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GULF ISLAND FABRICATION INC（GIFI）与REDWOOD TRUST INC（RWT）财务数据对比。点击上方公司名可切换其他公司
GULF ISLAND FABRICATION INC的季度营收约是REDWOOD TRUST INC的2.0倍（$51.5M vs $25.9M），REDWOOD TRUST INC净利率更高（77.2% vs 3.0%，领先74.2%），GULF ISLAND FABRICATION INC同比增速更快（36.9% vs -6.1%），过去两年GULF ISLAND FABRICATION INC的营收复合增速更高（7.6% vs -41.0%）
海湾岛制造公司是一家面向能源领域的专业结构件与船舶美国制造商，在路易斯安那州和得克萨斯州共拥有七个建造厂区，碧臣是其合作伙伴，业务为能源行业定制各类配套特种结构件与海事船舶。
Redwood Trust Inc是总部位于美国的专业房地产投资信托公司，主营住宅与商业抵押贷款、抵押贷款支持证券及房地产信贷类资产的投资管理，核心业务覆盖住宅抵押贷款发放、商业地产信贷和投资服务，客户以机构投资者和房地产市场参与者为主。
GIFI vs RWT — 直观对比
营收规模更大
GIFI
是对方的2.0倍
$25.9M
营收增速更快
GIFI
高出43.0%
-6.1%
净利率更高
RWT
高出74.2%
3.0%
两年增速更快
GIFI
近两年复合增速
-41.0%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $51.5M | $25.9M |
| 净利润 | $1.6M | $20.0M |
| 毛利率 | 9.5% | — |
| 营业利润率 | 2.2% | — |
| 净利率 | 3.0% | 77.2% |
| 营收同比 | 36.9% | -6.1% |
| 净利润同比 | -32.7% | 402.6% |
| 每股收益（稀释后） | $0.10 | $0.11 |
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GIFIRWT
| Q4 25 | — | $25.9M | ||
| Q3 25 | $51.5M | $15.0M | ||
| Q2 25 | $37.5M | $13.8M | ||
| Q1 25 | $40.3M | $27.9M | ||
| Q4 24 | $37.4M | $27.6M | ||
| Q3 24 | $37.6M | $25.5M | ||
| Q2 24 | $41.3M | $67.4M | ||
| Q1 24 | $42.9M | $74.5M |
净利润GIFIRWT
| Q4 25 | — | $20.0M | ||
| Q3 25 | $1.6M | $-7.7M | ||
| Q2 25 | $-574.0K | $-98.5M | ||
| Q1 25 | $3.8M | $16.1M | ||
| Q4 24 | $4.3M | $-6.6M | ||
| Q3 24 | $2.3M | $14.8M | ||
| Q2 24 | $1.9M | $15.5M | ||
| Q1 24 | $6.2M | $30.3M |
毛利率GIFIRWT
| Q4 25 | — | — | ||
| Q3 25 | 9.5% | — | ||
| Q2 25 | 9.5% | — | ||
| Q1 25 | 16.4% | — | ||
| Q4 24 | 19.6% | — | ||
| Q3 24 | 12.4% | — | ||
| Q2 24 | 10.1% | — | ||
| Q1 24 | 14.3% | — |
营业利润率GIFIRWT
| Q4 25 | — | — | ||
| Q3 25 | 2.2% | -9.0% | ||
| Q2 25 | -2.9% | -679.0% | ||
| Q1 25 | 8.1% | 80.2% | ||
| Q4 24 | 9.7% | -1.3% | ||
| Q3 24 | 4.4% | 86.1% | ||
| Q2 24 | 3.1% | 30.3% | ||
| Q1 24 | 13.3% | 41.3% |
净利率GIFIRWT
| Q4 25 | — | 77.2% | ||
| Q3 25 | 3.0% | -51.4% | ||
| Q2 25 | -1.5% | -712.0% | ||
| Q1 25 | 9.5% | 57.8% | ||
| Q4 24 | 11.5% | -24.0% | ||
| Q3 24 | 6.2% | 58.1% | ||
| Q2 24 | 4.6% | 23.0% | ||
| Q1 24 | 14.6% | 40.6% |
每股收益（稀释后）GIFIRWT
| Q4 25 | — | $0.11 | ||
| Q3 25 | $0.10 | $-0.08 | ||
| Q2 25 | $-0.04 | $-0.76 | ||
| Q1 25 | $0.23 | $0.10 | ||
| Q4 24 | $0.26 | $-0.08 | ||
| Q3 24 | $0.14 | $0.09 | ||
| Q2 24 | $0.11 | $0.10 | ||
| Q1 24 | $0.37 | $0.21 |
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 | $23.2M | $255.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $94.3M | $982.6M |
| 总资产 | $146.7M | $23.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资GIFIRWT
| Q4 25 | — | $255.7M | ||
| Q3 25 | $23.2M | $226.3M | ||
| Q2 25 | $46.8M | $302.0M | ||
| Q1 25 | $28.6M | $259.9M | ||
| Q4 24 | $27.3M | $245.2M | ||
| Q3 24 | $21.3M | $253.7M | ||
| Q2 24 | $9.5M | $275.6M | ||
| Q1 24 | $32.5M | $275.4M |
总债务GIFIRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.7B |
股东权益GIFIRWT
| Q4 25 | — | $982.6M | ||
| Q3 25 | $94.3M | $999.0M | ||
| Q2 25 | $92.8M | $1.1B | ||
| Q1 25 | $96.7M | $1.2B | ||
| Q4 24 | $93.1M | $1.2B | ||
| Q3 24 | $88.8M | $1.2B | ||
| Q2 24 | $86.7M | $1.2B | ||
| Q1 24 | $85.4M | $1.2B |
总资产GIFIRWT
| Q4 25 | — | $23.7B | ||
| Q3 25 | $146.7M | $22.6B | ||
| Q2 25 | $134.3M | $21.3B | ||
| Q1 25 | $138.2M | $19.9B | ||
| Q4 24 | $133.2M | $18.3B | ||
| Q3 24 | $130.8M | $18.4B | ||
| Q2 24 | $133.3M | $16.5B | ||
| Q1 24 | $127.8M | $15.1B |
负债/权益比GIFIRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.39× |
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 | $2.9M | $-10.1B |
| 自由现金流经营现金流 - 资本支出 | $2.7M | — |
| 自由现金流率自由现金流/营收 | 5.2% | — |
| 资本支出强度资本支出/营收 | 0.4% | — |
| 现金转化率经营现金流/净利润 | 1.83× | -504.15× |
| 过去12个月自由现金流最近4个季度 | $8.6M | — |
8季度趋势，按日历期对齐
经营现金流GIFIRWT
| Q4 25 | — | $-10.1B | ||
| Q3 25 | $2.9M | $-2.7B | ||
| Q2 25 | $2.5M | $-2.1B | ||
| Q1 25 | $2.2M | $-2.0B | ||
| Q4 24 | $2.3M | $-5.9B | ||
| Q3 24 | $5.6M | $-2.1B | ||
| Q2 24 | $3.3M | $-2.0B | ||
| Q1 24 | $7.0M | $-954.2M |
自由现金流GIFIRWT
| Q4 25 | — | — | ||
| Q3 25 | $2.7M | — | ||
| Q2 25 | $2.2M | — | ||
| Q1 25 | $1.9M | — | ||
| Q4 24 | $1.8M | — | ||
| Q3 24 | $4.3M | — | ||
| Q2 24 | $2.3M | — | ||
| Q1 24 | $4.5M | — |
自由现金流率GIFIRWT
| Q4 25 | — | — | ||
| Q3 25 | 5.2% | — | ||
| Q2 25 | 5.9% | — | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 4.9% | — | ||
| Q3 24 | 11.5% | — | ||
| Q2 24 | 5.5% | — | ||
| Q1 24 | 10.4% | — |
资本支出强度GIFIRWT
| Q4 25 | — | — | ||
| Q3 25 | 0.4% | — | ||
| Q2 25 | 0.8% | — | ||
| Q1 25 | 0.8% | — | ||
| Q4 24 | 1.2% | — | ||
| Q3 24 | 3.5% | — | ||
| Q2 24 | 2.5% | — | ||
| Q1 24 | 6.0% | — |
现金转化率GIFIRWT
| Q4 25 | — | -504.15× | ||
| Q3 25 | 1.83× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.58× | -120.92× | ||
| Q4 24 | 0.54× | — | ||
| Q3 24 | 2.44× | -140.86× | ||
| Q2 24 | 1.74× | -126.56× | ||
| Q1 24 | 1.12× | -31.53× |
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
GIFI
| Fabrication Segment | $30.6M | 59% |
| Time And Materials And Cost Reimbursable | $19.8M | 38% |
| Other Basis Of Pricing | $1.0M | 2% |
RWT
暂无分部数据
