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康耐视（CGNX）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
康耐视的季度营收约是GIBRALTAR INDUSTRIES, INC.的1.1倍（$252.3M vs $225.0M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs 9.9%），康耐视自由现金流更多（$72.3M vs $26.2M），过去两年康耐视的营收复合增速更高（9.4% vs -12.3%）
康耐视（Cognex Corporation）是总部位于美国马萨诸塞州内蒂克的机器视觉系统、软件及传感器制造商，业务覆盖全球20余个国家和地区，为各工业领域客户提供高性能的视觉相关产品及解决方案。
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。
CGNX vs ROCK — 直观对比
营收规模更大
CGNX
是对方的1.1倍
$225.0M
营收增速更快
ROCK
高出15.1%
9.9%
自由现金流更多
CGNX
多$46.1M
$26.2M
两年增速更快
CGNX
近两年复合增速
-12.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $252.3M | $225.0M |
| 净利润 | $32.7M | — |
| 毛利率 | 65.7% | 25.3% |
| 营业利润率 | 14.0% | 7.9% |
| 净利率 | 12.9% | — |
| 营收同比 | 9.9% | 24.9% |
| 净利润同比 | 15.2% | — |
| 每股收益（稀释后） | $0.20 | — |
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CGNXROCK
| Q4 25 | $252.3M | $225.0M | ||
| Q3 25 | $276.9M | $310.9M | ||
| Q2 25 | $249.1M | $309.5M | ||
| Q1 25 | $216.0M | $290.0M | ||
| Q4 24 | $229.7M | $180.1M | ||
| Q3 24 | $234.7M | $277.1M | ||
| Q2 24 | $239.3M | $273.6M | ||
| Q1 24 | $210.8M | $292.5M |
净利润CGNXROCK
| Q4 25 | $32.7M | — | ||
| Q3 25 | $17.7M | $-89.1M | ||
| Q2 25 | $40.5M | $26.0M | ||
| Q1 25 | $23.6M | $21.1M | ||
| Q4 24 | $28.3M | — | ||
| Q3 24 | $29.6M | $34.0M | ||
| Q2 24 | $36.2M | $32.2M | ||
| Q1 24 | $12.0M | $24.9M |
毛利率CGNXROCK
| Q4 25 | 65.7% | 25.3% | ||
| Q3 25 | 67.6% | 26.6% | ||
| Q2 25 | 67.4% | 28.4% | ||
| Q1 25 | 66.8% | 26.8% | ||
| Q4 24 | 68.7% | 29.0% | ||
| Q3 24 | 67.9% | 29.4% | ||
| Q2 24 | 69.6% | 30.5% | ||
| Q1 24 | 67.3% | 28.9% |
营业利润率CGNXROCK
| Q4 25 | 14.0% | 7.9% | ||
| Q3 25 | 20.9% | 12.8% | ||
| Q2 25 | 17.4% | 12.8% | ||
| Q1 25 | 12.1% | 8.8% | ||
| Q4 24 | 13.4% | 13.3% | ||
| Q3 24 | 13.4% | 15.6% | ||
| Q2 24 | 16.1% | 14.9% | ||
| Q1 24 | 6.7% | 10.8% |
净利率CGNXROCK
| Q4 25 | 12.9% | — | ||
| Q3 25 | 6.4% | -28.6% | ||
| Q2 25 | 16.3% | 8.4% | ||
| Q1 25 | 10.9% | 7.3% | ||
| Q4 24 | 12.3% | — | ||
| Q3 24 | 12.6% | 12.3% | ||
| Q2 24 | 15.1% | 11.8% | ||
| Q1 24 | 5.7% | 8.5% |
每股收益（稀释后）CGNXROCK
| Q4 25 | $0.20 | — | ||
| Q3 25 | $0.10 | $-2.98 | ||
| Q2 25 | $0.24 | $0.87 | ||
| Q1 25 | $0.14 | — | ||
| Q4 24 | $0.17 | — | ||
| Q3 24 | $0.17 | $1.11 | ||
| Q2 24 | $0.21 | $1.05 | ||
| Q1 24 | $0.07 | — |
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 | $262.9M | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $1.5B | $950.4M |
| 总资产 | $2.0B | $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CGNXROCK
| Q4 25 | $262.9M | $115.7M | ||
| Q3 25 | $245.9M | $89.4M | ||
| Q2 25 | $179.3M | $43.3M | ||
| Q1 25 | $143.7M | $25.1M | ||
| Q4 24 | $186.1M | $269.5M | ||
| Q3 24 | $197.1M | $228.9M | ||
| Q2 24 | $176.6M | $179.1M | ||
| Q1 24 | $138.9M | $146.7M |
总债务CGNXROCK
| 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CGNXROCK
| Q4 25 | $1.5B | $950.4M | ||
| Q3 25 | $1.5B | $951.8M | ||
| Q2 25 | $1.5B | $1.0B | ||
| Q1 25 | $1.4B | $1.0B | ||
| Q4 24 | $1.5B | $1.0B | ||
| Q3 24 | $1.6B | $1.0B | ||
| Q2 24 | $1.5B | $975.7M | ||
| Q1 24 | $1.5B | $940.2M |
总资产CGNXROCK
| Q4 25 | $2.0B | $1.4B | ||
| Q3 25 | $2.0B | $1.4B | ||
| Q2 25 | $2.0B | $1.5B | ||
| Q1 25 | $1.9B | $1.4B | ||
| Q4 24 | $2.0B | $1.4B | ||
| Q3 24 | $2.1B | $1.4B | ||
| Q2 24 | $2.0B | $1.4B | ||
| Q1 24 | $2.0B | $1.3B |
负债/权益比CGNXROCK
| 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 | $74.9M | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $72.3M | $26.2M |
| 自由现金流率自由现金流/营收 | 28.7% | 11.7% |
| 资本支出强度资本支出/营收 | 1.0% | 4.1% |
| 现金转化率经营现金流/净利润 | 2.29× | — |
| 过去12个月自由现金流最近4个季度 | $236.8M | $120.6M |
8季度趋势，按日历期对齐
经营现金流CGNXROCK
| Q4 25 | $74.9M | $35.5M | ||
| Q3 25 | $87.5M | $73.0M | ||
| Q2 25 | $42.6M | $44.9M | ||
| Q1 25 | $40.5M | $13.7M | ||
| Q4 24 | $51.4M | $19.9M | ||
| Q3 24 | $56.3M | $64.7M | ||
| Q2 24 | $27.8M | $36.5M | ||
| Q1 24 | $13.6M | $53.2M |
自由现金流CGNXROCK
| Q4 25 | $72.3M | $26.2M | ||
| Q3 25 | $86.0M | $64.8M | ||
| Q2 25 | $40.4M | $27.3M | ||
| Q1 25 | $38.0M | $2.3M | ||
| Q4 24 | $49.3M | $14.1M | ||
| Q3 24 | $51.9M | $60.5M | ||
| Q2 24 | $23.3M | $33.5M | ||
| Q1 24 | $9.6M | $48.8M |
自由现金流率CGNXROCK
| Q4 25 | 28.7% | 11.7% | ||
| Q3 25 | 31.1% | 20.8% | ||
| Q2 25 | 16.2% | 8.8% | ||
| Q1 25 | 17.6% | 0.8% | ||
| Q4 24 | 21.5% | 7.8% | ||
| Q3 24 | 22.1% | 21.8% | ||
| Q2 24 | 9.7% | 12.2% | ||
| Q1 24 | 4.5% | 16.7% |
资本支出强度CGNXROCK
| Q4 25 | 1.0% | 4.1% | ||
| Q3 25 | 0.5% | 2.6% | ||
| Q2 25 | 0.9% | 5.7% | ||
| Q1 25 | 1.2% | 3.9% | ||
| Q4 24 | 0.9% | 3.3% | ||
| Q3 24 | 1.9% | 1.5% | ||
| Q2 24 | 1.9% | 1.1% | ||
| Q1 24 | 1.9% | 1.5% |
现金转化率CGNXROCK
| Q4 25 | 2.29× | — | ||
| Q3 25 | 4.95× | — | ||
| Q2 25 | 1.05× | 1.73× | ||
| Q1 25 | 1.72× | 0.65× | ||
| Q4 24 | 1.81× | — | ||
| Q3 24 | 1.90× | 1.90× | ||
| Q2 24 | 0.77× | 1.13× | ||
| Q1 24 | 1.13× | 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
CGNX
暂无分部数据
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
