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Side-by-side financial comparison of SANFILIPPO JOHN B & SON INC (JBSS) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Revolve Group, Inc. is the larger business by last-quarter revenue ($324.4M vs $314.8M, roughly 1.0× SANFILIPPO JOHN B & SON INC). Revolve Group, Inc. runs the higher net margin — 5.7% vs 5.7%, a 0.0% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 4.6%). SANFILIPPO JOHN B & SON INC produced more free cash flow last quarter ($40.0M vs $-13.3M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% CAGR vs 7.6%).
John B. Sanfilippo & Son Inc. (JBSS) is a leading US processor, marketer and distributor of high-quality tree nuts, peanuts, dried fruits, and value-added snack products. It serves retail, foodservice, and industrial ingredient customers primarily across North America, offering both branded and private label product lines.
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
JBSS vs RVLV — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $314.8M | $324.4M |
| Net Profit | $18.0M | $18.6M |
| Gross Margin | 18.8% | 53.3% |
| Operating Margin | 8.3% | 6.3% |
| Net Margin | 5.7% | 5.7% |
| Revenue YoY | 4.6% | 10.4% |
| Net Profit YoY | 32.1% | 50.4% |
| EPS (diluted) | $1.53 | $0.27 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $314.8M | $324.4M | ||
| Q3 25 | $298.7M | $295.6M | ||
| Q2 25 | $269.1M | $309.0M | ||
| Q1 25 | $260.9M | $296.7M | ||
| Q4 24 | $301.1M | $293.7M | ||
| Q3 24 | $276.2M | $283.1M | ||
| Q2 24 | $269.6M | $282.5M | ||
| Q1 24 | $271.9M | $270.6M |
| Q4 25 | $18.0M | $18.6M | ||
| Q3 25 | $18.7M | $21.2M | ||
| Q2 25 | $13.5M | $10.2M | ||
| Q1 25 | $20.2M | $11.8M | ||
| Q4 24 | $13.6M | $12.3M | ||
| Q3 24 | $11.7M | $11.0M | ||
| Q2 24 | $10.0M | $15.4M | ||
| Q1 24 | $13.5M | $10.9M |
| Q4 25 | 18.8% | 53.3% | ||
| Q3 25 | 18.1% | 54.6% | ||
| Q2 25 | 18.1% | 54.1% | ||
| Q1 25 | 21.4% | 52.0% | ||
| Q4 24 | 17.4% | 52.5% | ||
| Q3 24 | 16.9% | 51.2% | ||
| Q2 24 | 18.5% | 54.0% | ||
| Q1 24 | 18.1% | 52.3% |
| Q4 25 | 8.3% | 6.3% | ||
| Q3 25 | 9.0% | 7.1% | ||
| Q2 25 | 7.5% | 5.8% | ||
| Q1 25 | 10.8% | 5.0% | ||
| Q4 24 | 6.4% | 3.9% | ||
| Q3 24 | 6.2% | 5.0% | ||
| Q2 24 | 5.4% | 5.8% | ||
| Q1 24 | 6.7% | 3.4% |
| Q4 25 | 5.7% | 5.7% | ||
| Q3 25 | 6.3% | 7.2% | ||
| Q2 25 | 5.0% | 3.3% | ||
| Q1 25 | 7.7% | 4.0% | ||
| Q4 24 | 4.5% | 4.2% | ||
| Q3 24 | 4.2% | 3.9% | ||
| Q2 24 | 3.7% | 5.4% | ||
| Q1 24 | 5.0% | 4.0% |
| Q4 25 | $1.53 | $0.27 | ||
| Q3 25 | $1.59 | $0.29 | ||
| Q2 25 | $1.15 | $0.14 | ||
| Q1 25 | $1.72 | $0.16 | ||
| Q4 24 | $1.16 | $0.18 | ||
| Q3 24 | $1.00 | $0.15 | ||
| Q2 24 | $0.85 | $0.21 | ||
| Q1 24 | $1.15 | $0.15 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.4M | $292.3M |
| Total DebtLower is stronger | $28.8M | — |
| Stockholders' EquityBook value | $370.1M | $512.5M |
| Total Assets | $617.7M | $765.0M |
| Debt / EquityLower = less leverage | 0.08× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.4M | $292.3M | ||
| Q3 25 | $714.0K | $315.4M | ||
| Q2 25 | $585.0K | $310.7M | ||
| Q1 25 | $1.3M | $300.8M | ||
| Q4 24 | $336.0K | $256.6M | ||
| Q3 24 | $442.0K | $252.8M | ||
| Q2 24 | $484.0K | $244.7M | ||
| Q1 24 | $377.0K | $273.4M |
| Q4 25 | $28.8M | — | ||
| Q3 25 | $29.8M | — | ||
| Q2 25 | $14.6M | — | ||
| Q1 25 | $5.8M | — | ||
| Q4 24 | $6.0M | — | ||
| Q3 24 | $6.2M | — | ||
| Q2 24 | $6.4M | — | ||
| Q1 24 | $6.6M | — |
| Q4 25 | $370.1M | $512.5M | ||
| Q3 25 | $362.8M | $490.2M | ||
| Q2 25 | $360.7M | $468.6M | ||
| Q1 25 | $346.6M | $453.4M | ||
| Q4 24 | $325.6M | $437.8M | ||
| Q3 24 | $310.8M | $420.8M | ||
| Q2 24 | $322.6M | $405.8M | ||
| Q1 24 | $321.8M | $389.9M |
| Q4 25 | $617.7M | $765.0M | ||
| Q3 25 | $598.7M | $751.3M | ||
| Q2 25 | $597.6M | $722.9M | ||
| Q1 25 | $590.0M | $713.9M | ||
| Q4 24 | $545.3M | $665.5M | ||
| Q3 24 | $519.4M | $670.9M | ||
| Q2 24 | $515.6M | $657.8M | ||
| Q1 24 | $491.9M | $650.0M |
| Q4 25 | 0.08× | — | ||
| Q3 25 | 0.08× | — | ||
| Q2 25 | 0.04× | — | ||
| Q1 25 | 0.02× | — | ||
| Q4 24 | 0.02× | — | ||
| Q3 24 | 0.02× | — | ||
| Q2 24 | 0.02× | — | ||
| Q1 24 | 0.02× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $62.5M | $-10.2M |
| Free Cash FlowOCF − Capex | $40.0M | $-13.3M |
| FCF MarginFCF / Revenue | 12.7% | -4.1% |
| Capex IntensityCapex / Revenue | 7.1% | 1.0% |
| Cash ConversionOCF / Net Profit | 3.48× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $32.8M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $62.5M | $-10.2M | ||
| Q3 25 | $32.1M | $11.8M | ||
| Q2 25 | $36.5M | $12.6M | ||
| Q1 25 | $-25.9M | $45.1M | ||
| Q4 24 | $11.0M | $3.9M | ||
| Q3 24 | $8.9M | $9.1M | ||
| Q2 24 | $35.2M | $-24.7M | ||
| Q1 24 | $5.3M | $38.4M |
| Q4 25 | $40.0M | $-13.3M | ||
| Q3 25 | $7.3M | $7.5M | ||
| Q2 25 | $23.0M | $10.4M | ||
| Q1 25 | $-37.6M | $43.4M | ||
| Q4 24 | $-2.7M | $2.1M | ||
| Q3 24 | $-3.0M | $8.0M | ||
| Q2 24 | $24.4M | $-25.7M | ||
| Q1 24 | $-1.3M | $36.7M |
| Q4 25 | 12.7% | -4.1% | ||
| Q3 25 | 2.4% | 2.5% | ||
| Q2 25 | 8.6% | 3.4% | ||
| Q1 25 | -14.4% | 14.6% | ||
| Q4 24 | -0.9% | 0.7% | ||
| Q3 24 | -1.1% | 2.8% | ||
| Q2 24 | 9.0% | -9.1% | ||
| Q1 24 | -0.5% | 13.5% |
| Q4 25 | 7.1% | 1.0% | ||
| Q3 25 | 8.3% | 1.5% | ||
| Q2 25 | 5.0% | 0.7% | ||
| Q1 25 | 4.5% | 0.6% | ||
| Q4 24 | 4.5% | 0.6% | ||
| Q3 24 | 4.3% | 0.4% | ||
| Q2 24 | 4.0% | 0.4% | ||
| Q1 24 | 2.4% | 0.6% |
| Q4 25 | 3.48× | -0.55× | ||
| Q3 25 | 1.72× | 0.56× | ||
| Q2 25 | 2.70× | 1.24× | ||
| Q1 25 | -1.29× | 3.82× | ||
| Q4 24 | 0.81× | 0.32× | ||
| Q3 24 | 0.77× | 0.83× | ||
| Q2 24 | 3.52× | -1.60× | ||
| Q1 24 | 0.39× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
JBSS
| Sales Channel Directly To Consumer | $263.2M | 84% |
| Sales Channel Commercial Ingredients | $28.0M | 9% |
| Sales Channel Contract Packaging | $23.6M | 8% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
