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网件（NTGR）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的季度营收约是网件的1.1倍（$200.5M vs $182.5M），ROGERS CORP同比增速更快（5.2% vs 0.0%），网件自由现金流更多（$13.6M vs $1.1M），过去两年网件的营收复合增速更高（5.3% vs -3.3%）
网件是总部位于美国加利福尼亚州圣何塞的计算机网络设备企业，在全球约22个国家设有分支机构，面向个人消费者、企业及服务提供商研发生产各类网络硬件，业务分为零售、商业客户、服务供应商三大板块。
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。
NTGR vs ROG — 直观对比
营收规模更大
ROG
是对方的1.1倍
$182.5M
营收增速更快
ROG
高出5.2%
0.0%
自由现金流更多
NTGR
多$12.5M
$1.1M
两年增速更快
NTGR
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $182.5M | $200.5M |
| 净利润 | — | $4.5M |
| 毛利率 | 40.4% | 32.2% |
| 营业利润率 | -2.6% | — |
| 净利率 | — | 2.2% |
| 营收同比 | 0.0% | 5.2% |
| 净利润同比 | — | 421.4% |
| 每股收益（稀释后） | $-0.03 | $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NTGRROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $182.5M | $201.5M | ||
| Q3 25 | $184.6M | $216.0M | ||
| Q2 25 | $170.5M | $202.8M | ||
| Q1 25 | $162.1M | $190.5M | ||
| Q4 24 | $182.4M | $192.2M | ||
| Q3 24 | $182.9M | $210.3M | ||
| Q2 24 | $143.9M | $214.2M |
净利润NTGRROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | — | $4.6M | ||
| Q3 25 | $-4.8M | $8.6M | ||
| Q2 25 | $-6.4M | $-73.6M | ||
| Q1 25 | $-6.0M | $-1.4M | ||
| Q4 24 | $-8.9M | $-500.0K | ||
| Q3 24 | $85.1M | $10.7M | ||
| Q2 24 | $-45.2M | $8.1M |
毛利率NTGRROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 40.4% | 31.5% | ||
| Q3 25 | 39.1% | 33.5% | ||
| Q2 25 | 37.5% | 31.6% | ||
| Q1 25 | 34.8% | 29.9% | ||
| Q4 24 | 32.6% | 32.1% | ||
| Q3 24 | 30.9% | 35.2% | ||
| Q2 24 | 22.1% | 34.1% |
营业利润率NTGRROG
| Q1 26 | — | — | ||
| Q4 25 | -2.6% | 3.5% | ||
| Q3 25 | -3.8% | 7.3% | ||
| Q2 25 | -5.6% | -33.3% | ||
| Q1 25 | -7.9% | -0.2% | ||
| Q4 24 | -8.3% | -6.6% | ||
| Q3 24 | 52.4% | 6.9% | ||
| Q2 24 | -32.6% | 5.3% |
净利率NTGRROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | -2.6% | 4.0% | ||
| Q2 25 | -3.8% | -36.3% | ||
| Q1 25 | -3.7% | -0.7% | ||
| Q4 24 | -4.9% | -0.3% | ||
| Q3 24 | 46.5% | 5.1% | ||
| Q2 24 | -31.4% | 3.8% |
每股收益（稀释后）NTGRROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.03 | $0.20 | ||
| Q3 25 | $-0.17 | $0.48 | ||
| Q2 25 | $-0.22 | $-4.00 | ||
| Q1 25 | $-0.21 | $-0.08 | ||
| Q4 24 | $-0.29 | $-0.04 | ||
| Q3 24 | $2.90 | $0.58 | ||
| Q2 24 | $-1.56 | $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 | $323.0M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $497.8M | $1.2B |
| 总资产 | $836.3M | $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NTGRROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $323.0M | $197.0M | ||
| Q3 25 | $326.4M | $167.8M | ||
| Q2 25 | $363.5M | $157.2M | ||
| Q1 25 | $391.9M | $175.6M | ||
| Q4 24 | $408.7M | $159.8M | ||
| Q3 24 | $395.7M | $146.4M | ||
| Q2 24 | $294.3M | $119.9M |
股东权益NTGRROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $497.8M | $1.2B | ||
| Q3 25 | $506.8M | $1.2B | ||
| Q2 25 | $523.2M | $1.2B | ||
| Q1 25 | $534.2M | $1.3B | ||
| Q4 24 | $541.1M | $1.3B | ||
| Q3 24 | $550.3M | $1.3B | ||
| Q2 24 | $459.4M | $1.3B |
总资产NTGRROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $836.3M | $1.4B | ||
| Q3 25 | $810.8M | $1.4B | ||
| Q2 25 | $803.5M | $1.5B | ||
| Q1 25 | $814.2M | $1.5B | ||
| Q4 24 | $850.2M | $1.5B | ||
| Q3 24 | $862.6M | $1.5B | ||
| Q2 24 | $754.1M | $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 | $19.5M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $13.6M | $1.1M |
| 自由现金流率自由现金流/营收 | 7.5% | 0.5% |
| 资本支出强度资本支出/营收 | 3.2% | 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 | $-18.9M | $70.1M |
8季度趋势，按日历期对齐
经营现金流NTGRROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $19.5M | $46.9M | ||
| Q3 25 | $-7.4M | $28.9M | ||
| Q2 25 | $-1.8M | $13.7M | ||
| Q1 25 | $-8.7M | $11.7M | ||
| Q4 24 | $21.5M | $33.7M | ||
| Q3 24 | $107.7M | $42.4M | ||
| Q2 24 | $18.4M | $22.9M |
自由现金流NTGRROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $13.6M | $42.2M | ||
| Q3 25 | $-17.1M | $21.2M | ||
| Q2 25 | $-5.3M | $5.6M | ||
| Q1 25 | $-10.1M | $2.1M | ||
| Q4 24 | $19.0M | $18.3M | ||
| Q3 24 | $106.0M | $25.2M | ||
| Q2 24 | $16.1M | $8.8M |
自由现金流率NTGRROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 7.5% | 20.9% | ||
| Q3 25 | -9.3% | 9.8% | ||
| Q2 25 | -3.1% | 2.8% | ||
| Q1 25 | -6.3% | 1.1% | ||
| Q4 24 | 10.4% | 9.5% | ||
| Q3 24 | 58.0% | 12.0% | ||
| Q2 24 | 11.2% | 4.1% |
资本支出强度NTGRROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 3.2% | 2.3% | ||
| Q3 25 | 5.3% | 3.6% | ||
| Q2 25 | 2.1% | 4.0% | ||
| Q1 25 | 0.9% | 5.0% | ||
| Q4 24 | 1.4% | 8.0% | ||
| Q3 24 | 0.9% | 8.2% | ||
| Q2 24 | 1.6% | 6.6% |
现金转化率NTGRROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.27× | 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
业务分部营收拆解
NTGR
| Other | $93.4M | 51% |
| Sales Channel Directly To Consumer | $89.1M | 49% |
ROG
暂无分部数据
