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骏利亨德森（JBI）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
GIBRALTAR INDUSTRIES, INC.的季度营收约是骏利亨德森的1.0倍（$225.0M vs $219.3M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs -4.7%），GIBRALTAR INDUSTRIES, INC.自由现金流更多（$26.2M vs $8.3M），过去两年骏利亨德森的营收复合增速更高（-8.8% vs -12.3%）
骏利亨德森是一家英美合资的全球资产管理集团，总部位于英国伦敦市。旗下以骏利亨德森投资者为品牌，面向全球个人投资者、中介顾问及机构投资者提供丰富多样的金融产品。
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。
JBI vs ROCK — 直观对比
营收规模更大
ROCK
是对方的1.0倍
$219.3M
营收增速更快
ROCK
高出29.6%
-4.7%
自由现金流更多
ROCK
多$17.9M
$8.3M
两年增速更快
JBI
近两年复合增速
-12.3%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.3M | $225.0M |
| 净利润 | $15.2M | — |
| 毛利率 | 39.1% | 25.3% |
| 营业利润率 | 13.4% | 7.9% |
| 净利率 | 6.9% | — |
| 营收同比 | -4.7% | 24.9% |
| 净利润同比 | 28.8% | — |
| 每股收益（稀释后） | $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JBIROCK
| Q4 25 | — | $225.0M | ||
| Q3 25 | $219.3M | $310.9M | ||
| Q2 25 | $228.1M | $309.5M | ||
| Q1 25 | $210.5M | $290.0M | ||
| Q4 24 | $230.8M | $180.1M | ||
| Q3 24 | $230.1M | $277.1M | ||
| Q2 24 | $248.4M | $273.6M | ||
| Q1 24 | $254.5M | $292.5M |
净利润JBIROCK
| Q4 25 | — | — | ||
| Q3 25 | $15.2M | $-89.1M | ||
| Q2 25 | $20.7M | $26.0M | ||
| Q1 25 | $10.8M | $21.1M | ||
| Q4 24 | $300.0K | — | ||
| Q3 24 | $11.8M | $34.0M | ||
| Q2 24 | $27.6M | $32.2M | ||
| Q1 24 | $30.7M | $24.9M |
毛利率JBIROCK
| Q4 25 | — | 25.3% | ||
| Q3 25 | 39.1% | 26.6% | ||
| Q2 25 | 40.9% | 28.4% | ||
| Q1 25 | 38.9% | 26.8% | ||
| Q4 24 | 37.8% | 29.0% | ||
| Q3 24 | 39.6% | 29.4% | ||
| Q2 24 | 43.9% | 30.5% | ||
| Q1 24 | 43.4% | 28.9% |
营业利润率JBIROCK
| Q4 25 | — | 7.9% | ||
| Q3 25 | 13.4% | 12.8% | ||
| Q2 25 | 15.8% | 12.8% | ||
| Q1 25 | 12.0% | 8.8% | ||
| Q4 24 | 5.5% | 13.3% | ||
| Q3 24 | 11.6% | 15.6% | ||
| Q2 24 | 20.8% | 14.9% | ||
| Q1 24 | 21.8% | 10.8% |
净利率JBIROCK
| Q4 25 | — | — | ||
| Q3 25 | 6.9% | -28.6% | ||
| Q2 25 | 9.1% | 8.4% | ||
| Q1 25 | 5.1% | 7.3% | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 5.1% | 12.3% | ||
| Q2 24 | 11.1% | 11.8% | ||
| Q1 24 | 12.1% | 8.5% |
每股收益（稀释后）JBIROCK
| Q4 25 | — | — | ||
| Q3 25 | $0.11 | $-2.98 | ||
| Q2 25 | $0.15 | $0.87 | ||
| Q1 25 | $0.08 | — | ||
| Q4 24 | $0.01 | — | ||
| Q3 24 | $0.08 | $1.11 | ||
| Q2 24 | $0.19 | $1.05 | ||
| Q1 24 | $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 | — | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $560.8M | $950.4M |
| 总资产 | $1.3B | $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JBIROCK
| Q4 25 | — | $115.7M | ||
| Q3 25 | — | $89.4M | ||
| Q2 25 | — | $43.3M | ||
| Q1 25 | — | $25.1M | ||
| Q4 24 | — | $269.5M | ||
| Q3 24 | $102.1M | $228.9M | ||
| Q2 24 | $110.1M | $179.1M | ||
| Q1 24 | — | $146.7M |
总债务JBIROCK
| 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JBIROCK
| Q4 25 | — | $950.4M | ||
| Q3 25 | $560.8M | $951.8M | ||
| Q2 25 | $543.8M | $1.0B | ||
| Q1 25 | $526.8M | $1.0B | ||
| Q4 24 | $518.8M | $1.0B | ||
| Q3 24 | $526.6M | $1.0B | ||
| Q2 24 | $556.3M | $975.7M | ||
| Q1 24 | $535.4M | $940.2M |
总资产JBIROCK
| Q4 25 | — | $1.4B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.3B | $1.4B | ||
| Q3 24 | $1.3B | $1.4B | ||
| Q2 24 | $1.3B | $1.4B | ||
| Q1 24 | $1.4B | $1.3B |
负债/权益比JBIROCK
| 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 | $15.0M | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $8.3M | $26.2M |
| 自由现金流率自由现金流/营收 | 3.8% | 11.7% |
| 资本支出强度资本支出/营收 | 3.1% | 4.1% |
| 现金转化率经营现金流/净利润 | 0.99× | — |
| 过去12个月自由现金流最近4个季度 | $140.1M | $120.6M |
8季度趋势，按日历期对齐
经营现金流JBIROCK
| Q4 25 | — | $35.5M | ||
| Q3 25 | $15.0M | $73.0M | ||
| Q2 25 | $51.4M | $44.9M | ||
| Q1 25 | $48.3M | $13.7M | ||
| Q4 24 | $51.4M | $19.9M | ||
| Q3 24 | $43.0M | $64.7M | ||
| Q2 24 | $31.0M | $36.5M | ||
| Q1 24 | $28.6M | $53.2M |
自由现金流JBIROCK
| Q4 25 | — | $26.2M | ||
| Q3 25 | $8.3M | $64.8M | ||
| Q2 25 | $44.6M | $27.3M | ||
| Q1 25 | $41.9M | $2.3M | ||
| Q4 24 | $45.3M | $14.1M | ||
| Q3 24 | $39.3M | $60.5M | ||
| Q2 24 | $25.3M | $33.5M | ||
| Q1 24 | $24.0M | $48.8M |
自由现金流率JBIROCK
| Q4 25 | — | 11.7% | ||
| Q3 25 | 3.8% | 20.8% | ||
| Q2 25 | 19.6% | 8.8% | ||
| Q1 25 | 19.9% | 0.8% | ||
| Q4 24 | 19.6% | 7.8% | ||
| Q3 24 | 17.1% | 21.8% | ||
| Q2 24 | 10.2% | 12.2% | ||
| Q1 24 | 9.4% | 16.7% |
资本支出强度JBIROCK
| Q4 25 | — | 4.1% | ||
| Q3 25 | 3.1% | 2.6% | ||
| Q2 25 | 3.0% | 5.7% | ||
| Q1 25 | 3.0% | 3.9% | ||
| Q4 24 | 2.6% | 3.3% | ||
| Q3 24 | 1.6% | 1.5% | ||
| Q2 24 | 2.3% | 1.1% | ||
| Q1 24 | 1.8% | 1.5% |
现金转化率JBIROCK
| Q4 25 | — | — | ||
| Q3 25 | 0.99× | — | ||
| Q2 25 | 2.48× | 1.73× | ||
| Q1 25 | 4.47× | 0.65× | ||
| Q4 24 | 171.33× | — | ||
| Q3 24 | 3.64× | 1.90× | ||
| Q2 24 | 1.12× | 1.13× | ||
| Q1 24 | 0.93× | 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
JBI
| Self Storage New Construction | $72.3M | 33% |
| Commercial And Others | $65.5M | 30% |
| Self Storage R3 | $54.0M | 25% |
| Transferred At Point In Time | $15.5M | 7% |
| Transferred Over Time | $12.8M | 6% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
