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Acushnet Holdings Corp.（GOLF）とRevolve Group, Inc.（RVLV）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
Acushnet Holdings Corp.の直近四半期売上が大きい（$477.2M vs $324.4M、Revolve Group, Inc.の約1.5倍）。Revolve Group, Inc.の純利益率が高く（5.7% vs -7.3%、差は13.0%）。Revolve Group, Inc.の前年同期比売上増加率が高い（10.4% vs 7.2%）。Revolve Group, Inc.の直近四半期フリーキャッシュフローが多い（$-13.3M vs $-23.3M）。過去8四半期でRevolve Group, Inc.の売上複合成長率が高い（9.5% vs -17.9%）
Acushnet Holdings Corp.はゴルフ市場に特化した米国企業で、複数のブランドを運営している。ゴルフクラブなどの用具、ウェア、アクセサリーの製造を行い、世界中のゴルフプレーヤーに高品質な商品を提供している。
Revolve Theatre Companyはテムズ河畔ヘンリーを拠点とする劇団で、政治的なテーマの作品やシェイクスピア劇を専門に制作・上演しており、オリバー・デンチ、ジョー・モリス、トム・スミスの3人が所有しています。
GOLF vs RVLV — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $477.2M | $324.4M |
| 純利益 | $-34.9M | $18.6M |
| 粗利率 | 44.1% | 53.3% |
| 営業利益率 | -3.8% | 6.3% |
| 純利益率 | -7.3% | 5.7% |
| 売上前年比 | 7.2% | 10.4% |
| 純利益前年比 | -3027.3% | 50.4% |
| EPS（希薄化後） | $-0.57 | $0.27 |
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 | $477.2M | $324.4M | ||
| Q3 25 | $657.7M | $295.6M | ||
| Q2 25 | $720.5M | $309.0M | ||
| Q1 25 | $703.4M | $296.7M | ||
| Q4 24 | $445.2M | $293.7M | ||
| Q3 24 | $620.5M | $283.1M | ||
| Q2 24 | $683.9M | $282.5M | ||
| Q1 24 | $707.6M | $270.6M |
| Q4 25 | $-34.9M | $18.6M | ||
| Q3 25 | $48.5M | $21.2M | ||
| Q2 25 | $75.6M | $10.2M | ||
| Q1 25 | $99.4M | $11.8M | ||
| Q4 24 | $-1.1M | $12.3M | ||
| Q3 24 | $56.2M | $11.0M | ||
| Q2 24 | $71.4M | $15.4M | ||
| Q1 24 | $87.8M | $10.9M |
| Q4 25 | 44.1% | 53.3% | ||
| Q3 25 | 48.5% | 54.6% | ||
| Q2 25 | 49.2% | 54.1% | ||
| Q1 25 | 47.9% | 52.0% | ||
| Q4 24 | 22.6% | 52.5% | ||
| Q3 24 | 54.4% | 51.2% | ||
| Q2 24 | 54.4% | 54.0% | ||
| Q1 24 | 53.4% | 52.3% |
| Q4 25 | -3.8% | 6.3% | ||
| Q3 25 | 14.1% | 7.1% | ||
| Q2 25 | 15.2% | 5.8% | ||
| Q1 25 | 16.3% | 5.0% | ||
| Q4 24 | -1.2% | 3.9% | ||
| Q3 24 | 13.2% | 5.0% | ||
| Q2 24 | 15.5% | 5.8% | ||
| Q1 24 | 17.2% | 3.4% |
| Q4 25 | -7.3% | 5.7% | ||
| Q3 25 | 7.4% | 7.2% | ||
| Q2 25 | 10.5% | 3.3% | ||
| Q1 25 | 14.1% | 4.0% | ||
| Q4 24 | -0.3% | 4.2% | ||
| Q3 24 | 9.1% | 3.9% | ||
| Q2 24 | 10.4% | 5.4% | ||
| Q1 24 | 12.4% | 4.0% |
| Q4 25 | $-0.57 | $0.27 | ||
| Q3 25 | $0.81 | $0.29 | ||
| Q2 25 | $1.25 | $0.14 | ||
| Q1 25 | $1.62 | $0.16 | ||
| Q4 24 | $0.02 | $0.18 | ||
| Q3 24 | $0.89 | $0.15 | ||
| Q2 24 | $1.11 | $0.21 | ||
| Q1 24 | $1.35 | $0.15 |
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 | — | $292.3M |
| 総負債低いほど良い | $926.2M | — |
| 株主資本純資産 | $783.6M | $512.5M |
| 総資産 | $2.3B | $765.0M |
| 負債/資本比率低いほどレバレッジが低い | 1.18× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | $292.3M | ||
| Q3 25 | — | $315.4M | ||
| Q2 25 | — | $310.7M | ||
| Q1 25 | — | $300.8M | ||
| Q4 24 | — | $256.6M | ||
| Q3 24 | — | $252.8M | ||
| Q2 24 | — | $244.7M | ||
| Q1 24 | — | $273.4M |
| Q4 25 | $926.2M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $753.1M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $783.6M | $512.5M | ||
| Q3 25 | $852.3M | $490.2M | ||
| Q2 25 | $808.5M | $468.6M | ||
| Q1 25 | $780.3M | $453.4M | ||
| Q4 24 | $765.2M | $437.8M | ||
| Q3 24 | $863.9M | $420.8M | ||
| Q2 24 | $863.7M | $405.8M | ||
| Q1 24 | $883.7M | $389.9M |
| Q4 25 | $2.3B | $765.0M | ||
| Q3 25 | $2.4B | $751.3M | ||
| Q2 25 | $2.4B | $722.9M | ||
| Q1 25 | $2.4B | $713.9M | ||
| Q4 24 | $2.2B | $665.5M | ||
| Q3 24 | $2.3B | $670.9M | ||
| Q2 24 | $2.3B | $657.8M | ||
| Q1 24 | $2.4B | $650.0M |
| Q4 25 | 1.18× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.98× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-338.0K | $-10.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $-23.3M | $-13.3M |
| FCFマージンFCF / 売上 | -4.9% | -4.1% |
| 設備投資強度設備投資 / 売上 | 4.8% | 1.0% |
| キャッシュ転換率営業CF / 純利益 | — | -0.55× |
| 直近12ヶ月FCF直近4四半期 | $120.0M | $48.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $-338.0K | $-10.2M | ||
| Q3 25 | $163.1M | $11.8M | ||
| Q2 25 | $151.9M | $12.6M | ||
| Q1 25 | $-120.3M | $45.1M | ||
| Q4 24 | $-1.1M | $3.9M | ||
| Q3 24 | $144.1M | $9.1M | ||
| Q2 24 | $211.6M | $-24.7M | ||
| Q1 24 | $-109.5M | $38.4M |
| Q4 25 | $-23.3M | $-13.3M | ||
| Q3 25 | $136.9M | $7.5M | ||
| Q2 25 | $138.0M | $10.4M | ||
| Q1 25 | $-131.5M | $43.4M | ||
| Q4 24 | $-33.2M | $2.1M | ||
| Q3 24 | $123.7M | $8.0M | ||
| Q2 24 | $196.8M | $-25.7M | ||
| Q1 24 | $-116.8M | $36.7M |
| Q4 25 | -4.9% | -4.1% | ||
| Q3 25 | 20.8% | 2.5% | ||
| Q2 25 | 19.2% | 3.4% | ||
| Q1 25 | -18.7% | 14.6% | ||
| Q4 24 | -7.5% | 0.7% | ||
| Q3 24 | 19.9% | 2.8% | ||
| Q2 24 | 28.8% | -9.1% | ||
| Q1 24 | -16.5% | 13.5% |
| Q4 25 | 4.8% | 1.0% | ||
| Q3 25 | 4.0% | 1.5% | ||
| Q2 25 | 1.9% | 0.7% | ||
| Q1 25 | 1.6% | 0.6% | ||
| Q4 24 | 7.2% | 0.6% | ||
| Q3 24 | 3.3% | 0.4% | ||
| Q2 24 | 2.2% | 0.4% | ||
| Q1 24 | 1.0% | 0.6% |
| Q4 25 | — | -0.55× | ||
| Q3 25 | 3.36× | 0.56× | ||
| Q2 25 | 2.01× | 1.24× | ||
| Q1 25 | -1.21× | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | 2.56× | 0.83× | ||
| Q2 24 | 2.96× | -1.60× | ||
| Q1 24 | -1.25× | 3.53× |
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
GOLF
| Titleist Golf Equipment | $293.8M | 62% |
| Footjoy Golf Wear | $102.0M | 21% |
| Other | $45.3M | 9% |
| Golf Gear | $36.1M | 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% |
