vs
Side-by-side financial comparison of PHOTRONICS INC (PLAB) 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 $210.4M, roughly 1.5× PHOTRONICS INC). PHOTRONICS INC runs the higher net margin — 10.9% vs 5.7%, a 5.2% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs -5.5%). PHOTRONICS INC produced more free cash flow last quarter ($25.2M vs $-13.3M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% CAGR vs -3.8%).
Photronics, Inc. is an American semiconductor photomask manufacturer. It was the third largest photomask supplier globally as of 2009. Photronics is a member of the eBeam Initiative.
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.
PLAB vs RVLV — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $210.4M | $324.4M |
| Net Profit | $22.9M | $18.6M |
| Gross Margin | 33.7% | 53.3% |
| Operating Margin | 22.9% | 6.3% |
| Net Margin | 10.9% | 5.7% |
| Revenue YoY | -5.5% | 10.4% |
| Net Profit YoY | -32.4% | 50.4% |
| EPS (diluted) | $0.39 | $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 | — | $324.4M | ||
| Q3 25 | $210.4M | $295.6M | ||
| Q2 25 | $211.0M | $309.0M | ||
| Q1 25 | $212.1M | $296.7M | ||
| Q4 24 | $222.6M | $293.7M | ||
| Q3 24 | $211.0M | $283.1M | ||
| Q2 24 | $217.0M | $282.5M | ||
| Q1 24 | $216.3M | $270.6M |
| Q4 25 | — | $18.6M | ||
| Q3 25 | $22.9M | $21.2M | ||
| Q2 25 | $8.9M | $10.2M | ||
| Q1 25 | $42.9M | $11.8M | ||
| Q4 24 | $33.9M | $12.3M | ||
| Q3 24 | $34.4M | $11.0M | ||
| Q2 24 | $36.3M | $15.4M | ||
| Q1 24 | $26.2M | $10.9M |
| Q4 25 | — | 53.3% | ||
| Q3 25 | 33.7% | 54.6% | ||
| Q2 25 | 36.9% | 54.1% | ||
| Q1 25 | 35.6% | 52.0% | ||
| Q4 24 | 37.0% | 52.5% | ||
| Q3 24 | 35.6% | 51.2% | ||
| Q2 24 | 36.5% | 54.0% | ||
| Q1 24 | 36.6% | 52.3% |
| Q4 25 | — | 6.3% | ||
| Q3 25 | 22.9% | 7.1% | ||
| Q2 25 | 26.4% | 5.8% | ||
| Q1 25 | 24.6% | 5.0% | ||
| Q4 24 | 25.1% | 3.9% | ||
| Q3 24 | 24.7% | 5.0% | ||
| Q2 24 | 25.8% | 5.8% | ||
| Q1 24 | 26.6% | 3.4% |
| Q4 25 | — | 5.7% | ||
| Q3 25 | 10.9% | 7.2% | ||
| Q2 25 | 4.2% | 3.3% | ||
| Q1 25 | 20.2% | 4.0% | ||
| Q4 24 | 15.2% | 4.2% | ||
| Q3 24 | 16.3% | 3.9% | ||
| Q2 24 | 16.7% | 5.4% | ||
| Q1 24 | 12.1% | 4.0% |
| Q4 25 | — | $0.27 | ||
| Q3 25 | $0.39 | $0.29 | ||
| Q2 25 | $0.15 | $0.14 | ||
| Q1 25 | $0.68 | $0.16 | ||
| Q4 24 | $0.54 | $0.18 | ||
| Q3 24 | $0.55 | $0.15 | ||
| Q2 24 | $0.58 | $0.21 | ||
| Q1 24 | $0.42 | $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 | $575.8M | $292.3M |
| Total DebtLower is stronger | $16.0K | — |
| Stockholders' EquityBook value | $1.1B | $512.5M |
| Total Assets | $1.8B | $765.0M |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $292.3M | ||
| Q3 25 | $575.8M | $315.4M | ||
| Q2 25 | $558.4M | $310.7M | ||
| Q1 25 | $642.2M | $300.8M | ||
| Q4 24 | $640.7M | $256.6M | ||
| Q3 24 | $606.4M | $252.8M | ||
| Q2 24 | $559.9M | $244.7M | ||
| Q1 24 | $521.5M | $273.4M |
| Q4 25 | — | — | ||
| Q3 25 | $16.0K | — | ||
| Q2 25 | $19.0K | — | ||
| Q1 25 | $21.0K | — | ||
| Q4 24 | $25.0K | — | ||
| Q3 24 | $28.0K | — | ||
| Q2 24 | $2.5M | — | ||
| Q1 24 | $2.7M | — |
| Q4 25 | — | $512.5M | ||
| Q3 25 | $1.1B | $490.2M | ||
| Q2 25 | $1.1B | $468.6M | ||
| Q1 25 | $1.1B | $453.4M | ||
| Q4 24 | $1.1B | $437.8M | ||
| Q3 24 | $1.1B | $420.8M | ||
| Q2 24 | $1.0B | $405.8M | ||
| Q1 24 | $1.0B | $389.9M |
| Q4 25 | — | $765.0M | ||
| Q3 25 | $1.8B | $751.3M | ||
| Q2 25 | $1.7B | $722.9M | ||
| Q1 25 | $1.7B | $713.9M | ||
| Q4 24 | $1.7B | $665.5M | ||
| Q3 24 | $1.6B | $670.9M | ||
| Q2 24 | $1.6B | $657.8M | ||
| Q1 24 | $1.6B | $650.0M |
| Q4 25 | — | — | ||
| 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× | — |
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 | $50.1M | $-10.2M |
| Free Cash FlowOCF − Capex | $25.2M | $-13.3M |
| FCF MarginFCF / Revenue | 12.0% | -4.1% |
| Capex IntensityCapex / Revenue | 11.8% | 1.0% |
| Cash ConversionOCF / Net Profit | 2.19× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $64.5M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $-10.2M | ||
| Q3 25 | $50.1M | $11.8M | ||
| Q2 25 | $31.5M | $12.6M | ||
| Q1 25 | $78.5M | $45.1M | ||
| Q4 24 | $68.4M | $3.9M | ||
| Q3 24 | $75.1M | $9.1M | ||
| Q2 24 | $76.5M | $-24.7M | ||
| Q1 24 | $41.5M | $38.4M |
| Q4 25 | — | $-13.3M | ||
| Q3 25 | $25.2M | $7.5M | ||
| Q2 25 | $-29.1M | $10.4M | ||
| Q1 25 | $43.3M | $43.4M | ||
| Q4 24 | $25.2M | $2.1M | ||
| Q3 24 | $50.7M | $8.0M | ||
| Q2 24 | $56.5M | $-25.7M | ||
| Q1 24 | $-1.8M | $36.7M |
| Q4 25 | — | -4.1% | ||
| Q3 25 | 12.0% | 2.5% | ||
| Q2 25 | -13.8% | 3.4% | ||
| Q1 25 | 20.4% | 14.6% | ||
| Q4 24 | 11.3% | 0.7% | ||
| Q3 24 | 24.0% | 2.8% | ||
| Q2 24 | 26.0% | -9.1% | ||
| Q1 24 | -0.8% | 13.5% |
| Q4 25 | — | 1.0% | ||
| Q3 25 | 11.8% | 1.5% | ||
| Q2 25 | 28.7% | 0.7% | ||
| Q1 25 | 16.6% | 0.6% | ||
| Q4 24 | 19.4% | 0.6% | ||
| Q3 24 | 11.6% | 0.4% | ||
| Q2 24 | 9.2% | 0.4% | ||
| Q1 24 | 20.0% | 0.6% |
| Q4 25 | — | -0.55× | ||
| Q3 25 | 2.19× | 0.56× | ||
| Q2 25 | 3.55× | 1.24× | ||
| Q1 25 | 1.83× | 3.82× | ||
| Q4 24 | 2.02× | 0.32× | ||
| Q3 24 | 2.18× | 0.83× | ||
| Q2 24 | 2.11× | -1.60× | ||
| Q1 24 | 1.59× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |
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% |
