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艾仕得（AXTA）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
艾仕得的季度营收约是Revvity的1.6倍（$1.3B vs $772.1M），Revvity净利率更高（12.7% vs 4.8%，领先8.0%），Revvity同比增速更快（5.9% vs -3.7%），艾仕得自由现金流更多（$286.0M vs $161.8M），过去两年Revvity的营收复合增速更高（9.0% vs -1.2%）
艾仕得是源自美国的专业涂料供应商，总部位于宾夕法尼亚州费城，注册地为百慕大。公司主营乘用车、商用车、工业场景及修补用途涂料的研发与生产，业务覆盖全球130个国家，拥有近1.3万名员工，服务超10万家客户。
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。
AXTA vs RVTY — 直观对比
营收规模更大
AXTA
是对方的1.6倍
$772.1M
营收增速更快
RVTY
高出9.6%
-3.7%
净利率更高
RVTY
高出8.0%
4.8%
自由现金流更多
AXTA
多$124.2M
$161.8M
两年增速更快
RVTY
近两年复合增速
-1.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $772.1M |
| 净利润 | $60.0M | $98.4M |
| 毛利率 | 33.4% | — |
| 营业利润率 | 12.8% | 14.5% |
| 净利率 | 4.8% | 12.7% |
| 营收同比 | -3.7% | 5.9% |
| 净利润同比 | -56.2% | 3.9% |
| 每股收益（稀释后） | $0.28 | $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AXTARVTY
| Q4 25 | $1.3B | $772.1M | ||
| Q3 25 | $1.3B | $698.9M | ||
| Q2 25 | $1.3B | $720.3M | ||
| Q1 25 | $1.3B | $664.8M | ||
| Q4 24 | $1.3B | $729.4M | ||
| Q3 24 | $1.3B | $684.0M | ||
| Q2 24 | $1.4B | $691.7M | ||
| Q1 24 | $1.3B | $649.9M |
净利润AXTARVTY
| Q4 25 | $60.0M | $98.4M | ||
| Q3 25 | $110.0M | $46.7M | ||
| Q2 25 | $109.0M | $53.9M | ||
| Q1 25 | $99.0M | $42.2M | ||
| Q4 24 | $137.0M | $94.6M | ||
| Q3 24 | $101.0M | $94.4M | ||
| Q2 24 | $112.0M | $55.4M | ||
| Q1 24 | $41.0M | $26.0M |
毛利率AXTARVTY
| Q4 25 | 33.4% | — | ||
| Q3 25 | 34.9% | 53.6% | ||
| Q2 25 | 35.0% | 54.5% | ||
| Q1 25 | 34.3% | 56.5% | ||
| Q4 24 | 34.1% | — | ||
| Q3 24 | 35.0% | 56.3% | ||
| Q2 24 | 34.0% | 55.7% | ||
| Q1 24 | 33.2% | 54.6% |
营业利润率AXTARVTY
| Q4 25 | 12.8% | 14.5% | ||
| Q3 25 | 15.8% | 11.7% | ||
| Q2 25 | 14.8% | 12.6% | ||
| Q1 25 | 13.9% | 10.9% | ||
| Q4 24 | 14.3% | 16.3% | ||
| Q3 24 | 14.6% | 14.3% | ||
| Q2 24 | 15.2% | 12.4% | ||
| Q1 24 | 9.4% | 6.8% |
净利率AXTARVTY
| Q4 25 | 4.8% | 12.7% | ||
| Q3 25 | 8.5% | 6.7% | ||
| Q2 25 | 8.4% | 7.5% | ||
| Q1 25 | 7.8% | 6.4% | ||
| Q4 24 | 10.5% | 13.0% | ||
| Q3 24 | 7.7% | 13.8% | ||
| Q2 24 | 8.3% | 8.0% | ||
| Q1 24 | 3.2% | 4.0% |
每股收益（稀释后）AXTARVTY
| Q4 25 | $0.28 | $0.86 | ||
| Q3 25 | $0.51 | $0.40 | ||
| Q2 25 | $0.50 | $0.46 | ||
| Q1 25 | $0.45 | $0.35 | ||
| Q4 24 | $0.63 | $0.77 | ||
| Q3 24 | $0.46 | $0.77 | ||
| Q2 24 | $0.51 | $0.45 | ||
| Q1 24 | $0.18 | $0.21 |
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 | $657.0M | $919.9M |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.3B | $7.3B |
| 总资产 | $7.6B | $12.2B |
| 负债/权益比越低杠杆越低 | 1.36× | — |
8季度趋势，按日历期对齐
现金及短期投资AXTARVTY
| Q4 25 | $657.0M | $919.9M | ||
| Q3 25 | $606.0M | $931.4M | ||
| Q2 25 | $625.0M | $991.8M | ||
| Q1 25 | $575.0M | $1.1B | ||
| Q4 24 | $593.0M | $1.2B | ||
| Q3 24 | $567.0M | $1.2B | ||
| Q2 24 | $840.0M | $2.0B | ||
| Q1 24 | $624.0M | $1.7B |
总债务AXTARVTY
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.4B | — | ||
| Q2 25 | $3.4B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.4B | — | ||
| Q3 24 | $3.5B | — | ||
| Q2 24 | $3.6B | — | ||
| Q1 24 | $3.4B | — |
股东权益AXTARVTY
| Q4 25 | $2.3B | $7.3B | ||
| Q3 25 | $2.3B | $7.4B | ||
| Q2 25 | $2.3B | $7.6B | ||
| Q1 25 | $2.1B | $7.6B | ||
| Q4 24 | $1.9B | $7.7B | ||
| Q3 24 | $1.9B | $7.9B | ||
| Q2 24 | $1.8B | $7.9B | ||
| Q1 24 | $1.7B | $7.8B |
总资产AXTARVTY
| Q4 25 | $7.6B | $12.2B | ||
| Q3 25 | $7.8B | $12.1B | ||
| Q2 25 | $7.8B | $12.4B | ||
| Q1 25 | $7.4B | $12.4B | ||
| Q4 24 | $7.2B | $12.4B | ||
| Q3 24 | $7.5B | $12.8B | ||
| Q2 24 | $7.3B | $13.4B | ||
| Q1 24 | $7.1B | $13.4B |
负债/权益比AXTARVTY
| Q4 25 | 1.36× | — | ||
| Q3 25 | 1.48× | — | ||
| Q2 25 | 1.50× | — | ||
| Q1 25 | 1.64× | — | ||
| Q4 24 | 1.78× | — | ||
| Q3 24 | 1.84× | — | ||
| Q2 24 | 2.02× | — | ||
| Q1 24 | 1.97× | — |
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 | $344.0M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $286.0M | $161.8M |
| 自由现金流率自由现金流/营收 | 22.7% | 21.0% |
| 资本支出强度资本支出/营收 | 4.6% | 2.6% |
| 现金转化率经营现金流/净利润 | 5.73× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $453.0M | $509.4M |
8季度趋势，按日历期对齐
经营现金流AXTARVTY
| Q4 25 | $344.0M | $182.0M | ||
| Q3 25 | $137.0M | $138.5M | ||
| Q2 25 | $142.0M | $134.3M | ||
| Q1 25 | $26.0M | $128.2M | ||
| Q4 24 | $234.0M | $174.2M | ||
| Q3 24 | $194.0M | $147.9M | ||
| Q2 24 | $114.0M | $158.6M | ||
| Q1 24 | $34.0M | $147.6M |
自由现金流AXTARVTY
| Q4 25 | $286.0M | $161.8M | ||
| Q3 25 | $87.0M | $120.0M | ||
| Q2 25 | $97.0M | $115.5M | ||
| Q1 25 | $-17.0M | $112.2M | ||
| Q4 24 | $172.0M | $149.8M | ||
| Q3 24 | $161.0M | $125.6M | ||
| Q2 24 | $91.0M | $136.6M | ||
| Q1 24 | $12.0M | $129.7M |
自由现金流率AXTARVTY
| Q4 25 | 22.7% | 21.0% | ||
| Q3 25 | 6.8% | 17.2% | ||
| Q2 25 | 7.4% | 16.0% | ||
| Q1 25 | -1.3% | 16.9% | ||
| Q4 24 | 13.1% | 20.5% | ||
| Q3 24 | 12.2% | 18.4% | ||
| Q2 24 | 6.7% | 19.7% | ||
| Q1 24 | 0.9% | 20.0% |
资本支出强度AXTARVTY
| Q4 25 | 4.6% | 2.6% | ||
| Q3 25 | 3.9% | 2.6% | ||
| Q2 25 | 3.4% | 2.6% | ||
| Q1 25 | 3.4% | 2.4% | ||
| Q4 24 | 4.7% | 3.4% | ||
| Q3 24 | 2.5% | 3.3% | ||
| Q2 24 | 1.7% | 3.2% | ||
| Q1 24 | 1.7% | 2.7% |
现金转化率AXTARVTY
| Q4 25 | 5.73× | 1.85× | ||
| Q3 25 | 1.25× | 2.97× | ||
| Q2 25 | 1.30× | 2.49× | ||
| Q1 25 | 0.26× | 3.03× | ||
| Q4 24 | 1.71× | 1.84× | ||
| Q3 24 | 1.92× | 1.57× | ||
| Q2 24 | 1.02× | 2.87× | ||
| Q1 24 | 0.83× | 5.67× |
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
AXTA
| Refinish | $509.0M | 40% |
| Light Vehicle | $372.0M | 29% |
| Industrial | $282.0M | 22% |
| Commercial Vehicle | $99.0M | 8% |
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% |
