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LESAKA TECHNOLOGIES INC（LSAK）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LESAKA TECHNOLOGIES INC的1.3倍（$225.0M vs $178.7M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs 1.4%），GIBRALTAR INDUSTRIES, INC.自由现金流更多（$26.2M vs $-14.8M），过去两年LESAKA TECHNOLOGIES INC的营收复合增速更高（13.7% vs -12.3%）
莱萨卡科技是一家总部位于南非的金融科技公司，目前同时在纳斯达克交易所与约翰内斯堡证券交易所挂牌上市。公司核心业务聚焦于金融普惠，面向此前金融服务覆盖不足的社区与商户提供各类金融服务。
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。
LSAK vs ROCK — 直观对比
营收规模更大
ROCK
是对方的1.3倍
$178.7M
营收增速更快
ROCK
高出23.5%
1.4%
自由现金流更多
ROCK
多$41.1M
$-14.8M
两年增速更快
LSAK
近两年复合增速
-12.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $178.7M | $225.0M |
| 净利润 | $3.6M | — |
| 毛利率 | 31.4% | 25.3% |
| 营业利润率 | 1.2% | 7.9% |
| 净利率 | 2.0% | — |
| 营收同比 | 1.4% | 24.9% |
| 净利润同比 | 111.2% | — |
| 每股收益（稀释后） | $0.04 | — |
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LSAKROCK
| Q4 25 | $178.7M | $225.0M | ||
| Q3 25 | $171.4M | $310.9M | ||
| Q2 25 | $168.5M | $309.5M | ||
| Q1 25 | $161.4M | $290.0M | ||
| Q4 24 | $176.2M | $180.1M | ||
| Q3 24 | $153.6M | $277.1M | ||
| Q2 24 | $146.0M | $273.6M | ||
| Q1 24 | $138.2M | $292.5M |
净利润LSAKROCK
| Q4 25 | $3.6M | — | ||
| Q3 25 | $-4.3M | $-89.1M | ||
| Q2 25 | $-28.4M | $26.0M | ||
| Q1 25 | $-22.1M | $21.1M | ||
| Q4 24 | $-32.5M | — | ||
| Q3 24 | $-4.5M | $34.0M | ||
| Q2 24 | $-5.0M | $32.2M | ||
| Q1 24 | $-4.0M | $24.9M |
毛利率LSAKROCK
| Q4 25 | 31.4% | 25.3% | ||
| Q3 25 | 30.9% | 26.6% | ||
| Q2 25 | 28.9% | 28.4% | ||
| Q1 25 | 27.5% | 26.8% | ||
| Q4 24 | 25.7% | 29.0% | ||
| Q3 24 | 22.6% | 29.4% | ||
| Q2 24 | 22.6% | 30.5% | ||
| Q1 24 | 22.0% | 28.9% |
营业利润率LSAKROCK
| Q4 25 | 1.2% | 7.9% | ||
| Q3 25 | 0.2% | 12.8% | ||
| Q2 25 | -16.7% | 12.8% | ||
| Q1 25 | 0.4% | 8.8% | ||
| Q4 24 | 0.3% | 13.3% | ||
| Q3 24 | -0.0% | 15.6% | ||
| Q2 24 | 0.2% | 14.9% | ||
| Q1 24 | 0.6% | 10.8% |
净利率LSAKROCK
| Q4 25 | 2.0% | — | ||
| Q3 25 | -2.5% | -28.6% | ||
| Q2 25 | -16.9% | 8.4% | ||
| Q1 25 | -13.7% | 7.3% | ||
| Q4 24 | -18.4% | — | ||
| Q3 24 | -3.0% | 12.3% | ||
| Q2 24 | -3.4% | 11.8% | ||
| Q1 24 | -2.9% | 8.5% |
每股收益（稀释后）LSAKROCK
| Q4 25 | $0.04 | — | ||
| Q3 25 | $-0.05 | $-2.98 | ||
| Q2 25 | $-0.40 | $0.87 | ||
| Q1 25 | $-0.27 | — | ||
| Q4 24 | $-0.40 | — | ||
| Q3 24 | $-0.07 | $1.11 | ||
| Q2 24 | $-0.08 | $1.05 | ||
| Q1 24 | $-0.06 | — |
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 | $69.5M | $115.7M |
| 总债务越低越好 | $216.8M | $0 |
| 股东权益账面价值 | $180.6M | $950.4M |
| 总资产 | $704.6M | $1.4B |
| 负债/权益比越低杠杆越低 | 1.20× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资LSAKROCK
| Q4 25 | $69.5M | $115.7M | ||
| Q3 25 | $72.2M | $89.4M | ||
| Q2 25 | $76.5M | $43.3M | ||
| Q1 25 | $71.0M | $25.1M | ||
| Q4 24 | $60.6M | $269.5M | ||
| Q3 24 | $49.7M | $228.9M | ||
| Q2 24 | $59.1M | $179.1M | ||
| Q1 24 | $55.2M | $146.7M |
总债务LSAKROCK
| Q4 25 | $216.8M | $0 | ||
| Q3 25 | $208.1M | $0 | ||
| Q2 25 | $200.8M | $0 | ||
| Q1 25 | $194.7M | $0 | ||
| Q4 24 | $148.7M | $0 | ||
| Q3 24 | $148.5M | $0 | ||
| Q2 24 | $143.2M | $0 | ||
| Q1 24 | $135.7M | $0 |
股东权益LSAKROCK
| Q4 25 | $180.6M | $950.4M | ||
| Q3 25 | $170.4M | $951.8M | ||
| Q2 25 | $161.6M | $1.0B | ||
| Q1 25 | $185.2M | $1.0B | ||
| Q4 24 | $193.3M | $1.0B | ||
| Q3 24 | $184.2M | $1.0B | ||
| Q2 24 | $175.9M | $975.7M | ||
| Q1 24 | $173.1M | $940.2M |
总资产LSAKROCK
| Q4 25 | $704.6M | $1.4B | ||
| Q3 25 | $652.9M | $1.4B | ||
| Q2 25 | $653.7M | $1.5B | ||
| Q1 25 | $649.2M | $1.4B | ||
| Q4 24 | $640.6M | $1.4B | ||
| Q3 24 | $551.9M | $1.4B | ||
| Q2 24 | $558.5M | $1.4B | ||
| Q1 24 | $551.5M | $1.3B |
负债/权益比LSAKROCK
| Q4 25 | 1.20× | 0.00× | ||
| Q3 25 | 1.22× | 0.00× | ||
| Q2 25 | 1.24× | 0.00× | ||
| Q1 25 | 1.05× | 0.00× | ||
| Q4 24 | 0.77× | 0.00× | ||
| Q3 24 | 0.81× | 0.00× | ||
| Q2 24 | 0.81× | 0.00× | ||
| Q1 24 | 0.78× | 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 | $-10.9M | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $-14.8M | $26.2M |
| 自由现金流率自由现金流/营收 | -8.3% | 11.7% |
| 资本支出强度资本支出/营收 | 2.2% | 4.1% |
| 现金转化率经营现金流/净利润 | -2.99× | — |
| 过去12个月自由现金流最近4个季度 | $-15.3M | $120.6M |
8季度趋势，按日历期对齐
经营现金流LSAKROCK
| Q4 25 | $-10.9M | $35.5M | ||
| Q3 25 | $8.9M | $73.0M | ||
| Q2 25 | $-9.1M | $44.9M | ||
| Q1 25 | $10.7M | $13.7M | ||
| Q4 24 | $-9.2M | $19.9M | ||
| Q3 24 | $-4.1M | $64.7M | ||
| Q2 24 | $5.7M | $36.5M | ||
| Q1 24 | $19.2M | $53.2M |
自由现金流LSAKROCK
| Q4 25 | $-14.8M | $26.2M | ||
| Q3 25 | $4.9M | $64.8M | ||
| Q2 25 | $-13.2M | $27.3M | ||
| Q1 25 | $7.8M | $2.3M | ||
| Q4 24 | $-15.5M | $14.1M | ||
| Q3 24 | $-8.1M | $60.5M | ||
| Q2 24 | $937.0K | $33.5M | ||
| Q1 24 | $16.2M | $48.8M |
自由现金流率LSAKROCK
| Q4 25 | -8.3% | 11.7% | ||
| Q3 25 | 2.9% | 20.8% | ||
| Q2 25 | -7.8% | 8.8% | ||
| Q1 25 | 4.9% | 0.8% | ||
| Q4 24 | -8.8% | 7.8% | ||
| Q3 24 | -5.3% | 21.8% | ||
| Q2 24 | 0.6% | 12.2% | ||
| Q1 24 | 11.7% | 16.7% |
资本支出强度LSAKROCK
| Q4 25 | 2.2% | 4.1% | ||
| Q3 25 | 2.3% | 2.6% | ||
| Q2 25 | 2.4% | 5.7% | ||
| Q1 25 | 1.7% | 3.9% | ||
| Q4 24 | 3.6% | 3.3% | ||
| Q3 24 | 2.6% | 1.5% | ||
| Q2 24 | 3.2% | 1.1% | ||
| Q1 24 | 2.1% | 1.5% |
现金转化率LSAKROCK
| Q4 25 | -2.99× | — | ||
| 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
LSAK
| Telecom Products And Services | $82.0M | 46% |
| Processing Fees | $37.6M | 21% |
| Enterprise Segment | $14.5M | 8% |
| Rest Of Africa | $10.9M | 6% |
| Technology Products | $8.6M | 5% |
| Insurance Revenue | $7.9M | 4% |
| Lending Revenue | $7.2M | 4% |
| Other | $6.7M | 4% |
| Interest From Customer | $2.1M | 1% |
| Other Products And Services | $1.2M | 1% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
