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PHIBRO ANIMAL HEALTH CORP（PAHC）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
PHIBRO ANIMAL HEALTH CORP的季度营收约是ROGERS CORP的1.9倍（$373.9M vs $200.5M），PHIBRO ANIMAL HEALTH CORP净利率更高（7.3% vs 2.2%，领先5.1%），PHIBRO ANIMAL HEALTH CORP同比增速更快（20.9% vs 5.2%），PHIBRO ANIMAL HEALTH CORP自由现金流更多（$8.3M vs $1.1M），过去两年PHIBRO ANIMAL HEALTH CORP的营收复合增速更高（19.2% vs -3.3%）
菲宝罗动物保健公司是一家美国动物健康与矿物质营养企业，主营产品涵盖抗菌药、抗球虫药、驱虫药，以及畜禽营养补充剂、疫苗等。公司下设矿物质营养、功能材料、动物健康三大业务板块，收入主要来源于上述板块，业务遍及美国、拉美、加拿大、欧洲、中东、非洲及亚太地区。
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。
PAHC vs ROG — 直观对比
营收规模更大
PAHC
是对方的1.9倍
$200.5M
营收增速更快
PAHC
高出15.7%
5.2%
净利率更高
PAHC
高出5.1%
2.2%
自由现金流更多
PAHC
多$7.2M
$1.1M
两年增速更快
PAHC
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $373.9M | $200.5M |
| 净利润 | $27.5M | $4.5M |
| 毛利率 | 35.5% | 32.2% |
| 营业利润率 | 13.5% | — |
| 净利率 | 7.3% | 2.2% |
| 营收同比 | 20.9% | 5.2% |
| 净利润同比 | 762.1% | 421.4% |
| 每股收益（稀释后） | $0.67 | $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PAHCROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $373.9M | $201.5M | ||
| Q3 25 | $363.9M | $216.0M | ||
| Q2 25 | $378.7M | $202.8M | ||
| Q1 25 | $347.8M | $190.5M | ||
| Q4 24 | $309.3M | $192.2M | ||
| Q3 24 | $260.4M | $210.3M | ||
| Q2 24 | $273.2M | $214.2M |
净利润PAHCROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $27.5M | $4.6M | ||
| Q3 25 | $26.5M | $8.6M | ||
| Q2 25 | $17.2M | $-73.6M | ||
| Q1 25 | $20.9M | $-1.4M | ||
| Q4 24 | $3.2M | $-500.0K | ||
| Q3 24 | $7.0M | $10.7M | ||
| Q2 24 | $752.0K | $8.1M |
毛利率PAHCROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 35.5% | 31.5% | ||
| Q3 25 | 32.9% | 33.5% | ||
| Q2 25 | 29.0% | 31.6% | ||
| Q1 25 | 30.1% | 29.9% | ||
| Q4 24 | 32.9% | 32.1% | ||
| Q3 24 | 32.1% | 35.2% | ||
| Q2 24 | 31.9% | 34.1% |
营业利润率PAHCROG
| Q1 26 | — | — | ||
| Q4 25 | 13.5% | 3.5% | ||
| Q3 25 | 14.1% | 7.3% | ||
| Q2 25 | 8.9% | -33.3% | ||
| Q1 25 | 9.6% | -0.2% | ||
| Q4 24 | 8.3% | -6.6% | ||
| Q3 24 | 6.8% | 6.9% | ||
| Q2 24 | 6.7% | 5.3% |
净利率PAHCROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 7.3% | 2.3% | ||
| Q3 25 | 7.3% | 4.0% | ||
| Q2 25 | 4.5% | -36.3% | ||
| Q1 25 | 6.0% | -0.7% | ||
| Q4 24 | 1.0% | -0.3% | ||
| Q3 24 | 2.7% | 5.1% | ||
| Q2 24 | 0.3% | 3.8% |
每股收益（稀释后）PAHCROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.67 | $0.20 | ||
| Q3 25 | $0.65 | $0.48 | ||
| Q2 25 | $0.43 | $-4.00 | ||
| Q1 25 | $0.51 | $-0.08 | ||
| Q4 24 | $0.08 | $-0.04 | ||
| Q3 24 | $0.17 | $0.58 | ||
| Q2 24 | $0.02 | $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 | $74.5M | $195.8M |
| 总债务越低越好 | $624.2M | — |
| 股东权益账面价值 | $332.4M | $1.2B |
| 总资产 | $1.4B | $1.4B |
| 负债/权益比越低杠杆越低 | 1.88× | — |
8季度趋势，按日历期对齐
现金及短期投资PAHCROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $74.5M | $197.0M | ||
| Q3 25 | $85.3M | $167.8M | ||
| Q2 25 | $77.0M | $157.2M | ||
| Q1 25 | $70.4M | $175.6M | ||
| Q4 24 | $67.1M | $159.8M | ||
| Q3 24 | $89.8M | $146.4M | ||
| Q2 24 | $114.6M | $119.9M |
总债务PAHCROG
| Q1 26 | — | — | ||
| Q4 25 | $624.2M | — | ||
| Q3 25 | $628.0M | — | ||
| Q2 25 | $631.7M | — | ||
| Q1 25 | $635.4M | — | ||
| Q4 24 | $639.1M | — | ||
| Q3 24 | $295.2M | — | ||
| Q2 24 | $312.1M | — |
股东权益PAHCROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $332.4M | $1.2B | ||
| Q3 25 | $311.7M | $1.2B | ||
| Q2 25 | $285.7M | $1.2B | ||
| Q1 25 | $266.0M | $1.3B | ||
| Q4 24 | $246.8M | $1.3B | ||
| Q3 24 | $258.5M | $1.3B | ||
| Q2 24 | $256.6M | $1.3B |
总资产PAHCROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | $966.3M | $1.5B | ||
| Q2 24 | $982.2M | $1.5B |
负债/权益比PAHCROG
| Q1 26 | — | — | ||
| Q4 25 | 1.88× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 2.21× | — | ||
| Q1 25 | 2.39× | — | ||
| Q4 24 | 2.59× | — | ||
| Q3 24 | 1.14× | — | ||
| Q2 24 | 1.22× | — |
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 | $19.4M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $8.3M | $1.1M |
| 自由现金流率自由现金流/营收 | 2.2% | 0.5% |
| 资本支出强度资本支出/营收 | 3.0% | 2.3% |
| 现金转化率经营现金流/净利润 | 0.70× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $47.3M | $70.1M |
8季度趋势，按日历期对齐
经营现金流PAHCROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $19.4M | $46.9M | ||
| Q3 25 | $9.3M | $28.9M | ||
| Q2 25 | $21.3M | $13.7M | ||
| Q1 25 | $43.2M | $11.7M | ||
| Q4 24 | $3.1M | $33.7M | ||
| Q3 24 | $12.6M | $42.4M | ||
| Q2 24 | $28.4M | $22.9M |
自由现金流PAHCROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $8.3M | $42.2M | ||
| Q3 25 | $-4.5M | $21.2M | ||
| Q2 25 | $8.1M | $5.6M | ||
| Q1 25 | $35.4M | $2.1M | ||
| Q4 24 | $-4.7M | $18.3M | ||
| Q3 24 | $3.0M | $25.2M | ||
| Q2 24 | $15.4M | $8.8M |
自由现金流率PAHCROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 2.2% | 20.9% | ||
| Q3 25 | -1.2% | 9.8% | ||
| Q2 25 | 2.1% | 2.8% | ||
| Q1 25 | 10.2% | 1.1% | ||
| Q4 24 | -1.5% | 9.5% | ||
| Q3 24 | 1.2% | 12.0% | ||
| Q2 24 | 5.6% | 4.1% |
资本支出强度PAHCROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 3.0% | 2.3% | ||
| Q3 25 | 3.8% | 3.6% | ||
| Q2 25 | 3.5% | 4.0% | ||
| Q1 25 | 2.2% | 5.0% | ||
| Q4 24 | 2.5% | 8.0% | ||
| Q3 24 | 3.7% | 8.2% | ||
| Q2 24 | 4.8% | 6.6% |
现金转化率PAHCROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 0.70× | 10.20× | ||
| Q3 25 | 0.35× | 3.36× | ||
| Q2 25 | 1.24× | — | ||
| Q1 25 | 2.07× | — | ||
| Q4 24 | 0.97× | — | ||
| Q3 24 | 1.81× | 3.96× | ||
| Q2 24 | 37.80× | 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
PAHC
| Medicated Feed Additives And Others | $202.1M | 54% |
| Mineral Nutrition | $68.9M | 18% |
| Nutritional Specialties | $50.2M | 13% |
| Vaccines | $37.6M | 10% |
| Performance Products | $15.0M | 4% |
ROG
暂无分部数据
