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精工集团(CRDO)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.的季度营收约是精工集团的1.2倍($324.4M vs $268.0M),精工集团净利率更高(30.8% vs 5.7%,领先25.1%),精工集团同比增速更快(272.1% vs 10.4%),精工集团自由现金流更多($38.5M vs $-13.3M),过去两年精工集团的营收复合增速更高(124.8% vs 9.5%)
精工集团是由精工集团株式会社及其子公司、关联企业组成的企业集团。该集团原由精工控股株式会社、精工仪器株式会社和精工爱普生株式会社三家核心企业构成,三家企业均以钟表技术为核心联结。目前爱普生仍为精工集团开发生产腕表,但爱普生及其子公司已不属于精工集团旗下成员。
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。
CRDO vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.2倍
$268.0M
营收增速更快
CRDO
高出261.7%
10.4%
净利率更高
CRDO
高出25.1%
5.7%
自由现金流更多
CRDO
多$51.8M
$-13.3M
两年增速更快
CRDO
近两年复合增速
9.5%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $268.0M | $324.4M |
| 净利润 | $82.6M | $18.6M |
| 毛利率 | 67.5% | 53.3% |
| 营业利润率 | 29.4% | 6.3% |
| 净利率 | 30.8% | 5.7% |
| 营收同比 | 272.1% | 10.4% |
| 净利润同比 | 2055.9% | 50.4% |
| 每股收益(稀释后) | $0.44 | $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
CRDO
RVLV
| Q4 25 | $268.0M | $324.4M | ||
| Q3 25 | $223.1M | $295.6M | ||
| Q2 25 | $170.0M | $309.0M | ||
| Q1 25 | $135.0M | $296.7M | ||
| Q4 24 | $72.0M | $293.7M | ||
| Q3 24 | $59.7M | $283.1M | ||
| Q2 24 | $60.8M | $282.5M | ||
| Q1 24 | $53.1M | $270.6M |
净利润
CRDO
RVLV
| Q4 25 | $82.6M | $18.6M | ||
| Q3 25 | $63.4M | $21.2M | ||
| Q2 25 | $36.6M | $10.2M | ||
| Q1 25 | $29.4M | $11.8M | ||
| Q4 24 | $-4.2M | $12.3M | ||
| Q3 24 | $-9.5M | $11.0M | ||
| Q2 24 | $-10.5M | $15.4M | ||
| Q1 24 | $428.0K | $10.9M |
毛利率
CRDO
RVLV
| Q4 25 | 67.5% | 53.3% | ||
| Q3 25 | 67.4% | 54.6% | ||
| Q2 25 | 67.2% | 54.1% | ||
| Q1 25 | 63.6% | 52.0% | ||
| Q4 24 | 63.2% | 52.5% | ||
| Q3 24 | 62.4% | 51.2% | ||
| Q2 24 | 65.8% | 54.0% | ||
| Q1 24 | 61.4% | 52.3% |
营业利润率
CRDO
RVLV
| Q4 25 | 29.4% | 6.3% | ||
| Q3 25 | 27.2% | 7.1% | ||
| Q2 25 | 19.9% | 5.8% | ||
| Q1 25 | 19.4% | 5.0% | ||
| Q4 24 | -11.7% | 3.9% | ||
| Q3 24 | -24.2% | 5.0% | ||
| Q2 24 | -13.0% | 5.8% | ||
| Q1 24 | -11.1% | 3.4% |
净利率
CRDO
RVLV
| Q4 25 | 30.8% | 5.7% | ||
| Q3 25 | 28.4% | 7.2% | ||
| Q2 25 | 21.5% | 3.3% | ||
| Q1 25 | 21.7% | 4.0% | ||
| Q4 24 | -5.9% | 4.2% | ||
| Q3 24 | -16.0% | 3.9% | ||
| Q2 24 | -17.2% | 5.4% | ||
| Q1 24 | 0.8% | 4.0% |
每股收益(稀释后)
CRDO
RVLV
| Q4 25 | $0.44 | $0.27 | ||
| Q3 25 | $0.34 | $0.29 | ||
| Q2 25 | $0.22 | $0.14 | ||
| Q1 25 | $0.16 | $0.16 | ||
| Q4 24 | $-0.03 | $0.18 | ||
| Q3 24 | $-0.06 | $0.15 | ||
| Q2 24 | $-0.06 | $0.21 | ||
| Q1 24 | $0.00 | $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 | $813.6M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $512.5M |
| 总资产 | $1.4B | $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
CRDO
RVLV
| Q4 25 | $813.6M | $292.3M | ||
| Q3 25 | $479.6M | $315.4M | ||
| Q2 25 | $431.3M | $310.7M | ||
| Q1 25 | $379.2M | $300.8M | ||
| Q4 24 | $383.0M | $256.6M | ||
| Q3 24 | $398.6M | $252.8M | ||
| Q2 24 | $410.0M | $244.7M | ||
| Q1 24 | $409.1M | $273.4M |
股东权益
CRDO
RVLV
| Q4 25 | $1.3B | $512.5M | ||
| Q3 25 | $781.4M | $490.2M | ||
| Q2 25 | $681.6M | $468.6M | ||
| Q1 25 | $618.2M | $453.4M | ||
| Q4 24 | $567.9M | $437.8M | ||
| Q3 24 | $553.1M | $420.8M | ||
| Q2 24 | $540.2M | $405.8M | ||
| Q1 24 | $534.0M | $389.9M |
总资产
CRDO
RVLV
| Q4 25 | $1.4B | $765.0M | ||
| Q3 25 | $905.2M | $751.3M | ||
| Q2 25 | $809.3M | $722.9M | ||
| Q1 25 | $719.9M | $713.9M | ||
| Q4 24 | $638.6M | $665.5M | ||
| Q3 24 | $644.9M | $670.9M | ||
| Q2 24 | $601.9M | $657.8M | ||
| Q1 24 | $592.5M | $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 | $61.7M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $38.5M | $-13.3M |
| 自由现金流率自由现金流/营收 | 14.4% | -4.1% |
| 资本支出强度资本支出/营收 | 8.7% | 1.0% |
| 现金转化率经营现金流/净利润 | 0.75× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $143.6M | $48.0M |
8季度趋势,按日历期对齐
经营现金流
CRDO
RVLV
| Q4 25 | $61.7M | $-10.2M | ||
| Q3 25 | $54.2M | $11.8M | ||
| Q2 25 | $57.8M | $12.6M | ||
| Q1 25 | $4.2M | $45.1M | ||
| Q4 24 | $10.3M | $3.9M | ||
| Q3 24 | $-7.2M | $9.1M | ||
| Q2 24 | $4.2M | $-24.7M | ||
| Q1 24 | $-1.0M | $38.4M |
自由现金流
CRDO
RVLV
| Q4 25 | $38.5M | $-13.3M | ||
| Q3 25 | $51.3M | $7.5M | ||
| Q2 25 | $54.2M | $10.4M | ||
| Q1 25 | $-383.0K | $43.4M | ||
| Q4 24 | $-11.7M | $2.1M | ||
| Q3 24 | $-13.1M | $8.0M | ||
| Q2 24 | $962.0K | $-25.7M | ||
| Q1 24 | $-6.1M | $36.7M |
自由现金流率
CRDO
RVLV
| Q4 25 | 14.4% | -4.1% | ||
| Q3 25 | 23.0% | 2.5% | ||
| Q2 25 | 31.9% | 3.4% | ||
| Q1 25 | -0.3% | 14.6% | ||
| Q4 24 | -16.2% | 0.7% | ||
| Q3 24 | -21.9% | 2.8% | ||
| Q2 24 | 1.6% | -9.1% | ||
| Q1 24 | -11.6% | 13.5% |
资本支出强度
CRDO
RVLV
| Q4 25 | 8.7% | 1.0% | ||
| Q3 25 | 1.3% | 1.5% | ||
| Q2 25 | 2.1% | 0.7% | ||
| Q1 25 | 3.4% | 0.6% | ||
| Q4 24 | 30.5% | 0.6% | ||
| Q3 24 | 9.8% | 0.4% | ||
| Q2 24 | 5.3% | 0.4% | ||
| Q1 24 | 9.6% | 0.6% |
现金转化率
CRDO
RVLV
| Q4 25 | 0.75× | -0.55× | ||
| Q3 25 | 0.85× | 0.56× | ||
| Q2 25 | 1.58× | 1.24× | ||
| Q1 25 | 0.14× | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | -1.60× | ||
| Q1 24 | -2.42× | 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
CRDO
| Other | $132.1M | 49% |
| HK | $104.4M | 39% |
| RESTOFTHEWORLD | $31.5M | 12% |
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% |