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LINDSAY CORP（LNN）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LINDSAY CORP的1.5倍（$225.0M vs $150.7M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs -6.1%），GIBRALTAR INDUSTRIES, INC.自由现金流更多（$26.2M vs $-15.1M），过去两年LINDSAY CORP的营收复合增速更高（1.3% vs -12.3%）
林赛公司总部位于美国内布拉斯加州奥马哈市，原名林赛制造公司，核心产品为旗下Zimmatic品牌中心枢轴灌溉系统，此外还生产农业机械、工程机械，以及公路与铁路基础设施设备。
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。
LNN vs ROCK — 直观对比
营收规模更大
ROCK
是对方的1.5倍
$150.7M
营收增速更快
ROCK
高出31.1%
-6.1%
自由现金流更多
ROCK
多$41.3M
$-15.1M
两年增速更快
LNN
近两年复合增速
-12.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $150.7M | $225.0M |
| 净利润 | $16.5M | — |
| 毛利率 | 33.3% | 25.3% |
| 营业利润率 | 13.0% | 7.9% |
| 净利率 | 11.0% | — |
| 营收同比 | -6.1% | 24.9% |
| 净利润同比 | -3.7% | — |
| 每股收益（稀释后） | $1.54 | — |
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LNNROCK
| Q4 25 | $150.7M | $225.0M | ||
| Q3 25 | $149.0M | $310.9M | ||
| Q2 25 | $165.7M | $309.5M | ||
| Q1 25 | $183.8M | $290.0M | ||
| Q4 24 | $160.5M | $180.1M | ||
| Q3 24 | $149.4M | $277.1M | ||
| Q2 24 | $133.7M | $273.6M | ||
| Q1 24 | $146.8M | $292.5M |
净利润LNNROCK
| Q4 25 | $16.5M | — | ||
| Q3 25 | $10.8M | $-89.1M | ||
| Q2 25 | $19.5M | $26.0M | ||
| Q1 25 | $26.6M | $21.1M | ||
| Q4 24 | $17.2M | — | ||
| Q3 24 | $12.7M | $34.0M | ||
| Q2 24 | $20.4M | $32.2M | ||
| Q1 24 | $18.1M | $24.9M |
毛利率LNNROCK
| Q4 25 | 33.3% | 25.3% | ||
| Q3 25 | 30.0% | 26.6% | ||
| Q2 25 | 32.4% | 28.4% | ||
| Q1 25 | 34.0% | 26.8% | ||
| Q4 24 | 31.1% | 29.0% | ||
| Q3 24 | 30.6% | 29.4% | ||
| Q2 24 | 34.8% | 30.5% | ||
| Q1 24 | 33.3% | 28.9% |
营业利润率LNNROCK
| Q4 25 | 13.0% | 7.9% | ||
| Q3 25 | 7.6% | 12.8% | ||
| Q2 25 | 14.4% | 12.8% | ||
| Q1 25 | 17.5% | 8.8% | ||
| Q4 24 | 13.0% | 13.3% | ||
| Q3 24 | 9.0% | 15.6% | ||
| Q2 24 | 14.9% | 14.9% | ||
| Q1 24 | 15.1% | 10.8% |
净利率LNNROCK
| Q4 25 | 11.0% | — | ||
| Q3 25 | 7.3% | -28.6% | ||
| Q2 25 | 11.8% | 8.4% | ||
| Q1 25 | 14.5% | 7.3% | ||
| Q4 24 | 10.7% | — | ||
| Q3 24 | 8.5% | 12.3% | ||
| Q2 24 | 15.2% | 11.8% | ||
| Q1 24 | 12.3% | 8.5% |
每股收益（稀释后）LNNROCK
| Q4 25 | $1.54 | — | ||
| Q3 25 | $0.99 | $-2.98 | ||
| Q2 25 | $1.78 | $0.87 | ||
| Q1 25 | $2.44 | — | ||
| Q4 24 | $1.57 | — | ||
| Q3 24 | $1.16 | $1.11 | ||
| Q2 24 | $1.85 | $1.05 | ||
| Q1 24 | $1.64 | — |
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 | $199.6M | $115.7M |
| 总债务越低越好 | $115.2M | $0 |
| 股东权益账面价值 | $518.2M | $950.4M |
| 总资产 | $828.4M | $1.4B |
| 负债/权益比越低杠杆越低 | 0.22× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资LNNROCK
| Q4 25 | $199.6M | $115.7M | ||
| Q3 25 | $250.6M | $89.4M | ||
| Q2 25 | $210.8M | $43.3M | ||
| Q1 25 | $186.7M | $25.1M | ||
| Q4 24 | $194.1M | $269.5M | ||
| Q3 24 | $190.9M | $228.9M | ||
| Q2 24 | $152.7M | $179.1M | ||
| Q1 24 | $150.6M | $146.7M |
总债务LNNROCK
| Q4 25 | $115.2M | $0 | ||
| Q3 25 | $115.3M | $0 | ||
| Q2 25 | $115.3M | $0 | ||
| Q1 25 | $115.4M | $0 | ||
| Q4 24 | $115.4M | $0 | ||
| Q3 24 | $115.5M | $0 | ||
| Q2 24 | $115.5M | $0 | ||
| Q1 24 | $115.6M | $0 |
股东权益LNNROCK
| Q4 25 | $518.2M | $950.4M | ||
| Q3 25 | $532.9M | $951.8M | ||
| Q2 25 | $528.8M | $1.0B | ||
| Q1 25 | $516.4M | $1.0B | ||
| Q4 24 | $488.5M | $1.0B | ||
| Q3 24 | $480.9M | $1.0B | ||
| Q2 24 | $480.0M | $975.7M | ||
| Q1 24 | $483.0M | $940.2M |
总资产LNNROCK
| Q4 25 | $828.4M | $1.4B | ||
| Q3 25 | $840.8M | $1.4B | ||
| Q2 25 | $840.9M | $1.5B | ||
| Q1 25 | $814.2M | $1.4B | ||
| Q4 24 | $771.0M | $1.4B | ||
| Q3 24 | $760.2M | $1.4B | ||
| Q2 24 | $758.1M | $1.4B | ||
| Q1 24 | $765.3M | $1.3B |
负债/权益比LNNROCK
| Q4 25 | 0.22× | 0.00× | ||
| Q3 25 | 0.22× | 0.00× | ||
| Q2 25 | 0.22× | 0.00× | ||
| Q1 25 | 0.22× | 0.00× | ||
| Q4 24 | 0.24× | 0.00× | ||
| Q3 24 | 0.24× | 0.00× | ||
| Q2 24 | 0.24× | 0.00× | ||
| Q1 24 | 0.24× | 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 | $-597.0K | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $-15.1M | $26.2M |
| 自由现金流率自由现金流/营收 | -10.0% | 11.7% |
| 资本支出强度资本支出/营收 | 9.6% | 4.1% |
| 现金转化率经营现金流/净利润 | -0.04× | — |
| 过去12个月自由现金流最近4个季度 | $62.9M | $120.6M |
8季度趋势，按日历期对齐
经营现金流LNNROCK
| Q4 25 | $-597.0K | $35.5M | ||
| Q3 25 | $64.0M | $73.0M | ||
| Q2 25 | $35.0M | $44.9M | ||
| Q1 25 | $12.3M | $13.7M | ||
| Q4 24 | $21.6M | $19.9M | ||
| Q3 24 | $53.1M | $64.7M | ||
| Q2 24 | $30.5M | $36.5M | ||
| Q1 24 | $-9.7M | $53.2M |
自由现金流LNNROCK
| Q4 25 | $-15.1M | $26.2M | ||
| Q3 25 | $49.8M | $64.8M | ||
| Q2 25 | $25.7M | $27.3M | ||
| Q1 25 | $2.5M | $2.3M | ||
| Q4 24 | $12.5M | $14.1M | ||
| Q3 24 | $47.7M | $60.5M | ||
| Q2 24 | $25.8M | $33.5M | ||
| Q1 24 | $-21.6M | $48.8M |
自由现金流率LNNROCK
| Q4 25 | -10.0% | 11.7% | ||
| Q3 25 | 33.4% | 20.8% | ||
| Q2 25 | 15.5% | 8.8% | ||
| Q1 25 | 1.4% | 0.8% | ||
| Q4 24 | 7.8% | 7.8% | ||
| Q3 24 | 31.9% | 21.8% | ||
| Q2 24 | 19.3% | 12.2% | ||
| Q1 24 | -14.7% | 16.7% |
资本支出强度LNNROCK
| Q4 25 | 9.6% | 4.1% | ||
| Q3 25 | 9.6% | 2.6% | ||
| Q2 25 | 5.6% | 5.7% | ||
| Q1 25 | 5.3% | 3.9% | ||
| Q4 24 | 5.7% | 3.3% | ||
| Q3 24 | 3.6% | 1.5% | ||
| Q2 24 | 3.6% | 1.1% | ||
| Q1 24 | 8.1% | 1.5% |
现金转化率LNNROCK
| Q4 25 | -0.04× | — | ||
| Q3 25 | 5.92× | — | ||
| Q2 25 | 1.79× | 1.73× | ||
| Q1 25 | 0.46× | 0.65× | ||
| Q4 24 | 1.26× | — | ||
| Q3 24 | 4.17× | 1.90× | ||
| Q2 24 | 1.50× | 1.13× | ||
| Q1 24 | -0.54× | 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
LNN
| Transferred At Point In Time | $133.2M | 88% |
| Infrastructure | $13.4M | 9% |
| Transferred Over Time | $8.0M | 5% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
