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BOX INC（BOX）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BOX INC的1.1倍（$324.4M vs $301.1M），Revolve Group, Inc.净利率更高（5.7% vs 4.0%，领先1.7%），Revolve Group, Inc.同比增速更快（10.4% vs 9.1%），BOX INC自由现金流更多（$71.3M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs 7.0%）
Box Inc.是总部位于美国加利福尼亚州红木城的上市企业，由亚伦·莱维和迪伦·史密斯于2005年创立，最初面向个人消费者服务，2009至2010年前后转向企业级市场，2015年正式上市。公司专注于开发、运营云端内容管理、协同办公及文件共享工具，帮助企业用户便捷存储、管理各类文件，提升团队协作效率。
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。
BOX vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.1倍
$301.1M
营收增速更快
RVLV
高出1.3%
9.1%
净利率更高
RVLV
高出1.7%
4.0%
自由现金流更多
BOX
多$84.6M
$-13.3M
两年增速更快
RVLV
近两年复合增速
7.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $301.1M | $324.4M |
| 净利润 | $12.1M | $18.6M |
| 毛利率 | 79.6% | 53.3% |
| 营业利润率 | 8.3% | 6.3% |
| 净利率 | 4.0% | 5.7% |
| 营收同比 | 9.1% | 10.4% |
| 净利润同比 | -6.4% | 50.4% |
| 每股收益（稀释后） | $0.05 | $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BOXRVLV
| Q4 25 | $301.1M | $324.4M | ||
| Q3 25 | $294.0M | $295.6M | ||
| Q2 25 | $276.3M | $309.0M | ||
| Q1 25 | $279.5M | $296.7M | ||
| Q4 24 | $275.9M | $293.7M | ||
| Q3 24 | $270.0M | $283.1M | ||
| Q2 24 | $264.7M | $282.5M | ||
| Q1 24 | $262.9M | $270.6M |
净利润BOXRVLV
| Q4 25 | $12.1M | $18.6M | ||
| Q3 25 | $13.4M | $21.2M | ||
| Q2 25 | $8.2M | $10.2M | ||
| Q1 25 | $194.0M | $11.8M | ||
| Q4 24 | $12.9M | $12.3M | ||
| Q3 24 | $20.5M | $11.0M | ||
| Q2 24 | $17.2M | $15.4M | ||
| Q1 24 | $99.2M | $10.9M |
毛利率BOXRVLV
| Q4 25 | 79.6% | 53.3% | ||
| Q3 25 | 79.1% | 54.6% | ||
| Q2 25 | 78.0% | 54.1% | ||
| Q1 25 | 79.0% | 52.0% | ||
| Q4 24 | 79.9% | 52.5% | ||
| Q3 24 | 79.4% | 51.2% | ||
| Q2 24 | 78.0% | 54.0% | ||
| Q1 24 | 76.1% | 52.3% |
营业利润率BOXRVLV
| Q4 25 | 8.3% | 6.3% | ||
| Q3 25 | 7.0% | 7.1% | ||
| Q2 25 | 2.3% | 5.8% | ||
| Q1 25 | 6.4% | 5.0% | ||
| Q4 24 | 8.5% | 3.9% | ||
| Q3 24 | 7.5% | 5.0% | ||
| Q2 24 | 6.8% | 5.8% | ||
| Q1 24 | 8.1% | 3.4% |
净利率BOXRVLV
| Q4 25 | 4.0% | 5.7% | ||
| Q3 25 | 4.6% | 7.2% | ||
| Q2 25 | 3.0% | 3.3% | ||
| Q1 25 | 69.4% | 4.0% | ||
| Q4 24 | 4.7% | 4.2% | ||
| Q3 24 | 7.6% | 3.9% | ||
| Q2 24 | 6.5% | 5.4% | ||
| Q1 24 | 37.7% | 4.0% |
每股收益（稀释后）BOXRVLV
| Q4 25 | $0.05 | $0.27 | ||
| Q3 25 | $0.05 | $0.29 | ||
| Q2 25 | $0.02 | $0.14 | ||
| Q1 25 | $1.13 | $0.16 | ||
| Q4 24 | $0.05 | $0.18 | ||
| Q3 24 | $0.10 | $0.15 | ||
| Q2 24 | $0.08 | $0.21 | ||
| Q1 24 | $0.57 | $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 | $729.6M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-286.6M | $512.5M |
| 总资产 | $1.6B | $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BOXRVLV
| Q4 25 | $729.6M | $292.3M | ||
| Q3 25 | $757.9M | $315.4M | ||
| Q2 25 | $790.4M | $310.7M | ||
| Q1 25 | $722.8M | $300.8M | ||
| Q4 24 | $697.9M | $256.6M | ||
| Q3 24 | $482.2M | $252.8M | ||
| Q2 24 | $566.1M | $244.7M | ||
| Q1 24 | $480.7M | $273.4M |
股东权益BOXRVLV
| Q4 25 | $-286.6M | $512.5M | ||
| Q3 25 | $-269.4M | $490.2M | ||
| Q2 25 | $-280.1M | $468.6M | ||
| Q1 25 | $-297.0M | $453.4M | ||
| Q4 24 | $-479.9M | $437.8M | ||
| Q3 24 | $-439.4M | $420.8M | ||
| Q2 24 | $-397.9M | $405.8M | ||
| Q1 24 | $-431.1M | $389.9M |
总资产BOXRVLV
| Q4 25 | $1.6B | $765.0M | ||
| Q3 25 | $1.6B | $751.3M | ||
| Q2 25 | $1.6B | $722.9M | ||
| Q1 25 | $1.7B | $713.9M | ||
| Q4 24 | $1.4B | $665.5M | ||
| Q3 24 | $1.1B | $670.9M | ||
| Q2 24 | $1.2B | $657.8M | ||
| Q1 24 | $1.2B | $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 | $73.0M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $71.3M | $-13.3M |
| 自由现金流率自由现金流/营收 | 23.7% | -4.1% |
| 资本支出强度资本支出/营收 | 0.6% | 1.0% |
| 现金转化率经营现金流/净利润 | 6.05× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $343.5M | $48.0M |
8季度趋势，按日历期对齐
经营现金流BOXRVLV
| Q4 25 | $73.0M | $-10.2M | ||
| Q3 25 | $46.0M | $11.8M | ||
| Q2 25 | $127.1M | $12.6M | ||
| Q1 25 | $102.2M | $45.1M | ||
| Q4 24 | $62.6M | $3.9M | ||
| Q3 24 | $36.3M | $9.1M | ||
| Q2 24 | $131.2M | $-24.7M | ||
| Q1 24 | $89.3M | $38.4M |
自由现金流BOXRVLV
| Q4 25 | $71.3M | $-13.3M | ||
| Q3 25 | $43.9M | $7.5M | ||
| Q2 25 | $126.7M | $10.4M | ||
| Q1 25 | $101.5M | $43.4M | ||
| Q4 24 | $62.3M | $2.1M | ||
| Q3 24 | $35.9M | $8.0M | ||
| Q2 24 | $129.9M | $-25.7M | ||
| Q1 24 | $89.1M | $36.7M |
自由现金流率BOXRVLV
| Q4 25 | 23.7% | -4.1% | ||
| Q3 25 | 14.9% | 2.5% | ||
| Q2 25 | 45.9% | 3.4% | ||
| Q1 25 | 36.3% | 14.6% | ||
| Q4 24 | 22.6% | 0.7% | ||
| Q3 24 | 13.3% | 2.8% | ||
| Q2 24 | 49.1% | -9.1% | ||
| Q1 24 | 33.9% | 13.5% |
资本支出强度BOXRVLV
| Q4 25 | 0.6% | 1.0% | ||
| Q3 25 | 0.7% | 1.5% | ||
| Q2 25 | 0.1% | 0.7% | ||
| Q1 25 | 0.2% | 0.6% | ||
| Q4 24 | 0.1% | 0.6% | ||
| Q3 24 | 0.1% | 0.4% | ||
| Q2 24 | 0.5% | 0.4% | ||
| Q1 24 | 0.1% | 0.6% |
现金转化率BOXRVLV
| Q4 25 | 6.05× | -0.55× | ||
| Q3 25 | 3.42× | 0.56× | ||
| Q2 25 | 15.51× | 1.24× | ||
| Q1 25 | 0.53× | 3.82× | ||
| Q4 24 | 4.85× | 0.32× | ||
| Q3 24 | 1.77× | 0.83× | ||
| Q2 24 | 7.62× | -1.60× | ||
| Q1 24 | 0.90× | 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
BOX
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% |
