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Chewy, Inc.（CHWY）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
Chewy, Inc.的季度营收约是Revolve Group, Inc.的9.6倍（$3.1B vs $324.4M）。Revolve Group, Inc.净利率更高（5.7% vs 1.9%，领先3.8%）。Revolve Group, Inc.同比增速更快（10.4% vs 8.3%）。Chewy, Inc.自由现金流更多（$175.8M vs $-13.3M）。过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs 4.6%）
Chewy Inc.是总部位于美国佛罗里达州普兰泰申的宠物用品线上零售商，主营宠物食品及各类宠物相关产品，2019年于纽约证券交易所挂牌上市，股票代码CHWY，是北美知名的宠物电商平台，为宠物主提供丰富可靠的一站式宠物消费选购服务。
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。
CHWY vs RVLV — 直观对比
营收规模更大
CHWY
是对方的9.6倍
$324.4M
营收增速更快
RVLV
高出2.1%
8.3%
净利率更高
RVLV
高出3.8%
1.9%
自由现金流更多
CHWY
多$189.1M
$-13.3M
两年增速更快
RVLV
近两年复合增速
4.6%
损益表 — Q3 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $324.4M |
| 净利润 | $59.2M | $18.6M |
| 毛利率 | 29.8% | 53.3% |
| 营业利润率 | 2.1% | 6.3% |
| 净利率 | 1.9% | 5.7% |
| 营收同比 | 8.3% | 10.4% |
| 净利润同比 | 1405.6% | 50.4% |
| 每股收益（稀释后） | $0.14 | $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CHWYRVLV
| Q4 25 | $3.1B | $324.4M | ||
| Q3 25 | $3.1B | $295.6M | ||
| Q2 25 | $3.1B | $309.0M | ||
| Q1 25 | $3.2B | $296.7M | ||
| Q4 24 | $2.9B | $293.7M | ||
| Q3 24 | $2.9B | $283.1M | ||
| Q2 24 | $2.9B | $282.5M | ||
| Q1 24 | $2.8B | $270.6M |
净利润CHWYRVLV
| Q4 25 | $59.2M | $18.6M | ||
| Q3 25 | $62.0M | $21.2M | ||
| Q2 25 | $62.4M | $10.2M | ||
| Q1 25 | $22.8M | $11.8M | ||
| Q4 24 | $3.9M | $12.3M | ||
| Q3 24 | $299.1M | $11.0M | ||
| Q2 24 | $66.9M | $15.4M | ||
| Q1 24 | $34.3M | $10.9M |
毛利率CHWYRVLV
| Q4 25 | 29.8% | 53.3% | ||
| Q3 25 | 30.4% | 54.6% | ||
| Q2 25 | 29.6% | 54.1% | ||
| Q1 25 | 28.5% | 52.0% | ||
| Q4 24 | 29.3% | 52.5% | ||
| Q3 24 | 29.5% | 51.2% | ||
| Q2 24 | 29.7% | 54.0% | ||
| Q1 24 | 28.2% | 52.3% |
营业利润率CHWYRVLV
| Q4 25 | 2.1% | 6.3% | ||
| Q3 25 | 2.2% | 7.1% | ||
| Q2 25 | 2.5% | 5.8% | ||
| Q1 25 | -0.3% | 5.0% | ||
| Q4 24 | 0.9% | 3.9% | ||
| Q3 24 | 1.1% | 5.0% | ||
| Q2 24 | 2.2% | 5.8% | ||
| Q1 24 | -0.7% | 3.4% |
净利率CHWYRVLV
| Q4 25 | 1.9% | 5.7% | ||
| Q3 25 | 2.0% | 7.2% | ||
| Q2 25 | 2.0% | 3.3% | ||
| Q1 25 | 0.7% | 4.0% | ||
| Q4 24 | 0.1% | 4.2% | ||
| Q3 24 | 10.5% | 3.9% | ||
| Q2 24 | 2.3% | 5.4% | ||
| Q1 24 | 1.2% | 4.0% |
每股收益（稀释后）CHWYRVLV
| Q4 25 | $0.14 | $0.27 | ||
| Q3 25 | $0.14 | $0.29 | ||
| Q2 25 | $0.15 | $0.14 | ||
| Q1 25 | $0.07 | $0.16 | ||
| Q4 24 | $0.01 | $0.18 | ||
| Q3 24 | $0.68 | $0.15 | ||
| Q2 24 | $0.15 | $0.21 | ||
| Q1 24 | $0.08 | $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 | $701.5M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $469.4M | $512.5M |
| 总资产 | $3.3B | $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CHWYRVLV
| Q4 25 | $701.5M | $292.3M | ||
| Q3 25 | $591.8M | $315.4M | ||
| Q2 25 | $616.4M | $310.7M | ||
| Q1 25 | $596.7M | $300.8M | ||
| Q4 24 | $507.5M | $256.6M | ||
| Q3 24 | $695.0M | $252.8M | ||
| Q2 24 | $1.1B | $244.7M | ||
| Q1 24 | $1.1B | $273.4M |
股东权益CHWYRVLV
| Q4 25 | $469.4M | $512.5M | ||
| Q3 25 | $389.9M | $490.2M | ||
| Q2 25 | $375.6M | $468.6M | ||
| Q1 25 | $261.5M | $453.4M | ||
| Q4 24 | $223.4M | $437.8M | ||
| Q3 24 | $486.7M | $420.8M | ||
| Q2 24 | $642.9M | $405.8M | ||
| Q1 24 | $510.2M | $389.9M |
总资产CHWYRVLV
| Q4 25 | $3.3B | $765.0M | ||
| Q3 25 | $3.1B | $751.3M | ||
| Q2 25 | $3.1B | $722.9M | ||
| Q1 25 | $3.0B | $713.9M | ||
| Q4 24 | $3.0B | $665.5M | ||
| Q3 24 | $3.1B | $670.9M | ||
| Q2 24 | $3.2B | $657.8M | ||
| Q1 24 | $3.2B | $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 | $207.9M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $175.8M | $-13.3M |
| 自由现金流率自由现金流/营收 | 5.6% | -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 | 3.51× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $487.0M | $48.0M |
8季度趋势，按日历期对齐
经营现金流CHWYRVLV
| Q4 25 | $207.9M | $-10.2M | ||
| Q3 25 | $133.9M | $11.8M | ||
| Q2 25 | $86.4M | $12.6M | ||
| Q1 25 | $207.5M | $45.1M | ||
| Q4 24 | $183.5M | $3.9M | ||
| Q3 24 | $123.4M | $9.1M | ||
| Q2 24 | $81.9M | $-24.7M | ||
| Q1 24 | $98.9M | $38.4M |
自由现金流CHWYRVLV
| Q4 25 | $175.8M | $-13.3M | ||
| Q3 25 | $105.9M | $7.5M | ||
| Q2 25 | $48.7M | $10.4M | ||
| Q1 25 | $156.6M | $43.4M | ||
| Q4 24 | $151.8M | $2.1M | ||
| Q3 24 | $91.5M | $8.0M | ||
| Q2 24 | $52.6M | $-25.7M | ||
| Q1 24 | $66.5M | $36.7M |
自由现金流率CHWYRVLV
| Q4 25 | 5.6% | -4.1% | ||
| Q3 25 | 3.4% | 2.5% | ||
| Q2 25 | 1.6% | 3.4% | ||
| Q1 25 | 4.8% | 14.6% | ||
| Q4 24 | 5.3% | 0.7% | ||
| Q3 24 | 3.2% | 2.8% | ||
| Q2 24 | 1.8% | -9.1% | ||
| Q1 24 | 2.3% | 13.5% |
资本支出强度CHWYRVLV
| Q4 25 | 1.0% | 1.0% | ||
| Q3 25 | 0.9% | 1.5% | ||
| Q2 25 | 1.2% | 0.7% | ||
| Q1 25 | 1.6% | 0.6% | ||
| Q4 24 | 1.1% | 0.6% | ||
| Q3 24 | 1.1% | 0.4% | ||
| Q2 24 | 1.0% | 0.4% | ||
| Q1 24 | 1.1% | 0.6% |
现金转化率CHWYRVLV
| Q4 25 | 3.51× | -0.55× | ||
| Q3 25 | 2.16× | 0.56× | ||
| Q2 25 | 1.38× | 1.24× | ||
| Q1 25 | 9.10× | 3.82× | ||
| Q4 24 | 46.66× | 0.32× | ||
| Q3 24 | 0.41× | 0.83× | ||
| Q2 24 | 1.22× | -1.60× | ||
| Q1 24 | 2.89× | 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
CHWY
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% |
