | $1.3B | ||
| Q3 24 | $403.5M | $1.3B | ||
| Q2 24 | $401.7M | $1.3B |
总资产FIGSROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $580.0M | $1.4B | ||
| Q3 25 | $544.7M | $1.4B | ||
| Q2 25 | $517.1M | $1.5B | ||
| Q1 25 | $522.3M | $1.5B | ||
| Q4 24 | $509.8M | $1.5B | ||
| Q3 24 | $542.5M | $1.5B | ||
| Q2 24 | $526.0M | $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 | $60.9M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $58.1M | $1.1M |
| 自由现金流率自由现金流/营收 | 28.8% | 0.5% |
| 资本支出强度资本支出/营收 | 1.4% | 2.3% |
| 现金转化率经营现金流/净利润 | 3.29× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $53.0M | $70.1M |
8季度趋势，按日历期对齐
经营现金流FIGSROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $60.9M | $46.9M | ||
| Q3 25 | $3.4M | $28.9M | ||
| Q2 25 | $-12.4M | $13.7M | ||
| Q1 25 | $9.2M | $11.7M | ||
| Q4 24 | $30.4M | $33.7M | ||
| Q3 24 | $22.6M | $42.4M | ||
| Q2 24 | $16.5M | $22.9M |
自由现金流FIGSROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $58.1M | $42.2M | ||
| Q3 25 | $531.0K | $21.2M | ||
| Q2 25 | $-13.5M | $5.6M | ||
| Q1 25 | $7.9M | $2.1M | ||
| Q4 24 | $27.1M | $18.3M | ||
| Q3 24 | $18.4M | $25.2M | ||
| Q2 24 | $7.5M | $8.8M |
自由现金流率FIGSROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 28.8% | 20.9% | ||
| Q3 25 | 0.4% | 9.8% | ||
| Q2 25 | -8.9% | 2.8% | ||
| Q1 25 | 6.3% | 1.1% | ||
| Q4 24 | 17.8% | 9.5% | ||
| Q3 24 | 13.1% | 12.0% | ||
| Q2 24 | 5.2% | 4.1% |
资本支出强度FIGSROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.4% | 2.3% | ||
| Q3 25 | 1.9% | 3.6% | ||
| Q2 25 | 0.7% | 4.0% | ||
| Q1 25 | 1.0% | 5.0% | ||
| Q4 24 | 2.2% | 8.0% | ||
| Q3 24 | 3.0% | 8.2% | ||
| Q2 24 | 6.2% | 6.6% |
现金转化率FIGSROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 3.29× | 10.20× | ||
| Q3 25 | 0.39× | 3.36× | ||
| Q2 25 | -1.75× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 16.14× | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | 15.04× | 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
FIGS
| Scrubwear | $154.9M | 77% |
| Non Scrubwear Lifestyle | $47.0M | 23% |
ROG
暂无分部数据
