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PTC THERAPEUTICS, INC.（PTCT）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PTC THERAPEUTICS, INC.的1.2倍（$200.5M vs $164.7M），ROGERS CORP净利率更高（2.2% vs -82.0%，领先84.2%），ROGERS CORP同比增速更快（5.2% vs -22.7%），ROGERS CORP自由现金流更多（$1.1M vs $-36.6M），过去两年ROGERS CORP的营收复合增速更高（-3.3% vs -11.5%）
PTC Therapeutics是一家总部位于美国的制药企业，专注于开发口服小分子药物及基因疗法，通过靶向转录后调控机制调节基因表达，相关产品管线主要面向罕见病治疗领域，致力于满足相关疾病未被覆盖的临床治疗需求。
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。
PTCT vs ROG — 直观对比
营收规模更大
ROG
是对方的1.2倍
$164.7M
营收增速更快
ROG
高出28.0%
-22.7%
净利率更高
ROG
高出84.2%
-82.0%
自由现金流更多
ROG
多$37.7M
$-36.6M
两年增速更快
ROG
近两年复合增速
-11.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $164.7M | $200.5M |
| 净利润 | $-135.0M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | -43.3% | — |
| 净利率 | -82.0% | 2.2% |
| 营收同比 | -22.7% | 5.2% |
| 净利润同比 | -104.8% | 421.4% |
| 每股收益（稀释后） | $-1.63 | $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PTCTROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $164.7M | $201.5M | ||
| Q3 25 | $211.0M | $216.0M | ||
| Q2 25 | $178.9M | $202.8M | ||
| Q1 25 | $1.2B | $190.5M | ||
| Q4 24 | $213.2M | $192.2M | ||
| Q3 24 | $196.8M | $210.3M | ||
| Q2 24 | $186.7M | $214.2M |
净利润PTCTROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-135.0M | $4.6M | ||
| Q3 25 | $15.9M | $8.6M | ||
| Q2 25 | $-64.8M | $-73.6M | ||
| Q1 25 | $866.6M | $-1.4M | ||
| Q4 24 | $-65.9M | $-500.0K | ||
| Q3 24 | $-106.7M | $10.7M | ||
| Q2 24 | $-99.2M | $8.1M |
毛利率PTCTROG
| 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PTCTROG
| Q1 26 | — | — | ||
| Q4 25 | -43.3% | 3.5% | ||
| Q3 25 | 1.4% | 7.3% | ||
| Q2 25 | -19.5% | -33.3% | ||
| Q1 25 | 82.5% | -0.2% | ||
| Q4 24 | -76.2% | -6.6% | ||
| Q3 24 | -27.7% | 6.9% | ||
| Q2 24 | -21.5% | 5.3% |
净利率PTCTROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -82.0% | 2.3% | ||
| Q3 25 | 7.5% | 4.0% | ||
| Q2 25 | -36.3% | -36.3% | ||
| Q1 25 | 73.7% | -0.7% | ||
| Q4 24 | -30.9% | -0.3% | ||
| Q3 24 | -54.2% | 5.1% | ||
| Q2 24 | -53.1% | 3.8% |
每股收益（稀释后）PTCTROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-1.63 | $0.20 | ||
| Q3 25 | $0.20 | $0.48 | ||
| Q2 25 | $-0.83 | $-4.00 | ||
| Q1 25 | $10.04 | $-0.08 | ||
| Q4 24 | $-0.85 | $-0.04 | ||
| Q3 24 | $-1.39 | $0.58 | ||
| Q2 24 | $-1.29 | $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 | $1.9B | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-205.3M | $1.2B |
| 总资产 | $2.9B | $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PTCTROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $1.9B | $197.0M | ||
| Q3 25 | $1.7B | $167.8M | ||
| Q2 25 | $2.0B | $157.2M | ||
| Q1 25 | $2.0B | $175.6M | ||
| Q4 24 | $1.1B | $159.8M | ||
| Q3 24 | $1.0B | $146.4M | ||
| Q2 24 | $1.1B | $119.9M |
股东权益PTCTROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $-205.3M | $1.2B | ||
| Q3 25 | $-155.8M | $1.2B | ||
| Q2 25 | $-206.5M | $1.2B | ||
| Q1 25 | $-185.8M | $1.3B | ||
| Q4 24 | $-1.1B | $1.3B | ||
| Q3 24 | $-1.1B | $1.3B | ||
| Q2 24 | $-980.2M | $1.3B |
总资产PTCTROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.9B | $1.4B | ||
| Q3 25 | $2.6B | $1.4B | ||
| Q2 25 | $2.6B | $1.5B | ||
| Q1 25 | $2.7B | $1.5B | ||
| Q4 24 | $1.7B | $1.5B | ||
| Q3 24 | $1.8B | $1.5B | ||
| Q2 24 | $1.9B | $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 | $-34.3M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-36.6M | $1.1M |
| 自由现金流率自由现金流/营收 | -22.3% | 0.5% |
| 资本支出强度资本支出/营收 | 1.4% | 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 | $702.3M | $70.1M |
8季度趋势，按日历期对齐
经营现金流PTCTROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-34.3M | $46.9M | ||
| Q3 25 | $-66.3M | $28.9M | ||
| Q2 25 | $-58.3M | $13.7M | ||
| Q1 25 | $870.1M | $11.7M | ||
| Q4 24 | $-30.0M | $33.7M | ||
| Q3 24 | $-77.0M | $42.4M | ||
| Q2 24 | $-71.5M | $22.9M |
自由现金流PTCTROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-36.6M | $42.2M | ||
| Q3 25 | $-69.7M | $21.2M | ||
| Q2 25 | $-59.6M | $5.6M | ||
| Q1 25 | $868.4M | $2.1M | ||
| Q4 24 | $-33.8M | $18.3M | ||
| Q3 24 | $-77.5M | $25.2M | ||
| Q2 24 | $-78.8M | $8.8M |
自由现金流率PTCTROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | -22.3% | 20.9% | ||
| Q3 25 | -33.1% | 9.8% | ||
| Q2 25 | -33.3% | 2.8% | ||
| Q1 25 | 73.8% | 1.1% | ||
| Q4 24 | -15.8% | 9.5% | ||
| Q3 24 | -39.4% | 12.0% | ||
| Q2 24 | -42.2% | 4.1% |
资本支出强度PTCTROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.4% | 2.3% | ||
| Q3 25 | 1.6% | 3.6% | ||
| Q2 25 | 0.7% | 4.0% | ||
| Q1 25 | 0.1% | 5.0% | ||
| Q4 24 | 1.8% | 8.0% | ||
| Q3 24 | 0.3% | 8.2% | ||
| Q2 24 | 4.0% | 6.6% |
现金转化率PTCTROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | -4.17× | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | 1.00× | — | ||
| 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
