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BADGER METER INC（BMI）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BADGER METER INC的1.4倍（$324.4M vs $234.1M），BADGER METER INC净利率更高（14.3% vs 5.7%，领先8.6%），BADGER METER INC同比增速更快（14.1% vs 10.4%），BADGER METER INC自由现金流更多（$50.8M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs 9.2%）
Badger Meter Inc是全球领先的流量测量与控制解决方案供应商，主要服务水务企业、工业、商业及住宅客户群体，核心产品包括智能水表、物联网使用监测系统及配套软件，可帮助客户追踪资源消耗、减少浪费、提升运营效率，核心市场覆盖北美、欧洲及亚太地区。
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。
BMI vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.4倍
$234.1M
营收增速更快
BMI
高出3.7%
10.4%
净利率更高
BMI
高出8.6%
5.7%
自由现金流更多
BMI
多$64.1M
$-13.3M
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 | $234.1M | $324.4M |
| 净利润 | $33.6M | $18.6M |
| 毛利率 | 39.7% | 53.3% |
| 营业利润率 | 18.4% | 6.3% |
| 净利率 | 14.3% | 5.7% |
| 营收同比 | 14.1% | 10.4% |
| 净利润同比 | 9.3% | 50.4% |
| 每股收益（稀释后） | $1.13 | $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BMIRVLV
| Q4 25 | $234.1M | $324.4M | ||
| Q3 25 | $222.2M | $295.6M | ||
| Q2 25 | $238.1M | $309.0M | ||
| Q1 25 | $222.2M | $296.7M | ||
| Q4 24 | $205.2M | $293.7M | ||
| Q3 24 | $208.4M | $283.1M | ||
| Q2 24 | $216.7M | $282.5M | ||
| Q1 24 | $196.3M | $270.6M |
净利润BMIRVLV
| Q4 25 | $33.6M | $18.6M | ||
| Q3 25 | $35.1M | $21.2M | ||
| Q2 25 | $34.6M | $10.2M | ||
| Q1 25 | $38.4M | $11.8M | ||
| Q4 24 | $30.7M | $12.3M | ||
| Q3 24 | $32.0M | $11.0M | ||
| Q2 24 | $33.1M | $15.4M | ||
| Q1 24 | $29.1M | $10.9M |
毛利率BMIRVLV
| Q4 25 | 39.7% | 53.3% | ||
| Q3 25 | 43.1% | 54.6% | ||
| Q2 25 | 41.1% | 54.1% | ||
| Q1 25 | 42.9% | 52.0% | ||
| Q4 24 | 40.3% | 52.5% | ||
| Q3 24 | 40.2% | 51.2% | ||
| Q2 24 | 39.4% | 54.0% | ||
| Q1 24 | 39.3% | 52.3% |
营业利润率BMIRVLV
| Q4 25 | 18.4% | 6.3% | ||
| Q3 25 | 20.7% | 7.1% | ||
| Q2 25 | 18.8% | 5.8% | ||
| Q1 25 | 22.2% | 5.0% | ||
| Q4 24 | 19.1% | 3.9% | ||
| Q3 24 | 19.5% | 5.0% | ||
| Q2 24 | 19.2% | 5.8% | ||
| Q1 24 | 18.6% | 3.4% |
净利率BMIRVLV
| Q4 25 | 14.3% | 5.7% | ||
| Q3 25 | 15.8% | 7.2% | ||
| Q2 25 | 14.5% | 3.3% | ||
| Q1 25 | 17.3% | 4.0% | ||
| Q4 24 | 15.0% | 4.2% | ||
| Q3 24 | 15.4% | 3.9% | ||
| Q2 24 | 15.3% | 5.4% | ||
| Q1 24 | 14.8% | 4.0% |
每股收益（稀释后）BMIRVLV
| Q4 25 | $1.13 | $0.27 | ||
| Q3 25 | $1.19 | $0.29 | ||
| Q2 25 | $1.17 | $0.14 | ||
| Q1 25 | $1.30 | $0.16 | ||
| Q4 24 | $1.04 | $0.18 | ||
| Q3 24 | $1.08 | $0.15 | ||
| Q2 24 | $1.12 | $0.21 | ||
| Q1 24 | $0.99 | $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 | — | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $713.3M | $512.5M |
| 总资产 | $973.6M | $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BMIRVLV
| Q4 25 | — | $292.3M | ||
| Q3 25 | — | $315.4M | ||
| Q2 25 | — | $310.7M | ||
| Q1 25 | — | $300.8M | ||
| Q4 24 | — | $256.6M | ||
| Q3 24 | — | $252.8M | ||
| Q2 24 | — | $244.7M | ||
| Q1 24 | — | $273.4M |
股东权益BMIRVLV
| Q4 25 | $713.3M | $512.5M | ||
| Q3 25 | $702.5M | $490.2M | ||
| Q2 25 | $677.6M | $468.6M | ||
| Q1 25 | $641.7M | $453.4M | ||
| Q4 24 | $606.2M | $437.8M | ||
| Q3 24 | $591.2M | $420.8M | ||
| Q2 24 | $563.1M | $405.8M | ||
| Q1 24 | $535.6M | $389.9M |
总资产BMIRVLV
| Q4 25 | $973.6M | $765.0M | ||
| Q3 25 | $978.3M | $751.3M | ||
| Q2 25 | $936.4M | $722.9M | ||
| Q1 25 | $899.6M | $713.9M | ||
| Q4 24 | $816.4M | $665.5M | ||
| Q3 24 | $802.9M | $670.9M | ||
| Q2 24 | $781.3M | $657.8M | ||
| Q1 24 | $743.5M | $650.0M |
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 | $54.8M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $50.8M | $-13.3M |
| 自由现金流率自由现金流/营收 | 21.7% | -4.1% |
| 资本支出强度资本支出/营收 | 1.7% | 1.0% |
| 现金转化率经营现金流/净利润 | 1.63× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $169.7M | $48.0M |
8季度趋势，按日历期对齐
经营现金流BMIRVLV
| Q4 25 | $54.8M | $-10.2M | ||
| Q3 25 | $51.3M | $11.8M | ||
| Q2 25 | $44.6M | $12.6M | ||
| Q1 25 | $33.0M | $45.1M | ||
| Q4 24 | $52.1M | $3.9M | ||
| Q3 24 | $45.1M | $9.1M | ||
| Q2 24 | $36.4M | $-24.7M | ||
| Q1 24 | $21.5M | $38.4M |
自由现金流BMIRVLV
| Q4 25 | $50.8M | $-13.3M | ||
| Q3 25 | $48.2M | $7.5M | ||
| Q2 25 | $40.6M | $10.4M | ||
| Q1 25 | $30.1M | $43.4M | ||
| Q4 24 | $47.4M | $2.1M | ||
| Q3 24 | $42.0M | $8.0M | ||
| Q2 24 | $34.1M | $-25.7M | ||
| Q1 24 | $18.8M | $36.7M |
自由现金流率BMIRVLV
| Q4 25 | 21.7% | -4.1% | ||
| Q3 25 | 21.7% | 2.5% | ||
| Q2 25 | 17.1% | 3.4% | ||
| Q1 25 | 13.5% | 14.6% | ||
| Q4 24 | 23.1% | 0.7% | ||
| Q3 24 | 20.1% | 2.8% | ||
| Q2 24 | 15.7% | -9.1% | ||
| Q1 24 | 9.6% | 13.5% |
资本支出强度BMIRVLV
| Q4 25 | 1.7% | 1.0% | ||
| Q3 25 | 1.4% | 1.5% | ||
| Q2 25 | 1.7% | 0.7% | ||
| Q1 25 | 1.3% | 0.6% | ||
| Q4 24 | 2.3% | 0.6% | ||
| Q3 24 | 1.5% | 0.4% | ||
| Q2 24 | 1.1% | 0.4% | ||
| Q1 24 | 1.4% | 0.6% |
现金转化率BMIRVLV
| Q4 25 | 1.63× | -0.55× | ||
| Q3 25 | 1.46× | 0.56× | ||
| Q2 25 | 1.29× | 1.24× | ||
| Q1 25 | 0.86× | 3.82× | ||
| Q4 24 | 1.70× | 0.32× | ||
| Q3 24 | 1.41× | 0.83× | ||
| Q2 24 | 1.10× | -1.60× | ||
| Q1 24 | 0.74× | 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
BMI
| Transferred At Point In Time | $198.6M | 85% |
| Transferred Over Time | $22.1M | 9% |
| Other | $13.4M | 6% |
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% |
