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IDT CORP（IDT）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
IDT CORP的季度营收约是ROGERS CORP的1.6倍（$322.8M vs $200.5M），IDT CORP净利率更高（6.9% vs 2.2%，领先4.7%），ROGERS CORP同比增速更快（5.2% vs 4.3%），ROGERS CORP自由现金流更多（$1.1M vs $-16.0M），过去两年IDT CORP的营收复合增速更高（4.4% vs -3.3%）
IDT集团是一家跨国企业，总部位于美国新泽西州纽瓦克市，主营云通信、统一通信、销售点系统业务，同时为特定客户提供金融外汇服务，旗下拥有面向企业与消费者的多条业务线，知名产品包括Boss Revolution预付费电话卡。
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。
IDT vs ROG — 直观对比
营收规模更大
IDT
是对方的1.6倍
$200.5M
营收增速更快
ROG
高出1.0%
4.3%
净利率更高
IDT
高出4.7%
2.2%
自由现金流更多
ROG
多$17.1M
$-16.0M
两年增速更快
IDT
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $322.8M | $200.5M |
| 净利润 | $22.4M | $4.5M |
| 毛利率 | 36.6% | 32.2% |
| 营业利润率 | 9.6% | — |
| 净利率 | 6.9% | 2.2% |
| 营收同比 | 4.3% | 5.2% |
| 净利润同比 | 29.6% | 421.4% |
| 每股收益（稀释后） | $0.89 | $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IDTROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $322.8M | $201.5M | ||
| Q3 25 | $316.6M | $216.0M | ||
| Q2 25 | $302.0M | $202.8M | ||
| Q1 25 | $303.3M | $190.5M | ||
| Q4 24 | $309.6M | $192.2M | ||
| Q3 24 | $308.8M | $210.3M | ||
| Q2 24 | $299.6M | $214.2M |
净利润IDTROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $22.4M | $4.6M | ||
| Q3 25 | $16.9M | $8.6M | ||
| Q2 25 | $21.7M | $-73.6M | ||
| Q1 25 | $20.3M | $-1.4M | ||
| Q4 24 | $17.2M | $-500.0K | ||
| Q3 24 | $36.8M | $10.7M | ||
| Q2 24 | $5.6M | $8.1M |
毛利率IDTROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 36.6% | 31.5% | ||
| Q3 25 | 36.2% | 33.5% | ||
| Q2 25 | 37.1% | 31.6% | ||
| Q1 25 | 37.0% | 29.9% | ||
| Q4 24 | 34.8% | 32.1% | ||
| Q3 24 | 33.1% | 35.2% | ||
| Q2 24 | 32.4% | 34.1% |
营业利润率IDTROG
| Q1 26 | — | — | ||
| Q4 25 | 9.6% | 3.5% | ||
| Q3 25 | 6.9% | 7.3% | ||
| Q2 25 | 8.8% | -33.3% | ||
| Q1 25 | 9.3% | -0.2% | ||
| Q4 24 | 7.6% | -6.6% | ||
| Q3 24 | 6.5% | 6.9% | ||
| Q2 24 | 3.8% | 5.3% |
净利率IDTROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 6.9% | 2.3% | ||
| Q3 25 | 5.3% | 4.0% | ||
| Q2 25 | 7.2% | -36.3% | ||
| Q1 25 | 6.7% | -0.7% | ||
| Q4 24 | 5.6% | -0.3% | ||
| Q3 24 | 11.9% | 5.1% | ||
| Q2 24 | 1.9% | 3.8% |
每股收益（稀释后）IDTROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.89 | $0.20 | ||
| Q3 25 | $0.67 | $0.48 | ||
| Q2 25 | $0.86 | $-4.00 | ||
| Q1 25 | $0.80 | $-0.08 | ||
| Q4 24 | $0.68 | $-0.04 | ||
| Q3 24 | $1.45 | $0.58 | ||
| Q2 24 | $0.22 | $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 | $189.3M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $320.7M | $1.2B |
| 总资产 | $654.9M | $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IDTROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $189.3M | $197.0M | ||
| Q3 25 | $226.5M | $167.8M | ||
| Q2 25 | $199.9M | $157.2M | ||
| Q1 25 | $142.2M | $175.6M | ||
| Q4 24 | $148.0M | $159.8M | ||
| Q3 24 | $164.6M | $146.4M | ||
| Q2 24 | $139.8M | $119.9M |
股东权益IDTROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $320.7M | $1.2B | ||
| Q3 25 | $305.1M | $1.2B | ||
| Q2 25 | $286.2M | $1.2B | ||
| Q1 25 | $271.6M | $1.3B | ||
| Q4 24 | $260.6M | $1.3B | ||
| Q3 24 | $246.2M | $1.3B | ||
| Q2 24 | $214.5M | $1.3B |
总资产IDTROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $654.9M | $1.4B | ||
| Q3 25 | $626.2M | $1.4B | ||
| Q2 25 | $600.9M | $1.5B | ||
| Q1 25 | $575.7M | $1.5B | ||
| Q4 24 | $554.6M | $1.5B | ||
| Q3 24 | $550.1M | $1.5B | ||
| Q2 24 | $517.3M | $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 | $-10.1M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-16.0M | $1.1M |
| 自由现金流率自由现金流/营收 | -4.9% | 0.5% |
| 资本支出强度资本支出/营收 | 1.8% | 2.3% |
| 现金转化率经营现金流/净利润 | -0.45× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $95.4M | $70.1M |
8季度趋势，按日历期对齐
经营现金流IDTROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-10.1M | $46.9M | ||
| Q3 25 | $31.0M | $28.9M | ||
| Q2 25 | $75.7M | $13.7M | ||
| Q1 25 | $20.2M | $11.7M | ||
| Q4 24 | $164.0K | $33.7M | ||
| Q3 24 | $25.4M | $42.4M | ||
| Q2 24 | $9.5M | $22.9M |
自由现金流IDTROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-16.0M | $42.2M | ||
| Q3 25 | $25.7M | $21.2M | ||
| Q2 25 | $70.3M | $5.6M | ||
| Q1 25 | $15.3M | $2.1M | ||
| Q4 24 | $-5.1M | $18.3M | ||
| Q3 24 | $20.1M | $25.2M | ||
| Q2 24 | $4.7M | $8.8M |
自由现金流率IDTROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | -4.9% | 20.9% | ||
| Q3 25 | 8.1% | 9.8% | ||
| Q2 25 | 23.3% | 2.8% | ||
| Q1 25 | 5.1% | 1.1% | ||
| Q4 24 | -1.7% | 9.5% | ||
| Q3 24 | 6.5% | 12.0% | ||
| Q2 24 | 1.6% | 4.1% |
资本支出强度IDTROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.8% | 2.3% | ||
| Q3 25 | 1.7% | 3.6% | ||
| Q2 25 | 1.8% | 4.0% | ||
| Q1 25 | 1.6% | 5.0% | ||
| Q4 24 | 1.7% | 8.0% | ||
| Q3 24 | 1.7% | 8.2% | ||
| Q2 24 | 1.6% | 6.6% |
现金转化率IDTROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | -0.45× | 10.20× | ||
| Q3 25 | 1.84× | 3.36× | ||
| Q2 25 | 3.49× | — | ||
| Q1 25 | 0.99× | — | ||
| Q4 24 | 0.01× | — | ||
| Q3 24 | 0.69× | 3.96× | ||
| Q2 24 | 1.71× | 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
IDT
| IDT Digital Payments | $104.4M | 32% |
| IDT Global | $60.2M | 19% |
| BOSS Revolution | $45.7M | 14% |
| National Retail Solutions | $39.3M | 12% |
| BOSS Revolution Money Transfer | $36.3M | 11% |
| Net2phone | $23.9M | 7% |
| Other | $8.0M | 2% |
ROG
暂无分部数据
