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CAVCO INDUSTRIES, INC.（CVCO）とRevvity（RVTY）の財務データ比較。上の社名をクリックして会社を切り替えられます
Revvityの直近四半期売上が大きい（$772.1M vs $581.0M、CAVCO INDUSTRIES, INC.の約1.3倍）。Revvityの純利益率が高く（12.7% vs 7.6%、差は5.2%）。CAVCO INDUSTRIES, INC.の前年同期比売上増加率が高い（11.3% vs 5.9%）。Revvityの直近四半期フリーキャッシュフローが多い（$161.8M vs $57.6M）。過去8四半期でCAVCO INDUSTRIES, INC.の売上複合成長率が高い（17.6% vs 9.0%）
キャブコ・インダストリーズは米国アリゾナ州フェニックスに本社を置く製造企業で、モジュール式住宅、RV（レクリエーショナルビークル）、別荘用キャビン、プレハブ住宅を生産しており、全米に複数の製造拠点と小売店舗のネットワークを構築している。
レブィティ（Revvity, Inc.）は米国のライフサイエンス・診断事業を手がける企業で、製薬およびバイオテクノロジー業界を主な顧客とし、特に新たな細胞治療や遺伝子治療の開発に関連するサービス・製品を提供している。前身は多岐にわたる事業を展開してきた老舗企業パーキンエルマーである。
CVCO vs RVTY — 直接比較
損益計算書 — Q3 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $581.0M | $772.1M |
| 純利益 | $44.1M | $98.4M |
| 粗利率 | 23.4% | — |
| 営業利益率 | 9.4% | 14.5% |
| 純利益率 | 7.6% | 12.7% |
| 売上前年比 | 11.3% | 5.9% |
| 純利益前年比 | -22.0% | 3.9% |
| EPS（希薄化後） | $5.58 | $0.86 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $581.0M | $772.1M | ||
| Q3 25 | $556.5M | $698.9M | ||
| Q2 25 | $556.9M | $720.3M | ||
| Q1 25 | $508.4M | $664.8M | ||
| Q4 24 | $522.0M | $729.4M | ||
| Q3 24 | $507.5M | $684.0M | ||
| Q2 24 | $477.6M | $691.7M | ||
| Q1 24 | $420.1M | $649.9M |
| Q4 25 | $44.1M | $98.4M | ||
| Q3 25 | $52.4M | $46.7M | ||
| Q2 25 | $51.6M | $53.9M | ||
| Q1 25 | $36.3M | $42.2M | ||
| Q4 24 | $56.5M | $94.6M | ||
| Q3 24 | $43.8M | $94.4M | ||
| Q2 24 | $34.4M | $55.4M | ||
| Q1 24 | $33.9M | $26.0M |
| Q4 25 | 23.4% | — | ||
| Q3 25 | 24.2% | 53.6% | ||
| Q2 25 | 23.3% | 54.5% | ||
| Q1 25 | 22.8% | 56.5% | ||
| Q4 24 | 24.9% | — | ||
| Q3 24 | 22.9% | 56.3% | ||
| Q2 24 | 21.7% | 55.7% | ||
| Q1 24 | 23.6% | 54.6% |
| Q4 25 | 9.4% | 14.5% | ||
| Q3 25 | 11.2% | 11.7% | ||
| Q2 25 | 10.8% | 12.6% | ||
| Q1 25 | 7.6% | 10.9% | ||
| Q4 24 | 12.3% | 16.3% | ||
| Q3 24 | 9.7% | 14.3% | ||
| Q2 24 | 8.1% | 12.4% | ||
| Q1 24 | 8.9% | 6.8% |
| Q4 25 | 7.6% | 12.7% | ||
| Q3 25 | 9.4% | 6.7% | ||
| Q2 25 | 9.3% | 7.5% | ||
| Q1 25 | 7.1% | 6.4% | ||
| Q4 24 | 10.8% | 13.0% | ||
| Q3 24 | 8.6% | 13.8% | ||
| Q2 24 | 7.2% | 8.0% | ||
| Q1 24 | 8.1% | 4.0% |
| Q4 25 | $5.58 | $0.86 | ||
| Q3 25 | $6.55 | $0.40 | ||
| Q2 25 | $6.42 | $0.46 | ||
| Q1 25 | $4.42 | $0.35 | ||
| Q4 24 | $6.90 | $0.77 | ||
| Q3 24 | $5.28 | $0.77 | ||
| Q2 24 | $4.11 | $0.45 | ||
| Q1 24 | $4.05 | $0.21 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $241.9M | $919.9M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.1B | $7.3B |
| 総資産 | $1.5B | $12.2B |
| 負債/資本比率低いほどレバレッジが低い | — | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $241.9M | $919.9M | ||
| Q3 25 | $391.8M | $931.4M | ||
| Q2 25 | $362.4M | $991.8M | ||
| Q1 25 | $376.1M | $1.1B | ||
| Q4 24 | $378.9M | $1.2B | ||
| Q3 24 | $388.7M | $1.2B | ||
| Q2 24 | $380.0M | $2.0B | ||
| Q1 24 | $371.0M | $1.7B |
| Q4 25 | $1.1B | $7.3B | ||
| Q3 25 | $1.1B | $7.4B | ||
| Q2 25 | $1.1B | $7.6B | ||
| Q1 25 | $1.1B | $7.6B | ||
| Q4 24 | $1.1B | $7.7B | ||
| Q3 24 | $1.0B | $7.9B | ||
| Q2 24 | $1.0B | $7.9B | ||
| Q1 24 | $1.0B | $7.8B |
| Q4 25 | $1.5B | $12.2B | ||
| Q3 25 | $1.4B | $12.1B | ||
| Q2 25 | $1.4B | $12.4B | ||
| Q1 25 | $1.4B | $12.4B | ||
| Q4 24 | $1.4B | $12.4B | ||
| Q3 24 | $1.4B | $12.8B | ||
| Q2 24 | $1.4B | $13.4B | ||
| Q1 24 | $1.4B | $13.4B |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $66.1M | $182.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $57.6M | $161.8M |
| FCFマージンFCF / 売上 | 9.9% | 21.0% |
| 設備投資強度設備投資 / 売上 | 1.5% | 2.6% |
| キャッシュ転換率営業CF / 純利益 | 1.50× | 1.85× |
| 直近12ヶ月FCF直近4四半期 | $205.3M | $509.4M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $66.1M | $182.0M | ||
| Q3 25 | $78.5M | $138.5M | ||
| Q2 25 | $55.5M | $134.3M | ||
| Q1 25 | $38.6M | $128.2M | ||
| Q4 24 | $37.8M | $174.2M | ||
| Q3 24 | $54.7M | $147.9M | ||
| Q2 24 | $47.4M | $158.6M | ||
| Q1 24 | — | $147.6M |
| Q4 25 | $57.6M | $161.8M | ||
| Q3 25 | $68.7M | $120.0M | ||
| Q2 25 | $46.4M | $115.5M | ||
| Q1 25 | $32.5M | $112.2M | ||
| Q4 24 | $32.3M | $149.8M | ||
| Q3 24 | $49.8M | $125.6M | ||
| Q2 24 | $42.4M | $136.6M | ||
| Q1 24 | — | $129.7M |
| Q4 25 | 9.9% | 21.0% | ||
| Q3 25 | 12.4% | 17.2% | ||
| Q2 25 | 8.3% | 16.0% | ||
| Q1 25 | 6.4% | 16.9% | ||
| Q4 24 | 6.2% | 20.5% | ||
| Q3 24 | 9.8% | 18.4% | ||
| Q2 24 | 8.9% | 19.7% | ||
| Q1 24 | — | 20.0% |
| Q4 25 | 1.5% | 2.6% | ||
| Q3 25 | 1.7% | 2.6% | ||
| Q2 25 | 1.6% | 2.6% | ||
| Q1 25 | 1.2% | 2.4% | ||
| Q4 24 | 1.0% | 3.4% | ||
| Q3 24 | 1.0% | 3.3% | ||
| Q2 24 | 1.0% | 3.2% | ||
| Q1 24 | — | 2.7% |
| Q4 25 | 1.50× | 1.85× | ||
| Q3 25 | 1.50× | 2.97× | ||
| Q2 25 | 1.08× | 2.49× | ||
| Q1 25 | 1.06× | 3.03× | ||
| Q4 24 | 0.67× | 1.84× | ||
| Q3 24 | 1.25× | 1.57× | ||
| Q2 24 | 1.38× | 2.87× | ||
| Q1 24 | — | 5.67× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
CVCO
| Manufactured Product Other | $532.5M | 92% |
| Other | $26.0M | 4% |
| Financial Service Other | $20.5M | 4% |
| Insurance Agency Commissions | $2.0M | 0% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
