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A.O.史密斯（AOS）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
A.O.史密斯的季度营收约是Revvity的1.2倍（$945.6M vs $772.1M），Revvity净利率更高（12.7% vs 12.5%，领先0.3%），Revvity同比增速更快（5.9% vs -2.0%），Revvity自由现金流更多（$161.8M vs $118.9M），过去两年Revvity的营收复合增速更高（9.0% vs -3.9%）
A.O.史密斯是美国知名的家用及商用热水器、锅炉生产商，也是北美规模最大的热水器制造销售商，在亚洲市场还供应水处理和净化产品。公司在全球共有27个站点，包括北美5座生产基地，以及位于印度班加罗尔、中国南京、荷兰费尔德霍芬的工厂。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
AOS vs RVTY — 直观对比
营收规模更大
AOS
是对方的1.2倍
$772.1M
营收增速更快
RVTY
高出7.9%
-2.0%
净利率更高
RVTY
高出0.3%
12.5%
自由现金流更多
RVTY
多$42.9M
$118.9M
两年增速更快
RVTY
近两年复合增速
-3.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $945.6M | $772.1M |
| 净利润 | $118.0M | $98.4M |
| 毛利率 | 38.7% | — |
| 营业利润率 | — | 14.5% |
| 净利率 | 12.5% | 12.7% |
| 营收同比 | -2.0% | 5.9% |
| 净利润同比 | -14.0% | 3.9% |
| 每股收益（稀释后） | $0.85 | $0.86 |
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AOSRVTY
| Q1 26 | $945.6M | — | ||
| Q4 25 | $912.5M | $772.1M | ||
| Q3 25 | $942.5M | $698.9M | ||
| Q2 25 | $1.0B | $720.3M | ||
| Q1 25 | $963.9M | $664.8M | ||
| Q4 24 | $912.4M | $729.4M | ||
| Q3 24 | $902.6M | $684.0M | ||
| Q2 24 | $1.0B | $691.7M |
净利润AOSRVTY
| Q1 26 | $118.0M | — | ||
| Q4 25 | $125.4M | $98.4M | ||
| Q3 25 | $132.0M | $46.7M | ||
| Q2 25 | $152.2M | $53.9M | ||
| Q1 25 | $136.6M | $42.2M | ||
| Q4 24 | $109.7M | $94.6M | ||
| Q3 24 | $120.1M | $94.4M | ||
| Q2 24 | $156.2M | $55.4M |
毛利率AOSRVTY
| Q1 26 | 38.7% | — | ||
| Q4 25 | 38.4% | — | ||
| Q3 25 | 38.7% | 53.6% | ||
| Q2 25 | 39.3% | 54.5% | ||
| Q1 25 | 38.9% | 56.5% | ||
| Q4 24 | 37.1% | — | ||
| Q3 24 | 37.4% | 56.3% | ||
| Q2 24 | 38.7% | 55.7% |
营业利润率AOSRVTY
| Q1 26 | — | — | ||
| Q4 25 | 17.9% | 14.5% | ||
| Q3 25 | 18.6% | 11.7% | ||
| Q2 25 | 20.4% | 12.6% | ||
| Q1 25 | 19.1% | 10.9% | ||
| Q4 24 | 10.1% | 16.3% | ||
| Q3 24 | 19.5% | 14.3% | ||
| Q2 24 | 21.9% | 12.4% |
净利率AOSRVTY
| Q1 26 | 12.5% | — | ||
| Q4 25 | 13.7% | 12.7% | ||
| Q3 25 | 14.0% | 6.7% | ||
| Q2 25 | 15.0% | 7.5% | ||
| Q1 25 | 14.2% | 6.4% | ||
| Q4 24 | 12.0% | 13.0% | ||
| Q3 24 | 13.3% | 13.8% | ||
| Q2 24 | 15.2% | 8.0% |
每股收益（稀释后）AOSRVTY
| Q1 26 | $0.85 | — | ||
| Q4 25 | $0.89 | $0.86 | ||
| Q3 25 | $0.94 | $0.40 | ||
| Q2 25 | $1.07 | $0.46 | ||
| Q1 25 | $0.95 | $0.35 | ||
| Q4 24 | $0.75 | $0.77 | ||
| Q3 24 | $0.82 | $0.77 | ||
| Q2 24 | $1.06 | $0.45 |
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 | $185.2M | $919.9M |
| 总债务越低越好 | $574.2M | — |
| 股东权益账面价值 | $1.9B | $7.3B |
| 总资产 | $3.7B | $12.2B |
| 负债/权益比越低杠杆越低 | 0.31× | — |
8季度趋势，按日历期对齐
现金及短期投资AOSRVTY
| Q1 26 | $185.2M | — | ||
| Q4 25 | $193.2M | $919.9M | ||
| Q3 25 | $172.8M | $931.4M | ||
| Q2 25 | $177.9M | $991.8M | ||
| Q1 25 | $200.2M | $1.1B | ||
| Q4 24 | $276.1M | $1.2B | ||
| Q3 24 | $255.6M | $1.2B | ||
| Q2 24 | $233.3M | $2.0B |
总债务AOSRVTY
| Q1 26 | $574.2M | — | ||
| Q4 25 | $155.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $193.2M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AOSRVTY
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.9B | $7.3B | ||
| Q3 25 | $1.8B | $7.4B | ||
| Q2 25 | $1.8B | $7.6B | ||
| Q1 25 | $1.9B | $7.6B | ||
| Q4 24 | $1.9B | $7.7B | ||
| Q3 24 | $1.9B | $7.9B | ||
| Q2 24 | $1.9B | $7.9B |
总资产AOSRVTY
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.1B | $12.2B | ||
| Q3 25 | $3.2B | $12.1B | ||
| Q2 25 | $3.2B | $12.4B | ||
| Q1 25 | $3.3B | $12.4B | ||
| Q4 24 | $3.2B | $12.4B | ||
| Q3 24 | $3.2B | $12.8B | ||
| Q2 24 | $3.2B | $13.4B |
负债/权益比AOSRVTY
| Q1 26 | 0.31× | — | ||
| Q4 25 | 0.08× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.10× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $118.9M | $161.8M |
| 自由现金流率自由现金流/营收 | 12.6% | 21.0% |
| 资本支出强度资本支出/营收 | 1.1% | 2.6% |
| 现金转化率经营现金流/净利润 | — | 1.85× |
| 过去12个月自由现金流最近4个季度 | $647.5M | $509.4M |
8季度趋势，按日历期对齐
经营现金流AOSRVTY
| Q1 26 | — | — | ||
| Q4 25 | $183.1M | $182.0M | ||
| Q3 25 | $255.4M | $138.5M | ||
| Q2 25 | $139.6M | $134.3M | ||
| Q1 25 | $38.7M | $128.2M | ||
| Q4 24 | $221.9M | $174.2M | ||
| Q3 24 | $195.9M | $147.9M | ||
| Q2 24 | $57.4M | $158.6M |
自由现金流AOSRVTY
| Q1 26 | $118.9M | — | ||
| Q4 25 | $165.5M | $161.8M | ||
| Q3 25 | $240.6M | $120.0M | ||
| Q2 25 | $122.5M | $115.5M | ||
| Q1 25 | $17.4M | $112.2M | ||
| Q4 24 | $191.3M | $149.8M | ||
| Q3 24 | $163.4M | $125.6M | ||
| Q2 24 | $34.5M | $136.6M |
自由现金流率AOSRVTY
| Q1 26 | 12.6% | — | ||
| Q4 25 | 18.1% | 21.0% | ||
| Q3 25 | 25.5% | 17.2% | ||
| Q2 25 | 12.1% | 16.0% | ||
| Q1 25 | 1.8% | 16.9% | ||
| Q4 24 | 21.0% | 20.5% | ||
| Q3 24 | 18.1% | 18.4% | ||
| Q2 24 | 3.4% | 19.7% |
资本支出强度AOSRVTY
| Q1 26 | 1.1% | — | ||
| Q4 25 | 1.9% | 2.6% | ||
| Q3 25 | 1.6% | 2.6% | ||
| Q2 25 | 1.7% | 2.6% | ||
| Q1 25 | 2.2% | 2.4% | ||
| Q4 24 | 3.4% | 3.4% | ||
| Q3 24 | 3.6% | 3.3% | ||
| Q2 24 | 2.2% | 3.2% |
现金转化率AOSRVTY
| Q1 26 | — | — | ||
| Q4 25 | 1.46× | 1.85× | ||
| Q3 25 | 1.93× | 2.97× | ||
| Q2 25 | 0.92× | 2.49× | ||
| Q1 25 | 0.28× | 3.03× | ||
| Q4 24 | 2.02× | 1.84× | ||
| Q3 24 | 1.63× | 1.57× | ||
| Q2 24 | 0.37× | 2.87× |
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
AOS
暂无分部数据
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% |
