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PC CONNECTION INC（CNXN）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PC CONNECTION INC的1.1倍（$772.1M vs $702.9M），Revvity净利率更高（12.7% vs 2.9%，领先9.8%），Revvity同比增速更快（5.9% vs -0.8%），Revvity自由现金流更多（$161.8M vs $25.2M），过去两年Revvity的营收复合增速更高（9.0% vs 5.5%）
PC Connection Inc.（商用名称为Connection）总部位于美国新罕布什尔州梅里马克，现有员工超2600人，在售产品超过46万种，是一家深耕IT相关产品供应与服务的企业，为不同客户群体提供多元的产品选择与配套支持。
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。
CNXN vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.1倍
$702.9M
营收增速更快
RVTY
高出6.7%
-0.8%
净利率更高
RVTY
高出9.8%
2.9%
自由现金流更多
RVTY
多$136.6M
$25.2M
两年增速更快
RVTY
近两年复合增速
5.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $702.9M | $772.1M |
| 净利润 | $20.7M | $98.4M |
| 毛利率 | 19.3% | — |
| 营业利润率 | 3.4% | 14.5% |
| 净利率 | 2.9% | 12.7% |
| 营收同比 | -0.8% | 5.9% |
| 净利润同比 | -0.0% | 3.9% |
| 每股收益（稀释后） | $0.82 | $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CNXNRVTY
| Q4 25 | $702.9M | $772.1M | ||
| Q3 25 | $709.1M | $698.9M | ||
| Q2 25 | $759.7M | $720.3M | ||
| Q1 25 | $701.0M | $664.8M | ||
| Q4 24 | $708.9M | $729.4M | ||
| Q3 24 | $724.7M | $684.0M | ||
| Q2 24 | $736.5M | $691.7M | ||
| Q1 24 | $632.0M | $649.9M |
净利润CNXNRVTY
| Q4 25 | $20.7M | $98.4M | ||
| Q3 25 | $24.7M | $46.7M | ||
| Q2 25 | $24.8M | $53.9M | ||
| Q1 25 | $13.5M | $42.2M | ||
| Q4 24 | $20.7M | $94.6M | ||
| Q3 24 | $27.1M | $94.4M | ||
| Q2 24 | $26.2M | $55.4M | ||
| Q1 24 | $13.2M | $26.0M |
毛利率CNXNRVTY
| Q4 25 | 19.3% | — | ||
| Q3 25 | 19.6% | 53.6% | ||
| Q2 25 | 18.1% | 54.5% | ||
| Q1 25 | 18.2% | 56.5% | ||
| Q4 24 | 18.3% | — | ||
| Q3 24 | 18.7% | 56.3% | ||
| Q2 24 | 18.5% | 55.7% | ||
| Q1 24 | 18.7% | 54.6% |
营业利润率CNXNRVTY
| Q4 25 | 3.4% | 14.5% | ||
| Q3 25 | 4.3% | 11.7% | ||
| Q2 25 | 4.1% | 12.6% | ||
| Q1 25 | 2.1% | 10.9% | ||
| Q4 24 | 3.2% | 16.3% | ||
| Q3 24 | 4.1% | 14.3% | ||
| Q2 24 | 4.2% | 12.4% | ||
| Q1 24 | 2.1% | 6.8% |
净利率CNXNRVTY
| Q4 25 | 2.9% | 12.7% | ||
| Q3 25 | 3.5% | 6.7% | ||
| Q2 25 | 3.3% | 7.5% | ||
| Q1 25 | 1.9% | 6.4% | ||
| Q4 24 | 2.9% | 13.0% | ||
| Q3 24 | 3.7% | 13.8% | ||
| Q2 24 | 3.6% | 8.0% | ||
| Q1 24 | 2.1% | 4.0% |
每股收益（稀释后）CNXNRVTY
| Q4 25 | $0.82 | $0.86 | ||
| Q3 25 | $0.97 | $0.40 | ||
| Q2 25 | $0.97 | $0.46 | ||
| Q1 25 | $0.51 | $0.35 | ||
| Q4 24 | $0.78 | $0.77 | ||
| Q3 24 | $1.02 | $0.77 | ||
| Q2 24 | $0.99 | $0.45 | ||
| Q1 24 | $0.50 | $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 | $406.7M | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $910.1M | $7.3B |
| 总资产 | $1.4B | $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CNXNRVTY
| Q4 25 | $406.7M | $919.9M | ||
| Q3 25 | $399.2M | $931.4M | ||
| Q2 25 | $346.1M | $991.8M | ||
| Q1 25 | $340.3M | $1.1B | ||
| Q4 24 | $442.6M | $1.2B | ||
| Q3 24 | $429.1M | $1.2B | ||
| Q2 24 | $385.8M | $2.0B | ||
| Q1 24 | $352.0M | $1.7B |
股东权益CNXNRVTY
| Q4 25 | $910.1M | $7.3B | ||
| Q3 25 | $902.7M | $7.4B | ||
| Q2 25 | $884.8M | $7.6B | ||
| Q1 25 | $877.0M | $7.6B | ||
| Q4 24 | $911.0M | $7.7B | ||
| Q3 24 | $897.4M | $7.9B | ||
| Q2 24 | $874.9M | $7.9B | ||
| Q1 24 | $852.7M | $7.8B |
总资产CNXNRVTY
| Q4 25 | $1.4B | $12.2B | ||
| Q3 25 | $1.3B | $12.1B | ||
| Q2 25 | $1.3B | $12.4B | ||
| Q1 25 | $1.2B | $12.4B | ||
| Q4 24 | $1.3B | $12.4B | ||
| Q3 24 | $1.3B | $12.8B | ||
| Q2 24 | $1.3B | $13.4B | ||
| Q1 24 | $1.2B | $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 | $27.4M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $25.2M | $161.8M |
| 自由现金流率自由现金流/营收 | 3.6% | 21.0% |
| 资本支出强度资本支出/营收 | 0.3% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.32× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $58.0M | $509.4M |
8季度趋势，按日历期对齐
经营现金流CNXNRVTY
| Q4 25 | $27.4M | $182.0M | ||
| Q3 25 | $64.1M | $138.5M | ||
| Q2 25 | $26.3M | $134.3M | ||
| Q1 25 | $-52.4M | $128.2M | ||
| Q4 24 | $25.2M | $174.2M | ||
| Q3 24 | $52.9M | $147.9M | ||
| Q2 24 | $38.4M | $158.6M | ||
| Q1 24 | $57.3M | $147.6M |
自由现金流CNXNRVTY
| Q4 25 | $25.2M | $161.8M | ||
| Q3 25 | $62.3M | $120.0M | ||
| Q2 25 | $24.6M | $115.5M | ||
| Q1 25 | $-54.1M | $112.2M | ||
| Q4 24 | $22.9M | $149.8M | ||
| Q3 24 | $51.2M | $125.6M | ||
| Q2 24 | $36.6M | $136.6M | ||
| Q1 24 | $55.7M | $129.7M |
自由现金流率CNXNRVTY
| Q4 25 | 3.6% | 21.0% | ||
| Q3 25 | 8.8% | 17.2% | ||
| Q2 25 | 3.2% | 16.0% | ||
| Q1 25 | -7.7% | 16.9% | ||
| Q4 24 | 3.2% | 20.5% | ||
| Q3 24 | 7.1% | 18.4% | ||
| Q2 24 | 5.0% | 19.7% | ||
| Q1 24 | 8.8% | 20.0% |
资本支出强度CNXNRVTY
| Q4 25 | 0.3% | 2.6% | ||
| Q3 25 | 0.3% | 2.6% | ||
| Q2 25 | 0.2% | 2.6% | ||
| Q1 25 | 0.2% | 2.4% | ||
| Q4 24 | 0.3% | 3.4% | ||
| Q3 24 | 0.2% | 3.3% | ||
| Q2 24 | 0.2% | 3.2% | ||
| Q1 24 | 0.3% | 2.7% |
现金转化率CNXNRVTY
| Q4 25 | 1.32× | 1.85× | ||
| Q3 25 | 2.59× | 2.97× | ||
| Q2 25 | 1.06× | 2.49× | ||
| Q1 25 | -3.89× | 3.03× | ||
| Q4 24 | 1.22× | 1.84× | ||
| Q3 24 | 1.96× | 1.57× | ||
| Q2 24 | 1.47× | 2.87× | ||
| Q1 24 | 4.35× | 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
CNXN
| Small And Medium Sized Businesses Segment | $273.5M | 39% |
| Notebooks And Mobility | $108.6M | 15% |
| Public Sector | $90.8M | 13% |
| Accessories | $46.4M | 7% |
| Desktops | $44.5M | 6% |
| Displays And Sounds | $37.1M | 5% |
| Software | $32.3M | 5% |
| Other Hardware And Services | $30.7M | 4% |
| Net And Com | $21.4M | 3% |
| Servers And Storage | $17.6M | 3% |
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% |
