vs
AZZ INC（AZZ）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
AZZ INC的季度营收约是GIBRALTAR INDUSTRIES, INC.的1.7倍（$385.1M vs $225.0M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs 9.4%），过去两年AZZ INC的营收复合增速更高（-3.5% vs -12.3%）
AZZ公司是全球领先的金属防护解决方案供应商，主营热浸镀锌、表面涂层处理服务及特种电气、工业零部件，主要服务于北美及其他核心国际市场的建筑、能源、基建、制造等下游领域。
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。
AZZ vs ROCK — 直观对比
营收规模更大
AZZ
是对方的1.7倍
$225.0M
营收增速更快
ROCK
高出15.5%
9.4%
两年增速更快
AZZ
近两年复合增速
-12.3%
损益表 — Q4 FY2027 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $225.0M |
| 净利润 | $15.9M | — |
| 毛利率 | 22.7% | 25.3% |
| 营业利润率 | 14.8% | 7.9% |
| 净利率 | 4.1% | — |
| 营收同比 | 9.4% | 24.9% |
| 净利润同比 | 146.3% | — |
| 每股收益（稀释后） | $0.53 | — |
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AZZROCK
| Q4 26 | $385.1M | — | ||
| Q4 25 | $425.7M | $225.0M | ||
| Q3 25 | $417.3M | $310.9M | ||
| Q2 25 | $422.0M | $309.5M | ||
| Q1 25 | $351.9M | $290.0M | ||
| Q4 24 | $403.7M | $180.1M | ||
| Q3 24 | $409.0M | $277.1M | ||
| Q2 24 | $413.2M | $273.6M |
净利润AZZROCK
| Q4 26 | $15.9M | — | ||
| Q4 25 | $41.1M | — | ||
| Q3 25 | $89.3M | $-89.1M | ||
| Q2 25 | $170.9M | $26.0M | ||
| Q1 25 | $20.2M | $21.1M | ||
| Q4 24 | $33.6M | — | ||
| Q3 24 | $35.4M | $34.0M | ||
| Q2 24 | $39.6M | $32.2M |
毛利率AZZROCK
| Q4 26 | 22.7% | — | ||
| Q4 25 | 23.9% | 25.3% | ||
| Q3 25 | 24.3% | 26.6% | ||
| Q2 25 | 24.7% | 28.4% | ||
| Q1 25 | 22.4% | 26.8% | ||
| Q4 24 | 24.2% | 29.0% | ||
| Q3 24 | 25.3% | 29.4% | ||
| Q2 24 | 24.8% | 30.5% |
营业利润率AZZROCK
| Q4 26 | 14.8% | — | ||
| Q4 25 | 16.3% | 7.9% | ||
| Q3 25 | 16.4% | 12.8% | ||
| Q2 25 | 16.5% | 12.8% | ||
| Q1 25 | 11.5% | 8.8% | ||
| Q4 24 | 14.5% | 13.3% | ||
| Q3 24 | 16.5% | 15.6% | ||
| Q2 24 | 16.9% | 14.9% |
净利率AZZROCK
| Q4 26 | 4.1% | — | ||
| Q4 25 | 9.6% | — | ||
| Q3 25 | 21.4% | -28.6% | ||
| Q2 25 | 40.5% | 8.4% | ||
| Q1 25 | 5.7% | 7.3% | ||
| Q4 24 | 8.3% | — | ||
| Q3 24 | 8.7% | 12.3% | ||
| Q2 24 | 9.6% | 11.8% |
每股收益（稀释后）AZZROCK
| Q4 26 | $0.53 | — | ||
| Q4 25 | $1.36 | — | ||
| Q3 25 | $2.95 | $-2.98 | ||
| Q2 25 | $5.66 | $0.87 | ||
| Q1 25 | $0.87 | — | ||
| Q4 24 | $1.12 | — | ||
| Q3 24 | $1.18 | $1.11 | ||
| Q2 24 | $-1.38 | $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 | — | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $1.3B | $950.4M |
| 总资产 | $2.2B | $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AZZROCK
| Q4 26 | — | — | ||
| Q4 25 | $623.0K | $115.7M | ||
| Q3 25 | $897.0K | $89.4M | ||
| Q2 25 | $3.0M | $43.3M | ||
| Q1 25 | $1.5M | $25.1M | ||
| Q4 24 | $1.5M | $269.5M | ||
| Q3 24 | $2.2M | $228.9M | ||
| Q2 24 | $10.5M | $179.1M |
总债务AZZROCK
| Q4 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AZZROCK
| Q4 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $950.4M | ||
| Q3 25 | $1.3B | $951.8M | ||
| Q2 25 | $1.2B | $1.0B | ||
| Q1 25 | $1.0B | $1.0B | ||
| Q4 24 | $1.0B | $1.0B | ||
| Q3 24 | $999.8M | $1.0B | ||
| Q2 24 | $967.2M | $975.7M |
总资产AZZROCK
| Q4 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $1.4B | ||
| Q3 25 | $2.2B | $1.4B | ||
| Q2 25 | $2.2B | $1.5B | ||
| Q1 25 | $2.2B | $1.4B | ||
| Q4 24 | $2.2B | $1.4B | ||
| Q3 24 | $2.2B | $1.4B | ||
| Q2 24 | $2.2B | $1.4B |
负债/权益比AZZROCK
| Q4 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 | $525.4M | $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 | — | 4.1% |
| 现金转化率经营现金流/净利润 | 32.98× | — |
| 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AZZROCK
| Q4 26 | $525.4M | — | ||
| Q4 25 | $79.7M | $35.5M | ||
| Q3 25 | $58.4M | $73.0M | ||
| Q2 25 | $314.8M | $44.9M | ||
| Q1 25 | — | $13.7M | ||
| Q4 24 | $66.2M | $19.9M | ||
| Q3 24 | $47.5M | $64.7M | ||
| Q2 24 | $71.9M | $36.5M |
自由现金流AZZROCK
| Q4 26 | — | — | ||
| Q4 25 | $61.2M | $26.2M | ||
| Q3 25 | $39.1M | $64.8M | ||
| Q2 25 | $293.9M | $27.3M | ||
| Q1 25 | — | $2.3M | ||
| Q4 24 | $39.7M | $14.1M | ||
| Q3 24 | $15.4M | $60.5M | ||
| Q2 24 | $44.5M | $33.5M |
自由现金流率AZZROCK
| Q4 26 | — | — | ||
| Q4 25 | 14.4% | 11.7% | ||
| Q3 25 | 9.4% | 20.8% | ||
| Q2 25 | 69.6% | 8.8% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | 9.8% | 7.8% | ||
| Q3 24 | 3.8% | 21.8% | ||
| Q2 24 | 10.8% | 12.2% |
资本支出强度AZZROCK
| Q4 26 | — | — | ||
| Q4 25 | 4.4% | 4.1% | ||
| Q3 25 | 4.6% | 2.6% | ||
| Q2 25 | 5.0% | 5.7% | ||
| Q1 25 | 8.5% | 3.9% | ||
| Q4 24 | 6.6% | 3.3% | ||
| Q3 24 | 7.8% | 1.5% | ||
| Q2 24 | 6.6% | 1.1% |
现金转化率AZZROCK
| Q4 26 | 32.98× | — | ||
| Q4 25 | 1.94× | — | ||
| Q3 25 | 0.65× | — | ||
| Q2 25 | 1.84× | 1.73× | ||
| Q1 25 | — | 0.65× | ||
| Q4 24 | 1.97× | — | ||
| Q3 24 | 1.34× | 1.90× | ||
| Q2 24 | 1.82× | 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
AZZ
| Precoat Metals | $198.6M | 52% |
| Metal Coatings | $186.5M | 48% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
