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汉美驰（HBB）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
汉美驰的季度营收约是ROGERS CORP的1.1倍（$212.9M vs $200.5M），汉美驰净利率更高（8.7% vs 2.2%，领先6.5%），ROGERS CORP同比增速更快（5.2% vs -0.3%），汉美驰自由现金流更多（$27.9M vs $1.1M），过去两年汉美驰的营收复合增速更高（28.8% vs -3.3%）
汉美驰品牌控股公司是美国家电与商用餐厨设备设计营销企业，核心业务覆盖美加墨地区，主要推出搅拌机、料理机、烤面包机、慢炖锅、电熨斗、空气净化器等家用及商用设备，在北美家电市场拥有较高知名度。
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。
HBB vs ROG — 直观对比
营收规模更大
HBB
是对方的1.1倍
$200.5M
营收增速更快
ROG
高出5.5%
-0.3%
净利率更高
HBB
高出6.5%
2.2%
自由现金流更多
HBB
多$26.8M
$1.1M
两年增速更快
HBB
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $212.9M | $200.5M |
| 净利润 | $18.5M | $4.5M |
| 毛利率 | 28.3% | 32.2% |
| 营业利润率 | 11.9% | — |
| 净利率 | 8.7% | 2.2% |
| 营收同比 | -0.3% | 5.2% |
| 净利润同比 | -22.7% | 421.4% |
| 每股收益（稀释后） | $1.37 | $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HBBROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $212.9M | $201.5M | ||
| Q3 25 | $132.8M | $216.0M | ||
| Q2 25 | $127.8M | $202.8M | ||
| Q1 25 | $133.4M | $190.5M | ||
| Q4 24 | $213.5M | $192.2M | ||
| Q3 24 | $156.7M | $210.3M | ||
| Q2 24 | $156.2M | $214.2M |
净利润HBBROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $18.5M | $4.6M | ||
| Q3 25 | $1.7M | $8.6M | ||
| Q2 25 | $4.5M | $-73.6M | ||
| Q1 25 | $1.8M | $-1.4M | ||
| Q4 24 | $24.0M | $-500.0K | ||
| Q3 24 | $1.9M | $10.7M | ||
| Q2 24 | $6.0M | $8.1M |
毛利率HBBROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 28.3% | 31.5% | ||
| Q3 25 | 21.1% | 33.5% | ||
| Q2 25 | 27.5% | 31.6% | ||
| Q1 25 | 24.6% | 29.9% | ||
| Q4 24 | 26.1% | 32.1% | ||
| Q3 24 | 28.0% | 35.2% | ||
| Q2 24 | 25.9% | 34.1% |
营业利润率HBBROG
| Q1 26 | — | — | ||
| Q4 25 | 11.9% | 3.5% | ||
| Q3 25 | 2.2% | 7.3% | ||
| Q2 25 | 4.7% | -33.3% | ||
| Q1 25 | 1.7% | -0.2% | ||
| Q4 24 | 11.0% | -6.6% | ||
| Q3 24 | 6.8% | 6.9% | ||
| Q2 24 | 6.4% | 5.3% |
净利率HBBROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 8.7% | 2.3% | ||
| Q3 25 | 1.2% | 4.0% | ||
| Q2 25 | 3.5% | -36.3% | ||
| Q1 25 | 1.4% | -0.7% | ||
| Q4 24 | 11.2% | -0.3% | ||
| Q3 24 | 1.2% | 5.1% | ||
| Q2 24 | 3.8% | 3.8% |
每股收益（稀释后）HBBROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $1.37 | $0.20 | ||
| Q3 25 | $0.12 | $0.48 | ||
| Q2 25 | $0.33 | $-4.00 | ||
| Q1 25 | $0.13 | $-0.08 | ||
| Q4 24 | $1.72 | $-0.04 | ||
| Q3 24 | $0.14 | $0.58 | ||
| Q2 24 | $0.42 | $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 | $47.3M | $195.8M |
| 总债务越低越好 | $50.0M | — |
| 股东权益账面价值 | $182.8M | $1.2B |
| 总资产 | $397.6M | $1.4B |
| 负债/权益比越低杠杆越低 | 0.27× | — |
8季度趋势，按日历期对齐
现金及短期投资HBBROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $47.3M | $197.0M | ||
| Q3 25 | $17.2M | $167.8M | ||
| Q2 25 | $11.3M | $157.2M | ||
| Q1 25 | $48.3M | $175.6M | ||
| Q4 24 | $45.6M | $159.8M | ||
| Q3 24 | $22.6M | $146.4M | ||
| Q2 24 | $37.2M | $119.9M |
总债务HBBROG
| Q1 26 | — | — | ||
| Q4 25 | $50.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益HBBROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $182.8M | $1.2B | ||
| Q3 25 | $164.0M | $1.2B | ||
| Q2 25 | $164.0M | $1.2B | ||
| Q1 25 | $163.2M | $1.3B | ||
| Q4 24 | $165.9M | $1.3B | ||
| Q3 24 | $150.0M | $1.3B | ||
| Q2 24 | $145.7M | $1.3B |
总资产HBBROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $397.6M | $1.4B | ||
| Q3 25 | $392.4M | $1.4B | ||
| Q2 25 | $363.8M | $1.5B | ||
| Q1 25 | $418.0M | $1.5B | ||
| Q4 24 | $415.1M | $1.5B | ||
| Q3 24 | $408.7M | $1.5B | ||
| Q2 24 | $369.9M | $1.5B |
负债/权益比HBBROG
| Q1 26 | — | — | ||
| Q4 25 | 0.27× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.30× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $28.5M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $27.9M | $1.1M |
| 自由现金流率自由现金流/营收 | 13.1% | 0.5% |
| 资本支出强度资本支出/营收 | 0.3% | 2.3% |
| 现金转化率经营现金流/净利润 | 1.53× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $11.0M | $70.1M |
8季度趋势，按日历期对齐
经营现金流HBBROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $28.5M | $46.9M | ||
| Q3 25 | $9.1M | $28.9M | ||
| Q2 25 | $-30.4M | $13.7M | ||
| Q1 25 | $6.6M | $11.7M | ||
| Q4 24 | $30.2M | $33.7M | ||
| Q3 24 | $-1.9M | $42.4M | ||
| Q2 24 | $17.4M | $22.9M |
自由现金流HBBROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $27.9M | $42.2M | ||
| Q3 25 | $8.4M | $21.2M | ||
| Q2 25 | $-31.3M | $5.6M | ||
| Q1 25 | $6.1M | $2.1M | ||
| Q4 24 | $29.4M | $18.3M | ||
| Q3 24 | $-2.7M | $25.2M | ||
| Q2 24 | $16.8M | $8.8M |
自由现金流率HBBROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 13.1% | 20.9% | ||
| Q3 25 | 6.3% | 9.8% | ||
| Q2 25 | -24.5% | 2.8% | ||
| Q1 25 | 4.6% | 1.1% | ||
| Q4 24 | 13.8% | 9.5% | ||
| Q3 24 | -1.7% | 12.0% | ||
| Q2 24 | 10.7% | 4.1% |
资本支出强度HBBROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.3% | 2.3% | ||
| Q3 25 | 0.6% | 3.6% | ||
| Q2 25 | 0.7% | 4.0% | ||
| Q1 25 | 0.4% | 5.0% | ||
| Q4 24 | 0.4% | 8.0% | ||
| Q3 24 | 0.5% | 8.2% | ||
| Q2 24 | 0.4% | 6.6% |
现金转化率HBBROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 1.53× | 10.20× | ||
| Q3 25 | 5.52× | 3.36× | ||
| Q2 25 | -6.83× | — | ||
| Q1 25 | 3.67× | — | ||
| Q4 24 | 1.26× | — | ||
| Q3 24 | -0.98× | 3.96× | ||
| Q2 24 | 2.90× | 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
HBB
| Consumer Product | $191.6M | 90% |
| Commercial Product | $17.5M | 8% |
| Health Beacon | $2.3M | 1% |
ROG
暂无分部数据
