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FIGS, Inc.（FIGS）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
GIBRALTAR INDUSTRIES, INC.的季度营收约是FIGS, Inc.的1.1倍（$225.0M vs $201.9M），FIGS, Inc.同比增速更快（33.0% vs 24.9%），FIGS, Inc.自由现金流更多（$58.1M vs $26.2M），过去两年FIGS, Inc.的营收复合增速更高（30.1% vs -12.3%）
FIGS是一家总部位于美国加利福尼亚州圣莫尼卡的服饰企业，由希瑟·哈森与特里娜·斯皮尔于2013年共同创立，二人目前共同担任首席执行官。品牌专注为医疗从业者提供医用刷手服及相关专业产品，是医疗工装领域的知名品牌。
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。
FIGS vs ROCK — 直观对比
营收规模更大
ROCK
是对方的1.1倍
$201.9M
营收增速更快
FIGS
高出8.0%
24.9%
自由现金流更多
FIGS
多$31.8M
$26.2M
两年增速更快
FIGS
近两年复合增速
-12.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $201.9M | $225.0M |
| 净利润 | $18.5M | — |
| 毛利率 | 62.9% | 25.3% |
| 营业利润率 | 9.3% | 7.9% |
| 净利率 | 9.2% | — |
| 营收同比 | 33.0% | 24.9% |
| 净利润同比 | 881.8% | — |
| 每股收益（稀释后） | $0.10 | — |
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FIGSROCK
| Q4 25 | $201.9M | $225.0M | ||
| Q3 25 | $151.7M | $310.9M | ||
| Q2 25 | $152.6M | $309.5M | ||
| Q1 25 | $124.9M | $290.0M | ||
| Q4 24 | $151.8M | $180.1M | ||
| Q3 24 | $140.2M | $277.1M | ||
| Q2 24 | $144.2M | $273.6M | ||
| Q1 24 | $119.3M | $292.5M |
净利润FIGSROCK
| Q4 25 | $18.5M | — | ||
| Q3 25 | $8.7M | $-89.1M | ||
| Q2 25 | $7.1M | $26.0M | ||
| Q1 25 | $-102.0K | $21.1M | ||
| Q4 24 | $1.9M | — | ||
| Q3 24 | $-1.7M | $34.0M | ||
| Q2 24 | $1.1M | $32.2M | ||
| Q1 24 | $1.4M | $24.9M |
毛利率FIGSROCK
| Q4 25 | 62.9% | 25.3% | ||
| Q3 25 | 69.9% | 26.6% | ||
| Q2 25 | 67.0% | 28.4% | ||
| Q1 25 | 67.6% | 26.8% | ||
| Q4 24 | 67.3% | 29.0% | ||
| Q3 24 | 67.1% | 29.4% | ||
| Q2 24 | 67.4% | 30.5% | ||
| Q1 24 | 68.9% | 28.9% |
营业利润率FIGSROCK
| Q4 25 | 9.3% | 7.9% | ||
| Q3 25 | 6.4% | 12.8% | ||
| Q2 25 | 6.5% | 12.8% | ||
| Q1 25 | -0.2% | 8.8% | ||
| Q4 24 | 5.9% | 13.3% | ||
| Q3 24 | -6.2% | 15.6% | ||
| Q2 24 | 1.1% | 14.9% | ||
| Q1 24 | 0.4% | 10.8% |
净利率FIGSROCK
| Q4 25 | 9.2% | — | ||
| Q3 25 | 5.8% | -28.6% | ||
| Q2 25 | 4.7% | 8.4% | ||
| Q1 25 | -0.1% | 7.3% | ||
| Q4 24 | 1.2% | — | ||
| Q3 24 | -1.2% | 12.3% | ||
| Q2 24 | 0.8% | 11.8% | ||
| Q1 24 | 1.2% | 8.5% |
每股收益（稀释后）FIGSROCK
| Q4 25 | $0.10 | — | ||
| Q3 25 | $0.05 | $-2.98 | ||
| Q2 25 | $0.04 | $0.87 | ||
| Q1 25 | $0.00 | — | ||
| Q4 24 | $0.01 | — | ||
| Q3 24 | $-0.01 | $1.11 | ||
| Q2 24 | $0.01 | $1.05 | ||
| Q1 24 | $0.01 | — |
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 | $82.0M | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $437.5M | $950.4M |
| 总资产 | $580.0M | $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FIGSROCK
| Q4 25 | $82.0M | $115.7M | ||
| Q3 25 | $46.5M | $89.4M | ||
| Q2 25 | $50.8M | $43.3M | ||
| Q1 25 | $90.0M | $25.1M | ||
| Q4 24 | $85.6M | $269.5M | ||
| Q3 24 | $124.1M | $228.9M | ||
| Q2 24 | $131.8M | $179.1M | ||
| Q1 24 | $155.3M | $146.7M |
总债务FIGSROCK
| 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FIGSROCK
| Q4 25 | $437.5M | $950.4M | ||
| Q3 25 | $413.3M | $951.8M | ||
| Q2 25 | $396.5M | $1.0B | ||
| Q1 25 | $381.5M | $1.0B | ||
| Q4 24 | $377.1M | $1.0B | ||
| Q3 24 | $403.5M | $1.0B | ||
| Q2 24 | $401.7M | $975.7M | ||
| Q1 24 | $389.9M | $940.2M |
总资产FIGSROCK
| Q4 25 | $580.0M | $1.4B | ||
| Q3 25 | $544.7M | $1.4B | ||
| Q2 25 | $517.1M | $1.5B | ||
| Q1 25 | $522.3M | $1.4B | ||
| Q4 24 | $509.8M | $1.4B | ||
| Q3 24 | $542.5M | $1.4B | ||
| Q2 24 | $526.0M | $1.4B | ||
| Q1 24 | $510.9M | $1.3B |
负债/权益比FIGSROCK
| 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 | $60.9M | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $58.1M | $26.2M |
| 自由现金流率自由现金流/营收 | 28.8% | 11.7% |
| 资本支出强度资本支出/营收 | 1.4% | 4.1% |
| 现金转化率经营现金流/净利润 | 3.29× | — |
| 过去12个月自由现金流最近4个季度 | $53.0M | $120.6M |
8季度趋势，按日历期对齐
经营现金流FIGSROCK
| Q4 25 | $60.9M | $35.5M | ||
| Q3 25 | $3.4M | $73.0M | ||
| Q2 25 | $-12.4M | $44.9M | ||
| Q1 25 | $9.2M | $13.7M | ||
| Q4 24 | $30.4M | $19.9M | ||
| Q3 24 | $22.6M | $64.7M | ||
| Q2 24 | $16.5M | $36.5M | ||
| Q1 24 | $11.6M | $53.2M |
自由现金流FIGSROCK
| Q4 25 | $58.1M | $26.2M | ||
| Q3 25 | $531.0K | $64.8M | ||
| Q2 25 | $-13.5M | $27.3M | ||
| Q1 25 | $7.9M | $2.3M | ||
| Q4 24 | $27.1M | $14.1M | ||
| Q3 24 | $18.4M | $60.5M | ||
| Q2 24 | $7.5M | $33.5M | ||
| Q1 24 | $11.1M | $48.8M |
自由现金流率FIGSROCK
| Q4 25 | 28.8% | 11.7% | ||
| Q3 25 | 0.4% | 20.8% | ||
| Q2 25 | -8.9% | 8.8% | ||
| Q1 25 | 6.3% | 0.8% | ||
| Q4 24 | 17.8% | 7.8% | ||
| Q3 24 | 13.1% | 21.8% | ||
| Q2 24 | 5.2% | 12.2% | ||
| Q1 24 | 9.3% | 16.7% |
资本支出强度FIGSROCK
| Q4 25 | 1.4% | 4.1% | ||
| Q3 25 | 1.9% | 2.6% | ||
| Q2 25 | 0.7% | 5.7% | ||
| Q1 25 | 1.0% | 3.9% | ||
| Q4 24 | 2.2% | 3.3% | ||
| Q3 24 | 3.0% | 1.5% | ||
| Q2 24 | 6.2% | 1.1% | ||
| Q1 24 | 0.4% | 1.5% |
现金转化率FIGSROCK
| Q4 25 | 3.29× | — | ||
| Q3 25 | 0.39× | — | ||
| Q2 25 | -1.75× | 1.73× | ||
| Q1 25 | — | 0.65× | ||
| Q4 24 | 16.14× | — | ||
| Q3 24 | — | 1.90× | ||
| Q2 24 | 15.04× | 1.13× | ||
| Q1 24 | 8.10× | 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
FIGS
| Scrubwear | $154.9M | 77% |
| Non Scrubwear Lifestyle | $47.0M | 23% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
