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AMC Networks Inc.（AMCX）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
AMC Networks Inc.的季度营收约是Revolve Group, Inc.的1.8倍（$594.8M vs $324.4M），Revolve Group, Inc.净利率更高（5.7% vs -9.3%，领先15.0%），Revolve Group, Inc.同比增速更快（10.4% vs -0.8%），AMC Networks Inc.自由现金流更多（$40.4M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs -0.1%）
AMC网络公司是总部位于纽约市的美国独立大众传媒娱乐集团，旗下拥有AMC、BBC美国台、IFC、圣丹斯电视、We TV等多个有线频道，还经营纽约IFC中心艺术影院、独立电影公司、动漫版权发行商，以及AMC+、Acorn TV等多个付费订阅流媒体服务。
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。
AMCX vs RVLV — 直观对比
营收规模更大
AMCX
是对方的1.8倍
$324.4M
营收增速更快
RVLV
高出11.2%
-0.8%
净利率更高
RVLV
高出15.0%
-9.3%
自由现金流更多
AMCX
多$53.7M
$-13.3M
两年增速更快
RVLV
近两年复合增速
-0.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $594.8M | $324.4M |
| 净利润 | $-55.5M | $18.6M |
| 毛利率 | 49.7% | 53.3% |
| 营业利润率 | -8.6% | 6.3% |
| 净利率 | -9.3% | 5.7% |
| 营收同比 | -0.8% | 10.4% |
| 净利润同比 | 80.5% | 50.4% |
| 每股收益（稀释后） | $-0.97 | $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AMCXRVLV
| Q4 25 | $594.8M | $324.4M | ||
| Q3 25 | $561.7M | $295.6M | ||
| Q2 25 | $600.0M | $309.0M | ||
| Q1 25 | $555.2M | $296.7M | ||
| Q4 24 | $599.3M | $293.7M | ||
| Q3 24 | $599.6M | $283.1M | ||
| Q2 24 | $625.9M | $282.5M | ||
| Q1 24 | $596.5M | $270.6M |
净利润AMCXRVLV
| Q4 25 | $-55.5M | $18.6M | ||
| Q3 25 | $76.5M | $21.2M | ||
| Q2 25 | $50.3M | $10.2M | ||
| Q1 25 | $18.0M | $11.8M | ||
| Q4 24 | $-284.5M | $12.3M | ||
| Q3 24 | $41.4M | $11.0M | ||
| Q2 24 | $-29.2M | $15.4M | ||
| Q1 24 | $45.8M | $10.9M |
毛利率AMCXRVLV
| Q4 25 | 49.7% | 53.3% | ||
| Q3 25 | 48.2% | 54.6% | ||
| Q2 25 | 52.7% | 54.1% | ||
| Q1 25 | 51.8% | 52.0% | ||
| Q4 24 | 51.2% | 52.5% | ||
| Q3 24 | 52.0% | 51.2% | ||
| Q2 24 | 55.2% | 54.0% | ||
| Q1 24 | 54.5% | 52.3% |
营业利润率AMCXRVLV
| Q4 25 | -8.6% | 6.3% | ||
| Q3 25 | 9.9% | 7.1% | ||
| Q2 25 | 10.7% | 5.8% | ||
| Q1 25 | 11.6% | 5.0% | ||
| Q4 24 | -42.4% | 3.9% | ||
| Q3 24 | 15.6% | 5.0% | ||
| Q2 24 | 1.7% | 5.8% | ||
| Q1 24 | 18.5% | 3.4% |
净利率AMCXRVLV
| Q4 25 | -9.3% | 5.7% | ||
| Q3 25 | 13.6% | 7.2% | ||
| Q2 25 | 8.4% | 3.3% | ||
| Q1 25 | 3.3% | 4.0% | ||
| Q4 24 | -47.5% | 4.2% | ||
| Q3 24 | 6.9% | 3.9% | ||
| Q2 24 | -4.7% | 5.4% | ||
| Q1 24 | 7.7% | 4.0% |
每股收益（稀释后）AMCXRVLV
| Q4 25 | $-0.97 | $0.27 | ||
| Q3 25 | $1.38 | $0.29 | ||
| Q2 25 | $0.91 | $0.14 | ||
| Q1 25 | $0.34 | $0.16 | ||
| Q4 24 | $-6.23 | $0.18 | ||
| Q3 24 | $0.76 | $0.15 | ||
| Q2 24 | $-0.66 | $0.21 | ||
| Q1 24 | $1.03 | $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 | $502.4M | $292.3M |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $981.9M | $512.5M |
| 总资产 | $3.9B | $765.0M |
| 负债/权益比越低杠杆越低 | 1.78× | — |
8季度趋势，按日历期对齐
现金及短期投资AMCXRVLV
| Q4 25 | $502.4M | $292.3M | ||
| Q3 25 | $716.8M | $315.4M | ||
| Q2 25 | $866.4M | $310.7M | ||
| Q1 25 | $870.2M | $300.8M | ||
| Q4 24 | $784.6M | $256.6M | ||
| Q3 24 | $816.4M | $252.8M | ||
| Q2 24 | $802.6M | $244.7M | ||
| Q1 24 | $690.5M | $273.4M |
总债务AMCXRVLV
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.3B | — | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.3B | — |
股东权益AMCXRVLV
| Q4 25 | $981.9M | $512.5M | ||
| Q3 25 | $1.1B | $490.2M | ||
| Q2 25 | $971.7M | $468.6M | ||
| Q1 25 | $888.8M | $453.4M | ||
| Q4 24 | $855.6M | $437.8M | ||
| Q3 24 | $1.1B | $420.8M | ||
| Q2 24 | $1.1B | $405.8M | ||
| Q1 24 | $1.1B | $389.9M |
总资产AMCXRVLV
| Q4 25 | $3.9B | $765.0M | ||
| Q3 25 | $4.2B | $751.3M | ||
| Q2 25 | $4.4B | $722.9M | ||
| Q1 25 | $4.3B | $713.9M | ||
| Q4 24 | $4.4B | $665.5M | ||
| Q3 24 | $4.8B | $670.9M | ||
| Q2 24 | $4.9B | $657.8M | ||
| Q1 24 | $4.9B | $650.0M |
负债/权益比AMCXRVLV
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.82× | — | ||
| Q2 25 | 2.27× | — | ||
| Q1 25 | 2.62× | — | ||
| Q4 24 | 2.73× | — | ||
| Q3 24 | 2.10× | — | ||
| Q2 24 | 2.26× | — | ||
| Q1 24 | 2.17× | — |
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 | $49.2M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $40.4M | $-13.3M |
| 自由现金流率自由现金流/营收 | 6.8% | -4.1% |
| 资本支出强度资本支出/营收 | 1.5% | 1.0% |
| 现金转化率经营现金流/净利润 | — | -0.55× |
| 过去12个月自由现金流最近4个季度 | $272.4M | $48.0M |
8季度趋势，按日历期对齐
经营现金流AMCXRVLV
| Q4 25 | $49.2M | $-10.2M | ||
| Q3 25 | $44.8M | $11.8M | ||
| Q2 25 | $102.8M | $12.6M | ||
| Q1 25 | $108.8M | $45.1M | ||
| Q4 24 | $58.1M | $3.9M | ||
| Q3 24 | $62.2M | $9.1M | ||
| Q2 24 | $104.4M | $-24.7M | ||
| Q1 24 | $150.9M | $38.4M |
自由现金流AMCXRVLV
| Q4 25 | $40.4M | $-13.3M | ||
| Q3 25 | $42.0M | $7.5M | ||
| Q2 25 | $95.7M | $10.4M | ||
| Q1 25 | $94.2M | $43.4M | ||
| Q4 24 | $37.6M | $2.1M | ||
| Q3 24 | $53.9M | $8.0M | ||
| Q2 24 | $95.2M | $-25.7M | ||
| Q1 24 | $144.1M | $36.7M |
自由现金流率AMCXRVLV
| Q4 25 | 6.8% | -4.1% | ||
| Q3 25 | 7.5% | 2.5% | ||
| Q2 25 | 16.0% | 3.4% | ||
| Q1 25 | 17.0% | 14.6% | ||
| Q4 24 | 6.3% | 0.7% | ||
| Q3 24 | 9.0% | 2.8% | ||
| Q2 24 | 15.2% | -9.1% | ||
| Q1 24 | 24.2% | 13.5% |
资本支出强度AMCXRVLV
| Q4 25 | 1.5% | 1.0% | ||
| Q3 25 | 0.5% | 1.5% | ||
| Q2 25 | 1.2% | 0.7% | ||
| Q1 25 | 2.6% | 0.6% | ||
| Q4 24 | 3.4% | 0.6% | ||
| Q3 24 | 1.4% | 0.4% | ||
| Q2 24 | 1.5% | 0.4% | ||
| Q1 24 | 1.1% | 0.6% |
现金转化率AMCXRVLV
| Q4 25 | — | -0.55× | ||
| Q3 25 | 0.59× | 0.56× | ||
| Q2 25 | 2.04× | 1.24× | ||
| Q1 25 | 6.03× | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | 1.50× | 0.83× | ||
| Q2 24 | — | -1.60× | ||
| Q1 24 | 3.29× | 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
AMCX
| Subscription And Circulation | $314.8M | 53% |
| Advertising | $124.9M | 21% |
| Other | $79.1M | 13% |
| License | $74.8M | 13% |
| Related Party | $1.2M | 0% |
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% |
