vs
LSI INDUSTRIES INC（LYTS）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LSI INDUSTRIES INC的1.4倍（$200.5M vs $143.9M），ROGERS CORP净利率更高（2.2% vs 1.4%，领先0.9%），ROGERS CORP同比增速更快（5.2% vs -4.4%），过去两年LSI INDUSTRIES INC的营收复合增速更高（2.1% vs -3.3%）
LSI Logic Corporation是一家总部位于加利福尼亚州圣克拉拉的美国公司，主营专用集成电路与电子设计自动化业务，设计并销售可加速数据中心、移动网络及客户端计算领域存储与网络性能的半导体和软件产品。
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。
LYTS vs ROG — 直观对比
营收规模更大
ROG
是对方的1.4倍
$143.9M
营收增速更快
ROG
高出9.6%
-4.4%
净利率更高
ROG
高出0.9%
1.4%
两年增速更快
LYTS
近两年复合增速
-3.3%
损益表 — Q1 FY2027 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $143.9M | $200.5M |
| 净利润 | $2.0M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | — | — |
| 净利率 | 1.4% | 2.2% |
| 营收同比 | -4.4% | 5.2% |
| 净利润同比 | -4.8% | 421.4% |
| 每股收益（稀释后） | — | $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LYTSROG
| Q3 26 | $143.9M | — | ||
| Q1 26 | $143.9M | $200.5M | ||
| Q4 25 | $147.0M | $201.5M | ||
| Q3 25 | $157.2M | $216.0M | ||
| Q2 25 | $155.1M | $202.8M | ||
| Q1 25 | $132.5M | $190.5M | ||
| Q4 24 | $147.7M | $192.2M | ||
| Q3 24 | $138.1M | $210.3M |
净利润LYTSROG
| Q3 26 | $2.0M | — | ||
| Q1 26 | $2.0M | $4.5M | ||
| Q4 25 | $6.3M | $4.6M | ||
| Q3 25 | $7.3M | $8.6M | ||
| Q2 25 | $8.2M | $-73.6M | ||
| Q1 25 | $3.9M | $-1.4M | ||
| Q4 24 | $5.6M | $-500.0K | ||
| Q3 24 | $6.7M | $10.7M |
毛利率LYTSROG
| Q3 26 | — | — | ||
| Q1 26 | — | 32.2% | ||
| Q4 25 | 25.5% | 31.5% | ||
| Q3 25 | 25.6% | 33.5% | ||
| Q2 25 | 26.1% | 31.6% | ||
| Q1 25 | 24.8% | 29.9% | ||
| Q4 24 | 23.6% | 32.1% | ||
| Q3 24 | 24.4% | 35.2% |
营业利润率LYTSROG
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 6.0% | 3.5% | ||
| Q3 25 | 7.0% | 7.3% | ||
| Q2 25 | 7.7% | -33.3% | ||
| Q1 25 | 4.7% | -0.2% | ||
| Q4 24 | 5.7% | -6.6% | ||
| Q3 24 | 6.6% | 6.9% |
净利率LYTSROG
| Q3 26 | 1.4% | — | ||
| Q1 26 | 1.4% | 2.2% | ||
| Q4 25 | 4.3% | 2.3% | ||
| Q3 25 | 4.6% | 4.0% | ||
| Q2 25 | 5.3% | -36.3% | ||
| Q1 25 | 2.9% | -0.7% | ||
| Q4 24 | 3.8% | -0.3% | ||
| Q3 24 | 4.8% | 5.1% |
每股收益（稀释后）LYTSROG
| Q3 26 | — | — | ||
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.20 | $0.20 | ||
| Q3 25 | $0.23 | $0.48 | ||
| Q2 25 | $0.26 | $-4.00 | ||
| Q1 25 | $0.13 | $-0.08 | ||
| Q4 24 | $0.18 | $-0.04 | ||
| Q3 24 | $0.22 | $0.58 |
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 | $261.0M | — |
| 股东权益账面价值 | $352.8M | $1.2B |
| 总资产 | $800.5M | $1.4B |
| 负债/权益比越低杠杆越低 | 0.74× | — |
8季度趋势，按日历期对齐
现金及短期投资LYTSROG
| Q3 26 | — | — | ||
| Q1 26 | — | $195.8M | ||
| Q4 25 | $6.4M | $197.0M | ||
| Q3 25 | $7.1M | $167.8M | ||
| Q2 25 | $3.5M | $157.2M | ||
| Q1 25 | $4.3M | $175.6M | ||
| Q4 24 | $4.7M | $159.8M | ||
| Q3 24 | $7.0M | $146.4M |
总债务LYTSROG
| Q3 26 | $261.0M | — | ||
| Q1 26 | $261.0M | — | ||
| Q4 25 | $27.9M | — | ||
| Q3 25 | $50.7M | — | ||
| Q2 25 | $48.6M | — | ||
| Q1 25 | $55.4M | — | ||
| Q4 24 | $38.2M | — | ||
| Q3 24 | $47.7M | — |
股东权益LYTSROG
| Q3 26 | $352.8M | — | ||
| Q1 26 | $352.8M | $1.2B | ||
| Q4 25 | $248.1M | $1.2B | ||
| Q3 25 | $241.3M | $1.2B | ||
| Q2 25 | $230.7M | $1.2B | ||
| Q1 25 | $221.7M | $1.3B | ||
| Q4 24 | $217.1M | $1.3B | ||
| Q3 24 | $211.2M | $1.3B |
总资产LYTSROG
| Q3 26 | $800.5M | — | ||
| Q1 26 | $800.5M | $1.4B | ||
| Q4 25 | $396.3M | $1.4B | ||
| Q3 25 | $404.9M | $1.4B | ||
| Q2 25 | $396.4M | $1.5B | ||
| Q1 25 | $384.6M | $1.5B | ||
| Q4 24 | $344.5M | $1.5B | ||
| Q3 24 | $349.5M | $1.5B |
负债/权益比LYTSROG
| Q3 26 | 0.74× | — | ||
| Q1 26 | 0.74× | — | ||
| Q4 25 | 0.11× | — | ||
| Q3 25 | 0.21× | — | ||
| Q2 25 | 0.21× | — | ||
| Q1 25 | 0.25× | — | ||
| Q4 24 | 0.18× | — | ||
| Q3 24 | 0.23× | — |
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 | — | $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LYTSROG
| Q3 26 | — | — | ||
| Q1 26 | — | $5.8M | ||
| Q4 25 | $25.0M | $46.9M | ||
| Q3 25 | $676.0K | $28.9M | ||
| Q2 25 | $9.5M | $13.7M | ||
| Q1 25 | $6.9M | $11.7M | ||
| Q4 24 | $9.9M | $33.7M | ||
| Q3 24 | $11.8M | $42.4M |
自由现金流LYTSROG
| Q3 26 | — | — | ||
| Q1 26 | — | $1.1M | ||
| Q4 25 | $23.3M | $42.2M | ||
| Q3 25 | $-291.0K | $21.2M | ||
| Q2 25 | $8.5M | $5.6M | ||
| Q1 25 | $6.2M | $2.1M | ||
| Q4 24 | $8.8M | $18.3M | ||
| Q3 24 | $11.1M | $25.2M |
自由现金流率LYTSROG
| Q3 26 | — | — | ||
| Q1 26 | — | 0.5% | ||
| Q4 25 | 15.8% | 20.9% | ||
| Q3 25 | -0.2% | 9.8% | ||
| Q2 25 | 5.5% | 2.8% | ||
| Q1 25 | 4.7% | 1.1% | ||
| Q4 24 | 6.0% | 9.5% | ||
| Q3 24 | 8.0% | 12.0% |
资本支出强度LYTSROG
| Q3 26 | — | — | ||
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.1% | 2.3% | ||
| Q3 25 | 0.6% | 3.6% | ||
| Q2 25 | 0.6% | 4.0% | ||
| Q1 25 | 0.5% | 5.0% | ||
| Q4 24 | 0.7% | 8.0% | ||
| Q3 24 | 0.5% | 8.2% |
现金转化率LYTSROG
| Q3 26 | — | — | ||
| Q1 26 | — | 1.29× | ||
| Q4 25 | 3.94× | 10.20× | ||
| Q3 25 | 0.09× | 3.36× | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.77× | — | ||
| Q4 24 | 1.75× | — | ||
| Q3 24 | 1.77× | 3.96× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
