vs
National Storage Affiliates Trust（NSA）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National Storage Affiliates Trust的1.1倍（$200.5M vs $187.0M），National Storage Affiliates Trust净利率更高（12.2% vs 2.2%，领先10.0%），ROGERS CORP同比增速更快（5.2% vs -1.6%），National Storage Affiliates Trust自由现金流更多（$299.8M vs $1.1M），过去两年National Storage Affiliates Trust的营收复合增速更高（-2.4% vs -3.3%）
National Storage Affiliates Trust是一家总部位于美国的房地产投资信托，专注于自助仓储资产，在美国数十个州持有、运营及收购自助仓储设施，为居民和商业客户提供安全的存储服务。
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。
NSA vs ROG — 直观对比
营收规模更大
ROG
是对方的1.1倍
$187.0M
营收增速更快
ROG
高出6.9%
-1.6%
净利率更高
NSA
高出10.0%
2.2%
自由现金流更多
NSA
多$298.7M
$1.1M
两年增速更快
NSA
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $187.0M | $200.5M |
| 净利润 | $22.9M | $4.5M |
| 毛利率 | 72.5% | 32.2% |
| 营业利润率 | 20.2% | — |
| 净利率 | 12.2% | 2.2% |
| 营收同比 | -1.6% | 5.2% |
| 净利润同比 | 36.8% | 421.4% |
| 每股收益（稀释后） | $0.23 | $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NSAROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $187.0M | $201.5M | ||
| Q3 25 | $188.7M | $216.0M | ||
| Q2 25 | $188.8M | $202.8M | ||
| Q1 25 | $188.4M | $190.5M | ||
| Q4 24 | $190.1M | $192.2M | ||
| Q3 24 | $193.6M | $210.3M | ||
| Q2 24 | $190.4M | $214.2M |
净利润NSAROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $22.9M | $4.6M | ||
| Q3 25 | $18.4M | $8.6M | ||
| Q2 25 | $19.5M | $-73.6M | ||
| Q1 25 | $13.0M | $-1.4M | ||
| Q4 24 | $16.7M | $-500.0K | ||
| Q3 24 | $18.7M | $10.7M | ||
| Q2 24 | $17.1M | $8.1M |
毛利率NSAROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 72.5% | 31.5% | ||
| Q3 25 | 70.7% | 33.5% | ||
| Q2 25 | 70.5% | 31.6% | ||
| Q1 25 | 70.7% | 29.9% | ||
| Q4 24 | 72.5% | 32.1% | ||
| Q3 24 | 72.8% | 35.2% | ||
| Q2 24 | 72.6% | 34.1% |
营业利润率NSAROG
| Q1 26 | — | — | ||
| Q4 25 | 20.2% | 3.5% | ||
| Q3 25 | 15.8% | 7.3% | ||
| Q2 25 | 16.5% | -33.3% | ||
| Q1 25 | 11.0% | -0.2% | ||
| Q4 24 | 14.5% | -6.6% | ||
| Q3 24 | 15.8% | 6.9% | ||
| Q2 24 | 17.2% | 5.3% |
净利率NSAROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 12.2% | 2.3% | ||
| Q3 25 | 9.8% | 4.0% | ||
| Q2 25 | 10.3% | -36.3% | ||
| Q1 25 | 6.9% | -0.7% | ||
| Q4 24 | 8.8% | -0.3% | ||
| Q3 24 | 9.7% | 5.1% | ||
| Q2 24 | 9.0% | 3.8% |
每股收益（稀释后）NSAROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.23 | $0.20 | ||
| Q3 25 | $0.17 | $0.48 | ||
| Q2 25 | $0.19 | $-4.00 | ||
| Q1 25 | $0.10 | $-0.08 | ||
| Q4 24 | $0.19 | $-0.04 | ||
| Q3 24 | $0.18 | $0.58 | ||
| Q2 24 | $0.16 | $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 | $23.3M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $946.0M | $1.2B |
| 总资产 | $5.1B | $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NSAROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $23.3M | $197.0M | ||
| Q3 25 | $26.3M | $167.8M | ||
| Q2 25 | $26.1M | $157.2M | ||
| Q1 25 | $19.3M | $175.6M | ||
| Q4 24 | $50.4M | $159.8M | ||
| Q3 24 | $69.9M | $146.4M | ||
| Q2 24 | $59.0M | $119.9M |
股东权益NSAROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $946.0M | $1.2B | ||
| Q3 25 | $973.1M | $1.2B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $986.9M | $1.3B | ||
| Q2 24 | $1.2B | $1.3B |
总资产NSAROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $5.1B | $1.4B | ||
| Q3 25 | $5.1B | $1.4B | ||
| Q2 25 | $5.2B | $1.5B | ||
| Q1 25 | $5.3B | $1.5B | ||
| Q4 24 | $5.4B | $1.5B | ||
| Q3 24 | $5.4B | $1.5B | ||
| Q2 24 | $5.3B | $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 | $338.5M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $299.8M | $1.1M |
| 自由现金流率自由现金流/营收 | 160.3% | 0.5% |
| 资本支出强度资本支出/营收 | 20.7% | 2.3% |
| 现金转化率经营现金流/净利润 | 14.79× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $541.5M | $70.1M |
8季度趋势，按日历期对齐
经营现金流NSAROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $338.5M | $46.9M | ||
| Q3 25 | $100.2M | $28.9M | ||
| Q2 25 | $79.9M | $13.7M | ||
| Q1 25 | $85.6M | $11.7M | ||
| Q4 24 | $363.1M | $33.7M | ||
| Q3 24 | $105.7M | $42.4M | ||
| Q2 24 | $83.2M | $22.9M |
自由现金流NSAROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $299.8M | $42.2M | ||
| Q3 25 | $88.0M | $21.2M | ||
| Q2 25 | $73.8M | $5.6M | ||
| Q1 25 | $79.9M | $2.1M | ||
| Q4 24 | $344.4M | $18.3M | ||
| Q3 24 | $101.8M | $25.2M | ||
| Q2 24 | $79.5M | $8.8M |
自由现金流率NSAROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 160.3% | 20.9% | ||
| Q3 25 | 46.6% | 9.8% | ||
| Q2 25 | 39.1% | 2.8% | ||
| Q1 25 | 42.4% | 1.1% | ||
| Q4 24 | 181.2% | 9.5% | ||
| Q3 24 | 52.6% | 12.0% | ||
| Q2 24 | 41.7% | 4.1% |
资本支出强度NSAROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 20.7% | 2.3% | ||
| Q3 25 | 6.5% | 3.6% | ||
| Q2 25 | 3.2% | 4.0% | ||
| Q1 25 | 3.0% | 5.0% | ||
| Q4 24 | 9.8% | 8.0% | ||
| Q3 24 | 2.0% | 8.2% | ||
| Q2 24 | 1.9% | 6.6% |
现金转化率NSAROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 14.79× | 10.20× | ||
| Q3 25 | 5.44× | 3.36× | ||
| Q2 25 | 4.10× | — | ||
| Q1 25 | 6.59× | — | ||
| Q4 24 | 21.70× | — | ||
| Q3 24 | 5.65× | 3.96× | ||
| Q2 24 | 4.88× | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
