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迈梭电子(MEI)与ROGERS CORP(ROG)财务数据对比。点击上方公司名可切换其他公司
迈梭电子的季度营收约是ROGERS CORP的1.2倍($246.9M vs $200.5M),ROGERS CORP净利率更高(2.2% vs -4.0%,领先6.3%),ROGERS CORP同比增速更快(5.2% vs -15.6%),ROGERS CORP自由现金流更多($1.1M vs $-11.6M),过去两年迈梭电子的营收复合增速更高(-2.5% vs -3.3%)
迈梭电子是一家总部位于美国伊利诺伊州芝加哥的跨国企业,主要业务涵盖工程研发、生产制造与销售服务,目前在全球14个国家设有超过35个运营网点,全球员工总数约6500人。
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。
MEI vs ROG — 直观对比
营收规模更大
MEI
是对方的1.2倍
$200.5M
营收增速更快
ROG
高出20.9%
-15.6%
净利率更高
ROG
高出6.3%
-4.0%
自由现金流更多
ROG
多$12.7M
$-11.6M
两年增速更快
MEI
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $246.9M | $200.5M |
| 净利润 | $-9.9M | $4.5M |
| 毛利率 | 19.3% | 32.2% |
| 营业利润率 | 1.2% | — |
| 净利率 | -4.0% | 2.2% |
| 营收同比 | -15.6% | 5.2% |
| 净利润同比 | -518.8% | 421.4% |
| 每股收益(稀释后) | $-0.28 | $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
MEI
ROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $246.9M | $201.5M | ||
| Q3 25 | $240.5M | $216.0M | ||
| Q2 25 | $257.1M | $202.8M | ||
| Q1 25 | $239.9M | $190.5M | ||
| Q4 24 | $292.6M | $192.2M | ||
| Q3 24 | $258.5M | $210.3M | ||
| Q2 24 | $277.3M | $214.2M |
净利润
MEI
ROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-9.9M | $4.6M | ||
| Q3 25 | $-10.3M | $8.6M | ||
| Q2 25 | $-28.3M | $-73.6M | ||
| Q1 25 | $-14.4M | $-1.4M | ||
| Q4 24 | $-1.6M | $-500.0K | ||
| Q3 24 | $-18.3M | $10.7M | ||
| Q2 24 | $-57.3M | $8.1M |
毛利率
MEI
ROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 19.3% | 31.5% | ||
| Q3 25 | 18.1% | 33.5% | ||
| Q2 25 | 7.6% | 31.6% | ||
| Q1 25 | 17.2% | 29.9% | ||
| Q4 24 | 19.8% | 32.1% | ||
| Q3 24 | 17.3% | 35.2% | ||
| Q2 24 | 12.8% | 34.1% |
营业利润率
MEI
ROG
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 3.5% | ||
| Q3 25 | 0.5% | 7.3% | ||
| Q2 25 | -9.2% | -33.3% | ||
| Q1 25 | -0.9% | -0.2% | ||
| Q4 24 | 3.2% | -6.6% | ||
| Q3 24 | -2.9% | 6.9% | ||
| Q2 24 | -22.2% | 5.3% |
净利率
MEI
ROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -4.0% | 2.3% | ||
| Q3 25 | -4.3% | 4.0% | ||
| Q2 25 | -11.0% | -36.3% | ||
| Q1 25 | -6.0% | -0.7% | ||
| Q4 24 | -0.5% | -0.3% | ||
| Q3 24 | -7.1% | 5.1% | ||
| Q2 24 | -20.7% | 3.8% |
每股收益(稀释后)
MEI
ROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.28 | $0.20 | ||
| Q3 25 | $-0.29 | $0.48 | ||
| Q2 25 | $-0.79 | $-4.00 | ||
| Q1 25 | $-0.41 | $-0.08 | ||
| Q4 24 | $-0.05 | $-0.04 | ||
| Q3 24 | $-0.52 | $0.58 | ||
| Q2 24 | $-1.62 | $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 | $118.5M | $195.8M |
| 总债务越低越好 | $332.5M | — |
| 股东权益账面价值 | $679.3M | $1.2B |
| 总资产 | $1.3B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.49× | — |
8季度趋势,按日历期对齐
现金及短期投资
MEI
ROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $118.5M | $197.0M | ||
| Q3 25 | $121.1M | $167.8M | ||
| Q2 25 | $103.6M | $157.2M | ||
| Q1 25 | $103.8M | $175.6M | ||
| Q4 24 | $97.0M | $159.8M | ||
| Q3 24 | $111.3M | $146.4M | ||
| Q2 24 | $161.5M | $119.9M |
总债务
MEI
ROG
| Q1 26 | — | — | ||
| Q4 25 | $332.5M | — | ||
| Q3 25 | $323.4M | — | ||
| Q2 25 | $317.6M | — | ||
| Q1 25 | $327.9M | — | ||
| Q4 24 | $340.6M | — | ||
| Q3 24 | $296.0M | — | ||
| Q2 24 | $330.9M | — |
股东权益
MEI
ROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $679.3M | $1.2B | ||
| Q3 25 | $688.1M | $1.2B | ||
| Q2 25 | $693.3M | $1.2B | ||
| Q1 25 | $704.3M | $1.3B | ||
| Q4 24 | $738.3M | $1.3B | ||
| Q3 24 | $744.4M | $1.3B | ||
| Q2 24 | $766.0M | $1.3B |
总资产
MEI
ROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $1.4B | $1.5B |
负债/权益比
MEI
ROG
| Q1 26 | — | — | ||
| Q4 25 | 0.49× | — | ||
| Q3 25 | 0.47× | — | ||
| Q2 25 | 0.46× | — | ||
| Q1 25 | 0.47× | — | ||
| Q4 24 | 0.46× | — | ||
| Q3 24 | 0.40× | — | ||
| Q2 24 | 0.43× | — |
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 | $-7.4M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-11.6M | $1.1M |
| 自由现金流率自由现金流/营收 | -4.7% | 0.5% |
| 资本支出强度资本支出/营收 | 1.7% | 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 | $52.3M | $70.1M |
8季度趋势,按日历期对齐
经营现金流
MEI
ROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-7.4M | $46.9M | ||
| Q3 25 | $25.1M | $28.9M | ||
| Q2 25 | $35.4M | $13.7M | ||
| Q1 25 | $28.1M | $11.7M | ||
| Q4 24 | $-48.0M | $33.7M | ||
| Q3 24 | $10.9M | $42.4M | ||
| Q2 24 | $24.9M | $22.9M |
自由现金流
MEI
ROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-11.6M | $42.2M | ||
| Q3 25 | $18.0M | $21.2M | ||
| Q2 25 | $26.3M | $5.6M | ||
| Q1 25 | $19.6M | $2.1M | ||
| Q4 24 | $-58.4M | $18.3M | ||
| Q3 24 | $-2.7M | $25.2M | ||
| Q2 24 | $15.8M | $8.8M |
自由现金流率
MEI
ROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | -4.7% | 20.9% | ||
| Q3 25 | 7.5% | 9.8% | ||
| Q2 25 | 10.2% | 2.8% | ||
| Q1 25 | 8.2% | 1.1% | ||
| Q4 24 | -20.0% | 9.5% | ||
| Q3 24 | -1.0% | 12.0% | ||
| Q2 24 | 5.7% | 4.1% |
资本支出强度
MEI
ROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.7% | 2.3% | ||
| Q3 25 | 3.0% | 3.6% | ||
| Q2 25 | 3.5% | 4.0% | ||
| Q1 25 | 3.5% | 5.0% | ||
| Q4 24 | 3.6% | 8.0% | ||
| Q3 24 | 5.3% | 8.2% | ||
| Q2 24 | 3.3% | 6.6% |
现金转化率
MEI
ROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 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