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MGIC INVESTMENT CORP（MTG）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
MGIC INVESTMENT CORP的季度营收约是ROGERS CORP的1.5倍（$297.1M vs $200.5M），MGIC INVESTMENT CORP净利率更高（55.6% vs 2.2%，领先53.4%），ROGERS CORP同比增速更快（5.2% vs -3.0%），过去两年MGIC INVESTMENT CORP的营收复合增速更高（-1.4% vs -3.3%）
MGIC投资集团（纽交所代码：MTG）是美国专业的私人抵押贷款保险服务商，总部位于威斯康星州密尔沃基市，主要为美国本土住房抵押贷款业务提供保险解决方案，帮助贷款机构管控信用风险，助力普通消费者顺利获得购房贷款支持。
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。
MTG vs ROG — 直观对比
营收规模更大
MTG
是对方的1.5倍
$200.5M
营收增速更快
ROG
高出8.2%
-3.0%
净利率更高
MTG
高出53.4%
2.2%
两年增速更快
MTG
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $297.1M | $200.5M |
| 净利润 | $165.3M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | — | — |
| 净利率 | 55.6% | 2.2% |
| 营收同比 | -3.0% | 5.2% |
| 净利润同比 | -10.9% | 421.4% |
| 每股收益（稀释后） | $0.76 | $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MTGROG
| Q1 26 | $297.1M | $200.5M | ||
| Q4 25 | $298.7M | $201.5M | ||
| Q3 25 | $304.5M | $216.0M | ||
| Q2 25 | $304.2M | $202.8M | ||
| Q1 25 | $306.2M | $190.5M | ||
| Q4 24 | $301.4M | $192.2M | ||
| Q3 24 | $306.6M | $210.3M | ||
| Q2 24 | $305.3M | $214.2M |
净利润MTGROG
| Q1 26 | $165.3M | $4.5M | ||
| Q4 25 | $169.3M | $4.6M | ||
| Q3 25 | $191.1M | $8.6M | ||
| Q2 25 | $192.5M | $-73.6M | ||
| Q1 25 | $185.5M | $-1.4M | ||
| Q4 24 | $184.7M | $-500.0K | ||
| Q3 24 | $200.0M | $10.7M | ||
| Q2 24 | $204.2M | $8.1M |
毛利率MTGROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
营业利润率MTGROG
| Q1 26 | — | — | ||
| Q4 25 | 71.2% | 3.5% | ||
| Q3 25 | 77.2% | 7.3% | ||
| Q2 25 | 80.9% | -33.3% | ||
| Q1 25 | 76.6% | -0.2% | ||
| Q4 24 | 77.9% | -6.6% | ||
| Q3 24 | 82.9% | 6.9% | ||
| Q2 24 | 85.1% | 5.3% |
净利率MTGROG
| Q1 26 | 55.6% | 2.2% | ||
| Q4 25 | 56.7% | 2.3% | ||
| Q3 25 | 62.8% | 4.0% | ||
| Q2 25 | 63.3% | -36.3% | ||
| Q1 25 | 60.6% | -0.7% | ||
| Q4 24 | 61.3% | -0.3% | ||
| Q3 24 | 65.2% | 5.1% | ||
| Q2 24 | 66.9% | 3.8% |
每股收益（稀释后）MTGROG
| Q1 26 | $0.76 | $0.25 | ||
| Q4 25 | $0.75 | $0.20 | ||
| Q3 25 | $0.83 | $0.48 | ||
| Q2 25 | $0.81 | $-4.00 | ||
| Q1 25 | $0.75 | $-0.08 | ||
| Q4 24 | $0.71 | $-0.04 | ||
| Q3 24 | $0.77 | $0.58 | ||
| Q2 24 | $0.77 | $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 | $235.1M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $1.2B |
| 总资产 | $6.4B | $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MTGROG
| Q1 26 | $235.1M | $195.8M | ||
| Q4 25 | $369.0M | $197.0M | ||
| Q3 25 | $266.9M | $167.8M | ||
| Q2 25 | $294.9M | $157.2M | ||
| Q1 25 | $207.0M | $175.6M | ||
| Q4 24 | $229.5M | $159.8M | ||
| Q3 24 | $288.6M | $146.4M | ||
| Q2 24 | $281.8M | $119.9M |
股东权益MTGROG
| Q1 26 | $5.0B | $1.2B | ||
| Q4 25 | $5.1B | $1.2B | ||
| Q3 25 | $5.2B | $1.2B | ||
| Q2 25 | $5.2B | $1.2B | ||
| Q1 25 | $5.1B | $1.3B | ||
| Q4 24 | $5.2B | $1.3B | ||
| Q3 24 | $5.3B | $1.3B | ||
| Q2 24 | $5.1B | $1.3B |
总资产MTGROG
| Q1 26 | $6.4B | $1.4B | ||
| Q4 25 | $6.6B | $1.4B | ||
| Q3 25 | $6.6B | $1.4B | ||
| Q2 25 | $6.5B | $1.5B | ||
| Q1 25 | $6.5B | $1.5B | ||
| Q4 24 | $6.5B | $1.5B | ||
| Q3 24 | $6.7B | $1.5B | ||
| Q2 24 | $6.5B | $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 | — | $1.1M |
| 自由现金流率自由现金流/营收 | — | 0.5% |
| 资本支出强度资本支出/营收 | — | 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 | — | $70.1M |
8季度趋势，按日历期对齐
经营现金流MTGROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $230.8M | $46.9M | ||
| Q3 25 | $215.4M | $28.9M | ||
| Q2 25 | $183.0M | $13.7M | ||
| Q1 25 | $223.7M | $11.7M | ||
| Q4 24 | $182.4M | $33.7M | ||
| Q3 24 | $182.9M | $42.4M | ||
| Q2 24 | $169.2M | $22.9M |
自由现金流MTGROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $230.2M | $42.2M | ||
| Q3 25 | $215.1M | $21.2M | ||
| Q2 25 | $183.0M | $5.6M | ||
| Q1 25 | $223.5M | $2.1M | ||
| Q4 24 | $181.9M | $18.3M | ||
| Q3 24 | $182.5M | $25.2M | ||
| Q2 24 | $169.0M | $8.8M |
自由现金流率MTGROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 77.1% | 20.9% | ||
| Q3 25 | 70.6% | 9.8% | ||
| Q2 25 | 60.1% | 2.8% | ||
| Q1 25 | 73.0% | 1.1% | ||
| Q4 24 | 60.3% | 9.5% | ||
| Q3 24 | 59.5% | 12.0% | ||
| Q2 24 | 55.3% | 4.1% |
资本支出强度MTGROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.2% | 2.3% | ||
| Q3 25 | 0.1% | 3.6% | ||
| Q2 25 | 0.0% | 4.0% | ||
| Q1 25 | 0.0% | 5.0% | ||
| Q4 24 | 0.2% | 8.0% | ||
| Q3 24 | 0.1% | 8.2% | ||
| Q2 24 | 0.1% | 6.6% |
现金转化率MTGROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 1.36× | 10.20× | ||
| Q3 25 | 1.13× | 3.36× | ||
| Q2 25 | 0.95× | — | ||
| Q1 25 | 1.21× | — | ||
| Q4 24 | 0.99× | — | ||
| Q3 24 | 0.91× | 3.96× | ||
| Q2 24 | 0.83× | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
