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Rocket Lab Corp(RKLB)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Rocket Lab Corp的1.1倍($200.5M vs $179.7M),ROGERS CORP净利率更高(2.2% vs -29.5%,领先31.7%),Rocket Lab Corp同比增速更快(35.7% vs 5.2%),ROGERS CORP自由现金流更多($1.1M vs $-114.2M),过去两年Rocket Lab Corp的营收复合增速更高(39.2% vs -3.3%)
Rocket Lab是公开上市的航空航天制造商及发射服务提供商,旗下Electron轨道火箭主打小型卫星发射,截至2026年1月已成功完成超75次任务,是全球现役发射次数最多的小型运载火箭。公司还开发了Electron的亚轨道改型HASTE用作高超音速技术测试平台,下一代可复用中型运载火箭Neutron目前也在研发中。
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。
RKLB vs ROG — 直观对比
营收规模更大
ROG
是对方的1.1倍
$179.7M
营收增速更快
RKLB
高出30.5%
5.2%
净利率更高
ROG
高出31.7%
-29.5%
自由现金流更多
ROG
多$115.3M
$-114.2M
两年增速更快
RKLB
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $179.7M | $200.5M |
| 净利润 | $-52.9M | $4.5M |
| 毛利率 | 38.0% | 32.2% |
| 营业利润率 | -28.4% | — |
| 净利率 | -29.5% | 2.2% |
| 营收同比 | 35.7% | 5.2% |
| 净利润同比 | -1.1% | 421.4% |
| 每股收益(稀释后) | $-0.09 | $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
RKLB
ROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $179.7M | $201.5M | ||
| Q3 25 | $155.1M | $216.0M | ||
| Q2 25 | $144.5M | $202.8M | ||
| Q1 25 | $122.6M | $190.5M | ||
| Q4 24 | $132.4M | $192.2M | ||
| Q3 24 | $104.8M | $210.3M | ||
| Q2 24 | $106.3M | $214.2M |
净利润
RKLB
ROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-52.9M | $4.6M | ||
| Q3 25 | $-18.3M | $8.6M | ||
| Q2 25 | $-66.4M | $-73.6M | ||
| Q1 25 | $-60.6M | $-1.4M | ||
| Q4 24 | $-52.3M | $-500.0K | ||
| Q3 24 | $-51.9M | $10.7M | ||
| Q2 24 | $-41.6M | $8.1M |
毛利率
RKLB
ROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 38.0% | 31.5% | ||
| Q3 25 | 37.0% | 33.5% | ||
| Q2 25 | 32.1% | 31.6% | ||
| Q1 25 | 28.8% | 29.9% | ||
| Q4 24 | 27.8% | 32.1% | ||
| Q3 24 | 26.7% | 35.2% | ||
| Q2 24 | 25.6% | 34.1% |
营业利润率
RKLB
ROG
| Q1 26 | — | — | ||
| Q4 25 | -28.4% | 3.5% | ||
| Q3 25 | -38.0% | 7.3% | ||
| Q2 25 | -41.3% | -33.3% | ||
| Q1 25 | -48.3% | -0.2% | ||
| Q4 24 | -38.9% | -6.6% | ||
| Q3 24 | -49.5% | 6.9% | ||
| Q2 24 | -40.7% | 5.3% |
净利率
RKLB
ROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -29.5% | 2.3% | ||
| Q3 25 | -11.8% | 4.0% | ||
| Q2 25 | -46.0% | -36.3% | ||
| Q1 25 | -49.5% | -0.7% | ||
| Q4 24 | -39.5% | -0.3% | ||
| Q3 24 | -49.6% | 5.1% | ||
| Q2 24 | -39.2% | 3.8% |
每股收益(稀释后)
RKLB
ROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.09 | $0.20 | ||
| Q3 25 | $-0.03 | $0.48 | ||
| Q2 25 | $-0.13 | $-4.00 | ||
| Q1 25 | $-0.12 | $-0.08 | ||
| Q4 24 | $-0.11 | $-0.04 | ||
| Q3 24 | $-0.10 | $0.58 | ||
| Q2 24 | $-0.08 | $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 | $1.0B | $195.8M |
| 总债务越低越好 | $152.4M | — |
| 股东权益账面价值 | $1.7B | $1.2B |
| 总资产 | $2.3B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.09× | — |
8季度趋势,按日历期对齐
现金及短期投资
RKLB
ROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $1.0B | $197.0M | ||
| Q3 25 | $976.7M | $167.8M | ||
| Q2 25 | $688.1M | $157.2M | ||
| Q1 25 | $428.4M | $175.6M | ||
| Q4 24 | $419.0M | $159.8M | ||
| Q3 24 | $442.4M | $146.4M | ||
| Q2 24 | $496.8M | $119.9M |
总债务
RKLB
ROG
| Q1 26 | — | — | ||
| Q4 25 | $152.4M | — | ||
| Q3 25 | $347.0M | — | ||
| Q2 25 | $346.5M | — | ||
| Q1 25 | $345.9M | — | ||
| Q4 24 | $345.4M | — | ||
| Q3 24 | $61.2M | — | ||
| Q2 24 | $64.2M | — |
股东权益
RKLB
ROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.7B | $1.2B | ||
| Q3 25 | $1.3B | $1.2B | ||
| Q2 25 | $688.5M | $1.2B | ||
| Q1 25 | $431.3M | $1.3B | ||
| Q4 24 | $382.5M | $1.3B | ||
| Q3 24 | $419.8M | $1.3B | ||
| Q2 24 | $455.2M | $1.3B |
总资产
RKLB
ROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.3B | $1.4B | ||
| Q3 25 | $2.2B | $1.4B | ||
| Q2 25 | $1.6B | $1.5B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.2B | $1.5B | ||
| Q3 24 | $1.2B | $1.5B | ||
| Q2 24 | $1.2B | $1.5B |
负债/权益比
RKLB
ROG
| Q1 26 | — | — | ||
| Q4 25 | 0.09× | — | ||
| Q3 25 | 0.27× | — | ||
| Q2 25 | 0.50× | — | ||
| Q1 25 | 0.80× | — | ||
| Q4 24 | 0.90× | — | ||
| Q3 24 | 0.15× | — | ||
| Q2 24 | 0.14× | — |
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 | $-64.5M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-114.2M | $1.1M |
| 自由现金流率自由现金流/营收 | -63.6% | 0.5% |
| 资本支出强度资本支出/营收 | 27.6% | 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 | $-321.8M | $70.1M |
8季度趋势,按日历期对齐
经营现金流
RKLB
ROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-64.5M | $46.9M | ||
| Q3 25 | $-23.5M | $28.9M | ||
| Q2 25 | $-23.2M | $13.7M | ||
| Q1 25 | $-54.2M | $11.7M | ||
| Q4 24 | $-2.4M | $33.7M | ||
| Q3 24 | $-30.9M | $42.4M | ||
| Q2 24 | $-13.0M | $22.9M |
自由现金流
RKLB
ROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-114.2M | $42.2M | ||
| Q3 25 | $-69.4M | $21.2M | ||
| Q2 25 | $-55.3M | $5.6M | ||
| Q1 25 | $-82.9M | $2.1M | ||
| Q4 24 | $-23.9M | $18.3M | ||
| Q3 24 | $-41.9M | $25.2M | ||
| Q2 24 | $-28.3M | $8.8M |
自由现金流率
RKLB
ROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | -63.6% | 20.9% | ||
| Q3 25 | -44.8% | 9.8% | ||
| Q2 25 | -38.3% | 2.8% | ||
| Q1 25 | -67.6% | 1.1% | ||
| Q4 24 | -18.1% | 9.5% | ||
| Q3 24 | -40.0% | 12.0% | ||
| Q2 24 | -26.7% | 4.1% |
资本支出强度
RKLB
ROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 27.6% | 2.3% | ||
| Q3 25 | 29.6% | 3.6% | ||
| Q2 25 | 22.2% | 4.0% | ||
| Q1 25 | 23.4% | 5.0% | ||
| Q4 24 | 16.3% | 8.0% | ||
| Q3 24 | 10.5% | 8.2% | ||
| Q2 24 | 14.4% | 6.6% |
现金转化率
RKLB
ROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| 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
业务分部营收拆解
RKLB
| Products | $94.0M | 52% |
| Transferred Over Time | $87.3M | 49% |
ROG
暂无分部数据