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ADVANCED ENERGY INDUSTRIES INC（AEIS）与Revolve Group, Inc.（RVLV）财务数据对比。点击上方公司名可切换其他公司
ADVANCED ENERGY INDUSTRIES INC的季度营收约是Revolve Group, Inc.的1.5倍（$489.4M vs $324.4M），ADVANCED ENERGY INDUSTRIES INC净利率更高（10.7% vs 5.7%，领先5.0%），ADVANCED ENERGY INDUSTRIES INC同比增速更快（17.8% vs 10.4%），ADVANCED ENERGY INDUSTRIES INC自由现金流更多（$43.0M vs $-13.3M），过去两年ADVANCED ENERGY INDUSTRIES INC的营收复合增速更高（22.2% vs 9.5%）
Advanced Energy Industries是总部位于美国科罗拉多州丹佛市的跨国科技企业，专注研发精密电源转换、测量及控制技术，相关技术广泛应用于半导体、平板显示、数据存储、通信网络设备、工业涂层、医疗设备、太阳能电池、建筑玻璃等领域的生产制造环节。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
AEIS vs RVLV — 直观对比
营收规模更大
AEIS
是对方的1.5倍
$324.4M
营收增速更快
AEIS
高出7.4%
10.4%
净利率更高
AEIS
高出5.0%
5.7%
自由现金流更多
AEIS
多$56.3M
$-13.3M
两年增速更快
AEIS
近两年复合增速
9.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $489.4M | $324.4M |
| 净利润 | $52.3M | $18.6M |
| 毛利率 | 38.6% | 53.3% |
| 营业利润率 | 11.6% | 6.3% |
| 净利率 | 10.7% | 5.7% |
| 营收同比 | 17.8% | 10.4% |
| 净利润同比 | 7.4% | 50.4% |
| 每股收益（稀释后） | $1.32 | $0.27 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收AEISRVLV
| Q4 25 | $489.4M | $324.4M | ||
| Q3 25 | $463.3M | $295.6M | ||
| Q2 25 | $441.5M | $309.0M | ||
| Q1 25 | $404.6M | $296.7M | ||
| Q4 24 | $415.4M | $293.7M | ||
| Q3 24 | $374.2M | $283.1M | ||
| Q2 24 | $364.9M | $282.5M | ||
| Q1 24 | $327.5M | $270.6M |
净利润AEISRVLV
| Q4 25 | $52.3M | $18.6M | ||
| Q3 25 | $46.2M | $21.2M | ||
| Q2 25 | $25.2M | $10.2M | ||
| Q1 25 | $24.7M | $11.8M | ||
| Q4 24 | $48.7M | $12.3M | ||
| Q3 24 | $-14.9M | $11.0M | ||
| Q2 24 | $15.0M | $15.4M | ||
| Q1 24 | $5.4M | $10.9M |
毛利率AEISRVLV
| Q4 25 | 38.6% | 53.3% | ||
| Q3 25 | 37.6% | 54.6% | ||
| Q2 25 | 37.0% | 54.1% | ||
| Q1 25 | 37.2% | 52.0% | ||
| Q4 24 | 37.2% | 52.5% | ||
| Q3 24 | 35.8% | 51.2% | ||
| Q2 24 | 35.0% | 54.0% | ||
| Q1 24 | 34.5% | 52.3% |
营业利润率AEISRVLV
| Q4 25 | 11.6% | 6.3% | ||
| Q3 25 | 10.6% | 7.1% | ||
| Q2 25 | 7.2% | 5.8% | ||
| Q1 25 | 7.6% | 5.0% | ||
| Q4 24 | 8.2% | 3.9% | ||
| Q3 24 | -3.0% | 5.0% | ||
| Q2 24 | 3.6% | 5.8% | ||
| Q1 24 | 0.2% | 3.4% |
净利率AEISRVLV
| Q4 25 | 10.7% | 5.7% | ||
| Q3 25 | 10.0% | 7.2% | ||
| Q2 25 | 5.7% | 3.3% | ||
| Q1 25 | 6.1% | 4.0% | ||
| Q4 24 | 11.7% | 4.2% | ||
| Q3 24 | -4.0% | 3.9% | ||
| Q2 24 | 4.1% | 5.4% | ||
| Q1 24 | 1.6% | 4.0% |
每股收益（稀释后）AEISRVLV
| Q4 25 | $1.32 | $0.27 | ||
| Q3 25 | $1.20 | $0.29 | ||
| Q2 25 | $0.67 | $0.14 | ||
| Q1 25 | $0.65 | $0.16 | ||
| Q4 24 | $1.29 | $0.18 | ||
| Q3 24 | $-0.40 | $0.15 | ||
| Q2 24 | $0.40 | $0.21 | ||
| Q1 24 | $0.14 | $0.15 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $791.2M | $292.3M |
| 总债务越低越好 | $567.5M | — |
| 股东权益账面价值 | $1.4B | $512.5M |
| 总资产 | $2.5B | $765.0M |
| 负债/权益比越低杠杆越低 | 0.42× | — |
8季度趋势，按日历期对齐
现金及短期投资AEISRVLV
| Q4 25 | $791.2M | $292.3M | ||
| Q3 25 | $758.6M | $315.4M | ||
| Q2 25 | $713.5M | $310.7M | ||
| Q1 25 | $723.0M | $300.8M | ||
| Q4 24 | $722.1M | $256.6M | ||
| Q3 24 | $657.3M | $252.8M | ||
| Q2 24 | $986.1M | $244.7M | ||
| Q1 24 | $1.0B | $273.4M |
总债务AEISRVLV
| Q4 25 | $567.5M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $564.7M | — | ||
| Q3 24 | $564.0M | — | ||
| Q2 24 | $907.3M | — | ||
| Q1 24 | $911.5M | — |
股东权益AEISRVLV
| Q4 25 | $1.4B | $512.5M | ||
| Q3 25 | $1.3B | $490.2M | ||
| Q2 25 | $1.3B | $468.6M | ||
| Q1 25 | $1.2B | $453.4M | ||
| Q4 24 | $1.2B | $437.8M | ||
| Q3 24 | $1.2B | $420.8M | ||
| Q2 24 | $1.2B | $405.8M | ||
| Q1 24 | $1.1B | $389.9M |
总资产AEISRVLV
| Q4 25 | $2.5B | $765.0M | ||
| Q3 25 | $2.4B | $751.3M | ||
| Q2 25 | $2.4B | $722.9M | ||
| Q1 25 | $2.3B | $713.9M | ||
| Q4 24 | $2.3B | $665.5M | ||
| Q3 24 | $2.2B | $670.9M | ||
| Q2 24 | $2.5B | $657.8M | ||
| Q1 24 | $2.5B | $650.0M |
负债/权益比AEISRVLV
| Q4 25 | 0.42× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.47× | — | ||
| Q3 24 | 0.48× | — | ||
| Q2 24 | 0.78× | — | ||
| Q1 24 | 0.80× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $80.5M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $43.0M | $-13.3M |
| 自由现金流率自由现金流/营收 | 8.8% | -4.1% |
| 资本支出强度资本支出/营收 | 7.7% | 1.0% |
| 现金转化率经营现金流/净利润 | 1.54× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $125.9M | $48.0M |
8季度趋势，按日历期对齐
经营现金流AEISRVLV
| Q4 25 | $80.5M | $-10.2M | ||
| Q3 25 | $78.7M | $11.8M | ||
| Q2 25 | $45.2M | $12.6M | ||
| Q1 25 | $28.9M | $45.1M | ||
| Q4 24 | $82.7M | $3.9M | ||
| Q3 24 | $34.1M | $9.1M | ||
| Q2 24 | $6.7M | $-24.7M | ||
| Q1 24 | $7.3M | $38.4M |
自由现金流AEISRVLV
| Q4 25 | $43.0M | $-13.3M | ||
| Q3 25 | $50.8M | $7.5M | ||
| Q2 25 | $17.1M | $10.4M | ||
| Q1 25 | $15.0M | $43.4M | ||
| Q4 24 | $69.9M | $2.1M | ||
| Q3 24 | $21.4M | $8.0M | ||
| Q2 24 | $-8.1M | $-25.7M | ||
| Q1 24 | $-9.3M | $36.7M |
自由现金流率AEISRVLV
| Q4 25 | 8.8% | -4.1% | ||
| Q3 25 | 11.0% | 2.5% | ||
| Q2 25 | 3.9% | 3.4% | ||
| Q1 25 | 3.7% | 14.6% | ||
| Q4 24 | 16.8% | 0.7% | ||
| Q3 24 | 5.7% | 2.8% | ||
| Q2 24 | -2.2% | -9.1% | ||
| Q1 24 | -2.9% | 13.5% |
资本支出强度AEISRVLV
| Q4 25 | 7.7% | 1.0% | ||
| Q3 25 | 6.0% | 1.5% | ||
| Q2 25 | 6.4% | 0.7% | ||
| Q1 25 | 3.4% | 0.6% | ||
| Q4 24 | 3.1% | 0.6% | ||
| Q3 24 | 3.4% | 0.4% | ||
| Q2 24 | 4.0% | 0.4% | ||
| Q1 24 | 5.1% | 0.6% |
现金转化率AEISRVLV
| Q4 25 | 1.54× | -0.55× | ||
| Q3 25 | 1.70× | 0.56× | ||
| Q2 25 | 1.79× | 1.24× | ||
| Q1 25 | 1.17× | 3.82× | ||
| Q4 24 | 1.70× | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | 0.45× | -1.60× | ||
| Q1 24 | 1.35× | 3.53× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AEIS
| Semiconductor Equipment | $211.6M | 43% |
| Data Center Computing | $177.9M | 36% |
| Industrial And Medical | $78.2M | 16% |
| Telecom And Networking | $21.7M | 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% |
