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JBG SMITH Properties（JBGS）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
ROGERS CORP的季度营收约是JBG SMITH Properties的1.6倍（$200.5M vs $127.6M），ROGERS CORP净利率更高（2.2% vs -35.7%，领先37.9%），ROGERS CORP同比增速更快（5.2% vs -2.5%），过去两年ROGERS CORP的营收复合增速更高（-3.3% vs -6.3%）
JBG SMITH Properties是一家总部位于马里兰州贝塞斯达的上市房地产投资信托公司，专注于持有并运营房地产资产，是美国商业地产领域的专业运营机构，面向市场提供多元化的不动产投资与管理服务。
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。
JBGS vs ROG — 直观对比
营收规模更大
ROG
是对方的1.6倍
$127.6M
营收增速更快
ROG
高出7.7%
-2.5%
净利率更高
ROG
高出37.9%
-35.7%
两年增速更快
ROG
近两年复合增速
-6.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $127.6M | $200.5M |
| 净利润 | $-45.5M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | -47.5% | — |
| 净利率 | -35.7% | 2.2% |
| 营收同比 | -2.5% | 5.2% |
| 净利润同比 | 24.0% | 421.4% |
| 每股收益（稀释后） | $-0.76 | $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JBGSROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $127.6M | $201.5M | ||
| Q3 25 | $123.9M | $216.0M | ||
| Q2 25 | $126.5M | $202.8M | ||
| Q1 25 | $120.7M | $190.5M | ||
| Q4 24 | $130.8M | $192.2M | ||
| Q3 24 | $136.0M | $210.3M | ||
| Q2 24 | $135.3M | $214.2M |
净利润JBGSROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-45.5M | $4.6M | ||
| Q3 25 | $-28.6M | $8.6M | ||
| Q2 25 | $-19.2M | $-73.6M | ||
| Q1 25 | $-45.7M | $-1.4M | ||
| Q4 24 | $-59.9M | $-500.0K | ||
| Q3 24 | $-27.0M | $10.7M | ||
| Q2 24 | $-24.4M | $8.1M |
毛利率JBGSROG
| 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JBGSROG
| Q1 26 | — | — | ||
| Q4 25 | -47.5% | 3.5% | ||
| Q3 25 | -27.5% | 7.3% | ||
| Q2 25 | -18.4% | -33.3% | ||
| Q1 25 | -44.7% | -0.2% | ||
| Q4 24 | -53.6% | -6.6% | ||
| Q3 24 | -22.4% | 6.9% | ||
| Q2 24 | -24.3% | 5.3% |
净利率JBGSROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -35.7% | 2.3% | ||
| Q3 25 | -23.1% | 4.0% | ||
| Q2 25 | -15.2% | -36.3% | ||
| Q1 25 | -37.9% | -0.7% | ||
| Q4 24 | -45.8% | -0.3% | ||
| Q3 24 | -19.8% | 5.1% | ||
| Q2 24 | -18.0% | 3.8% |
每股收益（稀释后）JBGSROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.76 | $0.20 | ||
| Q3 25 | $-0.48 | $0.48 | ||
| Q2 25 | $-0.29 | $-4.00 | ||
| Q1 25 | $-0.56 | $-0.08 | ||
| Q4 24 | $-0.70 | $-0.04 | ||
| Q3 24 | $-0.32 | $0.58 | ||
| Q2 24 | $-0.27 | $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 | $75.3M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.2B | $1.2B |
| 总资产 | $4.4B | $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JBGSROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $75.3M | $197.0M | ||
| Q3 25 | $64.4M | $167.8M | ||
| Q2 25 | $61.4M | $157.2M | ||
| Q1 25 | $81.3M | $175.6M | ||
| Q4 24 | $145.8M | $159.8M | ||
| Q3 24 | $137.0M | $146.4M | ||
| Q2 24 | $163.5M | $119.9M |
股东权益JBGSROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.2B | $1.2B | ||
| Q3 25 | $1.2B | $1.2B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.6B | $1.3B | ||
| Q4 24 | $1.8B | $1.3B | ||
| Q3 24 | $1.9B | $1.3B | ||
| Q2 24 | $2.0B | $1.3B |
总资产JBGSROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $4.4B | $1.4B | ||
| Q3 25 | $4.4B | $1.4B | ||
| Q2 25 | $4.5B | $1.5B | ||
| Q1 25 | $4.7B | $1.5B | ||
| Q4 24 | $5.0B | $1.5B | ||
| Q3 24 | $5.2B | $1.5B | ||
| Q2 24 | $5.3B | $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 | $73.3M | $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JBGSROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $73.3M | $46.9M | ||
| Q3 25 | $8.9M | $28.9M | ||
| Q2 25 | $18.8M | $13.7M | ||
| Q1 25 | $12.9M | $11.7M | ||
| Q4 24 | $129.4M | $33.7M | ||
| Q3 24 | $26.4M | $42.4M | ||
| Q2 24 | $23.8M | $22.9M |
自由现金流JBGSROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | — | $21.2M | ||
| Q2 25 | — | $5.6M | ||
| Q1 25 | — | $2.1M | ||
| Q4 24 | — | $18.3M | ||
| Q3 24 | — | $25.2M | ||
| Q2 24 | — | $8.8M |
自由现金流率JBGSROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | — | 4.1% |
资本支出强度JBGSROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | — | 6.6% |
现金转化率JBGSROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
