vs
康代（CAMT）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
康代的季度营收约是GIBRALTAR INDUSTRIES, INC.的1.1倍（$242.0M vs $225.0M）
康代有限公司是全球领先的高精度检测与计量系统研发生产商，服务半导体、印刷电路板、先进封装等领域，为亚洲、北美、欧洲的客户提供工艺控制、缺陷检测、良率优化等相关解决方案。
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。
CAMT vs ROCK — 直观对比
营收规模更大
CAMT
是对方的1.1倍
$225.0M
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $242.0M | $225.0M |
| 净利润 | $68.0M | — |
| 毛利率 | 50.9% | 25.3% |
| 营业利润率 | 26.7% | 7.9% |
| 净利率 | 28.1% | — |
| 营收同比 | — | 24.9% |
| 净利润同比 | — | — |
| 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CAMTROCK
| Q4 25 | — | $225.0M | ||
| Q3 25 | — | $310.9M | ||
| Q2 25 | $242.0M | $309.5M | ||
| Q1 25 | — | $290.0M | ||
| Q4 24 | — | $180.1M | ||
| Q3 24 | — | $277.1M | ||
| Q2 24 | $199.6M | $273.6M | ||
| Q1 24 | — | $292.5M |
净利润CAMTROCK
| Q4 25 | — | — | ||
| Q3 25 | — | $-89.1M | ||
| Q2 25 | $68.0M | $26.0M | ||
| Q1 25 | — | $21.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $34.0M | ||
| Q2 24 | $52.8M | $32.2M | ||
| Q1 24 | — | $24.9M |
毛利率CAMTROCK
| Q4 25 | — | 25.3% | ||
| Q3 25 | — | 26.6% | ||
| Q2 25 | 50.9% | 28.4% | ||
| Q1 25 | — | 26.8% | ||
| Q4 24 | — | 29.0% | ||
| Q3 24 | — | 29.4% | ||
| Q2 24 | 48.1% | 30.5% | ||
| Q1 24 | — | 28.9% |
营业利润率CAMTROCK
| Q4 25 | — | 7.9% | ||
| Q3 25 | — | 12.8% | ||
| Q2 25 | 26.7% | 12.8% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | — | 13.3% | ||
| Q3 24 | — | 15.6% | ||
| Q2 24 | 23.6% | 14.9% | ||
| Q1 24 | — | 10.8% |
净利率CAMTROCK
| Q4 25 | — | — | ||
| Q3 25 | — | -28.6% | ||
| Q2 25 | 28.1% | 8.4% | ||
| Q1 25 | — | 7.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | 26.4% | 11.8% | ||
| Q1 24 | — | 8.5% |
每股收益（稀释后）CAMTROCK
| 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 | $232.0M | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $626.5M | $950.4M |
| 总资产 | $974.7M | $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CAMTROCK
| Q4 25 | — | $115.7M | ||
| Q3 25 | — | $89.4M | ||
| Q2 25 | $232.0M | $43.3M | ||
| Q1 25 | — | $25.1M | ||
| Q4 24 | — | $269.5M | ||
| Q3 24 | — | $228.9M | ||
| Q2 24 | $109.8M | $179.1M | ||
| Q1 24 | — | $146.7M |
总债务CAMTROCK
| 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CAMTROCK
| Q4 25 | — | $950.4M | ||
| Q3 25 | — | $951.8M | ||
| Q2 25 | $626.5M | $1.0B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | $475.4M | $975.7M | ||
| Q1 24 | — | $940.2M |
总资产CAMTROCK
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $974.7M | $1.5B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | $796.2M | $1.4B | ||
| Q1 24 | — | $1.3B |
负债/权益比CAMTROCK
| 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 | $47.1M | $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 | 0.69× | — |
| 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CAMTROCK
| Q4 25 | — | $35.5M | ||
| Q3 25 | — | $73.0M | ||
| Q2 25 | $47.1M | $44.9M | ||
| Q1 25 | — | $13.7M | ||
| Q4 24 | — | $19.9M | ||
| Q3 24 | — | $64.7M | ||
| Q2 24 | $70.1M | $36.5M | ||
| Q1 24 | — | $53.2M |
自由现金流CAMTROCK
| Q4 25 | — | $26.2M | ||
| Q3 25 | — | $64.8M | ||
| Q2 25 | — | $27.3M | ||
| Q1 25 | — | $2.3M | ||
| Q4 24 | — | $14.1M | ||
| Q3 24 | — | $60.5M | ||
| Q2 24 | — | $33.5M | ||
| Q1 24 | — | $48.8M |
自由现金流率CAMTROCK
| Q4 25 | — | 11.7% | ||
| Q3 25 | — | 20.8% | ||
| Q2 25 | — | 8.8% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 7.8% | ||
| Q3 24 | — | 21.8% | ||
| Q2 24 | — | 12.2% | ||
| Q1 24 | — | 16.7% |
资本支出强度CAMTROCK
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | 5.7% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 1.1% | ||
| Q1 24 | — | 1.5% |
现金转化率CAMTROCK
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.69× | 1.73× | ||
| Q1 25 | — | 0.65× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.90× | ||
| Q2 24 | 1.33× | 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
CAMT
暂无分部数据
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
