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MARTIN MIDSTREAM PARTNERS L.P.（MMLP）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MARTIN MIDSTREAM PARTNERS L.P.的1.1倍（$200.5M vs $187.7M），ROGERS CORP净利率更高（2.2% vs 1.7%，领先0.5%），ROGERS CORP同比增速更快（5.2% vs -2.5%），ROGERS CORP自由现金流更多（$1.1M vs $-6.0M），过去两年MARTIN MIDSTREAM PARTNERS L.P.的营收复合增速更高（0.8% vs -3.3%）
Martin Midstream Partners L.P.是美国中游能源服务提供商，主营原油、天然气液、精炼石油产品及特种化学品的存储、运输、分销与加工服务，主要服务北美能源及工业领域客户。
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。
MMLP vs ROG — 直观对比
营收规模更大
ROG
是对方的1.1倍
$187.7M
营收增速更快
ROG
高出7.8%
-2.5%
净利率更高
ROG
高出0.5%
1.7%
自由现金流更多
ROG
多$7.1M
$-6.0M
两年增速更快
MMLP
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $187.7M | $200.5M |
| 净利润 | $3.2M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | 4.1% | — |
| 净利率 | 1.7% | 2.2% |
| 营收同比 | -2.5% | 5.2% |
| 净利润同比 | -37.1% | 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MMLPROG
| Q1 26 | $187.7M | $200.5M | ||
| Q4 25 | $174.2M | $201.5M | ||
| Q3 25 | $168.7M | $216.0M | ||
| Q2 25 | $180.7M | $202.8M | ||
| Q1 25 | $192.5M | $190.5M | ||
| Q4 24 | $171.3M | $192.2M | ||
| Q3 24 | $170.9M | $210.3M | ||
| Q2 24 | $184.5M | $214.2M |
净利润MMLPROG
| Q1 26 | $3.2M | $4.5M | ||
| Q4 25 | $-2.9M | $4.6M | ||
| Q3 25 | $-8.4M | $8.6M | ||
| Q2 25 | $-2.4M | $-73.6M | ||
| Q1 25 | $-1.0M | $-1.4M | ||
| Q4 24 | $-8.9M | $-500.0K | ||
| Q3 24 | $-3.3M | $10.7M | ||
| Q2 24 | $3.8M | $8.1M |
毛利率MMLPROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 57.1% | 31.5% | ||
| Q3 25 | 55.1% | 33.5% | ||
| Q2 25 | 56.5% | 31.6% | ||
| Q1 25 | 53.5% | 29.9% | ||
| Q4 24 | 58.2% | 32.1% | ||
| Q3 24 | 58.5% | 35.2% | ||
| Q2 24 | 58.4% | 34.1% |
营业利润率MMLPROG
| Q1 26 | 4.1% | — | ||
| Q4 25 | 7.3% | 3.5% | ||
| Q3 25 | 4.1% | 7.3% | ||
| Q2 25 | 8.2% | -33.3% | ||
| Q1 25 | 7.5% | -0.2% | ||
| Q4 24 | 4.0% | -6.6% | ||
| Q3 24 | 7.4% | 6.9% | ||
| Q2 24 | 10.8% | 5.3% |
净利率MMLPROG
| Q1 26 | 1.7% | 2.2% | ||
| Q4 25 | -1.7% | 2.3% | ||
| Q3 25 | -5.0% | 4.0% | ||
| Q2 25 | -1.3% | -36.3% | ||
| Q1 25 | -0.5% | -0.7% | ||
| Q4 24 | -5.2% | -0.3% | ||
| Q3 24 | -1.9% | 5.1% | ||
| Q2 24 | 2.0% | 3.8% |
每股收益（稀释后）MMLPROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | — | $0.20 | ||
| Q3 25 | — | $0.48 | ||
| Q2 25 | — | $-4.00 | ||
| Q1 25 | — | $-0.08 | ||
| Q4 24 | — | $-0.04 | ||
| Q3 24 | — | $0.58 | ||
| Q2 24 | — | $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 | — | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $1.2B |
| 总资产 | $537.1M | $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MMLPROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | — | $197.0M | ||
| Q3 25 | — | $167.8M | ||
| Q2 25 | — | $157.2M | ||
| Q1 25 | — | $175.6M | ||
| Q4 24 | — | $159.8M | ||
| Q3 24 | — | $146.4M | ||
| Q2 24 | — | $119.9M |
总债务MMLPROG
| Q1 26 | — | — | ||
| Q4 25 | $428.0M | — | ||
| Q3 25 | $441.3M | — | ||
| Q2 25 | $427.8M | — | ||
| Q1 25 | $451.4M | — | ||
| Q4 24 | $437.6M | — | ||
| Q3 24 | $469.3M | — | ||
| Q2 24 | $439.4M | — |
股东权益MMLPROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.3B |
总资产MMLPROG
| Q1 26 | $537.1M | $1.4B | ||
| Q4 25 | $522.4M | $1.4B | ||
| Q3 25 | $510.1M | $1.4B | ||
| Q2 25 | $515.6M | $1.5B | ||
| Q1 25 | $533.4M | $1.5B | ||
| Q4 24 | $538.5M | $1.5B | ||
| Q3 24 | $554.8M | $1.5B | ||
| Q2 24 | $535.1M | $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 | — | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-6.0M | $1.1M |
| 自由现金流率自由现金流/营收 | -3.2% | 0.5% |
| 资本支出强度资本支出/营收 | 1.6% | 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 | $27.2M | $70.1M |
8季度趋势，按日历期对齐
经营现金流MMLPROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $22.4M | $46.9M | ||
| Q3 25 | $-1.2M | $28.9M | ||
| Q2 25 | $30.9M | $13.7M | ||
| Q1 25 | $-6.0M | $11.7M | ||
| Q4 24 | $42.2M | $33.7M | ||
| Q3 24 | $-15.8M | $42.4M | ||
| Q2 24 | $11.8M | $22.9M |
自由现金流MMLPROG
| Q1 26 | $-6.0M | $1.1M | ||
| Q4 25 | $15.6M | $42.2M | ||
| Q3 25 | $-7.9M | $21.2M | ||
| Q2 25 | $25.6M | $5.6M | ||
| Q1 25 | $-11.9M | $2.1M | ||
| Q4 24 | $34.2M | $18.3M | ||
| Q3 24 | $-25.6M | $25.2M | ||
| Q2 24 | $-696.0K | $8.8M |
自由现金流率MMLPROG
| Q1 26 | -3.2% | 0.5% | ||
| Q4 25 | 8.9% | 20.9% | ||
| Q3 25 | -4.7% | 9.8% | ||
| Q2 25 | 14.2% | 2.8% | ||
| Q1 25 | -6.2% | 1.1% | ||
| Q4 24 | 20.0% | 9.5% | ||
| Q3 24 | -15.0% | 12.0% | ||
| Q2 24 | -0.4% | 4.1% |
资本支出强度MMLPROG
| Q1 26 | 1.6% | 2.3% | ||
| Q4 25 | 3.9% | 2.3% | ||
| Q3 25 | 4.0% | 3.6% | ||
| Q2 25 | 3.0% | 4.0% | ||
| Q1 25 | 3.1% | 5.0% | ||
| Q4 24 | 4.6% | 8.0% | ||
| Q3 24 | 5.8% | 8.2% | ||
| Q2 24 | 6.8% | 6.6% |
现金转化率MMLPROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | 3.13× | 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
MMLP
| Specialty products | $61.6M | 33% |
| Transportation * | $52.8M | 28% |
| Other | $46.5M | 25% |
| Terminalling and storage * | $22.4M | 12% |
| Sulfur services | $4.4M | 2% |
ROG
暂无分部数据
