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ROGERS CORP(ROG)与世纪互联(VNET)财务数据对比。点击上方公司名可切换其他公司
世纪互联的季度营收约是ROGERS CORP的1.8倍($362.7M vs $200.5M),ROGERS CORP净利率更高(2.2% vs -10.7%,领先12.9%),ROGERS CORP自由现金流更多($1.1M vs $-193.1M),过去两年世纪互联的营收复合增速更高(17.4% 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。
VNET Group即世纪互联,是中国领先的第三方中立数据中心服务商,提供机柜托管、云基础设施、混合云部署及网络管理等解决方案,服务覆盖科技、金融、零售等多领域企业客户,为企业数字化运营提供稳定的算力与网络支撑。
ROG vs VNET — 直观对比
营收规模更大
VNET
是对方的1.8倍
$200.5M
净利率更高
ROG
高出12.9%
-10.7%
自由现金流更多
ROG
多$194.2M
$-193.1M
两年增速更快
VNET
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $200.5M | $362.7M |
| 净利润 | $4.5M | $-38.7M |
| 毛利率 | 32.2% | 20.9% |
| 营业利润率 | — | 0.5% |
| 净利率 | 2.2% | -10.7% |
| 营收同比 | 5.2% | — |
| 净利润同比 | 421.4% | — |
| 每股收益(稀释后) | $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
ROG
VNET
| Q1 26 | $200.5M | — | ||
| Q4 25 | $201.5M | — | ||
| Q3 25 | $216.0M | $362.7M | ||
| Q2 25 | $202.8M | — | ||
| Q1 25 | $190.5M | $309.5M | ||
| Q4 24 | $192.2M | — | ||
| Q3 24 | $210.3M | $302.2M | ||
| Q2 24 | $214.2M | $274.4M |
净利润
ROG
VNET
| Q1 26 | $4.5M | — | ||
| Q4 25 | $4.6M | — | ||
| Q3 25 | $8.6M | $-38.7M | ||
| Q2 25 | $-73.6M | — | ||
| Q1 25 | $-1.4M | $-2.4M | ||
| Q4 24 | $-500.0K | — | ||
| Q3 24 | $10.7M | $-2.1M | ||
| Q2 24 | $8.1M | $-1.1M |
毛利率
ROG
VNET
| Q1 26 | 32.2% | — | ||
| Q4 25 | 31.5% | — | ||
| Q3 25 | 33.5% | 20.9% | ||
| Q2 25 | 31.6% | — | ||
| Q1 25 | 29.9% | 25.2% | ||
| Q4 24 | 32.1% | — | ||
| Q3 24 | 35.2% | 23.2% | ||
| Q2 24 | 34.1% | 21.3% |
营业利润率
ROG
VNET
| Q1 26 | — | — | ||
| Q4 25 | 3.5% | — | ||
| Q3 25 | 7.3% | 0.5% | ||
| Q2 25 | -33.3% | — | ||
| Q1 25 | -0.2% | 0.1% | ||
| Q4 24 | -6.6% | — | ||
| Q3 24 | 6.9% | 24.5% | ||
| Q2 24 | 5.3% | 0.2% |
净利率
ROG
VNET
| Q1 26 | 2.2% | — | ||
| Q4 25 | 2.3% | — | ||
| Q3 25 | 4.0% | -10.7% | ||
| Q2 25 | -36.3% | — | ||
| Q1 25 | -0.7% | -0.8% | ||
| Q4 24 | -0.3% | — | ||
| Q3 24 | 5.1% | -0.7% | ||
| Q2 24 | 3.8% | -0.4% |
每股收益(稀释后)
ROG
VNET
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.20 | — | ||
| Q3 25 | $0.48 | — | ||
| Q2 25 | $-4.00 | — | ||
| Q1 25 | $-0.08 | — | ||
| Q4 24 | $-0.04 | — | ||
| Q3 24 | $0.58 | — | ||
| Q2 24 | $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 | $195.8M | $492.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.2B | $890.8M |
| 总资产 | $1.4B | $6.1B |
| 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
ROG
VNET
| Q1 26 | $195.8M | — | ||
| Q4 25 | $197.0M | — | ||
| Q3 25 | $167.8M | $492.1M | ||
| Q2 25 | $157.2M | — | ||
| Q1 25 | $175.6M | $544.3M | ||
| Q4 24 | $159.8M | — | ||
| Q3 24 | $146.4M | $219.5M | ||
| Q2 24 | $119.9M | $247.2M |
总债务
ROG
VNET
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | — |
股东权益
ROG
VNET
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | $890.8M | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.3B | $927.8M | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | $902.9M | ||
| Q2 24 | $1.3B | $900.6M |
总资产
ROG
VNET
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | $6.1B | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | $5.4B | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.5B | $4.3B | ||
| Q2 24 | $1.5B | $4.0B |
负债/权益比
ROG
VNET
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.28× | ||
| 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 | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $1.1M | $-193.1M |
| 自由现金流率自由现金流/营收 | 0.5% | -53.2% |
| 资本支出强度资本支出/营收 | 2.3% | 84.6% |
| 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 | $-589.7M |
8季度趋势,按日历期对齐
经营现金流
ROG
VNET
| Q1 26 | $5.8M | — | ||
| Q4 25 | $46.9M | — | ||
| Q3 25 | $28.9M | $113.8M | ||
| Q2 25 | $13.7M | — | ||
| Q1 25 | $11.7M | $27.0M | ||
| Q4 24 | $33.7M | — | ||
| Q3 24 | $42.4M | $108.3M | ||
| Q2 24 | $22.9M | $55.8M |
自由现金流
ROG
VNET
| Q1 26 | $1.1M | — | ||
| Q4 25 | $42.2M | — | ||
| Q3 25 | $21.2M | $-193.1M | ||
| Q2 25 | $5.6M | — | ||
| Q1 25 | $2.1M | $-220.0M | ||
| Q4 24 | $18.3M | — | ||
| Q3 24 | $25.2M | $-95.0M | ||
| Q2 24 | $8.8M | $-81.6M |
自由现金流率
ROG
VNET
| Q1 26 | 0.5% | — | ||
| Q4 25 | 20.9% | — | ||
| Q3 25 | 9.8% | -53.2% | ||
| Q2 25 | 2.8% | — | ||
| Q1 25 | 1.1% | -71.1% | ||
| Q4 24 | 9.5% | — | ||
| Q3 24 | 12.0% | -31.4% | ||
| Q2 24 | 4.1% | -29.8% |
资本支出强度
ROG
VNET
| Q1 26 | 2.3% | — | ||
| Q4 25 | 2.3% | — | ||
| Q3 25 | 3.6% | 84.6% | ||
| Q2 25 | 4.0% | — | ||
| Q1 25 | 5.0% | 79.8% | ||
| Q4 24 | 8.0% | — | ||
| Q3 24 | 8.2% | 67.3% | ||
| Q2 24 | 6.6% | 50.1% |
现金转化率
ROG
VNET
| 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