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Palomar Holdings, Inc.（PLMR）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
Palomar Holdings, Inc.的季度营收约是ROGERS CORP的1.3倍（$253.4M vs $200.5M），Palomar Holdings, Inc.同比增速更快（62.7% vs 5.2%），Palomar Holdings, Inc.自由现金流更多（$409.0M vs $1.1M），过去两年Palomar Holdings, Inc.的营收复合增速更高（46.2% vs -3.3%）
Palomar Holdings, Inc.是一家专业保险控股企业，主要为存在巨灾风险敞口的住宅及商业资产提供财产保险产品，业务范围覆盖美国全境，核心业务板块包含地震、洪水、风暴等高危财产保障服务。
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。
PLMR vs ROG — 直观对比
营收规模更大
PLMR
是对方的1.3倍
$200.5M
营收增速更快
PLMR
高出57.4%
5.2%
自由现金流更多
PLMR
多$407.9M
$1.1M
两年增速更快
PLMR
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $253.4M | $200.5M |
| 净利润 | — | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | 28.7% | — |
| 净利率 | — | 2.2% |
| 营收同比 | 62.7% | 5.2% |
| 净利润同比 | — | 421.4% |
| 每股收益（稀释后） | $2.05 | $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PLMRROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $253.4M | $201.5M | ||
| Q3 25 | $244.7M | $216.0M | ||
| Q2 25 | $203.3M | $202.8M | ||
| Q1 25 | $174.6M | $190.5M | ||
| Q4 24 | $155.8M | $192.2M | ||
| Q3 24 | $148.5M | $210.3M | ||
| Q2 24 | $131.1M | $214.2M |
净利润PLMRROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | — | $4.6M | ||
| Q3 25 | $51.5M | $8.6M | ||
| Q2 25 | $46.5M | $-73.6M | ||
| Q1 25 | $42.9M | $-1.4M | ||
| Q4 24 | — | $-500.0K | ||
| Q3 24 | $30.5M | $10.7M | ||
| Q2 24 | $25.7M | $8.1M |
毛利率PLMRROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
营业利润率PLMRROG
| Q1 26 | — | — | ||
| Q4 25 | 28.7% | 3.5% | ||
| Q3 25 | 27.4% | 7.3% | ||
| Q2 25 | 29.5% | -33.3% | ||
| Q1 25 | 30.8% | -0.2% | ||
| Q4 24 | 28.9% | -6.6% | ||
| Q3 24 | 25.9% | 6.9% | ||
| Q2 24 | 25.5% | 5.3% |
净利率PLMRROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | 21.0% | 4.0% | ||
| Q2 25 | 22.9% | -36.3% | ||
| Q1 25 | 24.6% | -0.7% | ||
| Q4 24 | — | -0.3% | ||
| Q3 24 | 20.5% | 5.1% | ||
| Q2 24 | 19.6% | 3.8% |
每股收益（稀释后）PLMRROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $2.05 | $0.20 | ||
| Q3 25 | $1.87 | $0.48 | ||
| Q2 25 | $1.68 | $-4.00 | ||
| Q1 25 | $1.57 | $-0.08 | ||
| Q4 24 | $1.29 | $-0.04 | ||
| Q3 24 | $1.15 | $0.58 | ||
| Q2 24 | $1.00 | $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 | $106.9M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $942.7M | $1.2B |
| 总资产 | $3.1B | $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PLMRROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $106.9M | $197.0M | ||
| Q3 25 | $111.7M | $167.8M | ||
| Q2 25 | $81.3M | $157.2M | ||
| Q1 25 | $119.3M | $175.6M | ||
| Q4 24 | $80.4M | $159.8M | ||
| Q3 24 | $86.5M | $146.4M | ||
| Q2 24 | $47.8M | $119.9M |
股东权益PLMRROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $942.7M | $1.2B | ||
| Q3 25 | $878.1M | $1.2B | ||
| Q2 25 | $847.2M | $1.2B | ||
| Q1 25 | $790.4M | $1.3B | ||
| Q4 24 | $729.0M | $1.3B | ||
| Q3 24 | $703.3M | $1.3B | ||
| Q2 24 | $532.6M | $1.3B |
总资产PLMRROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $3.1B | $1.4B | ||
| Q3 25 | $2.9B | $1.4B | ||
| Q2 25 | $2.8B | $1.5B | ||
| Q1 25 | $2.4B | $1.5B | ||
| Q4 24 | $2.3B | $1.5B | ||
| Q3 24 | $2.3B | $1.5B | ||
| Q2 24 | $2.0B | $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 | $409.1M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $409.0M | $1.1M |
| 自由现金流率自由现金流/营收 | 161.4% | 0.5% |
| 资本支出强度资本支出/营收 | 0.1% | 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 | $700.6M | $70.1M |
8季度趋势，按日历期对齐
经营现金流PLMRROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $409.1M | $46.9M | ||
| Q3 25 | $83.6M | $28.9M | ||
| Q2 25 | $120.9M | $13.7M | ||
| Q1 25 | $87.2M | $11.7M | ||
| Q4 24 | $261.2M | $33.7M | ||
| Q3 24 | $100.3M | $42.4M | ||
| Q2 24 | $55.1M | $22.9M |
自由现金流PLMRROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $409.0M | $42.2M | ||
| Q3 25 | $83.6M | $21.2M | ||
| Q2 25 | $120.8M | $5.6M | ||
| Q1 25 | $87.1M | $2.1M | ||
| Q4 24 | $260.9M | $18.3M | ||
| Q3 24 | $100.1M | $25.2M | ||
| Q2 24 | — | $8.8M |
自由现金流率PLMRROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 161.4% | 20.9% | ||
| Q3 25 | 34.2% | 9.8% | ||
| Q2 25 | 59.4% | 2.8% | ||
| Q1 25 | 49.9% | 1.1% | ||
| Q4 24 | 167.5% | 9.5% | ||
| Q3 24 | 67.4% | 12.0% | ||
| Q2 24 | — | 4.1% |
资本支出强度PLMRROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.1% | 2.3% | ||
| Q3 25 | 0.0% | 3.6% | ||
| Q2 25 | 0.0% | 4.0% | ||
| Q1 25 | 0.0% | 5.0% | ||
| Q4 24 | 0.2% | 8.0% | ||
| Q3 24 | 0.1% | 8.2% | ||
| Q2 24 | 0.0% | 6.6% |
现金转化率PLMRROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | 1.63× | 3.36× | ||
| Q2 25 | 2.60× | — | ||
| Q1 25 | 2.03× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.29× | 3.96× | ||
| Q2 24 | 2.14× | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
