vs
BWX Technologies, Inc.(BWXT)与Revvity(RVTY)财务数据对比。点击上方公司名可切换其他公司
BWX Technologies, Inc.的季度营收约是Revvity的1.1倍($885.8M vs $772.1M),Revvity净利率更高(12.7% vs 10.5%,领先2.2%),BWX Technologies, Inc.同比增速更快(18.7% vs 5.9%),Revvity自由现金流更多($161.8M vs $56.8M),过去两年BWX Technologies, Inc.的营收复合增速更高(21.1% vs 9.0%)
BWX Technologies Inc.(简称BWXT)总部位于美国弗吉尼亚州林奇堡,是一家面向全球供应核部件与核燃料的专业企业,产品广泛应用于核电及核工业相关领域,服务覆盖全球多个国家和地区的客户。
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。
BWXT vs RVTY — 直观对比
营收规模更大
BWXT
是对方的1.1倍
$772.1M
营收增速更快
BWXT
高出12.9%
5.9%
净利率更高
RVTY
高出2.2%
10.5%
自由现金流更多
RVTY
多$105.0M
$56.8M
两年增速更快
BWXT
近两年复合增速
9.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $885.8M | $772.1M |
| 净利润 | $93.0M | $98.4M |
| 毛利率 | — | — |
| 营业利润率 | 10.4% | 14.5% |
| 净利率 | 10.5% | 12.7% |
| 营收同比 | 18.7% | 5.9% |
| 净利润同比 | 30.9% | 3.9% |
| 每股收益(稀释后) | $1.02 | $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
BWXT
RVTY
| Q4 25 | $885.8M | $772.1M | ||
| Q3 25 | $866.3M | $698.9M | ||
| Q2 25 | $764.0M | $720.3M | ||
| Q1 25 | $682.3M | $664.8M | ||
| Q4 24 | $746.3M | $729.4M | ||
| Q3 24 | $672.0M | $684.0M | ||
| Q2 24 | $681.5M | $691.7M | ||
| Q1 24 | $604.0M | $649.9M |
净利润
BWXT
RVTY
| Q4 25 | $93.0M | $98.4M | ||
| Q3 25 | $82.1M | $46.7M | ||
| Q2 25 | $78.4M | $53.9M | ||
| Q1 25 | $75.5M | $42.2M | ||
| Q4 24 | $71.0M | $94.6M | ||
| Q3 24 | $69.5M | $94.4M | ||
| Q2 24 | $73.0M | $55.4M | ||
| Q1 24 | $68.5M | $26.0M |
毛利率
BWXT
RVTY
| Q4 25 | — | — | ||
| Q3 25 | 21.8% | 53.6% | ||
| Q2 25 | 25.1% | 54.5% | ||
| Q1 25 | 24.2% | 56.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | 24.4% | 56.3% | ||
| Q2 24 | 24.7% | 55.7% | ||
| Q1 24 | 24.6% | 54.6% |
营业利润率
BWXT
RVTY
| Q4 25 | 10.4% | 14.5% | ||
| Q3 25 | 13.1% | 11.7% | ||
| Q2 25 | 13.4% | 12.6% | ||
| Q1 25 | 14.2% | 10.9% | ||
| Q4 24 | 12.4% | 16.3% | ||
| Q3 24 | 14.4% | 14.3% | ||
| Q2 24 | 14.5% | 12.4% | ||
| Q1 24 | 15.4% | 6.8% |
净利率
BWXT
RVTY
| Q4 25 | 10.5% | 12.7% | ||
| Q3 25 | 9.5% | 6.7% | ||
| Q2 25 | 10.3% | 7.5% | ||
| Q1 25 | 11.1% | 6.4% | ||
| Q4 24 | 9.5% | 13.0% | ||
| Q3 24 | 10.3% | 13.8% | ||
| Q2 24 | 10.7% | 8.0% | ||
| Q1 24 | 11.3% | 4.0% |
每股收益(稀释后)
BWXT
RVTY
| Q4 25 | $1.02 | $0.86 | ||
| Q3 25 | $0.89 | $0.40 | ||
| Q2 25 | $0.85 | $0.46 | ||
| Q1 25 | $0.82 | $0.35 | ||
| Q4 24 | $0.77 | $0.77 | ||
| Q3 24 | $0.76 | $0.77 | ||
| Q2 24 | $0.79 | $0.45 | ||
| Q1 24 | $0.75 | $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 | $499.8M | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.2B | $7.3B |
| 总资产 | $4.3B | $12.2B |
| 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
BWXT
RVTY
| Q4 25 | $499.8M | $919.9M | ||
| Q3 25 | $79.6M | $931.4M | ||
| Q2 25 | $37.0M | $991.8M | ||
| Q1 25 | $55.4M | $1.1B | ||
| Q4 24 | $74.1M | $1.2B | ||
| Q3 24 | $35.5M | $1.2B | ||
| Q2 24 | $48.3M | $2.0B | ||
| Q1 24 | $45.9M | $1.7B |
股东权益
BWXT
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 | $998.5M | $7.9B | ||
| Q1 24 | $946.2M | $7.8B |
总资产
BWXT
RVTY
| Q4 25 | $4.3B | $12.2B | ||
| Q3 25 | $3.8B | $12.1B | ||
| Q2 25 | $3.7B | $12.4B | ||
| Q1 25 | $3.1B | $12.4B | ||
| Q4 24 | $2.9B | $12.4B | ||
| Q3 24 | $2.9B | $12.8B | ||
| Q2 24 | $2.8B | $13.4B | ||
| Q1 24 | $2.8B | $13.4B |
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 | $127.0M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $56.8M | $161.8M |
| 自由现金流率自由现金流/营收 | 6.4% | 21.0% |
| 资本支出强度资本支出/营收 | 7.9% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.37× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $295.3M | $509.4M |
8季度趋势,按日历期对齐
经营现金流
BWXT
RVTY
| Q4 25 | $127.0M | $182.0M | ||
| Q3 25 | $143.2M | $138.5M | ||
| Q2 25 | $159.0M | $134.3M | ||
| Q1 25 | $50.6M | $128.2M | ||
| Q4 24 | $276.9M | $174.2M | ||
| Q3 24 | $32.6M | $147.9M | ||
| Q2 24 | $65.9M | $158.6M | ||
| Q1 24 | $33.0M | $147.6M |
自由现金流
BWXT
RVTY
| Q4 25 | $56.8M | $161.8M | ||
| Q3 25 | $94.9M | $120.0M | ||
| Q2 25 | $126.3M | $115.5M | ||
| Q1 25 | $17.3M | $112.2M | ||
| Q4 24 | $224.4M | $149.8M | ||
| Q3 24 | $-7.7M | $125.6M | ||
| Q2 24 | $35.5M | $136.6M | ||
| Q1 24 | $2.6M | $129.7M |
自由现金流率
BWXT
RVTY
| Q4 25 | 6.4% | 21.0% | ||
| Q3 25 | 11.0% | 17.2% | ||
| Q2 25 | 16.5% | 16.0% | ||
| Q1 25 | 2.5% | 16.9% | ||
| Q4 24 | 30.1% | 20.5% | ||
| Q3 24 | -1.1% | 18.4% | ||
| Q2 24 | 5.2% | 19.7% | ||
| Q1 24 | 0.4% | 20.0% |
资本支出强度
BWXT
RVTY
| Q4 25 | 7.9% | 2.6% | ||
| Q3 25 | 5.6% | 2.6% | ||
| Q2 25 | 4.3% | 2.6% | ||
| Q1 25 | 4.9% | 2.4% | ||
| Q4 24 | 7.0% | 3.4% | ||
| Q3 24 | 6.0% | 3.3% | ||
| Q2 24 | 4.5% | 3.2% | ||
| Q1 24 | 5.0% | 2.7% |
现金转化率
BWXT
RVTY
| Q4 25 | 1.37× | 1.85× | ||
| Q3 25 | 1.74× | 2.97× | ||
| Q2 25 | 2.03× | 2.49× | ||
| Q1 25 | 0.67× | 3.03× | ||
| Q4 24 | 3.90× | 1.84× | ||
| Q3 24 | 0.47× | 1.57× | ||
| Q2 24 | 0.90× | 2.87× | ||
| Q1 24 | 0.48× | 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
BWXT
| Nuclear Component Program | $436.4M | 49% |
| Nuclear Manufacturing | $134.8M | 15% |
| Cost Plus Fee | $116.1M | 13% |
| Uranium And Nuclear Services | $103.8M | 12% |
| Commercial Operations | $49.0M | 6% |
| Commercial Operations Segment | $33.7M | 4% |
| Transferred At Point In Time | $1.3M | 0% |
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% |