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DAKTRONICS INC(DAKT)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
DAKTRONICS INC的季度营收约是GIBRALTAR INDUSTRIES, INC.的1.0倍($229.3M vs $225.0M),GIBRALTAR INDUSTRIES, INC.同比增速更快(24.9% vs 10.0%),GIBRALTAR INDUSTRIES, INC.自由现金流更多($26.2M vs $14.0M),过去两年DAKTRONICS INC的营收复合增速更高(16.0% vs -12.3%)
达科电子是一家总部位于美国南达科他州布鲁金斯的企业,由两名南达科他州立大学教授于1968年创立,主营业务涵盖视频显示屏、记分牌、数字广告牌、动态信息标识、音响系统及相关产品的设计、生产、销售与服务。
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。
DAKT vs ROCK — 直观对比
营收规模更大
DAKT
是对方的1.0倍
$225.0M
营收增速更快
ROCK
高出14.9%
10.0%
自由现金流更多
ROCK
多$12.2M
$14.0M
两年增速更快
DAKT
近两年复合增速
-12.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $229.3M | $225.0M |
| 净利润 | $17.5M | — |
| 毛利率 | 27.0% | 25.3% |
| 营业利润率 | 9.4% | 7.9% |
| 净利率 | 7.6% | — |
| 营收同比 | 10.0% | 24.9% |
| 净利润同比 | -18.3% | — |
| 每股收益(稀释后) | $0.35 | — |
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
DAKT
ROCK
| Q4 25 | $229.3M | $225.0M | ||
| Q3 25 | $219.0M | $310.9M | ||
| Q2 25 | $172.6M | $309.5M | ||
| Q1 25 | $149.5M | $290.0M | ||
| Q4 24 | $208.3M | $180.1M | ||
| Q3 24 | $226.1M | $277.1M | ||
| Q2 24 | $215.9M | $273.6M | ||
| Q1 24 | $170.3M | $292.5M |
净利润
DAKT
ROCK
| Q4 25 | $17.5M | — | ||
| Q3 25 | $16.5M | $-89.1M | ||
| Q2 25 | $-9.4M | $26.0M | ||
| Q1 25 | $-17.2M | $21.1M | ||
| Q4 24 | $21.4M | — | ||
| Q3 24 | $-4.9M | $34.0M | ||
| Q2 24 | $2.5M | $32.2M | ||
| Q1 24 | $10.7M | $24.9M |
毛利率
DAKT
ROCK
| Q4 25 | 27.0% | 25.3% | ||
| Q3 25 | 29.7% | 26.6% | ||
| Q2 25 | 25.0% | 28.4% | ||
| Q1 25 | 24.6% | 26.8% | ||
| Q4 24 | 26.8% | 29.0% | ||
| Q3 24 | 26.4% | 29.4% | ||
| Q2 24 | 25.7% | 30.5% | ||
| Q1 24 | 24.5% | 28.9% |
营业利润率
DAKT
ROCK
| Q4 25 | 9.4% | 7.9% | ||
| Q3 25 | 10.6% | 12.8% | ||
| Q2 25 | -1.0% | 12.8% | ||
| Q1 25 | -2.4% | 8.8% | ||
| Q4 24 | 7.6% | 13.3% | ||
| Q3 24 | 10.0% | 15.6% | ||
| Q2 24 | 9.0% | 14.9% | ||
| Q1 24 | 4.7% | 10.8% |
净利率
DAKT
ROCK
| Q4 25 | 7.6% | — | ||
| Q3 25 | 7.5% | -28.6% | ||
| Q2 25 | -5.5% | 8.4% | ||
| Q1 25 | -11.5% | 7.3% | ||
| Q4 24 | 10.3% | — | ||
| Q3 24 | -2.2% | 12.3% | ||
| Q2 24 | 1.2% | 11.8% | ||
| Q1 24 | 6.3% | 8.5% |
每股收益(稀释后)
DAKT
ROCK
| Q4 25 | $0.35 | — | ||
| Q3 25 | $0.33 | $-2.98 | ||
| Q2 25 | $0.04 | $0.87 | ||
| Q1 25 | $-0.36 | — | ||
| Q4 24 | $0.22 | — | ||
| Q3 24 | $-0.11 | $1.11 | ||
| Q2 24 | $0.18 | $1.05 | ||
| Q1 24 | $0.09 | — |
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 | $149.6M | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $297.5M | $950.4M |
| 总资产 | $548.4M | $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
DAKT
ROCK
| Q4 25 | $149.6M | $115.7M | ||
| Q3 25 | $136.9M | $89.4M | ||
| Q2 25 | $127.5M | $43.3M | ||
| Q1 25 | $132.2M | $25.1M | ||
| Q4 24 | $134.4M | $269.5M | ||
| Q3 24 | $96.8M | $228.9M | ||
| Q2 24 | $81.3M | $179.1M | ||
| Q1 24 | $76.8M | $146.7M |
总债务
DAKT
ROCK
| 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
DAKT
ROCK
| Q4 25 | $297.5M | $950.4M | ||
| Q3 25 | $279.8M | $951.8M | ||
| Q2 25 | $271.9M | $1.0B | ||
| Q1 25 | $272.3M | $1.0B | ||
| Q4 24 | $260.9M | $1.0B | ||
| Q3 24 | $238.2M | $1.0B | ||
| Q2 24 | $238.8M | $975.7M | ||
| Q1 24 | $236.2M | $940.2M |
总资产
DAKT
ROCK
| Q4 25 | $548.4M | $1.4B | ||
| Q3 25 | $545.6M | $1.4B | ||
| Q2 25 | $502.9M | $1.5B | ||
| Q1 25 | $524.2M | $1.4B | ||
| Q4 24 | $551.9M | $1.4B | ||
| Q3 24 | $553.9M | $1.4B | ||
| Q2 24 | $527.9M | $1.4B | ||
| Q1 24 | $499.2M | $1.3B |
负债/权益比
DAKT
ROCK
| 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 | $16.5M | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $14.0M | $26.2M |
| 自由现金流率自由现金流/营收 | 6.1% | 11.7% |
| 资本支出强度资本支出/营收 | 1.1% | 4.1% |
| 现金转化率经营现金流/净利润 | 0.94× | — |
| 过去12个月自由现金流最近4个季度 | $61.7M | $120.6M |
8季度趋势,按日历期对齐
经营现金流
DAKT
ROCK
| Q4 25 | $16.5M | $35.5M | ||
| Q3 25 | $26.1M | $73.0M | ||
| Q2 25 | $22.9M | $44.9M | ||
| Q1 25 | $12.0M | $13.7M | ||
| Q4 24 | $43.3M | $19.9M | ||
| Q3 24 | $19.5M | $64.7M | ||
| Q2 24 | $9.5M | $36.5M | ||
| Q1 24 | $9.5M | $53.2M |
自由现金流
DAKT
ROCK
| Q4 25 | $14.0M | $26.2M | ||
| Q3 25 | $21.8M | $64.8M | ||
| Q2 25 | $18.0M | $27.3M | ||
| Q1 25 | $7.8M | $2.3M | ||
| Q4 24 | $38.0M | $14.1M | ||
| Q3 24 | $14.4M | $60.5M | ||
| Q2 24 | $6.1M | $33.5M | ||
| Q1 24 | $5.1M | $48.8M |
自由现金流率
DAKT
ROCK
| Q4 25 | 6.1% | 11.7% | ||
| Q3 25 | 10.0% | 20.8% | ||
| Q2 25 | 10.5% | 8.8% | ||
| Q1 25 | 5.2% | 0.8% | ||
| Q4 24 | 18.2% | 7.8% | ||
| Q3 24 | 6.4% | 21.8% | ||
| Q2 24 | 2.8% | 12.2% | ||
| Q1 24 | 3.0% | 16.7% |
资本支出强度
DAKT
ROCK
| Q4 25 | 1.1% | 4.1% | ||
| Q3 25 | 2.0% | 2.6% | ||
| Q2 25 | 2.8% | 5.7% | ||
| Q1 25 | 2.8% | 3.9% | ||
| Q4 24 | 2.6% | 3.3% | ||
| Q3 24 | 2.2% | 1.5% | ||
| Q2 24 | 1.6% | 1.1% | ||
| Q1 24 | 2.6% | 1.5% |
现金转化率
DAKT
ROCK
| Q4 25 | 0.94× | — | ||
| Q3 25 | 1.58× | — | ||
| Q2 25 | — | 1.73× | ||
| Q1 25 | — | 0.65× | ||
| Q4 24 | 2.02× | — | ||
| Q3 24 | — | 1.90× | ||
| Q2 24 | 3.75× | 1.13× | ||
| Q1 24 | 0.88× | 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
DAKT
| Live Events Segment | $81.5M | 36% |
| Transferred At Point In Time | $41.9M | 18% |
| Limited Configuration | $39.2M | 17% |
| Other | $30.6M | 13% |
| Transportation Segment | $21.3M | 9% |
| Transferred Over Time | $8.8M | 4% |
| Unique Configuration | $6.0M | 3% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |