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Arcutis Biotherapeutics, Inc.（ARQT）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Arcutis Biotherapeutics, Inc.的1.7倍（$225.0M vs $129.5M），Arcutis Biotherapeutics, Inc.同比增速更快（81.5% vs 24.9%），过去两年Arcutis Biotherapeutics, Inc.的营收复合增速更高（61.6% vs -12.3%）
Arcutis Biotherapeutics是一家临床阶段生物制药企业，专注于开发和商业化免疫介导皮肤病领域的创新处方疗法，产品管线覆盖银屑病、特应性皮炎、斑秃等适应症，主要服务美国市场的患者及医疗服务提供者，填补皮肤科诊疗领域的未满足需求。
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。
ARQT vs ROCK — 直观对比
营收规模更大
ROCK
是对方的1.7倍
$129.5M
营收增速更快
ARQT
高出56.5%
24.9%
两年增速更快
ARQT
近两年复合增速
-12.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $129.5M | $225.0M |
| 净利润 | $17.4M | — |
| 毛利率 | 91.0% | 25.3% |
| 营业利润率 | 14.2% | 7.9% |
| 净利率 | 13.4% | — |
| 营收同比 | 81.5% | 24.9% |
| 净利润同比 | 261.2% | — |
| 每股收益（稀释后） | $0.14 | — |
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ARQTROCK
| Q4 25 | $129.5M | $225.0M | ||
| Q3 25 | $99.2M | $310.9M | ||
| Q2 25 | $81.5M | $309.5M | ||
| Q1 25 | $65.8M | $290.0M | ||
| Q4 24 | $71.4M | $180.1M | ||
| Q3 24 | $44.8M | $277.1M | ||
| Q2 24 | $30.9M | $273.6M | ||
| Q1 24 | $49.6M | $292.5M |
净利润ARQTROCK
| Q4 25 | $17.4M | — | ||
| Q3 25 | $7.4M | $-89.1M | ||
| Q2 25 | $-15.9M | $26.0M | ||
| Q1 25 | $-25.1M | $21.1M | ||
| Q4 24 | $-10.8M | — | ||
| Q3 24 | $-41.5M | $34.0M | ||
| Q2 24 | $-52.3M | $32.2M | ||
| Q1 24 | $-35.4M | $24.9M |
毛利率ARQTROCK
| Q4 25 | 91.0% | 25.3% | ||
| Q3 25 | 91.2% | 26.6% | ||
| Q2 25 | 90.8% | 28.4% | ||
| Q1 25 | 86.6% | 26.8% | ||
| Q4 24 | 90.3% | 29.0% | ||
| Q3 24 | 87.7% | 29.4% | ||
| Q2 24 | 88.8% | 30.5% | ||
| Q1 24 | 93.4% | 28.9% |
营业利润率ARQTROCK
| Q4 25 | 14.2% | 7.9% | ||
| Q3 25 | 8.6% | 12.8% | ||
| Q2 25 | -17.9% | 12.8% | ||
| Q1 25 | -37.3% | 8.8% | ||
| Q4 24 | -10.7% | 13.3% | ||
| Q3 24 | -87.3% | 15.6% | ||
| Q2 24 | -162.3% | 14.9% | ||
| Q1 24 | -63.8% | 10.8% |
净利率ARQTROCK
| Q4 25 | 13.4% | — | ||
| Q3 25 | 7.5% | -28.6% | ||
| Q2 25 | -19.5% | 8.4% | ||
| Q1 25 | -38.1% | 7.3% | ||
| Q4 24 | -15.1% | — | ||
| Q3 24 | -92.8% | 12.3% | ||
| Q2 24 | -169.6% | 11.8% | ||
| Q1 24 | -71.4% | 8.5% |
每股收益（稀释后）ARQTROCK
| Q4 25 | $0.14 | — | ||
| Q3 25 | $0.06 | $-2.98 | ||
| Q2 25 | $-0.13 | $0.87 | ||
| Q1 25 | $-0.20 | — | ||
| Q4 24 | $-0.09 | — | ||
| Q3 24 | $-0.33 | $1.11 | ||
| Q2 24 | $-0.42 | $1.05 | ||
| Q1 24 | $-0.32 | — |
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 | $42.9M | $115.7M |
| 总债务越低越好 | $109.0M | $0 |
| 股东权益账面价值 | $189.5M | $950.4M |
| 总资产 | $433.0M | $1.4B |
| 负债/权益比越低杠杆越低 | 0.58× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资ARQTROCK
| Q4 25 | $42.9M | $115.7M | ||
| Q3 25 | $47.1M | $89.4M | ||
| Q2 25 | $72.7M | $43.3M | ||
| Q1 25 | $53.1M | $25.1M | ||
| Q4 24 | $71.3M | $269.5M | ||
| Q3 24 | $134.9M | $228.9M | ||
| Q2 24 | $84.3M | $179.1M | ||
| Q1 24 | $190.1M | $146.7M |
总债务ARQTROCK
| Q4 25 | $109.0M | $0 | ||
| Q3 25 | $108.5M | $0 | ||
| Q2 25 | $108.0M | $0 | ||
| Q1 25 | $107.6M | $0 | ||
| Q4 24 | $107.2M | $0 | ||
| Q3 24 | $204.6M | $0 | ||
| Q2 24 | $203.8M | $0 | ||
| Q1 24 | $202.8M | $0 |
股东权益ARQTROCK
| Q4 25 | $189.5M | $950.4M | ||
| Q3 25 | $158.1M | $951.8M | ||
| Q2 25 | $139.0M | $1.0B | ||
| Q1 25 | $142.7M | $1.0B | ||
| Q4 24 | $157.5M | $1.0B | ||
| Q3 24 | $156.6M | $1.0B | ||
| Q2 24 | $186.4M | $975.7M | ||
| Q1 24 | $224.9M | $940.2M |
总资产ARQTROCK
| Q4 25 | $433.0M | $1.4B | ||
| Q3 25 | $371.0M | $1.4B | ||
| Q2 25 | $352.4M | $1.5B | ||
| Q1 25 | $344.1M | $1.4B | ||
| Q4 24 | $348.9M | $1.4B | ||
| Q3 24 | $437.4M | $1.4B | ||
| Q2 24 | $444.8M | $1.4B | ||
| Q1 24 | $478.5M | $1.3B |
负债/权益比ARQTROCK
| Q4 25 | 0.58× | 0.00× | ||
| Q3 25 | 0.69× | 0.00× | ||
| Q2 25 | 0.78× | 0.00× | ||
| Q1 25 | 0.75× | 0.00× | ||
| Q4 24 | 0.68× | 0.00× | ||
| Q3 24 | 1.31× | 0.00× | ||
| Q2 24 | 1.09× | 0.00× | ||
| Q1 24 | 0.90× | 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 | $26.2M | $35.5M |
| 自由现金流经营现金流 - 资本支出 | — | $26.2M |
| 自由现金流率自由现金流/营收 | — | 11.7% |
| 资本支出强度资本支出/营收 | 0.0% | 4.1% |
| 现金转化率经营现金流/净利润 | 1.51× | — |
| 过去12个月自由现金流最近4个季度 | — | $120.6M |
8季度趋势，按日历期对齐
经营现金流ARQTROCK
| Q4 25 | $26.2M | $35.5M | ||
| Q3 25 | $-1.8M | $73.0M | ||
| Q2 25 | $324.0K | $44.9M | ||
| Q1 25 | $-30.4M | $13.7M | ||
| Q4 24 | $-748.0K | $19.9M | ||
| Q3 24 | $-34.7M | $64.7M | ||
| Q2 24 | $-45.1M | $36.5M | ||
| Q1 24 | $-31.6M | $53.2M |
自由现金流ARQTROCK
| Q4 25 | — | $26.2M | ||
| Q3 25 | — | $64.8M | ||
| Q2 25 | $246.0K | $27.3M | ||
| Q1 25 | $-31.0M | $2.3M | ||
| Q4 24 | — | $14.1M | ||
| Q3 24 | $-34.8M | $60.5M | ||
| Q2 24 | — | $33.5M | ||
| Q1 24 | — | $48.8M |
自由现金流率ARQTROCK
| Q4 25 | — | 11.7% | ||
| Q3 25 | — | 20.8% | ||
| Q2 25 | 0.3% | 8.8% | ||
| Q1 25 | -47.1% | 0.8% | ||
| Q4 24 | — | 7.8% | ||
| Q3 24 | -77.8% | 21.8% | ||
| Q2 24 | — | 12.2% | ||
| Q1 24 | — | 16.7% |
资本支出强度ARQTROCK
| Q4 25 | 0.0% | 4.1% | ||
| Q3 25 | 0.0% | 2.6% | ||
| Q2 25 | 0.1% | 5.7% | ||
| Q1 25 | 0.9% | 3.9% | ||
| Q4 24 | 0.0% | 3.3% | ||
| Q3 24 | 0.3% | 1.5% | ||
| Q2 24 | 0.0% | 1.1% | ||
| Q1 24 | 0.0% | 1.5% |
现金转化率ARQTROCK
| Q4 25 | 1.51× | — | ||
| Q3 25 | -0.24× | — | ||
| Q2 25 | — | 1.73× | ||
| Q1 25 | — | 0.65× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.90× | ||
| Q2 24 | — | 1.13× | ||
| Q1 24 | — | 2.13× |
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
ARQT
暂无分部数据
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
