vs
LESAKA TECHNOLOGIES INC(LSAK)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LESAKA TECHNOLOGIES INC的1.1倍($200.5M vs $178.7M),ROGERS CORP净利率更高(2.2% vs 2.0%,领先0.2%),ROGERS CORP同比增速更快(5.2% vs 1.4%),ROGERS CORP自由现金流更多($1.1M vs $-14.8M),过去两年LESAKA TECHNOLOGIES INC的营收复合增速更高(13.7% vs -3.3%)
莱萨卡科技是一家总部位于南非的金融科技公司,目前同时在纳斯达克交易所与约翰内斯堡证券交易所挂牌上市。公司核心业务聚焦于金融普惠,面向此前金融服务覆盖不足的社区与商户提供各类金融服务。
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。
LSAK vs ROG — 直观对比
营收规模更大
ROG
是对方的1.1倍
$178.7M
营收增速更快
ROG
高出3.8%
1.4%
净利率更高
ROG
高出0.2%
2.0%
自由现金流更多
ROG
多$15.9M
$-14.8M
两年增速更快
LSAK
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $178.7M | $200.5M |
| 净利润 | $3.6M | $4.5M |
| 毛利率 | 31.4% | 32.2% |
| 营业利润率 | 1.2% | — |
| 净利率 | 2.0% | 2.2% |
| 营收同比 | 1.4% | 5.2% |
| 净利润同比 | 111.2% | 421.4% |
| 每股收益(稀释后) | $0.04 | $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
LSAK
ROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $178.7M | $201.5M | ||
| Q3 25 | $171.4M | $216.0M | ||
| Q2 25 | $168.5M | $202.8M | ||
| Q1 25 | $161.4M | $190.5M | ||
| Q4 24 | $176.2M | $192.2M | ||
| Q3 24 | $153.6M | $210.3M | ||
| Q2 24 | $146.0M | $214.2M |
净利润
LSAK
ROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $3.6M | $4.6M | ||
| Q3 25 | $-4.3M | $8.6M | ||
| Q2 25 | $-28.4M | $-73.6M | ||
| Q1 25 | $-22.1M | $-1.4M | ||
| Q4 24 | $-32.5M | $-500.0K | ||
| Q3 24 | $-4.5M | $10.7M | ||
| Q2 24 | $-5.0M | $8.1M |
毛利率
LSAK
ROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 31.4% | 31.5% | ||
| Q3 25 | 30.9% | 33.5% | ||
| Q2 25 | 28.9% | 31.6% | ||
| Q1 25 | 27.5% | 29.9% | ||
| Q4 24 | 25.7% | 32.1% | ||
| Q3 24 | 22.6% | 35.2% | ||
| Q2 24 | 22.6% | 34.1% |
营业利润率
LSAK
ROG
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 3.5% | ||
| Q3 25 | 0.2% | 7.3% | ||
| Q2 25 | -16.7% | -33.3% | ||
| Q1 25 | 0.4% | -0.2% | ||
| Q4 24 | 0.3% | -6.6% | ||
| Q3 24 | -0.0% | 6.9% | ||
| Q2 24 | 0.2% | 5.3% |
净利率
LSAK
ROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 2.0% | 2.3% | ||
| Q3 25 | -2.5% | 4.0% | ||
| Q2 25 | -16.9% | -36.3% | ||
| Q1 25 | -13.7% | -0.7% | ||
| Q4 24 | -18.4% | -0.3% | ||
| Q3 24 | -3.0% | 5.1% | ||
| Q2 24 | -3.4% | 3.8% |
每股收益(稀释后)
LSAK
ROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.04 | $0.20 | ||
| Q3 25 | $-0.05 | $0.48 | ||
| Q2 25 | $-0.40 | $-4.00 | ||
| Q1 25 | $-0.27 | $-0.08 | ||
| Q4 24 | $-0.40 | $-0.04 | ||
| Q3 24 | $-0.07 | $0.58 | ||
| Q2 24 | $-0.08 | $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 | $69.5M | $195.8M |
| 总债务越低越好 | $216.8M | — |
| 股东权益账面价值 | $180.6M | $1.2B |
| 总资产 | $704.6M | $1.4B |
| 负债/权益比越低杠杆越低 | 1.20× | — |
8季度趋势,按日历期对齐
现金及短期投资
LSAK
ROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $69.5M | $197.0M | ||
| Q3 25 | $72.2M | $167.8M | ||
| Q2 25 | $76.5M | $157.2M | ||
| Q1 25 | $71.0M | $175.6M | ||
| Q4 24 | $60.6M | $159.8M | ||
| Q3 24 | $49.7M | $146.4M | ||
| Q2 24 | $59.1M | $119.9M |
总债务
LSAK
ROG
| Q1 26 | — | — | ||
| Q4 25 | $216.8M | — | ||
| Q3 25 | $208.1M | — | ||
| Q2 25 | $200.8M | — | ||
| Q1 25 | $194.7M | — | ||
| Q4 24 | $148.7M | — | ||
| Q3 24 | $148.5M | — | ||
| Q2 24 | $143.2M | — |
股东权益
LSAK
ROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $180.6M | $1.2B | ||
| Q3 25 | $170.4M | $1.2B | ||
| Q2 25 | $161.6M | $1.2B | ||
| Q1 25 | $185.2M | $1.3B | ||
| Q4 24 | $193.3M | $1.3B | ||
| Q3 24 | $184.2M | $1.3B | ||
| Q2 24 | $175.9M | $1.3B |
总资产
LSAK
ROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $704.6M | $1.4B | ||
| Q3 25 | $652.9M | $1.4B | ||
| Q2 25 | $653.7M | $1.5B | ||
| Q1 25 | $649.2M | $1.5B | ||
| Q4 24 | $640.6M | $1.5B | ||
| Q3 24 | $551.9M | $1.5B | ||
| Q2 24 | $558.5M | $1.5B |
负债/权益比
LSAK
ROG
| Q1 26 | — | — | ||
| Q4 25 | 1.20× | — | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | 1.24× | — | ||
| Q1 25 | 1.05× | — | ||
| Q4 24 | 0.77× | — | ||
| Q3 24 | 0.81× | — | ||
| Q2 24 | 0.81× | — |
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 | $-10.9M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-14.8M | $1.1M |
| 自由现金流率自由现金流/营收 | -8.3% | 0.5% |
| 资本支出强度资本支出/营收 | 2.2% | 2.3% |
| 现金转化率经营现金流/净利润 | -2.99× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $-15.3M | $70.1M |
8季度趋势,按日历期对齐
经营现金流
LSAK
ROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-10.9M | $46.9M | ||
| Q3 25 | $8.9M | $28.9M | ||
| Q2 25 | $-9.1M | $13.7M | ||
| Q1 25 | $10.7M | $11.7M | ||
| Q4 24 | $-9.2M | $33.7M | ||
| Q3 24 | $-4.1M | $42.4M | ||
| Q2 24 | $5.7M | $22.9M |
自由现金流
LSAK
ROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-14.8M | $42.2M | ||
| Q3 25 | $4.9M | $21.2M | ||
| Q2 25 | $-13.2M | $5.6M | ||
| Q1 25 | $7.8M | $2.1M | ||
| Q4 24 | $-15.5M | $18.3M | ||
| Q3 24 | $-8.1M | $25.2M | ||
| Q2 24 | $937.0K | $8.8M |
自由现金流率
LSAK
ROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | -8.3% | 20.9% | ||
| Q3 25 | 2.9% | 9.8% | ||
| Q2 25 | -7.8% | 2.8% | ||
| Q1 25 | 4.9% | 1.1% | ||
| Q4 24 | -8.8% | 9.5% | ||
| Q3 24 | -5.3% | 12.0% | ||
| Q2 24 | 0.6% | 4.1% |
资本支出强度
LSAK
ROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 2.2% | 2.3% | ||
| Q3 25 | 2.3% | 3.6% | ||
| Q2 25 | 2.4% | 4.0% | ||
| Q1 25 | 1.7% | 5.0% | ||
| Q4 24 | 3.6% | 8.0% | ||
| Q3 24 | 2.6% | 8.2% | ||
| Q2 24 | 3.2% | 6.6% |
现金转化率
LSAK
ROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | -2.99× | 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
业务分部营收拆解
LSAK
| Telecom Products And Services | $82.0M | 46% |
| Processing Fees | $37.6M | 21% |
| Enterprise Segment | $14.5M | 8% |
| Rest Of Africa | $10.9M | 6% |
| Technology Products | $8.6M | 5% |
| Insurance Revenue | $7.9M | 4% |
| Lending Revenue | $7.2M | 4% |
| Other | $6.7M | 4% |
| Interest From Customer | $2.1M | 1% |
| Other Products And Services | $1.2M | 1% |
ROG
暂无分部数据