vs
BankUnited, Inc.(BKU)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BankUnited, Inc.的1.1倍($324.4M vs $288.2M),Revolve Group, Inc.同比增速更快(10.4% vs 9.0%),过去两年Revolve Group, Inc.的营收复合增速更高(9.5% vs 9.2%)
BankUnited, Inc.是美国国民银行BankUnited, N.A.的控股公司,成立于1984年,总部位于佛罗里达州迈阿密莱克斯。业务覆盖佛罗里达州、佐治亚州亚特兰大及周边、得克萨斯州达拉斯、新泽西州莫里斯敦、北卡罗来纳州夏洛特,以及纽约大都会区,还通过全国性平台提供部分商业贷款和存款产品,截至2025年12月31日总资产达350亿美元。
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。
BKU vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.1倍
$288.2M
营收增速更快
RVLV
高出1.5%
9.0%
两年增速更快
RVLV
近两年复合增速
9.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $288.2M | $324.4M |
| 净利润 | — | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | 31.2% | 6.3% |
| 净利率 | — | 5.7% |
| 营收同比 | 9.0% | 10.4% |
| 净利润同比 | — | 50.4% |
| 每股收益(稀释后) | $0.89 | $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
BKU
RVLV
| Q4 25 | $288.2M | $324.4M | ||
| Q3 25 | $275.7M | $295.6M | ||
| Q2 25 | $273.9M | $309.0M | ||
| Q1 25 | $255.4M | $296.7M | ||
| Q4 24 | $264.5M | $293.7M | ||
| Q3 24 | $257.0M | $283.1M | ||
| Q2 24 | $250.2M | $282.5M | ||
| Q1 24 | $241.7M | $270.6M |
净利润
BKU
RVLV
| Q4 25 | — | $18.6M | ||
| Q3 25 | $71.9M | $21.2M | ||
| Q2 25 | $68.8M | $10.2M | ||
| Q1 25 | $58.5M | $11.8M | ||
| Q4 24 | — | $12.3M | ||
| Q3 24 | $61.5M | $11.0M | ||
| Q2 24 | $53.7M | $15.4M | ||
| Q1 24 | $48.0M | $10.9M |
毛利率
BKU
RVLV
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% | ||
| Q1 24 | — | 52.3% |
营业利润率
BKU
RVLV
| Q4 25 | 31.2% | 6.3% | ||
| Q3 25 | 35.5% | 7.1% | ||
| Q2 25 | 34.3% | 5.8% | ||
| Q1 25 | 31.4% | 5.0% | ||
| Q4 24 | 35.2% | 3.9% | ||
| Q3 24 | 32.4% | 5.0% | ||
| Q2 24 | 29.2% | 5.8% | ||
| Q1 24 | 27.8% | 3.4% |
净利率
BKU
RVLV
| Q4 25 | — | 5.7% | ||
| Q3 25 | 26.1% | 7.2% | ||
| Q2 25 | 25.1% | 3.3% | ||
| Q1 25 | 22.9% | 4.0% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | 23.9% | 3.9% | ||
| Q2 24 | 21.5% | 5.4% | ||
| Q1 24 | 19.8% | 4.0% |
每股收益(稀释后)
BKU
RVLV
| Q4 25 | $0.89 | $0.27 | ||
| Q3 25 | $0.95 | $0.29 | ||
| Q2 25 | $0.91 | $0.14 | ||
| Q1 25 | $0.78 | $0.16 | ||
| Q4 24 | $0.91 | $0.18 | ||
| Q3 24 | $0.81 | $0.15 | ||
| Q2 24 | $0.72 | $0.21 | ||
| Q1 24 | $0.64 | $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 | $217.8M | $292.3M |
| 总债务越低越好 | $319.7M | — |
| 股东权益账面价值 | $3.1B | $512.5M |
| 总资产 | $35.0B | $765.0M |
| 负债/权益比越低杠杆越低 | 0.10× | — |
8季度趋势,按日历期对齐
现金及短期投资
BKU
RVLV
| Q4 25 | $217.8M | $292.3M | ||
| Q3 25 | $559.5M | $315.4M | ||
| Q2 25 | $801.3M | $310.7M | ||
| Q1 25 | $443.7M | $300.8M | ||
| Q4 24 | $491.1M | $256.6M | ||
| Q3 24 | $889.9M | $252.8M | ||
| Q2 24 | $433.5M | $244.7M | ||
| Q1 24 | $421.2M | $273.4M |
总债务
BKU
RVLV
| Q4 25 | $319.7M | — | ||
| Q3 25 | $320.4M | — | ||
| Q2 25 | $708.9M | — | ||
| Q1 25 | $709.1M | — | ||
| Q4 24 | $708.6M | — | ||
| Q3 24 | $708.7M | — | ||
| Q2 24 | $708.8M | — | ||
| Q1 24 | $709.0M | — |
股东权益
BKU
RVLV
| Q4 25 | $3.1B | $512.5M | ||
| Q3 25 | $3.0B | $490.2M | ||
| Q2 25 | $3.0B | $468.6M | ||
| Q1 25 | $2.9B | $453.4M | ||
| Q4 24 | $2.8B | $437.8M | ||
| Q3 24 | $2.8B | $420.8M | ||
| Q2 24 | $2.7B | $405.8M | ||
| Q1 24 | $2.6B | $389.9M |
总资产
BKU
RVLV
| Q4 25 | $35.0B | $765.0M | ||
| Q3 25 | $35.1B | $751.3M | ||
| Q2 25 | $35.5B | $722.9M | ||
| Q1 25 | $34.8B | $713.9M | ||
| Q4 24 | $35.2B | $665.5M | ||
| Q3 24 | $35.8B | $670.9M | ||
| Q2 24 | $35.4B | $657.8M | ||
| Q1 24 | $35.1B | $650.0M |
负债/权益比
BKU
RVLV
| Q4 25 | 0.10× | — | ||
| Q3 25 | 0.11× | — | ||
| Q2 25 | 0.24× | — | ||
| Q1 25 | 0.24× | — | ||
| Q4 24 | 0.25× | — | ||
| Q3 24 | 0.25× | — | ||
| Q2 24 | 0.26× | — | ||
| Q1 24 | 0.27× | — |
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 | $358.6M | $-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 | — | -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
BKU
RVLV
| Q4 25 | $358.6M | $-10.2M | ||
| Q3 25 | $99.7M | $11.8M | ||
| Q2 25 | $117.6M | $12.6M | ||
| Q1 25 | $16.4M | $45.1M | ||
| Q4 24 | $433.8M | $3.9M | ||
| Q3 24 | $46.1M | $9.1M | ||
| Q2 24 | $135.7M | $-24.7M | ||
| Q1 24 | $66.5M | $38.4M |
自由现金流
BKU
RVLV
| 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 | ||
| Q1 24 | — | $36.7M |
自由现金流率
BKU
RVLV
| 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% | ||
| Q1 24 | — | 13.5% |
资本支出强度
BKU
RVLV
| 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% | ||
| Q1 24 | — | 0.6% |
现金转化率
BKU
RVLV
| Q4 25 | — | -0.55× | ||
| Q3 25 | 1.39× | 0.56× | ||
| Q2 25 | 1.71× | 1.24× | ||
| Q1 25 | 0.28× | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | 0.75× | 0.83× | ||
| Q2 24 | 2.53× | -1.60× | ||
| Q1 24 | 1.39× | 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
BKU
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% |