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HAEMONETICS CORP（HAE）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
HAEMONETICS CORP的季度营收约是GIBRALTAR INDUSTRIES, INC.的1.5倍（$339.0M vs $225.0M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs -2.7%），HAEMONETICS CORP自由现金流更多（$87.2M vs $26.2M），过去两年HAEMONETICS CORP的营收复合增速更高（0.4% vs -12.3%）
豪洛捷（Haemonetics）是全球血液与血浆供应及服务提供商，于20世纪70年代由艾伦·（杰克）·莱瑟姆博士在马萨诸塞州内蒂克创立，业务围绕血液相关产品及配套服务展开，为全球医疗领域提供血液管理相关的专业解决方案。
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。
HAE vs ROCK — 直观对比
营收规模更大
HAE
是对方的1.5倍
$225.0M
营收增速更快
ROCK
高出27.7%
-2.7%
自由现金流更多
HAE
多$61.0M
$26.2M
两年增速更快
HAE
近两年复合增速
-12.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $339.0M | $225.0M |
| 净利润 | $44.7M | — |
| 毛利率 | 59.7% | 25.3% |
| 营业利润率 | 19.9% | 7.9% |
| 净利率 | 13.2% | — |
| 营收同比 | -2.7% | 24.9% |
| 净利润同比 | 19.3% | — |
| 每股收益（稀释后） | $0.95 | — |
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HAEROCK
| Q4 25 | $339.0M | $225.0M | ||
| Q3 25 | $327.3M | $310.9M | ||
| Q2 25 | $321.4M | $309.5M | ||
| Q1 25 | $330.6M | $290.0M | ||
| Q4 24 | $348.5M | $180.1M | ||
| Q3 24 | $345.5M | $277.1M | ||
| Q2 24 | $336.2M | $273.6M | ||
| Q1 24 | — | $292.5M |
净利润HAEROCK
| Q4 25 | $44.7M | — | ||
| Q3 25 | $38.7M | $-89.1M | ||
| Q2 25 | $34.0M | $26.0M | ||
| Q1 25 | $58.0M | $21.1M | ||
| Q4 24 | $37.5M | — | ||
| Q3 24 | $33.8M | $34.0M | ||
| Q2 24 | $38.4M | $32.2M | ||
| Q1 24 | — | $24.9M |
毛利率HAEROCK
| Q4 25 | 59.7% | 25.3% | ||
| Q3 25 | 59.5% | 26.6% | ||
| Q2 25 | 59.8% | 28.4% | ||
| Q1 25 | 58.4% | 26.8% | ||
| Q4 24 | 55.5% | 29.0% | ||
| Q3 24 | 54.2% | 29.4% | ||
| Q2 24 | 52.0% | 30.5% | ||
| Q1 24 | — | 28.9% |
营业利润率HAEROCK
| Q4 25 | 19.9% | 7.9% | ||
| Q3 25 | 17.9% | 12.8% | ||
| Q2 25 | 16.8% | 12.8% | ||
| Q1 25 | 21.6% | 8.8% | ||
| Q4 24 | 16.9% | 13.3% | ||
| Q3 24 | 15.0% | 15.6% | ||
| Q2 24 | 11.8% | 14.9% | ||
| Q1 24 | — | 10.8% |
净利率HAEROCK
| Q4 25 | 13.2% | — | ||
| Q3 25 | 11.8% | -28.6% | ||
| Q2 25 | 10.6% | 8.4% | ||
| Q1 25 | 17.5% | 7.3% | ||
| Q4 24 | 10.8% | — | ||
| Q3 24 | 9.8% | 12.3% | ||
| Q2 24 | 11.4% | 11.8% | ||
| Q1 24 | — | 8.5% |
每股收益（稀释后）HAEROCK
| Q4 25 | $0.95 | — | ||
| Q3 25 | $0.81 | $-2.98 | ||
| Q2 25 | $0.70 | $0.87 | ||
| Q1 25 | $1.17 | — | ||
| Q4 24 | $0.74 | — | ||
| Q3 24 | $0.66 | $1.11 | ||
| Q2 24 | $0.74 | $1.05 | ||
| Q1 24 | — | — |
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 | $363.4M | $115.7M |
| 总债务越低越好 | $1.2B | $0 |
| 股东权益账面价值 | $911.5M | $950.4M |
| 总资产 | $2.5B | $1.4B |
| 负债/权益比越低杠杆越低 | 1.34× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资HAEROCK
| Q4 25 | $363.4M | $115.7M | ||
| Q3 25 | $296.4M | $89.4M | ||
| Q2 25 | $292.9M | $43.3M | ||
| Q1 25 | $306.8M | $25.1M | ||
| Q4 24 | $320.8M | $269.5M | ||
| Q3 24 | $299.3M | $228.9M | ||
| Q2 24 | $344.4M | $179.1M | ||
| Q1 24 | — | $146.7M |
总债务HAEROCK
| Q4 25 | $1.2B | $0 | ||
| Q3 25 | $1.2B | $0 | ||
| Q2 25 | $1.2B | $0 | ||
| Q1 25 | $1.2B | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | $0 |
股东权益HAEROCK
| Q4 25 | $911.5M | $950.4M | ||
| Q3 25 | $849.2M | $951.8M | ||
| Q2 25 | $882.3M | $1.0B | ||
| Q1 25 | $820.8M | $1.0B | ||
| Q4 24 | $906.9M | $1.0B | ||
| Q3 24 | $878.9M | $1.0B | ||
| Q2 24 | $905.4M | $975.7M | ||
| Q1 24 | — | $940.2M |
总资产HAEROCK
| Q4 25 | $2.5B | $1.4B | ||
| Q3 25 | $2.4B | $1.4B | ||
| Q2 25 | $2.5B | $1.5B | ||
| Q1 25 | $2.5B | $1.4B | ||
| Q4 24 | $2.5B | $1.4B | ||
| Q3 24 | $2.5B | $1.4B | ||
| Q2 24 | $2.5B | $1.4B | ||
| Q1 24 | — | $1.3B |
负债/权益比HAEROCK
| Q4 25 | 1.34× | 0.00× | ||
| Q3 25 | 1.44× | 0.00× | ||
| Q2 25 | 1.39× | 0.00× | ||
| Q1 25 | 1.49× | 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 | $93.6M | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $87.2M | $26.2M |
| 自由现金流率自由现金流/营收 | 25.7% | 11.7% |
| 资本支出强度资本支出/营收 | 1.9% | 4.1% |
| 现金转化率经营现金流/净利润 | 2.09× | — |
| 过去12个月自由现金流最近4个季度 | $308.1M | $120.6M |
8季度趋势，按日历期对齐
经营现金流HAEROCK
| Q4 25 | $93.6M | $35.5M | ||
| Q3 25 | $111.3M | $73.0M | ||
| Q2 25 | $17.4M | $44.9M | ||
| Q1 25 | $116.6M | $13.7M | ||
| Q4 24 | $43.8M | $19.9M | ||
| Q3 24 | $48.8M | $64.7M | ||
| Q2 24 | $-27.4M | $36.5M | ||
| Q1 24 | — | $53.2M |
自由现金流HAEROCK
| Q4 25 | $87.2M | $26.2M | ||
| Q3 25 | $106.3M | $64.8M | ||
| Q2 25 | $13.6M | $27.3M | ||
| Q1 25 | $100.9M | $2.3M | ||
| Q4 24 | $35.2M | $14.1M | ||
| Q3 24 | $39.4M | $60.5M | ||
| Q2 24 | $-33.1M | $33.5M | ||
| Q1 24 | — | $48.8M |
自由现金流率HAEROCK
| Q4 25 | 25.7% | 11.7% | ||
| Q3 25 | 32.5% | 20.8% | ||
| Q2 25 | 4.2% | 8.8% | ||
| Q1 25 | 30.5% | 0.8% | ||
| Q4 24 | 10.1% | 7.8% | ||
| Q3 24 | 11.4% | 21.8% | ||
| Q2 24 | -9.8% | 12.2% | ||
| Q1 24 | — | 16.7% |
资本支出强度HAEROCK
| Q4 25 | 1.9% | 4.1% | ||
| Q3 25 | 1.5% | 2.6% | ||
| Q2 25 | 1.2% | 5.7% | ||
| Q1 25 | 4.7% | 3.9% | ||
| Q4 24 | 2.5% | 3.3% | ||
| Q3 24 | 2.7% | 1.5% | ||
| Q2 24 | 1.7% | 1.1% | ||
| Q1 24 | — | 1.5% |
现金转化率HAEROCK
| Q4 25 | 2.09× | — | ||
| Q3 25 | 2.88× | — | ||
| Q2 25 | 0.51× | 1.73× | ||
| Q1 25 | 2.01× | 0.65× | ||
| Q4 24 | 1.17× | — | ||
| Q3 24 | 1.44× | 1.90× | ||
| Q2 24 | -0.71× | 1.13× | ||
| Q1 24 | — | 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
HAE
| Hospital | $143.5M | 42% |
| Plasma Productsand Services | $138.9M | 41% |
| Blood Center Productsand Services | $56.6M | 17% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
