vs
ALKAMI TECHNOLOGY, INC.（ALKT）与GIBRALTAR INDUSTRIES, INC.（ROCK）财务数据对比。点击上方公司名可切换其他公司
GIBRALTAR INDUSTRIES, INC.的季度营收约是ALKAMI TECHNOLOGY, INC.的1.8倍（$225.0M vs $126.1M），ALKAMI TECHNOLOGY, INC.同比增速更快（28.9% vs 24.9%），GIBRALTAR INDUSTRIES, INC.自由现金流更多（$26.2M vs $-7.4M），过去两年ALKAMI TECHNOLOGY, INC.的营收复合增速更高（23.9% vs -12.3%）
Alkami科技是一家面向美国市场的云原生数字银行解决方案提供商，主要为社区银行、信用合作社等金融机构提供在线及移动银行系统、支付处理工具、数据分析模块与客户互动功能，助力合作机构优化终端用户的数字银行使用体验。
直布罗陀工业公司是专业建筑、基础设施及可再生能源产品制造商与分销商，主营通风系统、屋面配件、太阳能安装支架、园林景观产品等，主要服务北美地区住宅、商业建筑及清洁能源市场，专注提供创新可持续的客户解决方案。
ALKT vs ROCK — 直观对比
营收规模更大
ROCK
是对方的1.8倍
$126.1M
营收增速更快
ALKT
高出4.0%
24.9%
自由现金流更多
ROCK
多$33.6M
$-7.4M
两年增速更快
ALKT
近两年复合增速
-12.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $126.1M | $225.0M |
| 净利润 | $-10.0M | — |
| 毛利率 | 58.6% | 25.3% |
| 营业利润率 | 36.9% | 7.9% |
| 净利率 | -7.9% | — |
| 营收同比 | 28.9% | 24.9% |
| 净利润同比 | -27.5% | — |
| 每股收益（稀释后） | — | — |
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ALKTROCK
| Q1 26 | $126.1M | — | ||
| Q4 25 | $120.8M | $225.0M | ||
| Q3 25 | $113.0M | $310.9M | ||
| Q2 25 | $112.1M | $309.5M | ||
| Q1 25 | $97.8M | $290.0M | ||
| Q4 24 | $89.7M | $180.1M | ||
| Q3 24 | $85.9M | $277.1M | ||
| Q2 24 | $82.2M | $273.6M |
净利润ALKTROCK
| Q1 26 | $-10.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $-14.8M | $-89.1M | ||
| Q2 25 | $-13.6M | $26.0M | ||
| Q1 25 | — | $21.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | $-9.4M | $34.0M | ||
| Q2 24 | $-12.3M | $32.2M |
毛利率ALKTROCK
| Q1 26 | 58.6% | — | ||
| Q4 25 | 57.2% | 25.3% | ||
| Q3 25 | 56.8% | 26.6% | ||
| Q2 25 | 58.6% | 28.4% | ||
| Q1 25 | 59.0% | 26.8% | ||
| Q4 24 | 59.3% | 29.0% | ||
| Q3 24 | 58.9% | 29.4% | ||
| Q2 24 | 59.4% | 30.5% |
营业利润率ALKTROCK
| Q1 26 | 36.9% | — | ||
| Q4 25 | -7.9% | 7.9% | ||
| Q3 25 | -11.4% | 12.8% | ||
| Q2 25 | -14.2% | 12.8% | ||
| Q1 25 | -15.7% | 8.8% | ||
| Q4 24 | -9.6% | 13.3% | ||
| Q3 24 | -12.1% | 15.6% | ||
| Q2 24 | -16.1% | 14.9% |
净利率ALKTROCK
| Q1 26 | -7.9% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -13.1% | -28.6% | ||
| Q2 25 | -12.1% | 8.4% | ||
| Q1 25 | — | 7.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | -11.0% | 12.3% | ||
| Q2 24 | -15.0% | 11.8% |
每股收益（稀释后）ALKTROCK
| Q1 26 | — | — | ||
| Q4 25 | $-0.11 | — | ||
| Q3 25 | $-0.14 | $-2.98 | ||
| Q2 25 | $-0.13 | $0.87 | ||
| Q1 25 | $-0.08 | — | ||
| Q4 24 | $-0.07 | — | ||
| Q3 24 | $-0.09 | $1.11 | ||
| Q2 24 | $-0.13 | $1.05 |
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 | $40.4M | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $370.7M | $950.4M |
| 总资产 | $829.3M | $1.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资ALKTROCK
| Q1 26 | $40.4M | — | ||
| Q4 25 | $63.5M | $115.7M | ||
| Q3 25 | $57.3M | $89.4M | ||
| Q2 25 | $52.4M | $43.3M | ||
| Q1 25 | $61.7M | $25.1M | ||
| Q4 24 | $94.4M | $269.5M | ||
| Q3 24 | $81.0M | $228.9M | ||
| Q2 24 | $61.4M | $179.1M |
总债务ALKTROCK
| Q1 26 | — | — | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
股东权益ALKTROCK
| Q1 26 | $370.7M | — | ||
| Q4 25 | $362.0M | $950.4M | ||
| Q3 25 | $350.1M | $951.8M | ||
| Q2 25 | $344.0M | $1.0B | ||
| Q1 25 | $334.0M | $1.0B | ||
| Q4 24 | $357.0M | $1.0B | ||
| Q3 24 | $338.5M | $1.0B | ||
| Q2 24 | $327.2M | $975.7M |
总资产ALKTROCK
| Q1 26 | $829.3M | — | ||
| Q4 25 | $847.2M | $1.4B | ||
| Q3 25 | $835.2M | $1.4B | ||
| Q2 25 | $840.4M | $1.5B | ||
| Q1 25 | $837.2M | $1.4B | ||
| Q4 24 | $437.3M | $1.4B | ||
| Q3 24 | $422.2M | $1.4B | ||
| Q2 24 | $403.9M | $1.4B |
负债/权益比ALKTROCK
| Q1 26 | — | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | $-4.8M | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $-7.4M | $26.2M |
| 自由现金流率自由现金流/营收 | -5.8% | 11.7% |
| 资本支出强度资本支出/营收 | — | 4.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $40.1M | $120.6M |
8季度趋势，按日历期对齐
经营现金流ALKTROCK
| Q1 26 | $-4.8M | — | ||
| Q4 25 | $16.6M | $35.5M | ||
| Q3 25 | $30.8M | $73.0M | ||
| Q2 25 | $1.2M | $44.9M | ||
| Q1 25 | $-5.7M | $13.7M | ||
| Q4 24 | $6.1M | $19.9M | ||
| Q3 24 | $11.0M | $64.7M | ||
| Q2 24 | $548.0K | $36.5M |
自由现金流ALKTROCK
| Q1 26 | $-7.4M | — | ||
| Q4 25 | $16.2M | $26.2M | ||
| Q3 25 | $30.5M | $64.8M | ||
| Q2 25 | $760.0K | $27.3M | ||
| Q1 25 | $-6.1M | $2.3M | ||
| Q4 24 | $6.0M | $14.1M | ||
| Q3 24 | $10.7M | $60.5M | ||
| Q2 24 | $123.0K | $33.5M |
自由现金流率ALKTROCK
| Q1 26 | -5.8% | — | ||
| Q4 25 | 13.4% | 11.7% | ||
| Q3 25 | 27.0% | 20.8% | ||
| Q2 25 | 0.7% | 8.8% | ||
| Q1 25 | -6.3% | 0.8% | ||
| Q4 24 | 6.6% | 7.8% | ||
| Q3 24 | 12.4% | 21.8% | ||
| Q2 24 | 0.1% | 12.2% |
资本支出强度ALKTROCK
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 4.1% | ||
| Q3 25 | 0.2% | 2.6% | ||
| Q2 25 | 0.4% | 5.7% | ||
| Q1 25 | 0.5% | 3.9% | ||
| Q4 24 | 0.2% | 3.3% | ||
| Q3 24 | 0.4% | 1.5% | ||
| Q2 24 | 0.5% | 1.1% |
现金转化率ALKTROCK
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.73× | ||
| Q1 25 | — | 0.65× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.90× | ||
| Q2 24 | — | 1.13× |
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
ALKT
暂无分部数据
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
