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MERCURY SYSTEMS INC（MRCY）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
MERCURY SYSTEMS INC的季度营收约是ROGERS CORP的1.2倍（$232.9M vs $200.5M），ROGERS CORP净利率更高（2.2% vs -6.5%，领先8.7%），ROGERS CORP同比增速更快（5.2% vs 4.4%），MERCURY SYSTEMS INC自由现金流更多（$45.7M vs $1.1M），过去两年MERCURY SYSTEMS INC的营收复合增速更高（5.7% vs -3.3%）
Mercury Systems是一家服务于航空航天与国防领域的科技企业，专注于设计、研发及生产开放式架构计算机软硬件产品，覆盖安全嵌入式处理模块与子系统、航电任务计算机及显示器、加固型安全服务器、可信微电子组件与子系统等多类产品。
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。
MRCY vs ROG — 直观对比
营收规模更大
MRCY
是对方的1.2倍
$200.5M
营收增速更快
ROG
高出0.9%
4.4%
净利率更高
ROG
高出8.7%
-6.5%
自由现金流更多
MRCY
多$44.6M
$1.1M
两年增速更快
MRCY
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $232.9M | $200.5M |
| 净利润 | $-15.1M | $4.5M |
| 毛利率 | 26.0% | 32.2% |
| 营业利润率 | -4.6% | — |
| 净利率 | -6.5% | 2.2% |
| 营收同比 | 4.4% | 5.2% |
| 净利润同比 | 14.1% | 421.4% |
| 每股收益（稀释后） | $-0.26 | $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MRCYROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $232.9M | $201.5M | ||
| Q3 25 | $225.2M | $216.0M | ||
| Q2 25 | $273.1M | $202.8M | ||
| Q1 25 | $211.4M | $190.5M | ||
| Q4 24 | $223.1M | $192.2M | ||
| Q3 24 | $204.4M | $210.3M | ||
| Q2 24 | $248.6M | $214.2M |
净利润MRCYROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-15.1M | $4.6M | ||
| Q3 25 | $-12.5M | $8.6M | ||
| Q2 25 | $16.4M | $-73.6M | ||
| Q1 25 | $-19.2M | $-1.4M | ||
| Q4 24 | $-17.6M | $-500.0K | ||
| Q3 24 | $-17.5M | $10.7M | ||
| Q2 24 | $-10.8M | $8.1M |
毛利率MRCYROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 26.0% | 31.5% | ||
| Q3 25 | 27.9% | 33.5% | ||
| Q2 25 | 31.0% | 31.6% | ||
| Q1 25 | 27.0% | 29.9% | ||
| Q4 24 | 27.3% | 32.1% | ||
| Q3 24 | 25.3% | 35.2% | ||
| Q2 24 | 29.5% | 34.1% |
营业利润率MRCYROG
| Q1 26 | — | — | ||
| Q4 25 | -4.6% | 3.5% | ||
| Q3 25 | -3.8% | 7.3% | ||
| Q2 25 | 8.6% | -33.3% | ||
| Q1 25 | -8.2% | -0.2% | ||
| Q4 24 | -5.6% | -6.6% | ||
| Q3 24 | -6.6% | 6.9% | ||
| Q2 24 | -3.2% | 5.3% |
净利率MRCYROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -6.5% | 2.3% | ||
| Q3 25 | -5.6% | 4.0% | ||
| Q2 25 | 6.0% | -36.3% | ||
| Q1 25 | -9.1% | -0.7% | ||
| Q4 24 | -7.9% | -0.3% | ||
| Q3 24 | -8.6% | 5.1% | ||
| Q2 24 | -4.3% | 3.8% |
每股收益（稀释后）MRCYROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.26 | $0.20 | ||
| Q3 25 | $-0.21 | $0.48 | ||
| Q2 25 | $0.28 | $-4.00 | ||
| Q1 25 | $-0.33 | $-0.08 | ||
| Q4 24 | $-0.30 | $-0.04 | ||
| Q3 24 | $-0.30 | $0.58 | ||
| Q2 24 | $-0.18 | $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 | $335.0M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $1.2B |
| 总资产 | $2.5B | $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MRCYROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $335.0M | $197.0M | ||
| Q3 25 | $304.7M | $167.8M | ||
| Q2 25 | $309.1M | $157.2M | ||
| Q1 25 | $269.8M | $175.6M | ||
| Q4 24 | $242.6M | $159.8M | ||
| Q3 24 | $158.1M | $146.4M | ||
| Q2 24 | $180.5M | $119.9M |
股东权益MRCYROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.5B | $1.2B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.5B | $1.3B | ||
| Q4 24 | $1.5B | $1.3B | ||
| Q3 24 | $1.5B | $1.3B | ||
| Q2 24 | $1.5B | $1.3B |
总资产MRCYROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.5B | $1.4B | ||
| Q3 25 | $2.5B | $1.4B | ||
| Q2 25 | $2.4B | $1.5B | ||
| Q1 25 | $2.4B | $1.5B | ||
| Q4 24 | $2.4B | $1.5B | ||
| Q3 24 | $2.4B | $1.5B | ||
| Q2 24 | $2.4B | $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 | $51.6M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $45.7M | $1.1M |
| 自由现金流率自由现金流/营收 | 19.6% | 0.5% |
| 资本支出强度资本支出/营收 | 2.5% | 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 | $99.4M | $70.1M |
8季度趋势，按日历期对齐
经营现金流MRCYROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $51.6M | $46.9M | ||
| Q3 25 | $2.2M | $28.9M | ||
| Q2 25 | $38.1M | $13.7M | ||
| Q1 25 | $30.0M | $11.7M | ||
| Q4 24 | $85.5M | $33.7M | ||
| Q3 24 | $-14.7M | $42.4M | ||
| Q2 24 | $71.8M | $22.9M |
自由现金流MRCYROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $45.7M | $42.2M | ||
| Q3 25 | $-4.4M | $21.2M | ||
| Q2 25 | $34.0M | $5.6M | ||
| Q1 25 | $24.1M | $2.1M | ||
| Q4 24 | $81.9M | $18.3M | ||
| Q3 24 | $-20.9M | $25.2M | ||
| Q2 24 | $61.4M | $8.8M |
自由现金流率MRCYROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 19.6% | 20.9% | ||
| Q3 25 | -1.9% | 9.8% | ||
| Q2 25 | 12.4% | 2.8% | ||
| Q1 25 | 11.4% | 1.1% | ||
| Q4 24 | 36.7% | 9.5% | ||
| Q3 24 | -10.2% | 12.0% | ||
| Q2 24 | 24.7% | 4.1% |
资本支出强度MRCYROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 2.5% | 2.3% | ||
| Q3 25 | 2.9% | 3.6% | ||
| Q2 25 | 1.5% | 4.0% | ||
| Q1 25 | 2.8% | 5.0% | ||
| Q4 24 | 1.6% | 8.0% | ||
| Q3 24 | 3.1% | 8.2% | ||
| Q2 24 | 4.2% | 6.6% |
现金转化率MRCYROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | 2.33× | — | ||
| 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
业务分部营收拆解
MRCY
| Airborne | $84.2M | 36% |
| Components | $48.7M | 21% |
| Other End Applications | $36.8M | 16% |
| Electronic Warfare | $27.5M | 12% |
| Other Sensor And Effector Applications | $23.9M | 10% |
| Space | $11.9M | 5% |
ROG
暂无分部数据
