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PagerDuty, Inc.（PD）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PagerDuty, Inc.的1.6倍（$200.5M vs $124.5M），PagerDuty, Inc.净利率更高（129.7% vs 2.2%，领先127.5%），ROGERS CORP同比增速更快（5.2% vs 4.7%），PagerDuty, Inc.自由现金流更多（$24.1M vs $1.1M），过去两年PagerDuty, Inc.的营收复合增速更高（5.9% vs -3.3%）
PagerDuty是一家美国云计算企业，主打面向IT运维部门的SaaS事件管理平台，可帮助企业实时响应运维异常、快速定位并处理故障，保障业务系统稳定运行，目前已成为全球IT运维领域广受认可的数字化解决方案服务商。
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。
PD vs ROG — 直观对比
营收规模更大
ROG
是对方的1.6倍
$124.5M
营收增速更快
ROG
高出0.5%
4.7%
净利率更高
PD
高出127.5%
2.2%
自由现金流更多
PD
多$23.0M
$1.1M
两年增速更快
PD
近两年复合增速
-3.3%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $124.5M | $200.5M |
| 净利润 | $161.6M | $4.5M |
| 毛利率 | 85.3% | 32.2% |
| 营业利润率 | 6.5% | — |
| 净利率 | 129.7% | 2.2% |
| 营收同比 | 4.7% | 5.2% |
| 净利润同比 | 2827.7% | 421.4% |
| 每股收益（稀释后） | $1.69 | $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PDROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $124.5M | $201.5M | ||
| Q3 25 | $123.4M | $216.0M | ||
| Q2 25 | $119.8M | $202.8M | ||
| Q1 25 | $121.4M | $190.5M | ||
| Q4 24 | $118.9M | $192.2M | ||
| Q3 24 | $115.9M | $210.3M | ||
| Q2 24 | $111.2M | $214.2M |
净利润PDROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $161.6M | $4.6M | ||
| Q3 25 | $9.6M | $8.6M | ||
| Q2 25 | $-7.2M | $-73.6M | ||
| Q1 25 | $-8.8M | $-1.4M | ||
| Q4 24 | $-5.9M | $-500.0K | ||
| Q3 24 | $-10.9M | $10.7M | ||
| Q2 24 | $-17.1M | $8.1M |
毛利率PDROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 85.3% | 31.5% | ||
| Q3 25 | 84.6% | 33.5% | ||
| Q2 25 | 84.0% | 31.6% | ||
| Q1 25 | 83.6% | 29.9% | ||
| Q4 24 | 83.0% | 32.1% | ||
| Q3 24 | 82.7% | 35.2% | ||
| Q2 24 | 82.6% | 34.1% |
营业利润率PDROG
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | 3.5% | ||
| Q3 25 | 2.9% | 7.3% | ||
| Q2 25 | -8.6% | -33.3% | ||
| Q1 25 | -9.6% | -0.2% | ||
| Q4 24 | -8.7% | -6.6% | ||
| Q3 24 | -13.8% | 6.9% | ||
| Q2 24 | -19.5% | 5.3% |
净利率PDROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 129.7% | 2.3% | ||
| Q3 25 | 7.8% | 4.0% | ||
| Q2 25 | -6.0% | -36.3% | ||
| Q1 25 | -7.2% | -0.7% | ||
| Q4 24 | -5.0% | -0.3% | ||
| Q3 24 | -9.4% | 5.1% | ||
| Q2 24 | -15.4% | 3.8% |
每股收益（稀释后）PDROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $1.69 | $0.20 | ||
| Q3 25 | $0.10 | $0.48 | ||
| Q2 25 | $-0.07 | $-4.00 | ||
| Q1 25 | $-0.12 | $-0.08 | ||
| Q4 24 | $-0.07 | $-0.04 | ||
| Q3 24 | $-0.14 | $0.58 | ||
| Q2 24 | $-0.26 | $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 | $547.8M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $320.5M | $1.2B |
| 总资产 | $1.0B | $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PDROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $547.8M | $197.0M | ||
| Q3 25 | $567.9M | $167.8M | ||
| Q2 25 | $597.1M | $157.2M | ||
| Q1 25 | $570.8M | $175.6M | ||
| Q4 24 | $542.2M | $159.8M | ||
| Q3 24 | $599.3M | $146.4M | ||
| Q2 24 | $592.8M | $119.9M |
总债务PDROG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益PDROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $320.5M | $1.2B | ||
| Q3 25 | $180.7M | $1.2B | ||
| Q2 25 | $145.7M | $1.2B | ||
| Q1 25 | $129.8M | $1.3B | ||
| Q4 24 | $111.6M | $1.3B | ||
| Q3 24 | $164.7M | $1.3B | ||
| Q2 24 | $174.0M | $1.3B |
总资产PDROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $891.5M | $1.4B | ||
| Q2 25 | $926.8M | $1.5B | ||
| Q1 25 | $927.3M | $1.5B | ||
| Q4 24 | $866.8M | $1.5B | ||
| Q3 24 | $916.0M | $1.5B | ||
| Q2 24 | $924.0M | $1.5B |
负债/权益比PDROG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.73× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $24.8M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $24.1M | $1.1M |
| 自由现金流率自由现金流/营收 | 19.3% | 0.5% |
| 资本支出强度资本支出/营收 | 0.6% | 2.3% |
| 现金转化率经营现金流/净利润 | 0.15× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $117.6M | $70.1M |
8季度趋势，按日历期对齐
经营现金流PDROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $24.8M | $46.9M | ||
| Q3 25 | $34.0M | $28.9M | ||
| Q2 25 | $30.7M | $13.7M | ||
| Q1 25 | $31.4M | $11.7M | ||
| Q4 24 | $22.1M | $33.7M | ||
| Q3 24 | $35.8M | $42.4M | ||
| Q2 24 | $28.6M | $22.9M |
自由现金流PDROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $24.1M | $42.2M | ||
| Q3 25 | $33.1M | $21.2M | ||
| Q2 25 | $30.2M | $5.6M | ||
| Q1 25 | $30.3M | $2.1M | ||
| Q4 24 | $21.5M | $18.3M | ||
| Q3 24 | $35.1M | $25.2M | ||
| Q2 24 | $28.2M | $8.8M |
自由现金流率PDROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 19.3% | 20.9% | ||
| Q3 25 | 26.8% | 9.8% | ||
| Q2 25 | 25.2% | 2.8% | ||
| Q1 25 | 24.9% | 1.1% | ||
| Q4 24 | 18.1% | 9.5% | ||
| Q3 24 | 30.3% | 12.0% | ||
| Q2 24 | 25.4% | 4.1% |
资本支出强度PDROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.6% | 2.3% | ||
| Q3 25 | 0.7% | 3.6% | ||
| Q2 25 | 0.4% | 4.0% | ||
| Q1 25 | 0.9% | 5.0% | ||
| Q4 24 | 0.5% | 8.0% | ||
| Q3 24 | 0.5% | 8.2% | ||
| Q2 24 | 0.4% | 6.6% |
现金转化率PDROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 0.15× | 10.20× | ||
| Q3 25 | 3.55× | 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
业务分部营收拆解
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
ROG
暂无分部数据
