vs
New Fortress Energy Inc.（NFE）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
New Fortress Energy Inc.的季度营收约是ROGERS CORP的1.6倍（$326.2M vs $200.5M），ROGERS CORP净利率更高（2.2% vs -259.7%，领先261.9%），ROGERS CORP同比增速更快（5.2% vs -7.0%），ROGERS CORP自由现金流更多（$1.1M vs $-134.8M），过去两年ROGERS CORP的营收复合增速更高（-3.3% vs -26.8%）
New Fortress Energy Inc.是一家全球能源基础设施企业，主要开发、持有并运营液化天然气进出口终端、天然气供应网络及低碳能源项目，服务美洲、加勒比地区客户，致力于提供低成本、低排放的能源解决方案。
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。
NFE vs ROG — 直观对比
营收规模更大
NFE
是对方的1.6倍
$200.5M
营收增速更快
ROG
高出12.2%
-7.0%
净利率更高
ROG
高出261.9%
-259.7%
自由现金流更多
ROG
多$135.9M
$-134.8M
两年增速更快
ROG
近两年复合增速
-26.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $326.2M | $200.5M |
| 净利润 | $-847.1M | $4.5M |
| 毛利率 | 35.5% | 32.2% |
| 营业利润率 | -193.0% | — |
| 净利率 | -259.7% | 2.2% |
| 营收同比 | -7.0% | 5.2% |
| 净利润同比 | -277.4% | 421.4% |
| 每股收益（稀释后） | $-3.03 | $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NFEROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $326.2M | $201.5M | ||
| Q3 25 | $240.3M | $216.0M | ||
| Q2 25 | $228.1M | $202.8M | ||
| Q1 25 | $384.9M | $190.5M | ||
| Q4 24 | $350.7M | $192.2M | ||
| Q3 24 | $446.0M | $210.3M | ||
| Q2 24 | $291.2M | $214.2M |
净利润NFEROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-847.1M | $4.6M | ||
| Q3 25 | $-263.0M | $8.6M | ||
| Q2 25 | $-546.5M | $-73.6M | ||
| Q1 25 | $-175.4M | $-1.4M | ||
| Q4 24 | $-224.4M | $-500.0K | ||
| Q3 24 | $9.3M | $10.7M | ||
| Q2 24 | $-88.9M | $8.1M |
毛利率NFEROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 35.5% | 31.5% | ||
| Q3 25 | 18.1% | 33.5% | ||
| Q2 25 | 8.4% | 31.6% | ||
| Q1 25 | 21.4% | 29.9% | ||
| Q4 24 | 17.6% | 32.1% | ||
| Q3 24 | 27.1% | 35.2% | ||
| Q2 24 | 23.8% | 34.1% |
营业利润率NFEROG
| Q1 26 | — | — | ||
| Q4 25 | -193.0% | 3.5% | ||
| Q3 25 | -37.4% | 7.3% | ||
| Q2 25 | -170.3% | -33.3% | ||
| Q1 25 | -3.3% | -0.2% | ||
| Q4 24 | 65.0% | -6.6% | ||
| Q3 24 | 17.8% | 6.9% | ||
| Q2 24 | 12.3% | 5.3% |
净利率NFEROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -259.7% | 2.3% | ||
| Q3 25 | -109.4% | 4.0% | ||
| Q2 25 | -239.6% | -36.3% | ||
| Q1 25 | -45.6% | -0.7% | ||
| Q4 24 | -64.0% | -0.3% | ||
| Q3 24 | 2.1% | 5.1% | ||
| Q2 24 | -30.5% | 3.8% |
每股收益（稀释后）NFEROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-3.03 | $0.20 | ||
| Q3 25 | $-0.96 | $0.48 | ||
| Q2 25 | $-1.99 | $-4.00 | ||
| Q1 25 | $-0.65 | $-0.08 | ||
| Q4 24 | $-1.10 | $-0.04 | ||
| Q3 24 | $0.03 | $0.58 | ||
| Q2 24 | $-0.42 | $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 | $226.5M | $195.8M |
| 总债务越低越好 | $8.2B | — |
| 股东权益账面价值 | $182.6M | $1.2B |
| 总资产 | $10.6B | $1.4B |
| 负债/权益比越低杠杆越低 | 44.78× | — |
8季度趋势，按日历期对齐
现金及短期投资NFEROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $226.5M | $197.0M | ||
| Q3 25 | $145.2M | $167.8M | ||
| Q2 25 | $551.1M | $157.2M | ||
| Q1 25 | $447.9M | $175.6M | ||
| Q4 24 | $492.9M | $159.8M | ||
| Q3 24 | $90.8M | $146.4M | ||
| Q2 24 | $133.0M | $119.9M |
总债务NFEROG
| Q1 26 | — | — | ||
| Q4 25 | $8.2B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $8.9B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益NFEROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $182.6M | $1.2B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.8B | $1.3B | ||
| Q4 24 | $1.9B | $1.3B | ||
| Q3 24 | $1.6B | $1.3B | ||
| Q2 24 | $1.6B | $1.3B |
总资产NFEROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $10.6B | $1.4B | ||
| Q3 25 | $12.0B | $1.4B | ||
| Q2 25 | $12.0B | $1.5B | ||
| Q1 25 | $13.1B | $1.5B | ||
| Q4 24 | $12.9B | $1.5B | ||
| Q3 24 | $12.0B | $1.5B | ||
| Q2 24 | $11.4B | $1.5B |
负债/权益比NFEROG
| Q1 26 | — | — | ||
| Q4 25 | 44.78× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 4.74× | — | ||
| 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 | $-76.2M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-134.8M | $1.1M |
| 自由现金流率自由现金流/营收 | -41.3% | 0.5% |
| 资本支出强度资本支出/营收 | 18.0% | 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 | $-1.4B | $70.1M |
8季度趋势，按日历期对齐
经营现金流NFEROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-76.2M | $46.9M | ||
| Q3 25 | $-171.0M | $28.9M | ||
| Q2 25 | $-329.0M | $13.7M | ||
| Q1 25 | $-7.2M | $11.7M | ||
| Q4 24 | $445.3M | $33.7M | ||
| Q3 24 | $-20.0M | $42.4M | ||
| Q2 24 | $113.9M | $22.9M |
自由现金流NFEROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-134.8M | $42.2M | ||
| Q3 25 | $-231.6M | $21.2M | ||
| Q2 25 | $-726.7M | $5.6M | ||
| Q1 25 | $-262.3M | $2.1M | ||
| Q4 24 | $-210.3M | $18.3M | ||
| Q3 24 | $-367.0M | $25.2M | ||
| Q2 24 | $-493.2M | $8.8M |
自由现金流率NFEROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | -41.3% | 20.9% | ||
| Q3 25 | -96.4% | 9.8% | ||
| Q2 25 | -318.6% | 2.8% | ||
| Q1 25 | -68.2% | 1.1% | ||
| Q4 24 | -60.0% | 9.5% | ||
| Q3 24 | -82.3% | 12.0% | ||
| Q2 24 | -169.3% | 4.1% |
资本支出强度NFEROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 18.0% | 2.3% | ||
| Q3 25 | 25.2% | 3.6% | ||
| Q2 25 | 174.4% | 4.0% | ||
| Q1 25 | 66.3% | 5.0% | ||
| Q4 24 | 187.0% | 8.0% | ||
| Q3 24 | 77.8% | 8.2% | ||
| Q2 24 | 208.4% | 6.6% |
现金转化率NFEROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -2.15× | 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
