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Guardant Health, Inc.（GH）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
Guardant Health, Inc.的季度营收约是ROGERS CORP的1.4倍（$281.3M vs $200.5M），ROGERS CORP净利率更高（2.2% vs -45.7%，领先47.9%），Guardant Health, Inc.同比增速更快（39.4% vs 5.2%），ROGERS CORP自由现金流更多（$1.1M vs $-54.2M），过去两年Guardant Health, Inc.的营收复合增速更高（29.2% vs -3.3%）
Guardant Health, Inc.是总部位于美国加利福尼亚州帕洛阿尔托的生物技术企业，由Helmy Eltoukhy与AmirAli Talasaz联合创立，目前二人共同出任公司首席执行官，统筹公司战略规划与日常运营管理工作。
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。
GH vs ROG — 直观对比
营收规模更大
GH
是对方的1.4倍
$200.5M
营收增速更快
GH
高出34.1%
5.2%
净利率更高
ROG
高出47.9%
-45.7%
自由现金流更多
ROG
多$55.3M
$-54.2M
两年增速更快
GH
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $281.3M | $200.5M |
| 净利润 | $-128.5M | $4.5M |
| 毛利率 | 64.6% | 32.2% |
| 营业利润率 | -43.0% | — |
| 净利率 | -45.7% | 2.2% |
| 营收同比 | 39.4% | 5.2% |
| 净利润同比 | -15.8% | 421.4% |
| 每股收益（稀释后） | $-1.01 | $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GHROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $281.3M | $201.5M | ||
| Q3 25 | $265.2M | $216.0M | ||
| Q2 25 | $232.1M | $202.8M | ||
| Q1 25 | $203.5M | $190.5M | ||
| Q4 24 | $201.8M | $192.2M | ||
| Q3 24 | $191.5M | $210.3M | ||
| Q2 24 | $177.2M | $214.2M |
净利润GHROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-128.5M | $4.6M | ||
| Q3 25 | $-92.7M | $8.6M | ||
| Q2 25 | $-99.9M | $-73.6M | ||
| Q1 25 | $-95.2M | $-1.4M | ||
| Q4 24 | $-111.0M | $-500.0K | ||
| Q3 24 | $-107.8M | $10.7M | ||
| Q2 24 | $-102.6M | $8.1M |
毛利率GHROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 64.6% | 31.5% | ||
| Q3 25 | 64.7% | 33.5% | ||
| Q2 25 | 65.0% | 31.6% | ||
| Q1 25 | 63.3% | 29.9% | ||
| Q4 24 | 61.6% | 32.1% | ||
| Q3 24 | 61.1% | 35.2% | ||
| Q2 24 | 59.1% | 34.1% |
营业利润率GHROG
| Q1 26 | — | — | ||
| Q4 25 | -43.0% | 3.5% | ||
| Q3 25 | -37.3% | 7.3% | ||
| Q2 25 | -45.9% | -33.3% | ||
| Q1 25 | -54.6% | -0.2% | ||
| Q4 24 | -62.4% | -6.6% | ||
| Q3 24 | -61.3% | 6.9% | ||
| Q2 24 | -56.8% | 5.3% |
净利率GHROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -45.7% | 2.3% | ||
| Q3 25 | -35.0% | 4.0% | ||
| Q2 25 | -43.0% | -36.3% | ||
| Q1 25 | -46.8% | -0.7% | ||
| Q4 24 | -55.0% | -0.3% | ||
| Q3 24 | -56.3% | 5.1% | ||
| Q2 24 | -57.9% | 3.8% |
每股收益（稀释后）GHROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-1.01 | $0.20 | ||
| Q3 25 | $-0.74 | $0.48 | ||
| Q2 25 | $-0.80 | $-4.00 | ||
| Q1 25 | $-0.77 | $-0.08 | ||
| Q4 24 | $-0.90 | $-0.04 | ||
| Q3 24 | $-0.88 | $0.58 | ||
| Q2 24 | $-0.84 | $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 | $378.2M | $195.8M |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $-99.3M | $1.2B |
| 总资产 | $2.0B | $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GHROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $378.2M | $197.0M | ||
| Q3 25 | $580.0M | $167.8M | ||
| Q2 25 | $629.1M | $157.2M | ||
| Q1 25 | $698.6M | $175.6M | ||
| Q4 24 | $525.5M | $159.8M | ||
| Q3 24 | $585.0M | $146.4M | ||
| Q2 24 | $933.7M | $119.9M |
总债务GHROG
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益GHROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $-99.3M | $1.2B | ||
| Q3 25 | $-354.5M | $1.2B | ||
| Q2 25 | $-305.5M | $1.2B | ||
| Q1 25 | $-250.8M | $1.3B | ||
| Q4 24 | $-139.6M | $1.3B | ||
| Q3 24 | $-60.1M | $1.3B | ||
| Q2 24 | $-1.6M | $1.3B |
总资产GHROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.0B | $1.4B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.5B | $1.5B | ||
| Q3 24 | $1.5B | $1.5B | ||
| Q2 24 | $1.6B | $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 | $-26.4M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-54.2M | $1.1M |
| 自由现金流率自由现金流/营收 | -19.3% | 0.5% |
| 资本支出强度资本支出/营收 | 9.9% | 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 | $-233.1M | $70.1M |
8季度趋势，按日历期对齐
经营现金流GHROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-26.4M | $46.9M | ||
| Q3 25 | $-35.4M | $28.9M | ||
| Q2 25 | $-60.3M | $13.7M | ||
| Q1 25 | $-62.7M | $11.7M | ||
| Q4 24 | $-64.5M | $33.7M | ||
| Q3 24 | $-51.1M | $42.4M | ||
| Q2 24 | $-94.0M | $22.9M |
自由现金流GHROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-54.2M | $42.2M | ||
| Q3 25 | $-45.8M | $21.2M | ||
| Q2 25 | $-65.9M | $5.6M | ||
| Q1 25 | $-67.1M | $2.1M | ||
| Q4 24 | $-83.4M | $18.3M | ||
| Q3 24 | $-55.3M | $25.2M | ||
| Q2 24 | $-99.1M | $8.8M |
自由现金流率GHROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | -19.3% | 20.9% | ||
| Q3 25 | -17.3% | 9.8% | ||
| Q2 25 | -28.4% | 2.8% | ||
| Q1 25 | -33.0% | 1.1% | ||
| Q4 24 | -41.3% | 9.5% | ||
| Q3 24 | -28.9% | 12.0% | ||
| Q2 24 | -55.9% | 4.1% |
资本支出强度GHROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 9.9% | 2.3% | ||
| Q3 25 | 3.9% | 3.6% | ||
| Q2 25 | 2.4% | 4.0% | ||
| Q1 25 | 2.2% | 5.0% | ||
| Q4 24 | 9.4% | 8.0% | ||
| Q3 24 | 2.2% | 8.2% | ||
| Q2 24 | 2.9% | 6.6% |
现金转化率GHROG
| 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
GH
| Oncology | $189.9M | 68% |
| Biopharma Data | $54.0M | 19% |
| Screening | $35.1M | 12% |
| Licensing Other | $2.2M | 1% |
ROG
暂无分部数据
