vs
CALIX, INC（CALX）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
CALIX, INC的季度营收约是GIBRALTAR INDUSTRIES, INC.的1.2倍（$280.0M vs $225.0M），CALIX, INC同比增速更快（27.1% vs 24.9%），GIBRALTAR INDUSTRIES, INC.自由现金流更多（$26.2M vs $6.5M），过去两年CALIX, INC的营收复合增速更高（18.9% vs -12.3%）
Calix是1999年成立、总部位于美国加利福尼亚州圣何塞的电信企业，专注于提供软件平台、系统及相关服务，为宽带业务的部署落地提供技术支撑，助力运营商为用户提供稳定高效的网络接入服务。
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。
CALX vs ROCK — 直观对比
营收规模更大
CALX
是对方的1.2倍
$225.0M
营收增速更快
CALX
高出2.2%
24.9%
自由现金流更多
ROCK
多$19.7M
$6.5M
两年增速更快
CALX
近两年复合增速
-12.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $280.0M | $225.0M |
| 净利润 | $11.2M | — |
| 毛利率 | 56.9% | 25.3% |
| 营业利润率 | 47.6% | 7.9% |
| 净利率 | 4.0% | — |
| 营收同比 | 27.1% | 24.9% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $0.16 | — |
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CALXROCK
| Q1 26 | $280.0M | — | ||
| Q4 25 | $272.4M | $225.0M | ||
| Q3 25 | $265.4M | $310.9M | ||
| Q2 25 | $241.9M | $309.5M | ||
| Q1 25 | $220.2M | $290.0M | ||
| Q4 24 | $206.1M | $180.1M | ||
| Q3 24 | $200.9M | $277.1M | ||
| Q2 24 | $198.1M | $273.6M |
净利润CALXROCK
| Q1 26 | $11.2M | — | ||
| Q4 25 | $7.2M | — | ||
| Q3 25 | $15.7M | $-89.1M | ||
| Q2 25 | $-199.0K | $26.0M | ||
| Q1 25 | $-4.8M | $21.1M | ||
| Q4 24 | $-17.9M | — | ||
| Q3 24 | $-4.0M | $34.0M | ||
| Q2 24 | $-8.0M | $32.2M |
毛利率CALXROCK
| Q1 26 | 56.9% | — | ||
| Q4 25 | 57.7% | 25.3% | ||
| Q3 25 | 57.3% | 26.6% | ||
| Q2 25 | 56.3% | 28.4% | ||
| Q1 25 | 55.7% | 26.8% | ||
| Q4 24 | 55.0% | 29.0% | ||
| Q3 24 | 54.8% | 29.4% | ||
| Q2 24 | 54.3% | 30.5% |
营业利润率CALXROCK
| Q1 26 | 47.6% | — | ||
| Q4 25 | 3.4% | 7.9% | ||
| Q3 25 | 6.6% | 12.8% | ||
| Q2 25 | 0.2% | 12.8% | ||
| Q1 25 | -2.8% | 8.8% | ||
| Q4 24 | -9.1% | 13.3% | ||
| Q3 24 | -5.4% | 15.6% | ||
| Q2 24 | -5.7% | 14.9% |
净利率CALXROCK
| Q1 26 | 4.0% | — | ||
| Q4 25 | 2.6% | — | ||
| Q3 25 | 5.9% | -28.6% | ||
| Q2 25 | -0.1% | 8.4% | ||
| Q1 25 | -2.2% | 7.3% | ||
| Q4 24 | -8.7% | — | ||
| Q3 24 | -2.0% | 12.3% | ||
| Q2 24 | -4.0% | 11.8% |
每股收益（稀释后）CALXROCK
| Q1 26 | $0.16 | — | ||
| Q4 25 | $0.11 | — | ||
| Q3 25 | $0.22 | $-2.98 | ||
| Q2 25 | $0.00 | $0.87 | ||
| Q1 25 | $-0.07 | — | ||
| Q4 24 | $-0.27 | — | ||
| Q3 24 | $-0.06 | $1.11 | ||
| Q2 24 | $-0.12 | $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 | $54.6M | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $738.0M | $950.4M |
| 总资产 | — | $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CALXROCK
| Q1 26 | $54.6M | — | ||
| Q4 25 | $143.1M | $115.7M | ||
| Q3 25 | $95.0M | $89.4M | ||
| Q2 25 | $76.5M | $43.3M | ||
| Q1 25 | $42.3M | $25.1M | ||
| Q4 24 | $43.2M | $269.5M | ||
| Q3 24 | $62.4M | $228.9M | ||
| Q2 24 | $84.5M | $179.1M |
总债务CALXROCK
| Q1 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CALXROCK
| Q1 26 | $738.0M | — | ||
| Q4 25 | $859.2M | $950.4M | ||
| Q3 25 | $822.5M | $951.8M | ||
| Q2 25 | $772.7M | $1.0B | ||
| Q1 25 | $767.2M | $1.0B | ||
| Q4 24 | $780.9M | $1.0B | ||
| Q3 24 | $778.7M | $1.0B | ||
| Q2 24 | $754.2M | $975.7M |
总资产CALXROCK
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $976.4M | $1.4B | ||
| Q2 25 | $921.4M | $1.5B | ||
| Q1 25 | $917.1M | $1.4B | ||
| Q4 24 | $939.3M | $1.4B | ||
| Q3 24 | $937.5M | $1.4B | ||
| Q2 24 | $917.9M | $1.4B |
负债/权益比CALXROCK
| Q1 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 | $14.6M | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $6.5M | $26.2M |
| 自由现金流率自由现金流/营收 | 2.3% | 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 | 1.31× | — |
| 过去12个月自由现金流最近4个季度 | $109.1M | $120.6M |
8季度趋势，按日历期对齐
经营现金流CALXROCK
| Q1 26 | $14.6M | — | ||
| Q4 25 | $46.0M | $35.5M | ||
| Q3 25 | $32.3M | $73.0M | ||
| Q2 25 | $39.4M | $44.9M | ||
| Q1 25 | $17.2M | $13.7M | ||
| Q4 24 | $15.4M | $19.9M | ||
| Q3 24 | $16.0M | $64.7M | ||
| Q2 24 | $22.3M | $36.5M |
自由现金流CALXROCK
| Q1 26 | $6.5M | — | ||
| Q4 25 | $40.3M | $26.2M | ||
| Q3 25 | $26.7M | $64.8M | ||
| Q2 25 | $35.6M | $27.3M | ||
| Q1 25 | $12.9M | $2.3M | ||
| Q4 24 | $10.2M | $14.1M | ||
| Q3 24 | $12.8M | $60.5M | ||
| Q2 24 | $16.4M | $33.5M |
自由现金流率CALXROCK
| Q1 26 | 2.3% | — | ||
| Q4 25 | 14.8% | 11.7% | ||
| Q3 25 | 10.1% | 20.8% | ||
| Q2 25 | 14.7% | 8.8% | ||
| Q1 25 | 5.9% | 0.8% | ||
| Q4 24 | 5.0% | 7.8% | ||
| Q3 24 | 6.3% | 21.8% | ||
| Q2 24 | 8.3% | 12.2% |
资本支出强度CALXROCK
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 4.1% | ||
| Q3 25 | 2.1% | 2.6% | ||
| Q2 25 | 1.5% | 5.7% | ||
| Q1 25 | 2.0% | 3.9% | ||
| Q4 24 | 2.5% | 3.3% | ||
| Q3 24 | 1.6% | 1.5% | ||
| Q2 24 | 3.0% | 1.1% |
现金转化率CALXROCK
| Q1 26 | 1.31× | — | ||
| Q4 25 | 6.38× | — | ||
| Q3 25 | 2.06× | — | ||
| Q2 25 | — | 1.73× | ||
| Q1 25 | — | 0.65× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.90× | ||
| Q2 24 | — | 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
CALX
| Appliance | $232.8M | 83% |
| Software and service | $47.1M | 17% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
