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LINDSAY CORP(LNN)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LINDSAY CORP的1.3倍($200.5M vs $150.7M),LINDSAY CORP净利率更高(11.0% vs 2.2%,领先8.7%),ROGERS CORP同比增速更快(5.2% vs -6.1%),ROGERS CORP自由现金流更多($1.1M vs $-15.1M),过去两年LINDSAY CORP的营收复合增速更高(1.3% vs -3.3%)
林赛公司总部位于美国内布拉斯加州奥马哈市,原名林赛制造公司,核心产品为旗下Zimmatic品牌中心枢轴灌溉系统,此外还生产农业机械、工程机械,以及公路与铁路基础设施设备。
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。
LNN vs ROG — 直观对比
营收规模更大
ROG
是对方的1.3倍
$150.7M
营收增速更快
ROG
高出11.4%
-6.1%
净利率更高
LNN
高出8.7%
2.2%
自由现金流更多
ROG
多$16.2M
$-15.1M
两年增速更快
LNN
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $150.7M | $200.5M |
| 净利润 | $16.5M | $4.5M |
| 毛利率 | 33.3% | 32.2% |
| 营业利润率 | 13.0% | — |
| 净利率 | 11.0% | 2.2% |
| 营收同比 | -6.1% | 5.2% |
| 净利润同比 | -3.7% | 421.4% |
| 每股收益(稀释后) | $1.54 | $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
LNN
ROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $150.7M | $201.5M | ||
| Q3 25 | $149.0M | $216.0M | ||
| Q2 25 | $165.7M | $202.8M | ||
| Q1 25 | $183.8M | $190.5M | ||
| Q4 24 | $160.5M | $192.2M | ||
| Q3 24 | $149.4M | $210.3M | ||
| Q2 24 | $133.7M | $214.2M |
净利润
LNN
ROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $16.5M | $4.6M | ||
| Q3 25 | $10.8M | $8.6M | ||
| Q2 25 | $19.5M | $-73.6M | ||
| Q1 25 | $26.6M | $-1.4M | ||
| Q4 24 | $17.2M | $-500.0K | ||
| Q3 24 | $12.7M | $10.7M | ||
| Q2 24 | $20.4M | $8.1M |
毛利率
LNN
ROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 33.3% | 31.5% | ||
| Q3 25 | 30.0% | 33.5% | ||
| Q2 25 | 32.4% | 31.6% | ||
| Q1 25 | 34.0% | 29.9% | ||
| Q4 24 | 31.1% | 32.1% | ||
| Q3 24 | 30.6% | 35.2% | ||
| Q2 24 | 34.8% | 34.1% |
营业利润率
LNN
ROG
| Q1 26 | — | — | ||
| Q4 25 | 13.0% | 3.5% | ||
| Q3 25 | 7.6% | 7.3% | ||
| Q2 25 | 14.4% | -33.3% | ||
| Q1 25 | 17.5% | -0.2% | ||
| Q4 24 | 13.0% | -6.6% | ||
| Q3 24 | 9.0% | 6.9% | ||
| Q2 24 | 14.9% | 5.3% |
净利率
LNN
ROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 11.0% | 2.3% | ||
| Q3 25 | 7.3% | 4.0% | ||
| Q2 25 | 11.8% | -36.3% | ||
| Q1 25 | 14.5% | -0.7% | ||
| Q4 24 | 10.7% | -0.3% | ||
| Q3 24 | 8.5% | 5.1% | ||
| Q2 24 | 15.2% | 3.8% |
每股收益(稀释后)
LNN
ROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $1.54 | $0.20 | ||
| Q3 25 | $0.99 | $0.48 | ||
| Q2 25 | $1.78 | $-4.00 | ||
| Q1 25 | $2.44 | $-0.08 | ||
| Q4 24 | $1.57 | $-0.04 | ||
| Q3 24 | $1.16 | $0.58 | ||
| Q2 24 | $1.85 | $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 | $199.6M | $195.8M |
| 总债务越低越好 | $115.2M | — |
| 股东权益账面价值 | $518.2M | $1.2B |
| 总资产 | $828.4M | $1.4B |
| 负债/权益比越低杠杆越低 | 0.22× | — |
8季度趋势,按日历期对齐
现金及短期投资
LNN
ROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $199.6M | $197.0M | ||
| Q3 25 | $250.6M | $167.8M | ||
| Q2 25 | $210.8M | $157.2M | ||
| Q1 25 | $186.7M | $175.6M | ||
| Q4 24 | $194.1M | $159.8M | ||
| Q3 24 | $190.9M | $146.4M | ||
| Q2 24 | $152.7M | $119.9M |
总债务
LNN
ROG
| Q1 26 | — | — | ||
| Q4 25 | $115.2M | — | ||
| Q3 25 | $115.3M | — | ||
| Q2 25 | $115.3M | — | ||
| Q1 25 | $115.4M | — | ||
| Q4 24 | $115.4M | — | ||
| Q3 24 | $115.5M | — | ||
| Q2 24 | $115.5M | — |
股东权益
LNN
ROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $518.2M | $1.2B | ||
| Q3 25 | $532.9M | $1.2B | ||
| Q2 25 | $528.8M | $1.2B | ||
| Q1 25 | $516.4M | $1.3B | ||
| Q4 24 | $488.5M | $1.3B | ||
| Q3 24 | $480.9M | $1.3B | ||
| Q2 24 | $480.0M | $1.3B |
总资产
LNN
ROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $828.4M | $1.4B | ||
| Q3 25 | $840.8M | $1.4B | ||
| Q2 25 | $840.9M | $1.5B | ||
| Q1 25 | $814.2M | $1.5B | ||
| Q4 24 | $771.0M | $1.5B | ||
| Q3 24 | $760.2M | $1.5B | ||
| Q2 24 | $758.1M | $1.5B |
负债/权益比
LNN
ROG
| Q1 26 | — | — | ||
| Q4 25 | 0.22× | — | ||
| Q3 25 | 0.22× | — | ||
| Q2 25 | 0.22× | — | ||
| Q1 25 | 0.22× | — | ||
| Q4 24 | 0.24× | — | ||
| Q3 24 | 0.24× | — | ||
| Q2 24 | 0.24× | — |
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 | $-597.0K | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-15.1M | $1.1M |
| 自由现金流率自由现金流/营收 | -10.0% | 0.5% |
| 资本支出强度资本支出/营收 | 9.6% | 2.3% |
| 现金转化率经营现金流/净利润 | -0.04× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $62.9M | $70.1M |
8季度趋势,按日历期对齐
经营现金流
LNN
ROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-597.0K | $46.9M | ||
| Q3 25 | $64.0M | $28.9M | ||
| Q2 25 | $35.0M | $13.7M | ||
| Q1 25 | $12.3M | $11.7M | ||
| Q4 24 | $21.6M | $33.7M | ||
| Q3 24 | $53.1M | $42.4M | ||
| Q2 24 | $30.5M | $22.9M |
自由现金流
LNN
ROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-15.1M | $42.2M | ||
| Q3 25 | $49.8M | $21.2M | ||
| Q2 25 | $25.7M | $5.6M | ||
| Q1 25 | $2.5M | $2.1M | ||
| Q4 24 | $12.5M | $18.3M | ||
| Q3 24 | $47.7M | $25.2M | ||
| Q2 24 | $25.8M | $8.8M |
自由现金流率
LNN
ROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | -10.0% | 20.9% | ||
| Q3 25 | 33.4% | 9.8% | ||
| Q2 25 | 15.5% | 2.8% | ||
| Q1 25 | 1.4% | 1.1% | ||
| Q4 24 | 7.8% | 9.5% | ||
| Q3 24 | 31.9% | 12.0% | ||
| Q2 24 | 19.3% | 4.1% |
资本支出强度
LNN
ROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 9.6% | 2.3% | ||
| Q3 25 | 9.6% | 3.6% | ||
| Q2 25 | 5.6% | 4.0% | ||
| Q1 25 | 5.3% | 5.0% | ||
| Q4 24 | 5.7% | 8.0% | ||
| Q3 24 | 3.6% | 8.2% | ||
| Q2 24 | 3.6% | 6.6% |
现金转化率
LNN
ROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | -0.04× | 10.20× | ||
| Q3 25 | 5.92× | 3.36× | ||
| Q2 25 | 1.79× | — | ||
| Q1 25 | 0.46× | — | ||
| Q4 24 | 1.26× | — | ||
| Q3 24 | 4.17× | 3.96× | ||
| Q2 24 | 1.50× | 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
LNN
| Transferred At Point In Time | $133.2M | 88% |
| Infrastructure | $13.4M | 9% |
| Transferred Over Time | $8.0M | 5% |
ROG
暂无分部数据