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简柏特（REXR）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
简柏特的季度营收约是ROGERS CORP的1.2倍（$245.1M vs $200.5M），ROGERS CORP净利率更高（2.2% vs 0.5%，领先1.7%），ROGERS CORP同比增速更快（5.2% vs -2.9%），过去两年简柏特的营收复合增速更高（1.6% vs -3.3%）
简柏特是全球知名的信息技术服务、咨询及外包提供商，成立于印度古尔冈，注册地为百慕大，总部设于美国纽约。目前全球员工超12.5万人，服务覆盖30余个国家，于纽交所上市，2023年营收达44.8亿美元。
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。
REXR vs ROG — 直观对比
营收规模更大
REXR
是对方的1.2倍
$200.5M
营收增速更快
ROG
高出8.1%
-2.9%
净利率更高
ROG
高出1.7%
0.5%
两年增速更快
REXR
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $245.1M | $200.5M |
| 净利润 | $1.2M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | 41.0% | — |
| 净利率 | 0.5% | 2.2% |
| 营收同比 | -2.9% | 5.2% |
| 净利润同比 | 27.7% | 421.4% |
| 每股收益（稀释后） | $0.38 | $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REXRROG
| Q1 26 | $245.1M | $200.5M | ||
| Q4 25 | $248.1M | $201.5M | ||
| Q3 25 | $253.2M | $216.0M | ||
| Q2 25 | $249.5M | $202.8M | ||
| Q1 25 | $252.3M | $190.5M | ||
| Q4 24 | $242.9M | $192.2M | ||
| Q3 24 | $241.8M | $210.3M | ||
| Q2 24 | $237.6M | $214.2M |
净利润REXRROG
| Q1 26 | $1.2M | $4.5M | ||
| Q4 25 | — | $4.6M | ||
| Q3 25 | $89.9M | $8.6M | ||
| Q2 25 | $116.3M | $-73.6M | ||
| Q1 25 | $71.2M | $-1.4M | ||
| Q4 24 | $64.9M | $-500.0K | ||
| Q3 24 | $67.8M | $10.7M | ||
| Q2 24 | $82.5M | $8.1M |
毛利率REXRROG
| 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REXRROG
| Q1 26 | 41.0% | — | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | — | 7.3% | ||
| Q2 25 | — | -33.3% | ||
| Q1 25 | — | -0.2% | ||
| Q4 24 | — | -6.6% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | — | 5.3% |
净利率REXRROG
| Q1 26 | 0.5% | 2.2% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | 35.5% | 4.0% | ||
| Q2 25 | 46.6% | -36.3% | ||
| Q1 25 | 28.2% | -0.7% | ||
| Q4 24 | 26.7% | -0.3% | ||
| Q3 24 | 28.0% | 5.1% | ||
| Q2 24 | 34.7% | 3.8% |
每股收益（稀释后）REXRROG
| Q1 26 | $0.38 | $0.25 | ||
| Q4 25 | — | $0.20 | ||
| Q3 25 | $0.37 | $0.48 | ||
| Q2 25 | $0.48 | $-4.00 | ||
| Q1 25 | $0.30 | $-0.08 | ||
| Q4 24 | $0.26 | $-0.04 | ||
| Q3 24 | $0.30 | $0.58 | ||
| Q2 24 | $0.37 | $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 | $51.7M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.3B | $1.2B |
| 总资产 | $12.4B | $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REXRROG
| Q1 26 | $51.7M | $195.8M | ||
| Q4 25 | $165.8M | $197.0M | ||
| Q3 25 | $249.0M | $167.8M | ||
| Q2 25 | $431.1M | $157.2M | ||
| Q1 25 | $504.6M | $175.6M | ||
| Q4 24 | $56.0M | $159.8M | ||
| Q3 24 | $61.8M | $146.4M | ||
| Q2 24 | $125.7M | $119.9M |
总债务REXRROG
| Q1 26 | — | — | ||
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.2B | — | ||
| Q2 25 | $3.3B | — | ||
| Q1 25 | $3.3B | — | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $3.4B | — | ||
| Q2 24 | $3.3B | — |
股东权益REXRROG
| Q1 26 | $8.3B | $1.2B | ||
| Q4 25 | $8.5B | $1.2B | ||
| Q3 25 | $8.7B | $1.2B | ||
| Q2 25 | $8.8B | $1.2B | ||
| Q1 25 | $8.8B | $1.3B | ||
| Q4 24 | $8.3B | $1.3B | ||
| Q3 24 | $8.1B | $1.3B | ||
| Q2 24 | $8.0B | $1.3B |
总资产REXRROG
| Q1 26 | $12.4B | $1.4B | ||
| Q4 25 | $12.6B | $1.4B | ||
| Q3 25 | $12.9B | $1.4B | ||
| Q2 25 | $13.1B | $1.5B | ||
| Q1 25 | $13.1B | $1.5B | ||
| Q4 24 | $12.6B | $1.5B | ||
| Q3 24 | $12.4B | $1.5B | ||
| Q2 24 | $12.4B | $1.5B |
负债/权益比REXRROG
| Q1 26 | — | — | ||
| Q4 25 | 0.38× | — | ||
| Q3 25 | 0.37× | — | ||
| Q2 25 | 0.38× | — | ||
| Q1 25 | 0.38× | — | ||
| Q4 24 | 0.40× | — | ||
| Q3 24 | 0.42× | — | ||
| Q2 24 | 0.42× | — |
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 | — | $5.8M |
| 自由现金流经营现金流 - 资本支出 | — | $1.1M |
| 自由现金流率自由现金流/营收 | — | 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 | — | 1.29× |
| 过去12个月自由现金流最近4个季度 | — | $70.1M |
8季度趋势，按日历期对齐
经营现金流REXRROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $542.1M | $46.9M | ||
| Q3 25 | $149.6M | $28.9M | ||
| Q2 25 | $128.2M | $13.7M | ||
| Q1 25 | $152.6M | $11.7M | ||
| Q4 24 | $478.9M | $33.7M | ||
| Q3 24 | $127.2M | $42.4M | ||
| Q2 24 | $101.7M | $22.9M |
自由现金流REXRROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $208.7M | $42.2M | ||
| Q3 25 | $60.5M | $21.2M | ||
| Q2 25 | $45.0M | $5.6M | ||
| Q1 25 | $73.4M | $2.1M | ||
| Q4 24 | $105.5M | $18.3M | ||
| Q3 24 | $7.2M | $25.2M | ||
| Q2 24 | $16.5M | $8.8M |
自由现金流率REXRROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 84.1% | 20.9% | ||
| Q3 25 | 23.9% | 9.8% | ||
| Q2 25 | 18.0% | 2.8% | ||
| Q1 25 | 29.1% | 1.1% | ||
| Q4 24 | 43.4% | 9.5% | ||
| Q3 24 | 3.0% | 12.0% | ||
| Q2 24 | 7.0% | 4.1% |
资本支出强度REXRROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 134.4% | 2.3% | ||
| Q3 25 | 35.2% | 3.6% | ||
| Q2 25 | 33.3% | 4.0% | ||
| Q1 25 | 31.4% | 5.0% | ||
| Q4 24 | 153.7% | 8.0% | ||
| Q3 24 | 49.6% | 8.2% | ||
| Q2 24 | 35.8% | 6.6% |
现金转化率REXRROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | 1.66× | 3.36× | ||
| Q2 25 | 1.10× | — | ||
| Q1 25 | 2.14× | — | ||
| Q4 24 | 7.38× | — | ||
| Q3 24 | 1.88× | 3.96× | ||
| Q2 24 | 1.23× | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
