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GRIFFON CORP（GFF）与Ubiquiti Inc.（UI）财务数据对比。点击上方公司名可切换其他公司
Ubiquiti Inc.的季度营收约是GRIFFON CORP的1.3倍（$814.9M vs $649.1M），Ubiquiti Inc.净利率更高（28.7% vs 9.9%，领先18.7%），Ubiquiti Inc.同比增速更快（35.8% vs 2.6%），Ubiquiti Inc.自由现金流更多（$260.3M vs $99.3M），过去两年Ubiquiti Inc.的营收复合增速更高（28.6% vs -1.8%）
格里芬公司是总部位于纽约的跨国多元化控股集团，业务覆盖多领域运营，旗下拥有Ames True Temper、ClosetMaid、Clopay建筑产品和CornellCookson四大子公司。该公司1961年起在纽交所公开上市，是标普小盘600指数、标普1500综合指数及罗素2000指数的成分股。
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
GFF vs UI — 直观对比
营收规模更大
UI
是对方的1.3倍
$649.1M
营收增速更快
UI
高出33.2%
2.6%
净利率更高
UI
高出18.7%
9.9%
自由现金流更多
UI
多$160.9M
$99.3M
两年增速更快
UI
近两年复合增速
-1.8%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $649.1M | $814.9M |
| 净利润 | $64.4M | $233.6M |
| 毛利率 | 41.1% | 45.9% |
| 营业利润率 | 17.5% | 35.9% |
| 净利率 | 9.9% | 28.7% |
| 营收同比 | 2.6% | 35.8% |
| 净利润同比 | -9.1% | 70.8% |
| 每股收益（稀释后） | $1.41 | $3.86 |
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GFFUI
| Q4 25 | $649.1M | $814.9M | ||
| Q3 25 | $662.2M | $733.8M | ||
| Q2 25 | $613.6M | $759.2M | ||
| Q1 25 | $611.7M | $664.2M | ||
| Q4 24 | $632.4M | $599.9M | ||
| Q3 24 | $659.7M | $550.3M | ||
| Q2 24 | $647.8M | $507.5M | ||
| Q1 24 | $672.9M | $493.0M |
净利润GFFUI
| Q4 25 | $64.4M | $233.6M | ||
| Q3 25 | $43.6M | $207.9M | ||
| Q2 25 | $-120.1M | $266.7M | ||
| Q1 25 | $56.8M | $180.4M | ||
| Q4 24 | $70.9M | $136.8M | ||
| Q3 24 | $62.5M | $128.0M | ||
| Q2 24 | $41.1M | $103.8M | ||
| Q1 24 | $64.1M | $76.3M |
毛利率GFFUI
| Q4 25 | 41.1% | 45.9% | ||
| Q3 25 | 41.7% | 46.0% | ||
| Q2 25 | 43.2% | 45.1% | ||
| Q1 25 | 41.2% | 44.5% | ||
| Q4 24 | 41.8% | 41.2% | ||
| Q3 24 | 39.9% | 42.1% | ||
| Q2 24 | 38.5% | 40.2% | ||
| Q1 24 | 40.2% | 35.3% |
营业利润率GFFUI
| Q4 25 | 17.5% | 35.9% | ||
| Q3 25 | 18.0% | 35.7% | ||
| Q2 25 | -20.5% | 34.4% | ||
| Q1 25 | 16.5% | 34.2% | ||
| Q4 24 | 17.7% | 29.8% | ||
| Q3 24 | 16.9% | 30.7% | ||
| Q2 24 | 13.8% | 27.3% | ||
| Q1 24 | 16.9% | 22.6% |
净利率GFFUI
| Q4 25 | 9.9% | 28.7% | ||
| Q3 25 | 6.6% | 28.3% | ||
| Q2 25 | -19.6% | 35.1% | ||
| Q1 25 | 9.3% | 27.2% | ||
| Q4 24 | 11.2% | 22.8% | ||
| Q3 24 | 9.5% | 23.3% | ||
| Q2 24 | 6.3% | 20.5% | ||
| Q1 24 | 9.5% | 15.5% |
每股收益（稀释后）GFFUI
| Q4 25 | $1.41 | $3.86 | ||
| Q3 25 | $1.04 | $3.43 | ||
| Q2 25 | $-2.65 | $4.40 | ||
| Q1 25 | $1.21 | $2.98 | ||
| Q4 24 | $1.49 | $2.26 | ||
| Q3 24 | $1.29 | $2.12 | ||
| Q2 24 | $0.84 | $1.72 | ||
| Q1 24 | $1.28 | $1.26 |
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 | $95.3M | $302.8M |
| 总债务越低越好 | — | $47.5M |
| 股东权益账面价值 | $108.9M | $1.0B |
| 总资产 | $2.1B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资GFFUI
| Q4 25 | $95.3M | $302.8M | ||
| Q3 25 | $99.0M | $177.2M | ||
| Q2 25 | $107.3M | $149.7M | ||
| Q1 25 | $127.8M | $151.0M | ||
| Q4 24 | $152.0M | $133.1M | ||
| Q3 24 | $114.4M | $165.2M | ||
| Q2 24 | $133.5M | $126.3M | ||
| Q1 24 | $123.0M | $102.5M |
总债务GFFUI
| Q4 25 | — | $47.5M | ||
| Q3 25 | — | $133.8M | ||
| Q2 25 | $1.5B | $250.0M | ||
| Q1 25 | $1.5B | $340.0M | ||
| Q4 24 | $1.5B | $406.3M | ||
| Q3 24 | $1.5B | $552.5M | ||
| Q2 24 | $1.5B | $708.1M | ||
| Q1 24 | $1.6B | $877.5M |
股东权益GFFUI
| Q4 25 | $108.9M | $1.0B | ||
| Q3 25 | $74.0M | $828.4M | ||
| Q2 25 | $63.9M | $668.3M | ||
| Q1 25 | $214.7M | $436.1M | ||
| Q4 24 | $227.8M | $290.4M | ||
| Q3 24 | $224.9M | $188.1M | ||
| Q2 24 | $223.5M | $95.1M | ||
| Q1 24 | $202.2M | $25.9M |
总资产GFFUI
| Q4 25 | $2.1B | $1.6B | ||
| Q3 25 | $2.1B | $1.5B | ||
| Q2 25 | $2.1B | $1.5B | ||
| Q1 25 | $2.3B | $1.3B | ||
| Q4 24 | $2.3B | $1.2B | ||
| Q3 24 | $2.4B | $1.2B | ||
| Q2 24 | $2.4B | $1.2B | ||
| Q1 24 | $2.4B | $1.2B |
负债/权益比GFFUI
| Q4 25 | — | 0.05× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | 22.71× | 0.37× | ||
| Q1 25 | 7.16× | 0.78× | ||
| Q4 24 | 6.48× | 1.40× | ||
| Q3 24 | 6.78× | 2.94× | ||
| Q2 24 | 6.74× | 7.45× | ||
| Q1 24 | 7.84× | 33.92× |
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 | $107.0M | $263.9M |
| 自由现金流经营现金流 - 资本支出 | $99.3M | $260.3M |
| 自由现金流率自由现金流/营收 | 15.3% | 31.9% |
| 资本支出强度资本支出/营收 | 1.2% | 0.4% |
| 现金转化率经营现金流/净利润 | 1.66× | 1.13× |
| 过去12个月自由现金流最近4个季度 | $278.9M | $699.5M |
8季度趋势，按日历期对齐
经营现金流GFFUI
| Q4 25 | $107.0M | $263.9M | ||
| Q3 25 | $75.0M | $198.5M | ||
| Q2 25 | $123.1M | $130.4M | ||
| Q1 25 | $16.5M | $123.6M | ||
| Q4 24 | $142.9M | $152.4M | ||
| Q3 24 | $72.1M | $233.7M | ||
| Q2 24 | $122.1M | $231.4M | ||
| Q1 24 | $39.8M | $163.9M |
自由现金流GFFUI
| Q4 25 | $99.3M | $260.3M | ||
| Q3 25 | $62.4M | $193.3M | ||
| Q2 25 | $114.4M | $125.2M | ||
| Q1 25 | $2.8M | $120.7M | ||
| Q4 24 | $125.5M | $150.4M | ||
| Q3 24 | $51.6M | $231.1M | ||
| Q2 24 | $107.5M | $229.5M | ||
| Q1 24 | $20.8M | $160.6M |
自由现金流率GFFUI
| Q4 25 | 15.3% | 31.9% | ||
| Q3 25 | 9.4% | 26.3% | ||
| Q2 25 | 18.6% | 16.5% | ||
| Q1 25 | 0.5% | 18.2% | ||
| Q4 24 | 19.8% | 25.1% | ||
| Q3 24 | 7.8% | 42.0% | ||
| Q2 24 | 16.6% | 45.2% | ||
| Q1 24 | 3.1% | 32.6% |
资本支出强度GFFUI
| Q4 25 | 1.2% | 0.4% | ||
| Q3 25 | 1.9% | 0.7% | ||
| Q2 25 | 1.4% | 0.7% | ||
| Q1 25 | 2.2% | 0.4% | ||
| Q4 24 | 2.8% | 0.3% | ||
| Q3 24 | 3.1% | 0.5% | ||
| Q2 24 | 2.2% | 0.4% | ||
| Q1 24 | 2.8% | 0.7% |
现金转化率GFFUI
| Q4 25 | 1.66× | 1.13× | ||
| Q3 25 | 1.72× | 0.95× | ||
| Q2 25 | — | 0.49× | ||
| Q1 25 | 0.29× | 0.68× | ||
| Q4 24 | 2.02× | 1.11× | ||
| Q3 24 | 1.15× | 1.83× | ||
| Q2 24 | 2.97× | 2.23× | ||
| Q1 24 | 0.62× | 2.15× |
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
GFF
| Consumer And Professional Products | $241.1M | 37% |
| Residential Repairand Remodel | $202.1M | 31% |
| International Excluding North America | $97.8M | 15% |
| Retail | $47.3M | 7% |
| Residential New Construction | $32.5M | 5% |
| Other | $14.2M | 2% |
| Industrial | $14.1M | 2% |
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
