vs
ROGERS CORP（ROG）与医疗房产信托（SVC）财务数据对比。点击上方公司名可切换其他公司
医疗房产信托的季度营收约是ROGERS CORP的1.5倍（$296.5M vs $200.5M），ROGERS CORP净利率更高（2.2% vs -0.3%，领先2.5%），ROGERS CORP同比增速更快（5.2% vs -17.0%），ROGERS CORP自由现金流更多（$1.1M vs $-95.2M），过去两年ROGERS CORP的营收复合增速更高（-3.3% vs -6.1%）
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。
医疗房产信托（MPT）是总部位于阿拉巴马州伯明翰的国际房地产投资信托（REIT），主要在美国和欧洲地区收购投资医疗设施与营利性医疗控股公司。该公司的房产收购多采用售后回租模式，原产权方出售房产给MPT后成为承租租户，其租户普遍签订长期三净租约。
ROG vs SVC — 直观对比
营收规模更大
SVC
是对方的1.5倍
$200.5M
营收增速更快
ROG
高出22.2%
-17.0%
净利率更高
ROG
高出2.5%
-0.3%
自由现金流更多
ROG
多$96.3M
$-95.2M
两年增速更快
ROG
近两年复合增速
-6.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $200.5M | $296.5M |
| 净利润 | $4.5M | $-782.0K |
| 毛利率 | 32.2% | — |
| 营业利润率 | — | -3.9% |
| 净利率 | 2.2% | -0.3% |
| 营收同比 | 5.2% | -17.0% |
| 净利润同比 | 421.4% | 99.0% |
| 每股收益（稀释后） | $0.25 | $-0.01 |
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ROGSVC
| Q1 26 | $200.5M | — | ||
| Q4 25 | $201.5M | $296.5M | ||
| Q3 25 | $216.0M | $377.6M | ||
| Q2 25 | $202.8M | $404.4M | ||
| Q1 25 | $190.5M | $335.0M | ||
| Q4 24 | $192.2M | $357.0M | ||
| Q3 24 | $210.3M | $390.9M | ||
| Q2 24 | $214.2M | $412.5M |
净利润ROGSVC
| Q1 26 | $4.5M | — | ||
| Q4 25 | $4.6M | $-782.0K | ||
| Q3 25 | $8.6M | $-46.9M | ||
| Q2 25 | $-73.6M | $-38.2M | ||
| Q1 25 | $-1.4M | $-116.4M | ||
| Q4 24 | $-500.0K | $-76.4M | ||
| Q3 24 | $10.7M | $-46.9M | ||
| Q2 24 | $8.1M | $-73.8M |
毛利率ROGSVC
| 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ROGSVC
| Q1 26 | — | — | ||
| Q4 25 | 3.5% | -3.9% | ||
| Q3 25 | 7.3% | -12.8% | ||
| Q2 25 | -33.3% | -9.2% | ||
| Q1 25 | -0.2% | -33.3% | ||
| Q4 24 | -6.6% | -19.4% | ||
| Q3 24 | 6.9% | -12.8% | ||
| Q2 24 | 5.3% | -17.1% |
净利率ROGSVC
| Q1 26 | 2.2% | — | ||
| Q4 25 | 2.3% | -0.3% | ||
| Q3 25 | 4.0% | -12.4% | ||
| Q2 25 | -36.3% | -9.4% | ||
| Q1 25 | -0.7% | -34.8% | ||
| Q4 24 | -0.3% | -21.4% | ||
| Q3 24 | 5.1% | -12.0% | ||
| Q2 24 | 3.8% | -17.9% |
每股收益（稀释后）ROGSVC
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.20 | $-0.01 | ||
| Q3 25 | $0.48 | $-0.28 | ||
| Q2 25 | $-4.00 | $-0.23 | ||
| Q1 25 | $-0.08 | $-0.70 | ||
| Q4 24 | $-0.04 | $-0.46 | ||
| Q3 24 | $0.58 | $-0.28 | ||
| Q2 24 | $0.44 | $-0.45 |
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 | $346.8M |
| 总债务越低越好 | — | $5.5B |
| 股东权益账面价值 | $1.2B | $646.1M |
| 总资产 | $1.4B | $6.5B |
| 负债/权益比越低杠杆越低 | — | 8.52× |
8季度趋势，按日历期对齐
现金及短期投资ROGSVC
| Q1 26 | $195.8M | — | ||
| Q4 25 | $197.0M | $346.8M | ||
| Q3 25 | $167.8M | $417.4M | ||
| Q2 25 | $157.2M | $63.2M | ||
| Q1 25 | $175.6M | $80.1M | ||
| Q4 24 | $159.8M | $143.5M | ||
| Q3 24 | $146.4M | $48.6M | ||
| Q2 24 | $119.9M | $14.6M |
总债务ROGSVC
| Q1 26 | — | — | ||
| Q4 25 | — | $5.5B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ROGSVC
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $646.1M | ||
| Q3 25 | $1.2B | $647.9M | ||
| Q2 25 | $1.2B | $695.9M | ||
| Q1 25 | $1.3B | $734.6M | ||
| Q4 24 | $1.3B | $851.9M | ||
| Q3 24 | $1.3B | $929.0M | ||
| Q2 24 | $1.3B | $1.0B |
总资产ROGSVC
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $6.5B | ||
| Q3 25 | $1.4B | $7.0B | ||
| Q2 25 | $1.5B | $6.9B | ||
| Q1 25 | $1.5B | $7.0B | ||
| Q4 24 | $1.5B | $7.1B | ||
| Q3 24 | $1.5B | $7.1B | ||
| Q2 24 | $1.5B | $7.1B |
负债/权益比ROGSVC
| Q1 26 | — | — | ||
| Q4 25 | — | 8.52× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 6.85× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $-18.5M |
| 自由现金流经营现金流 - 资本支出 | $1.1M | $-95.2M |
| 自由现金流率自由现金流/营收 | 0.5% | -32.1% |
| 资本支出强度资本支出/营收 | 2.3% | 25.9% |
| 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 | $-107.0M |
8季度趋势，按日历期对齐
经营现金流ROGSVC
| Q1 26 | $5.8M | — | ||
| Q4 25 | $46.9M | $-18.5M | ||
| Q3 25 | $28.9M | $98.1M | ||
| Q2 25 | $13.7M | $-7.0K | ||
| Q1 25 | $11.7M | $38.2M | ||
| Q4 24 | $33.7M | $-9.7M | ||
| Q3 24 | $42.4M | $106.2M | ||
| Q2 24 | $22.9M | $43.8M |
自由现金流ROGSVC
| Q1 26 | $1.1M | — | ||
| Q4 25 | $42.2M | $-95.2M | ||
| Q3 25 | $21.2M | $57.9M | ||
| Q2 25 | $5.6M | $-46.6M | ||
| Q1 25 | $2.1M | $-23.2M | ||
| Q4 24 | $18.3M | $-88.9M | ||
| Q3 24 | $25.2M | $24.1M | ||
| Q2 24 | $8.8M | $-22.3M |
自由现金流率ROGSVC
| Q1 26 | 0.5% | — | ||
| Q4 25 | 20.9% | -32.1% | ||
| Q3 25 | 9.8% | 15.3% | ||
| Q2 25 | 2.8% | -11.5% | ||
| Q1 25 | 1.1% | -6.9% | ||
| Q4 24 | 9.5% | -24.9% | ||
| Q3 24 | 12.0% | 6.2% | ||
| Q2 24 | 4.1% | -5.4% |
资本支出强度ROGSVC
| Q1 26 | 2.3% | — | ||
| Q4 25 | 2.3% | 25.9% | ||
| Q3 25 | 3.6% | 10.6% | ||
| Q2 25 | 4.0% | 11.5% | ||
| Q1 25 | 5.0% | 18.3% | ||
| Q4 24 | 8.0% | 22.2% | ||
| Q3 24 | 8.2% | 21.0% | ||
| Q2 24 | 6.6% | 16.0% |
现金转化率ROGSVC
| 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
