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Bioventus Inc.（BVS）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Bioventus Inc.的1.4倍（$225.0M vs $157.9M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs 2.8%），Bioventus Inc.自由现金流更多（$37.4M vs $26.2M），过去两年Bioventus Inc.的营收复合增速更高（10.4% vs -12.3%）
Bioventus Inc.是一家全球化医疗技术企业，专注于骨科生物制剂领域，研发并商业化促进骨关节愈合、肌肉骨骼疼痛管理及再生护理的相关产品，服务全球多地的骨科临床医师、康复师及患者群体。
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。
BVS vs ROCK — 直观对比
营收规模更大
ROCK
是对方的1.4倍
$157.9M
营收增速更快
ROCK
高出22.2%
2.8%
自由现金流更多
BVS
多$11.2M
$26.2M
两年增速更快
BVS
近两年复合增速
-12.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $157.9M | $225.0M |
| 净利润 | $14.8M | — |
| 毛利率 | 68.9% | 25.3% |
| 营业利润率 | 12.3% | 7.9% |
| 净利率 | 9.3% | — |
| 营收同比 | 2.8% | 24.9% |
| 净利润同比 | 3902.8% | — |
| 每股收益（稀释后） | $0.21 | — |
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BVSROCK
| Q4 25 | $157.9M | $225.0M | ||
| Q3 25 | $138.7M | $310.9M | ||
| Q2 25 | $147.7M | $309.5M | ||
| Q1 25 | $123.9M | $290.0M | ||
| Q4 24 | $153.6M | $180.1M | ||
| Q3 24 | $139.0M | $277.1M | ||
| Q2 24 | $151.2M | $273.6M | ||
| Q1 24 | $129.5M | $292.5M |
净利润BVSROCK
| Q4 25 | $14.8M | — | ||
| Q3 25 | $3.2M | $-89.1M | ||
| Q2 25 | $7.5M | $26.0M | ||
| Q1 25 | $-2.6M | $21.1M | ||
| Q4 24 | $-388.0K | — | ||
| Q3 24 | $-5.2M | $34.0M | ||
| Q2 24 | $-25.7M | $32.2M | ||
| Q1 24 | $-4.9M | $24.9M |
毛利率BVSROCK
| Q4 25 | 68.9% | 25.3% | ||
| Q3 25 | 68.0% | 26.6% | ||
| Q2 25 | 69.1% | 28.4% | ||
| Q1 25 | 67.0% | 26.8% | ||
| Q4 24 | 66.8% | 29.0% | ||
| Q3 24 | 67.3% | 29.4% | ||
| Q2 24 | 68.5% | 30.5% | ||
| Q1 24 | 68.3% | 28.9% |
营业利润率BVSROCK
| Q4 25 | 12.3% | 7.9% | ||
| Q3 25 | 8.1% | 12.8% | ||
| Q2 25 | 12.4% | 12.8% | ||
| Q1 25 | 3.9% | 8.8% | ||
| Q4 24 | 5.0% | 13.3% | ||
| Q3 24 | 2.6% | 15.6% | ||
| Q2 24 | -20.8% | 14.9% | ||
| Q1 24 | 3.8% | 10.8% |
净利率BVSROCK
| Q4 25 | 9.3% | — | ||
| Q3 25 | 2.3% | -28.6% | ||
| Q2 25 | 5.1% | 8.4% | ||
| Q1 25 | -2.1% | 7.3% | ||
| Q4 24 | -0.3% | — | ||
| Q3 24 | -3.7% | 12.3% | ||
| Q2 24 | -17.0% | 11.8% | ||
| Q1 24 | -3.8% | 8.5% |
每股收益（稀释后）BVSROCK
| Q4 25 | $0.21 | — | ||
| Q3 25 | $0.05 | $-2.98 | ||
| Q2 25 | $0.11 | $0.87 | ||
| Q1 25 | $-0.04 | — | ||
| Q4 24 | $0.00 | — | ||
| Q3 24 | $-0.08 | $1.11 | ||
| Q2 24 | $-0.40 | $1.05 | ||
| Q1 24 | $-0.08 | — |
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 | $51.2M | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $184.1M | $950.4M |
| 总资产 | $683.6M | $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BVSROCK
| Q4 25 | $51.2M | $115.7M | ||
| Q3 25 | $42.2M | $89.4M | ||
| Q2 25 | $32.9M | $43.3M | ||
| Q1 25 | $22.8M | $25.1M | ||
| Q4 24 | $41.6M | $269.5M | ||
| Q3 24 | $43.1M | $228.9M | ||
| Q2 24 | $32.0M | $179.1M | ||
| Q1 24 | $25.2M | $146.7M |
总债务BVSROCK
| 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BVSROCK
| Q4 25 | $184.1M | $950.4M | ||
| Q3 25 | $166.1M | $951.8M | ||
| Q2 25 | $161.2M | $1.0B | ||
| Q1 25 | $148.1M | $1.0B | ||
| Q4 24 | $147.9M | $1.0B | ||
| Q3 24 | $148.7M | $1.0B | ||
| Q2 24 | $150.9M | $975.7M | ||
| Q1 24 | $171.3M | $940.2M |
总资产BVSROCK
| Q4 25 | $683.6M | $1.4B | ||
| Q3 25 | $701.6M | $1.4B | ||
| Q2 25 | $706.8M | $1.5B | ||
| Q1 25 | $691.4M | $1.4B | ||
| Q4 24 | $728.0M | $1.4B | ||
| Q3 24 | $769.5M | $1.4B | ||
| Q2 24 | $792.2M | $1.4B | ||
| Q1 24 | $794.2M | $1.3B |
负债/权益比BVSROCK
| 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 | $38.0M | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $37.4M | $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 | 0.4% | 4.1% |
| 现金转化率经营现金流/净利润 | 2.57× | — |
| 过去12个月自由现金流最近4个季度 | $72.1M | $120.6M |
8季度趋势，按日历期对齐
经营现金流BVSROCK
| Q4 25 | $38.0M | $35.5M | ||
| Q3 25 | $30.1M | $73.0M | ||
| Q2 25 | $25.9M | $44.9M | ||
| Q1 25 | $-19.3M | $13.7M | ||
| Q4 24 | $19.3M | $19.9M | ||
| Q3 24 | $10.3M | $64.7M | ||
| Q2 24 | $15.2M | $36.5M | ||
| Q1 24 | $-6.0M | $53.2M |
自由现金流BVSROCK
| Q4 25 | $37.4M | $26.2M | ||
| Q3 25 | $29.6M | $64.8M | ||
| Q2 25 | $25.3M | $27.3M | ||
| Q1 25 | $-20.2M | $2.3M | ||
| Q4 24 | $18.7M | $14.1M | ||
| Q3 24 | $10.3M | $60.5M | ||
| Q2 24 | $15.1M | $33.5M | ||
| Q1 24 | $-6.3M | $48.8M |
自由现金流率BVSROCK
| Q4 25 | 23.7% | 11.7% | ||
| Q3 25 | 21.4% | 20.8% | ||
| Q2 25 | 17.1% | 8.8% | ||
| Q1 25 | -16.3% | 0.8% | ||
| Q4 24 | 12.2% | 7.8% | ||
| Q3 24 | 7.4% | 21.8% | ||
| Q2 24 | 10.0% | 12.2% | ||
| Q1 24 | -4.9% | 16.7% |
资本支出强度BVSROCK
| Q4 25 | 0.4% | 4.1% | ||
| Q3 25 | 0.3% | 2.6% | ||
| Q2 25 | 0.5% | 5.7% | ||
| Q1 25 | 0.7% | 3.9% | ||
| Q4 24 | 0.4% | 3.3% | ||
| Q3 24 | 0.0% | 1.5% | ||
| Q2 24 | 0.1% | 1.1% | ||
| Q1 24 | 0.2% | 1.5% |
现金转化率BVSROCK
| Q4 25 | 2.57× | — | ||
| Q3 25 | 9.54× | — | ||
| Q2 25 | 3.48× | 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
BVS
| Pain Treatments | $71.1M | 45% |
| Surgical Solutions | $48.9M | 31% |
| Restorative Therapies | $19.5M | 12% |
| Other | $18.4M | 12% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
