vs
BRADY CORP(BRC)与Revvity(RVTY)财务数据对比。点击上方公司名可切换其他公司
Revvity的季度营收约是BRADY CORP的1.9倍($772.1M vs $405.3M),BRADY CORP净利率更高(13.3% vs 12.7%,领先0.6%),BRADY CORP同比增速更快(7.5% vs 5.9%),Revvity自由现金流更多($161.8M vs $22.4M),过去两年BRADY CORP的营收复合增速更高(12.1% vs 9.0%)
布雷迪公司是美国特种产品、技术设备及标识解决方案供应商,1914年创立,总部位于威斯康星州密尔沃基,在美洲、欧洲、亚洲、澳洲拥有6600名员工,业务覆盖全球,为各行业客户提供工作场景所需的零部件标识相关产品与服务。
Revvity是一家美国生命科学与诊断领域企业,主要服务制药、生物技术行业客户,重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案,其前身为业务布局多元的老牌企业珀金埃尔默。
BRC vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.9倍
$405.3M
营收增速更快
BRC
高出1.6%
5.9%
净利率更高
BRC
高出0.6%
12.7%
自由现金流更多
RVTY
多$139.4M
$22.4M
两年增速更快
BRC
近两年复合增速
9.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $405.3M | $772.1M |
| 净利润 | $53.9M | $98.4M |
| 毛利率 | 51.5% | — |
| 营业利润率 | 16.8% | 14.5% |
| 净利率 | 13.3% | 12.7% |
| 营收同比 | 7.5% | 5.9% |
| 净利润同比 | 15.3% | 3.9% |
| 每股收益(稀释后) | — | $0.86 |
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
BRC
RVTY
| Q4 25 | $405.3M | $772.1M | ||
| Q3 25 | $397.3M | $698.9M | ||
| Q2 25 | $382.6M | $720.3M | ||
| Q1 25 | $356.7M | $664.8M | ||
| Q4 24 | $377.1M | $729.4M | ||
| Q3 24 | $343.4M | $684.0M | ||
| Q2 24 | $343.4M | $691.7M | ||
| Q1 24 | $322.6M | $649.9M |
净利润
BRC
RVTY
| Q4 25 | $53.9M | $98.4M | ||
| Q3 25 | $49.9M | $46.7M | ||
| Q2 25 | $52.3M | $53.9M | ||
| Q1 25 | $40.3M | $42.2M | ||
| Q4 24 | $46.8M | $94.6M | ||
| Q3 24 | $55.5M | $94.4M | ||
| Q2 24 | $50.9M | $55.4M | ||
| Q1 24 | $43.6M | $26.0M |
毛利率
BRC
RVTY
| Q4 25 | 51.5% | — | ||
| Q3 25 | 50.4% | 53.6% | ||
| Q2 25 | 51.0% | 54.5% | ||
| Q1 25 | 49.3% | 56.5% | ||
| Q4 24 | 50.3% | — | ||
| Q3 24 | 51.6% | 56.3% | ||
| Q2 24 | 51.6% | 55.7% | ||
| Q1 24 | 50.2% | 54.6% |
营业利润率
BRC
RVTY
| Q4 25 | 16.8% | 14.5% | ||
| Q3 25 | 14.9% | 11.7% | ||
| Q2 25 | 17.6% | 12.6% | ||
| Q1 25 | 14.4% | 10.9% | ||
| Q4 24 | 15.6% | 16.3% | ||
| Q3 24 | 19.3% | 14.3% | ||
| Q2 24 | 18.5% | 12.4% | ||
| Q1 24 | 16.7% | 6.8% |
净利率
BRC
RVTY
| Q4 25 | 13.3% | 12.7% | ||
| Q3 25 | 12.6% | 6.7% | ||
| Q2 25 | 13.7% | 7.5% | ||
| Q1 25 | 11.3% | 6.4% | ||
| Q4 24 | 12.4% | 13.0% | ||
| Q3 24 | 16.1% | 13.8% | ||
| Q2 24 | 14.8% | 8.0% | ||
| Q1 24 | 13.5% | 4.0% |
每股收益(稀释后)
BRC
RVTY
| Q4 25 | — | $0.86 | ||
| Q3 25 | — | $0.40 | ||
| Q2 25 | — | $0.46 | ||
| Q1 25 | — | $0.35 | ||
| Q4 24 | — | $0.77 | ||
| Q3 24 | — | $0.77 | ||
| Q2 24 | — | $0.45 | ||
| Q1 24 | — | $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 | $182.7M | $919.9M |
| 总债务越低越好 | $115.9M | — |
| 股东权益账面价值 | $1.2B | $7.3B |
| 总资产 | $1.8B | $12.2B |
| 负债/权益比越低杠杆越低 | 0.09× | — |
8季度趋势,按日历期对齐
现金及短期投资
BRC
RVTY
| Q4 25 | $182.7M | $919.9M | ||
| Q3 25 | $174.3M | $931.4M | ||
| Q2 25 | $152.2M | $991.8M | ||
| Q1 25 | $138.5M | $1.1B | ||
| Q4 24 | $145.7M | $1.2B | ||
| Q3 24 | $250.1M | $1.2B | ||
| Q2 24 | $160.5M | $2.0B | ||
| Q1 24 | $143.9M | $1.7B |
总债务
BRC
RVTY
| Q4 25 | $115.9M | — | ||
| Q3 25 | $99.8M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $90.9M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
BRC
RVTY
| Q4 25 | $1.2B | $7.3B | ||
| Q3 25 | $1.2B | $7.4B | ||
| Q2 25 | $1.2B | $7.6B | ||
| Q1 25 | $1.1B | $7.6B | ||
| Q4 24 | $1.1B | $7.7B | ||
| Q3 24 | $1.1B | $7.9B | ||
| Q2 24 | $1.0B | $7.9B | ||
| Q1 24 | $1.0B | $7.8B |
总资产
BRC
RVTY
| Q4 25 | $1.8B | $12.2B | ||
| Q3 25 | $1.7B | $12.1B | ||
| Q2 25 | $1.7B | $12.4B | ||
| Q1 25 | $1.6B | $12.4B | ||
| Q4 24 | $1.6B | $12.4B | ||
| Q3 24 | $1.5B | $12.8B | ||
| Q2 24 | $1.4B | $13.4B | ||
| Q1 24 | $1.4B | $13.4B |
负债/权益比
BRC
RVTY
| Q4 25 | 0.09× | — | ||
| Q3 25 | 0.08× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.09× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $33.4M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $22.4M | $161.8M |
| 自由现金流率自由现金流/营收 | 5.5% | 21.0% |
| 资本支出强度资本支出/营收 | 2.7% | 2.6% |
| 现金转化率经营现金流/净利润 | 0.62× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $159.9M | $509.4M |
8季度趋势,按日历期对齐
经营现金流
BRC
RVTY
| Q4 25 | $33.4M | $182.0M | ||
| Q3 25 | $58.3M | $138.5M | ||
| Q2 25 | $59.9M | $134.3M | ||
| Q1 25 | $39.6M | $128.2M | ||
| Q4 24 | $23.4M | $174.2M | ||
| Q3 24 | $84.0M | $147.9M | ||
| Q2 24 | $72.7M | $158.6M | ||
| Q1 24 | $36.1M | $147.6M |
自由现金流
BRC
RVTY
| Q4 25 | $22.4M | $161.8M | ||
| Q3 25 | $49.4M | $120.0M | ||
| Q2 25 | $55.6M | $115.5M | ||
| Q1 25 | $32.5M | $112.2M | ||
| Q4 24 | $16.1M | $149.8M | ||
| Q3 24 | $73.2M | $125.6M | ||
| Q2 24 | $64.4M | $136.6M | ||
| Q1 24 | $-13.5M | $129.7M |
自由现金流率
BRC
RVTY
| Q4 25 | 5.5% | 21.0% | ||
| Q3 25 | 12.4% | 17.2% | ||
| Q2 25 | 14.5% | 16.0% | ||
| Q1 25 | 9.1% | 16.9% | ||
| Q4 24 | 4.3% | 20.5% | ||
| Q3 24 | 21.3% | 18.4% | ||
| Q2 24 | 18.8% | 19.7% | ||
| Q1 24 | -4.2% | 20.0% |
资本支出强度
BRC
RVTY
| Q4 25 | 2.7% | 2.6% | ||
| Q3 25 | 2.2% | 2.6% | ||
| Q2 25 | 1.1% | 2.6% | ||
| Q1 25 | 2.0% | 2.4% | ||
| Q4 24 | 1.9% | 3.4% | ||
| Q3 24 | 3.1% | 3.3% | ||
| Q2 24 | 2.4% | 3.2% | ||
| Q1 24 | 15.4% | 2.7% |
现金转化率
BRC
RVTY
| Q4 25 | 0.62× | 1.85× | ||
| Q3 25 | 1.17× | 2.97× | ||
| Q2 25 | 1.15× | 2.49× | ||
| Q1 25 | 0.98× | 3.03× | ||
| Q4 24 | 0.50× | 1.84× | ||
| Q3 24 | 1.51× | 1.57× | ||
| Q2 24 | 1.43× | 2.87× | ||
| Q1 24 | 0.83× | 5.67× |
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
BRC
| Americas Asia | $215.1M | 53% |
| Europe Australia | $119.9M | 30% |
| Other | $70.2M | 17% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |