vs
null（JACK）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
null的季度营收约是ROGERS CORP的1.7倍（$349.5M vs $200.5M），ROGERS CORP净利率更高（2.2% vs -0.7%，领先2.9%），ROGERS CORP同比增速更快（5.2% vs -25.5%），null自由现金流更多（$7.3M vs $1.1M），过去两年ROGERS CORP的营收复合增速更高（-3.3% vs -18.6%）
杰克盒子是源自美国的连锁快餐品牌，1951年由罗伯特·O·彼得森在加利福尼亚州圣迭戈创立，总部也设于此。品牌目前拥有超过2200家门店，业务主要覆盖美国西海岸，在西海岸以外的多个大都市区域以及关岛也设有门店。2017年12月前该公司曾运营Qdoba墨西哥烧烤连锁品牌，后该品牌被阿波罗全球管理收购。
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。
JACK vs ROG — 直观对比
营收规模更大
JACK
是对方的1.7倍
$200.5M
营收增速更快
ROG
高出30.8%
-25.5%
净利率更高
ROG
高出2.9%
-0.7%
自由现金流更多
JACK
多$6.2M
$1.1M
两年增速更快
ROG
近两年复合增速
-18.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $349.5M | $200.5M |
| 净利润 | $-2.5M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | 13.3% | — |
| 净利率 | -0.7% | 2.2% |
| 营收同比 | -25.5% | 5.2% |
| 净利润同比 | -107.3% | 421.4% |
| 每股收益（稀释后） | $-0.13 | $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JACKROG
| Q1 26 | $349.5M | $200.5M | ||
| Q4 25 | — | $201.5M | ||
| Q3 25 | — | $216.0M | ||
| Q2 25 | $336.7M | $202.8M | ||
| Q1 25 | $371.1M | $190.5M | ||
| Q4 24 | — | $192.2M | ||
| Q3 24 | — | $210.3M | ||
| Q2 24 | $365.3M | $214.2M |
净利润JACKROG
| Q1 26 | $-2.5M | $4.5M | ||
| Q4 25 | — | $4.6M | ||
| Q3 25 | — | $8.6M | ||
| Q2 25 | $-142.2M | $-73.6M | ||
| Q1 25 | $33.7M | $-1.4M | ||
| Q4 24 | — | $-500.0K | ||
| Q3 24 | — | $10.7M | ||
| Q2 24 | $25.0M | $8.1M |
毛利率JACKROG
| 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JACKROG
| Q1 26 | 13.3% | — | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | — | 7.3% | ||
| Q2 25 | -46.7% | -33.3% | ||
| Q1 25 | 19.0% | -0.2% | ||
| Q4 24 | — | -6.6% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | 14.8% | 5.3% |
净利率JACKROG
| Q1 26 | -0.7% | 2.2% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 4.0% | ||
| Q2 25 | -42.2% | -36.3% | ||
| Q1 25 | 9.1% | -0.7% | ||
| Q4 24 | — | -0.3% | ||
| Q3 24 | — | 5.1% | ||
| Q2 24 | 6.8% | 3.8% |
每股收益（稀释后）JACKROG
| Q1 26 | $-0.13 | $0.25 | ||
| Q4 25 | — | $0.20 | ||
| Q3 25 | — | $0.48 | ||
| Q2 25 | $-7.47 | $-4.00 | ||
| Q1 25 | $1.75 | $-0.08 | ||
| Q4 24 | — | $-0.04 | ||
| Q3 24 | — | $0.58 | ||
| Q2 24 | $1.26 | $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 | — | $195.8M |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $-936.0M | $1.2B |
| 总资产 | $2.0B | $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JACKROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | — | $197.0M | ||
| Q3 25 | — | $167.8M | ||
| Q2 25 | — | $157.2M | ||
| Q1 25 | — | $175.6M | ||
| Q4 24 | — | $159.8M | ||
| Q3 24 | — | $146.4M | ||
| Q2 24 | — | $119.9M |
总债务JACKROG
| Q1 26 | $1.6B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.7B | — |
股东权益JACKROG
| Q1 26 | $-936.0M | $1.2B | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $-976.2M | $1.2B | ||
| Q1 25 | $-827.1M | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | $-702.6M | $1.3B |
总资产JACKROG
| Q1 26 | $2.0B | $1.4B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $2.6B | $1.5B | ||
| Q1 25 | $2.8B | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | $2.9B | $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 | $30.5M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $7.3M | $1.1M |
| 自由现金流率自由现金流/营收 | 2.1% | 0.5% |
| 资本支出强度资本支出/营收 | 6.6% | 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 | $34.8M | $70.1M |
8季度趋势，按日历期对齐
经营现金流JACKROG
| Q1 26 | $30.5M | $5.8M | ||
| Q4 25 | — | $46.9M | ||
| Q3 25 | — | $28.9M | ||
| Q2 25 | $-36.8M | $13.7M | ||
| Q1 25 | $105.7M | $11.7M | ||
| Q4 24 | — | $33.7M | ||
| Q3 24 | — | $42.4M | ||
| Q2 24 | $16.7M | $22.9M |
自由现金流JACKROG
| Q1 26 | $7.3M | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | — | $21.2M | ||
| Q2 25 | $-63.2M | $5.6M | ||
| Q1 25 | $84.4M | $2.1M | ||
| Q4 24 | — | $18.3M | ||
| Q3 24 | — | $25.2M | ||
| Q2 24 | $6.4M | $8.8M |
自由现金流率JACKROG
| Q1 26 | 2.1% | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | -18.8% | 2.8% | ||
| Q1 25 | 22.7% | 1.1% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | 1.8% | 4.1% |
资本支出强度JACKROG
| Q1 26 | 6.6% | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | 7.9% | 4.0% | ||
| Q1 25 | 5.7% | 5.0% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | 2.8% | 6.6% |
现金转化率JACKROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.14× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | 0.67× | 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
JACK
| Restaurant Sales | $131.9M | 38% |
| Franchise | $97.4M | 28% |
| Royaltyand Other | $58.9M | 17% |
| Advertising | $56.6M | 16% |
| Technology Service | $4.7M | 1% |
| Franchise Fees | $1.7M | 0% |
ROG
暂无分部数据
