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Azenta, Inc.（AZTA）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Azenta, Inc.的1.5倍（$225.0M vs $148.6M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs 0.8%），GIBRALTAR INDUSTRIES, INC.自由现金流更多（$26.2M vs $14.7M），过去两年Azenta, Inc.的营收复合增速更高（4.4% vs -12.3%）
Azenta成立于1978年，总部位于美国马萨诸塞州切姆斯福德，是全球知名的生命科学服务提供商，核心业务覆盖基因组学、低温存储、自动化解决方案及信息学服务，为生命科学领域研究及产业客户提供专业技术支持。
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。
AZTA vs ROCK — 直观对比
营收规模更大
ROCK
是对方的1.5倍
$148.6M
营收增速更快
ROCK
高出24.2%
0.8%
自由现金流更多
ROCK
多$11.6M
$14.7M
两年增速更快
AZTA
近两年复合增速
-12.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $148.6M | $225.0M |
| 净利润 | $-15.4M | — |
| 毛利率 | 42.9% | 25.3% |
| 营业利润率 | -4.9% | 7.9% |
| 净利率 | -10.4% | — |
| 营收同比 | 0.8% | 24.9% |
| 净利润同比 | -15.7% | — |
| 每股收益（稀释后） | $-0.34 | — |
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AZTAROCK
| Q4 25 | $148.6M | $225.0M | ||
| Q3 25 | $159.2M | $310.9M | ||
| Q2 25 | $143.9M | $309.5M | ||
| Q1 25 | $143.3M | $290.0M | ||
| Q4 24 | $147.4M | $180.1M | ||
| Q3 24 | $150.6M | $277.1M | ||
| Q2 24 | $144.3M | $273.6M | ||
| Q1 24 | $136.4M | $292.5M |
净利润AZTAROCK
| Q4 25 | $-15.4M | — | ||
| Q3 25 | $50.9M | $-89.1M | ||
| Q2 25 | $-48.0M | $26.0M | ||
| Q1 25 | $-47.7M | $21.1M | ||
| Q4 24 | $-11.0M | — | ||
| Q3 24 | $-6.6M | $34.0M | ||
| Q2 24 | $-6.6M | $32.2M | ||
| Q1 24 | $-137.4M | $24.9M |
毛利率AZTAROCK
| Q4 25 | 42.9% | 25.3% | ||
| Q3 25 | 45.4% | 26.6% | ||
| Q2 25 | 46.2% | 28.4% | ||
| Q1 25 | 43.8% | 26.8% | ||
| Q4 24 | 46.7% | 29.0% | ||
| Q3 24 | 45.5% | 29.4% | ||
| Q2 24 | 44.8% | 30.5% | ||
| Q1 24 | 43.8% | 28.9% |
营业利润率AZTAROCK
| Q4 25 | -4.9% | 7.9% | ||
| Q3 25 | 1.2% | 12.8% | ||
| Q2 25 | -1.3% | 12.8% | ||
| Q1 25 | -12.7% | 8.8% | ||
| Q4 24 | -5.9% | 13.3% | ||
| Q3 24 | -3.1% | 15.6% | ||
| Q2 24 | -4.9% | 14.9% | ||
| Q1 24 | -18.1% | 10.8% |
净利率AZTAROCK
| Q4 25 | -10.4% | — | ||
| Q3 25 | 32.0% | -28.6% | ||
| Q2 25 | -33.4% | 8.4% | ||
| Q1 25 | -33.3% | 7.3% | ||
| Q4 24 | -7.5% | — | ||
| Q3 24 | -4.4% | 12.3% | ||
| Q2 24 | -4.5% | 11.8% | ||
| Q1 24 | -100.8% | 8.5% |
每股收益（稀释后）AZTAROCK
| Q4 25 | $-0.34 | — | ||
| Q3 25 | $1.12 | $-2.98 | ||
| Q2 25 | $-1.05 | $0.87 | ||
| Q1 25 | $-1.04 | — | ||
| Q4 24 | $-0.25 | — | ||
| Q3 24 | $-0.25 | $1.11 | ||
| Q2 24 | $-0.12 | $1.05 | ||
| Q1 24 | $-2.48 | — |
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 | $336.6M | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $1.7B | $950.4M |
| 总资产 | $2.1B | $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AZTAROCK
| Q4 25 | $336.6M | $115.7M | ||
| Q3 25 | $279.8M | $89.4M | ||
| Q2 25 | $270.0M | $43.3M | ||
| Q1 25 | $253.6M | $25.1M | ||
| Q4 24 | $377.5M | $269.5M | ||
| Q3 24 | $280.0M | $228.9M | ||
| Q2 24 | $336.5M | $179.1M | ||
| Q1 24 | $353.5M | $146.7M |
总债务AZTAROCK
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | $0 |
股东权益AZTAROCK
| Q4 25 | $1.7B | $950.4M | ||
| Q3 25 | $1.7B | $951.8M | ||
| Q2 25 | $1.7B | $1.0B | ||
| Q1 25 | $1.7B | $1.0B | ||
| Q4 24 | $1.7B | $1.0B | ||
| Q3 24 | $1.8B | $1.0B | ||
| Q2 24 | $2.0B | $975.7M | ||
| Q1 24 | $2.2B | $940.2M |
总资产AZTAROCK
| Q4 25 | $2.1B | $1.4B | ||
| Q3 25 | $2.1B | $1.4B | ||
| Q2 25 | $2.0B | $1.5B | ||
| Q1 25 | $2.0B | $1.4B | ||
| Q4 24 | $2.0B | $1.4B | ||
| Q3 24 | $2.1B | $1.4B | ||
| Q2 24 | $2.3B | $1.4B | ||
| Q1 24 | $2.6B | $1.3B |
负债/权益比AZTAROCK
| 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× | ||
| Q1 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 | $20.8M | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $14.7M | $26.2M |
| 自由现金流率自由现金流/营收 | 9.9% | 11.7% |
| 资本支出强度资本支出/营收 | 4.2% | 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 | $30.9M | $120.6M |
8季度趋势，按日历期对齐
经营现金流AZTAROCK
| Q4 25 | $20.8M | $35.5M | ||
| Q3 25 | $2.2M | $73.0M | ||
| Q2 25 | $25.8M | $44.9M | ||
| Q1 25 | $14.4M | $13.7M | ||
| Q4 24 | $29.8M | $19.9M | ||
| Q3 24 | $17.7M | $64.7M | ||
| Q2 24 | $9.8M | $36.5M | ||
| Q1 24 | $8.7M | $53.2M |
自由现金流AZTAROCK
| Q4 25 | $14.7M | $26.2M | ||
| Q3 25 | $-5.7M | $64.8M | ||
| Q2 25 | $15.0M | $27.3M | ||
| Q1 25 | $7.0M | $2.3M | ||
| Q4 24 | $22.0M | $14.1M | ||
| Q3 24 | $8.3M | $60.5M | ||
| Q2 24 | $1.3M | $33.5M | ||
| Q1 24 | $428.0K | $48.8M |
自由现金流率AZTAROCK
| Q4 25 | 9.9% | 11.7% | ||
| Q3 25 | -3.6% | 20.8% | ||
| Q2 25 | 10.4% | 8.8% | ||
| Q1 25 | 4.9% | 0.8% | ||
| Q4 24 | 15.0% | 7.8% | ||
| Q3 24 | 5.5% | 21.8% | ||
| Q2 24 | 0.9% | 12.2% | ||
| Q1 24 | 0.3% | 16.7% |
资本支出强度AZTAROCK
| Q4 25 | 4.2% | 4.1% | ||
| Q3 25 | 4.9% | 2.6% | ||
| Q2 25 | 7.5% | 5.7% | ||
| Q1 25 | 5.2% | 3.9% | ||
| Q4 24 | 5.3% | 3.3% | ||
| Q3 24 | 6.2% | 1.5% | ||
| Q2 24 | 5.9% | 1.1% | ||
| Q1 24 | 6.1% | 1.5% |
现金转化率AZTAROCK
| Q4 25 | — | — | ||
| Q3 25 | 0.04× | — | ||
| 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
AZTA
| Multiomics | $67.2M | 45% |
| Core Products | $47.6M | 32% |
| Sample Repository Solutions | $33.8M | 23% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
