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Gogo Inc.（GOGO）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
Gogo Inc.的季度营收约是ROGERS CORP的1.1倍（$230.6M vs $200.5M），ROGERS CORP净利率更高（2.2% vs -4.3%，领先6.6%），Gogo Inc.同比增速更快（67.3% vs 5.2%），ROGERS CORP自由现金流更多（$1.1M vs $-25.4M），过去两年Gogo Inc.的营收复合增速更高（48.7% vs -3.3%）
Gogo Inc.是美国公务机机载宽带互联网及连接服务提供商，总部位于科罗拉多州布鲁姆菲尔德。截至目前，已有超过2500架商用飞机和6600架公务机安装了该公司的机载Wi-Fi服务。该公司曾面向民航业提供机上WiFi服务，2020年12月已将这块民航业务以4亿美元出售给国际通信卫星组织。
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。
GOGO vs ROG — 直观对比
营收规模更大
GOGO
是对方的1.1倍
$200.5M
营收增速更快
GOGO
高出62.1%
5.2%
净利率更高
ROG
高出6.6%
-4.3%
自由现金流更多
ROG
多$26.5M
$-25.4M
两年增速更快
GOGO
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $230.6M | $200.5M |
| 净利润 | $-10.0M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | 6.2% | — |
| 净利率 | -4.3% | 2.2% |
| 营收同比 | 67.3% | 5.2% |
| 净利润同比 | 64.6% | 421.4% |
| 每股收益（稀释后） | $-0.08 | $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GOGOROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $230.6M | $201.5M | ||
| Q3 25 | $223.6M | $216.0M | ||
| Q2 25 | $226.0M | $202.8M | ||
| Q1 25 | $230.3M | $190.5M | ||
| Q4 24 | $137.8M | $192.2M | ||
| Q3 24 | $100.5M | $210.3M | ||
| Q2 24 | $102.1M | $214.2M |
净利润GOGOROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-10.0M | $4.6M | ||
| Q3 25 | $-1.9M | $8.6M | ||
| Q2 25 | $12.8M | $-73.6M | ||
| Q1 25 | $12.0M | $-1.4M | ||
| Q4 24 | $-28.2M | $-500.0K | ||
| Q3 24 | $10.6M | $10.7M | ||
| Q2 24 | $839.0K | $8.1M |
毛利率GOGOROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | 87.8% | 31.6% | ||
| Q1 25 | 87.3% | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
营业利润率GOGOROG
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 3.5% | ||
| Q3 25 | 12.9% | 7.3% | ||
| Q2 25 | 15.9% | -33.3% | ||
| Q1 25 | 15.3% | -0.2% | ||
| Q4 24 | -17.5% | -6.6% | ||
| Q3 24 | 19.0% | 6.9% | ||
| Q2 24 | 21.2% | 5.3% |
净利率GOGOROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -4.3% | 2.3% | ||
| Q3 25 | -0.9% | 4.0% | ||
| Q2 25 | 5.7% | -36.3% | ||
| Q1 25 | 5.2% | -0.7% | ||
| Q4 24 | -20.5% | -0.3% | ||
| Q3 24 | 10.6% | 5.1% | ||
| Q2 24 | 0.8% | 3.8% |
每股收益（稀释后）GOGOROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.08 | $0.20 | ||
| Q3 25 | $-0.01 | $0.48 | ||
| Q2 25 | $0.09 | $-4.00 | ||
| Q1 25 | $0.09 | $-0.08 | ||
| Q4 24 | $-0.22 | $-0.04 | ||
| Q3 24 | $0.08 | $0.58 | ||
| Q2 24 | $0.01 | $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 | $125.2M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $101.1M | $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GOGOROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $125.2M | $197.0M | ||
| Q3 25 | $133.6M | $167.8M | ||
| Q2 25 | $102.1M | $157.2M | ||
| Q1 25 | $70.3M | $175.6M | ||
| Q4 24 | $41.8M | $159.8M | ||
| Q3 24 | $176.7M | $146.4M | ||
| Q2 24 | $161.6M | $119.9M |
股东权益GOGOROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $101.1M | $1.2B | ||
| Q3 25 | $107.0M | $1.2B | ||
| Q2 25 | $102.8M | $1.2B | ||
| Q1 25 | $82.9M | $1.3B | ||
| Q4 24 | $69.3M | $1.3B | ||
| Q3 24 | $52.7M | $1.3B | ||
| Q2 24 | $52.0M | $1.3B |
总资产GOGOROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.2B | $1.5B | ||
| Q4 24 | $1.2B | $1.5B | ||
| Q3 24 | $810.7M | $1.5B | ||
| Q2 24 | $802.7M | $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 | $8.5M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-25.4M | $1.1M |
| 自由现金流率自由现金流/营收 | -11.0% | 0.5% |
| 资本支出强度资本支出/营收 | 14.7% | 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 | $65.1M | $70.1M |
8季度趋势，按日历期对齐
经营现金流GOGOROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $8.5M | $46.9M | ||
| Q3 25 | $46.8M | $28.9M | ||
| Q2 25 | $36.7M | $13.7M | ||
| Q1 25 | $32.5M | $11.7M | ||
| Q4 24 | $-38.3M | $33.7M | ||
| Q3 24 | $25.1M | $42.4M | ||
| Q2 24 | $24.9M | $22.9M |
自由现金流GOGOROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-25.4M | $42.2M | ||
| Q3 25 | $27.3M | $21.2M | ||
| Q2 25 | $33.5M | $5.6M | ||
| Q1 25 | $29.7M | $2.1M | ||
| Q4 24 | $-42.6M | $18.3M | ||
| Q3 24 | $20.7M | $25.2M | ||
| Q2 24 | $21.6M | $8.8M |
自由现金流率GOGOROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | -11.0% | 20.9% | ||
| Q3 25 | 12.2% | 9.8% | ||
| Q2 25 | 14.8% | 2.8% | ||
| Q1 25 | 12.9% | 1.1% | ||
| Q4 24 | -30.9% | 9.5% | ||
| Q3 24 | 20.6% | 12.0% | ||
| Q2 24 | 21.1% | 4.1% |
资本支出强度GOGOROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 14.7% | 2.3% | ||
| Q3 25 | 8.7% | 3.6% | ||
| Q2 25 | 1.4% | 4.0% | ||
| Q1 25 | 1.2% | 5.0% | ||
| Q4 24 | 3.1% | 8.0% | ||
| Q3 24 | 4.4% | 8.2% | ||
| Q2 24 | 3.3% | 6.6% |
现金转化率GOGOROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | 2.87× | — | ||
| Q1 25 | 2.70× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.36× | 3.96× | ||
| Q2 24 | 29.74× | 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
GOGO
| Services | $191.9M | 83% |
| Products | $38.7M | 17% |
| Fcc Reimbursement Program | $2.0M | 1% |
ROG
暂无分部数据
