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NETSCOUT SYSTEMS INC（NTCT）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
NETSCOUT SYSTEMS INC的季度营收约是GIBRALTAR INDUSTRIES, INC.的1.1倍（$250.7M vs $225.0M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs -0.5%），NETSCOUT SYSTEMS INC自由现金流更多（$59.3M vs $26.2M），过去两年NETSCOUT SYSTEMS INC的营收复合增速更高（11.0% vs -12.3%）
NETSCOUT SYSTEMS INC是美国科技企业，1984年由阿尼尔·辛哈尔与纳伦德拉·波帕特创立，前身为Frontier Software，总部位于马萨诸塞州韦斯特福德。公司专注于软件可观测性、深度数据包检测、DDoS防护及AIOps领域，为客户提供相关技术解决方案。
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。
NTCT vs ROCK — 直观对比
营收规模更大
NTCT
是对方的1.1倍
$225.0M
营收增速更快
ROCK
高出25.5%
-0.5%
自由现金流更多
NTCT
多$33.0M
$26.2M
两年增速更快
NTCT
近两年复合增速
-12.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $250.7M | $225.0M |
| 净利润 | $55.1M | — |
| 毛利率 | 81.6% | 25.3% |
| 营业利润率 | 25.7% | 7.9% |
| 净利率 | 22.0% | — |
| 营收同比 | -0.5% | 24.9% |
| 净利润同比 | 13.0% | — |
| 每股收益（稀释后） | $0.75 | — |
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NTCTROCK
| Q4 25 | $250.7M | $225.0M | ||
| Q3 25 | $219.0M | $310.9M | ||
| Q2 25 | $186.7M | $309.5M | ||
| Q1 25 | $205.0M | $290.0M | ||
| Q4 24 | $252.0M | $180.1M | ||
| Q3 24 | $191.1M | $277.1M | ||
| Q2 24 | $174.6M | $273.6M | ||
| Q1 24 | $203.4M | $292.5M |
净利润NTCTROCK
| Q4 25 | $55.1M | — | ||
| Q3 25 | $25.8M | $-89.1M | ||
| Q2 25 | $-3.7M | $26.0M | ||
| Q1 25 | $18.6M | $21.1M | ||
| Q4 24 | $48.8M | — | ||
| Q3 24 | $9.0M | $34.0M | ||
| Q2 24 | $-443.4M | $32.2M | ||
| Q1 24 | $-32.4M | $24.9M |
毛利率NTCTROCK
| Q4 25 | 81.6% | 25.3% | ||
| Q3 25 | 80.1% | 26.6% | ||
| Q2 25 | 76.7% | 28.4% | ||
| Q1 25 | 77.7% | 26.8% | ||
| Q4 24 | 81.5% | 29.0% | ||
| Q3 24 | 78.0% | 29.4% | ||
| Q2 24 | 74.6% | 30.5% | ||
| Q1 24 | 75.3% | 28.9% |
营业利润率NTCTROCK
| Q4 25 | 25.7% | 7.9% | ||
| Q3 25 | 14.8% | 12.8% | ||
| Q2 25 | -3.5% | 12.8% | ||
| Q1 25 | 9.7% | 8.8% | ||
| Q4 24 | 24.5% | 13.3% | ||
| Q3 24 | 7.4% | 15.6% | ||
| Q2 24 | -265.4% | 14.9% | ||
| Q1 24 | -18.2% | 10.8% |
净利率NTCTROCK
| Q4 25 | 22.0% | — | ||
| Q3 25 | 11.8% | -28.6% | ||
| Q2 25 | -2.0% | 8.4% | ||
| Q1 25 | 9.1% | 7.3% | ||
| Q4 24 | 19.4% | — | ||
| Q3 24 | 4.7% | 12.3% | ||
| Q2 24 | -254.0% | 11.8% | ||
| Q1 24 | -15.9% | 8.5% |
每股收益（稀释后）NTCTROCK
| Q4 25 | $0.75 | — | ||
| Q3 25 | $0.35 | $-2.98 | ||
| Q2 25 | $-0.05 | $0.87 | ||
| Q1 25 | $0.28 | — | ||
| Q4 24 | $0.67 | — | ||
| Q3 24 | $0.13 | $1.11 | ||
| Q2 24 | $-6.20 | $1.05 | ||
| Q1 24 | $-0.43 | — |
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 | $540.6M | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $1.6B | $950.4M |
| 总资产 | $2.3B | $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NTCTROCK
| Q4 25 | $540.6M | $115.7M | ||
| Q3 25 | $483.4M | $89.4M | ||
| Q2 25 | $489.6M | $43.3M | ||
| Q1 25 | $457.4M | $25.1M | ||
| Q4 24 | $398.4M | $269.5M | ||
| Q3 24 | $363.4M | $228.9M | ||
| Q2 24 | $362.2M | $179.1M | ||
| Q1 24 | $389.7M | $146.7M |
总债务NTCTROCK
| 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NTCTROCK
| Q4 25 | $1.6B | $950.4M | ||
| Q3 25 | $1.6B | $951.8M | ||
| Q2 25 | $1.5B | $1.0B | ||
| Q1 25 | $1.6B | $1.0B | ||
| Q4 24 | $1.5B | $1.0B | ||
| Q3 24 | $1.5B | $1.0B | ||
| Q2 24 | $1.4B | $975.7M | ||
| Q1 24 | $1.9B | $940.2M |
总资产NTCTROCK
| Q4 25 | $2.3B | $1.4B | ||
| Q3 25 | $2.2B | $1.4B | ||
| Q2 25 | $2.2B | $1.5B | ||
| Q1 25 | $2.2B | $1.4B | ||
| Q4 24 | $2.2B | $1.4B | ||
| Q3 24 | $2.1B | $1.4B | ||
| Q2 24 | $2.1B | $1.4B | ||
| Q1 24 | $2.6B | $1.3B |
负债/权益比NTCTROCK
| 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 | $62.1M | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $59.3M | $26.2M |
| 自由现金流率自由现金流/营收 | 23.6% | 11.7% |
| 资本支出强度资本支出/营收 | 1.1% | 4.1% |
| 现金转化率经营现金流/净利润 | 1.13× | — |
| 过去12个月自由现金流最近4个季度 | $275.5M | $120.6M |
8季度趋势，按日历期对齐
经营现金流NTCTROCK
| Q4 25 | $62.1M | $35.5M | ||
| Q3 25 | $6.7M | $73.0M | ||
| Q2 25 | $73.6M | $44.9M | ||
| Q1 25 | $141.5M | $13.7M | ||
| Q4 24 | $41.5M | $19.9M | ||
| Q3 24 | $-3.7M | $64.7M | ||
| Q2 24 | $38.4M | $36.5M | ||
| Q1 24 | $93.6M | $53.2M |
自由现金流NTCTROCK
| Q4 25 | $59.3M | $26.2M | ||
| Q3 25 | $4.4M | $64.8M | ||
| Q2 25 | $71.7M | $27.3M | ||
| Q1 25 | $140.1M | $2.3M | ||
| Q4 24 | $39.6M | $14.1M | ||
| Q3 24 | $-4.6M | $60.5M | ||
| Q2 24 | $37.2M | $33.5M | ||
| Q1 24 | $92.0M | $48.8M |
自由现金流率NTCTROCK
| Q4 25 | 23.6% | 11.7% | ||
| Q3 25 | 2.0% | 20.8% | ||
| Q2 25 | 38.4% | 8.8% | ||
| Q1 25 | 68.4% | 0.8% | ||
| Q4 24 | 15.7% | 7.8% | ||
| Q3 24 | -2.4% | 21.8% | ||
| Q2 24 | 21.3% | 12.2% | ||
| Q1 24 | 45.2% | 16.7% |
资本支出强度NTCTROCK
| Q4 25 | 1.1% | 4.1% | ||
| Q3 25 | 1.0% | 2.6% | ||
| Q2 25 | 1.0% | 5.7% | ||
| Q1 25 | 0.7% | 3.9% | ||
| Q4 24 | 0.7% | 3.3% | ||
| Q3 24 | 0.5% | 1.5% | ||
| Q2 24 | 0.7% | 1.1% | ||
| Q1 24 | 0.8% | 1.5% |
现金转化率NTCTROCK
| Q4 25 | 1.13× | — | ||
| Q3 25 | 0.26× | — | ||
| Q2 25 | — | 1.73× | ||
| Q1 25 | 7.60× | 0.65× | ||
| Q4 24 | 0.85× | — | ||
| Q3 24 | -0.41× | 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
NTCT
| Services | $129.0M | 51% |
| Products | $121.7M | 49% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
