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ROGERS CORP（ROG）与Stitch Fix, Inc.（SFIX）财务数据对比。点击上方公司名可切换其他公司
Stitch Fix, Inc.的季度营收约是ROGERS CORP的1.7倍（$342.1M vs $200.5M），ROGERS CORP净利率更高（2.2% vs -1.9%，领先4.1%），Stitch Fix, Inc.同比增速更快（7.3% vs 5.2%），Stitch Fix, Inc.自由现金流更多（$5.6M vs $1.1M），过去两年Stitch Fix, Inc.的营收复合增速更高（1.8% vs -3.3%）
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。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
ROG vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.7倍
$200.5M
营收增速更快
SFIX
高出2.1%
5.2%
净利率更高
ROG
高出4.1%
-1.9%
自由现金流更多
SFIX
多$4.5M
$1.1M
两年增速更快
SFIX
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $200.5M | $342.1M |
| 净利润 | $4.5M | $-6.4M |
| 毛利率 | 32.2% | 43.6% |
| 营业利润率 | — | -2.5% |
| 净利率 | 2.2% | -1.9% |
| 营收同比 | 5.2% | 7.3% |
| 净利润同比 | 421.4% | -1.7% |
| 每股收益（稀释后） | $0.25 | $-0.05 |
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ROGSFIX
| Q1 26 | $200.5M | — | ||
| Q4 25 | $201.5M | $342.1M | ||
| Q3 25 | $216.0M | $311.2M | ||
| Q2 25 | $202.8M | $325.0M | ||
| Q1 25 | $190.5M | $312.1M | ||
| Q4 24 | $192.2M | $318.8M | ||
| Q3 24 | $210.3M | $319.6M | ||
| Q2 24 | $214.2M | $322.7M |
净利润ROGSFIX
| Q1 26 | $4.5M | — | ||
| Q4 25 | $4.6M | $-6.4M | ||
| Q3 25 | $8.6M | $-8.6M | ||
| Q2 25 | $-73.6M | $-7.4M | ||
| Q1 25 | $-1.4M | $-6.5M | ||
| Q4 24 | $-500.0K | $-6.3M | ||
| Q3 24 | $10.7M | $-36.5M | ||
| Q2 24 | $8.1M | $-21.3M |
毛利率ROGSFIX
| Q1 26 | 32.2% | — | ||
| Q4 25 | 31.5% | 43.6% | ||
| Q3 25 | 33.5% | 43.6% | ||
| Q2 25 | 31.6% | 44.2% | ||
| Q1 25 | 29.9% | 44.5% | ||
| Q4 24 | 32.1% | 45.4% | ||
| Q3 24 | 35.2% | 44.6% | ||
| Q2 24 | 34.1% | 45.5% |
营业利润率ROGSFIX
| Q1 26 | — | — | ||
| Q4 25 | 3.5% | -2.5% | ||
| Q3 25 | 7.3% | -3.6% | ||
| Q2 25 | -33.3% | -3.0% | ||
| Q1 25 | -0.2% | -2.9% | ||
| Q4 24 | -6.6% | -2.8% | ||
| Q3 24 | 6.9% | -13.1% | ||
| Q2 24 | 5.3% | -7.7% |
净利率ROGSFIX
| Q1 26 | 2.2% | — | ||
| Q4 25 | 2.3% | -1.9% | ||
| Q3 25 | 4.0% | -2.8% | ||
| Q2 25 | -36.3% | -2.3% | ||
| Q1 25 | -0.7% | -2.1% | ||
| Q4 24 | -0.3% | -2.0% | ||
| Q3 24 | 5.1% | -11.4% | ||
| Q2 24 | 3.8% | -6.6% |
每股收益（稀释后）ROGSFIX
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.20 | $-0.05 | ||
| Q3 25 | $0.48 | $-0.06 | ||
| Q2 25 | $-4.00 | $-0.06 | ||
| Q1 25 | $-0.08 | $-0.05 | ||
| Q4 24 | $-0.04 | $-0.05 | ||
| Q3 24 | $0.58 | $-0.29 | ||
| Q2 24 | $0.44 | $-0.18 |
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 | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.2B | $204.1M |
| 总资产 | $1.4B | $530.7M |
| 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ROGSFIX
| Q1 26 | $195.8M | — | ||
| Q4 25 | $197.0M | $244.2M | ||
| Q3 25 | $167.8M | $234.9M | ||
| Q2 25 | $157.2M | $234.2M | ||
| Q1 25 | $175.6M | $219.1M | ||
| Q4 24 | $159.8M | $253.3M | ||
| Q3 24 | $146.4M | $247.0M | ||
| Q2 24 | $119.9M | $244.5M |
股东权益ROGSFIX
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $204.1M | ||
| Q3 25 | $1.2B | $203.0M | ||
| Q2 25 | $1.2B | $200.4M | ||
| Q1 25 | $1.3B | $197.8M | ||
| Q4 24 | $1.3B | $190.5M | ||
| Q3 24 | $1.3B | $187.0M | ||
| Q2 24 | $1.3B | $208.9M |
总资产ROGSFIX
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $530.7M | ||
| Q3 25 | $1.4B | $480.6M | ||
| Q2 25 | $1.5B | $484.7M | ||
| Q1 25 | $1.5B | $472.6M | ||
| Q4 24 | $1.5B | $507.1M | ||
| Q3 24 | $1.5B | $486.9M | ||
| Q2 24 | $1.5B | $537.0M |
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 | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $1.1M | $5.6M |
| 自由现金流率自由现金流/营收 | 0.5% | 1.6% |
| 资本支出强度资本支出/营收 | 2.3% | 1.6% |
| 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 | $4.9M |
8季度趋势，按日历期对齐
经营现金流ROGSFIX
| Q1 26 | $5.8M | — | ||
| Q4 25 | $46.9M | $10.9M | ||
| Q3 25 | $28.9M | $7.0M | ||
| Q2 25 | $13.7M | $20.5M | ||
| Q1 25 | $11.7M | $-16.2M | ||
| Q4 24 | $33.7M | $14.3M | ||
| Q3 24 | $42.4M | $8.2M | ||
| Q2 24 | $22.9M | $21.7M |
自由现金流ROGSFIX
| Q1 26 | $1.1M | — | ||
| Q4 25 | $42.2M | $5.6M | ||
| Q3 25 | $21.2M | $2.8M | ||
| Q2 25 | $5.6M | $16.0M | ||
| Q1 25 | $2.1M | $-19.4M | ||
| Q4 24 | $18.3M | $9.9M | ||
| Q3 24 | $25.2M | $4.5M | ||
| Q2 24 | $8.8M | $18.9M |
自由现金流率ROGSFIX
| Q1 26 | 0.5% | — | ||
| Q4 25 | 20.9% | 1.6% | ||
| Q3 25 | 9.8% | 0.9% | ||
| Q2 25 | 2.8% | 4.9% | ||
| Q1 25 | 1.1% | -6.2% | ||
| Q4 24 | 9.5% | 3.1% | ||
| Q3 24 | 12.0% | 1.4% | ||
| Q2 24 | 4.1% | 5.9% |
资本支出强度ROGSFIX
| Q1 26 | 2.3% | — | ||
| Q4 25 | 2.3% | 1.6% | ||
| Q3 25 | 3.6% | 1.4% | ||
| Q2 25 | 4.0% | 1.4% | ||
| Q1 25 | 5.0% | 1.0% | ||
| Q4 24 | 8.0% | 1.4% | ||
| Q3 24 | 8.2% | 1.2% | ||
| Q2 24 | 6.6% | 0.9% |
现金转化率ROGSFIX
| 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
