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RAMBUS INC（RMBS）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RAMBUS INC的1.2倍（$225.0M vs $180.2M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs 8.1%），过去两年RAMBUS INC的营收复合增速更高（16.8% vs -12.3%）
Rambus Inc.是创立于1990年的美国科技企业，专注于芯片接口技术与架构的设计、研发及授权，相关技术广泛应用于各类数字电子产品。公司因发明RDRAM内存技术而闻名，在知识产权领域拥有深厚积累。
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。
RMBS vs ROCK — 直观对比
营收规模更大
ROCK
是对方的1.2倍
$180.2M
营收增速更快
ROCK
高出16.9%
8.1%
两年增速更快
RMBS
近两年复合增速
-12.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $180.2M | $225.0M |
| 净利润 | $59.9M | — |
| 毛利率 | 79.7% | 25.3% |
| 营业利润率 | 34.3% | 7.9% |
| 净利率 | 33.2% | — |
| 营收同比 | 8.1% | 24.9% |
| 净利润同比 | -7.3% | — |
| 每股收益（稀释后） | $0.55 | — |
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RMBSROCK
| Q1 26 | $180.2M | — | ||
| Q4 25 | $190.2M | $225.0M | ||
| Q3 25 | $178.5M | $310.9M | ||
| Q2 25 | $172.2M | $309.5M | ||
| Q1 25 | $166.7M | $290.0M | ||
| Q4 24 | $161.1M | $180.1M | ||
| Q3 24 | $145.5M | $277.1M | ||
| Q2 24 | $132.1M | $273.6M |
净利润RMBSROCK
| Q1 26 | $59.9M | — | ||
| Q4 25 | $63.8M | — | ||
| Q3 25 | $48.4M | $-89.1M | ||
| Q2 25 | $57.9M | $26.0M | ||
| Q1 25 | $60.3M | $21.1M | ||
| Q4 24 | $62.2M | — | ||
| Q3 24 | $48.7M | $34.0M | ||
| Q2 24 | $36.1M | $32.2M |
毛利率RMBSROCK
| Q1 26 | 79.7% | — | ||
| Q4 25 | 78.9% | 25.3% | ||
| Q3 25 | 79.5% | 26.6% | ||
| Q2 25 | 79.8% | 28.4% | ||
| Q1 25 | 80.3% | 26.8% | ||
| Q4 24 | 80.4% | 29.0% | ||
| Q3 24 | 80.7% | 29.4% | ||
| Q2 24 | 79.7% | 30.5% |
营业利润率RMBSROCK
| Q1 26 | 34.3% | — | ||
| Q4 25 | 37.2% | 7.9% | ||
| Q3 25 | 35.4% | 12.8% | ||
| Q2 25 | 36.6% | 12.8% | ||
| Q1 25 | 37.9% | 8.8% | ||
| Q4 24 | 35.9% | 13.3% | ||
| Q3 24 | 37.6% | 15.6% | ||
| Q2 24 | 30.5% | 14.9% |
净利率RMBSROCK
| Q1 26 | 33.2% | — | ||
| Q4 25 | 33.6% | — | ||
| Q3 25 | 27.1% | -28.6% | ||
| Q2 25 | 33.6% | 8.4% | ||
| Q1 25 | 36.2% | 7.3% | ||
| Q4 24 | 38.6% | — | ||
| Q3 24 | 33.4% | 12.3% | ||
| Q2 24 | 27.3% | 11.8% |
每股收益（稀释后）RMBSROCK
| Q1 26 | $0.55 | — | ||
| Q4 25 | $0.58 | — | ||
| Q3 25 | $0.44 | $-2.98 | ||
| Q2 25 | $0.53 | $0.87 | ||
| Q1 25 | $0.56 | — | ||
| Q4 24 | $0.57 | — | ||
| Q3 24 | $0.45 | $1.11 | ||
| Q2 24 | $0.33 | $1.05 |
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 | $134.3M | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | — | $950.4M |
| 总资产 | $1.5B | $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RMBSROCK
| Q1 26 | $134.3M | — | ||
| Q4 25 | $182.8M | $115.7M | ||
| Q3 25 | $79.2M | $89.4M | ||
| Q2 25 | $87.8M | $43.3M | ||
| Q1 25 | $132.2M | $25.1M | ||
| Q4 24 | $99.8M | $269.5M | ||
| Q3 24 | $114.0M | $228.9M | ||
| Q2 24 | $124.6M | $179.1M |
总债务RMBSROCK
| Q1 26 | — | — | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
股东权益RMBSROCK
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $950.4M | ||
| Q3 25 | $1.3B | $951.8M | ||
| Q2 25 | $1.2B | $1.0B | ||
| Q1 25 | $1.2B | $1.0B | ||
| Q4 24 | $1.1B | $1.0B | ||
| Q3 24 | $1.0B | $1.0B | ||
| Q2 24 | $1.0B | $975.7M |
总资产RMBSROCK
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.5B | $1.5B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.3B | $1.4B | ||
| Q3 24 | $1.3B | $1.4B | ||
| Q2 24 | $1.3B | $1.4B |
负债/权益比RMBSROCK
| Q1 26 | — | — | ||
| 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× |
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 | — | $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RMBSROCK
| Q1 26 | — | — | ||
| Q4 25 | $99.8M | $35.5M | ||
| Q3 25 | $88.4M | $73.0M | ||
| Q2 25 | $94.4M | $44.9M | ||
| Q1 25 | $77.4M | $13.7M | ||
| Q4 24 | $59.0M | $19.9M | ||
| Q3 24 | $62.1M | $64.7M | ||
| Q2 24 | $70.4M | $36.5M |
自由现金流RMBSROCK
| Q1 26 | — | — | ||
| Q4 25 | $93.3M | $26.2M | ||
| Q3 25 | $82.5M | $64.8M | ||
| Q2 25 | $87.9M | $27.3M | ||
| Q1 25 | $69.5M | $2.3M | ||
| Q4 24 | $52.5M | $14.1M | ||
| Q3 24 | $52.2M | $60.5M | ||
| Q2 24 | $59.1M | $33.5M |
自由现金流率RMBSROCK
| Q1 26 | — | — | ||
| Q4 25 | 49.0% | 11.7% | ||
| Q3 25 | 46.2% | 20.8% | ||
| Q2 25 | 51.0% | 8.8% | ||
| Q1 25 | 41.7% | 0.8% | ||
| Q4 24 | 32.6% | 7.8% | ||
| Q3 24 | 35.9% | 21.8% | ||
| Q2 24 | 44.7% | 12.2% |
资本支出强度RMBSROCK
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 4.1% | ||
| Q3 25 | 3.3% | 2.6% | ||
| Q2 25 | 3.8% | 5.7% | ||
| Q1 25 | 4.7% | 3.9% | ||
| Q4 24 | 4.0% | 3.3% | ||
| Q3 24 | 6.8% | 1.5% | ||
| Q2 24 | 8.6% | 1.1% |
现金转化率RMBSROCK
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | — | ||
| Q3 25 | 1.83× | — | ||
| Q2 25 | 1.63× | 1.73× | ||
| Q1 25 | 1.28× | 0.65× | ||
| Q4 24 | 0.95× | — | ||
| Q3 24 | 1.28× | 1.90× | ||
| Q2 24 | 1.95× | 1.13× |
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
RMBS
| Product revenue | $88.0M | 49% |
| Royalties | $69.6M | 39% |
| Contract and other revenue | $22.6M | 13% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
