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APPIAN CORP（APPN）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
Revolve Group, Inc.的季度营收约是APPIAN CORP的1.6倍（$324.4M vs $202.9M），Revolve Group, Inc.净利率更高（5.7% vs -2.5%，领先8.2%），APPIAN CORP同比增速更快（21.7% vs 10.4%），APPIAN CORP自由现金流更多（$270.0K vs $-13.3M），过去两年APPIAN CORP的营收复合增速更高（16.4% vs 9.5%）
Appian是总部位于美国弗吉尼亚州麦克莱恩的云计算与企业软件厂商，身处杜勒斯科技走廊产业带。公司提供平台即服务（PaaS）产品，支持企业级软件开发，业务覆盖北美、欧洲、中东及东南亚市场，深耕低代码开发、流程挖掘、业务流程管理和案例管理领域。
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。
APPN vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.6倍
$202.9M
营收增速更快
APPN
高出11.3%
10.4%
净利率更高
RVLV
高出8.2%
-2.5%
自由现金流更多
APPN
多$13.6M
$-13.3M
两年增速更快
APPN
近两年复合增速
9.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $202.9M | $324.4M |
| 净利润 | $-5.1M | $18.6M |
| 毛利率 | 64.8% | 53.3% |
| 营业利润率 | -0.3% | 6.3% |
| 净利率 | -2.5% | 5.7% |
| 营收同比 | 21.7% | 10.4% |
| 净利润同比 | 62.6% | 50.4% |
| 每股收益（稀释后） | $-0.06 | $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APPNRVLV
| Q4 25 | $202.9M | $324.4M | ||
| Q3 25 | $187.0M | $295.6M | ||
| Q2 25 | $170.6M | $309.0M | ||
| Q1 25 | $166.4M | $296.7M | ||
| Q4 24 | $166.7M | $293.7M | ||
| Q3 24 | $154.1M | $283.1M | ||
| Q2 24 | $146.4M | $282.5M | ||
| Q1 24 | $149.8M | $270.6M |
净利润APPNRVLV
| Q4 25 | $-5.1M | $18.6M | ||
| Q3 25 | $7.8M | $21.2M | ||
| Q2 25 | $-312.0K | $10.2M | ||
| Q1 25 | $-1.2M | $11.8M | ||
| Q4 24 | $-13.6M | $12.3M | ||
| Q3 24 | $-2.1M | $11.0M | ||
| Q2 24 | $-43.6M | $15.4M | ||
| Q1 24 | $-32.9M | $10.9M |
毛利率APPNRVLV
| Q4 25 | 64.8% | 53.3% | ||
| Q3 25 | 75.8% | 54.6% | ||
| Q2 25 | 74.3% | 54.1% | ||
| Q1 25 | 76.6% | 52.0% | ||
| Q4 24 | 67.8% | 52.5% | ||
| Q3 24 | 75.9% | 51.2% | ||
| Q2 24 | 73.1% | 54.0% | ||
| Q1 24 | 74.6% | 52.3% |
营业利润率APPNRVLV
| Q4 25 | -0.3% | 6.3% | ||
| Q3 25 | 7.0% | 7.1% | ||
| Q2 25 | -6.4% | 5.8% | ||
| Q1 25 | -0.5% | 5.0% | ||
| Q4 24 | 3.0% | 3.9% | ||
| Q3 24 | -4.6% | 5.0% | ||
| Q2 24 | -26.8% | 5.8% | ||
| Q1 24 | -13.0% | 3.4% |
净利率APPNRVLV
| Q4 25 | -2.5% | 5.7% | ||
| Q3 25 | 4.2% | 7.2% | ||
| Q2 25 | -0.2% | 3.3% | ||
| Q1 25 | -0.7% | 4.0% | ||
| Q4 24 | -8.2% | 4.2% | ||
| Q3 24 | -1.4% | 3.9% | ||
| Q2 24 | -29.8% | 5.4% | ||
| Q1 24 | -22.0% | 4.0% |
每股收益（稀释后）APPNRVLV
| Q4 25 | $-0.06 | $0.27 | ||
| Q3 25 | $0.10 | $0.29 | ||
| Q2 25 | $0.00 | $0.14 | ||
| Q1 25 | $-0.02 | $0.16 | ||
| Q4 24 | $-0.18 | $0.18 | ||
| Q3 24 | $-0.03 | $0.15 | ||
| Q2 24 | $-0.60 | $0.21 | ||
| Q1 24 | $-0.45 | $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 | $187.2M | $292.3M |
| 总债务越低越好 | $240.8M | — |
| 股东权益账面价值 | $-47.0M | $512.5M |
| 总资产 | $691.4M | $765.0M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资APPNRVLV
| Q4 25 | $187.2M | $292.3M | ||
| Q3 25 | $191.6M | $315.4M | ||
| Q2 25 | $184.8M | $310.7M | ||
| Q1 25 | $199.7M | $300.8M | ||
| Q4 24 | $159.9M | $256.6M | ||
| Q3 24 | $99.2M | $252.8M | ||
| Q2 24 | $120.8M | $244.7M | ||
| Q1 24 | $170.1M | $273.4M |
总债务APPNRVLV
| Q4 25 | $240.8M | — | ||
| Q3 25 | $245.7M | — | ||
| Q2 25 | $245.6M | — | ||
| Q1 25 | $248.0M | — | ||
| Q4 24 | $250.4M | — | ||
| Q3 24 | $252.8M | — | ||
| Q2 24 | $254.0M | — | ||
| Q1 24 | $255.1M | — |
股东权益APPNRVLV
| Q4 25 | $-47.0M | $512.5M | ||
| Q3 25 | $-48.5M | $490.2M | ||
| Q2 25 | $-53.7M | $468.6M | ||
| Q1 25 | $-31.7M | $453.4M | ||
| Q4 24 | $-32.6M | $437.8M | ||
| Q3 24 | $-49.8M | $420.8M | ||
| Q2 24 | $-45.7M | $405.8M | ||
| Q1 24 | $-9.7M | $389.9M |
总资产APPNRVLV
| Q4 25 | $691.4M | $765.0M | ||
| Q3 25 | $611.7M | $751.3M | ||
| Q2 25 | $590.7M | $722.9M | ||
| Q1 25 | $592.9M | $713.9M | ||
| Q4 24 | $621.0M | $665.5M | ||
| Q3 24 | $549.9M | $670.9M | ||
| Q2 24 | $554.6M | $657.8M | ||
| Q1 24 | $595.4M | $650.0M |
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 | $1.1M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $270.0K | $-13.3M |
| 自由现金流率自由现金流/营收 | 0.1% | -4.1% |
| 资本支出强度资本支出/营收 | 0.4% | 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 | $59.6M | $48.0M |
8季度趋势，按日历期对齐
经营现金流APPNRVLV
| Q4 25 | $1.1M | $-10.2M | ||
| Q3 25 | $18.7M | $11.8M | ||
| Q2 25 | $-1.9M | $12.6M | ||
| Q1 25 | $45.0M | $45.1M | ||
| Q4 24 | $13.9M | $3.9M | ||
| Q3 24 | $-8.2M | $9.1M | ||
| Q2 24 | $-17.6M | $-24.7M | ||
| Q1 24 | $18.9M | $38.4M |
自由现金流APPNRVLV
| Q4 25 | $270.0K | $-13.3M | ||
| Q3 25 | $18.1M | $7.5M | ||
| Q2 25 | $-3.1M | $10.4M | ||
| Q1 25 | $44.3M | $43.4M | ||
| Q4 24 | $13.4M | $2.1M | ||
| Q3 24 | $-8.6M | $8.0M | ||
| Q2 24 | $-18.3M | $-25.7M | ||
| Q1 24 | $16.7M | $36.7M |
自由现金流率APPNRVLV
| Q4 25 | 0.1% | -4.1% | ||
| Q3 25 | 9.7% | 2.5% | ||
| Q2 25 | -1.8% | 3.4% | ||
| Q1 25 | 26.6% | 14.6% | ||
| Q4 24 | 8.0% | 0.7% | ||
| Q3 24 | -5.6% | 2.8% | ||
| Q2 24 | -12.5% | -9.1% | ||
| Q1 24 | 11.1% | 13.5% |
资本支出强度APPNRVLV
| Q4 25 | 0.4% | 1.0% | ||
| Q3 25 | 0.3% | 1.5% | ||
| Q2 25 | 0.7% | 0.7% | ||
| Q1 25 | 0.4% | 0.6% | ||
| Q4 24 | 0.3% | 0.6% | ||
| Q3 24 | 0.2% | 0.4% | ||
| Q2 24 | 0.5% | 0.4% | ||
| Q1 24 | 1.5% | 0.6% |
现金转化率APPNRVLV
| Q4 25 | — | -0.55× | ||
| Q3 25 | 2.39× | 0.56× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | -1.60× | ||
| Q1 24 | — | 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
APPN
| Subscriptions Software And Support | $162.3M | 80% |
| Professional Services | $40.6M | 20% |
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% |
