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摩凡陀集团（MOV）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的季度营收约是摩凡陀集团的1.1倍（$200.5M vs $186.1M），摩凡陀集团净利率更高（5.1% vs 2.2%，领先2.9%），ROGERS CORP同比增速更快（5.2% vs 1.9%），摩凡陀集团自由现金流更多（$11.6M vs $1.1M），过去两年摩凡陀集团的营收复合增速更高（2.9% vs -3.3%）
摩凡陀集团是源自瑞士的美国奢侈钟表品牌，创始于1881年，品牌名取自世界语，原意为“律动”。摩凡陀腕表以12点钟位置标志性的金属圆点设计与极简风格著称，其中博物馆腕表更是品牌最广为人知的经典代表作。
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。
MOV vs ROG — 直观对比
营收规模更大
ROG
是对方的1.1倍
$186.1M
营收增速更快
ROG
高出3.4%
1.9%
净利率更高
MOV
高出2.9%
2.2%
自由现金流更多
MOV
多$10.5M
$1.1M
两年增速更快
MOV
近两年复合增速
-3.3%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $186.1M | $200.5M |
| 净利润 | $9.6M | $4.5M |
| 毛利率 | 54.3% | 32.2% |
| 营业利润率 | 6.3% | — |
| 净利率 | 5.1% | 2.2% |
| 营收同比 | 1.9% | 5.2% |
| 净利润同比 | 89.8% | 421.4% |
| 每股收益（稀释后） | $0.42 | $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MOVROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $186.1M | $201.5M | ||
| Q3 25 | $161.8M | $216.0M | ||
| Q2 25 | $131.8M | $202.8M | ||
| Q1 25 | $181.5M | $190.5M | ||
| Q4 24 | $180.5M | $192.2M | ||
| Q3 24 | $157.0M | $210.3M | ||
| Q2 24 | $134.4M | $214.2M |
净利润MOVROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $9.6M | $4.6M | ||
| Q3 25 | $3.0M | $8.6M | ||
| Q2 25 | $1.4M | $-73.6M | ||
| Q1 25 | $8.1M | $-1.4M | ||
| Q4 24 | $4.8M | $-500.0K | ||
| Q3 24 | $3.5M | $10.7M | ||
| Q2 24 | $2.0M | $8.1M |
毛利率MOVROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 54.3% | 31.5% | ||
| Q3 25 | 54.1% | 33.5% | ||
| Q2 25 | 54.1% | 31.6% | ||
| Q1 25 | 54.2% | 29.9% | ||
| Q4 24 | 53.5% | 32.1% | ||
| Q3 24 | 54.3% | 35.2% | ||
| Q2 24 | 54.3% | 34.1% |
营业利润率MOVROG
| Q1 26 | — | — | ||
| Q4 25 | 6.3% | 3.5% | ||
| Q3 25 | 2.5% | 7.3% | ||
| Q2 25 | 0.2% | -33.3% | ||
| Q1 25 | 5.1% | -0.2% | ||
| Q4 24 | 3.3% | -6.6% | ||
| Q3 24 | 1.7% | 6.9% | ||
| Q2 24 | 1.6% | 5.3% |
净利率MOVROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 5.1% | 2.3% | ||
| Q3 25 | 1.8% | 4.0% | ||
| Q2 25 | 1.1% | -36.3% | ||
| Q1 25 | 4.4% | -0.7% | ||
| Q4 24 | 2.7% | -0.3% | ||
| Q3 24 | 2.2% | 5.1% | ||
| Q2 24 | 1.5% | 3.8% |
每股收益（稀释后）MOVROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.42 | $0.20 | ||
| Q3 25 | $0.13 | $0.48 | ||
| Q2 25 | $0.06 | $-4.00 | ||
| Q1 25 | $0.36 | $-0.08 | ||
| Q4 24 | $0.21 | $-0.04 | ||
| Q3 24 | $0.15 | $0.58 | ||
| Q2 24 | $0.09 | $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 | $183.9M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $497.5M | $1.2B |
| 总资产 | $751.9M | $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MOVROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $183.9M | $197.0M | ||
| Q3 25 | $180.5M | $167.8M | ||
| Q2 25 | $203.1M | $157.2M | ||
| Q1 25 | $208.5M | $175.6M | ||
| Q4 24 | $181.5M | $159.8M | ||
| Q3 24 | $198.3M | $146.4M | ||
| Q2 24 | $225.4M | $119.9M |
股东权益MOVROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $497.5M | $1.2B | ||
| Q3 25 | $489.9M | $1.2B | ||
| Q2 25 | $493.2M | $1.2B | ||
| Q1 25 | $481.3M | $1.3B | ||
| Q4 24 | $491.3M | $1.3B | ||
| Q3 24 | $492.0M | $1.3B | ||
| Q2 24 | $489.6M | $1.3B |
总资产MOVROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $751.9M | $1.4B | ||
| Q3 25 | $748.7M | $1.4B | ||
| Q2 25 | $747.2M | $1.5B | ||
| Q1 25 | $729.2M | $1.5B | ||
| Q4 24 | $747.2M | $1.5B | ||
| Q3 24 | $742.5M | $1.5B | ||
| Q2 24 | $736.0M | $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 | $12.3M | $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 | 6.2% | 0.5% |
| 资本支出强度资本支出/营收 | 0.4% | 2.3% |
| 现金转化率经营现金流/净利润 | 1.28× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $35.3M | $70.1M |
8季度趋势，按日历期对齐
经营现金流MOVROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $12.3M | $46.9M | ||
| Q3 25 | $-3.8M | $28.9M | ||
| Q2 25 | $-7.2M | $13.7M | ||
| Q1 25 | $39.1M | $11.7M | ||
| Q4 24 | $-4.7M | $33.7M | ||
| Q3 24 | $-17.8M | $42.4M | ||
| Q2 24 | $-18.1M | $22.9M |
自由现金流MOVROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $11.6M | $42.2M | ||
| Q3 25 | $-5.1M | $21.2M | ||
| Q2 25 | $-8.7M | $5.6M | ||
| Q1 25 | $37.5M | $2.1M | ||
| Q4 24 | $-7.2M | $18.3M | ||
| Q3 24 | $-20.1M | $25.2M | ||
| Q2 24 | $-19.7M | $8.8M |
自由现金流率MOVROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 6.2% | 20.9% | ||
| Q3 25 | -3.1% | 9.8% | ||
| Q2 25 | -6.6% | 2.8% | ||
| Q1 25 | 20.7% | 1.1% | ||
| Q4 24 | -4.0% | 9.5% | ||
| Q3 24 | -12.8% | 12.0% | ||
| Q2 24 | -14.7% | 4.1% |
资本支出强度MOVROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.4% | 2.3% | ||
| Q3 25 | 0.8% | 3.6% | ||
| Q2 25 | 1.2% | 4.0% | ||
| Q1 25 | 0.9% | 5.0% | ||
| Q4 24 | 1.4% | 8.0% | ||
| Q3 24 | 1.5% | 8.2% | ||
| Q2 24 | 1.2% | 6.6% |
现金转化率MOVROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 1.28× | 10.20× | ||
| Q3 25 | -1.27× | 3.36× | ||
| Q2 25 | -5.08× | — | ||
| Q1 25 | 4.86× | — | ||
| Q4 24 | -0.98× | — | ||
| Q3 24 | -5.14× | 3.96× | ||
| Q2 24 | -8.97× | 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
MOV
| Other | $81.4M | 44% |
| Owned Brands Category | $46.0M | 25% |
| Sales Channel Directly To Consumer | $35.3M | 19% |
| Company Stores | $23.4M | 13% |
ROG
暂无分部数据
