vs
MANNKIND CORP（MNKD）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MANNKIND CORP的1.8倍（$200.5M vs $112.0M），ROGERS CORP净利率更高（2.2% vs -14.2%，领先16.5%），MANNKIND CORP同比增速更快（45.8% vs 5.2%），ROGERS CORP自由现金流更多（$1.1M vs $-10.0M），过去两年MANNKIND CORP的营收复合增速更高（30.0% vs -3.3%）
曼凯德公司是一家生物制药企业，成立于1991年2月，总部位于美国康涅狄格州丹伯里，专注于糖尿病、肺动脉高压等疾病治疗药物的研发、生产及商业化推广，致力于为相关患者提供创新的治疗方案。
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。
MNKD vs ROG — 直观对比
营收规模更大
ROG
是对方的1.8倍
$112.0M
营收增速更快
MNKD
高出40.6%
5.2%
净利率更高
ROG
高出16.5%
-14.2%
自由现金流更多
ROG
多$11.1M
$-10.0M
两年增速更快
MNKD
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $112.0M | $200.5M |
| 净利润 | $-15.9M | $4.5M |
| 毛利率 | 87.6% | 32.2% |
| 营业利润率 | -6.9% | — |
| 净利率 | -14.2% | 2.2% |
| 营收同比 | 45.8% | 5.2% |
| 净利润同比 | -314.9% | 421.4% |
| 每股收益（稀释后） | $-0.05 | $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MNKDROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $112.0M | $201.5M | ||
| Q3 25 | $82.1M | $216.0M | ||
| Q2 25 | $76.5M | $202.8M | ||
| Q1 25 | $78.4M | $190.5M | ||
| Q4 24 | $76.8M | $192.2M | ||
| Q3 24 | $70.1M | $210.3M | ||
| Q2 24 | $72.4M | $214.2M |
净利润MNKDROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-15.9M | $4.6M | ||
| Q3 25 | $8.0M | $8.6M | ||
| Q2 25 | $668.0K | $-73.6M | ||
| Q1 25 | $13.2M | $-1.4M | ||
| Q4 24 | $7.4M | $-500.0K | ||
| Q3 24 | $11.6M | $10.7M | ||
| Q2 24 | $-2.0M | $8.1M |
毛利率MNKDROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 87.6% | 31.5% | ||
| Q3 25 | 94.5% | 33.5% | ||
| Q2 25 | 94.0% | 31.6% | ||
| Q1 25 | 95.2% | 29.9% | ||
| Q4 24 | 93.7% | 32.1% | ||
| Q3 24 | 95.4% | 35.2% | ||
| Q2 24 | 92.3% | 34.1% |
营业利润率MNKDROG
| Q1 26 | — | — | ||
| Q4 25 | -6.9% | 3.5% | ||
| Q3 25 | 23.0% | 7.3% | ||
| Q2 25 | 6.9% | -33.3% | ||
| Q1 25 | 28.5% | -0.2% | ||
| Q4 24 | 34.5% | -6.6% | ||
| Q3 24 | 18.2% | 6.9% | ||
| Q2 24 | 22.9% | 5.3% |
净利率MNKDROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -14.2% | 2.3% | ||
| Q3 25 | 9.7% | 4.0% | ||
| Q2 25 | 0.9% | -36.3% | ||
| Q1 25 | 16.8% | -0.7% | ||
| Q4 24 | 9.7% | -0.3% | ||
| Q3 24 | 16.5% | 5.1% | ||
| Q2 24 | -2.8% | 3.8% |
每股收益（稀释后）MNKDROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.05 | $0.20 | ||
| Q3 25 | $0.03 | $0.48 | ||
| Q2 25 | $0.00 | $-4.00 | ||
| Q1 25 | $0.04 | $-0.08 | ||
| Q4 24 | $0.03 | $-0.04 | ||
| Q3 24 | $0.04 | $0.58 | ||
| Q2 24 | $-0.01 | $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 | $171.3M | $195.8M |
| 总债务越低越好 | $354.6M | — |
| 股东权益账面价值 | $-51.0M | $1.2B |
| 总资产 | $792.2M | $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MNKDROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $171.3M | $197.0M | ||
| Q3 25 | $260.0M | $167.8M | ||
| Q2 25 | $179.0M | $157.2M | ||
| Q1 25 | $181.5M | $175.6M | ||
| Q4 24 | $197.3M | $159.8M | ||
| Q3 24 | $251.6M | $146.4M | ||
| Q2 24 | $247.8M | $119.9M |
总债务MNKDROG
| Q1 26 | — | — | ||
| Q4 25 | $354.6M | — | ||
| Q3 25 | $109.7M | — | ||
| Q2 25 | $36.2M | — | ||
| Q1 25 | $36.1M | — | ||
| Q4 24 | $36.1M | — | ||
| Q3 24 | $227.9M | — | ||
| Q2 24 | $227.6M | — |
股东权益MNKDROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $-51.0M | $1.2B | ||
| Q3 25 | $-44.6M | $1.2B | ||
| Q2 25 | $-55.0M | $1.2B | ||
| Q1 25 | $-58.6M | $1.3B | ||
| Q4 24 | $-78.8M | $1.3B | ||
| Q3 24 | $-209.9M | $1.3B | ||
| Q2 24 | $-225.8M | $1.3B |
总资产MNKDROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $792.2M | $1.4B | ||
| Q3 25 | $494.6M | $1.4B | ||
| Q2 25 | $411.7M | $1.5B | ||
| Q1 25 | $410.1M | $1.5B | ||
| Q4 24 | $393.8M | $1.5B | ||
| Q3 24 | $464.2M | $1.5B | ||
| Q2 24 | $443.8M | $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 | $-8.0M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-10.0M | $1.1M |
| 自由现金流率自由现金流/营收 | -8.9% | 0.5% |
| 资本支出强度资本支出/营收 | 1.8% | 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 | $13.7M | $70.1M |
8季度趋势，按日历期对齐
经营现金流MNKDROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-8.0M | $46.9M | ||
| Q3 25 | $23.6M | $28.9M | ||
| Q2 25 | $8.9M | $13.7M | ||
| Q1 25 | $-6.4M | $11.7M | ||
| Q4 24 | $22.6M | $33.7M | ||
| Q3 24 | $9.3M | $42.4M | ||
| Q2 24 | $3.8M | $22.9M |
自由现金流MNKDROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-10.0M | $42.2M | ||
| Q3 25 | $22.5M | $21.2M | ||
| Q2 25 | $7.8M | $5.6M | ||
| Q1 25 | $-6.7M | $2.1M | ||
| Q4 24 | $19.7M | $18.3M | ||
| Q3 24 | $7.9M | $25.2M | ||
| Q2 24 | $861.0K | $8.8M |
自由现金流率MNKDROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | -8.9% | 20.9% | ||
| Q3 25 | 27.4% | 9.8% | ||
| Q2 25 | 10.2% | 2.8% | ||
| Q1 25 | -8.6% | 1.1% | ||
| Q4 24 | 25.7% | 9.5% | ||
| Q3 24 | 11.3% | 12.0% | ||
| Q2 24 | 1.2% | 4.1% |
资本支出强度MNKDROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.8% | 2.3% | ||
| Q3 25 | 1.4% | 3.6% | ||
| Q2 25 | 1.5% | 4.0% | ||
| Q1 25 | 0.4% | 5.0% | ||
| Q4 24 | 3.8% | 8.0% | ||
| Q3 24 | 2.0% | 8.2% | ||
| Q2 24 | 4.1% | 6.6% |
现金转化率MNKDROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | 2.96× | 3.36× | ||
| Q2 25 | 13.40× | — | ||
| Q1 25 | -0.48× | — | ||
| Q4 24 | 3.05× | — | ||
| Q3 24 | 0.81× | 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
业务分部营收拆解
MNKD
| Products | $50.4M | 45% |
| Royalty | $33.6M | 30% |
| Afrezza | $22.9M | 20% |
| V Go | $4.3M | 4% |
ROG
暂无分部数据
