vs
凌云逻辑（CRUS）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
凌云逻辑的季度营收约是Revolve Group, Inc.的1.8倍（$580.6M vs $324.4M），凌云逻辑净利率更高（24.2% vs 5.7%，领先18.4%），Revolve Group, Inc.同比增速更快（10.4% vs 4.5%），凌云逻辑自由现金流更多（$285.7M vs $-13.3M），过去两年凌云逻辑的营收复合增速更高（25.0% vs 9.5%）
凌云逻辑（Cirrus Logic）是美国无晶圆厂半导体供应商，专注于模拟、混合信号及音频数字信号处理集成电路的研发与供应，1998年起总部设立于得克萨斯州奥斯汀市，产品广泛应用于消费电子、智能音频等多个领域。
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。
CRUS vs RVLV — 直观对比
营收规模更大
CRUS
是对方的1.8倍
$324.4M
营收增速更快
RVLV
高出6.0%
4.5%
净利率更高
CRUS
高出18.4%
5.7%
自由现金流更多
CRUS
多$299.0M
$-13.3M
两年增速更快
CRUS
近两年复合增速
9.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $580.6M | $324.4M |
| 净利润 | $140.3M | $18.6M |
| 毛利率 | 53.1% | 53.3% |
| 营业利润率 | 26.3% | 6.3% |
| 净利率 | 24.2% | 5.7% |
| 营收同比 | 4.5% | 10.4% |
| 净利润同比 | 21.0% | 50.4% |
| 每股收益（稀释后） | $2.66 | $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CRUSRVLV
| Q4 25 | $580.6M | $324.4M | ||
| Q3 25 | $561.0M | $295.6M | ||
| Q2 25 | $407.3M | $309.0M | ||
| Q1 25 | $424.5M | $296.7M | ||
| Q4 24 | $555.7M | $293.7M | ||
| Q3 24 | $541.9M | $283.1M | ||
| Q2 24 | $374.0M | $282.5M | ||
| Q1 24 | $371.8M | $270.6M |
净利润CRUSRVLV
| Q4 25 | $140.3M | $18.6M | ||
| Q3 25 | $131.6M | $21.2M | ||
| Q2 25 | $60.7M | $10.2M | ||
| Q1 25 | $71.3M | $11.8M | ||
| Q4 24 | $116.0M | $12.3M | ||
| Q3 24 | $102.1M | $11.0M | ||
| Q2 24 | $42.1M | $15.4M | ||
| Q1 24 | $44.8M | $10.9M |
毛利率CRUSRVLV
| Q4 25 | 53.1% | 53.3% | ||
| Q3 25 | 52.5% | 54.6% | ||
| Q2 25 | 52.6% | 54.1% | ||
| Q1 25 | 53.4% | 52.0% | ||
| Q4 24 | 53.6% | 52.5% | ||
| Q3 24 | 52.2% | 51.2% | ||
| Q2 24 | 50.5% | 54.0% | ||
| Q1 24 | 51.8% | 52.3% |
营业利润率CRUSRVLV
| Q4 25 | 26.3% | 6.3% | ||
| Q3 25 | 25.8% | 7.1% | ||
| Q2 25 | 17.8% | 5.8% | ||
| Q1 25 | 20.2% | 5.0% | ||
| Q4 24 | 26.2% | 3.9% | ||
| Q3 24 | 24.3% | 5.0% | ||
| Q2 24 | 12.5% | 5.8% | ||
| Q1 24 | 14.1% | 3.4% |
净利率CRUSRVLV
| Q4 25 | 24.2% | 5.7% | ||
| Q3 25 | 23.5% | 7.2% | ||
| Q2 25 | 14.9% | 3.3% | ||
| Q1 25 | 16.8% | 4.0% | ||
| Q4 24 | 20.9% | 4.2% | ||
| Q3 24 | 18.8% | 3.9% | ||
| Q2 24 | 11.3% | 5.4% | ||
| Q1 24 | 12.1% | 4.0% |
每股收益（稀释后）CRUSRVLV
| Q4 25 | $2.66 | $0.27 | ||
| Q3 25 | $2.48 | $0.29 | ||
| Q2 25 | $1.14 | $0.14 | ||
| Q1 25 | $1.30 | $0.16 | ||
| Q4 24 | $2.11 | $0.18 | ||
| Q3 24 | $1.83 | $0.15 | ||
| Q2 24 | $0.76 | $0.21 | ||
| Q1 24 | $0.78 | $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 | $778.1M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $512.5M |
| 总资产 | $2.5B | $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CRUSRVLV
| Q4 25 | $778.1M | $292.3M | ||
| Q3 25 | $593.5M | $315.4M | ||
| Q2 25 | $548.9M | $310.7M | ||
| Q1 25 | $539.6M | $300.8M | ||
| Q4 24 | $526.4M | $256.6M | ||
| Q3 24 | $445.8M | $252.8M | ||
| Q2 24 | $491.4M | $244.7M | ||
| Q1 24 | $502.8M | $273.4M |
股东权益CRUSRVLV
| Q4 25 | $2.1B | $512.5M | ||
| Q3 25 | $2.0B | $490.2M | ||
| Q2 25 | $1.9B | $468.6M | ||
| Q1 25 | $1.9B | $453.4M | ||
| Q4 24 | $2.0B | $437.8M | ||
| Q3 24 | $1.9B | $420.8M | ||
| Q2 24 | $1.8B | $405.8M | ||
| Q1 24 | $1.8B | $389.9M |
总资产CRUSRVLV
| Q4 25 | $2.5B | $765.0M | ||
| Q3 25 | $2.4B | $751.3M | ||
| Q2 25 | $2.3B | $722.9M | ||
| Q1 25 | $2.3B | $713.9M | ||
| Q4 24 | $2.4B | $665.5M | ||
| Q3 24 | $2.4B | $670.9M | ||
| Q2 24 | $2.3B | $657.8M | ||
| Q1 24 | $2.2B | $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 | $290.8M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $285.7M | $-13.3M |
| 自由现金流率自由现金流/营收 | 49.2% | -4.1% |
| 资本支出强度资本支出/营收 | 0.9% | 1.0% |
| 现金转化率经营现金流/净利润 | 2.07× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $614.5M | $48.0M |
8季度趋势，按日历期对齐
经营现金流CRUSRVLV
| Q4 25 | $290.8M | $-10.2M | ||
| Q3 25 | $92.2M | $11.8M | ||
| Q2 25 | $116.1M | $12.6M | ||
| Q1 25 | $130.4M | $45.1M | ||
| Q4 24 | $218.6M | $3.9M | ||
| Q3 24 | $8.2M | $9.1M | ||
| Q2 24 | $87.2M | $-24.7M | ||
| Q1 24 | $170.5M | $38.4M |
自由现金流CRUSRVLV
| Q4 25 | $285.7M | $-13.3M | ||
| Q3 25 | $88.3M | $7.5M | ||
| Q2 25 | $113.5M | $10.4M | ||
| Q1 25 | $127.0M | $43.4M | ||
| Q4 24 | $211.9M | $2.1M | ||
| Q3 24 | $5.6M | $8.0M | ||
| Q2 24 | $77.2M | $-25.7M | ||
| Q1 24 | $163.5M | $36.7M |
自由现金流率CRUSRVLV
| Q4 25 | 49.2% | -4.1% | ||
| Q3 25 | 15.7% | 2.5% | ||
| Q2 25 | 27.9% | 3.4% | ||
| Q1 25 | 29.9% | 14.6% | ||
| Q4 24 | 38.1% | 0.7% | ||
| Q3 24 | 1.0% | 2.8% | ||
| Q2 24 | 20.6% | -9.1% | ||
| Q1 24 | 44.0% | 13.5% |
资本支出强度CRUSRVLV
| Q4 25 | 0.9% | 1.0% | ||
| Q3 25 | 0.7% | 1.5% | ||
| Q2 25 | 0.6% | 0.7% | ||
| Q1 25 | 0.8% | 0.6% | ||
| Q4 24 | 1.2% | 0.6% | ||
| Q3 24 | 0.5% | 0.4% | ||
| Q2 24 | 2.7% | 0.4% | ||
| Q1 24 | 1.9% | 0.6% |
现金转化率CRUSRVLV
| Q4 25 | 2.07× | -0.55× | ||
| Q3 25 | 0.70× | 0.56× | ||
| Q2 25 | 1.91× | 1.24× | ||
| Q1 25 | 1.83× | 3.82× | ||
| Q4 24 | 1.88× | 0.32× | ||
| Q3 24 | 0.08× | 0.83× | ||
| Q2 24 | 2.07× | -1.60× | ||
| Q1 24 | 3.80× | 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
CRUS
| Audio Products Segment | $344.5M | 59% |
| High Performance Mixed Signal Products | $236.2M | 41% |
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% |
