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NovoCure Ltd（NVCR）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NovoCure Ltd的1.2倍（$200.5M vs $174.1M），ROGERS CORP净利率更高（2.2% vs -40.9%，领先43.1%），NovoCure Ltd同比增速更快（12.3% vs 5.2%），过去两年NovoCure Ltd的营收复合增速更高（7.6% vs -3.3%）
NovoCure Ltd是一家全球肿瘤医疗企业，专注研发肿瘤治疗电场（TTFields）技术，推出可穿戴非侵入式癌症治疗设备，已获批用于胶质母细胞瘤、恶性胸膜间皮瘤、非小细胞肺癌等多个癌种，业务覆盖北美、欧洲及亚太地区。
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。
NVCR vs ROG — 直观对比
营收规模更大
ROG
是对方的1.2倍
$174.1M
营收增速更快
NVCR
高出7.0%
5.2%
净利率更高
ROG
高出43.1%
-40.9%
两年增速更快
NVCR
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $174.1M | $200.5M |
| 净利润 | $-71.1M | $4.5M |
| 毛利率 | 77.6% | 32.2% |
| 营业利润率 | — | — |
| 净利率 | -40.9% | 2.2% |
| 营收同比 | 12.3% | 5.2% |
| 净利润同比 | -107.3% | 421.4% |
| 每股收益（稀释后） | — | $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NVCRROG
| Q1 26 | $174.1M | $200.5M | ||
| Q4 25 | $174.3M | $201.5M | ||
| Q3 25 | $167.2M | $216.0M | ||
| Q2 25 | $158.8M | $202.8M | ||
| Q1 25 | $155.0M | $190.5M | ||
| Q4 24 | $161.3M | $192.2M | ||
| Q3 24 | $155.1M | $210.3M | ||
| Q2 24 | $150.4M | $214.2M |
净利润NVCRROG
| Q1 26 | $-71.1M | $4.5M | ||
| Q4 25 | $-24.5M | $4.6M | ||
| Q3 25 | $-37.3M | $8.6M | ||
| Q2 25 | $-40.1M | $-73.6M | ||
| Q1 25 | $-34.3M | $-1.4M | ||
| Q4 24 | $-65.9M | $-500.0K | ||
| Q3 24 | $-30.6M | $10.7M | ||
| Q2 24 | $-33.4M | $8.1M |
毛利率NVCRROG
| Q1 26 | 77.6% | 32.2% | ||
| Q4 25 | 75.8% | 31.5% | ||
| Q3 25 | 73.2% | 33.5% | ||
| Q2 25 | 73.9% | 31.6% | ||
| Q1 25 | 75.1% | 29.9% | ||
| Q4 24 | 79.2% | 32.1% | ||
| Q3 24 | 77.2% | 35.2% | ||
| Q2 24 | 77.0% | 34.1% |
营业利润率NVCRROG
| Q1 26 | — | — | ||
| Q4 25 | -23.2% | 3.5% | ||
| Q3 25 | -21.5% | 7.3% | ||
| Q2 25 | -24.9% | -33.3% | ||
| Q1 25 | -24.4% | -0.2% | ||
| Q4 24 | -39.3% | -6.6% | ||
| Q3 24 | -20.7% | 6.9% | ||
| Q2 24 | -22.3% | 5.3% |
净利率NVCRROG
| Q1 26 | -40.9% | 2.2% | ||
| Q4 25 | -14.1% | 2.3% | ||
| Q3 25 | -22.3% | 4.0% | ||
| Q2 25 | -25.3% | -36.3% | ||
| Q1 25 | -22.1% | -0.7% | ||
| Q4 24 | -40.9% | -0.3% | ||
| Q3 24 | -19.7% | 5.1% | ||
| Q2 24 | -22.2% | 3.8% |
每股收益（稀释后）NVCRROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.22 | $0.20 | ||
| Q3 25 | $-0.33 | $0.48 | ||
| Q2 25 | $-0.36 | $-4.00 | ||
| Q1 25 | $-0.31 | $-0.08 | ||
| Q4 24 | $-0.61 | $-0.04 | ||
| Q3 24 | $-0.28 | $0.58 | ||
| Q2 24 | $-0.31 | $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 | $432.0M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $330.7M | $1.2B |
| 总资产 | $787.9M | $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NVCRROG
| Q1 26 | $432.0M | $195.8M | ||
| Q4 25 | $93.5M | $197.0M | ||
| Q3 25 | $342.1M | $167.8M | ||
| Q2 25 | $149.6M | $157.2M | ||
| Q1 25 | $127.3M | $175.6M | ||
| Q4 24 | $163.8M | $159.8M | ||
| Q3 24 | $185.4M | $146.4M | ||
| Q2 24 | $164.8M | $119.9M |
股东权益NVCRROG
| Q1 26 | $330.7M | $1.2B | ||
| Q4 25 | $340.5M | $1.2B | ||
| Q3 25 | $341.3M | $1.2B | ||
| Q2 25 | $349.4M | $1.2B | ||
| Q1 25 | $362.0M | $1.3B | ||
| Q4 24 | $360.2M | $1.3B | ||
| Q3 24 | $360.8M | $1.3B | ||
| Q2 24 | $361.8M | $1.3B |
总资产NVCRROG
| Q1 26 | $787.9M | $1.4B | ||
| Q4 25 | $804.3M | $1.4B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.2B | $1.5B | ||
| Q4 24 | $1.2B | $1.5B | ||
| Q3 24 | $1.2B | $1.5B | ||
| Q2 24 | $1.2B | $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 | — | $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NVCRROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-18.0M | $46.9M | ||
| Q3 25 | $20.6M | $28.9M | ||
| Q2 25 | $-15.9M | $13.7M | ||
| Q1 25 | $-35.7M | $11.7M | ||
| Q4 24 | $-3.5M | $33.7M | ||
| Q3 24 | $10.4M | $42.4M | ||
| Q2 24 | $-1.7M | $22.9M |
自由现金流NVCRROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-22.9M | $42.2M | ||
| Q3 25 | $14.9M | $21.2M | ||
| Q2 25 | $-21.4M | $5.6M | ||
| Q1 25 | $-46.3M | $2.1M | ||
| Q4 24 | $-12.4M | $18.3M | ||
| Q3 24 | $-307.0K | $25.2M | ||
| Q2 24 | $-13.2M | $8.8M |
自由现金流率NVCRROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | -13.1% | 20.9% | ||
| Q3 25 | 8.9% | 9.8% | ||
| Q2 25 | -13.5% | 2.8% | ||
| Q1 25 | -29.9% | 1.1% | ||
| Q4 24 | -7.7% | 9.5% | ||
| Q3 24 | -0.2% | 12.0% | ||
| Q2 24 | -8.8% | 4.1% |
资本支出强度NVCRROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 2.8% | 2.3% | ||
| Q3 25 | 3.4% | 3.6% | ||
| Q2 25 | 3.5% | 4.0% | ||
| Q1 25 | 6.8% | 5.0% | ||
| Q4 24 | 5.5% | 8.0% | ||
| Q3 24 | 6.9% | 8.2% | ||
| Q2 24 | 7.6% | 6.6% |
现金转化率NVCRROG
| 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
