vs
凌云逻辑(CRUS)与Revvity(RVTY)财务数据对比。点击上方公司名可切换其他公司
Revvity的季度营收约是凌云逻辑的1.3倍($772.1M vs $580.6M),凌云逻辑净利率更高(24.2% vs 12.7%,领先11.4%),Revvity同比增速更快(5.9% vs 4.5%),凌云逻辑自由现金流更多($285.7M vs $161.8M),过去两年凌云逻辑的营收复合增速更高(25.0% vs 9.0%)
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。
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。
CRUS vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.3倍
$580.6M
营收增速更快
RVTY
高出1.4%
4.5%
净利率更高
CRUS
高出11.4%
12.7%
自由现金流更多
CRUS
多$124.0M
$161.8M
两年增速更快
CRUS
近两年复合增速
9.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $580.6M | $772.1M |
| 净利润 | $140.3M | $98.4M |
| 毛利率 | 53.1% | — |
| 营业利润率 | 26.3% | 14.5% |
| 净利率 | 24.2% | 12.7% |
| 营收同比 | 4.5% | 5.9% |
| 净利润同比 | 21.0% | 3.9% |
| 每股收益(稀释后) | $2.66 | $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
CRUS
RVTY
| Q4 25 | $580.6M | $772.1M | ||
| Q3 25 | $561.0M | $698.9M | ||
| Q2 25 | $407.3M | $720.3M | ||
| Q1 25 | $424.5M | $664.8M | ||
| Q4 24 | $555.7M | $729.4M | ||
| Q3 24 | $541.9M | $684.0M | ||
| Q2 24 | $374.0M | $691.7M | ||
| Q1 24 | $371.8M | $649.9M |
净利润
CRUS
RVTY
| Q4 25 | $140.3M | $98.4M | ||
| Q3 25 | $131.6M | $46.7M | ||
| Q2 25 | $60.7M | $53.9M | ||
| Q1 25 | $71.3M | $42.2M | ||
| Q4 24 | $116.0M | $94.6M | ||
| Q3 24 | $102.1M | $94.4M | ||
| Q2 24 | $42.1M | $55.4M | ||
| Q1 24 | $44.8M | $26.0M |
毛利率
CRUS
RVTY
| Q4 25 | 53.1% | — | ||
| Q3 25 | 52.5% | 53.6% | ||
| Q2 25 | 52.6% | 54.5% | ||
| Q1 25 | 53.4% | 56.5% | ||
| Q4 24 | 53.6% | — | ||
| Q3 24 | 52.2% | 56.3% | ||
| Q2 24 | 50.5% | 55.7% | ||
| Q1 24 | 51.8% | 54.6% |
营业利润率
CRUS
RVTY
| Q4 25 | 26.3% | 14.5% | ||
| Q3 25 | 25.8% | 11.7% | ||
| Q2 25 | 17.8% | 12.6% | ||
| Q1 25 | 20.2% | 10.9% | ||
| Q4 24 | 26.2% | 16.3% | ||
| Q3 24 | 24.3% | 14.3% | ||
| Q2 24 | 12.5% | 12.4% | ||
| Q1 24 | 14.1% | 6.8% |
净利率
CRUS
RVTY
| Q4 25 | 24.2% | 12.7% | ||
| Q3 25 | 23.5% | 6.7% | ||
| Q2 25 | 14.9% | 7.5% | ||
| Q1 25 | 16.8% | 6.4% | ||
| Q4 24 | 20.9% | 13.0% | ||
| Q3 24 | 18.8% | 13.8% | ||
| Q2 24 | 11.3% | 8.0% | ||
| Q1 24 | 12.1% | 4.0% |
每股收益(稀释后)
CRUS
RVTY
| Q4 25 | $2.66 | $0.86 | ||
| Q3 25 | $2.48 | $0.40 | ||
| Q2 25 | $1.14 | $0.46 | ||
| Q1 25 | $1.30 | $0.35 | ||
| Q4 24 | $2.11 | $0.77 | ||
| Q3 24 | $1.83 | $0.77 | ||
| Q2 24 | $0.76 | $0.45 | ||
| Q1 24 | $0.78 | $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 | $778.1M | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $7.3B |
| 总资产 | $2.5B | $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
CRUS
RVTY
| Q4 25 | $778.1M | $919.9M | ||
| Q3 25 | $593.5M | $931.4M | ||
| Q2 25 | $548.9M | $991.8M | ||
| Q1 25 | $539.6M | $1.1B | ||
| Q4 24 | $526.4M | $1.2B | ||
| Q3 24 | $445.8M | $1.2B | ||
| Q2 24 | $491.4M | $2.0B | ||
| Q1 24 | $502.8M | $1.7B |
股东权益
CRUS
RVTY
| Q4 25 | $2.1B | $7.3B | ||
| Q3 25 | $2.0B | $7.4B | ||
| Q2 25 | $1.9B | $7.6B | ||
| Q1 25 | $1.9B | $7.6B | ||
| Q4 24 | $2.0B | $7.7B | ||
| Q3 24 | $1.9B | $7.9B | ||
| Q2 24 | $1.8B | $7.9B | ||
| Q1 24 | $1.8B | $7.8B |
总资产
CRUS
RVTY
| Q4 25 | $2.5B | $12.2B | ||
| Q3 25 | $2.4B | $12.1B | ||
| Q2 25 | $2.3B | $12.4B | ||
| Q1 25 | $2.3B | $12.4B | ||
| Q4 24 | $2.4B | $12.4B | ||
| Q3 24 | $2.4B | $12.8B | ||
| Q2 24 | $2.3B | $13.4B | ||
| Q1 24 | $2.2B | $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 | $290.8M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $285.7M | $161.8M |
| 自由现金流率自由现金流/营收 | 49.2% | 21.0% |
| 资本支出强度资本支出/营收 | 0.9% | 2.6% |
| 现金转化率经营现金流/净利润 | 2.07× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $614.5M | $509.4M |
8季度趋势,按日历期对齐
经营现金流
CRUS
RVTY
| Q4 25 | $290.8M | $182.0M | ||
| Q3 25 | $92.2M | $138.5M | ||
| Q2 25 | $116.1M | $134.3M | ||
| Q1 25 | $130.4M | $128.2M | ||
| Q4 24 | $218.6M | $174.2M | ||
| Q3 24 | $8.2M | $147.9M | ||
| Q2 24 | $87.2M | $158.6M | ||
| Q1 24 | $170.5M | $147.6M |
自由现金流
CRUS
RVTY
| Q4 25 | $285.7M | $161.8M | ||
| Q3 25 | $88.3M | $120.0M | ||
| Q2 25 | $113.5M | $115.5M | ||
| Q1 25 | $127.0M | $112.2M | ||
| Q4 24 | $211.9M | $149.8M | ||
| Q3 24 | $5.6M | $125.6M | ||
| Q2 24 | $77.2M | $136.6M | ||
| Q1 24 | $163.5M | $129.7M |
自由现金流率
CRUS
RVTY
| Q4 25 | 49.2% | 21.0% | ||
| Q3 25 | 15.7% | 17.2% | ||
| Q2 25 | 27.9% | 16.0% | ||
| Q1 25 | 29.9% | 16.9% | ||
| Q4 24 | 38.1% | 20.5% | ||
| Q3 24 | 1.0% | 18.4% | ||
| Q2 24 | 20.6% | 19.7% | ||
| Q1 24 | 44.0% | 20.0% |
资本支出强度
CRUS
RVTY
| Q4 25 | 0.9% | 2.6% | ||
| Q3 25 | 0.7% | 2.6% | ||
| Q2 25 | 0.6% | 2.6% | ||
| Q1 25 | 0.8% | 2.4% | ||
| Q4 24 | 1.2% | 3.4% | ||
| Q3 24 | 0.5% | 3.3% | ||
| Q2 24 | 2.7% | 3.2% | ||
| Q1 24 | 1.9% | 2.7% |
现金转化率
CRUS
RVTY
| Q4 25 | 2.07× | 1.85× | ||
| Q3 25 | 0.70× | 2.97× | ||
| Q2 25 | 1.91× | 2.49× | ||
| Q1 25 | 1.83× | 3.03× | ||
| Q4 24 | 1.88× | 1.84× | ||
| Q3 24 | 0.08× | 1.57× | ||
| Q2 24 | 2.07× | 2.87× | ||
| Q1 24 | 3.80× | 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
CRUS
| Audio Products Segment | $344.5M | 59% |
| High Performance Mixed Signal Products | $236.2M | 41% |
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% |