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Bandwidth Inc.（BAND）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Bandwidth Inc.的1.6倍（$324.4M vs $208.8M），Revolve Group, Inc.净利率更高（5.7% vs 1.9%，领先3.8%），Bandwidth Inc.同比增速更快（20.1% vs 10.4%），Bandwidth Inc.自由现金流更多（$-1.0M vs $-13.3M），过去两年Bandwidth Inc.的营收复合增速更高（9.7% vs 9.5%）
Bandwidth Inc.是一家通信平台即服务提供商，依托自有全球IP语音网络，为客户提供语音、短信及应急服务相关的软件API产品，帮助开发者便捷集成通信功能，全球客户可借助其方案快速搭建符合需求的通信服务体系。
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。
BAND vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.6倍
$208.8M
营收增速更快
BAND
高出9.7%
10.4%
净利率更高
RVLV
高出3.8%
1.9%
自由现金流更多
BAND
多$12.3M
$-13.3M
两年增速更快
BAND
近两年复合增速
9.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $208.8M | $324.4M |
| 净利润 | $4.0M | $18.6M |
| 毛利率 | 37.3% | 53.3% |
| 营业利润率 | 60.5% | 6.3% |
| 净利率 | 1.9% | 5.7% |
| 营收同比 | 20.1% | 10.4% |
| 净利润同比 | 200.0% | 50.4% |
| 每股收益（稀释后） | $-0.08 | $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BANDRVLV
| Q1 26 | $208.8M | — | ||
| Q4 25 | $207.7M | $324.4M | ||
| Q3 25 | $191.9M | $295.6M | ||
| Q2 25 | $180.0M | $309.0M | ||
| Q1 25 | $174.2M | $296.7M | ||
| Q4 24 | $210.0M | $293.7M | ||
| Q3 24 | $193.9M | $283.1M | ||
| Q2 24 | $173.6M | $282.5M |
净利润BANDRVLV
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $18.6M | ||
| Q3 25 | $-1.2M | $21.2M | ||
| Q2 25 | $-4.9M | $10.2M | ||
| Q1 25 | $-3.7M | $11.8M | ||
| Q4 24 | — | $12.3M | ||
| Q3 24 | $413.0K | $11.0M | ||
| Q2 24 | $4.1M | $15.4M |
毛利率BANDRVLV
| Q1 26 | 37.3% | — | ||
| Q4 25 | 37.6% | 53.3% | ||
| Q3 25 | 38.5% | 54.6% | ||
| Q2 25 | 39.8% | 54.1% | ||
| Q1 25 | 41.0% | 52.0% | ||
| Q4 24 | 36.4% | 52.5% | ||
| Q3 24 | 37.7% | 51.2% | ||
| Q2 24 | 37.3% | 54.0% |
营业利润率BANDRVLV
| Q1 26 | 60.5% | — | ||
| Q4 25 | -1.9% | 6.3% | ||
| Q3 25 | -1.0% | 7.1% | ||
| Q2 25 | -2.1% | 5.8% | ||
| Q1 25 | -2.7% | 5.0% | ||
| Q4 24 | -1.3% | 3.9% | ||
| Q3 24 | -0.5% | 5.0% | ||
| Q2 24 | -3.5% | 5.8% |
净利率BANDRVLV
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 5.7% | ||
| Q3 25 | -0.6% | 7.2% | ||
| Q2 25 | -2.7% | 3.3% | ||
| Q1 25 | -2.1% | 4.0% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | 0.2% | 3.9% | ||
| Q2 24 | 2.3% | 5.4% |
每股收益（稀释后）BANDRVLV
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $-0.10 | $0.27 | ||
| Q3 25 | $-0.04 | $0.29 | ||
| Q2 25 | $-0.16 | $0.14 | ||
| Q1 25 | $-0.13 | $0.16 | ||
| Q4 24 | $0.27 | $0.18 | ||
| Q3 24 | $0.01 | $0.15 | ||
| Q2 24 | $-0.17 | $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 | $47.3M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $405.7M | $512.5M |
| 总资产 | $984.2M | $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BANDRVLV
| Q1 26 | $47.3M | — | ||
| Q4 25 | $111.3M | $292.3M | ||
| Q3 25 | $80.4M | $315.4M | ||
| Q2 25 | $68.1M | $310.7M | ||
| Q1 25 | $41.7M | $300.8M | ||
| Q4 24 | $83.8M | $256.6M | ||
| Q3 24 | $79.9M | $252.8M | ||
| Q2 24 | $76.4M | $244.7M |
股东权益BANDRVLV
| Q1 26 | $405.7M | — | ||
| Q4 25 | $400.0M | $512.5M | ||
| Q3 25 | $392.7M | $490.2M | ||
| Q2 25 | $384.5M | $468.6M | ||
| Q1 25 | $345.4M | $453.4M | ||
| Q4 24 | $312.5M | $437.8M | ||
| Q3 24 | $336.6M | $420.8M | ||
| Q2 24 | $307.4M | $405.8M |
总资产BANDRVLV
| Q1 26 | $984.2M | — | ||
| Q4 25 | $1.1B | $765.0M | ||
| Q3 25 | $1.0B | $751.3M | ||
| Q2 25 | $1.0B | $722.9M | ||
| Q1 25 | $964.4M | $713.9M | ||
| Q4 24 | $989.2M | $665.5M | ||
| Q3 24 | $1.0B | $670.9M | ||
| Q2 24 | $1.0B | $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 | — | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $-1.0M | $-13.3M |
| 自由现金流率自由现金流/营收 | -0.5% | -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 | — | -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BANDRVLV
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | $-10.2M | ||
| Q3 25 | $22.2M | $11.8M | ||
| Q2 25 | $31.7M | $12.6M | ||
| Q1 25 | $-3.1M | $45.1M | ||
| Q4 24 | $36.5M | $3.9M | ||
| Q3 24 | $20.5M | $9.1M | ||
| Q2 24 | $24.4M | $-24.7M |
自由现金流BANDRVLV
| Q1 26 | $-1.0M | — | ||
| Q4 25 | — | $-13.3M | ||
| Q3 25 | — | $7.5M | ||
| Q2 25 | — | $10.4M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | — | $8.0M | ||
| Q2 24 | — | $-25.7M |
自由现金流率BANDRVLV
| Q1 26 | -0.5% | — | ||
| Q4 25 | — | -4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | -9.1% |
资本支出强度BANDRVLV
| Q1 26 | — | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% |
现金转化率BANDRVLV
| Q1 26 | — | — | ||
| Q4 25 | — | -0.55× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | 49.55× | 0.83× | ||
| Q2 24 | 6.03× | -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
BAND
暂无分部数据
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% |
