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AeroVironment Inc（AVAV）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
AeroVironment Inc的季度营收约是Revolve Group, Inc.的1.5倍（$472.5M vs $324.4M），Revolve Group, Inc.净利率更高（5.7% vs -3.6%，领先9.3%），AeroVironment Inc同比增速更快（181.9% vs 10.4%），Revolve Group, Inc.自由现金流更多（$-13.3M vs $-55.9M），过去两年AeroVironment Inc的营收复合增速更高（59.1% vs 9.5%）
AeroVironment是1971年由人力飞机设计师保罗·麦克里迪创立的美国国防科技企业，总部位于弗吉尼亚州阿灵顿，专注于自主系统、反无人机系统及航天系统的研发制造，为美国国防部及多国军方供应渡鸦、弹簧刀、黄蜂、美洲狮等系列中小型无人机产品。
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。
AVAV vs RVLV — 直观对比
营收规模更大
AVAV
是对方的1.5倍
$324.4M
营收增速更快
AVAV
高出171.4%
10.4%
净利率更高
RVLV
高出9.3%
-3.6%
自由现金流更多
RVLV
多$42.6M
$-55.9M
两年增速更快
AVAV
近两年复合增速
9.5%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $324.4M |
| 净利润 | $-17.1M | $18.6M |
| 毛利率 | 22.0% | 53.3% |
| 营业利润率 | -6.4% | 6.3% |
| 净利率 | -3.6% | 5.7% |
| 营收同比 | 181.9% | 10.4% |
| 净利润同比 | -875.1% | 50.4% |
| 每股收益（稀释后） | $-0.34 | $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AVAVRVLV
| Q4 25 | $472.5M | $324.4M | ||
| Q3 25 | $454.7M | $295.6M | ||
| Q2 25 | $275.1M | $309.0M | ||
| Q1 25 | $167.6M | $296.7M | ||
| Q4 24 | $188.5M | $293.7M | ||
| Q3 24 | $189.5M | $283.1M | ||
| Q2 24 | $197.0M | $282.5M | ||
| Q1 24 | $186.6M | $270.6M |
净利润AVAVRVLV
| Q4 25 | $-17.1M | $18.6M | ||
| Q3 25 | $-67.4M | $21.2M | ||
| Q2 25 | $16.7M | $10.2M | ||
| Q1 25 | $-1.8M | $11.8M | ||
| Q4 24 | $7.5M | $12.3M | ||
| Q3 24 | $21.2M | $11.0M | ||
| Q2 24 | $6.0M | $15.4M | ||
| Q1 24 | $13.9M | $10.9M |
毛利率AVAVRVLV
| Q4 25 | 22.0% | 53.3% | ||
| Q3 25 | 20.9% | 54.6% | ||
| Q2 25 | 36.5% | 54.1% | ||
| Q1 25 | 37.7% | 52.0% | ||
| Q4 24 | 39.1% | 52.5% | ||
| Q3 24 | 43.0% | 51.2% | ||
| Q2 24 | 38.4% | 54.0% | ||
| Q1 24 | 36.1% | 52.3% |
营业利润率AVAVRVLV
| Q4 25 | -6.4% | 6.3% | ||
| Q3 25 | -15.2% | 7.1% | ||
| Q2 25 | 5.0% | 5.8% | ||
| Q1 25 | -1.8% | 5.0% | ||
| Q4 24 | 3.7% | 3.9% | ||
| Q3 24 | 12.2% | 5.0% | ||
| Q2 24 | 3.0% | 5.8% | ||
| Q1 24 | 7.7% | 3.4% |
净利率AVAVRVLV
| Q4 25 | -3.6% | 5.7% | ||
| Q3 25 | -14.8% | 7.2% | ||
| Q2 25 | 6.1% | 3.3% | ||
| Q1 25 | -1.0% | 4.0% | ||
| Q4 24 | 4.0% | 4.2% | ||
| Q3 24 | 11.2% | 3.9% | ||
| Q2 24 | 3.1% | 5.4% | ||
| Q1 24 | 7.4% | 4.0% |
每股收益（稀释后）AVAVRVLV
| Q4 25 | $-0.34 | $0.27 | ||
| Q3 25 | $-1.44 | $0.29 | ||
| Q2 25 | $0.59 | $0.14 | ||
| Q1 25 | $-0.06 | $0.16 | ||
| Q4 24 | $0.27 | $0.18 | ||
| Q3 24 | $0.75 | $0.15 | ||
| Q2 24 | $0.18 | $0.21 | ||
| Q1 24 | $0.50 | $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 | $588.5M | $292.3M |
| 总债务越低越好 | $747.5M | — |
| 股东权益账面价值 | $4.4B | $512.5M |
| 总资产 | $5.6B | $765.0M |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资AVAVRVLV
| Q4 25 | $588.5M | $292.3M | ||
| Q3 25 | $685.8M | $315.4M | ||
| Q2 25 | $40.9M | $310.7M | ||
| Q1 25 | $47.0M | $300.8M | ||
| Q4 24 | $69.0M | $256.6M | ||
| Q3 24 | $81.2M | $252.8M | ||
| Q2 24 | $73.3M | $244.7M | ||
| Q1 24 | $107.7M | $273.4M |
总债务AVAVRVLV
| Q4 25 | $747.5M | — | ||
| Q3 25 | $747.5M | — | ||
| Q2 25 | $30.0M | — | ||
| Q1 25 | $25.0M | — | ||
| Q4 24 | $15.0M | — | ||
| Q3 24 | $17.5M | — | ||
| Q2 24 | $28.0M | — | ||
| Q1 24 | $40.0M | — |
股东权益AVAVRVLV
| Q4 25 | $4.4B | $512.5M | ||
| Q3 25 | $4.4B | $490.2M | ||
| Q2 25 | $886.5M | $468.6M | ||
| Q1 25 | $861.1M | $453.4M | ||
| Q4 24 | $858.4M | $437.8M | ||
| Q3 24 | $845.5M | $420.8M | ||
| Q2 24 | $822.7M | $405.8M | ||
| Q1 24 | $813.0M | $389.9M |
总资产AVAVRVLV
| Q4 25 | $5.6B | $765.0M | ||
| Q3 25 | $5.6B | $751.3M | ||
| Q2 25 | $1.1B | $722.9M | ||
| Q1 25 | $1.0B | $713.9M | ||
| Q4 24 | $1.0B | $665.5M | ||
| Q3 24 | $999.2M | $670.9M | ||
| Q2 24 | $1.0B | $657.8M | ||
| Q1 24 | $980.3M | $650.0M |
负债/权益比AVAVRVLV
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.03× | — | ||
| Q1 25 | 0.03× | — | ||
| Q4 24 | 0.02× | — | ||
| Q3 24 | 0.02× | — | ||
| Q2 24 | 0.03× | — | ||
| Q1 24 | 0.05× | — |
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 | $-45.1M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | $-13.3M |
| 自由现金流率自由现金流/营收 | -11.8% | -4.1% |
| 资本支出强度资本支出/营收 | 2.3% | 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 | $-240.7M | $48.0M |
8季度趋势，按日历期对齐
经营现金流AVAVRVLV
| Q4 25 | $-45.1M | $-10.2M | ||
| Q3 25 | $-123.7M | $11.8M | ||
| Q2 25 | $-264.0K | $12.6M | ||
| Q1 25 | $-25.8M | $45.1M | ||
| Q4 24 | $-3.6M | $3.9M | ||
| Q3 24 | $28.4M | $9.1M | ||
| Q2 24 | $-11.7M | $-24.7M | ||
| Q1 24 | $52.6M | $38.4M |
自由现金流AVAVRVLV
| Q4 25 | $-55.9M | $-13.3M | ||
| Q3 25 | $-146.5M | $7.5M | ||
| Q2 25 | $-8.8M | $10.4M | ||
| Q1 25 | $-29.6M | $43.4M | ||
| Q4 24 | $-8.7M | $2.1M | ||
| Q3 24 | $22.9M | $8.0M | ||
| Q2 24 | $-20.8M | $-25.7M | ||
| Q1 24 | $48.8M | $36.7M |
自由现金流率AVAVRVLV
| Q4 25 | -11.8% | -4.1% | ||
| Q3 25 | -32.2% | 2.5% | ||
| Q2 25 | -3.2% | 3.4% | ||
| Q1 25 | -17.7% | 14.6% | ||
| Q4 24 | -4.6% | 0.7% | ||
| Q3 24 | 12.1% | 2.8% | ||
| Q2 24 | -10.5% | -9.1% | ||
| Q1 24 | 26.1% | 13.5% |
资本支出强度AVAVRVLV
| Q4 25 | 2.3% | 1.0% | ||
| Q3 25 | 5.0% | 1.5% | ||
| Q2 25 | 3.1% | 0.7% | ||
| Q1 25 | 2.3% | 0.6% | ||
| Q4 24 | 2.7% | 0.6% | ||
| Q3 24 | 2.9% | 0.4% | ||
| Q2 24 | 4.6% | 0.4% | ||
| Q1 24 | 2.0% | 0.6% |
现金转化率AVAVRVLV
| Q4 25 | — | -0.55× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | -0.02× | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | -0.48× | 0.32× | ||
| Q3 24 | 1.34× | 0.83× | ||
| Q2 24 | -1.93× | -1.60× | ||
| Q1 24 | 3.79× | 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
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
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% |
