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BRADY CORP（BRC）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
BRADY CORP的季度营收约是GIBRALTAR INDUSTRIES, INC.的1.8倍（$405.3M vs $225.0M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs 7.5%），GIBRALTAR INDUSTRIES, INC.自由现金流更多（$26.2M vs $22.4M），过去两年BRADY CORP的营收复合增速更高（12.1% vs -12.3%）
布雷迪公司是美国特种产品、技术设备及标识解决方案供应商，1914年创立，总部位于威斯康星州密尔沃基，在美洲、欧洲、亚洲、澳洲拥有6600名员工，业务覆盖全球，为各行业客户提供工作场景所需的零部件标识相关产品与服务。
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。
BRC vs ROCK — 直观对比
营收规模更大
BRC
是对方的1.8倍
$225.0M
营收增速更快
ROCK
高出17.5%
7.5%
自由现金流更多
ROCK
多$3.8M
$22.4M
两年增速更快
BRC
近两年复合增速
-12.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $405.3M | $225.0M |
| 净利润 | $53.9M | — |
| 毛利率 | 51.5% | 25.3% |
| 营业利润率 | 16.8% | 7.9% |
| 净利率 | 13.3% | — |
| 营收同比 | 7.5% | 24.9% |
| 净利润同比 | 15.3% | — |
| 每股收益（稀释后） | — | — |
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BRCROCK
| Q4 25 | $405.3M | $225.0M | ||
| Q3 25 | $397.3M | $310.9M | ||
| Q2 25 | $382.6M | $309.5M | ||
| Q1 25 | $356.7M | $290.0M | ||
| Q4 24 | $377.1M | $180.1M | ||
| Q3 24 | $343.4M | $277.1M | ||
| Q2 24 | $343.4M | $273.6M | ||
| Q1 24 | $322.6M | $292.5M |
净利润BRCROCK
| Q4 25 | $53.9M | — | ||
| Q3 25 | $49.9M | $-89.1M | ||
| Q2 25 | $52.3M | $26.0M | ||
| Q1 25 | $40.3M | $21.1M | ||
| Q4 24 | $46.8M | — | ||
| Q3 24 | $55.5M | $34.0M | ||
| Q2 24 | $50.9M | $32.2M | ||
| Q1 24 | $43.6M | $24.9M |
毛利率BRCROCK
| Q4 25 | 51.5% | 25.3% | ||
| Q3 25 | 50.4% | 26.6% | ||
| Q2 25 | 51.0% | 28.4% | ||
| Q1 25 | 49.3% | 26.8% | ||
| Q4 24 | 50.3% | 29.0% | ||
| Q3 24 | 51.6% | 29.4% | ||
| Q2 24 | 51.6% | 30.5% | ||
| Q1 24 | 50.2% | 28.9% |
营业利润率BRCROCK
| Q4 25 | 16.8% | 7.9% | ||
| Q3 25 | 14.9% | 12.8% | ||
| Q2 25 | 17.6% | 12.8% | ||
| Q1 25 | 14.4% | 8.8% | ||
| Q4 24 | 15.6% | 13.3% | ||
| Q3 24 | 19.3% | 15.6% | ||
| Q2 24 | 18.5% | 14.9% | ||
| Q1 24 | 16.7% | 10.8% |
净利率BRCROCK
| Q4 25 | 13.3% | — | ||
| Q3 25 | 12.6% | -28.6% | ||
| Q2 25 | 13.7% | 8.4% | ||
| Q1 25 | 11.3% | 7.3% | ||
| Q4 24 | 12.4% | — | ||
| Q3 24 | 16.1% | 12.3% | ||
| Q2 24 | 14.8% | 11.8% | ||
| Q1 24 | 13.5% | 8.5% |
每股收益（稀释后）BRCROCK
| Q4 25 | — | — | ||
| Q3 25 | — | $-2.98 | ||
| Q2 25 | — | $0.87 | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.11 | ||
| Q2 24 | — | $1.05 | ||
| Q1 24 | — | — |
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 | $182.7M | $115.7M |
| 总债务越低越好 | $115.9M | $0 |
| 股东权益账面价值 | $1.2B | $950.4M |
| 总资产 | $1.8B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.09× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资BRCROCK
| Q4 25 | $182.7M | $115.7M | ||
| Q3 25 | $174.3M | $89.4M | ||
| Q2 25 | $152.2M | $43.3M | ||
| Q1 25 | $138.5M | $25.1M | ||
| Q4 24 | $145.7M | $269.5M | ||
| Q3 24 | $250.1M | $228.9M | ||
| Q2 24 | $160.5M | $179.1M | ||
| Q1 24 | $143.9M | $146.7M |
总债务BRCROCK
| Q4 25 | $115.9M | $0 | ||
| Q3 25 | $99.8M | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | $90.9M | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | $0 |
股东权益BRCROCK
| Q4 25 | $1.2B | $950.4M | ||
| Q3 25 | $1.2B | $951.8M | ||
| Q2 25 | $1.2B | $1.0B | ||
| Q1 25 | $1.1B | $1.0B | ||
| Q4 24 | $1.1B | $1.0B | ||
| Q3 24 | $1.1B | $1.0B | ||
| Q2 24 | $1.0B | $975.7M | ||
| Q1 24 | $1.0B | $940.2M |
总资产BRCROCK
| Q4 25 | $1.8B | $1.4B | ||
| Q3 25 | $1.7B | $1.4B | ||
| Q2 25 | $1.7B | $1.5B | ||
| Q1 25 | $1.6B | $1.4B | ||
| Q4 24 | $1.6B | $1.4B | ||
| Q3 24 | $1.5B | $1.4B | ||
| Q2 24 | $1.4B | $1.4B | ||
| Q1 24 | $1.4B | $1.3B |
负债/权益比BRCROCK
| Q4 25 | 0.09× | 0.00× | ||
| Q3 25 | 0.08× | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | 0.09× | 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 | $33.4M | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $22.4M | $26.2M |
| 自由现金流率自由现金流/营收 | 5.5% | 11.7% |
| 资本支出强度资本支出/营收 | 2.7% | 4.1% |
| 现金转化率经营现金流/净利润 | 0.62× | — |
| 过去12个月自由现金流最近4个季度 | $159.9M | $120.6M |
8季度趋势，按日历期对齐
经营现金流BRCROCK
| Q4 25 | $33.4M | $35.5M | ||
| Q3 25 | $58.3M | $73.0M | ||
| Q2 25 | $59.9M | $44.9M | ||
| Q1 25 | $39.6M | $13.7M | ||
| Q4 24 | $23.4M | $19.9M | ||
| Q3 24 | $84.0M | $64.7M | ||
| Q2 24 | $72.7M | $36.5M | ||
| Q1 24 | $36.1M | $53.2M |
自由现金流BRCROCK
| Q4 25 | $22.4M | $26.2M | ||
| Q3 25 | $49.4M | $64.8M | ||
| Q2 25 | $55.6M | $27.3M | ||
| Q1 25 | $32.5M | $2.3M | ||
| Q4 24 | $16.1M | $14.1M | ||
| Q3 24 | $73.2M | $60.5M | ||
| Q2 24 | $64.4M | $33.5M | ||
| Q1 24 | $-13.5M | $48.8M |
自由现金流率BRCROCK
| Q4 25 | 5.5% | 11.7% | ||
| Q3 25 | 12.4% | 20.8% | ||
| Q2 25 | 14.5% | 8.8% | ||
| Q1 25 | 9.1% | 0.8% | ||
| Q4 24 | 4.3% | 7.8% | ||
| Q3 24 | 21.3% | 21.8% | ||
| Q2 24 | 18.8% | 12.2% | ||
| Q1 24 | -4.2% | 16.7% |
资本支出强度BRCROCK
| Q4 25 | 2.7% | 4.1% | ||
| Q3 25 | 2.2% | 2.6% | ||
| Q2 25 | 1.1% | 5.7% | ||
| Q1 25 | 2.0% | 3.9% | ||
| Q4 24 | 1.9% | 3.3% | ||
| Q3 24 | 3.1% | 1.5% | ||
| Q2 24 | 2.4% | 1.1% | ||
| Q1 24 | 15.4% | 1.5% |
现金转化率BRCROCK
| Q4 25 | 0.62× | — | ||
| Q3 25 | 1.17× | — | ||
| Q2 25 | 1.15× | 1.73× | ||
| Q1 25 | 0.98× | 0.65× | ||
| Q4 24 | 0.50× | — | ||
| Q3 24 | 1.51× | 1.90× | ||
| Q2 24 | 1.43× | 1.13× | ||
| Q1 24 | 0.83× | 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
BRC
| Americas Asia | $215.1M | 53% |
| Europe Australia | $119.9M | 30% |
| Other | $70.2M | 17% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
