vs
艺达思集团（IEX）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
艺达思集团的季度营收约是ROGERS CORP的2.0倍（$398.4M vs $200.5M），艺达思集团净利率更高（30.1% vs 2.2%，领先27.9%），艺达思集团同比增速更快（16.7% vs 5.2%），艺达思集团自由现金流更多（$86.0M vs $1.1M），过去两年ROGERS CORP的营收复合增速更高（-3.3% vs -29.4%）
艺达思集团是一家公开上市的工业制造企业，专注于流体系统与特种工程产品的研发和生产，产品广泛应用于工业制造、生命科学、食品安全等多个领域，可为全球各行业客户提供高性能定制化解决方案。
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。
IEX vs ROG — 直观对比
营收规模更大
IEX
是对方的2.0倍
$200.5M
营收增速更快
IEX
高出11.4%
5.2%
净利率更高
IEX
高出27.9%
2.2%
自由现金流更多
IEX
多$84.9M
$1.1M
两年增速更快
ROG
近两年复合增速
-29.4%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $398.4M | $200.5M |
| 净利润 | $120.0M | $4.5M |
| 毛利率 | 99.9% | 32.2% |
| 营业利润率 | 43.3% | — |
| 净利率 | 30.1% | 2.2% |
| 营收同比 | 16.7% | 5.2% |
| 净利润同比 | 25.7% | 421.4% |
| 每股收益（稀释后） | $1.61 | $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IEXROG
| Q2 26 | $398.4M | — | ||
| Q1 26 | $407.7M | $200.5M | ||
| Q4 25 | $899.1M | $201.5M | ||
| Q3 25 | $878.7M | $216.0M | ||
| Q2 25 | $865.4M | $202.8M | ||
| Q1 25 | $814.3M | $190.5M | ||
| Q4 24 | $862.9M | $192.2M | ||
| Q3 24 | $798.2M | $210.3M |
净利润IEXROG
| Q2 26 | $120.0M | — | ||
| Q1 26 | $128.3M | $4.5M | ||
| Q4 25 | $128.3M | $4.6M | ||
| Q3 25 | $127.8M | $8.6M | ||
| Q2 25 | $131.6M | $-73.6M | ||
| Q1 25 | $95.5M | $-1.4M | ||
| Q4 24 | $123.2M | $-500.0K | ||
| Q3 24 | $119.1M | $10.7M |
毛利率IEXROG
| Q2 26 | 99.9% | — | ||
| Q1 26 | 94.9% | 32.2% | ||
| Q4 25 | 43.1% | 31.5% | ||
| Q3 25 | 44.5% | 33.5% | ||
| Q2 25 | 45.3% | 31.6% | ||
| Q1 25 | 45.3% | 29.9% | ||
| Q4 24 | 42.5% | 32.1% | ||
| Q3 24 | 44.3% | 35.2% |
营业利润率IEXROG
| Q2 26 | 43.3% | — | ||
| Q1 26 | 45.0% | — | ||
| Q4 25 | 20.4% | 3.5% | ||
| Q3 25 | 21.1% | 7.3% | ||
| Q2 25 | 21.7% | -33.3% | ||
| Q1 25 | 17.4% | -0.2% | ||
| Q4 24 | 19.2% | -6.6% | ||
| Q3 24 | 21.0% | 6.9% |
净利率IEXROG
| Q2 26 | 30.1% | — | ||
| Q1 26 | 31.5% | 2.2% | ||
| Q4 25 | 14.3% | 2.3% | ||
| Q3 25 | 14.5% | 4.0% | ||
| Q2 25 | 15.2% | -36.3% | ||
| Q1 25 | 11.7% | -0.7% | ||
| Q4 24 | 14.3% | -0.3% | ||
| Q3 24 | 14.9% | 5.1% |
每股收益（稀释后）IEXROG
| Q2 26 | $1.61 | — | ||
| Q1 26 | $1.71 | $0.25 | ||
| Q4 25 | $1.71 | $0.20 | ||
| Q3 25 | $1.70 | $0.48 | ||
| Q2 25 | $1.74 | $-4.00 | ||
| Q1 25 | $1.26 | $-0.08 | ||
| Q4 24 | $1.61 | $-0.04 | ||
| Q3 24 | $1.57 | $0.58 |
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 | $586.2M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $1.2B |
| 总资产 | $6.9B | $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IEXROG
| Q2 26 | $586.2M | — | ||
| Q1 26 | $580.0M | $195.8M | ||
| Q4 25 | $580.0M | $197.0M | ||
| Q3 25 | $593.8M | $167.8M | ||
| Q2 25 | $568.2M | $157.2M | ||
| Q1 25 | $594.1M | $175.6M | ||
| Q4 24 | $620.8M | $159.8M | ||
| Q3 24 | $633.2M | $146.4M |
总债务IEXROG
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.1B | — |
股东权益IEXROG
| Q2 26 | $4.0B | — | ||
| Q1 26 | $4.0B | $1.2B | ||
| Q4 25 | $4.0B | $1.2B | ||
| Q3 25 | $4.0B | $1.2B | ||
| Q2 25 | $4.0B | $1.2B | ||
| Q1 25 | $3.9B | $1.3B | ||
| Q4 24 | $3.8B | $1.3B | ||
| Q3 24 | $3.8B | $1.3B |
总资产IEXROG
| Q2 26 | $6.9B | — | ||
| Q1 26 | $6.9B | $1.4B | ||
| Q4 25 | $6.9B | $1.4B | ||
| Q3 25 | $7.0B | $1.4B | ||
| Q2 25 | $6.9B | $1.5B | ||
| Q1 25 | $6.8B | $1.5B | ||
| Q4 24 | $6.7B | $1.5B | ||
| Q3 24 | $7.0B | $1.5B |
负债/权益比IEXROG
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | — | ||
| Q3 25 | 0.48× | — | ||
| Q2 25 | 0.46× | — | ||
| Q1 25 | 0.50× | — | ||
| Q4 24 | 0.52× | — | ||
| Q3 24 | 0.55× | — |
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 | — | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $86.0M | $1.1M |
| 自由现金流率自由现金流/营收 | 21.6% | 0.5% |
| 资本支出强度资本支出/营收 | 4.4% | 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 | $654.3M | $70.1M |
8季度趋势，按日历期对齐
经营现金流IEXROG
| Q2 26 | — | — | ||
| Q1 26 | — | $5.8M | ||
| Q4 25 | $209.5M | $46.9M | ||
| Q3 25 | $203.5M | $28.9M | ||
| Q2 25 | $161.7M | $13.7M | ||
| Q1 25 | $105.7M | $11.7M | ||
| Q4 24 | $172.6M | $33.7M | ||
| Q3 24 | $205.3M | $42.4M |
自由现金流IEXROG
| Q2 26 | $86.0M | — | ||
| Q1 26 | $189.8M | $1.1M | ||
| Q4 25 | $189.8M | $42.2M | ||
| Q3 25 | $188.7M | $21.2M | ||
| Q2 25 | $146.9M | $5.6M | ||
| Q1 25 | $91.4M | $2.1M | ||
| Q4 24 | $157.1M | $18.3M | ||
| Q3 24 | $191.6M | $25.2M |
自由现金流率IEXROG
| Q2 26 | 21.6% | — | ||
| Q1 26 | 46.6% | 0.5% | ||
| Q4 25 | 21.1% | 20.9% | ||
| Q3 25 | 21.5% | 9.8% | ||
| Q2 25 | 17.0% | 2.8% | ||
| Q1 25 | 11.2% | 1.1% | ||
| Q4 24 | 18.2% | 9.5% | ||
| Q3 24 | 24.0% | 12.0% |
资本支出强度IEXROG
| Q2 26 | 4.4% | — | ||
| Q1 26 | 15.6% | 2.3% | ||
| Q4 25 | 2.2% | 2.3% | ||
| Q3 25 | 1.7% | 3.6% | ||
| Q2 25 | 1.7% | 4.0% | ||
| Q1 25 | 1.8% | 5.0% | ||
| Q4 24 | 1.8% | 8.0% | ||
| Q3 24 | 1.7% | 8.2% |
现金转化率IEXROG
| Q2 26 | — | — | ||
| Q1 26 | — | 1.29× | ||
| Q4 25 | 1.63× | 10.20× | ||
| Q3 25 | 1.59× | 3.36× | ||
| Q2 25 | 1.23× | — | ||
| Q1 25 | 1.11× | — | ||
| Q4 24 | 1.40× | — | ||
| Q3 24 | 1.72× | 3.96× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
