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Mayville Engineering Company, Inc.（MEC）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Mayville Engineering Company, Inc.的1.5倍（$200.5M vs $134.3M），ROGERS CORP净利率更高（2.2% vs -3.2%，领先5.5%），Mayville Engineering Company, Inc.同比增速更快（10.7% vs 5.2%），Mayville Engineering Company, Inc.自由现金流更多（$10.2M vs $1.1M），过去两年ROGERS CORP的营收复合增速更高（-3.3% vs -8.8%）
Mayville Engineering Company（MEC）是总部位于美国的领先金属零部件、装配组件及定制工程解决方案供应商，主要服务农业、建筑、商用运输、国防、动力运动等领域的原始设备制造商客户，提供从原型开发到大规模量产的全流程服务。
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。
MEC vs ROG — 直观对比
营收规模更大
ROG
是对方的1.5倍
$134.3M
营收增速更快
MEC
高出5.4%
5.2%
净利率更高
ROG
高出5.5%
-3.2%
自由现金流更多
MEC
多$9.1M
$1.1M
两年增速更快
ROG
近两年复合增速
-8.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $134.3M | $200.5M |
| 净利润 | $-4.4M | $4.5M |
| 毛利率 | 6.8% | 32.2% |
| 营业利润率 | -4.1% | — |
| 净利率 | -3.2% | 2.2% |
| 营收同比 | 10.7% | 5.2% |
| 净利润同比 | -127.3% | 421.4% |
| 每股收益（稀释后） | $-0.22 | $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MECROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $134.3M | $201.5M | ||
| Q3 25 | $144.3M | $216.0M | ||
| Q2 25 | $132.3M | $202.8M | ||
| Q1 25 | $135.6M | $190.5M | ||
| Q4 24 | $121.3M | $192.2M | ||
| Q3 24 | $135.4M | $210.3M | ||
| Q2 24 | $163.6M | $214.2M |
净利润MECROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-4.4M | $4.6M | ||
| Q3 25 | $-2.7M | $8.6M | ||
| Q2 25 | $-1.1M | $-73.6M | ||
| Q1 25 | $20.0K | $-1.4M | ||
| Q4 24 | $16.0M | $-500.0K | ||
| Q3 24 | $3.0M | $10.7M | ||
| Q2 24 | $3.8M | $8.1M |
毛利率MECROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 6.8% | 31.5% | ||
| Q3 25 | 11.0% | 33.5% | ||
| Q2 25 | 10.3% | 31.6% | ||
| Q1 25 | 11.3% | 29.9% | ||
| Q4 24 | 8.9% | 32.1% | ||
| Q3 24 | 12.6% | 35.2% | ||
| Q2 24 | 13.6% | 34.1% |
营业利润率MECROG
| Q1 26 | — | — | ||
| Q4 25 | -4.1% | 3.5% | ||
| Q3 25 | 0.0% | 7.3% | ||
| Q2 25 | 0.1% | -33.3% | ||
| Q1 25 | 1.2% | -0.2% | ||
| Q4 24 | 19.0% | -6.6% | ||
| Q3 24 | 4.2% | 6.9% | ||
| Q2 24 | 5.0% | 5.3% |
净利率MECROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -3.2% | 2.3% | ||
| Q3 25 | -1.9% | 4.0% | ||
| Q2 25 | -0.8% | -36.3% | ||
| Q1 25 | 0.0% | -0.7% | ||
| Q4 24 | 13.2% | -0.3% | ||
| Q3 24 | 2.2% | 5.1% | ||
| Q2 24 | 2.3% | 3.8% |
每股收益（稀释后）MECROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.22 | $0.20 | ||
| Q3 25 | $-0.13 | $0.48 | ||
| Q2 25 | $-0.05 | $-4.00 | ||
| Q1 25 | $0.00 | $-0.08 | ||
| Q4 24 | $0.76 | $-0.04 | ||
| Q3 24 | $0.14 | $0.58 | ||
| Q2 24 | $0.18 | $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 | $1.5M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $240.7M | $1.2B |
| 总资产 | $563.6M | $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MECROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $1.5M | $197.0M | ||
| Q3 25 | $1.2M | $167.8M | ||
| Q2 25 | $206.0K | $157.2M | ||
| Q1 25 | $183.0K | $175.6M | ||
| Q4 24 | $206.0K | $159.8M | ||
| Q3 24 | $178.0K | $146.4M | ||
| Q2 24 | $314.0K | $119.9M |
股东权益MECROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $240.7M | $1.2B | ||
| Q3 25 | $244.8M | $1.2B | ||
| Q2 25 | $246.8M | $1.2B | ||
| Q1 25 | $250.0M | $1.3B | ||
| Q4 24 | $251.8M | $1.3B | ||
| Q3 24 | $238.4M | $1.3B | ||
| Q2 24 | $238.1M | $1.3B |
总资产MECROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $563.6M | $1.4B | ||
| Q3 25 | $585.6M | $1.4B | ||
| Q2 25 | $433.7M | $1.5B | ||
| Q1 25 | $447.7M | $1.5B | ||
| Q4 24 | $445.6M | $1.5B | ||
| Q3 24 | $466.0M | $1.5B | ||
| Q2 24 | $488.2M | $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 | $13.4M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $10.2M | $1.1M |
| 自由现金流率自由现金流/营收 | 7.6% | 0.5% |
| 资本支出强度资本支出/营收 | 2.4% | 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 | $26.9M | $70.1M |
8季度趋势，按日历期对齐
经营现金流MECROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $13.4M | $46.9M | ||
| Q3 25 | $1.9M | $28.9M | ||
| Q2 25 | $15.0M | $13.7M | ||
| Q1 25 | $8.3M | $11.7M | ||
| Q4 24 | $38.0M | $33.7M | ||
| Q3 24 | $17.9M | $42.4M | ||
| Q2 24 | $23.3M | $22.9M |
自由现金流MECROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $10.2M | $42.2M | ||
| Q3 25 | $-1.1M | $21.2M | ||
| Q2 25 | $12.5M | $5.6M | ||
| Q1 25 | $5.4M | $2.1M | ||
| Q4 24 | $35.6M | $18.3M | ||
| Q3 24 | $15.1M | $25.2M | ||
| Q2 24 | $19.2M | $8.8M |
自由现金流率MECROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 7.6% | 20.9% | ||
| Q3 25 | -0.8% | 9.8% | ||
| Q2 25 | 9.5% | 2.8% | ||
| Q1 25 | 4.0% | 1.1% | ||
| Q4 24 | 29.4% | 9.5% | ||
| Q3 24 | 11.1% | 12.0% | ||
| Q2 24 | 11.7% | 4.1% |
资本支出强度MECROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 2.4% | 2.3% | ||
| Q3 25 | 2.1% | 3.6% | ||
| Q2 25 | 1.8% | 4.0% | ||
| Q1 25 | 2.2% | 5.0% | ||
| Q4 24 | 1.9% | 8.0% | ||
| Q3 24 | 2.1% | 8.2% | ||
| Q2 24 | 2.5% | 6.6% |
现金转化率MECROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | 416.65× | — | ||
| Q4 24 | 2.38× | — | ||
| Q3 24 | 6.03× | 3.96× | ||
| Q2 24 | 6.15× | 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
MEC
| Fabrication | $72.2M | 54% |
| Construction And Access | $19.2M | 14% |
| Tubes | $16.2M | 12% |
| Other Market | $11.9M | 9% |
| Agriculture | $7.7M | 6% |
| Military | $6.7M | 5% |
| Outdoor Sports | $1.7M | 1% |
ROG
暂无分部数据
