vs
骏利亨德森（JBI）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
骏利亨德森的季度营收约是ROGERS CORP的1.1倍（$219.3M vs $200.5M），骏利亨德森净利率更高（6.9% vs 2.2%，领先4.7%），ROGERS CORP同比增速更快（5.2% vs -4.7%），骏利亨德森自由现金流更多（$8.3M vs $1.1M），过去两年ROGERS CORP的营收复合增速更高（-3.3% vs -8.8%）
骏利亨德森是一家英美合资的全球资产管理集团，总部位于英国伦敦市。旗下以骏利亨德森投资者为品牌，面向全球个人投资者、中介顾问及机构投资者提供丰富多样的金融产品。
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。
JBI vs ROG — 直观对比
营收规模更大
JBI
是对方的1.1倍
$200.5M
营收增速更快
ROG
高出9.9%
-4.7%
净利率更高
JBI
高出4.7%
2.2%
自由现金流更多
JBI
多$7.2M
$1.1M
两年增速更快
ROG
近两年复合增速
-8.8%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.3M | $200.5M |
| 净利润 | $15.2M | $4.5M |
| 毛利率 | 39.1% | 32.2% |
| 营业利润率 | 13.4% | — |
| 净利率 | 6.9% | 2.2% |
| 营收同比 | -4.7% | 5.2% |
| 净利润同比 | 28.8% | 421.4% |
| 每股收益（稀释后） | $0.11 | $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JBIROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | — | $201.5M | ||
| Q3 25 | $219.3M | $216.0M | ||
| Q2 25 | $228.1M | $202.8M | ||
| Q1 25 | $210.5M | $190.5M | ||
| Q4 24 | $230.8M | $192.2M | ||
| Q3 24 | $230.1M | $210.3M | ||
| Q2 24 | $248.4M | $214.2M |
净利润JBIROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | — | $4.6M | ||
| Q3 25 | $15.2M | $8.6M | ||
| Q2 25 | $20.7M | $-73.6M | ||
| Q1 25 | $10.8M | $-1.4M | ||
| Q4 24 | $300.0K | $-500.0K | ||
| Q3 24 | $11.8M | $10.7M | ||
| Q2 24 | $27.6M | $8.1M |
毛利率JBIROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | 39.1% | 33.5% | ||
| Q2 25 | 40.9% | 31.6% | ||
| Q1 25 | 38.9% | 29.9% | ||
| Q4 24 | 37.8% | 32.1% | ||
| Q3 24 | 39.6% | 35.2% | ||
| Q2 24 | 43.9% | 34.1% |
营业利润率JBIROG
| Q1 26 | — | — | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | 13.4% | 7.3% | ||
| Q2 25 | 15.8% | -33.3% | ||
| Q1 25 | 12.0% | -0.2% | ||
| Q4 24 | 5.5% | -6.6% | ||
| Q3 24 | 11.6% | 6.9% | ||
| Q2 24 | 20.8% | 5.3% |
净利率JBIROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | 6.9% | 4.0% | ||
| Q2 25 | 9.1% | -36.3% | ||
| Q1 25 | 5.1% | -0.7% | ||
| Q4 24 | 0.1% | -0.3% | ||
| Q3 24 | 5.1% | 5.1% | ||
| Q2 24 | 11.1% | 3.8% |
每股收益（稀释后）JBIROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | — | $0.20 | ||
| Q3 25 | $0.11 | $0.48 | ||
| Q2 25 | $0.15 | $-4.00 | ||
| Q1 25 | $0.08 | $-0.08 | ||
| Q4 24 | $0.01 | $-0.04 | ||
| Q3 24 | $0.08 | $0.58 | ||
| Q2 24 | $0.19 | $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 | — | — |
| 股东权益账面价值 | $560.8M | $1.2B |
| 总资产 | $1.3B | $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JBIROG
| 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 | $102.1M | $146.4M | ||
| Q2 24 | $110.1M | $119.9M |
股东权益JBIROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | $560.8M | $1.2B | ||
| Q2 25 | $543.8M | $1.2B | ||
| Q1 25 | $526.8M | $1.3B | ||
| Q4 24 | $518.8M | $1.3B | ||
| Q3 24 | $526.6M | $1.3B | ||
| Q2 24 | $556.3M | $1.3B |
总资产JBIROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.3B | $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 | $15.0M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $8.3M | $1.1M |
| 自由现金流率自由现金流/营收 | 3.8% | 0.5% |
| 资本支出强度资本支出/营收 | 3.1% | 2.3% |
| 现金转化率经营现金流/净利润 | 0.99× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $140.1M | $70.1M |
8季度趋势，按日历期对齐
经营现金流JBIROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | — | $46.9M | ||
| Q3 25 | $15.0M | $28.9M | ||
| Q2 25 | $51.4M | $13.7M | ||
| Q1 25 | $48.3M | $11.7M | ||
| Q4 24 | $51.4M | $33.7M | ||
| Q3 24 | $43.0M | $42.4M | ||
| Q2 24 | $31.0M | $22.9M |
自由现金流JBIROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | $8.3M | $21.2M | ||
| Q2 25 | $44.6M | $5.6M | ||
| Q1 25 | $41.9M | $2.1M | ||
| Q4 24 | $45.3M | $18.3M | ||
| Q3 24 | $39.3M | $25.2M | ||
| Q2 24 | $25.3M | $8.8M |
自由现金流率JBIROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | 3.8% | 9.8% | ||
| Q2 25 | 19.6% | 2.8% | ||
| Q1 25 | 19.9% | 1.1% | ||
| Q4 24 | 19.6% | 9.5% | ||
| Q3 24 | 17.1% | 12.0% | ||
| Q2 24 | 10.2% | 4.1% |
资本支出强度JBIROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | 3.1% | 3.6% | ||
| Q2 25 | 3.0% | 4.0% | ||
| Q1 25 | 3.0% | 5.0% | ||
| Q4 24 | 2.6% | 8.0% | ||
| Q3 24 | 1.6% | 8.2% | ||
| Q2 24 | 2.3% | 6.6% |
现金转化率JBIROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | 0.99× | 3.36× | ||
| Q2 25 | 2.48× | — | ||
| Q1 25 | 4.47× | — | ||
| Q4 24 | 171.33× | — | ||
| Q3 24 | 3.64× | 3.96× | ||
| Q2 24 | 1.12× | 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
JBI
| Self Storage New Construction | $72.3M | 33% |
| Commercial And Others | $65.5M | 30% |
| Self Storage R3 | $54.0M | 25% |
| Transferred At Point In Time | $15.5M | 7% |
| Transferred Over Time | $12.8M | 6% |
ROG
暂无分部数据
