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JFrog Ltd（FROG）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JFrog Ltd的1.4倍（$200.5M vs $145.3M），ROGERS CORP净利率更高（2.2% vs -10.5%，领先12.7%），JFrog Ltd同比增速更快（25.2% vs 5.2%），JFrog Ltd自由现金流更多（$49.9M vs $1.1M），过去两年JFrog Ltd的营收复合增速更高（20.4% vs -3.3%）
JFrog Ltd是全球知名的DevOps技术服务商，面向科技、金融、零售、制造等多个行业客户，提供全链路软件发布、制品管理与安全解决方案，助力企业简化云、本地及混合部署环境下的应用开发与交付流程。
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。
FROG vs ROG — 直观对比
营收规模更大
ROG
是对方的1.4倍
$145.3M
营收增速更快
FROG
高出19.9%
5.2%
净利率更高
ROG
高出12.7%
-10.5%
自由现金流更多
FROG
多$48.8M
$1.1M
两年增速更快
FROG
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $145.3M | $200.5M |
| 净利润 | $-15.2M | $4.5M |
| 毛利率 | 77.9% | 32.2% |
| 营业利润率 | -14.7% | — |
| 净利率 | -10.5% | 2.2% |
| 营收同比 | 25.2% | 5.2% |
| 净利润同比 | 34.4% | 421.4% |
| 每股收益（稀释后） | $-0.13 | $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FROGROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $145.3M | $201.5M | ||
| Q3 25 | $136.9M | $216.0M | ||
| Q2 25 | $127.2M | $202.8M | ||
| Q1 25 | $122.4M | $190.5M | ||
| Q4 24 | $116.1M | $192.2M | ||
| Q3 24 | $109.1M | $210.3M | ||
| Q2 24 | $103.0M | $214.2M |
净利润FROGROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-15.2M | $4.6M | ||
| Q3 25 | $-16.4M | $8.6M | ||
| Q2 25 | $-21.7M | $-73.6M | ||
| Q1 25 | $-18.5M | $-1.4M | ||
| Q4 24 | $-23.2M | $-500.0K | ||
| Q3 24 | $-22.9M | $10.7M | ||
| Q2 24 | $-14.3M | $8.1M |
毛利率FROGROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 77.9% | 31.5% | ||
| Q3 25 | 77.4% | 33.5% | ||
| Q2 25 | 76.3% | 31.6% | ||
| Q1 25 | 75.3% | 29.9% | ||
| Q4 24 | 75.4% | 32.1% | ||
| Q3 24 | 75.0% | 35.2% | ||
| Q2 24 | 78.8% | 34.1% |
营业利润率FROGROG
| Q1 26 | — | — | ||
| Q4 25 | -14.7% | 3.5% | ||
| Q3 25 | -15.8% | 7.3% | ||
| Q2 25 | -20.4% | -33.3% | ||
| Q1 25 | -18.8% | -0.2% | ||
| Q4 24 | -21.9% | -6.6% | ||
| Q3 24 | -27.4% | 6.9% | ||
| Q2 24 | -18.6% | 5.3% |
净利率FROGROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -10.5% | 2.3% | ||
| Q3 25 | -12.0% | 4.0% | ||
| Q2 25 | -17.0% | -36.3% | ||
| Q1 25 | -15.1% | -0.7% | ||
| Q4 24 | -20.0% | -0.3% | ||
| Q3 24 | -21.0% | 5.1% | ||
| Q2 24 | -13.9% | 3.8% |
每股收益（稀释后）FROGROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.13 | $0.20 | ||
| Q3 25 | $-0.14 | $0.48 | ||
| Q2 25 | $-0.19 | $-4.00 | ||
| Q1 25 | $-0.16 | $-0.08 | ||
| Q4 24 | $-0.21 | $-0.04 | ||
| Q3 24 | $-0.21 | $0.58 | ||
| Q2 24 | $-0.13 | $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 | $704.4M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $887.4M | $1.2B |
| 总资产 | $1.3B | $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FROGROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $704.4M | $197.0M | ||
| Q3 25 | $651.1M | $167.8M | ||
| Q2 25 | $611.7M | $157.2M | ||
| Q1 25 | $563.5M | $175.6M | ||
| Q4 24 | $522.0M | $159.8M | ||
| Q3 24 | $467.8M | $146.4M | ||
| Q2 24 | $591.3M | $119.9M |
股东权益FROGROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $887.4M | $1.2B | ||
| Q3 25 | $859.4M | $1.2B | ||
| Q2 25 | $826.5M | $1.2B | ||
| Q1 25 | $800.0M | $1.3B | ||
| Q4 24 | $773.5M | $1.3B | ||
| Q3 24 | $756.2M | $1.3B | ||
| Q2 24 | $721.4M | $1.3B |
总资产FROGROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.2B | $1.5B | ||
| Q4 24 | $1.1B | $1.5B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $1.0B | $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 | $50.7M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $49.9M | $1.1M |
| 自由现金流率自由现金流/营收 | 34.3% | 0.5% |
| 资本支出强度资本支出/营收 | 0.6% | 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 | $142.3M | $70.1M |
8季度趋势，按日历期对齐
经营现金流FROGROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $50.7M | $46.9M | ||
| Q3 25 | $30.2M | $28.9M | ||
| Q2 25 | $36.1M | $13.7M | ||
| Q1 25 | $28.8M | $11.7M | ||
| Q4 24 | $49.1M | $33.7M | ||
| Q3 24 | $27.6M | $42.4M | ||
| Q2 24 | $16.7M | $22.9M |
自由现金流FROGROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $49.9M | $42.2M | ||
| Q3 25 | $28.8M | $21.2M | ||
| Q2 25 | $35.5M | $5.6M | ||
| Q1 25 | $28.1M | $2.1M | ||
| Q4 24 | $48.5M | $18.3M | ||
| Q3 24 | $26.7M | $25.2M | ||
| Q2 24 | $16.0M | $8.8M |
自由现金流率FROGROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 34.3% | 20.9% | ||
| Q3 25 | 21.0% | 9.8% | ||
| Q2 25 | 27.9% | 2.8% | ||
| Q1 25 | 23.0% | 1.1% | ||
| Q4 24 | 41.8% | 9.5% | ||
| Q3 24 | 24.5% | 12.0% | ||
| Q2 24 | 15.5% | 4.1% |
资本支出强度FROGROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.6% | 2.3% | ||
| Q3 25 | 1.0% | 3.6% | ||
| Q2 25 | 0.5% | 4.0% | ||
| Q1 25 | 0.5% | 5.0% | ||
| Q4 24 | 0.5% | 8.0% | ||
| Q3 24 | 0.9% | 8.2% | ||
| Q2 24 | 0.7% | 6.6% |
现金转化率FROGROG
| 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
