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Funko, Inc.（FNKO）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
Funko, Inc.的季度营收约是ROGERS CORP的1.4倍（$273.1M vs $200.5M），ROGERS CORP净利率更高（2.2% vs -0.1%，领先2.3%），ROGERS CORP同比增速更快（5.2% vs -7.0%），Funko, Inc.自由现金流更多（$19.2M vs $1.1M），过去两年Funko, Inc.的营收复合增速更高（12.5% vs -3.3%）
Funko是一家美国知名流行文化周边收藏品牌，主打获得IP授权的限量收藏商品，以 vinyl 搪胶收藏人偶和摇头公仔闻名，同时也生产授权毛绒玩具、可动玩偶、服饰、配件及周边桌游。该品牌由迈克·贝克尔与克劳迪娅·贝克尔于1998年创立，最初只是主打复古怀旧风的小型手工玩具项目。
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。
FNKO vs ROG — 直观对比
营收规模更大
FNKO
是对方的1.4倍
$200.5M
营收增速更快
ROG
高出12.3%
-7.0%
净利率更高
ROG
高出2.3%
-0.1%
自由现金流更多
FNKO
多$18.1M
$1.1M
两年增速更快
FNKO
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $273.1M | $200.5M |
| 净利润 | $-183.0K | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | 2.2% | — |
| 净利率 | -0.1% | 2.2% |
| 营收同比 | -7.0% | 5.2% |
| 净利润同比 | 87.8% | 421.4% |
| 每股收益（稀释后） | $0.00 | $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FNKOROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $273.1M | $201.5M | ||
| Q3 25 | $250.9M | $216.0M | ||
| Q2 25 | $193.5M | $202.8M | ||
| Q1 25 | $190.7M | $190.5M | ||
| Q4 24 | $293.7M | $192.2M | ||
| Q3 24 | $292.8M | $210.3M | ||
| Q2 24 | $247.7M | $214.2M |
净利润FNKOROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-183.0K | $4.6M | ||
| Q3 25 | $901.0K | $8.6M | ||
| Q2 25 | $-40.5M | $-73.6M | ||
| Q1 25 | $-27.6M | $-1.4M | ||
| Q4 24 | $-1.5M | $-500.0K | ||
| Q3 24 | $4.3M | $10.7M | ||
| Q2 24 | $5.1M | $8.1M |
毛利率FNKOROG
| 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 | 40.9% | 35.2% | ||
| Q2 24 | 42.0% | 34.1% |
营业利润率FNKOROG
| Q1 26 | — | — | ||
| Q4 25 | 2.2% | 3.5% | ||
| Q3 25 | 2.6% | 7.3% | ||
| Q2 25 | -18.0% | -33.3% | ||
| Q1 25 | -12.2% | -0.2% | ||
| Q4 24 | 1.8% | -6.6% | ||
| Q3 24 | 4.0% | 6.9% | ||
| Q2 24 | 4.3% | 5.3% |
净利率FNKOROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -0.1% | 2.3% | ||
| Q3 25 | 0.4% | 4.0% | ||
| Q2 25 | -20.9% | -36.3% | ||
| Q1 25 | -14.5% | -0.7% | ||
| Q4 24 | -0.5% | -0.3% | ||
| Q3 24 | 1.5% | 5.1% | ||
| Q2 24 | 2.1% | 3.8% |
每股收益（稀释后）FNKOROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.00 | $0.20 | ||
| Q3 25 | $0.02 | $0.48 | ||
| Q2 25 | $-0.74 | $-4.00 | ||
| Q1 25 | $-0.52 | $-0.08 | ||
| Q4 24 | $-0.01 | $-0.04 | ||
| Q3 24 | $0.08 | $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 | $42.1M | $195.8M |
| 总债务越低越好 | $100.3M | — |
| 股东权益账面价值 | $185.8M | $1.2B |
| 总资产 | $685.2M | $1.4B |
| 负债/权益比越低杠杆越低 | 0.54× | — |
8季度趋势，按日历期对齐
现金及短期投资FNKOROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $42.1M | $197.0M | ||
| Q3 25 | $39.2M | $167.8M | ||
| Q2 25 | $49.2M | $157.2M | ||
| Q1 25 | $25.9M | $175.6M | ||
| Q4 24 | $34.7M | $159.8M | ||
| Q3 24 | $28.5M | $146.4M | ||
| Q2 24 | $41.6M | $119.9M |
总债务FNKOROG
| Q1 26 | — | — | ||
| Q4 25 | $100.3M | — | ||
| Q3 25 | $106.0M | — | ||
| Q2 25 | $111.6M | — | ||
| Q1 25 | $117.2M | — | ||
| Q4 24 | $122.8M | — | ||
| Q3 24 | $128.4M | — | ||
| Q2 24 | $133.9M | — |
股东权益FNKOROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $185.8M | $1.2B | ||
| Q3 25 | $182.7M | $1.2B | ||
| Q2 25 | $181.2M | $1.2B | ||
| Q1 25 | $212.8M | $1.3B | ||
| Q4 24 | $233.0M | $1.3B | ||
| Q3 24 | $236.5M | $1.3B | ||
| Q2 24 | $223.5M | $1.3B |
总资产FNKOROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $685.2M | $1.4B | ||
| Q3 25 | $699.3M | $1.4B | ||
| Q2 25 | $694.9M | $1.5B | ||
| Q1 25 | $648.4M | $1.5B | ||
| Q4 24 | $707.3M | $1.5B | ||
| Q3 24 | $783.6M | $1.5B | ||
| Q2 24 | $737.8M | $1.5B |
负债/权益比FNKOROG
| Q1 26 | — | — | ||
| Q4 25 | 0.54× | — | ||
| Q3 25 | 0.58× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 0.55× | — | ||
| Q4 24 | 0.53× | — | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 0.60× | — |
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 | $28.1M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $19.2M | $1.1M |
| 自由现金流率自由现金流/营收 | 7.0% | 0.5% |
| 资本支出强度资本支出/营收 | 3.3% | 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 | $-38.1M | $70.1M |
8季度趋势，按日历期对齐
经营现金流FNKOROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $28.1M | $46.9M | ||
| Q3 25 | $11.2M | $28.9M | ||
| Q2 25 | $-22.2M | $13.7M | ||
| Q1 25 | $-22.3M | $11.7M | ||
| Q4 24 | $59.8M | $33.7M | ||
| Q3 24 | $3.3M | $42.4M | ||
| Q2 24 | $45.9M | $22.9M |
自由现金流FNKOROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $19.2M | $42.2M | ||
| Q3 25 | $3.4M | $21.2M | ||
| Q2 25 | $-31.8M | $5.6M | ||
| Q1 25 | $-28.8M | $2.1M | ||
| Q4 24 | $47.8M | $18.3M | ||
| Q3 24 | $-4.2M | $25.2M | ||
| Q2 24 | $36.8M | $8.8M |
自由现金流率FNKOROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 7.0% | 20.9% | ||
| Q3 25 | 1.3% | 9.8% | ||
| Q2 25 | -16.5% | 2.8% | ||
| Q1 25 | -15.1% | 1.1% | ||
| Q4 24 | 16.3% | 9.5% | ||
| Q3 24 | -1.4% | 12.0% | ||
| Q2 24 | 14.9% | 4.1% |
资本支出强度FNKOROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 3.3% | 2.3% | ||
| Q3 25 | 3.1% | 3.6% | ||
| Q2 25 | 5.0% | 4.0% | ||
| Q1 25 | 3.4% | 5.0% | ||
| Q4 24 | 4.1% | 8.0% | ||
| Q3 24 | 2.6% | 8.2% | ||
| Q2 24 | 3.7% | 6.6% |
现金转化率FNKOROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | 12.47× | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.77× | 3.96× | ||
| Q2 24 | 8.97× | 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
FNKO
| Core Collectibles | $221.0M | 81% |
| Loungefly LLC | $43.1M | 16% |
| Other Products Excluding Core Collectibles And Loungefly Brands | $9.0M | 3% |
ROG
暂无分部数据
