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艺达思集团（IEX）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
艺达思集团的季度营收约是GIBRALTAR INDUSTRIES, INC.的1.8倍（$398.4M vs $225.0M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs 16.7%），艺达思集团自由现金流更多（$86.0M vs $26.2M），过去两年GIBRALTAR INDUSTRIES, INC.的营收复合增速更高（-12.3% vs -29.4%）
艺达思集团是一家公开上市的工业制造企业，专注于流体系统与特种工程产品的研发和生产，产品广泛应用于工业制造、生命科学、食品安全等多个领域，可为全球各行业客户提供高性能定制化解决方案。
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。
IEX vs ROCK — 直观对比
营收规模更大
IEX
是对方的1.8倍
$225.0M
营收增速更快
ROCK
高出8.3%
16.7%
自由现金流更多
IEX
多$59.8M
$26.2M
两年增速更快
ROCK
近两年复合增速
-29.4%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $398.4M | $225.0M |
| 净利润 | $120.0M | — |
| 毛利率 | 99.9% | 25.3% |
| 营业利润率 | 43.3% | 7.9% |
| 净利率 | 30.1% | — |
| 营收同比 | 16.7% | 24.9% |
| 净利润同比 | 25.7% | — |
| 每股收益（稀释后） | $1.61 | — |
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IEXROCK
| Q2 26 | $398.4M | — | ||
| Q1 26 | $407.7M | — | ||
| Q4 25 | $899.1M | $225.0M | ||
| Q3 25 | $878.7M | $310.9M | ||
| Q2 25 | $865.4M | $309.5M | ||
| Q1 25 | $814.3M | $290.0M | ||
| Q4 24 | $862.9M | $180.1M | ||
| Q3 24 | $798.2M | $277.1M |
净利润IEXROCK
| Q2 26 | $120.0M | — | ||
| Q1 26 | $128.3M | — | ||
| Q4 25 | $128.3M | — | ||
| Q3 25 | $127.8M | $-89.1M | ||
| Q2 25 | $131.6M | $26.0M | ||
| Q1 25 | $95.5M | $21.1M | ||
| Q4 24 | $123.2M | — | ||
| Q3 24 | $119.1M | $34.0M |
毛利率IEXROCK
| Q2 26 | 99.9% | — | ||
| Q1 26 | 94.9% | — | ||
| Q4 25 | 43.1% | 25.3% | ||
| Q3 25 | 44.5% | 26.6% | ||
| Q2 25 | 45.3% | 28.4% | ||
| Q1 25 | 45.3% | 26.8% | ||
| Q4 24 | 42.5% | 29.0% | ||
| Q3 24 | 44.3% | 29.4% |
营业利润率IEXROCK
| Q2 26 | 43.3% | — | ||
| Q1 26 | 45.0% | — | ||
| Q4 25 | 20.4% | 7.9% | ||
| Q3 25 | 21.1% | 12.8% | ||
| Q2 25 | 21.7% | 12.8% | ||
| Q1 25 | 17.4% | 8.8% | ||
| Q4 24 | 19.2% | 13.3% | ||
| Q3 24 | 21.0% | 15.6% |
净利率IEXROCK
| Q2 26 | 30.1% | — | ||
| Q1 26 | 31.5% | — | ||
| Q4 25 | 14.3% | — | ||
| Q3 25 | 14.5% | -28.6% | ||
| Q2 25 | 15.2% | 8.4% | ||
| Q1 25 | 11.7% | 7.3% | ||
| Q4 24 | 14.3% | — | ||
| Q3 24 | 14.9% | 12.3% |
每股收益（稀释后）IEXROCK
| Q2 26 | $1.61 | — | ||
| Q1 26 | $1.71 | — | ||
| Q4 25 | $1.71 | — | ||
| Q3 25 | $1.70 | $-2.98 | ||
| Q2 25 | $1.74 | $0.87 | ||
| Q1 25 | $1.26 | — | ||
| Q4 24 | $1.61 | — | ||
| Q3 24 | $1.57 | $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 | $586.2M | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $4.0B | $950.4M |
| 总资产 | $6.9B | $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IEXROCK
| Q2 26 | $586.2M | — | ||
| Q1 26 | $580.0M | — | ||
| Q4 25 | $580.0M | $115.7M | ||
| Q3 25 | $593.8M | $89.4M | ||
| Q2 25 | $568.2M | $43.3M | ||
| Q1 25 | $594.1M | $25.1M | ||
| Q4 24 | $620.8M | $269.5M | ||
| Q3 24 | $633.2M | $228.9M |
总债务IEXROCK
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $0 | ||
| Q3 25 | $1.9B | $0 | ||
| Q2 25 | $1.9B | $0 | ||
| Q1 25 | $2.0B | $0 | ||
| Q4 24 | $2.0B | $0 | ||
| Q3 24 | $2.1B | $0 |
股东权益IEXROCK
| Q2 26 | $4.0B | — | ||
| Q1 26 | $4.0B | — | ||
| Q4 25 | $4.0B | $950.4M | ||
| Q3 25 | $4.0B | $951.8M | ||
| Q2 25 | $4.0B | $1.0B | ||
| Q1 25 | $3.9B | $1.0B | ||
| Q4 24 | $3.8B | $1.0B | ||
| Q3 24 | $3.8B | $1.0B |
总资产IEXROCK
| Q2 26 | $6.9B | — | ||
| Q1 26 | $6.9B | — | ||
| Q4 25 | $6.9B | $1.4B | ||
| Q3 25 | $7.0B | $1.4B | ||
| Q2 25 | $6.9B | $1.5B | ||
| Q1 25 | $6.8B | $1.4B | ||
| Q4 24 | $6.7B | $1.4B | ||
| Q3 24 | $7.0B | $1.4B |
负债/权益比IEXROCK
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | 0.00× | ||
| Q3 25 | 0.48× | 0.00× | ||
| Q2 25 | 0.46× | 0.00× | ||
| Q1 25 | 0.50× | 0.00× | ||
| Q4 24 | 0.52× | 0.00× | ||
| Q3 24 | 0.55× | 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 | — | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $86.0M | $26.2M |
| 自由现金流率自由现金流/营收 | 21.6% | 11.7% |
| 资本支出强度资本支出/营收 | 4.4% | 4.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $654.3M | $120.6M |
8季度趋势，按日历期对齐
经营现金流IEXROCK
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $209.5M | $35.5M | ||
| Q3 25 | $203.5M | $73.0M | ||
| Q2 25 | $161.7M | $44.9M | ||
| Q1 25 | $105.7M | $13.7M | ||
| Q4 24 | $172.6M | $19.9M | ||
| Q3 24 | $205.3M | $64.7M |
自由现金流IEXROCK
| Q2 26 | $86.0M | — | ||
| Q1 26 | $189.8M | — | ||
| Q4 25 | $189.8M | $26.2M | ||
| Q3 25 | $188.7M | $64.8M | ||
| Q2 25 | $146.9M | $27.3M | ||
| Q1 25 | $91.4M | $2.3M | ||
| Q4 24 | $157.1M | $14.1M | ||
| Q3 24 | $191.6M | $60.5M |
自由现金流率IEXROCK
| Q2 26 | 21.6% | — | ||
| Q1 26 | 46.6% | — | ||
| Q4 25 | 21.1% | 11.7% | ||
| Q3 25 | 21.5% | 20.8% | ||
| Q2 25 | 17.0% | 8.8% | ||
| Q1 25 | 11.2% | 0.8% | ||
| Q4 24 | 18.2% | 7.8% | ||
| Q3 24 | 24.0% | 21.8% |
资本支出强度IEXROCK
| Q2 26 | 4.4% | — | ||
| Q1 26 | 15.6% | — | ||
| Q4 25 | 2.2% | 4.1% | ||
| Q3 25 | 1.7% | 2.6% | ||
| Q2 25 | 1.7% | 5.7% | ||
| Q1 25 | 1.8% | 3.9% | ||
| Q4 24 | 1.8% | 3.3% | ||
| Q3 24 | 1.7% | 1.5% |
现金转化率IEXROCK
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.59× | — | ||
| Q2 25 | 1.23× | 1.73× | ||
| Q1 25 | 1.11× | 0.65× | ||
| Q4 24 | 1.40× | — | ||
| Q3 24 | 1.72× | 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
IEX
暂无分部数据
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
