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BLACKBAUD INC(BLKB)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BLACKBAUD INC的1.2倍($324.4M vs $281.1M),BLACKBAUD INC净利率更高(11.1% vs 5.7%,领先5.4%),Revolve Group, Inc.同比增速更快(10.4% vs 4.2%),BLACKBAUD INC自由现金流更多($37.0M vs $-13.3M),过去两年Revolve Group, Inc.的营收复合增速更高(9.5% vs -1.1%)
Blackbaud是全球知名的云服务提供商,专注为非营利组织、基金会、企业、教育机构、医疗机构、宗教团体及个人公益推动者提供技术支持,旗下产品覆盖筹款、网站管理、客户关系管理、数据分析、财务管理、票务系统、教育管理等多元场景。
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。
BLKB vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.2倍
$281.1M
营收增速更快
RVLV
高出6.3%
4.2%
净利率更高
BLKB
高出5.4%
5.7%
自由现金流更多
BLKB
多$50.3M
$-13.3M
两年增速更快
RVLV
近两年复合增速
-1.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $281.1M | $324.4M |
| 净利润 | $31.1M | $18.6M |
| 毛利率 | 59.2% | 53.3% |
| 营业利润率 | 18.3% | 6.3% |
| 净利率 | 11.1% | 5.7% |
| 营收同比 | 4.2% | 10.4% |
| 净利润同比 | 620.3% | 50.4% |
| 每股收益(稀释后) | $0.67 | $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
BLKB
RVLV
| Q1 26 | $281.1M | — | ||
| Q4 25 | $295.3M | $324.4M | ||
| Q3 25 | $281.1M | $295.6M | ||
| Q2 25 | $282.0M | $309.0M | ||
| Q1 25 | $269.9M | $296.7M | ||
| Q4 24 | $302.1M | $293.7M | ||
| Q3 24 | $286.6M | $283.1M | ||
| Q2 24 | $287.3M | $282.5M |
净利润
BLKB
RVLV
| Q1 26 | $31.1M | — | ||
| Q4 25 | $36.7M | $18.6M | ||
| Q3 25 | $47.5M | $21.2M | ||
| Q2 25 | $26.5M | $10.2M | ||
| Q1 25 | $4.3M | $11.8M | ||
| Q4 24 | $-346.4M | $12.3M | ||
| Q3 24 | $18.3M | $11.0M | ||
| Q2 24 | $21.2M | $15.4M |
毛利率
BLKB
RVLV
| Q1 26 | 59.2% | — | ||
| Q4 25 | 58.3% | 53.3% | ||
| Q3 25 | 59.6% | 54.6% | ||
| Q2 25 | 59.7% | 54.1% | ||
| Q1 25 | 57.5% | 52.0% | ||
| Q4 24 | 53.8% | 52.5% | ||
| Q3 24 | 54.9% | 51.2% | ||
| Q2 24 | 56.0% | 54.0% |
营业利润率
BLKB
RVLV
| Q1 26 | 18.3% | — | ||
| Q4 25 | 20.0% | 6.3% | ||
| Q3 25 | 19.4% | 7.1% | ||
| Q2 25 | 20.3% | 5.8% | ||
| Q1 25 | 7.3% | 5.0% | ||
| Q4 24 | -121.5% | 3.9% | ||
| Q3 24 | 14.4% | 5.0% | ||
| Q2 24 | 14.4% | 5.8% |
净利率
BLKB
RVLV
| Q1 26 | 11.1% | — | ||
| Q4 25 | 12.4% | 5.7% | ||
| Q3 25 | 16.9% | 7.2% | ||
| Q2 25 | 9.4% | 3.3% | ||
| Q1 25 | 1.6% | 4.0% | ||
| Q4 24 | -114.6% | 4.2% | ||
| Q3 24 | 6.4% | 3.9% | ||
| Q2 24 | 7.4% | 5.4% |
每股收益(稀释后)
BLKB
RVLV
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.75 | $0.27 | ||
| Q3 25 | $0.98 | $0.29 | ||
| Q2 25 | $0.55 | $0.14 | ||
| Q1 25 | $0.09 | $0.16 | ||
| Q4 24 | $-6.82 | $0.18 | ||
| Q3 24 | $0.35 | $0.15 | ||
| Q2 24 | $0.41 | $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 | $34.1M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $34.6M | $512.5M |
| 总资产 | $2.1B | $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
BLKB
RVLV
| Q1 26 | $34.1M | — | ||
| Q4 25 | $38.9M | $292.3M | ||
| Q3 25 | $38.3M | $315.4M | ||
| Q2 25 | $41.6M | $310.7M | ||
| Q1 25 | $37.2M | $300.8M | ||
| Q4 24 | $67.6M | $256.6M | ||
| Q3 24 | $34.6M | $252.8M | ||
| Q2 24 | $30.4M | $244.7M |
总债务
BLKB
RVLV
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — |
股东权益
BLKB
RVLV
| Q1 26 | $34.6M | — | ||
| Q4 25 | $85.1M | $512.5M | ||
| Q3 25 | $108.2M | $490.2M | ||
| Q2 25 | $72.7M | $468.6M | ||
| Q1 25 | $17.5M | $453.4M | ||
| Q4 24 | $126.8M | $437.8M | ||
| Q3 24 | $544.8M | $420.8M | ||
| Q2 24 | $577.5M | $405.8M |
总资产
BLKB
RVLV
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.4B | $765.0M | ||
| Q3 25 | $2.1B | $751.3M | ||
| Q2 25 | $2.6B | $722.9M | ||
| Q1 25 | $2.1B | $713.9M | ||
| Q4 24 | $2.5B | $665.5M | ||
| Q3 24 | $2.6B | $670.9M | ||
| Q2 24 | $3.0B | $657.8M |
负债/权益比
BLKB
RVLV
| Q1 26 | — | — | ||
| Q4 25 | 13.06× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 8.50× | — | ||
| Q3 24 | 1.84× | — | ||
| Q2 24 | 1.78× | — |
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 | $51.5M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $37.0M | $-13.3M |
| 自由现金流率自由现金流/营收 | 13.2% | -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 | 1.65× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $294.1M | $48.0M |
8季度趋势,按日历期对齐
经营现金流
BLKB
RVLV
| Q1 26 | $51.5M | — | ||
| Q4 25 | $58.0M | $-10.2M | ||
| Q3 25 | $139.2M | $11.8M | ||
| Q2 25 | $66.9M | $12.6M | ||
| Q1 25 | $1.4M | $45.1M | ||
| Q4 24 | $73.6M | $3.9M | ||
| Q3 24 | $104.0M | $9.1M | ||
| Q2 24 | $53.1M | $-24.7M |
自由现金流
BLKB
RVLV
| Q1 26 | $37.0M | — | ||
| Q4 25 | $55.0M | $-13.3M | ||
| Q3 25 | $135.7M | $7.5M | ||
| Q2 25 | $66.3M | $10.4M | ||
| Q1 25 | $712.0K | $43.4M | ||
| Q4 24 | $73.4M | $2.1M | ||
| Q3 24 | $102.9M | $8.0M | ||
| Q2 24 | $48.0M | $-25.7M |
自由现金流率
BLKB
RVLV
| Q1 26 | 13.2% | — | ||
| Q4 25 | 18.6% | -4.1% | ||
| Q3 25 | 48.3% | 2.5% | ||
| Q2 25 | 23.5% | 3.4% | ||
| Q1 25 | 0.3% | 14.6% | ||
| Q4 24 | 24.3% | 0.7% | ||
| Q3 24 | 35.9% | 2.8% | ||
| Q2 24 | 16.7% | -9.1% |
资本支出强度
BLKB
RVLV
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 1.0% | ||
| Q3 25 | 1.2% | 1.5% | ||
| Q2 25 | 0.2% | 0.7% | ||
| Q1 25 | 0.3% | 0.6% | ||
| Q4 24 | 0.1% | 0.6% | ||
| Q3 24 | 0.4% | 0.4% | ||
| Q2 24 | 1.8% | 0.4% |
现金转化率
BLKB
RVLV
| Q1 26 | 1.65× | — | ||
| Q4 25 | 1.58× | -0.55× | ||
| Q3 25 | 2.93× | 0.56× | ||
| Q2 25 | 2.53× | 1.24× | ||
| Q1 25 | 0.32× | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | 5.69× | 0.83× | ||
| Q2 24 | 2.50× | -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
BLKB
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% |