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Q2 Holdings, Inc.（QTWO）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
Q2 Holdings, Inc.的季度营收约是ROGERS CORP的1.1倍（$216.5M vs $200.5M），Q2 Holdings, Inc.净利率更高（12.3% vs 2.2%，领先10.1%），Q2 Holdings, Inc.同比增速更快（14.1% vs 5.2%），Q2 Holdings, Inc.自由现金流更多（$44.2M vs $1.1M），过去两年Q2 Holdings, Inc.的营收复合增速更高（11.9% vs -3.3%）
Q2 Holdings是一家全球金融科技企业，主要开发云原生数字银行平台及解决方案，服务地区性银行、社区银行、信用合作社等金融机构，帮助其为个人及企业客户提供安全便捷的线上、移动端银行服务，核心市场覆盖北美。
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。
QTWO vs ROG — 直观对比
营收规模更大
QTWO
是对方的1.1倍
$200.5M
营收增速更快
QTWO
高出8.9%
5.2%
净利率更高
QTWO
高出10.1%
2.2%
自由现金流更多
QTWO
多$43.1M
$1.1M
两年增速更快
QTWO
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $216.5M | $200.5M |
| 净利润 | $26.6M | $4.5M |
| 毛利率 | 59.1% | 32.2% |
| 营业利润率 | 12.8% | — |
| 净利率 | 12.3% | 2.2% |
| 营收同比 | 14.1% | 5.2% |
| 净利润同比 | 460.5% | 421.4% |
| 每股收益（稀释后） | $0.40 | $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QTWOROG
| Q1 26 | $216.5M | $200.5M | ||
| Q4 25 | $208.2M | $201.5M | ||
| Q3 25 | $201.7M | $216.0M | ||
| Q2 25 | $195.1M | $202.8M | ||
| Q1 25 | $189.7M | $190.5M | ||
| Q4 24 | $183.0M | $192.2M | ||
| Q3 24 | $175.0M | $210.3M | ||
| Q2 24 | $172.9M | $214.2M |
净利润QTWOROG
| Q1 26 | $26.6M | $4.5M | ||
| Q4 25 | $20.4M | $4.6M | ||
| Q3 25 | $15.0M | $8.6M | ||
| Q2 25 | $11.8M | $-73.6M | ||
| Q1 25 | $4.8M | $-1.4M | ||
| Q4 24 | $164.0K | $-500.0K | ||
| Q3 24 | $-11.8M | $10.7M | ||
| Q2 24 | $-13.1M | $8.1M |
毛利率QTWOROG
| Q1 26 | 59.1% | 32.2% | ||
| Q4 25 | 55.4% | 31.5% | ||
| Q3 25 | 54.0% | 33.5% | ||
| Q2 25 | 53.6% | 31.6% | ||
| Q1 25 | 53.2% | 29.9% | ||
| Q4 24 | 52.6% | 32.1% | ||
| Q3 24 | 50.9% | 35.2% | ||
| Q2 24 | 50.2% | 34.1% |
营业利润率QTWOROG
| Q1 26 | 12.8% | — | ||
| Q4 25 | 8.1% | 3.5% | ||
| Q3 25 | 5.5% | 7.3% | ||
| Q2 25 | 5.0% | -33.3% | ||
| Q1 25 | 1.2% | -0.2% | ||
| Q4 24 | -0.9% | -6.6% | ||
| Q3 24 | -7.3% | 6.9% | ||
| Q2 24 | -7.9% | 5.3% |
净利率QTWOROG
| Q1 26 | 12.3% | 2.2% | ||
| Q4 25 | 9.8% | 2.3% | ||
| Q3 25 | 7.5% | 4.0% | ||
| Q2 25 | 6.0% | -36.3% | ||
| Q1 25 | 2.5% | -0.7% | ||
| Q4 24 | 0.1% | -0.3% | ||
| Q3 24 | -6.7% | 5.1% | ||
| Q2 24 | -7.6% | 3.8% |
每股收益（稀释后）QTWOROG
| Q1 26 | $0.40 | $0.25 | ||
| Q4 25 | $0.32 | $0.20 | ||
| Q3 25 | $0.23 | $0.48 | ||
| Q2 25 | $0.18 | $-4.00 | ||
| Q1 25 | $0.07 | $-0.08 | ||
| Q4 24 | $0.01 | $-0.04 | ||
| Q3 24 | $-0.20 | $0.58 | ||
| Q2 24 | $-0.22 | $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 | $342.3M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $611.7M | $1.2B |
| 总资产 | $1.2B | $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QTWOROG
| Q1 26 | $342.3M | $195.8M | ||
| Q4 25 | $432.7M | $197.0M | ||
| Q3 25 | $568.7M | $167.8M | ||
| Q2 25 | $532.1M | $157.2M | ||
| Q1 25 | $486.0M | $175.6M | ||
| Q4 24 | $446.6M | $159.8M | ||
| Q3 24 | $407.9M | $146.4M | ||
| Q2 24 | $372.1M | $119.9M |
股东权益QTWOROG
| Q1 26 | $611.7M | $1.2B | ||
| Q4 25 | $661.8M | $1.2B | ||
| Q3 25 | $622.9M | $1.2B | ||
| Q2 25 | $584.3M | $1.2B | ||
| Q1 25 | $545.5M | $1.3B | ||
| Q4 24 | $517.8M | $1.3B | ||
| Q3 24 | $495.1M | $1.3B | ||
| Q2 24 | $480.7M | $1.3B |
总资产QTWOROG
| Q1 26 | $1.2B | $1.4B | ||
| Q4 25 | $1.3B | $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 | $1.3B | $1.5B | ||
| Q2 24 | $1.2B | $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 | $56.3M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $44.2M | $1.1M |
| 自由现金流率自由现金流/营收 | 20.4% | 0.5% |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 现金转化率经营现金流/净利润 | 2.11× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $196.1M | $70.1M |
8季度趋势，按日历期对齐
经营现金流QTWOROG
| Q1 26 | $56.3M | $5.8M | ||
| Q4 25 | $63.7M | $46.9M | ||
| Q3 25 | $45.6M | $28.9M | ||
| Q2 25 | $48.6M | $13.7M | ||
| Q1 25 | $43.5M | $11.7M | ||
| Q4 24 | $43.0M | $33.7M | ||
| Q3 24 | $43.3M | $42.4M | ||
| Q2 24 | $36.0M | $22.9M |
自由现金流QTWOROG
| Q1 26 | $44.2M | $1.1M | ||
| Q4 25 | $61.7M | $42.2M | ||
| Q3 25 | $42.9M | $21.2M | ||
| Q2 25 | $47.3M | $5.6M | ||
| Q1 25 | $42.7M | $2.1M | ||
| Q4 24 | $41.6M | $18.3M | ||
| Q3 24 | $40.9M | $25.2M | ||
| Q2 24 | $34.6M | $8.8M |
自由现金流率QTWOROG
| Q1 26 | 20.4% | 0.5% | ||
| Q4 25 | 29.6% | 20.9% | ||
| Q3 25 | 21.3% | 9.8% | ||
| Q2 25 | 24.3% | 2.8% | ||
| Q1 25 | 22.5% | 1.1% | ||
| Q4 24 | 22.7% | 9.5% | ||
| Q3 24 | 23.3% | 12.0% | ||
| Q2 24 | 20.0% | 4.1% |
资本支出强度QTWOROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.0% | 2.3% | ||
| Q3 25 | 1.3% | 3.6% | ||
| Q2 25 | 0.7% | 4.0% | ||
| Q1 25 | 0.4% | 5.0% | ||
| Q4 24 | 0.8% | 8.0% | ||
| Q3 24 | 1.4% | 8.2% | ||
| Q2 24 | 0.8% | 6.6% |
现金转化率QTWOROG
| Q1 26 | 2.11× | 1.29× | ||
| Q4 25 | 3.12× | 10.20× | ||
| Q3 25 | 3.03× | 3.36× | ||
| Q2 25 | 4.13× | — | ||
| Q1 25 | 9.16× | — | ||
| Q4 24 | 262.41× | — | ||
| 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
QTWO
| Subscription | $179.9M | 83% |
| Services and Other | $18.8M | 9% |
| Transactional | $17.8M | 8% |
ROG
暂无分部数据
