vs
Hippo Holdings Inc.(HIPO)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Hippo Holdings Inc.的1.7倍($200.5M vs $120.4M),Hippo Holdings Inc.净利率更高(5.0% vs 2.2%,领先2.7%),Hippo Holdings Inc.同比增速更快(18.2% vs 5.2%),Hippo Holdings Inc.自由现金流更多($9.1M vs $1.1M),过去两年Hippo Holdings Inc.的营收复合增速更高(18.9% vs -3.3%)
河马谷庄园是一座甘蔗种植园,坐落于津巴布韦东南部奇雷济区奇雷济镇附近,位于伦迪河沿岸,毗邻莫桑比克边境,是当地重要的蔗糖产业园区。
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。
HIPO vs ROG — 直观对比
营收规模更大
ROG
是对方的1.7倍
$120.4M
营收增速更快
HIPO
高出12.9%
5.2%
净利率更高
HIPO
高出2.7%
2.2%
自由现金流更多
HIPO
多$8.0M
$1.1M
两年增速更快
HIPO
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $120.4M | $200.5M |
| 净利润 | $6.0M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | 5.6% | — |
| 净利率 | 5.0% | 2.2% |
| 营收同比 | 18.2% | 5.2% |
| 净利润同比 | -86.4% | 421.4% |
| 每股收益(稀释后) | $0.31 | $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
HIPO
ROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $120.4M | $201.5M | ||
| Q3 25 | $120.6M | $216.0M | ||
| Q2 25 | $117.3M | $202.8M | ||
| Q1 25 | $110.3M | $190.5M | ||
| Q4 24 | $101.9M | $192.2M | ||
| Q3 24 | $95.5M | $210.3M | ||
| Q2 24 | $89.6M | $214.2M |
净利润
HIPO
ROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $6.0M | $4.6M | ||
| Q3 25 | $98.1M | $8.6M | ||
| Q2 25 | $1.3M | $-73.6M | ||
| Q1 25 | $-47.7M | $-1.4M | ||
| Q4 24 | $44.2M | $-500.0K | ||
| Q3 24 | $-8.5M | $10.7M | ||
| Q2 24 | $-40.5M | $8.1M |
毛利率
HIPO
ROG
| 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
HIPO
ROG
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 3.5% | ||
| Q3 25 | 81.3% | 7.3% | ||
| Q2 25 | 3.4% | -33.3% | ||
| Q1 25 | -41.3% | -0.2% | ||
| Q4 24 | 46.3% | -6.6% | ||
| Q3 24 | -5.4% | 6.9% | ||
| Q2 24 | -40.7% | 5.3% |
净利率
HIPO
ROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 5.0% | 2.3% | ||
| Q3 25 | 81.3% | 4.0% | ||
| Q2 25 | 1.1% | -36.3% | ||
| Q1 25 | -43.2% | -0.7% | ||
| Q4 24 | 43.4% | -0.3% | ||
| Q3 24 | -8.9% | 5.1% | ||
| Q2 24 | -45.2% | 3.8% |
每股收益(稀释后)
HIPO
ROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.31 | $0.20 | ||
| Q3 25 | $3.77 | $0.48 | ||
| Q2 25 | $0.05 | $-4.00 | ||
| Q1 25 | $-1.91 | $-0.08 | ||
| Q4 24 | $1.81 | $-0.04 | ||
| Q3 24 | $-0.34 | $0.58 | ||
| Q2 24 | $-1.64 | $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 | $218.3M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $436.1M | $1.2B |
| 总资产 | $1.9B | $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
HIPO
ROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $218.3M | $197.0M | ||
| Q3 25 | $247.7M | $167.8M | ||
| Q2 25 | $198.9M | $157.2M | ||
| Q1 25 | $140.9M | $175.6M | ||
| Q4 24 | $197.6M | $159.8M | ||
| Q3 24 | $191.2M | $146.4M | ||
| Q2 24 | $175.9M | $119.9M |
股东权益
HIPO
ROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $436.1M | $1.2B | ||
| Q3 25 | $421.5M | $1.2B | ||
| Q2 25 | $332.5M | $1.2B | ||
| Q1 25 | $322.8M | $1.3B | ||
| Q4 24 | $362.1M | $1.3B | ||
| Q3 24 | $326.4M | $1.3B | ||
| Q2 24 | $322.6M | $1.3B |
总资产
HIPO
ROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.9B | $1.4B | ||
| Q3 25 | $1.9B | $1.4B | ||
| Q2 25 | $1.7B | $1.5B | ||
| Q1 25 | $1.5B | $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 | $9.2M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $9.1M | $1.1M |
| 自由现金流率自由现金流/营收 | 7.6% | 0.5% |
| 资本支出强度资本支出/营收 | 0.1% | 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 | $14.8M | $70.1M |
8季度趋势,按日历期对齐
经营现金流
HIPO
ROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $9.2M | $46.9M | ||
| Q3 25 | $16.9M | $28.9M | ||
| Q2 25 | $24.7M | $13.7M | ||
| Q1 25 | $-35.6M | $11.7M | ||
| Q4 24 | $47.5M | $33.7M | ||
| Q3 24 | $46.8M | $42.4M | ||
| Q2 24 | $-10.6M | $22.9M |
自由现金流
HIPO
ROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $9.1M | $42.2M | ||
| Q3 25 | $16.8M | $21.2M | ||
| Q2 25 | $24.6M | $5.6M | ||
| Q1 25 | $-35.7M | $2.1M | ||
| Q4 24 | $47.2M | $18.3M | ||
| Q3 24 | — | $25.2M | ||
| Q2 24 | $-10.7M | $8.8M |
自由现金流率
HIPO
ROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 7.6% | 20.9% | ||
| Q3 25 | 13.9% | 9.8% | ||
| Q2 25 | 21.0% | 2.8% | ||
| Q1 25 | -32.4% | 1.1% | ||
| Q4 24 | 46.3% | 9.5% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | -11.9% | 4.1% |
资本支出强度
HIPO
ROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.1% | 2.3% | ||
| Q3 25 | 0.1% | 3.6% | ||
| Q2 25 | 0.1% | 4.0% | ||
| Q1 25 | 0.1% | 5.0% | ||
| Q4 24 | 0.3% | 8.0% | ||
| Q3 24 | 0.0% | 8.2% | ||
| Q2 24 | 0.1% | 6.6% |
现金转化率
HIPO
ROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 1.53× | 10.20× | ||
| Q3 25 | 0.17× | 3.36× | ||
| Q2 25 | 19.00× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.07× | — | ||
| 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