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杜比实验室(DLB)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
杜比实验室的季度营收约是GIBRALTAR INDUSTRIES, INC.的1.8倍($395.6M vs $225.0M),GIBRALTAR INDUSTRIES, INC.同比增速更快(24.9% vs 7.1%),过去两年杜比实验室的营收复合增速更高(13.9% vs -12.3%)
杜比实验室是一家美国科技企业,专注于音频降噪、音频编码压缩、空间音频及高动态范围(HDR)影像等技术的研发,旗下技术广泛授权给全球各地的消费电子制造商使用,助力终端产品为用户带来更出色的视听体验。
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。
DLB vs ROCK — 直观对比
营收规模更大
DLB
是对方的1.8倍
$225.0M
营收增速更快
ROCK
高出17.9%
7.1%
两年增速更快
DLB
近两年复合增速
-12.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $395.6M | $225.0M |
| 净利润 | $94.9M | — |
| 毛利率 | 88.7% | 25.3% |
| 营业利润率 | 28.5% | 7.9% |
| 净利率 | 24.0% | — |
| 营收同比 | 7.1% | 24.9% |
| 净利润同比 | 3.4% | — |
| 每股收益(稀释后) | $0.99 | — |
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
DLB
ROCK
| Q2 26 | $395.6M | — | ||
| Q1 26 | $346.7M | — | ||
| Q4 25 | $346.7M | $225.0M | ||
| Q3 25 | $307.0M | $310.9M | ||
| Q2 25 | $315.5M | $309.5M | ||
| Q1 25 | $369.6M | $290.0M | ||
| Q4 24 | $357.0M | $180.1M | ||
| Q3 24 | $304.8M | $277.1M |
净利润
DLB
ROCK
| Q2 26 | $94.9M | — | ||
| Q1 26 | $53.3M | — | ||
| Q4 25 | $53.3M | — | ||
| Q3 25 | $49.3M | $-89.1M | ||
| Q2 25 | $46.1M | $26.0M | ||
| Q1 25 | $91.8M | $21.1M | ||
| Q4 24 | $67.8M | — | ||
| Q3 24 | $58.6M | $34.0M |
毛利率
DLB
ROCK
| Q2 26 | 88.7% | — | ||
| Q1 26 | 87.5% | — | ||
| Q4 25 | 87.5% | 25.3% | ||
| Q3 25 | 87.1% | 26.6% | ||
| Q2 25 | 86.1% | 28.4% | ||
| Q1 25 | 90.3% | 26.8% | ||
| Q4 24 | 88.6% | 29.0% | ||
| Q3 24 | 88.8% | 29.4% |
营业利润率
DLB
ROCK
| Q2 26 | 28.5% | — | ||
| Q1 26 | 17.9% | — | ||
| Q4 25 | 17.9% | 7.9% | ||
| Q3 25 | 9.7% | 12.8% | ||
| Q2 25 | 15.1% | 12.8% | ||
| Q1 25 | 29.2% | 8.8% | ||
| Q4 24 | 22.4% | 13.3% | ||
| Q3 24 | 15.2% | 15.6% |
净利率
DLB
ROCK
| Q2 26 | 24.0% | — | ||
| Q1 26 | 15.4% | — | ||
| Q4 25 | 15.4% | — | ||
| Q3 25 | 16.1% | -28.6% | ||
| Q2 25 | 14.6% | 8.4% | ||
| Q1 25 | 24.8% | 7.3% | ||
| Q4 24 | 19.0% | — | ||
| Q3 24 | 19.2% | 12.3% |
每股收益(稀释后)
DLB
ROCK
| Q2 26 | $0.99 | — | ||
| Q1 26 | $0.55 | — | ||
| Q4 25 | $0.55 | — | ||
| Q3 25 | $0.50 | $-2.98 | ||
| Q2 25 | $0.48 | $0.87 | ||
| Q1 25 | $0.94 | — | ||
| Q4 24 | $0.70 | — | ||
| Q3 24 | $0.59 | $1.11 |
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 | $594.7M | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $2.6B | $950.4M |
| 总资产 | $3.2B | $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
DLB
ROCK
| Q2 26 | $594.7M | — | ||
| Q1 26 | $644.6M | — | ||
| Q4 25 | $644.6M | $115.7M | ||
| Q3 25 | $702.6M | $89.4M | ||
| Q2 25 | $699.3M | $43.3M | ||
| Q1 25 | $626.6M | $25.1M | ||
| Q4 24 | $520.8M | $269.5M | ||
| Q3 24 | $482.0M | $228.9M |
总债务
DLB
ROCK
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 |
股东权益
DLB
ROCK
| Q2 26 | $2.6B | — | ||
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.6B | $950.4M | ||
| Q3 25 | $2.6B | $951.8M | ||
| Q2 25 | $2.6B | $1.0B | ||
| Q1 25 | $2.6B | $1.0B | ||
| Q4 24 | $2.5B | $1.0B | ||
| Q3 24 | $2.5B | $1.0B |
总资产
DLB
ROCK
| Q2 26 | $3.2B | — | ||
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $1.4B | ||
| Q3 25 | $3.2B | $1.4B | ||
| Q2 25 | $3.2B | $1.5B | ||
| Q1 25 | $3.2B | $1.4B | ||
| Q4 24 | $3.2B | $1.4B | ||
| Q3 24 | $3.1B | $1.4B |
负债/权益比
DLB
ROCK
| Q2 26 | — | — | ||
| 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× |
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 | $147.3M | $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 | 1.55× | — |
| 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
DLB
ROCK
| Q2 26 | $147.3M | — | ||
| Q1 26 | $54.8M | — | ||
| Q4 25 | $54.8M | $35.5M | ||
| Q3 25 | $472.2M | $73.0M | ||
| Q2 25 | $67.7M | $44.9M | ||
| Q1 25 | $174.9M | $13.7M | ||
| Q4 24 | $106.8M | $19.9M | ||
| Q3 24 | $327.3M | $64.7M |
自由现金流
DLB
ROCK
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $50.2M | $26.2M | ||
| Q3 25 | $435.9M | $64.8M | ||
| Q2 25 | $61.3M | $27.3M | ||
| Q1 25 | $168.0M | $2.3M | ||
| Q4 24 | $100.0M | $14.1M | ||
| Q3 24 | $297.2M | $60.5M |
自由现金流率
DLB
ROCK
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 14.5% | 11.7% | ||
| Q3 25 | 142.0% | 20.8% | ||
| Q2 25 | 19.4% | 8.8% | ||
| Q1 25 | 45.5% | 0.8% | ||
| Q4 24 | 28.0% | 7.8% | ||
| Q3 24 | 97.5% | 21.8% |
资本支出强度
DLB
ROCK
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 4.1% | ||
| Q3 25 | 11.8% | 2.6% | ||
| Q2 25 | 2.0% | 5.7% | ||
| Q1 25 | 1.9% | 3.9% | ||
| Q4 24 | 1.9% | 3.3% | ||
| Q3 24 | 9.8% | 1.5% |
现金转化率
DLB
ROCK
| Q2 26 | 1.55× | — | ||
| Q1 26 | 1.03× | — | ||
| Q4 25 | 1.03× | — | ||
| Q3 25 | 9.57× | — | ||
| Q2 25 | 1.47× | 1.73× | ||
| Q1 25 | 1.91× | 0.65× | ||
| Q4 24 | 1.57× | — | ||
| Q3 24 | 5.59× | 1.90× |
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
DLB
| Licensing | $372.2M | 94% |
| Products and services | $23.4M | 6% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |