vs
null（JACK）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
null的季度营收约是GIBRALTAR INDUSTRIES, INC.的1.6倍（$349.5M vs $225.0M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs -25.5%），GIBRALTAR INDUSTRIES, INC.自由现金流更多（$26.2M vs $7.3M），过去两年GIBRALTAR INDUSTRIES, INC.的营收复合增速更高（-12.3% vs -18.6%）
杰克盒子是源自美国的连锁快餐品牌，1951年由罗伯特·O·彼得森在加利福尼亚州圣迭戈创立，总部也设于此。品牌目前拥有超过2200家门店，业务主要覆盖美国西海岸，在西海岸以外的多个大都市区域以及关岛也设有门店。2017年12月前该公司曾运营Qdoba墨西哥烧烤连锁品牌，后该品牌被阿波罗全球管理收购。
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。
JACK vs ROCK — 直观对比
营收规模更大
JACK
是对方的1.6倍
$225.0M
营收增速更快
ROCK
高出50.5%
-25.5%
自由现金流更多
ROCK
多$18.9M
$7.3M
两年增速更快
ROCK
近两年复合增速
-18.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $349.5M | $225.0M |
| 净利润 | $-2.5M | — |
| 毛利率 | — | 25.3% |
| 营业利润率 | 13.3% | 7.9% |
| 净利率 | -0.7% | — |
| 营收同比 | -25.5% | 24.9% |
| 净利润同比 | -107.3% | — |
| 每股收益（稀释后） | $-0.13 | — |
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JACKROCK
| Q1 26 | $349.5M | — | ||
| Q4 25 | — | $225.0M | ||
| Q3 25 | — | $310.9M | ||
| Q2 25 | $336.7M | $309.5M | ||
| Q1 25 | $371.1M | $290.0M | ||
| Q4 24 | — | $180.1M | ||
| Q3 24 | — | $277.1M | ||
| Q2 24 | $365.3M | $273.6M |
净利润JACKROCK
| Q1 26 | $-2.5M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $-89.1M | ||
| Q2 25 | $-142.2M | $26.0M | ||
| Q1 25 | $33.7M | $21.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $34.0M | ||
| Q2 24 | $25.0M | $32.2M |
毛利率JACKROCK
| Q1 26 | — | — | ||
| Q4 25 | — | 25.3% | ||
| Q3 25 | — | 26.6% | ||
| Q2 25 | — | 28.4% | ||
| Q1 25 | — | 26.8% | ||
| Q4 24 | — | 29.0% | ||
| Q3 24 | — | 29.4% | ||
| Q2 24 | — | 30.5% |
营业利润率JACKROCK
| Q1 26 | 13.3% | — | ||
| Q4 25 | — | 7.9% | ||
| Q3 25 | — | 12.8% | ||
| Q2 25 | -46.7% | 12.8% | ||
| Q1 25 | 19.0% | 8.8% | ||
| Q4 24 | — | 13.3% | ||
| Q3 24 | — | 15.6% | ||
| Q2 24 | 14.8% | 14.9% |
净利率JACKROCK
| Q1 26 | -0.7% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | -28.6% | ||
| Q2 25 | -42.2% | 8.4% | ||
| Q1 25 | 9.1% | 7.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | 6.8% | 11.8% |
每股收益（稀释后）JACKROCK
| Q1 26 | $-0.13 | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $-2.98 | ||
| Q2 25 | $-7.47 | $0.87 | ||
| Q1 25 | $1.75 | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.11 | ||
| Q2 24 | $1.26 | $1.05 |
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 | — | $115.7M |
| 总债务越低越好 | $1.6B | $0 |
| 股东权益账面价值 | $-936.0M | $950.4M |
| 总资产 | $2.0B | $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JACKROCK
| Q1 26 | — | — | ||
| Q4 25 | — | $115.7M | ||
| Q3 25 | — | $89.4M | ||
| Q2 25 | — | $43.3M | ||
| Q1 25 | — | $25.1M | ||
| Q4 24 | — | $269.5M | ||
| Q3 24 | — | $228.9M | ||
| Q2 24 | — | $179.1M |
总债务JACKROCK
| Q1 26 | $1.6B | — | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | $1.7B | $0 | ||
| Q1 25 | $1.7B | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | $1.7B | $0 |
股东权益JACKROCK
| Q1 26 | $-936.0M | — | ||
| Q4 25 | — | $950.4M | ||
| Q3 25 | — | $951.8M | ||
| Q2 25 | $-976.2M | $1.0B | ||
| Q1 25 | $-827.1M | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | $-702.6M | $975.7M |
总资产JACKROCK
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $2.6B | $1.5B | ||
| Q1 25 | $2.8B | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | $2.9B | $1.4B |
负债/权益比JACKROCK
| Q1 26 | — | — | ||
| 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× |
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 | $30.5M | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $7.3M | $26.2M |
| 自由现金流率自由现金流/营收 | 2.1% | 11.7% |
| 资本支出强度资本支出/营收 | 6.6% | 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 | $34.8M | $120.6M |
8季度趋势，按日历期对齐
经营现金流JACKROCK
| Q1 26 | $30.5M | — | ||
| Q4 25 | — | $35.5M | ||
| Q3 25 | — | $73.0M | ||
| Q2 25 | $-36.8M | $44.9M | ||
| Q1 25 | $105.7M | $13.7M | ||
| Q4 24 | — | $19.9M | ||
| Q3 24 | — | $64.7M | ||
| Q2 24 | $16.7M | $36.5M |
自由现金流JACKROCK
| Q1 26 | $7.3M | — | ||
| Q4 25 | — | $26.2M | ||
| Q3 25 | — | $64.8M | ||
| Q2 25 | $-63.2M | $27.3M | ||
| Q1 25 | $84.4M | $2.3M | ||
| Q4 24 | — | $14.1M | ||
| Q3 24 | — | $60.5M | ||
| Q2 24 | $6.4M | $33.5M |
自由现金流率JACKROCK
| Q1 26 | 2.1% | — | ||
| Q4 25 | — | 11.7% | ||
| Q3 25 | — | 20.8% | ||
| Q2 25 | -18.8% | 8.8% | ||
| Q1 25 | 22.7% | 0.8% | ||
| Q4 24 | — | 7.8% | ||
| Q3 24 | — | 21.8% | ||
| Q2 24 | 1.8% | 12.2% |
资本支出强度JACKROCK
| Q1 26 | 6.6% | — | ||
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | 7.9% | 5.7% | ||
| Q1 25 | 5.7% | 3.9% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | 2.8% | 1.1% |
现金转化率JACKROCK
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.73× | ||
| Q1 25 | 3.14× | 0.65× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.90× | ||
| Q2 24 | 0.67× | 1.13× |
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
JACK
| Restaurant Sales | $131.9M | 38% |
| Franchise | $97.4M | 28% |
| Royaltyand Other | $58.9M | 17% |
| Advertising | $56.6M | 16% |
| Technology Service | $4.7M | 1% |
| Franchise Fees | $1.7M | 0% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
