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BOX INC（BOX）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
BOX INC的季度营收约是GIBRALTAR INDUSTRIES, INC.的1.3倍（$301.1M vs $225.0M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs 9.1%），BOX INC自由现金流更多（$71.3M vs $26.2M），过去两年BOX INC的营收复合增速更高（7.0% vs -12.3%）
Box Inc.是总部位于美国加利福尼亚州红木城的上市企业，由亚伦·莱维和迪伦·史密斯于2005年创立，最初面向个人消费者服务，2009至2010年前后转向企业级市场，2015年正式上市。公司专注于开发、运营云端内容管理、协同办公及文件共享工具，帮助企业用户便捷存储、管理各类文件，提升团队协作效率。
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。
BOX vs ROCK — 直观对比
营收规模更大
BOX
是对方的1.3倍
$225.0M
营收增速更快
ROCK
高出15.8%
9.1%
自由现金流更多
BOX
多$45.1M
$26.2M
两年增速更快
BOX
近两年复合增速
-12.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $301.1M | $225.0M |
| 净利润 | $12.1M | — |
| 毛利率 | 79.6% | 25.3% |
| 营业利润率 | 8.3% | 7.9% |
| 净利率 | 4.0% | — |
| 营收同比 | 9.1% | 24.9% |
| 净利润同比 | -6.4% | — |
| 每股收益（稀释后） | $0.05 | — |
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BOXROCK
| Q4 25 | $301.1M | $225.0M | ||
| Q3 25 | $294.0M | $310.9M | ||
| Q2 25 | $276.3M | $309.5M | ||
| Q1 25 | $279.5M | $290.0M | ||
| Q4 24 | $275.9M | $180.1M | ||
| Q3 24 | $270.0M | $277.1M | ||
| Q2 24 | $264.7M | $273.6M | ||
| Q1 24 | $262.9M | $292.5M |
净利润BOXROCK
| Q4 25 | $12.1M | — | ||
| Q3 25 | $13.4M | $-89.1M | ||
| Q2 25 | $8.2M | $26.0M | ||
| Q1 25 | $194.0M | $21.1M | ||
| Q4 24 | $12.9M | — | ||
| Q3 24 | $20.5M | $34.0M | ||
| Q2 24 | $17.2M | $32.2M | ||
| Q1 24 | $99.2M | $24.9M |
毛利率BOXROCK
| Q4 25 | 79.6% | 25.3% | ||
| Q3 25 | 79.1% | 26.6% | ||
| Q2 25 | 78.0% | 28.4% | ||
| Q1 25 | 79.0% | 26.8% | ||
| Q4 24 | 79.9% | 29.0% | ||
| Q3 24 | 79.4% | 29.4% | ||
| Q2 24 | 78.0% | 30.5% | ||
| Q1 24 | 76.1% | 28.9% |
营业利润率BOXROCK
| Q4 25 | 8.3% | 7.9% | ||
| Q3 25 | 7.0% | 12.8% | ||
| Q2 25 | 2.3% | 12.8% | ||
| Q1 25 | 6.4% | 8.8% | ||
| Q4 24 | 8.5% | 13.3% | ||
| Q3 24 | 7.5% | 15.6% | ||
| Q2 24 | 6.8% | 14.9% | ||
| Q1 24 | 8.1% | 10.8% |
净利率BOXROCK
| Q4 25 | 4.0% | — | ||
| Q3 25 | 4.6% | -28.6% | ||
| Q2 25 | 3.0% | 8.4% | ||
| Q1 25 | 69.4% | 7.3% | ||
| Q4 24 | 4.7% | — | ||
| Q3 24 | 7.6% | 12.3% | ||
| Q2 24 | 6.5% | 11.8% | ||
| Q1 24 | 37.7% | 8.5% |
每股收益（稀释后）BOXROCK
| Q4 25 | $0.05 | — | ||
| Q3 25 | $0.05 | $-2.98 | ||
| Q2 25 | $0.02 | $0.87 | ||
| Q1 25 | $1.13 | — | ||
| Q4 24 | $0.05 | — | ||
| Q3 24 | $0.10 | $1.11 | ||
| Q2 24 | $0.08 | $1.05 | ||
| Q1 24 | $0.57 | — |
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 | $729.6M | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $-286.6M | $950.4M |
| 总资产 | $1.6B | $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BOXROCK
| Q4 25 | $729.6M | $115.7M | ||
| Q3 25 | $757.9M | $89.4M | ||
| Q2 25 | $790.4M | $43.3M | ||
| Q1 25 | $722.8M | $25.1M | ||
| Q4 24 | $697.9M | $269.5M | ||
| Q3 24 | $482.2M | $228.9M | ||
| Q2 24 | $566.1M | $179.1M | ||
| Q1 24 | $480.7M | $146.7M |
总债务BOXROCK
| 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BOXROCK
| Q4 25 | $-286.6M | $950.4M | ||
| Q3 25 | $-269.4M | $951.8M | ||
| Q2 25 | $-280.1M | $1.0B | ||
| Q1 25 | $-297.0M | $1.0B | ||
| Q4 24 | $-479.9M | $1.0B | ||
| Q3 24 | $-439.4M | $1.0B | ||
| Q2 24 | $-397.9M | $975.7M | ||
| Q1 24 | $-431.1M | $940.2M |
总资产BOXROCK
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $1.6B | $1.4B | ||
| Q2 25 | $1.6B | $1.5B | ||
| Q1 25 | $1.7B | $1.4B | ||
| Q4 24 | $1.4B | $1.4B | ||
| Q3 24 | $1.1B | $1.4B | ||
| Q2 24 | $1.2B | $1.4B | ||
| Q1 24 | $1.2B | $1.3B |
负债/权益比BOXROCK
| 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 | $73.0M | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $71.3M | $26.2M |
| 自由现金流率自由现金流/营收 | 23.7% | 11.7% |
| 资本支出强度资本支出/营收 | 0.6% | 4.1% |
| 现金转化率经营现金流/净利润 | 6.05× | — |
| 过去12个月自由现金流最近4个季度 | $343.5M | $120.6M |
8季度趋势，按日历期对齐
经营现金流BOXROCK
| Q4 25 | $73.0M | $35.5M | ||
| Q3 25 | $46.0M | $73.0M | ||
| Q2 25 | $127.1M | $44.9M | ||
| Q1 25 | $102.2M | $13.7M | ||
| Q4 24 | $62.6M | $19.9M | ||
| Q3 24 | $36.3M | $64.7M | ||
| Q2 24 | $131.2M | $36.5M | ||
| Q1 24 | $89.3M | $53.2M |
自由现金流BOXROCK
| Q4 25 | $71.3M | $26.2M | ||
| Q3 25 | $43.9M | $64.8M | ||
| Q2 25 | $126.7M | $27.3M | ||
| Q1 25 | $101.5M | $2.3M | ||
| Q4 24 | $62.3M | $14.1M | ||
| Q3 24 | $35.9M | $60.5M | ||
| Q2 24 | $129.9M | $33.5M | ||
| Q1 24 | $89.1M | $48.8M |
自由现金流率BOXROCK
| Q4 25 | 23.7% | 11.7% | ||
| Q3 25 | 14.9% | 20.8% | ||
| Q2 25 | 45.9% | 8.8% | ||
| Q1 25 | 36.3% | 0.8% | ||
| Q4 24 | 22.6% | 7.8% | ||
| Q3 24 | 13.3% | 21.8% | ||
| Q2 24 | 49.1% | 12.2% | ||
| Q1 24 | 33.9% | 16.7% |
资本支出强度BOXROCK
| Q4 25 | 0.6% | 4.1% | ||
| Q3 25 | 0.7% | 2.6% | ||
| Q2 25 | 0.1% | 5.7% | ||
| Q1 25 | 0.2% | 3.9% | ||
| Q4 24 | 0.1% | 3.3% | ||
| Q3 24 | 0.1% | 1.5% | ||
| Q2 24 | 0.5% | 1.1% | ||
| Q1 24 | 0.1% | 1.5% |
现金转化率BOXROCK
| Q4 25 | 6.05× | — | ||
| Q3 25 | 3.42× | — | ||
| Q2 25 | 15.51× | 1.73× | ||
| Q1 25 | 0.53× | 0.65× | ||
| Q4 24 | 4.85× | — | ||
| Q3 24 | 1.77× | 1.90× | ||
| Q2 24 | 7.62× | 1.13× | ||
| Q1 24 | 0.90× | 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
BOX
暂无分部数据
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
