vs
Mistras Group, Inc.（MG）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Mistras Group, Inc.的1.1倍（$200.5M vs $181.5M），ROGERS CORP净利率更高（2.2% vs 2.1%，领先0.2%），ROGERS CORP同比增速更快（5.2% vs 5.1%），Mistras Group, Inc.自由现金流更多（$26.0M vs $1.1M），过去两年Mistras Group, Inc.的营收复合增速更高（-0.8% vs -3.3%）
Mistras集团是全球资产完整性与保护解决方案供应商，主营无损检测、工业实时监测、工程咨询等服务，核心客户覆盖油气、航空航天、发电、制造等领域，业务遍及北美、欧洲及亚太地区，可帮助客户提升运营安全性、延长资产寿命、降低非计划停机风险。
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。
MG vs ROG — 直观对比
营收规模更大
ROG
是对方的1.1倍
$181.5M
营收增速更快
ROG
高出0.2%
5.1%
净利率更高
ROG
高出0.2%
2.1%
自由现金流更多
MG
多$24.9M
$1.1M
两年增速更快
MG
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $181.5M | $200.5M |
| 净利润 | $3.8M | $4.5M |
| 毛利率 | 28.4% | 32.2% |
| 营业利润率 | 7.0% | — |
| 净利率 | 2.1% | 2.2% |
| 营收同比 | 5.1% | 5.2% |
| 净利润同比 | -27.4% | 421.4% |
| 每股收益（稀释后） | $0.12 | $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MGROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $181.5M | $201.5M | ||
| Q3 25 | $195.5M | $216.0M | ||
| Q2 25 | $185.4M | $202.8M | ||
| Q1 25 | $161.6M | $190.5M | ||
| Q4 24 | $172.7M | $192.2M | ||
| Q3 24 | $182.7M | $210.3M | ||
| Q2 24 | $189.8M | $214.2M |
净利润MGROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $3.8M | $4.6M | ||
| Q3 25 | $13.1M | $8.6M | ||
| Q2 25 | $3.0M | $-73.6M | ||
| Q1 25 | $-3.2M | $-1.4M | ||
| Q4 24 | $5.2M | $-500.0K | ||
| Q3 24 | $6.4M | $10.7M | ||
| Q2 24 | $6.4M | $8.1M |
毛利率MGROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 28.4% | 31.5% | ||
| Q3 25 | 29.8% | 33.5% | ||
| Q2 25 | 29.1% | 31.6% | ||
| Q1 25 | 25.3% | 29.9% | ||
| Q4 24 | 26.5% | 32.1% | ||
| Q3 24 | 26.8% | 35.2% | ||
| Q2 24 | 27.1% | 34.1% |
营业利润率MGROG
| Q1 26 | — | — | ||
| Q4 25 | 7.0% | 3.5% | ||
| Q3 25 | 10.4% | 7.3% | ||
| Q2 25 | 4.5% | -33.3% | ||
| Q1 25 | -0.6% | -0.2% | ||
| Q4 24 | 6.1% | -6.6% | ||
| Q3 24 | 6.5% | 6.9% | ||
| Q2 24 | 6.3% | 5.3% |
净利率MGROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 2.1% | 2.3% | ||
| Q3 25 | 6.7% | 4.0% | ||
| Q2 25 | 1.6% | -36.3% | ||
| Q1 25 | -2.0% | -0.7% | ||
| Q4 24 | 3.0% | -0.3% | ||
| Q3 24 | 3.5% | 5.1% | ||
| Q2 24 | 3.4% | 3.8% |
每股收益（稀释后）MGROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.12 | $0.20 | ||
| Q3 25 | $0.41 | $0.48 | ||
| Q2 25 | $0.10 | $-4.00 | ||
| Q1 25 | $-0.10 | $-0.08 | ||
| Q4 24 | $0.17 | $-0.04 | ||
| Q3 24 | $0.20 | $0.58 | ||
| Q2 24 | $0.20 | $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 | $28.0M | $195.8M |
| 总债务越低越好 | $178.0M | — |
| 股东权益账面价值 | $235.1M | $1.2B |
| 总资产 | $578.8M | $1.4B |
| 负债/权益比越低杠杆越低 | 0.76× | — |
8季度趋势，按日历期对齐
现金及短期投资MGROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $28.0M | $197.0M | ||
| Q3 25 | $27.8M | $167.8M | ||
| Q2 25 | $20.0M | $157.2M | ||
| Q1 25 | $18.5M | $175.6M | ||
| Q4 24 | $18.3M | $159.8M | ||
| Q3 24 | $20.4M | $146.4M | ||
| Q2 24 | $17.2M | $119.9M |
总债务MGROG
| Q1 26 | — | — | ||
| Q4 25 | $178.0M | — | ||
| Q3 25 | $202.3M | — | ||
| Q2 25 | $189.4M | — | ||
| Q1 25 | $171.9M | — | ||
| Q4 24 | $169.6M | — | ||
| Q3 24 | $189.7M | — | ||
| Q2 24 | $199.7M | — |
股东权益MGROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $235.1M | $1.2B | ||
| Q3 25 | $227.4M | $1.2B | ||
| Q2 25 | $215.8M | $1.2B | ||
| Q1 25 | $198.7M | $1.3B | ||
| Q4 24 | $198.6M | $1.3B | ||
| Q3 24 | $205.2M | $1.3B | ||
| Q2 24 | $193.2M | $1.3B |
总资产MGROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $578.8M | $1.4B | ||
| Q3 25 | $596.3M | $1.4B | ||
| Q2 25 | $571.0M | $1.5B | ||
| Q1 25 | $526.8M | $1.5B | ||
| Q4 24 | $523.0M | $1.5B | ||
| Q3 24 | $551.7M | $1.5B | ||
| Q2 24 | $548.1M | $1.5B |
负债/权益比MGROG
| Q1 26 | — | — | ||
| Q4 25 | 0.76× | — | ||
| Q3 25 | 0.89× | — | ||
| Q2 25 | 0.88× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 0.85× | — | ||
| Q3 24 | 0.92× | — | ||
| Q2 24 | 1.03× | — |
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 | $32.1M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $26.0M | $1.1M |
| 自由现金流率自由现金流/营收 | 14.3% | 0.5% |
| 资本支出强度资本支出/营收 | 3.4% | 2.3% |
| 现金转化率经营现金流/净利润 | 8.55× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $8.3M | $70.1M |
8季度趋势，按日历期对齐
经营现金流MGROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $32.1M | $46.9M | ||
| Q3 25 | $4.5M | $28.9M | ||
| Q2 25 | $-9.3M | $13.7M | ||
| Q1 25 | $5.6M | $11.7M | ||
| Q4 24 | $25.7M | $33.7M | ||
| Q3 24 | $19.4M | $42.4M | ||
| Q2 24 | $4.5M | $22.9M |
自由现金流MGROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $26.0M | $42.2M | ||
| Q3 25 | $-4.1M | $21.2M | ||
| Q2 25 | $-14.7M | $5.6M | ||
| Q1 25 | $1.1M | $2.1M | ||
| Q4 24 | $22.1M | $18.3M | ||
| Q3 24 | $14.6M | $25.2M | ||
| Q2 24 | $-284.0K | $8.8M |
自由现金流率MGROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 14.3% | 20.9% | ||
| Q3 25 | -2.1% | 9.8% | ||
| Q2 25 | -7.9% | 2.8% | ||
| Q1 25 | 0.7% | 1.1% | ||
| Q4 24 | 12.8% | 9.5% | ||
| Q3 24 | 8.0% | 12.0% | ||
| Q2 24 | -0.1% | 4.1% |
资本支出强度MGROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 3.4% | 2.3% | ||
| Q3 25 | 4.4% | 3.6% | ||
| Q2 25 | 2.9% | 4.0% | ||
| Q1 25 | 2.8% | 5.0% | ||
| Q4 24 | 2.1% | 8.0% | ||
| Q3 24 | 2.6% | 8.2% | ||
| Q2 24 | 2.5% | 6.6% |
现金转化率MGROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 8.55× | 10.20× | ||
| Q3 25 | 0.34× | 3.36× | ||
| Q2 25 | -3.07× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 4.96× | — | ||
| Q3 24 | 3.02× | 3.96× | ||
| Q2 24 | 0.71× | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
