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康美（CNMD）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.的季度营收约是康美的1.0倍（$324.4M vs $317.0M），Revolve Group, Inc.净利率更高（5.7% vs 4.4%，领先1.4%），Revolve Group, Inc.同比增速更快（10.4% vs -1.3%），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs -2.3%）
康美公司是一家上市的美国医疗设备制造商，主营骨科、腹腔镜、普通外科相关医疗器械以及各类患者护理产品，总部现位于佛罗里达州拉戈，2022年7月前设于纽约州尤蒂卡。该品牌秉持以人为本的文化，以助力医疗合作方及其服务的患者为核心使命，在美国和墨西哥都设有生产基地。
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。
CNMD vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.0倍
$317.0M
营收增速更快
RVLV
高出11.7%
-1.3%
净利率更高
RVLV
高出1.4%
4.4%
两年增速更快
RVLV
近两年复合增速
-2.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.0M | $324.4M |
| 净利润 | $13.8M | $18.6M |
| 毛利率 | 57.9% | 53.3% |
| 营业利润率 | 8.0% | 6.3% |
| 净利率 | 4.4% | 5.7% |
| 营收同比 | -1.3% | 10.4% |
| 净利润同比 | 129.1% | 50.4% |
| 每股收益（稀释后） | $0.45 | $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CNMDRVLV
| Q1 26 | $317.0M | — | ||
| Q4 25 | $373.2M | $324.4M | ||
| Q3 25 | $337.9M | $295.6M | ||
| Q2 25 | $342.3M | $309.0M | ||
| Q1 25 | $321.3M | $296.7M | ||
| Q4 24 | $345.9M | $293.7M | ||
| Q3 24 | $316.7M | $283.1M | ||
| Q2 24 | $332.1M | $282.5M |
净利润CNMDRVLV
| Q1 26 | $13.8M | — | ||
| Q4 25 | — | $18.6M | ||
| Q3 25 | $2.9M | $21.2M | ||
| Q2 25 | $21.4M | $10.2M | ||
| Q1 25 | $6.0M | $11.8M | ||
| Q4 24 | — | $12.3M | ||
| Q3 24 | $49.0M | $11.0M | ||
| Q2 24 | $30.0M | $15.4M |
毛利率CNMDRVLV
| Q1 26 | 57.9% | — | ||
| Q4 25 | 58.5% | 53.3% | ||
| Q3 25 | 49.2% | 54.6% | ||
| Q2 25 | 55.0% | 54.1% | ||
| Q1 25 | 55.3% | 52.0% | ||
| Q4 24 | 57.3% | 52.5% | ||
| Q3 24 | 56.5% | 51.2% | ||
| Q2 24 | 55.3% | 54.0% |
营业利润率CNMDRVLV
| Q1 26 | 8.0% | — | ||
| Q4 25 | 9.8% | 6.3% | ||
| Q3 25 | 3.5% | 7.1% | ||
| Q2 25 | 11.1% | 5.8% | ||
| Q1 25 | 5.0% | 5.0% | ||
| Q4 24 | 15.2% | 3.9% | ||
| Q3 24 | 20.7% | 5.0% | ||
| Q2 24 | 14.2% | 5.8% |
净利率CNMDRVLV
| Q1 26 | 4.4% | — | ||
| Q4 25 | — | 5.7% | ||
| Q3 25 | 0.8% | 7.2% | ||
| Q2 25 | 6.3% | 3.3% | ||
| Q1 25 | 1.9% | 4.0% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | 15.5% | 3.9% | ||
| Q2 24 | 9.0% | 5.4% |
每股收益（稀释后）CNMDRVLV
| Q1 26 | $0.45 | — | ||
| Q4 25 | $0.54 | $0.27 | ||
| Q3 25 | $0.09 | $0.29 | ||
| Q2 25 | $0.69 | $0.14 | ||
| Q1 25 | $0.19 | $0.16 | ||
| Q4 24 | $1.09 | $0.18 | ||
| Q3 24 | $1.57 | $0.15 | ||
| Q2 24 | $0.96 | $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 | — | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $512.5M |
| 总资产 | — | $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CNMDRVLV
| Q1 26 | — | — | ||
| Q4 25 | — | $292.3M | ||
| Q3 25 | — | $315.4M | ||
| Q2 25 | — | $310.7M | ||
| Q1 25 | — | $300.8M | ||
| Q4 24 | — | $256.6M | ||
| Q3 24 | — | $252.8M | ||
| Q2 24 | — | $244.7M |
总债务CNMDRVLV
| Q1 26 | — | — | ||
| Q4 25 | $834.2M | — | ||
| Q3 25 | $853.0M | — | ||
| Q2 25 | $881.1M | — | ||
| Q1 25 | $891.4M | — | ||
| Q4 24 | $905.1M | — | ||
| Q3 24 | $940.1M | — | ||
| Q2 24 | $965.2M | — |
股东权益CNMDRVLV
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $512.5M | ||
| Q3 25 | $1.0B | $490.2M | ||
| Q2 25 | $1.0B | $468.6M | ||
| Q1 25 | $977.6M | $453.4M | ||
| Q4 24 | $962.7M | $437.8M | ||
| Q3 24 | $932.9M | $420.8M | ||
| Q2 24 | $881.8M | $405.8M |
总资产CNMDRVLV
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | $765.0M | ||
| Q3 25 | $2.3B | $751.3M | ||
| Q2 25 | $2.3B | $722.9M | ||
| Q1 25 | $2.3B | $713.9M | ||
| Q4 24 | $2.3B | $665.5M | ||
| Q3 24 | $2.3B | $670.9M | ||
| Q2 24 | $2.3B | $657.8M |
负债/权益比CNMDRVLV
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | — | ||
| Q3 25 | 0.85× | — | ||
| Q2 25 | 0.88× | — | ||
| Q1 25 | 0.91× | — | ||
| Q4 24 | 0.94× | — | ||
| Q3 24 | 1.01× | — | ||
| Q2 24 | 1.09× | — |
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 | — | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-13.3M |
| 自由现金流率自由现金流/营收 | — | -4.1% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | — | -0.55× |
| 过去12个月自由现金流最近4个季度 | — | $48.0M |
8季度趋势，按日历期对齐
经营现金流CNMDRVLV
| Q1 26 | — | — | ||
| Q4 25 | $46.3M | $-10.2M | ||
| Q3 25 | $53.7M | $11.8M | ||
| Q2 25 | $29.1M | $12.6M | ||
| Q1 25 | $41.5M | $45.1M | ||
| Q4 24 | $43.3M | $3.9M | ||
| Q3 24 | $51.2M | $9.1M | ||
| Q2 24 | $43.3M | $-24.7M |
自由现金流CNMDRVLV
| Q1 26 | — | — | ||
| Q4 25 | $41.2M | $-13.3M | ||
| Q3 25 | $48.5M | $7.5M | ||
| Q2 25 | $23.4M | $10.4M | ||
| Q1 25 | $37.8M | $43.4M | ||
| Q4 24 | $39.3M | $2.1M | ||
| Q3 24 | $47.8M | $8.0M | ||
| Q2 24 | $39.7M | $-25.7M |
自由现金流率CNMDRVLV
| Q1 26 | — | — | ||
| Q4 25 | 11.0% | -4.1% | ||
| Q3 25 | 14.4% | 2.5% | ||
| Q2 25 | 6.8% | 3.4% | ||
| Q1 25 | 11.8% | 14.6% | ||
| Q4 24 | 11.4% | 0.7% | ||
| Q3 24 | 15.1% | 2.8% | ||
| Q2 24 | 12.0% | -9.1% |
资本支出强度CNMDRVLV
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 1.0% | ||
| Q3 25 | 1.5% | 1.5% | ||
| Q2 25 | 1.7% | 0.7% | ||
| Q1 25 | 1.2% | 0.6% | ||
| Q4 24 | 1.2% | 0.6% | ||
| Q3 24 | 1.1% | 0.4% | ||
| Q2 24 | 1.1% | 0.4% |
现金转化率CNMDRVLV
| Q1 26 | — | — | ||
| Q4 25 | — | -0.55× | ||
| Q3 25 | 18.78× | 0.56× | ||
| Q2 25 | 1.36× | 1.24× | ||
| Q1 25 | 6.88× | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | 1.05× | 0.83× | ||
| Q2 24 | 1.44× | -1.60× |
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
CNMD
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% |
