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康耐视（CGNX）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.的季度营收约是康耐视的1.3倍（$324.4M vs $252.3M），康耐视净利率更高（12.9% vs 5.7%，领先7.2%），Revolve Group, Inc.同比增速更快（10.4% vs 9.9%），康耐视自由现金流更多（$72.3M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs 9.4%）
康耐视（Cognex Corporation）是总部位于美国马萨诸塞州内蒂克的机器视觉系统、软件及传感器制造商，业务覆盖全球20余个国家和地区，为各工业领域客户提供高性能的视觉相关产品及解决方案。
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。
CGNX vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.3倍
$252.3M
营收增速更快
RVLV
高出0.6%
9.9%
净利率更高
CGNX
高出7.2%
5.7%
自由现金流更多
CGNX
多$85.6M
$-13.3M
两年增速更快
RVLV
近两年复合增速
9.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $252.3M | $324.4M |
| 净利润 | $32.7M | $18.6M |
| 毛利率 | 65.7% | 53.3% |
| 营业利润率 | 14.0% | 6.3% |
| 净利率 | 12.9% | 5.7% |
| 营收同比 | 9.9% | 10.4% |
| 净利润同比 | 15.2% | 50.4% |
| 每股收益（稀释后） | $0.20 | $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CGNXRVLV
| Q4 25 | $252.3M | $324.4M | ||
| Q3 25 | $276.9M | $295.6M | ||
| Q2 25 | $249.1M | $309.0M | ||
| Q1 25 | $216.0M | $296.7M | ||
| Q4 24 | $229.7M | $293.7M | ||
| Q3 24 | $234.7M | $283.1M | ||
| Q2 24 | $239.3M | $282.5M | ||
| Q1 24 | $210.8M | $270.6M |
净利润CGNXRVLV
| Q4 25 | $32.7M | $18.6M | ||
| Q3 25 | $17.7M | $21.2M | ||
| Q2 25 | $40.5M | $10.2M | ||
| Q1 25 | $23.6M | $11.8M | ||
| Q4 24 | $28.3M | $12.3M | ||
| Q3 24 | $29.6M | $11.0M | ||
| Q2 24 | $36.2M | $15.4M | ||
| Q1 24 | $12.0M | $10.9M |
毛利率CGNXRVLV
| Q4 25 | 65.7% | 53.3% | ||
| Q3 25 | 67.6% | 54.6% | ||
| Q2 25 | 67.4% | 54.1% | ||
| Q1 25 | 66.8% | 52.0% | ||
| Q4 24 | 68.7% | 52.5% | ||
| Q3 24 | 67.9% | 51.2% | ||
| Q2 24 | 69.6% | 54.0% | ||
| Q1 24 | 67.3% | 52.3% |
营业利润率CGNXRVLV
| Q4 25 | 14.0% | 6.3% | ||
| Q3 25 | 20.9% | 7.1% | ||
| Q2 25 | 17.4% | 5.8% | ||
| Q1 25 | 12.1% | 5.0% | ||
| Q4 24 | 13.4% | 3.9% | ||
| Q3 24 | 13.4% | 5.0% | ||
| Q2 24 | 16.1% | 5.8% | ||
| Q1 24 | 6.7% | 3.4% |
净利率CGNXRVLV
| Q4 25 | 12.9% | 5.7% | ||
| Q3 25 | 6.4% | 7.2% | ||
| Q2 25 | 16.3% | 3.3% | ||
| Q1 25 | 10.9% | 4.0% | ||
| Q4 24 | 12.3% | 4.2% | ||
| Q3 24 | 12.6% | 3.9% | ||
| Q2 24 | 15.1% | 5.4% | ||
| Q1 24 | 5.7% | 4.0% |
每股收益（稀释后）CGNXRVLV
| Q4 25 | $0.20 | $0.27 | ||
| Q3 25 | $0.10 | $0.29 | ||
| Q2 25 | $0.24 | $0.14 | ||
| Q1 25 | $0.14 | $0.16 | ||
| Q4 24 | $0.17 | $0.18 | ||
| Q3 24 | $0.17 | $0.15 | ||
| Q2 24 | $0.21 | $0.21 | ||
| Q1 24 | $0.07 | $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 | $262.9M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $512.5M |
| 总资产 | $2.0B | $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CGNXRVLV
| Q4 25 | $262.9M | $292.3M | ||
| Q3 25 | $245.9M | $315.4M | ||
| Q2 25 | $179.3M | $310.7M | ||
| Q1 25 | $143.7M | $300.8M | ||
| Q4 24 | $186.1M | $256.6M | ||
| Q3 24 | $197.1M | $252.8M | ||
| Q2 24 | $176.6M | $244.7M | ||
| Q1 24 | $138.9M | $273.4M |
股东权益CGNXRVLV
| Q4 25 | $1.5B | $512.5M | ||
| Q3 25 | $1.5B | $490.2M | ||
| Q2 25 | $1.5B | $468.6M | ||
| Q1 25 | $1.4B | $453.4M | ||
| Q4 24 | $1.5B | $437.8M | ||
| Q3 24 | $1.6B | $420.8M | ||
| Q2 24 | $1.5B | $405.8M | ||
| Q1 24 | $1.5B | $389.9M |
总资产CGNXRVLV
| Q4 25 | $2.0B | $765.0M | ||
| Q3 25 | $2.0B | $751.3M | ||
| Q2 25 | $2.0B | $722.9M | ||
| Q1 25 | $1.9B | $713.9M | ||
| Q4 24 | $2.0B | $665.5M | ||
| Q3 24 | $2.1B | $670.9M | ||
| Q2 24 | $2.0B | $657.8M | ||
| Q1 24 | $2.0B | $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 | $74.9M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $72.3M | $-13.3M |
| 自由现金流率自由现金流/营收 | 28.7% | -4.1% |
| 资本支出强度资本支出/营收 | 1.0% | 1.0% |
| 现金转化率经营现金流/净利润 | 2.29× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $236.8M | $48.0M |
8季度趋势，按日历期对齐
经营现金流CGNXRVLV
| Q4 25 | $74.9M | $-10.2M | ||
| Q3 25 | $87.5M | $11.8M | ||
| Q2 25 | $42.6M | $12.6M | ||
| Q1 25 | $40.5M | $45.1M | ||
| Q4 24 | $51.4M | $3.9M | ||
| Q3 24 | $56.3M | $9.1M | ||
| Q2 24 | $27.8M | $-24.7M | ||
| Q1 24 | $13.6M | $38.4M |
自由现金流CGNXRVLV
| Q4 25 | $72.3M | $-13.3M | ||
| Q3 25 | $86.0M | $7.5M | ||
| Q2 25 | $40.4M | $10.4M | ||
| Q1 25 | $38.0M | $43.4M | ||
| Q4 24 | $49.3M | $2.1M | ||
| Q3 24 | $51.9M | $8.0M | ||
| Q2 24 | $23.3M | $-25.7M | ||
| Q1 24 | $9.6M | $36.7M |
自由现金流率CGNXRVLV
| Q4 25 | 28.7% | -4.1% | ||
| Q3 25 | 31.1% | 2.5% | ||
| Q2 25 | 16.2% | 3.4% | ||
| Q1 25 | 17.6% | 14.6% | ||
| Q4 24 | 21.5% | 0.7% | ||
| Q3 24 | 22.1% | 2.8% | ||
| Q2 24 | 9.7% | -9.1% | ||
| Q1 24 | 4.5% | 13.5% |
资本支出强度CGNXRVLV
| Q4 25 | 1.0% | 1.0% | ||
| Q3 25 | 0.5% | 1.5% | ||
| Q2 25 | 0.9% | 0.7% | ||
| Q1 25 | 1.2% | 0.6% | ||
| Q4 24 | 0.9% | 0.6% | ||
| Q3 24 | 1.9% | 0.4% | ||
| Q2 24 | 1.9% | 0.4% | ||
| Q1 24 | 1.9% | 0.6% |
现金转化率CGNXRVLV
| Q4 25 | 2.29× | -0.55× | ||
| Q3 25 | 4.95× | 0.56× | ||
| Q2 25 | 1.05× | 1.24× | ||
| Q1 25 | 1.72× | 3.82× | ||
| Q4 24 | 1.81× | 0.32× | ||
| Q3 24 | 1.90× | 0.83× | ||
| Q2 24 | 0.77× | -1.60× | ||
| Q1 24 | 1.13× | 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
CGNX
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% |
