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Inspire Medical Systems, Inc.（INSP）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
Inspire Medical Systems, Inc.的季度营收约是GIBRALTAR INDUSTRIES, INC.的1.2倍（$269.1M vs $225.0M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs 12.2%），Inspire Medical Systems, Inc.自由现金流更多（$41.8M vs $26.2M），过去两年Inspire Medical Systems, Inc.的营收复合增速更高（28.1% vs -12.3%）
Inspire Medical Systems是一家专注于阻塞性睡眠呼吸暂停治疗的医疗科技企业，研发、生产并销售植入式神经刺激设备，面向无法耐受持续气道正压通气治疗的患者，核心市场覆盖北美、欧洲及部分亚太地区，服务睡眠医学、耳鼻喉科等临床领域。
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。
INSP vs ROCK — 直观对比
营收规模更大
INSP
是对方的1.2倍
$225.0M
营收增速更快
ROCK
高出12.7%
12.2%
自由现金流更多
INSP
多$15.6M
$26.2M
两年增速更快
INSP
近两年复合增速
-12.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $269.1M | $225.0M |
| 净利润 | $136.1M | — |
| 毛利率 | 86.6% | 25.3% |
| 营业利润率 | 17.1% | 7.9% |
| 净利率 | 50.6% | — |
| 营收同比 | 12.2% | 24.9% |
| 净利润同比 | 286.4% | — |
| 每股收益（稀释后） | $4.57 | — |
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INSPROCK
| Q4 25 | $269.1M | $225.0M | ||
| Q3 25 | $224.5M | $310.9M | ||
| Q2 25 | $217.1M | $309.5M | ||
| Q1 25 | $201.3M | $290.0M | ||
| Q4 24 | $239.7M | $180.1M | ||
| Q3 24 | $203.2M | $277.1M | ||
| Q2 24 | $195.9M | $273.6M | ||
| Q1 24 | $164.0M | $292.5M |
净利润INSPROCK
| Q4 25 | $136.1M | — | ||
| Q3 25 | $9.9M | $-89.1M | ||
| Q2 25 | $-3.6M | $26.0M | ||
| Q1 25 | $3.0M | $21.1M | ||
| Q4 24 | $35.2M | — | ||
| Q3 24 | $18.5M | $34.0M | ||
| Q2 24 | $9.8M | $32.2M | ||
| Q1 24 | $-10.0M | $24.9M |
毛利率INSPROCK
| Q4 25 | 86.6% | 25.3% | ||
| Q3 25 | 85.8% | 26.6% | ||
| Q2 25 | 84.0% | 28.4% | ||
| Q1 25 | 84.7% | 26.8% | ||
| Q4 24 | 85.0% | 29.0% | ||
| Q3 24 | 84.1% | 29.4% | ||
| Q2 24 | 84.8% | 30.5% | ||
| Q1 24 | 84.9% | 28.9% |
营业利润率INSPROCK
| Q4 25 | 17.1% | 7.9% | ||
| Q3 25 | 4.3% | 12.8% | ||
| Q2 25 | -1.5% | 12.8% | ||
| Q1 25 | -0.7% | 8.8% | ||
| Q4 24 | 13.3% | 13.3% | ||
| Q3 24 | 7.0% | 15.6% | ||
| Q2 24 | 2.6% | 14.9% | ||
| Q1 24 | -9.3% | 10.8% |
净利率INSPROCK
| Q4 25 | 50.6% | — | ||
| Q3 25 | 4.4% | -28.6% | ||
| Q2 25 | -1.7% | 8.4% | ||
| Q1 25 | 1.5% | 7.3% | ||
| Q4 24 | 14.7% | — | ||
| Q3 24 | 9.1% | 12.3% | ||
| Q2 24 | 5.0% | 11.8% | ||
| Q1 24 | -6.1% | 8.5% |
每股收益（稀释后）INSPROCK
| Q4 25 | $4.57 | — | ||
| Q3 25 | $0.34 | $-2.98 | ||
| Q2 25 | $-0.12 | $0.87 | ||
| Q1 25 | $0.10 | — | ||
| Q4 24 | $1.17 | — | ||
| Q3 24 | $0.60 | $1.11 | ||
| Q2 24 | $0.32 | $1.05 | ||
| Q1 24 | $-0.34 | — |
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 | $308.3M | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $781.2M | $950.4M |
| 总资产 | $907.3M | $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INSPROCK
| Q4 25 | $308.3M | $115.7M | ||
| Q3 25 | $322.6M | $89.4M | ||
| Q2 25 | $300.9M | $43.3M | ||
| Q1 25 | $369.2M | $25.1M | ||
| Q4 24 | $445.5M | $269.5M | ||
| Q3 24 | $411.0M | $228.9M | ||
| Q2 24 | $439.7M | $179.1M | ||
| Q1 24 | $441.4M | $146.7M |
总债务INSPROCK
| 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INSPROCK
| Q4 25 | $781.2M | $950.4M | ||
| Q3 25 | $666.5M | $951.8M | ||
| Q2 25 | $677.8M | $1.0B | ||
| Q1 25 | $635.7M | $1.0B | ||
| Q4 24 | $689.7M | $1.0B | ||
| Q3 24 | $696.6M | $1.0B | ||
| Q2 24 | $638.1M | $975.7M | ||
| Q1 24 | $589.0M | $940.2M |
总资产INSPROCK
| Q4 25 | $907.3M | $1.4B | ||
| Q3 25 | $807.7M | $1.4B | ||
| Q2 25 | $802.2M | $1.5B | ||
| Q1 25 | $730.8M | $1.4B | ||
| Q4 24 | $808.4M | $1.4B | ||
| Q3 24 | $796.2M | $1.4B | ||
| Q2 24 | $728.4M | $1.4B | ||
| Q1 24 | $685.8M | $1.3B |
负债/权益比INSPROCK
| 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 | $52.5M | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $41.8M | $26.2M |
| 自由现金流率自由现金流/营收 | 15.5% | 11.7% |
| 资本支出强度资本支出/营收 | 4.0% | 4.1% |
| 现金转化率经营现金流/净利润 | 0.39× | — |
| 过去12个月自由现金流最近4个季度 | $78.5M | $120.6M |
8季度趋势，按日历期对齐
经营现金流INSPROCK
| Q4 25 | $52.5M | $35.5M | ||
| Q3 25 | $68.5M | $73.0M | ||
| Q2 25 | $2.7M | $44.9M | ||
| Q1 25 | $-6.7M | $13.7M | ||
| Q4 24 | $69.2M | $19.9M | ||
| Q3 24 | $52.3M | $64.7M | ||
| Q2 24 | $-78.0K | $36.5M | ||
| Q1 24 | $8.9M | $53.2M |
自由现金流INSPROCK
| Q4 25 | $41.8M | $26.2M | ||
| Q3 25 | $58.1M | $64.8M | ||
| Q2 25 | $-6.3M | $27.3M | ||
| Q1 25 | $-15.1M | $2.3M | ||
| Q4 24 | $62.2M | $14.1M | ||
| Q3 24 | $44.3M | $60.5M | ||
| Q2 24 | $-12.5M | $33.5M | ||
| Q1 24 | $-2.8M | $48.8M |
自由现金流率INSPROCK
| Q4 25 | 15.5% | 11.7% | ||
| Q3 25 | 25.9% | 20.8% | ||
| Q2 25 | -2.9% | 8.8% | ||
| Q1 25 | -7.5% | 0.8% | ||
| Q4 24 | 25.9% | 7.8% | ||
| Q3 24 | 21.8% | 21.8% | ||
| Q2 24 | -6.4% | 12.2% | ||
| Q1 24 | -1.7% | 16.7% |
资本支出强度INSPROCK
| Q4 25 | 4.0% | 4.1% | ||
| Q3 25 | 4.6% | 2.6% | ||
| Q2 25 | 4.1% | 5.7% | ||
| Q1 25 | 4.2% | 3.9% | ||
| Q4 24 | 2.9% | 3.3% | ||
| Q3 24 | 3.9% | 1.5% | ||
| Q2 24 | 6.3% | 1.1% | ||
| Q1 24 | 7.1% | 1.5% |
现金转化率INSPROCK
| Q4 25 | 0.39× | — | ||
| Q3 25 | 6.90× | — | ||
| Q2 25 | — | 1.73× | ||
| Q1 25 | -2.24× | 0.65× | ||
| Q4 24 | 1.96× | — | ||
| Q3 24 | 2.83× | 1.90× | ||
| Q2 24 | -0.01× | 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
INSP
暂无分部数据
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
