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罗技(LOGI)与Rocket Companies, Inc.(RKT)财务数据对比。点击上方公司名可切换其他公司
Rocket Companies, Inc.的季度营收约是罗技的1.9倍($2.7B vs $1.4B),罗技净利率更高(17.7% vs 2.5%,领先15.1%),Rocket Companies, Inc.同比增速更快(52.2% vs 6.1%),罗技自由现金流更多($465.6M vs $-1.3B),过去两年Rocket Companies, Inc.的营收复合增速更高(39.5% vs 18.5%)
罗技国际是总部位于瑞士洛桑的跨国企业,专注于计算机外设及相关软件的研发与生产,在欧洲、亚洲、大洋洲、美洲均设有分支机构,为瑞士市场指数成分股,同时在纳斯达克交易所挂牌上市。
Rocket Companies, Inc.是美国金融科技及住房服务企业,由丹·吉尔伯特创立,总部位于密歇根州底特律市中心。公司依托旗舰子公司Rocket Mortgage跻身美国最大抵押贷款提供商行列,旗下还拥有Redfin、Forsalebyowner.com、Rocket Money等子品牌。
LOGI vs RKT — 直观对比
营收规模更大
RKT
是对方的1.9倍
$1.4B
营收增速更快
RKT
高出46.1%
6.1%
净利率更高
LOGI
高出15.1%
2.5%
自由现金流更多
LOGI
多$1.7B
$-1.3B
两年增速更快
RKT
近两年复合增速
18.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $2.7B |
| 净利润 | $251.0M | $68.0M |
| 毛利率 | 43.2% | — |
| 营业利润率 | 20.1% | 6.3% |
| 净利率 | 17.7% | 2.5% |
| 营收同比 | 6.1% | 52.2% |
| 净利润同比 | 25.4% | 100.8% |
| 每股收益(稀释后) | $1.69 | $0.10 |
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
LOGI
RKT
| Q4 25 | $1.4B | $2.7B | ||
| Q3 25 | $1.2B | $1.6B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.0B | $1.0B | ||
| Q4 24 | $1.3B | $1.8B | ||
| Q3 24 | $1.1B | $646.9M | ||
| Q2 24 | $1.1B | $1.3B | ||
| Q1 24 | $1.0B | $1.4B |
净利润
LOGI
RKT
| Q4 25 | $251.0M | $68.0M | ||
| Q3 25 | $170.7M | $-123.9M | ||
| Q2 25 | $146.0M | $-1.8M | ||
| Q1 25 | $144.1M | $-10.4M | ||
| Q4 24 | $200.1M | $33.9M | ||
| Q3 24 | $145.5M | $-22.0M | ||
| Q2 24 | $141.8M | $1.3M | ||
| Q1 24 | $167.6M | $16.2M |
毛利率
LOGI
RKT
| Q4 25 | 43.2% | — | ||
| Q3 25 | 43.4% | — | ||
| Q2 25 | 41.7% | — | ||
| Q1 25 | 43.1% | — | ||
| Q4 24 | 42.9% | 58.9% | ||
| Q3 24 | 43.6% | -8.4% | ||
| Q2 24 | 42.8% | 47.4% | ||
| Q1 24 | 43.2% | 51.2% |
营业利润率
LOGI
RKT
| Q4 25 | 20.1% | 6.3% | ||
| Q3 25 | 16.1% | -11.5% | ||
| Q2 25 | 14.1% | 1.8% | ||
| Q1 25 | 10.5% | -21.5% | ||
| Q4 24 | 17.5% | 38.1% | ||
| Q3 24 | 14.4% | -76.9% | ||
| Q2 24 | 14.1% | 14.8% | ||
| Q1 24 | 12.9% | 21.6% |
净利率
LOGI
RKT
| Q4 25 | 17.7% | 2.5% | ||
| Q3 25 | 14.4% | -7.7% | ||
| Q2 25 | 12.7% | -0.1% | ||
| Q1 25 | 14.3% | -1.0% | ||
| Q4 24 | 14.9% | 1.9% | ||
| Q3 24 | 13.0% | -3.4% | ||
| Q2 24 | 13.0% | 0.1% | ||
| Q1 24 | 16.6% | 1.2% |
每股收益(稀释后)
LOGI
RKT
| Q4 25 | $1.69 | $0.10 | ||
| Q3 25 | $1.15 | $-0.06 | ||
| Q2 25 | $0.98 | $-0.01 | ||
| Q1 25 | $0.94 | $-0.08 | ||
| Q4 24 | $1.32 | $0.28 | ||
| Q3 24 | $0.95 | $-0.19 | ||
| Q2 24 | $0.92 | $0.01 | ||
| Q1 24 | $1.07 | $0.11 |
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 | $1.8B | $2.7B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.3B | $22.9B |
| 总资产 | $4.1B | $60.7B |
| 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
LOGI
RKT
| Q4 25 | $1.8B | $2.7B | ||
| Q3 25 | $1.4B | $5.8B | ||
| Q2 25 | $1.5B | $5.1B | ||
| Q1 25 | $1.5B | $1.4B | ||
| Q4 24 | $1.5B | $1.3B | ||
| Q3 24 | $1.4B | $1.2B | ||
| Q2 24 | $1.5B | $1.3B | ||
| Q1 24 | $1.5B | $861.4M |
股东权益
LOGI
RKT
| Q4 25 | $2.3B | $22.9B | ||
| Q3 25 | $2.1B | $8.9B | ||
| Q2 25 | $2.2B | $7.4B | ||
| Q1 25 | $2.1B | $8.6B | ||
| Q4 24 | $2.1B | $9.0B | ||
| Q3 24 | $2.1B | $8.4B | ||
| Q2 24 | $2.2B | $8.8B | ||
| Q1 24 | $2.2B | $8.6B |
总资产
LOGI
RKT
| Q4 25 | $4.1B | $60.7B | ||
| Q3 25 | $3.7B | $33.6B | ||
| Q2 25 | $3.7B | $30.4B | ||
| Q1 25 | $3.5B | $25.3B | ||
| Q4 24 | $3.7B | $24.5B | ||
| Q3 24 | $3.6B | $25.1B | ||
| Q2 24 | $3.7B | $23.6B | ||
| Q1 24 | $3.6B | $22.2B |
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 | $480.5M | $-1.2B |
| 自由现金流经营现金流 - 资本支出 | $465.6M | $-1.3B |
| 自由现金流率自由现金流/营收 | 32.8% | -47.2% |
| 资本支出强度资本支出/营收 | 1.0% | 1.5% |
| 现金转化率经营现金流/净利润 | 1.91× | -18.08× |
| 过去12个月自由现金流最近4个季度 | $903.6M | $-4.0B |
8季度趋势,按日历期对齐
经营现金流
LOGI
RKT
| Q4 25 | $480.5M | $-1.2B | ||
| Q3 25 | $228.8M | $-50.3M | ||
| Q2 25 | $125.0M | $-1.9B | ||
| Q1 25 | $129.7M | $-797.0M | ||
| Q4 24 | $370.9M | $1.8B | ||
| Q3 24 | $166.0M | $-1.3B | ||
| Q2 24 | $176.0M | $-122.3M | ||
| Q1 24 | $239.1M | $-3.0B |
自由现金流
LOGI
RKT
| Q4 25 | $465.6M | $-1.3B | ||
| Q3 25 | $212.3M | $-71.8M | ||
| Q2 25 | $108.8M | $-1.9B | ||
| Q1 25 | $116.9M | $-811.0M | ||
| Q4 24 | $356.6M | $1.8B | ||
| Q3 24 | $151.5M | $-1.4B | ||
| Q2 24 | $161.4M | $-138.3M | ||
| Q1 24 | $228.8M | $-3.0B |
自由现金流率
LOGI
RKT
| Q4 25 | 32.8% | -47.2% | ||
| Q3 25 | 17.9% | -4.5% | ||
| Q2 25 | 9.5% | -137.2% | ||
| Q1 25 | 11.6% | -78.2% | ||
| Q4 24 | 26.6% | 103.1% | ||
| Q3 24 | 13.6% | -209.6% | ||
| Q2 24 | 14.8% | -10.6% | ||
| Q1 24 | 22.6% | -218.7% |
资本支出强度
LOGI
RKT
| Q4 25 | 1.0% | 1.5% | ||
| Q3 25 | 1.4% | 1.3% | ||
| Q2 25 | 1.4% | 1.1% | ||
| Q1 25 | 1.3% | 1.4% | ||
| Q4 24 | 1.1% | 1.1% | ||
| Q3 24 | 1.3% | 2.9% | ||
| Q2 24 | 1.3% | 1.2% | ||
| Q1 24 | 1.0% | 1.0% |
现金转化率
LOGI
RKT
| Q4 25 | 1.91× | -18.08× | ||
| Q3 25 | 1.34× | — | ||
| Q2 25 | 0.86× | — | ||
| Q1 25 | 0.90× | — | ||
| Q4 24 | 1.85× | 54.42× | ||
| Q3 24 | 1.14× | — | ||
| Q2 24 | 1.24× | -94.46× | ||
| Q1 24 | 1.43× | -185.80× |
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
LOGI
| Retail Gaming | $482.7M | 34% |
| Retail Keyboards Desktops | $254.6M | 18% |
| Retail Pointing Devices | $241.2M | 17% |
| Retail Video Collaboration | $193.3M | 14% |
| Retail Tablet And Other Accessories | $93.6M | 7% |
| Retail Webcams | $82.3M | 6% |
| Retail Headsets | $45.9M | 3% |
| Other Retail Products | $28.0M | 2% |
RKT
| Other | $1.4B | 51% |
| Direct To Customer Segment | $945.8M | 35% |
| Partner Network Segment | $216.7M | 8% |
| Subscription Revenue | $91.3M | 3% |
| Closing Fees | $47.1M | 2% |
| Appraisal Revenue | $10.7M | 0% |