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Jack Henry & Associates（JKHY）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
Jack Henry & Associatesの直近四半期売上が大きい（$619.3M vs $324.4M、Revolve Group, Inc.の約1.9倍）。Jack Henry & Associatesの純利益率が高く（20.1% vs 5.7%、差は14.4%）。Revolve Group, Inc.の前年同期比売上増加率が高い（10.4% vs 7.9%）。Jack Henry & Associatesの直近四半期フリーキャッシュフローが多い（$131.4M vs $-13.3M）。過去8四半期でRevolve Group, Inc.の売上複合成長率が高い（9.5% vs 7.2%）
Jack Henry & Associatesは1976年設立の米国金融テクノロジー企業で、主にコミュニティバンクや信用組合を対象に金融テクノロジー関連サービスや決済処理サービスを提供している。また地域銀行・信用組合のリスク管理、規制申告支援、オンラインバンキングサービスの最適化や機能強化も手がけている。
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。
JKHY vs RVLV — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $619.3M | $324.4M |
| 純利益 | $124.7M | $18.6M |
| 粗利率 | 43.3% | 53.3% |
| 営業利益率 | 25.7% | 6.3% |
| 純利益率 | 20.1% | 5.7% |
| 売上前年比 | 7.9% | 10.4% |
| 純利益前年比 | 27.4% | 50.4% |
| EPS（希薄化後） | $1.72 | $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 | $619.3M | $324.4M | ||
| Q3 25 | $644.7M | $295.6M | ||
| Q2 25 | $615.4M | $309.0M | ||
| Q1 25 | $585.1M | $296.7M | ||
| Q4 24 | $573.8M | $293.7M | ||
| Q3 24 | $601.0M | $283.1M | ||
| Q2 24 | $559.9M | $282.5M | ||
| Q1 24 | $538.6M | $270.6M |
| Q4 25 | $124.7M | $18.6M | ||
| Q3 25 | $144.0M | $21.2M | ||
| Q2 25 | $127.6M | $10.2M | ||
| Q1 25 | $111.1M | $11.8M | ||
| Q4 24 | $97.8M | $12.3M | ||
| Q3 24 | $119.2M | $11.0M | ||
| Q2 24 | $101.1M | $15.4M | ||
| Q1 24 | $87.1M | $10.9M |
| Q4 25 | 43.3% | 53.3% | ||
| Q3 25 | 45.9% | 54.6% | ||
| Q2 25 | 44.1% | 54.1% | ||
| Q1 25 | 41.8% | 52.0% | ||
| Q4 24 | 42.0% | 52.5% | ||
| Q3 24 | 42.9% | 51.2% | ||
| Q2 24 | 41.5% | 54.0% | ||
| Q1 24 | 39.1% | 52.3% |
| Q4 25 | 25.7% | 6.3% | ||
| Q3 25 | 28.5% | 7.1% | ||
| Q2 25 | 25.3% | 5.8% | ||
| Q1 25 | 23.7% | 5.0% | ||
| Q4 24 | 21.4% | 3.9% | ||
| Q3 24 | 25.2% | 5.0% | ||
| Q2 24 | 22.4% | 5.8% | ||
| Q1 24 | 20.8% | 3.4% |
| Q4 25 | 20.1% | 5.7% | ||
| Q3 25 | 22.3% | 7.2% | ||
| Q2 25 | 20.7% | 3.3% | ||
| Q1 25 | 19.0% | 4.0% | ||
| Q4 24 | 17.1% | 4.2% | ||
| Q3 24 | 19.8% | 3.9% | ||
| Q2 24 | 18.1% | 5.4% | ||
| Q1 24 | 16.2% | 4.0% |
| Q4 25 | $1.72 | $0.27 | ||
| Q3 25 | $1.97 | $0.29 | ||
| Q2 25 | $1.75 | $0.14 | ||
| Q1 25 | $1.52 | $0.16 | ||
| Q4 24 | $1.34 | $0.18 | ||
| Q3 24 | $1.63 | $0.15 | ||
| Q2 24 | $1.39 | $0.21 | ||
| Q1 24 | $1.19 | $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 | $28.2M | $292.3M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $2.2B | $512.5M |
| 総資産 | $3.1B | $765.0M |
| 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 | $28.2M | $292.3M | ||
| Q3 25 | $36.2M | $315.4M | ||
| Q2 25 | $102.0M | $310.7M | ||
| Q1 25 | $39.9M | $300.8M | ||
| Q4 24 | $25.7M | $256.6M | ||
| Q3 24 | $43.2M | $252.8M | ||
| Q2 24 | $38.3M | $244.7M | ||
| Q1 24 | $27.3M | $273.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $0 | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $60.0M | — | ||
| Q1 24 | $250.0M | — |
| Q4 25 | $2.2B | $512.5M | ||
| Q3 25 | $2.2B | $490.2M | ||
| Q2 25 | $2.1B | $468.6M | ||
| Q1 25 | $2.0B | $453.4M | ||
| Q4 24 | $2.0B | $437.8M | ||
| Q3 24 | $1.9B | $420.8M | ||
| Q2 24 | $1.8B | $405.8M | ||
| Q1 24 | $1.8B | $389.9M |
| Q4 25 | $3.1B | $765.0M | ||
| Q3 25 | $3.0B | $751.3M | ||
| Q2 25 | $3.0B | $722.9M | ||
| Q1 25 | $2.9B | $713.9M | ||
| Q4 24 | $2.9B | $665.5M | ||
| Q3 24 | $2.9B | $670.9M | ||
| Q2 24 | $2.9B | $657.8M | ||
| Q1 24 | $2.8B | $650.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.03× | — | ||
| Q1 24 | 0.14× | — |
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 | $152.7M | $-10.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $131.4M | $-13.3M |
| FCFマージンFCF / 売上 | 21.2% | -4.1% |
| 設備投資強度設備投資 / 売上 | 3.4% | 1.0% |
| キャッシュ転換率営業CF / 純利益 | 1.22× | -0.55× |
| 直近12ヶ月FCF直近4四半期 | $654.2M | $48.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $152.7M | $-10.2M | ||
| Q3 25 | $120.6M | $11.8M | ||
| Q2 25 | $327.1M | $12.6M | ||
| Q1 25 | $107.8M | $45.1M | ||
| Q4 24 | $89.6M | $3.9M | ||
| Q3 24 | $116.9M | $9.1M | ||
| Q2 24 | $231.8M | $-24.7M | ||
| Q1 24 | $97.6M | $38.4M |
| Q4 25 | $131.4M | $-13.3M | ||
| Q3 25 | $111.7M | $7.5M | ||
| Q2 25 | $314.9M | $10.4M | ||
| Q1 25 | $96.1M | $43.4M | ||
| Q4 24 | $73.0M | $2.1M | ||
| Q3 24 | $104.1M | $8.0M | ||
| Q2 24 | $208.0M | $-25.7M | ||
| Q1 24 | $87.7M | $36.7M |
| Q4 25 | 21.2% | -4.1% | ||
| Q3 25 | 17.3% | 2.5% | ||
| Q2 25 | 51.2% | 3.4% | ||
| Q1 25 | 16.4% | 14.6% | ||
| Q4 24 | 12.7% | 0.7% | ||
| Q3 24 | 17.3% | 2.8% | ||
| Q2 24 | 37.2% | -9.1% | ||
| Q1 24 | 16.3% | 13.5% |
| Q4 25 | 3.4% | 1.0% | ||
| Q3 25 | 1.4% | 1.5% | ||
| Q2 25 | 2.0% | 0.7% | ||
| Q1 25 | 2.0% | 0.6% | ||
| Q4 24 | 2.9% | 0.6% | ||
| Q3 24 | 2.1% | 0.4% | ||
| Q2 24 | 4.2% | 0.4% | ||
| Q1 24 | 1.8% | 0.6% |
| Q4 25 | 1.22× | -0.55× | ||
| Q3 25 | 0.84× | 0.56× | ||
| Q2 25 | 2.56× | 1.24× | ||
| Q1 25 | 0.97× | 3.82× | ||
| Q4 24 | 0.92× | 0.32× | ||
| Q3 24 | 0.98× | 0.83× | ||
| Q2 24 | 2.29× | -1.60× | ||
| Q1 24 | 1.12× | 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
JKHY
| Processing | $273.5M | 44% |
| Private Public Cloud | $202.7M | 33% |
| On Premise Support | $79.0M | 13% |
| Product Deliveryand Service | $64.1M | 10% |
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% |
