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Fastly, Inc.（FSLY）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Fastly, Inc.的1.2倍（$200.5M vs $172.6M），ROGERS CORP净利率更高（2.2% vs -9.0%，领先11.2%），Fastly, Inc.同比增速更快（22.8% vs 5.2%），Fastly, Inc.自由现金流更多（$12.2M vs $1.1M），过去两年Fastly, Inc.的营收复合增速更高（13.7% vs -3.3%）
Fastly是总部位于美国旧金山的云计算服务商，主营内容分发网络（CDN）、图片优化、负载均衡服务，同时提供DDoS攻击防护、机器人流量治理、Web应用防火墙等云安全解决方案，助力企业提升网络访问效率与安全防护能力。
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。
FSLY vs ROG — 直观对比
营收规模更大
ROG
是对方的1.2倍
$172.6M
营收增速更快
FSLY
高出17.5%
5.2%
净利率更高
ROG
高出11.2%
-9.0%
自由现金流更多
FSLY
多$11.1M
$1.1M
两年增速更快
FSLY
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $172.6M | $200.5M |
| 净利润 | $-15.5M | $4.5M |
| 毛利率 | 61.4% | 32.2% |
| 营业利润率 | -8.7% | — |
| 净利率 | -9.0% | 2.2% |
| 营收同比 | 22.8% | 5.2% |
| 净利润同比 | 52.9% | 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FSLYROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $172.6M | $201.5M | ||
| Q3 25 | $158.2M | $216.0M | ||
| Q2 25 | $148.7M | $202.8M | ||
| Q1 25 | $144.5M | $190.5M | ||
| Q4 24 | $140.6M | $192.2M | ||
| Q3 24 | $137.2M | $210.3M | ||
| Q2 24 | $132.4M | $214.2M |
净利润FSLYROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-15.5M | $4.6M | ||
| Q3 25 | $-29.5M | $8.6M | ||
| Q2 25 | $-37.5M | $-73.6M | ||
| Q1 25 | $-39.1M | $-1.4M | ||
| Q4 24 | $-32.9M | $-500.0K | ||
| Q3 24 | $-38.0M | $10.7M | ||
| Q2 24 | $-43.7M | $8.1M |
毛利率FSLYROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 61.4% | 31.5% | ||
| Q3 25 | 58.4% | 33.5% | ||
| Q2 25 | 54.5% | 31.6% | ||
| Q1 25 | 53.2% | 29.9% | ||
| Q4 24 | 53.4% | 32.1% | ||
| Q3 24 | 54.5% | 35.2% | ||
| Q2 24 | 55.1% | 34.1% |
营业利润率FSLYROG
| Q1 26 | — | — | ||
| Q4 25 | -8.7% | 3.5% | ||
| Q3 25 | -18.2% | 7.3% | ||
| Q2 25 | -24.8% | -33.3% | ||
| Q1 25 | -26.4% | -0.2% | ||
| Q4 24 | -24.4% | -6.6% | ||
| Q3 24 | -29.6% | 6.9% | ||
| Q2 24 | -35.3% | 5.3% |
净利率FSLYROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -9.0% | 2.3% | ||
| Q3 25 | -18.6% | 4.0% | ||
| Q2 25 | -25.2% | -36.3% | ||
| Q1 25 | -27.1% | -0.7% | ||
| Q4 24 | -23.4% | -0.3% | ||
| Q3 24 | -27.7% | 5.1% | ||
| Q2 24 | -33.0% | 3.8% |
每股收益（稀释后）FSLYROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.10 | $0.20 | ||
| Q3 25 | $-0.20 | $0.48 | ||
| Q2 25 | $-0.26 | $-4.00 | ||
| Q1 25 | $-0.27 | $-0.08 | ||
| Q4 24 | $-0.23 | $-0.04 | ||
| Q3 24 | $-0.27 | $0.58 | ||
| Q2 24 | $-0.32 | $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 | $361.8M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $929.6M | $1.2B |
| 总资产 | $1.5B | $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FSLYROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $361.8M | $197.0M | ||
| Q3 25 | $342.9M | $167.8M | ||
| Q2 25 | $321.2M | $157.2M | ||
| Q1 25 | $307.3M | $175.6M | ||
| Q4 24 | $295.9M | $159.8M | ||
| Q3 24 | $308.2M | $146.4M | ||
| Q2 24 | $311.8M | $119.9M |
股东权益FSLYROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $929.6M | $1.2B | ||
| Q3 25 | $937.0M | $1.2B | ||
| Q2 25 | $942.6M | $1.2B | ||
| Q1 25 | $957.0M | $1.3B | ||
| Q4 24 | $965.3M | $1.3B | ||
| Q3 24 | $969.5M | $1.3B | ||
| Q2 24 | $981.2M | $1.3B |
总资产FSLYROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.5B | $1.4B | ||
| Q2 25 | $1.5B | $1.5B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $1.5B | $1.5B | ||
| Q3 24 | $1.5B | $1.5B | ||
| Q2 24 | $1.5B | $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 | $22.4M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $12.2M | $1.1M |
| 自由现金流率自由现金流/营收 | 7.1% | 0.5% |
| 资本支出强度资本支出/营收 | 5.9% | 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 | $65.8M | $70.1M |
8季度趋势，按日历期对齐
经营现金流FSLYROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $22.4M | $46.9M | ||
| Q3 25 | $28.9M | $28.9M | ||
| Q2 25 | $25.8M | $13.7M | ||
| Q1 25 | $17.3M | $11.7M | ||
| Q4 24 | $5.2M | $33.7M | ||
| Q3 24 | $5.0M | $42.4M | ||
| Q2 24 | $-4.9M | $22.9M |
自由现金流FSLYROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $12.2M | $42.2M | ||
| Q3 25 | $22.9M | $21.2M | ||
| Q2 25 | $15.9M | $5.6M | ||
| Q1 25 | $14.7M | $2.1M | ||
| Q4 24 | $251.0K | $18.3M | ||
| Q3 24 | $3.0M | $25.2M | ||
| Q2 24 | $-6.7M | $8.8M |
自由现金流率FSLYROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 7.1% | 20.9% | ||
| Q3 25 | 14.5% | 9.8% | ||
| Q2 25 | 10.7% | 2.8% | ||
| Q1 25 | 10.2% | 1.1% | ||
| Q4 24 | 0.2% | 9.5% | ||
| Q3 24 | 2.2% | 12.0% | ||
| Q2 24 | -5.1% | 4.1% |
资本支出强度FSLYROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 5.9% | 2.3% | ||
| Q3 25 | 3.8% | 3.6% | ||
| Q2 25 | 6.6% | 4.0% | ||
| Q1 25 | 1.8% | 5.0% | ||
| Q4 24 | 3.5% | 8.0% | ||
| Q3 24 | 1.5% | 8.2% | ||
| Q2 24 | 1.3% | 6.6% |
现金转化率FSLYROG
| 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
FSLY
| Network Services | $130.8M | 76% |
| Security | $35.4M | 21% |
| Other | $6.4M | 4% |
ROG
暂无分部数据
