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NOVANTA INC（NOVT）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
NOVANTA INC的季度营收约是ROGERS CORP的1.3倍（$258.3M vs $200.5M），NOVANTA INC净利率更高（6.8% vs 2.2%，领先4.5%），NOVANTA INC同比增速更快（8.5% vs 5.2%），NOVANTA INC自由现金流更多（$5.1M vs $1.1M），过去两年NOVANTA INC的营收复合增速更高（5.8% vs -3.3%）
Novanta Inc是一家全球技术供应商，主营高精度光子学、运动控制与机器视觉解决方案，核心服务领域覆盖医疗设备制造、先进工业自动化、机器人及生命科学行业，助力全球客户提升产品性能、推动技术创新。
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。
NOVT vs ROG — 直观对比
营收规模更大
NOVT
是对方的1.3倍
$200.5M
营收增速更快
NOVT
高出3.3%
5.2%
净利率更高
NOVT
高出4.5%
2.2%
自由现金流更多
NOVT
多$4.0M
$1.1M
两年增速更快
NOVT
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $258.3M | $200.5M |
| 净利润 | $17.5M | $4.5M |
| 毛利率 | 43.8% | 32.2% |
| 营业利润率 | 9.6% | — |
| 净利率 | 6.8% | 2.2% |
| 营收同比 | 8.5% | 5.2% |
| 净利润同比 | 6.1% | 421.4% |
| 每股收益（稀释后） | $0.46 | $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NOVTROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $258.3M | $201.5M | ||
| Q3 25 | $247.8M | $216.0M | ||
| Q2 25 | $241.0M | $202.8M | ||
| Q1 25 | $233.4M | $190.5M | ||
| Q4 24 | $238.1M | $192.2M | ||
| Q3 24 | $244.4M | $210.3M | ||
| Q2 24 | $235.9M | $214.2M |
净利润NOVTROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $17.5M | $4.6M | ||
| Q3 25 | $10.7M | $8.6M | ||
| Q2 25 | $4.5M | $-73.6M | ||
| Q1 25 | $21.2M | $-1.4M | ||
| Q4 24 | $16.5M | $-500.0K | ||
| Q3 24 | $19.2M | $10.7M | ||
| Q2 24 | $13.8M | $8.1M |
毛利率NOVTROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 43.8% | 31.5% | ||
| Q3 25 | 44.8% | 33.5% | ||
| Q2 25 | 44.3% | 31.6% | ||
| Q1 25 | 44.7% | 29.9% | ||
| Q4 24 | 45.5% | 32.1% | ||
| Q3 24 | 44.7% | 35.2% | ||
| Q2 24 | 44.0% | 34.1% |
营业利润率NOVTROG
| Q1 26 | — | — | ||
| Q4 25 | 9.6% | 3.5% | ||
| Q3 25 | 8.8% | 7.3% | ||
| Q2 25 | 6.2% | -33.3% | ||
| Q1 25 | 13.9% | -0.2% | ||
| Q4 24 | 11.2% | -6.6% | ||
| Q3 24 | 13.3% | 6.9% | ||
| Q2 24 | 10.9% | 5.3% |
净利率NOVTROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 6.8% | 2.3% | ||
| Q3 25 | 4.3% | 4.0% | ||
| Q2 25 | 1.9% | -36.3% | ||
| Q1 25 | 9.1% | -0.7% | ||
| Q4 24 | 6.9% | -0.3% | ||
| Q3 24 | 7.9% | 5.1% | ||
| Q2 24 | 5.8% | 3.8% |
每股收益（稀释后）NOVTROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.46 | $0.20 | ||
| Q3 25 | $0.30 | $0.48 | ||
| Q2 25 | $0.12 | $-4.00 | ||
| Q1 25 | $0.59 | $-0.08 | ||
| Q4 24 | $0.45 | $-0.04 | ||
| Q3 24 | $0.53 | $0.58 | ||
| Q2 24 | $0.38 | $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 | $380.9M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $1.2B |
| 总资产 | $1.8B | $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NOVTROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $380.9M | $197.0M | ||
| Q3 25 | $89.2M | $167.8M | ||
| Q2 25 | $109.9M | $157.2M | ||
| Q1 25 | $106.0M | $175.6M | ||
| Q4 24 | $114.0M | $159.8M | ||
| Q3 24 | $92.7M | $146.4M | ||
| Q2 24 | $98.5M | $119.9M |
股东权益NOVTROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.3B | $1.2B | ||
| Q3 25 | $801.5M | $1.2B | ||
| Q2 25 | $801.4M | $1.2B | ||
| Q1 25 | $769.8M | $1.3B | ||
| Q4 24 | $745.7M | $1.3B | ||
| Q3 24 | $742.2M | $1.3B | ||
| Q2 24 | $702.0M | $1.3B |
总资产NOVTROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.8B | $1.4B | ||
| Q3 25 | $1.5B | $1.4B | ||
| Q2 25 | $1.5B | $1.5B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $1.4B | $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 | $8.8M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $5.1M | $1.1M |
| 自由现金流率自由现金流/营收 | 2.0% | 0.5% |
| 资本支出强度资本支出/营收 | 1.4% | 2.3% |
| 现金转化率经营现金流/净利润 | 0.50× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $48.4M | $70.1M |
8季度趋势，按日历期对齐
经营现金流NOVTROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $8.8M | $46.9M | ||
| Q3 25 | $8.5M | $28.9M | ||
| Q2 25 | $15.1M | $13.7M | ||
| Q1 25 | $31.7M | $11.7M | ||
| Q4 24 | $61.6M | $33.7M | ||
| Q3 24 | $23.0M | $42.4M | ||
| Q2 24 | $41.1M | $22.9M |
自由现金流NOVTROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $5.1M | $42.2M | ||
| Q3 25 | $4.2M | $21.2M | ||
| Q2 25 | $11.7M | $5.6M | ||
| Q1 25 | $27.4M | $2.1M | ||
| Q4 24 | $59.3M | $18.3M | ||
| Q3 24 | $19.5M | $25.2M | ||
| Q2 24 | $36.2M | $8.8M |
自由现金流率NOVTROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 2.0% | 20.9% | ||
| Q3 25 | 1.7% | 9.8% | ||
| Q2 25 | 4.8% | 2.8% | ||
| Q1 25 | 11.7% | 1.1% | ||
| Q4 24 | 24.9% | 9.5% | ||
| Q3 24 | 8.0% | 12.0% | ||
| Q2 24 | 15.3% | 4.1% |
资本支出强度NOVTROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.4% | 2.3% | ||
| Q3 25 | 1.7% | 3.6% | ||
| Q2 25 | 1.4% | 4.0% | ||
| Q1 25 | 1.8% | 5.0% | ||
| Q4 24 | 0.9% | 8.0% | ||
| Q3 24 | 1.5% | 8.2% | ||
| Q2 24 | 2.1% | 6.6% |
现金转化率NOVTROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 0.50× | 10.20× | ||
| Q3 25 | 0.80× | 3.36× | ||
| Q2 25 | 3.35× | — | ||
| Q1 25 | 1.49× | — | ||
| Q4 24 | 3.74× | — | ||
| Q3 24 | 1.20× | 3.96× | ||
| Q2 24 | 2.99× | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
