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ROGERS CORP（ROG）与再鼎医药（ZLAB）财务数据对比。点击上方公司名可切换其他公司
ROGERS CORP的季度营收约是再鼎医药的1.6倍（$200.5M vs $127.1M），再鼎医药同比增速更快（17.1% vs 5.2%），ROGERS CORP自由现金流更多（$1.1M vs $-26.7M），过去两年再鼎医药的营收复合增速更高（20.8% 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。
再鼎医药是一家创新生物制药企业，专注于肿瘤、自身免疫性疾病、感染性疾病等领域创新疗法的研发、生产与商业化，核心市场覆盖大中华区，与全球多家头部生物科技企业合作，为存在未被满足医疗需求的患者提供治疗方案。
ROG vs ZLAB — 直观对比
营收规模更大
ROG
是对方的1.6倍
$127.1M
营收增速更快
ZLAB
高出11.9%
5.2%
自由现金流更多
ROG
多$27.8M
$-26.7M
两年增速更快
ZLAB
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $200.5M | $127.1M |
| 净利润 | $4.5M | — |
| 毛利率 | 32.2% | 51.0% |
| 营业利润率 | — | -54.6% |
| 净利率 | 2.2% | — |
| 营收同比 | 5.2% | 17.1% |
| 净利润同比 | 421.4% | — |
| 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ROGZLAB
| Q1 26 | $200.5M | — | ||
| Q4 25 | $201.5M | $127.1M | ||
| Q3 25 | $216.0M | $115.4M | ||
| Q2 25 | $202.8M | $109.1M | ||
| Q1 25 | $190.5M | $105.7M | ||
| Q4 24 | $192.2M | $108.5M | ||
| Q3 24 | $210.3M | $101.8M | ||
| Q2 24 | $214.2M | $100.1M |
净利润ROGZLAB
| Q1 26 | $4.5M | — | ||
| Q4 25 | $4.6M | — | ||
| Q3 25 | $8.6M | $-36.0M | ||
| Q2 25 | $-73.6M | $-40.7M | ||
| Q1 25 | $-1.4M | $-48.4M | ||
| Q4 24 | $-500.0K | — | ||
| Q3 24 | $10.7M | $-41.7M | ||
| Q2 24 | $8.1M | $-80.3M |
毛利率ROGZLAB
| Q1 26 | 32.2% | — | ||
| Q4 25 | 31.5% | 51.0% | ||
| Q3 25 | 33.5% | 59.5% | ||
| Q2 25 | 31.6% | 60.6% | ||
| Q1 25 | 29.9% | 63.6% | ||
| Q4 24 | 32.1% | 61.5% | ||
| Q3 24 | 35.2% | 64.1% | ||
| Q2 24 | 34.1% | 64.9% |
营业利润率ROGZLAB
| Q1 26 | — | — | ||
| Q4 25 | 3.5% | -54.6% | ||
| Q3 25 | 7.3% | -42.3% | ||
| Q2 25 | -33.3% | -50.3% | ||
| Q1 25 | -0.2% | -53.3% | ||
| Q4 24 | -6.6% | -62.6% | ||
| Q3 24 | 6.9% | -66.6% | ||
| Q2 24 | 5.3% | -76.0% |
净利率ROGZLAB
| Q1 26 | 2.2% | — | ||
| Q4 25 | 2.3% | — | ||
| Q3 25 | 4.0% | -31.2% | ||
| Q2 25 | -36.3% | -37.3% | ||
| Q1 25 | -0.7% | -45.8% | ||
| Q4 24 | -0.3% | — | ||
| Q3 24 | 5.1% | -40.9% | ||
| Q2 24 | 3.8% | -80.2% |
每股收益（稀释后）ROGZLAB
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.20 | $-0.05 | ||
| Q3 25 | $0.48 | $-0.03 | ||
| Q2 25 | $-4.00 | $-0.04 | ||
| Q1 25 | $-0.08 | $-0.04 | ||
| Q4 24 | $-0.04 | $-0.09 | ||
| Q3 24 | $0.58 | $-0.04 | ||
| Q2 24 | $0.44 | $-0.08 |
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 | $689.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.2B | $715.5M |
| 总资产 | $1.4B | $1.2B |
| 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ROGZLAB
| Q1 26 | $195.8M | — | ||
| Q4 25 | $197.0M | $689.6M | ||
| Q3 25 | $167.8M | $717.2M | ||
| Q2 25 | $157.2M | $732.2M | ||
| Q1 25 | $175.6M | $757.3M | ||
| Q4 24 | $159.8M | $779.7M | ||
| Q3 24 | $146.4M | $616.1M | ||
| Q2 24 | $119.9M | $630.0M |
股东权益ROGZLAB
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $715.5M | ||
| Q3 25 | $1.2B | $759.9M | ||
| Q2 25 | $1.2B | $791.7M | ||
| Q1 25 | $1.3B | $810.8M | ||
| Q4 24 | $1.3B | $840.9M | ||
| Q3 24 | $1.3B | $667.7M | ||
| Q2 24 | $1.3B | $704.2M |
总资产ROGZLAB
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $1.2B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.5B | $1.2B | ||
| Q4 24 | $1.5B | $1.2B | ||
| Q3 24 | $1.5B | $985.3M | ||
| Q2 24 | $1.5B | $987.4M |
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 | $-26.0M |
| 自由现金流经营现金流 - 资本支出 | $1.1M | $-26.7M |
| 自由现金流率自由现金流/营收 | 0.5% | -21.0% |
| 资本支出强度资本支出/营收 | 2.3% | 0.5% |
| 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 | $-158.9M |
8季度趋势，按日历期对齐
经营现金流ROGZLAB
| Q1 26 | $5.8M | — | ||
| Q4 25 | $46.9M | $-26.0M | ||
| Q3 25 | $28.9M | $-32.0M | ||
| Q2 25 | $13.7M | $-31.0M | ||
| Q1 25 | $11.7M | $-61.7M | ||
| Q4 24 | $33.7M | $-55.8M | ||
| Q3 24 | $42.4M | $-26.8M | ||
| Q2 24 | $22.9M | $-42.2M |
自由现金流ROGZLAB
| Q1 26 | $1.1M | — | ||
| Q4 25 | $42.2M | $-26.7M | ||
| Q3 25 | $21.2M | $-35.0M | ||
| Q2 25 | $5.6M | $-33.9M | ||
| Q1 25 | $2.1M | $-63.2M | ||
| Q4 24 | $18.3M | $-58.4M | ||
| Q3 24 | $25.2M | $-28.2M | ||
| Q2 24 | $8.8M | $-42.9M |
自由现金流率ROGZLAB
| Q1 26 | 0.5% | — | ||
| Q4 25 | 20.9% | -21.0% | ||
| Q3 25 | 9.8% | -30.4% | ||
| Q2 25 | 2.8% | -31.1% | ||
| Q1 25 | 1.1% | -59.9% | ||
| Q4 24 | 9.5% | -53.8% | ||
| Q3 24 | 12.0% | -27.7% | ||
| Q2 24 | 4.1% | -42.9% |
资本支出强度ROGZLAB
| Q1 26 | 2.3% | — | ||
| Q4 25 | 2.3% | 0.5% | ||
| Q3 25 | 3.6% | 2.6% | ||
| Q2 25 | 4.0% | 2.6% | ||
| Q1 25 | 5.0% | 1.5% | ||
| Q4 24 | 8.0% | 2.4% | ||
| Q3 24 | 8.2% | 1.3% | ||
| Q2 24 | 6.6% | 0.7% |
现金转化率ROGZLAB
| 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
ROG
暂无分部数据
ZLAB
| Zejula | $56.0M | 44% |
| Other | $21.9M | 17% |
| Nuzyra | $16.0M | 13% |
| Optune | $11.9M | 9% |
| XACDURO | $10.7M | 8% |
| Qinlock | $9.7M | 8% |
| AUGTYRO | $836.0K | 1% |
