vs
传奇生物（LEGN）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
传奇生物的季度营收约是GIBRALTAR INDUSTRIES, INC.的1.2倍（$272.3M vs $225.0M），传奇生物同比增速更快（70.0% vs 24.9%），过去两年传奇生物的营收复合增速更高（92.7% vs -12.3%）
传奇生物是金斯瑞生物科技旗下专注于生物科技领域的企业，金斯瑞2002年由章方良、王烨、王鲁泉等人于新泽西共同创立，总部位于中国，主要提供生命科学研究相关的仪器与服务，2015年在港交所上市，现任轮值首席执行官为邵炜慧。
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。
LEGN vs ROCK — 直观对比
营收规模更大
LEGN
是对方的1.2倍
$225.0M
营收增速更快
LEGN
高出45.0%
24.9%
两年增速更快
LEGN
近两年复合增速
-12.3%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $272.3M | $225.0M |
| 净利润 | $-39.7M | — |
| 毛利率 | 58.4% | 25.3% |
| 营业利润率 | -16.0% | 7.9% |
| 净利率 | -14.6% | — |
| 营收同比 | 70.0% | 24.9% |
| 净利润同比 | 68.3% | — |
| 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LEGNROCK
| Q4 25 | — | $225.0M | ||
| Q3 25 | $272.3M | $310.9M | ||
| Q2 25 | $255.1M | $309.5M | ||
| Q1 25 | $195.1M | $290.0M | ||
| Q4 24 | — | $180.1M | ||
| Q3 24 | $160.2M | $277.1M | ||
| Q2 24 | $186.5M | $273.6M | ||
| Q1 24 | $94.0M | $292.5M |
净利润LEGNROCK
| Q4 25 | — | — | ||
| Q3 25 | $-39.7M | $-89.1M | ||
| Q2 25 | $-125.4M | $26.0M | ||
| Q1 25 | $-100.9M | $21.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | $-125.3M | $34.0M | ||
| Q2 24 | $-18.2M | $32.2M | ||
| Q1 24 | $-59.8M | $24.9M |
毛利率LEGNROCK
| Q4 25 | — | 25.3% | ||
| Q3 25 | 58.4% | 26.6% | ||
| Q2 25 | 62.8% | 28.4% | ||
| Q1 25 | 64.4% | 26.8% | ||
| Q4 24 | — | 29.0% | ||
| Q3 24 | 67.2% | 29.4% | ||
| Q2 24 | 75.7% | 30.5% | ||
| Q1 24 | 47.8% | 28.9% |
营业利润率LEGNROCK
| Q4 25 | — | 7.9% | ||
| Q3 25 | -16.0% | 12.8% | ||
| Q2 25 | — | 12.8% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | — | 13.3% | ||
| Q3 24 | -43.9% | 15.6% | ||
| Q2 24 | — | 14.9% | ||
| Q1 24 | — | 10.8% |
净利率LEGNROCK
| Q4 25 | — | — | ||
| Q3 25 | -14.6% | -28.6% | ||
| Q2 25 | -49.2% | 8.4% | ||
| Q1 25 | -51.7% | 7.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | -78.2% | 12.3% | ||
| Q2 24 | -9.8% | 11.8% | ||
| Q1 24 | -63.6% | 8.5% |
每股收益（稀释后）LEGNROCK
| Q4 25 | — | — | ||
| Q3 25 | $-0.11 | $-2.98 | ||
| Q2 25 | $-0.34 | $0.87 | ||
| Q1 25 | $-0.27 | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $-0.34 | $1.11 | ||
| Q2 24 | $-0.05 | $1.05 | ||
| Q1 24 | $-0.16 | — |
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 | $278.9M | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $1.0B | $950.4M |
| 总资产 | $1.7B | $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LEGNROCK
| Q4 25 | — | $115.7M | ||
| Q3 25 | $278.9M | $89.4M | ||
| Q2 25 | $266.6M | $43.3M | ||
| Q1 25 | $441.7M | $25.1M | ||
| Q4 24 | — | $269.5M | ||
| Q3 24 | $459.3M | $228.9M | ||
| Q2 24 | $201.3M | $179.1M | ||
| Q1 24 | $897.6M | $146.7M |
总债务LEGNROCK
| 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LEGNROCK
| Q4 25 | — | $950.4M | ||
| Q3 25 | $1.0B | $951.8M | ||
| Q2 25 | $1.0B | $1.0B | ||
| Q1 25 | $1.0B | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | $1.1B | $1.0B | ||
| Q2 24 | $1.2B | $975.7M | ||
| Q1 24 | $1.2B | $940.2M |
总资产LEGNROCK
| Q4 25 | — | $1.4B | ||
| Q3 25 | $1.7B | $1.4B | ||
| Q2 25 | $1.7B | $1.5B | ||
| Q1 25 | $1.6B | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | $1.7B | $1.4B | ||
| Q2 24 | $1.8B | $1.4B | ||
| Q1 24 | $1.8B | $1.3B |
负债/权益比LEGNROCK
| 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 | $28.8M | $35.5M |
| 自由现金流经营现金流 - 资本支出 | — | $26.2M |
| 自由现金流率自由现金流/营收 | — | 11.7% |
| 资本支出强度资本支出/营收 | — | 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 | — | $120.6M |
8季度趋势，按日历期对齐
经营现金流LEGNROCK
| Q4 25 | — | $35.5M | ||
| Q3 25 | $28.8M | $73.0M | ||
| Q2 25 | $-13.0M | $44.9M | ||
| Q1 25 | $-103.8M | $13.7M | ||
| Q4 24 | — | $19.9M | ||
| Q3 24 | $-75.8M | $64.7M | ||
| Q2 24 | $-1.7M | $36.5M | ||
| Q1 24 | $15.5M | $53.2M |
自由现金流LEGNROCK
| Q4 25 | — | $26.2M | ||
| Q3 25 | — | $64.8M | ||
| Q2 25 | — | $27.3M | ||
| Q1 25 | — | $2.3M | ||
| Q4 24 | — | $14.1M | ||
| Q3 24 | — | $60.5M | ||
| Q2 24 | — | $33.5M | ||
| Q1 24 | — | $48.8M |
自由现金流率LEGNROCK
| Q4 25 | — | 11.7% | ||
| Q3 25 | — | 20.8% | ||
| Q2 25 | — | 8.8% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 7.8% | ||
| Q3 24 | — | 21.8% | ||
| Q2 24 | — | 12.2% | ||
| Q1 24 | — | 16.7% |
资本支出强度LEGNROCK
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | 5.7% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 1.1% | ||
| Q1 24 | — | 1.5% |
现金转化率LEGNROCK
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.73× | ||
| Q1 25 | — | 0.65× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.90× | ||
| Q2 24 | — | 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
LEGN
| Goods Or Services Transferred At Point In Time | $261.8M | 96% |
| Goods Or Services Transferred Over Time | $10.5M | 4% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
