vs
FreightCar America, Inc.（RAIL）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FreightCar America, Inc.的1.6倍（$200.5M vs $125.5M），ROGERS CORP净利率更高（2.2% vs -13.2%，领先15.5%），ROGERS CORP同比增速更快（5.2% vs -8.8%），FreightCar America, Inc.自由现金流更多（$8.8M vs $1.1M），过去两年ROGERS CORP的营收复合增速更高（-3.3% vs -11.7%）
货运车美国公司是铁路行业货运车厢制造商，全球约有2000名雇员，核心生产基地设在墨西哥卡斯塔诺斯，厂区面积达70万平方英尺。此外，公司总部设于芝加哥，在宾夕法尼亚州约翰斯顿设有工程与零部件厂区，主要为铁路领域提供专业货运车厢产品。
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。
RAIL vs ROG — 直观对比
营收规模更大
ROG
是对方的1.6倍
$125.5M
营收增速更快
ROG
高出14.1%
-8.8%
净利率更高
ROG
高出15.5%
-13.2%
自由现金流更多
RAIL
多$7.7M
$1.1M
两年增速更快
ROG
近两年复合增速
-11.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $125.5M | $200.5M |
| 净利润 | $-16.6M | $4.5M |
| 毛利率 | 13.4% | 32.2% |
| 营业利润率 | 6.2% | — |
| 净利率 | -13.2% | 2.2% |
| 营收同比 | -8.8% | 5.2% |
| 净利润同比 | -147.9% | 421.4% |
| 每股收益（稀释后） | $-0.54 | $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RAILROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $125.5M | $201.5M | ||
| Q3 25 | $160.4M | $216.0M | ||
| Q2 25 | $118.5M | $202.8M | ||
| Q1 25 | $96.2M | $190.5M | ||
| Q4 24 | $137.6M | $192.2M | ||
| Q3 24 | $113.2M | $210.3M | ||
| Q2 24 | $146.0M | $214.2M |
净利润RAILROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-16.6M | $4.6M | ||
| Q3 25 | $-7.4M | $8.6M | ||
| Q2 25 | $11.7M | $-73.6M | ||
| Q1 25 | $50.4M | $-1.4M | ||
| Q4 24 | $34.6M | $-500.0K | ||
| Q3 24 | $-107.0M | $10.7M | ||
| Q2 24 | $8.2M | $8.1M |
毛利率RAILROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 13.4% | 31.5% | ||
| Q3 25 | 15.1% | 33.5% | ||
| Q2 25 | 15.0% | 31.6% | ||
| Q1 25 | 15.0% | 29.9% | ||
| Q4 24 | 15.3% | 32.1% | ||
| Q3 24 | 14.3% | 35.2% | ||
| Q2 24 | 12.6% | 34.1% |
营业利润率RAILROG
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 3.5% | ||
| Q3 25 | 9.1% | 7.3% | ||
| Q2 25 | 6.5% | -33.3% | ||
| Q1 25 | 4.0% | -0.2% | ||
| Q4 24 | 8.5% | -6.6% | ||
| Q3 24 | 7.6% | 6.9% | ||
| Q2 24 | 9.0% | 5.3% |
净利率RAILROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -13.2% | 2.3% | ||
| Q3 25 | -4.6% | 4.0% | ||
| Q2 25 | 9.9% | -36.3% | ||
| Q1 25 | 52.4% | -0.7% | ||
| Q4 24 | 25.2% | -0.3% | ||
| Q3 24 | -94.6% | 5.1% | ||
| Q2 24 | 5.6% | 3.8% |
每股收益（稀释后）RAILROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.54 | $0.20 | ||
| Q3 25 | $-0.23 | $0.48 | ||
| Q2 25 | $0.34 | $-4.00 | ||
| Q1 25 | $1.52 | $-0.08 | ||
| Q4 24 | $0.88 | $-0.04 | ||
| Q3 24 | $-3.57 | $0.58 | ||
| Q2 24 | $0.11 | $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 | — | $195.8M |
| 总债务越低越好 | $107.2M | — |
| 股东权益账面价值 | $-107.4M | $1.2B |
| 总资产 | $290.0M | $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RAILROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | — | $197.0M | ||
| Q3 25 | — | $167.8M | ||
| Q2 25 | — | $157.2M | ||
| Q1 25 | — | $175.6M | ||
| Q4 24 | — | $159.8M | ||
| Q3 24 | — | $146.4M | ||
| Q2 24 | — | $119.9M |
总债务RAILROG
| Q1 26 | — | — | ||
| Q4 25 | $107.2M | — | ||
| Q3 25 | $107.6M | — | ||
| Q2 25 | $107.9M | — | ||
| Q1 25 | $108.2M | — | ||
| Q4 24 | $108.4M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益RAILROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $-107.4M | $1.2B | ||
| Q3 25 | $-90.9M | $1.2B | ||
| Q2 25 | $-83.5M | $1.2B | ||
| Q1 25 | $-97.4M | $1.3B | ||
| Q4 24 | $-150.3M | $1.3B | ||
| Q3 24 | $-156.3M | $1.3B | ||
| Q2 24 | $-48.8M | $1.3B |
总资产RAILROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $290.0M | $1.4B | ||
| Q3 25 | $340.8M | $1.4B | ||
| Q2 25 | $328.1M | $1.5B | ||
| Q1 25 | $250.5M | $1.5B | ||
| Q4 24 | $224.2M | $1.5B | ||
| Q3 24 | $245.9M | $1.5B | ||
| Q2 24 | $207.2M | $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 | $10.0M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $8.8M | $1.1M |
| 自由现金流率自由现金流/营收 | 7.0% | 0.5% |
| 资本支出强度资本支出/营收 | 1.0% | 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 | $31.4M | $70.1M |
8季度趋势，按日历期对齐
经营现金流RAILROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $10.0M | $46.9M | ||
| Q3 25 | $3.4M | $28.9M | ||
| Q2 25 | $8.5M | $13.7M | ||
| Q1 25 | $12.8M | $11.7M | ||
| Q4 24 | $5.9M | $33.7M | ||
| Q3 24 | $7.2M | $42.4M | ||
| Q2 24 | $57.2M | $22.9M |
自由现金流RAILROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $8.8M | $42.2M | ||
| Q3 25 | $2.2M | $21.2M | ||
| Q2 25 | $7.9M | $5.6M | ||
| Q1 25 | $12.5M | $2.1M | ||
| Q4 24 | $4.6M | $18.3M | ||
| Q3 24 | $5.7M | $25.2M | ||
| Q2 24 | $55.9M | $8.8M |
自由现金流率RAILROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 7.0% | 20.9% | ||
| Q3 25 | 1.4% | 9.8% | ||
| Q2 25 | 6.7% | 2.8% | ||
| Q1 25 | 13.0% | 1.1% | ||
| Q4 24 | 3.3% | 9.5% | ||
| Q3 24 | 5.0% | 12.0% | ||
| Q2 24 | 38.3% | 4.1% |
资本支出强度RAILROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.0% | 2.3% | ||
| Q3 25 | 0.7% | 3.6% | ||
| Q2 25 | 0.5% | 4.0% | ||
| Q1 25 | 0.3% | 5.0% | ||
| Q4 24 | 0.9% | 8.0% | ||
| Q3 24 | 1.3% | 8.2% | ||
| Q2 24 | 0.9% | 6.6% |
现金转化率RAILROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.25× | — | ||
| Q4 24 | 0.17× | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | 6.99× | 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
RAIL
| Railcar Sales | $118.9M | 95% |
| Aftermarket Sales | $6.6M | 5% |
ROG
暂无分部数据
