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IMMERSION CORP（IMMR）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
IMMERSION CORP的季度营收约是ROGERS CORP的1.9倍（$372.9M vs $200.5M），ROGERS CORP净利率更高（2.2% vs -4.6%，领先6.8%），IMMERSION CORP同比增速更快（750.4% vs 5.2%），过去两年IMMERSION CORP的营收复合增速更高（537.9% vs -3.3%）
Immersion Corporation总部位于佛罗里达州阿文图拉，主要研发并授权触觉反馈技术（即触感技术）。公司由路易斯·罗森伯格于1993年创立，目前由律师弗朗西斯·何塞掌管，他同时担任首席执行官与总法律顾问一职。
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。
IMMR vs ROG — 直观对比
营收规模更大
IMMR
是对方的1.9倍
$200.5M
营收增速更快
IMMR
高出745.2%
5.2%
净利率更高
ROG
高出6.8%
-4.6%
两年增速更快
IMMR
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $372.9M | $200.5M |
| 净利润 | $-17.0M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | -2.8% | — |
| 净利率 | -4.6% | 2.2% |
| 营收同比 | 750.4% | 5.2% |
| 净利润同比 | -191.3% | 421.4% |
| 每股收益（稀释后） | $-0.57 | $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IMMRROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | — | $201.5M | ||
| Q3 25 | — | $216.0M | ||
| Q2 25 | $372.9M | $202.8M | ||
| Q1 25 | $471.3M | $190.5M | ||
| Q4 24 | $616.2M | $192.2M | ||
| Q3 24 | — | $210.3M | ||
| Q2 24 | $95.5M | $214.2M |
净利润IMMRROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | — | $4.6M | ||
| Q3 25 | — | $8.6M | ||
| Q2 25 | $-17.0M | $-73.6M | ||
| Q1 25 | $24.1M | $-1.4M | ||
| Q4 24 | $30.8M | $-500.0K | ||
| Q3 24 | — | $10.7M | ||
| Q2 24 | $26.4M | $8.1M |
毛利率IMMRROG
| 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IMMRROG
| Q1 26 | — | — | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | — | 7.3% | ||
| Q2 25 | -2.8% | -33.3% | ||
| Q1 25 | 7.5% | -0.2% | ||
| Q4 24 | 11.4% | -6.6% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | 23.7% | 5.3% |
净利率IMMRROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 4.0% | ||
| Q2 25 | -4.6% | -36.3% | ||
| Q1 25 | 5.1% | -0.7% | ||
| Q4 24 | 5.0% | -0.3% | ||
| Q3 24 | — | 5.1% | ||
| Q2 24 | 27.7% | 3.8% |
每股收益（稀释后）IMMRROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | — | $0.20 | ||
| Q3 25 | — | $0.48 | ||
| Q2 25 | $-0.57 | $-4.00 | ||
| Q1 25 | $0.73 | $-0.08 | ||
| Q4 24 | $0.93 | $-0.04 | ||
| Q3 24 | — | $0.58 | ||
| Q2 24 | $0.81 | $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 | $161.4M | $195.8M |
| 总债务越低越好 | $103.1M | — |
| 股东权益账面价值 | $298.1M | $1.2B |
| 总资产 | $1.1B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.35× | — |
8季度趋势，按日历期对齐
现金及短期投资IMMRROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | — | $197.0M | ||
| Q3 25 | — | $167.8M | ||
| Q2 25 | $161.4M | $157.2M | ||
| Q1 25 | $153.9M | $175.6M | ||
| Q4 24 | $159.3M | $159.8M | ||
| Q3 24 | — | $146.4M | ||
| Q2 24 | $133.4M | $119.9M |
总债务IMMRROG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $103.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益IMMRROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $298.1M | $1.2B | ||
| Q1 25 | $317.9M | $1.3B | ||
| Q4 24 | $305.5M | $1.3B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | $273.4M | $1.3B |
总资产IMMRROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $1.1B | $1.5B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | $1.2B | $1.5B |
负债/权益比IMMRROG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.35× | — | ||
| 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 | — | $5.8M |
| 自由现金流经营现金流 - 资本支出 | — | $1.1M |
| 自由现金流率自由现金流/营收 | — | 0.5% |
| 资本支出强度资本支出/营收 | — | 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 | — | $70.1M |
8季度趋势，按日历期对齐
经营现金流IMMRROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | — | $46.9M | ||
| Q3 25 | — | $28.9M | ||
| Q2 25 | — | $13.7M | ||
| Q1 25 | $-43.7M | $11.7M | ||
| Q4 24 | — | $33.7M | ||
| Q3 24 | — | $42.4M | ||
| Q2 24 | $-85.9M | $22.9M |
自由现金流IMMRROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | — | $21.2M | ||
| Q2 25 | — | $5.6M | ||
| Q1 25 | $-46.2M | $2.1M | ||
| Q4 24 | — | $18.3M | ||
| Q3 24 | — | $25.2M | ||
| Q2 24 | — | $8.8M |
自由现金流率IMMRROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | -9.8% | 1.1% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | — | 4.1% |
资本支出强度IMMRROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | 0.5% | 5.0% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | — | 6.6% |
现金转化率IMMRROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | -1.82× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | -3.25× | 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
IMMR
| Course Material Sale | $150.9M | 40% |
| General Merchandise Sale | $138.0M | 37% |
| Rental Services | $51.8M | 14% |
| Services And Other Revenue | $25.6M | 7% |
| Per Unit Royalties | $1.8M | 0% |
ROG
暂无分部数据
