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POWELL INDUSTRIES INC（POWL）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
POWELL INDUSTRIES INC的季度营收约是ROGERS CORP的1.3倍（$251.2M vs $200.5M），POWELL INDUSTRIES INC净利率更高（16.5% vs 2.2%，领先14.2%），ROGERS CORP同比增速更快（5.2% vs 4.0%），POWELL INDUSTRIES INC自由现金流更多（$41.6M vs $1.1M），过去两年POWELL INDUSTRIES INC的营收复合增速更高（-0.8% vs -3.3%）
Powell Industries Inc.成立于1947年，总部位于美国得克萨斯州休斯敦，是专业的电气设备及集成封装解决方案供应商，产品主要面向工商业市场，用于电力配送环节的监测与控制。
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。
POWL vs ROG — 直观对比
营收规模更大
POWL
是对方的1.3倍
$200.5M
营收增速更快
ROG
高出1.2%
4.0%
净利率更高
POWL
高出14.2%
2.2%
自由现金流更多
POWL
多$40.5M
$1.1M
两年增速更快
POWL
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $251.2M | $200.5M |
| 净利润 | $41.4M | $4.5M |
| 毛利率 | 28.4% | 32.2% |
| 营业利润率 | 17.0% | — |
| 净利率 | 16.5% | 2.2% |
| 营收同比 | 4.0% | 5.2% |
| 净利润同比 | 19.1% | 421.4% |
| 每股收益（稀释后） | $3.40 | $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POWLROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $251.2M | $201.5M | ||
| Q3 25 | $298.0M | $216.0M | ||
| Q2 25 | $286.3M | $202.8M | ||
| Q1 25 | $278.6M | $190.5M | ||
| Q4 24 | $241.4M | $192.2M | ||
| Q3 24 | $275.1M | $210.3M | ||
| Q2 24 | $288.2M | $214.2M |
净利润POWLROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $41.4M | $4.6M | ||
| Q3 25 | $51.4M | $8.6M | ||
| Q2 25 | $48.2M | $-73.6M | ||
| Q1 25 | $46.3M | $-1.4M | ||
| Q4 24 | $34.8M | $-500.0K | ||
| Q3 24 | $46.1M | $10.7M | ||
| Q2 24 | $46.2M | $8.1M |
毛利率POWLROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 28.4% | 31.5% | ||
| Q3 25 | 31.4% | 33.5% | ||
| Q2 25 | 30.7% | 31.6% | ||
| Q1 25 | 29.9% | 29.9% | ||
| Q4 24 | 24.7% | 32.1% | ||
| Q3 24 | 29.2% | 35.2% | ||
| Q2 24 | 28.4% | 34.1% |
营业利润率POWLROG
| Q1 26 | — | — | ||
| Q4 25 | 17.0% | 3.5% | ||
| Q3 25 | 21.2% | 7.3% | ||
| Q2 25 | 21.0% | -33.3% | ||
| Q1 25 | 21.1% | -0.2% | ||
| Q4 24 | 14.7% | -6.6% | ||
| Q3 24 | 20.4% | 6.9% | ||
| Q2 24 | 19.9% | 5.3% |
净利率POWLROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 16.5% | 2.3% | ||
| Q3 25 | 17.3% | 4.0% | ||
| Q2 25 | 16.8% | -36.3% | ||
| Q1 25 | 16.6% | -0.7% | ||
| Q4 24 | 14.4% | -0.3% | ||
| Q3 24 | 16.7% | 5.1% | ||
| Q2 24 | 16.0% | 3.8% |
每股收益（稀释后）POWLROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $3.40 | $0.20 | ||
| Q3 25 | $4.23 | $0.48 | ||
| Q2 25 | $3.96 | $-4.00 | ||
| Q1 25 | $3.81 | $-0.08 | ||
| Q4 24 | $2.86 | $-0.04 | ||
| Q3 24 | $3.77 | $0.58 | ||
| Q2 24 | $3.79 | $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 | $500.8M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $668.9M | $1.2B |
| 总资产 | $1.1B | $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POWLROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $500.8M | $197.0M | ||
| Q3 25 | $475.5M | $167.8M | ||
| Q2 25 | $433.0M | $157.2M | ||
| Q1 25 | $389.3M | $175.6M | ||
| Q4 24 | $373.4M | $159.8M | ||
| Q3 24 | $358.4M | $146.4M | ||
| Q2 24 | $374.0M | $119.9M |
股东权益POWLROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $668.9M | $1.2B | ||
| Q3 25 | $640.8M | $1.2B | ||
| Q2 25 | $594.9M | $1.2B | ||
| Q1 25 | $541.4M | $1.3B | ||
| Q4 24 | $496.3M | $1.3B | ||
| Q3 24 | $483.1M | $1.3B | ||
| Q2 24 | $436.7M | $1.3B |
总资产POWLROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $965.4M | $1.5B | ||
| Q4 24 | $912.7M | $1.5B | ||
| Q3 24 | $928.2M | $1.5B | ||
| Q2 24 | $869.0M | $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 | $43.6M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $41.6M | $1.1M |
| 自由现金流率自由现金流/营收 | 16.6% | 0.5% |
| 资本支出强度资本支出/营收 | 0.8% | 2.3% |
| 现金转化率经营现金流/净利润 | 1.05× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $161.5M | $70.1M |
8季度趋势，按日历期对齐
经营现金流POWLROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $43.6M | $46.9M | ||
| Q3 25 | $61.1M | $28.9M | ||
| Q2 25 | $47.4M | $13.7M | ||
| Q1 25 | $22.4M | $11.7M | ||
| Q4 24 | $37.1M | $33.7M | ||
| Q3 24 | $-6.0M | $42.4M | ||
| Q2 24 | $13.8M | $22.9M |
自由现金流POWLROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $41.6M | $42.2M | ||
| Q3 25 | $59.3M | $21.2M | ||
| Q2 25 | $42.3M | $5.6M | ||
| Q1 25 | $18.3M | $2.1M | ||
| Q4 24 | $34.9M | $18.3M | ||
| Q3 24 | $-14.4M | $25.2M | ||
| Q2 24 | $12.4M | $8.8M |
自由现金流率POWLROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 16.6% | 20.9% | ||
| Q3 25 | 19.9% | 9.8% | ||
| Q2 25 | 14.8% | 2.8% | ||
| Q1 25 | 6.6% | 1.1% | ||
| Q4 24 | 14.4% | 9.5% | ||
| Q3 24 | -5.3% | 12.0% | ||
| Q2 24 | 4.3% | 4.1% |
资本支出强度POWLROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.8% | 2.3% | ||
| Q3 25 | 0.6% | 3.6% | ||
| Q2 25 | 1.8% | 4.0% | ||
| Q1 25 | 1.5% | 5.0% | ||
| Q4 24 | 0.9% | 8.0% | ||
| Q3 24 | 3.1% | 8.2% | ||
| Q2 24 | 0.5% | 6.6% |
现金转化率POWLROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 1.05× | 10.20× | ||
| Q3 25 | 1.19× | 3.36× | ||
| Q2 25 | 0.98× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 1.07× | — | ||
| Q3 24 | -0.13× | 3.96× | ||
| Q2 24 | 0.30× | 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
POWL
| Oil And Gas Service | $97.9M | 39% |
| Electricity | $69.3M | 28% |
| Commercial And Other Industrial | $40.6M | 16% |
| Petrochemical | $22.8M | 9% |
| Other Customers | $12.0M | 5% |
| Light Rail Traction Power Customer | $8.6M | 3% |
ROG
暂无分部数据
