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Inspire Medical Systems, Inc.(INSP)与ROGERS CORP(ROG)财务数据对比。点击上方公司名可切换其他公司
Inspire Medical Systems, Inc.的季度营收约是ROGERS CORP的1.0倍($204.6M vs $200.5M),ROGERS CORP同比增速更快(5.2% vs 1.6%),过去两年Inspire Medical Systems, Inc.的营收复合增速更高(2.2% vs -3.3%)
Inspire Medical Systems是一家专注于阻塞性睡眠呼吸暂停治疗的医疗科技企业,研发、生产并销售植入式神经刺激设备,面向无法耐受持续气道正压通气治疗的患者,核心市场覆盖北美、欧洲及部分亚太地区,服务睡眠医学、耳鼻喉科等临床领域。
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。
INSP vs ROG — 直观对比
营收规模更大
INSP
是对方的1.0倍
$200.5M
营收增速更快
ROG
高出3.6%
1.6%
两年增速更快
INSP
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $204.6M | $200.5M |
| 净利润 | — | $4.5M |
| 毛利率 | 86.5% | 32.2% |
| 营业利润率 | 13.0% | — |
| 净利率 | — | 2.2% |
| 营收同比 | 1.6% | 5.2% |
| 净利润同比 | — | 421.4% |
| 每股收益(稀释后) | $-0.39 | $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
INSP
ROG
| Q1 26 | $204.6M | $200.5M | ||
| Q4 25 | $269.1M | $201.5M | ||
| Q3 25 | $224.5M | $216.0M | ||
| Q2 25 | $217.1M | $202.8M | ||
| Q1 25 | $201.3M | $190.5M | ||
| Q4 24 | $239.7M | $192.2M | ||
| Q3 24 | $203.2M | $210.3M | ||
| Q2 24 | $195.9M | $214.2M |
净利润
INSP
ROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $136.1M | $4.6M | ||
| Q3 25 | $9.9M | $8.6M | ||
| Q2 25 | $-3.6M | $-73.6M | ||
| Q1 25 | $3.0M | $-1.4M | ||
| Q4 24 | $35.2M | $-500.0K | ||
| Q3 24 | $18.5M | $10.7M | ||
| Q2 24 | $9.8M | $8.1M |
毛利率
INSP
ROG
| Q1 26 | 86.5% | 32.2% | ||
| Q4 25 | 86.6% | 31.5% | ||
| Q3 25 | 85.8% | 33.5% | ||
| Q2 25 | 84.0% | 31.6% | ||
| Q1 25 | 84.7% | 29.9% | ||
| Q4 24 | 85.0% | 32.1% | ||
| Q3 24 | 84.1% | 35.2% | ||
| Q2 24 | 84.8% | 34.1% |
营业利润率
INSP
ROG
| Q1 26 | 13.0% | — | ||
| Q4 25 | 17.1% | 3.5% | ||
| Q3 25 | 4.3% | 7.3% | ||
| Q2 25 | -1.5% | -33.3% | ||
| Q1 25 | -0.7% | -0.2% | ||
| Q4 24 | 13.3% | -6.6% | ||
| Q3 24 | 7.0% | 6.9% | ||
| Q2 24 | 2.6% | 5.3% |
净利率
INSP
ROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 50.6% | 2.3% | ||
| Q3 25 | 4.4% | 4.0% | ||
| Q2 25 | -1.7% | -36.3% | ||
| Q1 25 | 1.5% | -0.7% | ||
| Q4 24 | 14.7% | -0.3% | ||
| Q3 24 | 9.1% | 5.1% | ||
| Q2 24 | 5.0% | 3.8% |
每股收益(稀释后)
INSP
ROG
| Q1 26 | $-0.39 | $0.25 | ||
| Q4 25 | $4.57 | $0.20 | ||
| Q3 25 | $0.34 | $0.48 | ||
| Q2 25 | $-0.12 | $-4.00 | ||
| Q1 25 | $0.10 | $-0.08 | ||
| Q4 24 | $1.17 | $-0.04 | ||
| Q3 24 | $0.60 | $0.58 | ||
| Q2 24 | $0.32 | $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 | $98.9M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $792.3M | $1.2B |
| 总资产 | $911.4M | $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
INSP
ROG
| Q1 26 | $98.9M | $195.8M | ||
| Q4 25 | $308.3M | $197.0M | ||
| Q3 25 | $322.6M | $167.8M | ||
| Q2 25 | $300.9M | $157.2M | ||
| Q1 25 | $369.2M | $175.6M | ||
| Q4 24 | $445.5M | $159.8M | ||
| Q3 24 | $411.0M | $146.4M | ||
| Q2 24 | $439.7M | $119.9M |
股东权益
INSP
ROG
| Q1 26 | $792.3M | $1.2B | ||
| Q4 25 | $781.2M | $1.2B | ||
| Q3 25 | $666.5M | $1.2B | ||
| Q2 25 | $677.8M | $1.2B | ||
| Q1 25 | $635.7M | $1.3B | ||
| Q4 24 | $689.7M | $1.3B | ||
| Q3 24 | $696.6M | $1.3B | ||
| Q2 24 | $638.1M | $1.3B |
总资产
INSP
ROG
| Q1 26 | $911.4M | $1.4B | ||
| Q4 25 | $907.3M | $1.4B | ||
| Q3 25 | $807.7M | $1.4B | ||
| Q2 25 | $802.2M | $1.5B | ||
| Q1 25 | $730.8M | $1.5B | ||
| Q4 24 | $808.4M | $1.5B | ||
| Q3 24 | $796.2M | $1.5B | ||
| Q2 24 | $728.4M | $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 | — | $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
INSP
ROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $52.5M | $46.9M | ||
| Q3 25 | $68.5M | $28.9M | ||
| Q2 25 | $2.7M | $13.7M | ||
| Q1 25 | $-6.7M | $11.7M | ||
| Q4 24 | $69.2M | $33.7M | ||
| Q3 24 | $52.3M | $42.4M | ||
| Q2 24 | $-78.0K | $22.9M |
自由现金流
INSP
ROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $41.8M | $42.2M | ||
| Q3 25 | $58.1M | $21.2M | ||
| Q2 25 | $-6.3M | $5.6M | ||
| Q1 25 | $-15.1M | $2.1M | ||
| Q4 24 | $62.2M | $18.3M | ||
| Q3 24 | $44.3M | $25.2M | ||
| Q2 24 | $-12.5M | $8.8M |
自由现金流率
INSP
ROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 15.5% | 20.9% | ||
| Q3 25 | 25.9% | 9.8% | ||
| Q2 25 | -2.9% | 2.8% | ||
| Q1 25 | -7.5% | 1.1% | ||
| Q4 24 | 25.9% | 9.5% | ||
| Q3 24 | 21.8% | 12.0% | ||
| Q2 24 | -6.4% | 4.1% |
资本支出强度
INSP
ROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 4.0% | 2.3% | ||
| Q3 25 | 4.6% | 3.6% | ||
| Q2 25 | 4.1% | 4.0% | ||
| Q1 25 | 4.2% | 5.0% | ||
| Q4 24 | 2.9% | 8.0% | ||
| Q3 24 | 3.9% | 8.2% | ||
| Q2 24 | 6.3% | 6.6% |
现金转化率
INSP
ROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 0.39× | 10.20× | ||
| Q3 25 | 6.90× | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | -2.24× | — | ||
| Q4 24 | 1.96× | — | ||
| Q3 24 | 2.83× | 3.96× | ||
| Q2 24 | -0.01× | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图