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亚玛芬体育（AS）与REV Group, Inc.（REVG）财务数据对比。点击上方公司名可切换其他公司
亚玛芬体育的季度营收约是REV Group, Inc.的1.6倍（$1.1B vs $664.4M），REV Group, Inc.净利率更高（4.3% vs 1.8%，领先2.5%），亚玛芬体育自由现金流更多（$92.2M vs $53.7M）
亚玛芬体育是芬兰跨国运动装备企业，总部位于赫尔辛基，成立于1950年。早年为涉足烟草贸易、航运、出版等领域的多元化工业集团，后逐步转型专注于体育用品的生产与营销，现有员工超9700人，2018年起成为中国安踏体育旗下子公司。
REV Group是一家美国智能语音转文字服务提供商，总部位于旧金山和奥斯汀，成立于2010年，核心业务涵盖隐藏字幕制作、多语言字幕翻译及文字转录服务，曾获《PC Magazine》2018年编辑选择奖，2019年获评该杂志最佳转录服务提供商。
AS vs REVG — 直观对比
营收规模更大
AS
是对方的1.6倍
$664.4M
净利率更高
REVG
高出2.5%
1.8%
自由现金流更多
AS
多$38.5M
$53.7M
损益表 — Q1 FY2024 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $664.4M |
| 净利润 | $19.0M | $28.9M |
| 毛利率 | 52.8% | 15.4% |
| 营业利润率 | 12.4% | 7.1% |
| 净利率 | 1.8% | 4.3% |
| 营收同比 | — | 11.1% |
| 净利润同比 | — | -30.7% |
| 每股收益（稀释后） | $0.05 | $0.57 |
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ASREVG
| Q4 25 | — | $664.4M | ||
| Q3 25 | — | $644.9M | ||
| Q2 25 | — | $629.1M | ||
| Q1 25 | — | $525.1M | ||
| Q4 24 | — | $597.9M | ||
| Q3 24 | — | $579.4M | ||
| Q2 24 | — | $616.9M | ||
| Q1 24 | $1.1B | $586.0M |
净利润ASREVG
| Q4 25 | — | $28.9M | ||
| Q3 25 | — | $29.1M | ||
| Q2 25 | — | $19.0M | ||
| Q1 25 | — | $18.2M | ||
| Q4 24 | — | $41.7M | ||
| Q3 24 | — | $18.0M | ||
| Q2 24 | — | $15.2M | ||
| Q1 24 | $19.0M | $182.7M |
毛利率ASREVG
| Q4 25 | — | 15.4% | ||
| Q3 25 | — | 15.8% | ||
| Q2 25 | — | 15.2% | ||
| Q1 25 | — | 13.3% | ||
| Q4 24 | — | 13.2% | ||
| Q3 24 | — | 13.5% | ||
| Q2 24 | — | 12.5% | ||
| Q1 24 | 52.8% | 10.7% |
营业利润率ASREVG
| Q4 25 | — | 7.1% | ||
| Q3 25 | — | 8.8% | ||
| Q2 25 | — | 7.9% | ||
| Q1 25 | — | 5.3% | ||
| Q4 24 | — | 5.8% | ||
| Q3 24 | — | 4.9% | ||
| Q2 24 | — | 3.7% | ||
| Q1 24 | 12.4% | -1.1% |
净利率ASREVG
| Q4 25 | — | 4.3% | ||
| Q3 25 | — | 4.5% | ||
| Q2 25 | — | 3.0% | ||
| Q1 25 | — | 3.5% | ||
| Q4 24 | — | 7.0% | ||
| Q3 24 | — | 3.1% | ||
| Q2 24 | — | 2.5% | ||
| Q1 24 | 1.8% | 31.2% |
每股收益（稀释后）ASREVG
| Q4 25 | — | $0.57 | ||
| Q3 25 | — | $0.59 | ||
| Q2 25 | — | $0.38 | ||
| Q1 25 | — | $0.35 | ||
| Q4 24 | — | $1.03 | ||
| Q3 24 | — | $0.35 | ||
| Q2 24 | — | $0.28 | ||
| Q1 24 | $0.05 | $3.06 |
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 | — | $34.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $416.3M |
| 总资产 | — | $1.2B |
| 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ASREVG
| Q4 25 | — | $34.7M | ||
| Q3 25 | — | $36.0M | ||
| Q2 25 | — | $28.8M | ||
| Q1 25 | — | $31.6M | ||
| Q4 24 | — | $24.6M | ||
| Q3 24 | — | $50.5M | ||
| Q2 24 | — | $38.2M | ||
| Q1 24 | — | $87.9M |
股东权益ASREVG
| Q4 25 | — | $416.3M | ||
| Q3 25 | — | $387.3M | ||
| Q2 25 | — | $357.8M | ||
| Q1 25 | — | $428.8M | ||
| Q4 24 | — | $435.1M | ||
| Q3 24 | — | $394.6M | ||
| Q2 24 | — | $379.7M | ||
| Q1 24 | — | $496.1M |
总资产ASREVG
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.3B | ||
| Q1 24 | — | $1.4B |
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 | $114.3M | $76.9M |
| 自由现金流经营现金流 - 资本支出 | $92.2M | $53.7M |
| 自由现金流率自由现金流/营收 | 8.8% | 8.1% |
| 资本支出强度资本支出/营收 | 2.1% | 3.5% |
| 现金转化率经营现金流/净利润 | 6.02× | 2.66× |
| 过去12个月自由现金流最近4个季度 | — | $190.0M |
8季度趋势，按日历期对齐
经营现金流ASREVG
| Q4 25 | — | $76.9M | ||
| Q3 25 | — | $60.3M | ||
| Q2 25 | — | $117.0M | ||
| Q1 25 | — | $-13.1M | ||
| Q4 24 | — | $68.6M | ||
| Q3 24 | — | $14.4M | ||
| Q2 24 | — | $40.1M | ||
| Q1 24 | $114.3M | $-69.7M |
自由现金流ASREVG
| Q4 25 | — | $53.7M | ||
| Q3 25 | — | $48.7M | ||
| Q2 25 | — | $105.6M | ||
| Q1 25 | — | $-18.0M | ||
| Q4 24 | — | $63.3M | ||
| Q3 24 | — | $8.5M | ||
| Q2 24 | — | $34.2M | ||
| Q1 24 | $92.2M | $-80.2M |
自由现金流率ASREVG
| Q4 25 | — | 8.1% | ||
| Q3 25 | — | 7.6% | ||
| Q2 25 | — | 16.8% | ||
| Q1 25 | — | -3.4% | ||
| Q4 24 | — | 10.6% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 5.5% | ||
| Q1 24 | 8.8% | -13.7% |
资本支出强度ASREVG
| Q4 25 | — | 3.5% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 0.9% | ||
| Q3 24 | — | 1.0% | ||
| Q2 24 | — | 1.0% | ||
| Q1 24 | 2.1% | 1.8% |
现金转化率ASREVG
| Q4 25 | — | 2.66× | ||
| Q3 25 | — | 2.07× | ||
| Q2 25 | — | 6.16× | ||
| Q1 25 | — | -0.72× | ||
| Q4 24 | — | 1.65× | ||
| Q3 24 | — | 0.80× | ||
| Q2 24 | — | 2.64× | ||
| Q1 24 | 6.02× | -0.38× |
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
AS
| Americas2 | $409.6M | 39% |
| EMEA1 | $356.9M | 34% |
| Greater China3 | $205.6M | 20% |
| Asia Pacific4 | $78.2M | 7% |
REVG
| Specialty Vehicles | $507.4M | 76% |
| Recreational Vehicles | $157.2M | 24% |
