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CubeSmart（CUBE）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
CubeSmart的季度营收约是GIBRALTAR INDUSTRIES, INC.的1.3倍（$281.9M vs $225.0M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs 3.3%），过去两年CubeSmart的营收复合增速更高（2.9% vs -12.3%）
CubeSmart是一家专注于投资自助仓储设施的美国房地产投资信托，为美国第三大自助仓储运营商。截至2024年12月31日，公司在全美25个州及哥伦比亚特区共持有631座自助仓储物业，可出租总面积达4580万平方英尺。
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。
CUBE vs ROCK — 直观对比
营收规模更大
CUBE
是对方的1.3倍
$225.0M
营收增速更快
ROCK
高出21.7%
3.3%
两年增速更快
CUBE
近两年复合增速
-12.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $281.9M | $225.0M |
| 净利润 | $82.8M | — |
| 毛利率 | — | 25.3% |
| 营业利润率 | 40.2% | 7.9% |
| 净利率 | 29.4% | — |
| 营收同比 | 3.3% | 24.9% |
| 净利润同比 | -6.8% | — |
| 每股收益（稀释后） | $0.36 | — |
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CUBEROCK
| Q1 26 | $281.9M | — | ||
| Q4 25 | $282.7M | $225.0M | ||
| Q3 25 | $285.1M | $310.9M | ||
| Q2 25 | $282.3M | $309.5M | ||
| Q1 25 | $273.0M | $290.0M | ||
| Q4 24 | $267.7M | $180.1M | ||
| Q3 24 | $270.9M | $277.1M | ||
| Q2 24 | $266.2M | $273.6M |
净利润CUBEROCK
| Q1 26 | $82.8M | — | ||
| Q4 25 | $77.7M | — | ||
| Q3 25 | $82.4M | $-89.1M | ||
| Q2 25 | $82.4M | $26.0M | ||
| Q1 25 | $88.7M | $21.1M | ||
| Q4 24 | $101.9M | — | ||
| Q3 24 | $101.0M | $34.0M | ||
| Q2 24 | $94.2M | $32.2M |
毛利率CUBEROCK
| Q1 26 | — | — | ||
| Q4 25 | 68.7% | 25.3% | ||
| Q3 25 | 68.1% | 26.6% | ||
| Q2 25 | 68.5% | 28.4% | ||
| Q1 25 | 69.6% | 26.8% | ||
| Q4 24 | 71.7% | 29.0% | ||
| Q3 24 | 69.8% | 29.4% | ||
| Q2 24 | 68.8% | 30.5% |
营业利润率CUBEROCK
| Q1 26 | 40.2% | — | ||
| Q4 25 | — | 7.9% | ||
| Q3 25 | — | 12.8% | ||
| Q2 25 | — | 12.8% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | — | 13.3% | ||
| Q3 24 | — | 15.6% | ||
| Q2 24 | — | 14.9% |
净利率CUBEROCK
| Q1 26 | 29.4% | — | ||
| Q4 25 | 27.5% | — | ||
| Q3 25 | 28.9% | -28.6% | ||
| Q2 25 | 29.2% | 8.4% | ||
| Q1 25 | 32.5% | 7.3% | ||
| Q4 24 | 38.1% | — | ||
| Q3 24 | 37.3% | 12.3% | ||
| Q2 24 | 35.4% | 11.8% |
每股收益（稀释后）CUBEROCK
| Q1 26 | $0.36 | — | ||
| Q4 25 | $0.35 | — | ||
| Q3 25 | $0.36 | $-2.98 | ||
| Q2 25 | $0.36 | $0.87 | ||
| Q1 25 | $0.39 | — | ||
| Q4 24 | $0.45 | — | ||
| Q3 24 | $0.44 | $1.11 | ||
| Q2 24 | $0.41 | $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 | $2.7B | $950.4M |
| 总资产 | $6.6B | $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CUBEROCK
| Q1 26 | — | — | ||
| Q4 25 | $5.8M | $115.7M | ||
| Q3 25 | $108.4M | $89.4M | ||
| Q2 25 | $8.7M | $43.3M | ||
| Q1 25 | $10.8M | $25.1M | ||
| Q4 24 | $71.6M | $269.5M | ||
| Q3 24 | $43.5M | $228.9M | ||
| Q2 24 | $5.7M | $179.1M |
总债务CUBEROCK
| 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CUBEROCK
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $950.4M | ||
| Q3 25 | $2.8B | $951.8M | ||
| Q2 25 | $2.8B | $1.0B | ||
| Q1 25 | $2.8B | $1.0B | ||
| Q4 24 | $2.9B | $1.0B | ||
| Q3 24 | $2.8B | $1.0B | ||
| Q2 24 | $2.8B | $975.7M |
总资产CUBEROCK
| Q1 26 | $6.6B | — | ||
| Q4 25 | $6.6B | $1.4B | ||
| Q3 25 | $6.8B | $1.4B | ||
| Q2 25 | $6.7B | $1.5B | ||
| Q1 25 | $6.7B | $1.4B | ||
| Q4 24 | $6.4B | $1.4B | ||
| Q3 24 | $6.2B | $1.4B | ||
| Q2 24 | $6.2B | $1.4B |
负债/权益比CUBEROCK
| 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 | — | $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CUBEROCK
| Q1 26 | — | — | ||
| Q4 25 | $608.5M | $35.5M | ||
| Q3 25 | $168.2M | $73.0M | ||
| Q2 25 | $157.5M | $44.9M | ||
| Q1 25 | $146.3M | $13.7M | ||
| Q4 24 | $631.1M | $19.9M | ||
| Q3 24 | $145.4M | $64.7M | ||
| Q2 24 | $170.9M | $36.5M |
自由现金流CUBEROCK
| Q1 26 | — | — | ||
| 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 |
自由现金流率CUBEROCK
| Q1 26 | — | — | ||
| 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% |
资本支出强度CUBEROCK
| Q1 26 | — | — | ||
| 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% |
现金转化率CUBEROCK
| Q1 26 | — | — | ||
| Q4 25 | 7.83× | — | ||
| Q3 25 | 2.04× | — | ||
| Q2 25 | 1.91× | 1.73× | ||
| Q1 25 | 1.65× | 0.65× | ||
| Q4 24 | 6.19× | — | ||
| Q3 24 | 1.44× | 1.90× | ||
| Q2 24 | 1.81× | 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
CUBE
| Rental income | $239.9M | 85% |
| Other | $32.1M | 11% |
| Property management fee income | $9.9M | 4% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
