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MAXLINEAR, INC(MXL)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MAXLINEAR, INC的1.5倍($200.5M vs $137.2M),ROGERS CORP净利率更高(2.2% vs -32.9%,领先35.1%),MAXLINEAR, INC同比增速更快(43.0% vs 5.2%),过去两年MAXLINEAR, INC的营收复合增速更高(22.1% vs -3.3%)
MaxLinear是一家美国电子硬件企业,成立于2003年,专注于为宽带通信领域提供高集成度射频模拟与混合信号半导体产品,目前于纽约证券交易所上市。
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。
MXL vs ROG — 直观对比
营收规模更大
ROG
是对方的1.5倍
$137.2M
营收增速更快
MXL
高出37.8%
5.2%
净利率更高
ROG
高出35.1%
-32.9%
两年增速更快
MXL
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $137.2M | $200.5M |
| 净利润 | $-45.1M | $4.5M |
| 毛利率 | 57.5% | 32.2% |
| 营业利润率 | 30.0% | — |
| 净利率 | -32.9% | 2.2% |
| 营收同比 | 43.0% | 5.2% |
| 净利润同比 | -203.0% | 421.4% |
| 每股收益(稀释后) | $-0.52 | $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
MXL
ROG
| Q1 26 | $137.2M | $200.5M | ||
| Q4 25 | $136.4M | $201.5M | ||
| Q3 25 | $126.5M | $216.0M | ||
| Q2 25 | $108.8M | $202.8M | ||
| Q1 25 | $95.9M | $190.5M | ||
| Q4 24 | $92.2M | $192.2M | ||
| Q3 24 | $81.1M | $210.3M | ||
| Q2 24 | $92.0M | $214.2M |
净利润
MXL
ROG
| Q1 26 | $-45.1M | $4.5M | ||
| Q4 25 | $-14.9M | $4.6M | ||
| Q3 25 | $-45.5M | $8.6M | ||
| Q2 25 | $-26.6M | $-73.6M | ||
| Q1 25 | $-49.7M | $-1.4M | ||
| Q4 24 | $-57.8M | $-500.0K | ||
| Q3 24 | $-75.8M | $10.7M | ||
| Q2 24 | $-39.3M | $8.1M |
毛利率
MXL
ROG
| Q1 26 | 57.5% | 32.2% | ||
| Q4 25 | 57.6% | 31.5% | ||
| Q3 25 | 56.9% | 33.5% | ||
| Q2 25 | 56.5% | 31.6% | ||
| Q1 25 | 56.1% | 29.9% | ||
| Q4 24 | 55.6% | 32.1% | ||
| Q3 24 | 54.4% | 35.2% | ||
| Q2 24 | 54.6% | 34.1% |
营业利润率
MXL
ROG
| Q1 26 | 30.0% | — | ||
| Q4 25 | -10.9% | 3.5% | ||
| Q3 25 | -32.7% | 7.3% | ||
| Q2 25 | -22.6% | -33.3% | ||
| Q1 25 | -48.0% | -0.2% | ||
| Q4 24 | -44.7% | -6.6% | ||
| Q3 24 | -82.3% | 6.9% | ||
| Q2 24 | -44.4% | 5.3% |
净利率
MXL
ROG
| Q1 26 | -32.9% | 2.2% | ||
| Q4 25 | -10.9% | 2.3% | ||
| Q3 25 | -36.0% | 4.0% | ||
| Q2 25 | -24.4% | -36.3% | ||
| Q1 25 | -51.8% | -0.7% | ||
| Q4 24 | -62.8% | -0.3% | ||
| Q3 24 | -93.4% | 5.1% | ||
| Q2 24 | -42.7% | 3.8% |
每股收益(稀释后)
MXL
ROG
| Q1 26 | $-0.52 | $0.25 | ||
| Q4 25 | $-0.17 | $0.20 | ||
| Q3 25 | $-0.52 | $0.48 | ||
| Q2 25 | $-0.31 | $-4.00 | ||
| Q1 25 | $-0.58 | $-0.08 | ||
| Q4 24 | $-0.68 | $-0.04 | ||
| Q3 24 | $-0.90 | $0.58 | ||
| Q2 24 | $-0.47 | $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 | $61.1M | $195.8M |
| 总债务越低越好 | $123.8M | — |
| 股东权益账面价值 | $454.2M | $1.2B |
| 总资产 | $771.3M | $1.4B |
| 负债/权益比越低杠杆越低 | 0.27× | — |
8季度趋势,按日历期对齐
现金及短期投资
MXL
ROG
| Q1 26 | $61.1M | $195.8M | ||
| Q4 25 | $72.8M | $197.0M | ||
| Q3 25 | $111.9M | $167.8M | ||
| Q2 25 | $108.6M | $157.2M | ||
| Q1 25 | $102.8M | $175.6M | ||
| Q4 24 | $118.6M | $159.8M | ||
| Q3 24 | $148.5M | $146.4M | ||
| Q2 24 | $185.1M | $119.9M |
总债务
MXL
ROG
| Q1 26 | $123.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
MXL
ROG
| Q1 26 | $454.2M | $1.2B | ||
| Q4 25 | $451.9M | $1.2B | ||
| Q3 25 | $464.7M | $1.2B | ||
| Q2 25 | $488.3M | $1.2B | ||
| Q1 25 | $493.2M | $1.3B | ||
| Q4 24 | $516.3M | $1.3B | ||
| Q3 24 | $556.9M | $1.3B | ||
| Q2 24 | $617.3M | $1.3B |
总资产
MXL
ROG
| Q1 26 | $771.3M | $1.4B | ||
| Q4 25 | $796.4M | $1.4B | ||
| Q3 25 | $808.1M | $1.4B | ||
| Q2 25 | $863.7M | $1.5B | ||
| Q1 25 | $855.3M | $1.5B | ||
| Q4 24 | $864.6M | $1.5B | ||
| Q3 24 | $895.3M | $1.5B | ||
| Q2 24 | $973.2M | $1.5B |
负债/权益比
MXL
ROG
| Q1 26 | 0.27× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
MXL
ROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $10.4M | $46.9M | ||
| Q3 25 | $10.1M | $28.9M | ||
| Q2 25 | $10.5M | $13.7M | ||
| Q1 25 | $-11.4M | $11.7M | ||
| Q4 24 | $-27.8M | $33.7M | ||
| Q3 24 | $-30.7M | $42.4M | ||
| Q2 24 | $-2.7M | $22.9M |
自由现金流
MXL
ROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $6.7M | $42.2M | ||
| Q3 25 | $4.4M | $21.2M | ||
| Q2 25 | $9.3M | $5.6M | ||
| Q1 25 | $-13.4M | $2.1M | ||
| Q4 24 | $-30.0M | $18.3M | ||
| Q3 24 | $-34.9M | $25.2M | ||
| Q2 24 | $-5.7M | $8.8M |
自由现金流率
MXL
ROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 4.9% | 20.9% | ||
| Q3 25 | 3.5% | 9.8% | ||
| Q2 25 | 8.6% | 2.8% | ||
| Q1 25 | -14.0% | 1.1% | ||
| Q4 24 | -32.6% | 9.5% | ||
| Q3 24 | -43.0% | 12.0% | ||
| Q2 24 | -6.2% | 4.1% |
资本支出强度
MXL
ROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 2.7% | 2.3% | ||
| Q3 25 | 4.5% | 3.6% | ||
| Q2 25 | 1.1% | 4.0% | ||
| Q1 25 | 2.1% | 5.0% | ||
| Q4 24 | 2.4% | 8.0% | ||
| Q3 24 | 5.1% | 8.2% | ||
| Q2 24 | 3.3% | 6.6% |
现金转化率
MXL
ROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| 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