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Broadstone Net Lease, Inc.（BNL）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Broadstone Net Lease, Inc.的1.9倍（$225.0M vs $121.4M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs 11.7%），过去两年Broadstone Net Lease, Inc.的营收复合增速更高（7.1% vs -12.3%）
Broadstone Net Lease, Inc.是一家房地产投资信托公司，主要在美国市场收购、持有并管理单一租户商业地产资产组合，覆盖工业设施、医疗物业、零售门店、办公空间等核心板块，所有物业均与租户签订长期净租赁协议。
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。
BNL vs ROCK — 直观对比
营收规模更大
ROCK
是对方的1.9倍
$121.4M
营收增速更快
ROCK
高出13.3%
11.7%
两年增速更快
BNL
近两年复合增速
-12.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $121.4M | $225.0M |
| 净利润 | $46.4M | — |
| 毛利率 | — | 25.3% |
| 营业利润率 | 52.2% | 7.9% |
| 净利率 | 38.2% | — |
| 营收同比 | 11.7% | 24.9% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $0.24 | — |
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BNLROCK
| Q1 26 | $121.4M | — | ||
| Q4 25 | $118.3M | $225.0M | ||
| Q3 25 | $114.2M | $310.9M | ||
| Q2 25 | $113.0M | $309.5M | ||
| Q1 25 | $108.7M | $290.0M | ||
| Q4 24 | $112.1M | $180.1M | ||
| Q3 24 | $108.4M | $277.1M | ||
| Q2 24 | $105.9M | $273.6M |
净利润BNLROCK
| Q1 26 | $46.4M | — | ||
| Q4 25 | $33.1M | — | ||
| Q3 25 | $26.5M | $-89.1M | ||
| Q2 25 | $20.2M | $26.0M | ||
| Q1 25 | $16.7M | $21.1M | ||
| Q4 24 | $26.4M | — | ||
| Q3 24 | $35.6M | $34.0M | ||
| Q2 24 | $35.3M | $32.2M |
毛利率BNLROCK
| Q1 26 | — | — | ||
| Q4 25 | — | 25.3% | ||
| Q3 25 | — | 26.6% | ||
| Q2 25 | — | 28.4% | ||
| Q1 25 | — | 26.8% | ||
| Q4 24 | — | 29.0% | ||
| Q3 24 | — | 29.4% | ||
| Q2 24 | — | 30.5% |
营业利润率BNLROCK
| Q1 26 | 52.2% | — | ||
| Q4 25 | — | 7.9% | ||
| Q3 25 | — | 12.8% | ||
| Q2 25 | — | 12.8% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | — | 13.3% | ||
| Q3 24 | — | 15.6% | ||
| Q2 24 | — | 14.9% |
净利率BNLROCK
| Q1 26 | 38.2% | — | ||
| Q4 25 | 28.0% | — | ||
| Q3 25 | 23.2% | -28.6% | ||
| Q2 25 | 17.8% | 8.4% | ||
| Q1 25 | 15.4% | 7.3% | ||
| Q4 24 | 23.5% | — | ||
| Q3 24 | 32.8% | 12.3% | ||
| Q2 24 | 33.4% | 11.8% |
每股收益（稀释后）BNLROCK
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.17 | — | ||
| Q3 25 | $0.14 | $-2.98 | ||
| Q2 25 | $0.10 | $0.87 | ||
| Q1 25 | $0.09 | — | ||
| Q4 24 | $0.13 | — | ||
| Q3 24 | $0.19 | $1.11 | ||
| Q2 24 | $0.19 | $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 | $20.3M | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $3.0B | $950.4M |
| 总资产 | $5.8B | $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BNLROCK
| Q1 26 | $20.3M | — | ||
| Q4 25 | $30.5M | $115.7M | ||
| Q3 25 | $82.0M | $89.4M | ||
| Q2 25 | $20.8M | $43.3M | ||
| Q1 25 | $9.6M | $25.1M | ||
| Q4 24 | $14.8M | $269.5M | ||
| Q3 24 | $9.0M | $228.9M | ||
| Q2 24 | $18.3M | $179.1M |
总债务BNLROCK
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $0 | ||
| Q3 25 | $2.4B | $0 | ||
| Q2 25 | $2.1B | $0 | ||
| Q1 25 | $2.0B | $0 | ||
| Q4 24 | $1.9B | $0 | ||
| Q3 24 | $2.0B | $0 | ||
| Q2 24 | $1.9B | $0 |
股东权益BNLROCK
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $950.4M | ||
| Q3 25 | $2.9B | $951.8M | ||
| Q2 25 | $2.9B | $1.0B | ||
| Q1 25 | $2.9B | $1.0B | ||
| Q4 24 | $3.0B | $1.0B | ||
| Q3 24 | $3.0B | $1.0B | ||
| Q2 24 | $3.1B | $975.7M |
总资产BNLROCK
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.7B | $1.4B | ||
| Q3 25 | $5.5B | $1.4B | ||
| Q2 25 | $5.3B | $1.5B | ||
| Q1 25 | $5.2B | $1.4B | ||
| Q4 24 | $5.2B | $1.4B | ||
| Q3 24 | $5.3B | $1.4B | ||
| Q2 24 | $5.3B | $1.4B |
负债/权益比BNLROCK
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | 0.00× | ||
| Q3 25 | 0.82× | 0.00× | ||
| Q2 25 | 0.73× | 0.00× | ||
| Q1 25 | 0.68× | 0.00× | ||
| Q4 24 | 0.64× | 0.00× | ||
| Q3 24 | 0.65× | 0.00× | ||
| Q2 24 | 0.62× | 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 | — | $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 | — | — |
| 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BNLROCK
| Q1 26 | — | — | ||
| Q4 25 | $299.5M | $35.5M | ||
| Q3 25 | $64.2M | $73.0M | ||
| Q2 25 | $79.3M | $44.9M | ||
| Q1 25 | $71.5M | $13.7M | ||
| Q4 24 | $276.3M | $19.9M | ||
| Q3 24 | $67.3M | $64.7M | ||
| Q2 24 | $74.2M | $36.5M |
自由现金流BNLROCK
| Q1 26 | — | — | ||
| Q4 25 | $269.8M | $26.2M | ||
| Q3 25 | $58.0M | $64.8M | ||
| Q2 25 | $76.7M | $27.3M | ||
| Q1 25 | $57.1M | $2.3M | ||
| Q4 24 | $259.5M | $14.1M | ||
| Q3 24 | $60.3M | $60.5M | ||
| Q2 24 | $74.0M | $33.5M |
自由现金流率BNLROCK
| Q1 26 | — | — | ||
| Q4 25 | 228.1% | 11.7% | ||
| Q3 25 | 50.8% | 20.8% | ||
| Q2 25 | 67.9% | 8.8% | ||
| Q1 25 | 52.5% | 0.8% | ||
| Q4 24 | 231.4% | 7.8% | ||
| Q3 24 | 55.6% | 21.8% | ||
| Q2 24 | 69.9% | 12.2% |
资本支出强度BNLROCK
| Q1 26 | — | — | ||
| Q4 25 | 25.1% | 4.1% | ||
| Q3 25 | 5.4% | 2.6% | ||
| Q2 25 | 2.3% | 5.7% | ||
| Q1 25 | 13.2% | 3.9% | ||
| Q4 24 | 15.0% | 3.3% | ||
| Q3 24 | 6.5% | 1.5% | ||
| Q2 24 | 0.2% | 1.1% |
现金转化率BNLROCK
| Q1 26 | — | — | ||
| Q4 25 | 9.04× | — | ||
| Q3 25 | 2.43× | — | ||
| Q2 25 | 3.93× | 1.73× | ||
| Q1 25 | 4.27× | 0.65× | ||
| Q4 24 | 10.47× | — | ||
| Q3 24 | 1.89× | 1.90× | ||
| Q2 24 | 2.10× | 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
BNL
暂无分部数据
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
