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Global Net Lease, Inc.（GNL）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Global Net Lease, Inc.的1.7倍（$200.5M vs $117.0M），Global Net Lease, Inc.净利率更高（41.2% vs 2.2%，领先39.0%），ROGERS CORP同比增速更快（5.2% vs -15.1%），过去两年ROGERS CORP的营收复合增速更高（-3.3% vs -11.1%）
Global Net Lease, Inc. 是一家上市房地产投资信托机构，主要收购、持有并运营多元化商业地产资产，通过长期净租赁协议出租物业，项目覆盖北美、欧洲多地，涵盖工业、办公、零售等领域，为股东提供稳定的长期收益。
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。
GNL vs ROG — 直观对比
营收规模更大
ROG
是对方的1.7倍
$117.0M
营收增速更快
ROG
高出20.4%
-15.1%
净利率更高
GNL
高出39.0%
2.2%
两年增速更快
ROG
近两年复合增速
-11.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $117.0M | $200.5M |
| 净利润 | $48.2M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | 94.7% | — |
| 净利率 | 41.2% | 2.2% |
| 营收同比 | -15.1% | 5.2% |
| 净利润同比 | 838.7% | 421.4% |
| 每股收益（稀释后） | $0.14 | $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GNLROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $117.0M | $201.5M | ||
| Q3 25 | $121.0M | $216.0M | ||
| Q2 25 | $124.9M | $202.8M | ||
| Q1 25 | $132.4M | $190.5M | ||
| Q4 24 | $137.8M | $192.2M | ||
| Q3 24 | $138.7M | $210.3M | ||
| Q2 24 | $145.5M | $214.2M |
净利润GNLROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $48.2M | $4.6M | ||
| Q3 25 | $-60.1M | $8.6M | ||
| Q2 25 | $-24.1M | $-73.6M | ||
| Q1 25 | $-189.4M | $-1.4M | ||
| Q4 24 | $-6.5M | $-500.0K | ||
| Q3 24 | $-65.6M | $10.7M | ||
| Q2 24 | $-35.7M | $8.1M |
毛利率GNLROG
| 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 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
营业利润率GNLROG
| Q1 26 | — | — | ||
| Q4 25 | 94.7% | 3.5% | ||
| Q3 25 | -11.7% | 7.3% | ||
| Q2 25 | 33.9% | -33.3% | ||
| Q1 25 | -21.1% | -0.2% | ||
| Q4 24 | 40.8% | -6.6% | ||
| Q3 24 | 9.3% | 6.9% | ||
| Q2 24 | 42.6% | 5.3% |
净利率GNLROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 41.2% | 2.3% | ||
| Q3 25 | -49.7% | 4.0% | ||
| Q2 25 | -19.3% | -36.3% | ||
| Q1 25 | -143.0% | -0.7% | ||
| Q4 24 | -4.7% | -0.3% | ||
| Q3 24 | -47.3% | 5.1% | ||
| Q2 24 | -24.5% | 3.8% |
每股收益（稀释后）GNLROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.14 | $0.20 | ||
| Q3 25 | $-0.32 | $0.48 | ||
| Q2 25 | $-0.16 | $-4.00 | ||
| Q1 25 | $-0.87 | $-0.08 | ||
| Q4 24 | $-0.08 | $-0.04 | ||
| Q3 24 | $-0.33 | $0.58 | ||
| Q2 24 | $-0.20 | $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 | $180.1M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $1.2B |
| 总资产 | $4.3B | $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GNLROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $180.1M | $197.0M | ||
| Q3 25 | $165.1M | $167.8M | ||
| Q2 25 | $144.8M | $157.2M | ||
| Q1 25 | $147.0M | $175.6M | ||
| Q4 24 | $159.7M | $159.8M | ||
| Q3 24 | $127.2M | $146.4M | ||
| Q2 24 | $122.2M | $119.9M |
股东权益GNLROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.7B | $1.2B | ||
| Q3 25 | $1.7B | $1.2B | ||
| Q2 25 | $1.8B | $1.2B | ||
| Q1 25 | $1.9B | $1.3B | ||
| Q4 24 | $2.2B | $1.3B | ||
| Q3 24 | $2.3B | $1.3B | ||
| Q2 24 | $2.4B | $1.3B |
总资产GNLROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $4.3B | $1.4B | ||
| Q3 25 | $4.8B | $1.4B | ||
| Q2 25 | $5.0B | $1.5B | ||
| Q1 25 | $5.8B | $1.5B | ||
| Q4 24 | $7.0B | $1.5B | ||
| Q3 24 | $7.3B | $1.5B | ||
| Q2 24 | $7.6B | $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 | $222.8M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | — | $1.1M |
| 自由现金流率自由现金流/营收 | — | 0.5% |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 现金转化率经营现金流/净利润 | 4.62× | 1.29× |
| 过去12个月自由现金流最近4个季度 | — | $70.1M |
8季度趋势，按日历期对齐
经营现金流GNLROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $222.8M | $46.9M | ||
| Q3 25 | $56.0M | $28.9M | ||
| Q2 25 | $52.0M | $13.7M | ||
| Q1 25 | $59.2M | $11.7M | ||
| Q4 24 | $299.5M | $33.7M | ||
| Q3 24 | $62.1M | $42.4M | ||
| Q2 24 | $70.4M | $22.9M |
自由现金流GNLROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | — | $21.2M | ||
| Q2 25 | — | $5.6M | ||
| Q1 25 | — | $2.1M | ||
| Q4 24 | — | $18.3M | ||
| Q3 24 | — | $25.2M | ||
| Q2 24 | — | $8.8M |
自由现金流率GNLROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | — | 4.1% |
资本支出强度GNLROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | — | 6.6% |
现金转化率GNLROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 4.62× | 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
GNL
| Industrial And Distribution Segment | $56.0M | 48% |
| Office Segment | $30.8M | 26% |
| Single Tenant Retail Segment | $30.2M | 26% |
ROG
暂无分部数据
