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RAMBUS INC（RMBS）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RAMBUS INC的1.1倍（$200.5M vs $180.2M），RAMBUS INC净利率更高（33.2% vs 2.2%，领先31.0%），RAMBUS INC同比增速更快（8.1% vs 5.2%），过去两年RAMBUS INC的营收复合增速更高（16.8% vs -3.3%）
Rambus Inc.是创立于1990年的美国科技企业，专注于芯片接口技术与架构的设计、研发及授权，相关技术广泛应用于各类数字电子产品。公司因发明RDRAM内存技术而闻名，在知识产权领域拥有深厚积累。
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。
RMBS vs ROG — 直观对比
营收规模更大
ROG
是对方的1.1倍
$180.2M
营收增速更快
RMBS
高出2.8%
5.2%
净利率更高
RMBS
高出31.0%
2.2%
两年增速更快
RMBS
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $180.2M | $200.5M |
| 净利润 | $59.9M | $4.5M |
| 毛利率 | 79.7% | 32.2% |
| 营业利润率 | 34.3% | — |
| 净利率 | 33.2% | 2.2% |
| 营收同比 | 8.1% | 5.2% |
| 净利润同比 | -7.3% | 421.4% |
| 每股收益（稀释后） | $0.55 | $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RMBSROG
| Q1 26 | $180.2M | $200.5M | ||
| Q4 25 | $190.2M | $201.5M | ||
| Q3 25 | $178.5M | $216.0M | ||
| Q2 25 | $172.2M | $202.8M | ||
| Q1 25 | $166.7M | $190.5M | ||
| Q4 24 | $161.1M | $192.2M | ||
| Q3 24 | $145.5M | $210.3M | ||
| Q2 24 | $132.1M | $214.2M |
净利润RMBSROG
| Q1 26 | $59.9M | $4.5M | ||
| Q4 25 | $63.8M | $4.6M | ||
| Q3 25 | $48.4M | $8.6M | ||
| Q2 25 | $57.9M | $-73.6M | ||
| Q1 25 | $60.3M | $-1.4M | ||
| Q4 24 | $62.2M | $-500.0K | ||
| Q3 24 | $48.7M | $10.7M | ||
| Q2 24 | $36.1M | $8.1M |
毛利率RMBSROG
| Q1 26 | 79.7% | 32.2% | ||
| Q4 25 | 78.9% | 31.5% | ||
| Q3 25 | 79.5% | 33.5% | ||
| Q2 25 | 79.8% | 31.6% | ||
| Q1 25 | 80.3% | 29.9% | ||
| Q4 24 | 80.4% | 32.1% | ||
| Q3 24 | 80.7% | 35.2% | ||
| Q2 24 | 79.7% | 34.1% |
营业利润率RMBSROG
| Q1 26 | 34.3% | — | ||
| Q4 25 | 37.2% | 3.5% | ||
| Q3 25 | 35.4% | 7.3% | ||
| Q2 25 | 36.6% | -33.3% | ||
| Q1 25 | 37.9% | -0.2% | ||
| Q4 24 | 35.9% | -6.6% | ||
| Q3 24 | 37.6% | 6.9% | ||
| Q2 24 | 30.5% | 5.3% |
净利率RMBSROG
| Q1 26 | 33.2% | 2.2% | ||
| Q4 25 | 33.6% | 2.3% | ||
| Q3 25 | 27.1% | 4.0% | ||
| Q2 25 | 33.6% | -36.3% | ||
| Q1 25 | 36.2% | -0.7% | ||
| Q4 24 | 38.6% | -0.3% | ||
| Q3 24 | 33.4% | 5.1% | ||
| Q2 24 | 27.3% | 3.8% |
每股收益（稀释后）RMBSROG
| Q1 26 | $0.55 | $0.25 | ||
| Q4 25 | $0.58 | $0.20 | ||
| Q3 25 | $0.44 | $0.48 | ||
| Q2 25 | $0.53 | $-4.00 | ||
| Q1 25 | $0.56 | $-0.08 | ||
| Q4 24 | $0.57 | $-0.04 | ||
| Q3 24 | $0.45 | $0.58 | ||
| Q2 24 | $0.33 | $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 | $134.3M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $1.2B |
| 总资产 | $1.5B | $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RMBSROG
| Q1 26 | $134.3M | $195.8M | ||
| Q4 25 | $182.8M | $197.0M | ||
| Q3 25 | $79.2M | $167.8M | ||
| Q2 25 | $87.8M | $157.2M | ||
| Q1 25 | $132.2M | $175.6M | ||
| Q4 24 | $99.8M | $159.8M | ||
| Q3 24 | $114.0M | $146.4M | ||
| Q2 24 | $124.6M | $119.9M |
股东权益RMBSROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.4B | $1.2B | ||
| Q3 25 | $1.3B | $1.2B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.0B | $1.3B | ||
| Q2 24 | $1.0B | $1.3B |
总资产RMBSROG
| Q1 26 | $1.5B | $1.4B | ||
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.5B | $1.5B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.3B | $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 | — | $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RMBSROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $99.8M | $46.9M | ||
| Q3 25 | $88.4M | $28.9M | ||
| Q2 25 | $94.4M | $13.7M | ||
| Q1 25 | $77.4M | $11.7M | ||
| Q4 24 | $59.0M | $33.7M | ||
| Q3 24 | $62.1M | $42.4M | ||
| Q2 24 | $70.4M | $22.9M |
自由现金流RMBSROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $93.3M | $42.2M | ||
| Q3 25 | $82.5M | $21.2M | ||
| Q2 25 | $87.9M | $5.6M | ||
| Q1 25 | $69.5M | $2.1M | ||
| Q4 24 | $52.5M | $18.3M | ||
| Q3 24 | $52.2M | $25.2M | ||
| Q2 24 | $59.1M | $8.8M |
自由现金流率RMBSROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 49.0% | 20.9% | ||
| Q3 25 | 46.2% | 9.8% | ||
| Q2 25 | 51.0% | 2.8% | ||
| Q1 25 | 41.7% | 1.1% | ||
| Q4 24 | 32.6% | 9.5% | ||
| Q3 24 | 35.9% | 12.0% | ||
| Q2 24 | 44.7% | 4.1% |
资本支出强度RMBSROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 3.4% | 2.3% | ||
| Q3 25 | 3.3% | 3.6% | ||
| Q2 25 | 3.8% | 4.0% | ||
| Q1 25 | 4.7% | 5.0% | ||
| Q4 24 | 4.0% | 8.0% | ||
| Q3 24 | 6.8% | 8.2% | ||
| Q2 24 | 8.6% | 6.6% |
现金转化率RMBSROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 1.56× | 10.20× | ||
| Q3 25 | 1.83× | 3.36× | ||
| Q2 25 | 1.63× | — | ||
| Q1 25 | 1.28× | — | ||
| Q4 24 | 0.95× | — | ||
| Q3 24 | 1.28× | 3.96× | ||
| Q2 24 | 1.95× | 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
RMBS
| Product revenue | $88.0M | 49% |
| Royalties | $69.6M | 39% |
| Contract and other revenue | $22.6M | 13% |
ROG
暂无分部数据
