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BLUE OWL CAPITAL INC.（OWL）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 $755.6M、BLUE OWL CAPITAL INC.の約1.0倍）。Revvityの純利益率が高く（12.7% vs 6.3%、差は6.4%）。BLUE OWL CAPITAL INC.の前年同期比売上増加率が高い（19.7% vs 5.9%）。BLUE OWL CAPITAL INC.の直近四半期フリーキャッシュフローが多い（$359.1M vs $161.8M）。過去8四半期でBLUE OWL CAPITAL INC.の売上複合成長率が高い（21.3% vs 9.0%）
ブルーオウル・キャピタル社は米国のオルタナティブ投資向け資産運用会社で、ニューヨーク証券取引所に銘柄コード「OWL」で上場しています。本社をニューヨークに置き、ロンドン、ドバイ、香港などにも拠点を構え、グローバルに事業を展開しています。
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。
OWL vs RVTY — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $755.6M | $772.1M |
| 純利益 | $47.7M | $98.4M |
| 粗利率 | — | — |
| 営業利益率 | 22.2% | 14.5% |
| 純利益率 | 6.3% | 12.7% |
| 売上前年比 | 19.7% | 5.9% |
| 純利益前年比 | 129.8% | 3.9% |
| EPS（希薄化後） | $0.07 | $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 | $755.6M | $772.1M | ||
| Q3 25 | $728.0M | $698.9M | ||
| Q2 25 | $703.1M | $720.3M | ||
| Q1 25 | $683.5M | $664.8M | ||
| Q4 24 | $631.4M | $729.4M | ||
| Q3 24 | $600.9M | $684.0M | ||
| Q2 24 | $549.8M | $691.7M | ||
| Q1 24 | $513.3M | $649.9M |
| Q4 25 | $47.7M | $98.4M | ||
| Q3 25 | $6.3M | $46.7M | ||
| Q2 25 | $17.4M | $53.9M | ||
| Q1 25 | $7.4M | $42.2M | ||
| Q4 24 | $20.7M | $94.6M | ||
| Q3 24 | $29.8M | $94.4M | ||
| Q2 24 | $33.9M | $55.4M | ||
| Q1 24 | $25.1M | $26.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | 53.6% | ||
| Q2 25 | — | 54.5% | ||
| Q1 25 | — | 56.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 56.3% | ||
| Q2 24 | — | 55.7% | ||
| Q1 24 | — | 54.6% |
| Q4 25 | 22.2% | 14.5% | ||
| Q3 25 | 7.6% | 11.7% | ||
| Q2 25 | 12.0% | 12.6% | ||
| Q1 25 | 5.9% | 10.9% | ||
| Q4 24 | 11.7% | 16.3% | ||
| Q3 24 | 18.7% | 14.3% | ||
| Q2 24 | 28.4% | 12.4% | ||
| Q1 24 | 24.7% | 6.8% |
| Q4 25 | 6.3% | 12.7% | ||
| Q3 25 | 0.9% | 6.7% | ||
| Q2 25 | 2.5% | 7.5% | ||
| Q1 25 | 1.1% | 6.4% | ||
| Q4 24 | 3.3% | 13.0% | ||
| Q3 24 | 5.0% | 13.8% | ||
| Q2 24 | 6.2% | 8.0% | ||
| Q1 24 | 4.9% | 4.0% |
| Q4 25 | $0.07 | $0.86 | ||
| Q3 25 | $0.01 | $0.40 | ||
| Q2 25 | $0.02 | $0.46 | ||
| Q1 25 | $0.00 | $0.35 | ||
| Q4 24 | $0.06 | $0.77 | ||
| Q3 24 | $0.04 | $0.77 | ||
| Q2 24 | $0.06 | $0.45 | ||
| Q1 24 | $0.04 | $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 | $194.5M | $919.9M |
| 総負債低いほど良い | $3.3B | — |
| 株主資本純資産 | $2.2B | $7.3B |
| 総資産 | $12.5B | $12.2B |
| 負債/資本比率低いほどレバレッジが低い | 1.51× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $194.5M | $919.9M | ||
| Q3 25 | $137.3M | $931.4M | ||
| Q2 25 | $117.6M | $991.8M | ||
| Q1 25 | $97.6M | $1.1B | ||
| Q4 24 | $152.1M | $1.2B | ||
| Q3 24 | $115.9M | $1.2B | ||
| Q2 24 | $436.8M | $2.0B | ||
| Q1 24 | $155.8M | $1.7B |
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.2B | — | ||
| Q2 25 | $3.2B | — | ||
| Q1 25 | $3.2B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.5B | — | ||
| Q2 24 | $2.5B | — | ||
| Q1 24 | $2.1B | — |
| Q4 25 | $2.2B | $7.3B | ||
| Q3 25 | $2.3B | $7.4B | ||
| Q2 25 | $2.4B | $7.6B | ||
| Q1 25 | $2.3B | $7.6B | ||
| Q4 24 | $2.1B | $7.7B | ||
| Q3 24 | $2.0B | $7.9B | ||
| Q2 24 | $1.7B | $7.9B | ||
| Q1 24 | $1.6B | $7.8B |
| Q4 25 | $12.5B | $12.2B | ||
| Q3 25 | $12.5B | $12.1B | ||
| Q2 25 | $12.3B | $12.4B | ||
| Q1 25 | $12.3B | $12.4B | ||
| Q4 24 | $11.0B | $12.4B | ||
| Q3 24 | $10.8B | $12.8B | ||
| Q2 24 | $9.7B | $13.4B | ||
| Q1 24 | $9.0B | $13.4B |
| Q4 25 | 1.51× | — | ||
| Q3 25 | 1.41× | — | ||
| Q2 25 | 1.38× | — | ||
| Q1 25 | 1.37× | — | ||
| Q4 24 | 1.22× | — | ||
| Q3 24 | 1.27× | — | ||
| Q2 24 | 1.41× | — | ||
| Q1 24 | 1.26× | — |
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 | $382.9M | $182.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $359.1M | $161.8M |
| FCFマージンFCF / 売上 | 47.5% | 21.0% |
| 設備投資強度設備投資 / 売上 | 3.1% | 2.6% |
| キャッシュ転換率営業CF / 純利益 | 8.03× | 1.85× |
| 直近12ヶ月FCF直近4四半期 | $1.2B | $509.4M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $382.9M | $182.0M | ||
| Q3 25 | $433.1M | $138.5M | ||
| Q2 25 | $422.5M | $134.3M | ||
| Q1 25 | $17.6M | $128.2M | ||
| Q4 24 | $324.0M | $174.2M | ||
| Q3 24 | $326.0M | $147.9M | ||
| Q2 24 | $302.3M | $158.6M | ||
| Q1 24 | $47.2M | $147.6M |
| Q4 25 | $359.1M | $161.8M | ||
| Q3 25 | $422.5M | $120.0M | ||
| Q2 25 | $412.5M | $115.5M | ||
| Q1 25 | $4.2M | $112.2M | ||
| Q4 24 | $310.1M | $149.8M | ||
| Q3 24 | $314.8M | $125.6M | ||
| Q2 24 | $269.4M | $136.6M | ||
| Q1 24 | $41.1M | $129.7M |
| Q4 25 | 47.5% | 21.0% | ||
| Q3 25 | 58.0% | 17.2% | ||
| Q2 25 | 58.7% | 16.0% | ||
| Q1 25 | 0.6% | 16.9% | ||
| Q4 24 | 49.1% | 20.5% | ||
| Q3 24 | 52.4% | 18.4% | ||
| Q2 24 | 49.0% | 19.7% | ||
| Q1 24 | 8.0% | 20.0% |
| Q4 25 | 3.1% | 2.6% | ||
| Q3 25 | 1.5% | 2.6% | ||
| Q2 25 | 1.4% | 2.6% | ||
| Q1 25 | 2.0% | 2.4% | ||
| Q4 24 | 2.2% | 3.4% | ||
| Q3 24 | 1.9% | 3.3% | ||
| Q2 24 | 6.0% | 3.2% | ||
| Q1 24 | 1.2% | 2.7% |
| Q4 25 | 8.03× | 1.85× | ||
| Q3 25 | 68.64× | 2.97× | ||
| Q2 25 | 24.25× | 2.49× | ||
| Q1 25 | 2.37× | 3.03× | ||
| Q4 24 | 15.62× | 1.84× | ||
| Q3 24 | 10.94× | 1.57× | ||
| Q2 24 | 8.91× | 2.87× | ||
| Q1 24 | 1.88× | 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
OWL
| Credit Platform | $455.0M | 60% |
| GP Strategic Capital Platform | $157.0M | 21% |
| Administrative Service | $87.6M | 12% |
| IPI Partners LLC | $33.8M | 4% |
| Other | $22.2M | 3% |
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% |
