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CubeSmart（CUBE）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CubeSmart的1.2倍（$324.4M vs $281.9M），CubeSmart净利率更高（29.4% vs 5.7%，领先23.6%），Revolve Group, Inc.同比增速更快（10.4% vs 3.3%），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs 2.9%）
CubeSmart是一家专注于投资自助仓储设施的美国房地产投资信托，为美国第三大自助仓储运营商。截至2024年12月31日，公司在全美25个州及哥伦比亚特区共持有631座自助仓储物业，可出租总面积达4580万平方英尺。
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。
CUBE vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.2倍
$281.9M
营收增速更快
RVLV
高出7.2%
3.3%
净利率更高
CUBE
高出23.6%
5.7%
两年增速更快
RVLV
近两年复合增速
2.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $281.9M | $324.4M |
| 净利润 | $82.8M | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | 40.2% | 6.3% |
| 净利率 | 29.4% | 5.7% |
| 营收同比 | 3.3% | 10.4% |
| 净利润同比 | -6.8% | 50.4% |
| 每股收益（稀释后） | $0.36 | $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CUBERVLV
| Q1 26 | $281.9M | — | ||
| Q4 25 | $282.7M | $324.4M | ||
| Q3 25 | $285.1M | $295.6M | ||
| Q2 25 | $282.3M | $309.0M | ||
| Q1 25 | $273.0M | $296.7M | ||
| Q4 24 | $267.7M | $293.7M | ||
| Q3 24 | $270.9M | $283.1M | ||
| Q2 24 | $266.2M | $282.5M |
净利润CUBERVLV
| Q1 26 | $82.8M | — | ||
| Q4 25 | $77.7M | $18.6M | ||
| Q3 25 | $82.4M | $21.2M | ||
| Q2 25 | $82.4M | $10.2M | ||
| Q1 25 | $88.7M | $11.8M | ||
| Q4 24 | $101.9M | $12.3M | ||
| Q3 24 | $101.0M | $11.0M | ||
| Q2 24 | $94.2M | $15.4M |
毛利率CUBERVLV
| Q1 26 | — | — | ||
| Q4 25 | 68.7% | 53.3% | ||
| Q3 25 | 68.1% | 54.6% | ||
| Q2 25 | 68.5% | 54.1% | ||
| Q1 25 | 69.6% | 52.0% | ||
| Q4 24 | 71.7% | 52.5% | ||
| Q3 24 | 69.8% | 51.2% | ||
| Q2 24 | 68.8% | 54.0% |
营业利润率CUBERVLV
| Q1 26 | 40.2% | — | ||
| Q4 25 | — | 6.3% | ||
| Q3 25 | — | 7.1% | ||
| Q2 25 | — | 5.8% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | — | 3.9% | ||
| Q3 24 | — | 5.0% | ||
| Q2 24 | — | 5.8% |
净利率CUBERVLV
| Q1 26 | 29.4% | — | ||
| Q4 25 | 27.5% | 5.7% | ||
| Q3 25 | 28.9% | 7.2% | ||
| Q2 25 | 29.2% | 3.3% | ||
| Q1 25 | 32.5% | 4.0% | ||
| Q4 24 | 38.1% | 4.2% | ||
| Q3 24 | 37.3% | 3.9% | ||
| Q2 24 | 35.4% | 5.4% |
每股收益（稀释后）CUBERVLV
| Q1 26 | $0.36 | — | ||
| Q4 25 | $0.35 | $0.27 | ||
| Q3 25 | $0.36 | $0.29 | ||
| Q2 25 | $0.36 | $0.14 | ||
| Q1 25 | $0.39 | $0.16 | ||
| Q4 24 | $0.45 | $0.18 | ||
| Q3 24 | $0.44 | $0.15 | ||
| Q2 24 | $0.41 | $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 | $2.7B | $512.5M |
| 总资产 | $6.6B | $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CUBERVLV
| Q1 26 | — | — | ||
| Q4 25 | $5.8M | $292.3M | ||
| Q3 25 | $108.4M | $315.4M | ||
| Q2 25 | $8.7M | $310.7M | ||
| Q1 25 | $10.8M | $300.8M | ||
| Q4 24 | $71.6M | $256.6M | ||
| Q3 24 | $43.5M | $252.8M | ||
| Q2 24 | $5.7M | $244.7M |
股东权益CUBERVLV
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $512.5M | ||
| Q3 25 | $2.8B | $490.2M | ||
| Q2 25 | $2.8B | $468.6M | ||
| Q1 25 | $2.8B | $453.4M | ||
| Q4 24 | $2.9B | $437.8M | ||
| Q3 24 | $2.8B | $420.8M | ||
| Q2 24 | $2.8B | $405.8M |
总资产CUBERVLV
| Q1 26 | $6.6B | — | ||
| Q4 25 | $6.6B | $765.0M | ||
| Q3 25 | $6.8B | $751.3M | ||
| Q2 25 | $6.7B | $722.9M | ||
| Q1 25 | $6.7B | $713.9M | ||
| Q4 24 | $6.4B | $665.5M | ||
| Q3 24 | $6.2B | $670.9M | ||
| Q2 24 | $6.2B | $657.8M |
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CUBERVLV
| Q1 26 | — | — | ||
| Q4 25 | $608.5M | $-10.2M | ||
| Q3 25 | $168.2M | $11.8M | ||
| Q2 25 | $157.5M | $12.6M | ||
| Q1 25 | $146.3M | $45.1M | ||
| Q4 24 | $631.1M | $3.9M | ||
| Q3 24 | $145.4M | $9.1M | ||
| Q2 24 | $170.9M | $-24.7M |
自由现金流CUBERVLV
| Q1 26 | — | — | ||
| Q4 25 | — | $-13.3M | ||
| Q3 25 | — | $7.5M | ||
| Q2 25 | — | $10.4M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | — | $8.0M | ||
| Q2 24 | — | $-25.7M |
自由现金流率CUBERVLV
| Q1 26 | — | — | ||
| Q4 25 | — | -4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | -9.1% |
资本支出强度CUBERVLV
| Q1 26 | — | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% |
现金转化率CUBERVLV
| Q1 26 | — | — | ||
| Q4 25 | 7.83× | -0.55× | ||
| Q3 25 | 2.04× | 0.56× | ||
| Q2 25 | 1.91× | 1.24× | ||
| Q1 25 | 1.65× | 3.82× | ||
| Q4 24 | 6.19× | 0.32× | ||
| Q3 24 | 1.44× | 0.83× | ||
| Q2 24 | 1.81× | -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
CUBE
| Rental income | $239.9M | 85% |
| Other | $32.1M | 11% |
| Property management fee income | $9.9M | 4% |
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% |
