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康美（CNMD）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
康美的季度营收约是GIBRALTAR INDUSTRIES, INC.的1.4倍（$317.0M vs $225.0M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs -1.3%），过去两年康美的营收复合增速更高（-2.3% vs -12.3%）
康美公司是一家上市的美国医疗设备制造商，主营骨科、腹腔镜、普通外科相关医疗器械以及各类患者护理产品，总部现位于佛罗里达州拉戈，2022年7月前设于纽约州尤蒂卡。该品牌秉持以人为本的文化，以助力医疗合作方及其服务的患者为核心使命，在美国和墨西哥都设有生产基地。
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。
CNMD vs ROCK — 直观对比
营收规模更大
CNMD
是对方的1.4倍
$225.0M
营收增速更快
ROCK
高出26.3%
-1.3%
两年增速更快
CNMD
近两年复合增速
-12.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.0M | $225.0M |
| 净利润 | $13.8M | — |
| 毛利率 | 57.9% | 25.3% |
| 营业利润率 | 8.0% | 7.9% |
| 净利率 | 4.4% | — |
| 营收同比 | -1.3% | 24.9% |
| 净利润同比 | 129.1% | — |
| 每股收益（稀释后） | $0.45 | — |
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CNMDROCK
| Q1 26 | $317.0M | — | ||
| Q4 25 | $373.2M | $225.0M | ||
| Q3 25 | $337.9M | $310.9M | ||
| Q2 25 | $342.3M | $309.5M | ||
| Q1 25 | $321.3M | $290.0M | ||
| Q4 24 | $345.9M | $180.1M | ||
| Q3 24 | $316.7M | $277.1M | ||
| Q2 24 | $332.1M | $273.6M |
净利润CNMDROCK
| Q1 26 | $13.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $2.9M | $-89.1M | ||
| Q2 25 | $21.4M | $26.0M | ||
| Q1 25 | $6.0M | $21.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | $49.0M | $34.0M | ||
| Q2 24 | $30.0M | $32.2M |
毛利率CNMDROCK
| Q1 26 | 57.9% | — | ||
| Q4 25 | 58.5% | 25.3% | ||
| Q3 25 | 49.2% | 26.6% | ||
| Q2 25 | 55.0% | 28.4% | ||
| Q1 25 | 55.3% | 26.8% | ||
| Q4 24 | 57.3% | 29.0% | ||
| Q3 24 | 56.5% | 29.4% | ||
| Q2 24 | 55.3% | 30.5% |
营业利润率CNMDROCK
| Q1 26 | 8.0% | — | ||
| Q4 25 | 9.8% | 7.9% | ||
| Q3 25 | 3.5% | 12.8% | ||
| Q2 25 | 11.1% | 12.8% | ||
| Q1 25 | 5.0% | 8.8% | ||
| Q4 24 | 15.2% | 13.3% | ||
| Q3 24 | 20.7% | 15.6% | ||
| Q2 24 | 14.2% | 14.9% |
净利率CNMDROCK
| Q1 26 | 4.4% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.8% | -28.6% | ||
| Q2 25 | 6.3% | 8.4% | ||
| Q1 25 | 1.9% | 7.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | 15.5% | 12.3% | ||
| Q2 24 | 9.0% | 11.8% |
每股收益（稀释后）CNMDROCK
| Q1 26 | $0.45 | — | ||
| Q4 25 | $0.54 | — | ||
| Q3 25 | $0.09 | $-2.98 | ||
| Q2 25 | $0.69 | $0.87 | ||
| Q1 25 | $0.19 | — | ||
| Q4 24 | $1.09 | — | ||
| Q3 24 | $1.57 | $1.11 | ||
| Q2 24 | $0.96 | $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 | — | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | — | $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CNMDROCK
| Q1 26 | — | — | ||
| Q4 25 | — | $115.7M | ||
| Q3 25 | — | $89.4M | ||
| Q2 25 | — | $43.3M | ||
| Q1 25 | — | $25.1M | ||
| Q4 24 | — | $269.5M | ||
| Q3 24 | — | $228.9M | ||
| Q2 24 | — | $179.1M |
总债务CNMDROCK
| Q1 26 | — | — | ||
| Q4 25 | $834.2M | $0 | ||
| Q3 25 | $853.0M | $0 | ||
| Q2 25 | $881.1M | $0 | ||
| Q1 25 | $891.4M | $0 | ||
| Q4 24 | $905.1M | $0 | ||
| Q3 24 | $940.1M | $0 | ||
| Q2 24 | $965.2M | $0 |
股东权益CNMDROCK
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $950.4M | ||
| Q3 25 | $1.0B | $951.8M | ||
| Q2 25 | $1.0B | $1.0B | ||
| Q1 25 | $977.6M | $1.0B | ||
| Q4 24 | $962.7M | $1.0B | ||
| Q3 24 | $932.9M | $1.0B | ||
| Q2 24 | $881.8M | $975.7M |
总资产CNMDROCK
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | $1.4B | ||
| Q3 25 | $2.3B | $1.4B | ||
| Q2 25 | $2.3B | $1.5B | ||
| Q1 25 | $2.3B | $1.4B | ||
| Q4 24 | $2.3B | $1.4B | ||
| Q3 24 | $2.3B | $1.4B | ||
| Q2 24 | $2.3B | $1.4B |
负债/权益比CNMDROCK
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | 0.00× | ||
| Q3 25 | 0.85× | 0.00× | ||
| Q2 25 | 0.88× | 0.00× | ||
| Q1 25 | 0.91× | 0.00× | ||
| Q4 24 | 0.94× | 0.00× | ||
| Q3 24 | 1.01× | 0.00× | ||
| Q2 24 | 1.09× | 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 | — | $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 | — | — |
| 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CNMDROCK
| Q1 26 | — | — | ||
| Q4 25 | $46.3M | $35.5M | ||
| Q3 25 | $53.7M | $73.0M | ||
| Q2 25 | $29.1M | $44.9M | ||
| Q1 25 | $41.5M | $13.7M | ||
| Q4 24 | $43.3M | $19.9M | ||
| Q3 24 | $51.2M | $64.7M | ||
| Q2 24 | $43.3M | $36.5M |
自由现金流CNMDROCK
| Q1 26 | — | — | ||
| Q4 25 | $41.2M | $26.2M | ||
| Q3 25 | $48.5M | $64.8M | ||
| Q2 25 | $23.4M | $27.3M | ||
| Q1 25 | $37.8M | $2.3M | ||
| Q4 24 | $39.3M | $14.1M | ||
| Q3 24 | $47.8M | $60.5M | ||
| Q2 24 | $39.7M | $33.5M |
自由现金流率CNMDROCK
| Q1 26 | — | — | ||
| Q4 25 | 11.0% | 11.7% | ||
| Q3 25 | 14.4% | 20.8% | ||
| Q2 25 | 6.8% | 8.8% | ||
| Q1 25 | 11.8% | 0.8% | ||
| Q4 24 | 11.4% | 7.8% | ||
| Q3 24 | 15.1% | 21.8% | ||
| Q2 24 | 12.0% | 12.2% |
资本支出强度CNMDROCK
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 4.1% | ||
| Q3 25 | 1.5% | 2.6% | ||
| Q2 25 | 1.7% | 5.7% | ||
| Q1 25 | 1.2% | 3.9% | ||
| Q4 24 | 1.2% | 3.3% | ||
| Q3 24 | 1.1% | 1.5% | ||
| Q2 24 | 1.1% | 1.1% |
现金转化率CNMDROCK
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 18.78× | — | ||
| Q2 25 | 1.36× | 1.73× | ||
| Q1 25 | 6.88× | 0.65× | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.05× | 1.90× | ||
| Q2 24 | 1.44× | 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
CNMD
暂无分部数据
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
