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赫氏（HXL）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
赫氏的季度营收约是ROGERS CORP的2.5倍（$501.5M vs $201.5M）。赫氏净利率更高（7.4% vs 2.3%，领先5.1%）。赫氏同比增速更快（9.9% vs 4.8%）。过去两年赫氏的营收复合增速更高（0.1% vs -2.8%）
赫氏是总部位于美国康涅狄格州斯坦福德的上市工业材料企业，专注于结构材料的研发与生产，由加州增强塑料公司、汽巴复合材料业务、赫克力士复合材料产品部门合并组建。其产品覆盖商用、军工、休闲等市场，广泛应用于军民飞机、航天运载火箭、卫星、风电叶片、运动器材等领域。
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。
HXL vs ROG — 直观对比
营收规模更大
HXL
是对方的2.5倍
$201.5M
营收增速更快
HXL
高出5.0%
4.8%
净利率更高
HXL
高出5.1%
2.3%
两年增速更快
HXL
近两年复合增速
-2.8%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $501.5M | $201.5M |
| 净利润 | $37.2M | $4.6M |
| 毛利率 | 26.9% | 31.5% |
| 营业利润率 | 11.5% | 3.5% |
| 净利率 | 7.4% | 2.3% |
| 营收同比 | 9.9% | 4.8% |
| 净利润同比 | 29.6% | 1020.0% |
| 每股收益（稀释后） | $0.49 | $0.20 |
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HXLROG
| Q1 26 | $501.5M | — | ||
| Q4 25 | $491.3M | $201.5M | ||
| Q3 25 | $456.2M | $216.0M | ||
| Q2 25 | $489.9M | $202.8M | ||
| Q1 25 | $456.5M | $190.5M | ||
| Q4 24 | $473.8M | $192.2M | ||
| Q3 24 | $456.5M | $210.3M | ||
| Q2 24 | $500.4M | $214.2M |
净利润HXLROG
| Q1 26 | $37.2M | — | ||
| Q4 25 | $46.4M | $4.6M | ||
| Q3 25 | $20.6M | $8.6M | ||
| Q2 25 | $13.5M | $-73.6M | ||
| Q1 25 | $28.9M | $-1.4M | ||
| Q4 24 | $5.8M | $-500.0K | ||
| Q3 24 | $39.8M | $10.7M | ||
| Q2 24 | $50.0M | $8.1M |
毛利率HXLROG
| Q1 26 | 26.9% | — | ||
| Q4 25 | 24.6% | 31.5% | ||
| Q3 25 | 21.9% | 33.5% | ||
| Q2 25 | 22.8% | 31.6% | ||
| Q1 25 | 22.4% | 29.9% | ||
| Q4 24 | 25.0% | 32.1% | ||
| Q3 24 | 23.3% | 35.2% | ||
| Q2 24 | 25.3% | 34.1% |
营业利润率HXLROG
| Q1 26 | 11.5% | — | ||
| Q4 25 | 12.5% | 3.5% | ||
| Q3 25 | 7.9% | 7.3% | ||
| Q2 25 | 6.1% | -33.3% | ||
| Q1 25 | 9.7% | -0.2% | ||
| Q4 24 | 1.9% | -6.6% | ||
| Q3 24 | 11.5% | 6.9% | ||
| Q2 24 | 14.3% | 5.3% |
净利率HXLROG
| Q1 26 | 7.4% | — | ||
| Q4 25 | 9.4% | 2.3% | ||
| Q3 25 | 4.5% | 4.0% | ||
| Q2 25 | 2.8% | -36.3% | ||
| Q1 25 | 6.3% | -0.7% | ||
| Q4 24 | 1.2% | -0.3% | ||
| Q3 24 | 8.7% | 5.1% | ||
| Q2 24 | 10.0% | 3.8% |
每股收益（稀释后）HXLROG
| Q1 26 | $0.49 | — | ||
| Q4 25 | — | $0.20 | ||
| Q3 25 | — | $0.48 | ||
| Q2 25 | — | $-4.00 | ||
| Q1 25 | — | $-0.08 | ||
| Q4 24 | — | $-0.04 | ||
| Q3 24 | — | $0.58 | ||
| Q2 24 | — | $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 | $54.1M | $197.0M |
| 总债务越低越好 | $998.1M | — |
| 股东权益账面价值 | $1.3B | $1.2B |
| 总资产 | $2.7B | $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HXLROG
| Q1 26 | $54.1M | — | ||
| Q4 25 | $71.0M | $197.0M | ||
| Q3 25 | $90.5M | $167.8M | ||
| Q2 25 | $77.2M | $157.2M | ||
| Q1 25 | $89.2M | $175.6M | ||
| Q4 24 | $125.4M | $159.8M | ||
| Q3 24 | $98.2M | $146.4M | ||
| Q2 24 | $75.4M | $119.9M |
总债务HXLROG
| Q1 26 | $998.1M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益HXLROG
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $1.2B | ||
| Q3 25 | $1.6B | $1.2B | ||
| Q2 25 | $1.6B | $1.2B | ||
| Q1 25 | $1.5B | $1.3B | ||
| Q4 24 | $1.5B | $1.3B | ||
| Q3 24 | $1.6B | $1.3B | ||
| Q2 24 | $1.6B | $1.3B |
总资产HXLROG
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $1.4B | ||
| Q3 25 | $2.8B | $1.4B | ||
| Q2 25 | $2.8B | $1.5B | ||
| Q1 25 | $2.8B | $1.5B | ||
| Q4 24 | $2.7B | $1.5B | ||
| Q3 24 | $2.9B | $1.5B | ||
| Q2 24 | $2.8B | $1.5B |
负债/权益比HXLROG
| Q1 26 | 0.79× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | — | $46.9M |
| 自由现金流经营现金流 - 资本支出 | — | $42.2M |
| 自由现金流率自由现金流/营收 | — | 20.9% |
| 资本支出强度资本支出/营收 | 3.2% | 2.3% |
| 现金转化率经营现金流/净利润 | — | 10.20× |
| 过去12个月自由现金流最近4个季度 | — | $71.1M |
8季度趋势，按日历期对齐
经营现金流HXLROG
| Q1 26 | — | — | ||
| Q4 25 | $125.5M | $46.9M | ||
| Q3 25 | $110.2M | $28.9M | ||
| Q2 25 | $23.3M | $13.7M | ||
| Q1 25 | $-28.5M | $11.7M | ||
| Q4 24 | $162.6M | $33.7M | ||
| Q3 24 | $90.1M | $42.4M | ||
| Q2 24 | $44.2M | $22.9M |
自由现金流HXLROG
| Q1 26 | — | — | ||
| Q4 25 | $107.3M | $42.2M | ||
| Q3 25 | $96.5M | $21.2M | ||
| Q2 25 | $8.0M | $5.6M | ||
| Q1 25 | $-54.6M | $2.1M | ||
| Q4 24 | $144.0M | $18.3M | ||
| Q3 24 | $73.3M | $25.2M | ||
| Q2 24 | $21.3M | $8.8M |
自由现金流率HXLROG
| Q1 26 | — | — | ||
| Q4 25 | 21.8% | 20.9% | ||
| Q3 25 | 21.2% | 9.8% | ||
| Q2 25 | 1.6% | 2.8% | ||
| Q1 25 | -12.0% | 1.1% | ||
| Q4 24 | 30.4% | 9.5% | ||
| Q3 24 | 16.1% | 12.0% | ||
| Q2 24 | 4.3% | 4.1% |
资本支出强度HXLROG
| Q1 26 | 3.2% | — | ||
| Q4 25 | 3.7% | 2.3% | ||
| Q3 25 | 3.0% | 3.6% | ||
| Q2 25 | 3.1% | 4.0% | ||
| Q1 25 | 5.7% | 5.0% | ||
| Q4 24 | 3.9% | 8.0% | ||
| Q3 24 | 3.7% | 8.2% | ||
| Q2 24 | 4.6% | 6.6% |
现金转化率HXLROG
| Q1 26 | — | — | ||
| Q4 25 | 2.70× | 10.20× | ||
| Q3 25 | 5.35× | 3.36× | ||
| Q2 25 | 1.73× | — | ||
| Q1 25 | -0.99× | — | ||
| Q4 24 | 28.03× | — | ||
| Q3 24 | 2.26× | 3.96× | ||
| Q2 24 | 0.88× | 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
HXL
暂无分部数据
ROG
| Elastomeric Material Solutions | $80.5M | 40% |
| Transferred At Point In Time | $69.7M | 35% |
| Transferred Over Time | $47.6M | 24% |
