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AZZ INC（AZZ）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
AZZ INC的季度营收约是Revolve Group, Inc.的1.2倍（$385.1M vs $324.4M），Revolve Group, Inc.净利率更高（5.7% vs 4.1%，领先1.6%），Revolve Group, Inc.同比增速更快（10.4% vs 9.4%），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs -3.5%）
AZZ公司是全球领先的金属防护解决方案供应商，主营热浸镀锌、表面涂层处理服务及特种电气、工业零部件，主要服务于北美及其他核心国际市场的建筑、能源、基建、制造等下游领域。
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。
AZZ vs RVLV — 直观对比
营收规模更大
AZZ
是对方的1.2倍
$324.4M
营收增速更快
RVLV
高出1.0%
9.4%
净利率更高
RVLV
高出1.6%
4.1%
两年增速更快
RVLV
近两年复合增速
-3.5%
损益表 — Q4 FY2027 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $324.4M |
| 净利润 | $15.9M | $18.6M |
| 毛利率 | 22.7% | 53.3% |
| 营业利润率 | 14.8% | 6.3% |
| 净利率 | 4.1% | 5.7% |
| 营收同比 | 9.4% | 10.4% |
| 净利润同比 | 146.3% | 50.4% |
| 每股收益（稀释后） | $0.53 | $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AZZRVLV
| Q4 26 | $385.1M | — | ||
| Q4 25 | $425.7M | $324.4M | ||
| Q3 25 | $417.3M | $295.6M | ||
| Q2 25 | $422.0M | $309.0M | ||
| Q1 25 | $351.9M | $296.7M | ||
| Q4 24 | $403.7M | $293.7M | ||
| Q3 24 | $409.0M | $283.1M | ||
| Q2 24 | $413.2M | $282.5M |
净利润AZZRVLV
| Q4 26 | $15.9M | — | ||
| Q4 25 | $41.1M | $18.6M | ||
| Q3 25 | $89.3M | $21.2M | ||
| Q2 25 | $170.9M | $10.2M | ||
| Q1 25 | $20.2M | $11.8M | ||
| Q4 24 | $33.6M | $12.3M | ||
| Q3 24 | $35.4M | $11.0M | ||
| Q2 24 | $39.6M | $15.4M |
毛利率AZZRVLV
| Q4 26 | 22.7% | — | ||
| Q4 25 | 23.9% | 53.3% | ||
| Q3 25 | 24.3% | 54.6% | ||
| Q2 25 | 24.7% | 54.1% | ||
| Q1 25 | 22.4% | 52.0% | ||
| Q4 24 | 24.2% | 52.5% | ||
| Q3 24 | 25.3% | 51.2% | ||
| Q2 24 | 24.8% | 54.0% |
营业利润率AZZRVLV
| Q4 26 | 14.8% | — | ||
| Q4 25 | 16.3% | 6.3% | ||
| Q3 25 | 16.4% | 7.1% | ||
| Q2 25 | 16.5% | 5.8% | ||
| Q1 25 | 11.5% | 5.0% | ||
| Q4 24 | 14.5% | 3.9% | ||
| Q3 24 | 16.5% | 5.0% | ||
| Q2 24 | 16.9% | 5.8% |
净利率AZZRVLV
| Q4 26 | 4.1% | — | ||
| Q4 25 | 9.6% | 5.7% | ||
| Q3 25 | 21.4% | 7.2% | ||
| Q2 25 | 40.5% | 3.3% | ||
| Q1 25 | 5.7% | 4.0% | ||
| Q4 24 | 8.3% | 4.2% | ||
| Q3 24 | 8.7% | 3.9% | ||
| Q2 24 | 9.6% | 5.4% |
每股收益（稀释后）AZZRVLV
| Q4 26 | $0.53 | — | ||
| Q4 25 | $1.36 | $0.27 | ||
| Q3 25 | $2.95 | $0.29 | ||
| Q2 25 | $5.66 | $0.14 | ||
| Q1 25 | $0.87 | $0.16 | ||
| Q4 24 | $1.12 | $0.18 | ||
| Q3 24 | $1.18 | $0.15 | ||
| Q2 24 | $-1.38 | $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 | — | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $512.5M |
| 总资产 | $2.2B | $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AZZRVLV
| Q4 26 | — | — | ||
| Q4 25 | $623.0K | $292.3M | ||
| Q3 25 | $897.0K | $315.4M | ||
| Q2 25 | $3.0M | $310.7M | ||
| Q1 25 | $1.5M | $300.8M | ||
| Q4 24 | $1.5M | $256.6M | ||
| Q3 24 | $2.2M | $252.8M | ||
| Q2 24 | $10.5M | $244.7M |
股东权益AZZRVLV
| Q4 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $512.5M | ||
| Q3 25 | $1.3B | $490.2M | ||
| Q2 25 | $1.2B | $468.6M | ||
| Q1 25 | $1.0B | $453.4M | ||
| Q4 24 | $1.0B | $437.8M | ||
| Q3 24 | $999.8M | $420.8M | ||
| Q2 24 | $967.2M | $405.8M |
总资产AZZRVLV
| Q4 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $765.0M | ||
| Q3 25 | $2.2B | $751.3M | ||
| Q2 25 | $2.2B | $722.9M | ||
| Q1 25 | $2.2B | $713.9M | ||
| Q4 24 | $2.2B | $665.5M | ||
| Q3 24 | $2.2B | $670.9M | ||
| Q2 24 | $2.2B | $657.8M |
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 | $525.4M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-13.3M |
| 自由现金流率自由现金流/营收 | — | -4.1% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | 32.98× | -0.55× |
| 过去12个月自由现金流最近4个季度 | — | $48.0M |
8季度趋势，按日历期对齐
经营现金流AZZRVLV
| Q4 26 | $525.4M | — | ||
| Q4 25 | $79.7M | $-10.2M | ||
| Q3 25 | $58.4M | $11.8M | ||
| Q2 25 | $314.8M | $12.6M | ||
| Q1 25 | — | $45.1M | ||
| Q4 24 | $66.2M | $3.9M | ||
| Q3 24 | $47.5M | $9.1M | ||
| Q2 24 | $71.9M | $-24.7M |
自由现金流AZZRVLV
| Q4 26 | — | — | ||
| Q4 25 | $61.2M | $-13.3M | ||
| Q3 25 | $39.1M | $7.5M | ||
| Q2 25 | $293.9M | $10.4M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | $39.7M | $2.1M | ||
| Q3 24 | $15.4M | $8.0M | ||
| Q2 24 | $44.5M | $-25.7M |
自由现金流率AZZRVLV
| Q4 26 | — | — | ||
| Q4 25 | 14.4% | -4.1% | ||
| Q3 25 | 9.4% | 2.5% | ||
| Q2 25 | 69.6% | 3.4% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | 9.8% | 0.7% | ||
| Q3 24 | 3.8% | 2.8% | ||
| Q2 24 | 10.8% | -9.1% |
资本支出强度AZZRVLV
| Q4 26 | — | — | ||
| Q4 25 | 4.4% | 1.0% | ||
| Q3 25 | 4.6% | 1.5% | ||
| Q2 25 | 5.0% | 0.7% | ||
| Q1 25 | 8.5% | 0.6% | ||
| Q4 24 | 6.6% | 0.6% | ||
| Q3 24 | 7.8% | 0.4% | ||
| Q2 24 | 6.6% | 0.4% |
现金转化率AZZRVLV
| Q4 26 | 32.98× | — | ||
| Q4 25 | 1.94× | -0.55× | ||
| Q3 25 | 0.65× | 0.56× | ||
| Q2 25 | 1.84× | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | 1.97× | 0.32× | ||
| Q3 24 | 1.34× | 0.83× | ||
| Q2 24 | 1.82× | -1.60× |
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
AZZ
| Precoat Metals | $198.6M | 52% |
| Metal Coatings | $186.5M | 48% |
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% |
