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哈雷戴维森（HOG）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
哈雷戴维森的季度营收约是ROGERS CORP的1.9倍（$390.5M vs $200.5M），ROGERS CORP净利率更高（2.2% vs -72.3%，领先74.6%），ROGERS CORP同比增速更快（5.2% vs -9.4%），哈雷戴维森自由现金流更多（$100.4M vs $1.1M），过去两年ROGERS CORP的营收复合增速更高（-3.3% vs -48.6%）
哈雷戴维森是源自美国的摩托车制造商与生活方式品牌，总部位于威斯康星州密尔沃基，创立于1903年。它是大萧条时期幸存下来的两大美国摩托车厂商之一，历经多次股权变动、子公司调整、经营困境与全球竞争，如今已是全球知名的标志性品牌。
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。
HOG vs ROG — 直观对比
营收规模更大
HOG
是对方的1.9倍
$200.5M
营收增速更快
ROG
高出14.6%
-9.4%
净利率更高
ROG
高出74.6%
-72.3%
自由现金流更多
HOG
多$99.3M
$1.1M
两年增速更快
ROG
近两年复合增速
-48.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $390.5M | $200.5M |
| 净利润 | $-282.6M | $4.5M |
| 毛利率 | -7.9% | 32.2% |
| 营业利润率 | -92.4% | — |
| 净利率 | -72.3% | 2.2% |
| 营收同比 | -9.4% | 5.2% |
| 净利润同比 | -138.6% | 421.4% |
| 每股收益（稀释后） | $-2.27 | $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HOGROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $390.5M | $201.5M | ||
| Q3 25 | $1.1B | $216.0M | ||
| Q2 25 | $1.0B | $202.8M | ||
| Q1 25 | $1.1B | $190.5M | ||
| Q4 24 | $430.9M | $192.2M | ||
| Q3 24 | $881.2M | $210.3M | ||
| Q2 24 | $1.4B | $214.2M |
净利润HOGROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-282.6M | $4.6M | ||
| Q3 25 | $377.4M | $8.6M | ||
| Q2 25 | $107.6M | $-73.6M | ||
| Q1 25 | $133.1M | $-1.4M | ||
| Q4 24 | $-118.4M | $-500.0K | ||
| Q3 24 | $119.0M | $10.7M | ||
| Q2 24 | $218.3M | $8.1M |
毛利率HOGROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | -7.9% | 31.5% | ||
| Q3 25 | 26.0% | 33.5% | ||
| Q2 25 | 28.5% | 31.6% | ||
| Q1 25 | 28.9% | 29.9% | ||
| Q4 24 | -2.0% | 32.1% | ||
| Q3 24 | 29.8% | 35.2% | ||
| Q2 24 | 31.8% | 34.1% |
营业利润率HOGROG
| Q1 26 | — | — | ||
| Q4 25 | -92.4% | 3.5% | ||
| Q3 25 | 44.0% | 7.3% | ||
| Q2 25 | 10.7% | -33.3% | ||
| Q1 25 | 14.8% | -0.2% | ||
| Q4 24 | -44.9% | -6.6% | ||
| Q3 24 | 12.0% | 6.9% | ||
| Q2 24 | 17.8% | 5.3% |
净利率HOGROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -72.3% | 2.3% | ||
| Q3 25 | 35.0% | 4.0% | ||
| Q2 25 | 10.2% | -36.3% | ||
| Q1 25 | 12.3% | -0.7% | ||
| Q4 24 | -27.5% | -0.3% | ||
| Q3 24 | 13.5% | 5.1% | ||
| Q2 24 | 16.1% | 3.8% |
每股收益（稀释后）HOGROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-2.27 | $0.20 | ||
| Q3 25 | $3.10 | $0.48 | ||
| Q2 25 | $0.88 | $-4.00 | ||
| Q1 25 | $1.07 | $-0.08 | ||
| Q4 24 | $-0.82 | $-0.04 | ||
| Q3 24 | $0.91 | $0.58 | ||
| Q2 24 | $1.63 | $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 | $3.1B | $195.8M |
| 总债务越低越好 | $2.5B | — |
| 股东权益账面价值 | $3.1B | $1.2B |
| 总资产 | $8.0B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.79× | — |
8季度趋势，按日历期对齐
现金及短期投资HOGROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $3.1B | $197.0M | ||
| Q3 25 | $1.8B | $167.8M | ||
| Q2 25 | $1.6B | $157.2M | ||
| Q1 25 | $1.9B | $175.6M | ||
| Q4 24 | $1.6B | $159.8M | ||
| Q3 24 | $2.2B | $146.4M | ||
| Q2 24 | $1.8B | $119.9M |
总债务HOGROG
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $4.5B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | $6.3B | — | ||
| Q3 24 | $7.3B | — | ||
| Q2 24 | $7.0B | — |
股东权益HOGROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $3.1B | $1.2B | ||
| Q3 25 | $3.6B | $1.2B | ||
| Q2 25 | $3.3B | $1.2B | ||
| Q1 25 | $3.2B | $1.3B | ||
| Q4 24 | $3.2B | $1.3B | ||
| Q3 24 | $3.4B | $1.3B | ||
| Q2 24 | $3.4B | $1.3B |
总资产HOGROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $8.0B | $1.4B | ||
| Q3 25 | $10.6B | $1.4B | ||
| Q2 25 | $12.1B | $1.5B | ||
| Q1 25 | $12.4B | $1.5B | ||
| Q4 24 | $11.9B | $1.5B | ||
| Q3 24 | $13.0B | $1.5B | ||
| Q2 24 | $12.8B | $1.5B |
负债/权益比HOGROG
| Q1 26 | — | — | ||
| Q4 25 | 0.79× | — | ||
| Q3 25 | 1.25× | — | ||
| Q2 25 | 1.91× | — | ||
| Q1 25 | 2.14× | — | ||
| Q4 24 | 2.00× | — | ||
| Q3 24 | 2.13× | — | ||
| Q2 24 | 2.03× | — |
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 | $152.0M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $100.4M | $1.1M |
| 自由现金流率自由现金流/营收 | 25.7% | 0.5% |
| 资本支出强度资本支出/营收 | 13.2% | 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 | $415.2M | $70.1M |
8季度趋势，按日历期对齐
经营现金流HOGROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $152.0M | $46.9M | ||
| Q3 25 | $-92.6M | $28.9M | ||
| Q2 25 | $368.0M | $13.7M | ||
| Q1 25 | $141.5M | $11.7M | ||
| Q4 24 | $133.2M | $33.7M | ||
| Q3 24 | $353.0M | $42.4M | ||
| Q2 24 | $473.6M | $22.9M |
自由现金流HOGROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $100.4M | $42.2M | ||
| Q3 25 | $-129.1M | $21.2M | ||
| Q2 25 | $332.4M | $5.6M | ||
| Q1 25 | $111.6M | $2.1M | ||
| Q4 24 | $77.0M | $18.3M | ||
| Q3 24 | $300.4M | $25.2M | ||
| Q2 24 | $432.2M | $8.8M |
自由现金流率HOGROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 25.7% | 20.9% | ||
| Q3 25 | -12.0% | 9.8% | ||
| Q2 25 | 31.7% | 2.8% | ||
| Q1 25 | 10.3% | 1.1% | ||
| Q4 24 | 17.9% | 9.5% | ||
| Q3 24 | 34.1% | 12.0% | ||
| Q2 24 | 31.9% | 4.1% |
资本支出强度HOGROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 13.2% | 2.3% | ||
| Q3 25 | 3.4% | 3.6% | ||
| Q2 25 | 3.4% | 4.0% | ||
| Q1 25 | 2.8% | 5.0% | ||
| Q4 24 | 13.0% | 8.0% | ||
| Q3 24 | 6.0% | 8.2% | ||
| Q2 24 | 3.1% | 6.6% |
现金转化率HOGROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | -0.25× | 3.36× | ||
| Q2 25 | 3.42× | — | ||
| Q1 25 | 1.06× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.97× | 3.96× | ||
| Q2 24 | 2.17× | 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
HOG
| Motorcycles | $193.9M | 50% |
| Other | $63.8M | 16% |
| Other Income Financial Services | $59.8M | 15% |
| Apparel | $47.2M | 12% |
| Livewire Segment | $11.4M | 3% |
ROG
暂无分部数据
