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Torrid Holdings Inc.（CURV）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
Torrid Holdings Inc.的季度营收约是GIBRALTAR INDUSTRIES, INC.的1.0倍（$235.2M vs $225.0M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs -10.8%），GIBRALTAR INDUSTRIES, INC.自由现金流更多（$26.2M vs $-6.6M），过去两年Torrid Holdings Inc.的营收复合增速更高（-10.5% vs -12.3%）
Torrid Holdings Inc.是美国主营大码女装的零售连锁品牌，原隶属于Hot Topic，目前归Sycamore Partners所有，2015年拆分成为独立公司。品牌专为10至30码的女性提供服饰及配饰产品，2001年4月在加利福尼亚州布瑞亚购物中心开出首店，截至2024年，已在美国各州及部分其他区域开设超过650家门店。
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。
CURV vs ROCK — 直观对比
营收规模更大
CURV
是对方的1.0倍
$225.0M
营收增速更快
ROCK
高出35.8%
-10.8%
自由现金流更多
ROCK
多$32.8M
$-6.6M
两年增速更快
CURV
近两年复合增速
-12.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $235.2M | $225.0M |
| 净利润 | $-6.4M | — |
| 毛利率 | 34.9% | 25.3% |
| 营业利润率 | 0.1% | 7.9% |
| 净利率 | -2.7% | — |
| 营收同比 | -10.8% | 24.9% |
| 净利润同比 | -438.2% | — |
| 每股收益（稀释后） | $-0.06 | — |
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CURVROCK
| Q4 25 | $235.2M | $225.0M | ||
| Q3 25 | $262.8M | $310.9M | ||
| Q2 25 | $266.0M | $309.5M | ||
| Q1 25 | $275.6M | $290.0M | ||
| Q4 24 | $263.8M | $180.1M | ||
| Q3 24 | $284.6M | $277.1M | ||
| Q2 24 | $279.8M | $273.6M | ||
| Q1 24 | $293.5M | $292.5M |
净利润CURVROCK
| Q4 25 | $-6.4M | — | ||
| Q3 25 | $1.6M | $-89.1M | ||
| Q2 25 | $5.9M | $26.0M | ||
| Q1 25 | $-3.0M | $21.1M | ||
| Q4 24 | $-1.2M | — | ||
| Q3 24 | $8.3M | $34.0M | ||
| Q2 24 | $12.2M | $32.2M | ||
| Q1 24 | $-4.1M | $24.9M |
毛利率CURVROCK
| Q4 25 | 34.9% | 25.3% | ||
| Q3 25 | 35.6% | 26.6% | ||
| Q2 25 | 38.1% | 28.4% | ||
| Q1 25 | 33.6% | 26.8% | ||
| Q4 24 | 36.1% | 29.0% | ||
| Q3 24 | 38.7% | 29.4% | ||
| Q2 24 | 41.3% | 30.5% | ||
| Q1 24 | 34.5% | 28.9% |
营业利润率CURVROCK
| Q4 25 | 0.1% | 7.9% | ||
| Q3 25 | 3.9% | 12.8% | ||
| Q2 25 | 6.0% | 12.8% | ||
| Q1 25 | 1.3% | 8.8% | ||
| Q4 24 | 2.7% | 13.3% | ||
| Q3 24 | 7.2% | 15.6% | ||
| Q2 24 | 9.3% | 14.9% | ||
| Q1 24 | 1.4% | 10.8% |
净利率CURVROCK
| Q4 25 | -2.7% | — | ||
| Q3 25 | 0.6% | -28.6% | ||
| Q2 25 | 2.2% | 8.4% | ||
| Q1 25 | -1.1% | 7.3% | ||
| Q4 24 | -0.5% | — | ||
| Q3 24 | 2.9% | 12.3% | ||
| Q2 24 | 4.4% | 11.8% | ||
| Q1 24 | -1.4% | 8.5% |
每股收益（稀释后）CURVROCK
| Q4 25 | $-0.06 | — | ||
| Q3 25 | $0.02 | $-2.98 | ||
| Q2 25 | $0.06 | $0.87 | ||
| Q1 25 | $-0.04 | — | ||
| Q4 24 | $-0.01 | — | ||
| Q3 24 | $0.08 | $1.11 | ||
| Q2 24 | $0.12 | $1.05 | ||
| Q1 24 | $-0.03 | — |
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 | $17.2M | $115.7M |
| 总债务越低越好 | $276.4M | $0 |
| 股东权益账面价值 | $-206.5M | $950.4M |
| 总资产 | $402.9M | $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CURVROCK
| Q4 25 | $17.2M | $115.7M | ||
| Q3 25 | $21.5M | $89.4M | ||
| Q2 25 | $23.7M | $43.3M | ||
| Q1 25 | $48.5M | $25.1M | ||
| Q4 24 | $44.0M | $269.5M | ||
| Q3 24 | $53.9M | $228.9M | ||
| Q2 24 | $20.5M | $179.1M | ||
| Q1 24 | $11.7M | $146.7M |
总债务CURVROCK
| Q4 25 | $276.4M | $0 | ||
| Q3 25 | $280.5M | $0 | ||
| Q2 25 | $284.5M | $0 | ||
| Q1 25 | $288.6M | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | $0 |
股东权益CURVROCK
| Q4 25 | $-206.5M | $950.4M | ||
| Q3 25 | $-201.1M | $951.8M | ||
| Q2 25 | $-183.8M | $1.0B | ||
| Q1 25 | $-191.1M | $1.0B | ||
| Q4 24 | $-189.3M | $1.0B | ||
| Q3 24 | $-188.9M | $1.0B | ||
| Q2 24 | $-198.6M | $975.7M | ||
| Q1 24 | $-211.7M | $940.2M |
总资产CURVROCK
| Q4 25 | $402.9M | $1.4B | ||
| Q3 25 | $414.5M | $1.4B | ||
| Q2 25 | $451.4M | $1.5B | ||
| Q1 25 | $488.4M | $1.4B | ||
| Q4 24 | $493.0M | $1.4B | ||
| Q3 24 | $487.5M | $1.4B | ||
| Q2 24 | $479.7M | $1.4B | ||
| Q1 24 | $476.9M | $1.3B |
负债/权益比CURVROCK
| 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 | $-4.9M | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $-6.6M | $26.2M |
| 自由现金流率自由现金流/营收 | -2.8% | 11.7% |
| 资本支出强度资本支出/营收 | 0.7% | 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 | $-2.3M | $120.6M |
8季度趋势，按日历期对齐
经营现金流CURVROCK
| Q4 25 | $-4.9M | $35.5M | ||
| Q3 25 | $15.7M | $73.0M | ||
| Q2 25 | $-18.0M | $44.9M | ||
| Q1 25 | $12.0M | $13.7M | ||
| Q4 24 | $-3.1M | $19.9M | ||
| Q3 24 | $40.8M | $64.7M | ||
| Q2 24 | $27.6M | $36.5M | ||
| Q1 24 | $9.0M | $53.2M |
自由现金流CURVROCK
| Q4 25 | $-6.6M | $26.2M | ||
| Q3 25 | $14.6M | $64.8M | ||
| Q2 25 | $-20.6M | $27.3M | ||
| Q1 25 | $10.2M | $2.3M | ||
| Q4 24 | $-5.5M | $14.1M | ||
| Q3 24 | $37.7M | $60.5M | ||
| Q2 24 | $20.6M | $33.5M | ||
| Q1 24 | $-1.7M | $48.8M |
自由现金流率CURVROCK
| Q4 25 | -2.8% | 11.7% | ||
| Q3 25 | 5.6% | 20.8% | ||
| Q2 25 | -7.7% | 8.8% | ||
| Q1 25 | 3.7% | 0.8% | ||
| Q4 24 | -2.1% | 7.8% | ||
| Q3 24 | 13.2% | 21.8% | ||
| Q2 24 | 7.4% | 12.2% | ||
| Q1 24 | -0.6% | 16.7% |
资本支出强度CURVROCK
| Q4 25 | 0.7% | 4.1% | ||
| Q3 25 | 0.4% | 2.6% | ||
| Q2 25 | 1.0% | 5.7% | ||
| Q1 25 | 0.6% | 3.9% | ||
| Q4 24 | 0.9% | 3.3% | ||
| Q3 24 | 1.1% | 1.5% | ||
| Q2 24 | 2.5% | 1.1% | ||
| Q1 24 | 3.7% | 1.5% |
现金转化率CURVROCK
| Q4 25 | — | — | ||
| Q3 25 | 10.05× | — | ||
| Q2 25 | -3.03× | 1.73× | ||
| Q1 25 | — | 0.65× | ||
| Q4 24 | — | — | ||
| Q3 24 | 4.90× | 1.90× | ||
| Q2 24 | 2.27× | 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
CURV
| Apparel | $213.6M | 91% |
| Non Apparel | $12.3M | 5% |
| Other | $9.2M | 4% |
| Loyalty Program | $1.1M | 0% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
