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COUSINS PROPERTIES INC（CUZ）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COUSINS PROPERTIES INC的1.3倍（$324.4M vs $255.0M），Revolve Group, Inc.净利率更高（5.7% vs -1.4%，领先7.1%），COUSINS PROPERTIES INC同比增速更快（13.2% vs 10.4%），COUSINS PROPERTIES INC自由现金流更多（$135.0M vs $-13.3M），过去两年COUSINS PROPERTIES INC的营收复合增速更高（10.4% vs 9.5%）
Cousins Properties是一家公开上市的房地产投资信托（REIT），专注于亚特兰大、夏洛特、奥斯汀、菲尼克斯、坦帕及北卡罗来纳州教堂山的写字楼资产投资。公司曾开发多个知名地标项目，包括亚特兰大的CNN中心、奥姆尼体育馆、桃树中心191号大厦以及埃默里角商业综合体。
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。
CUZ vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.3倍
$255.0M
营收增速更快
CUZ
高出2.8%
10.4%
净利率更高
RVLV
高出7.1%
-1.4%
自由现金流更多
CUZ
多$148.3M
$-13.3M
两年增速更快
CUZ
近两年复合增速
9.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $255.0M | $324.4M |
| 净利润 | $-3.5M | $18.6M |
| 毛利率 | 67.4% | 53.3% |
| 营业利润率 | 67.5% | 6.3% |
| 净利率 | -1.4% | 5.7% |
| 营收同比 | 13.2% | 10.4% |
| 净利润同比 | -125.4% | 50.4% |
| 每股收益（稀释后） | $-0.02 | $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CUZRVLV
| Q4 25 | $255.0M | $324.4M | ||
| Q3 25 | $248.3M | $295.6M | ||
| Q2 25 | $240.1M | $309.0M | ||
| Q1 25 | $250.3M | $296.7M | ||
| Q4 24 | $225.3M | $293.7M | ||
| Q3 24 | $209.2M | $283.1M | ||
| Q2 24 | $213.0M | $282.5M | ||
| Q1 24 | $209.2M | $270.6M |
净利润CUZRVLV
| Q4 25 | $-3.5M | $18.6M | ||
| Q3 25 | $8.6M | $21.2M | ||
| Q2 25 | $14.5M | $10.2M | ||
| Q1 25 | $20.9M | $11.8M | ||
| Q4 24 | $13.6M | $12.3M | ||
| Q3 24 | $11.2M | $11.0M | ||
| Q2 24 | $7.8M | $15.4M | ||
| Q1 24 | $13.3M | $10.9M |
毛利率CUZRVLV
| Q4 25 | 67.4% | 53.3% | ||
| Q3 25 | 67.8% | 54.6% | ||
| Q2 25 | 69.1% | 54.1% | ||
| Q1 25 | 69.2% | 52.0% | ||
| Q4 24 | 67.6% | 52.5% | ||
| Q3 24 | 68.5% | 51.2% | ||
| Q2 24 | 66.8% | 54.0% | ||
| Q1 24 | 66.0% | 52.3% |
营业利润率CUZRVLV
| Q4 25 | 67.5% | 6.3% | ||
| Q3 25 | 68.1% | 7.1% | ||
| Q2 25 | 69.4% | 5.8% | ||
| Q1 25 | 66.0% | 5.0% | ||
| Q4 24 | 65.8% | 3.9% | ||
| Q3 24 | 67.9% | 5.0% | ||
| Q2 24 | 66.4% | 5.8% | ||
| Q1 24 | 66.3% | 3.4% |
净利率CUZRVLV
| Q4 25 | -1.4% | 5.7% | ||
| Q3 25 | 3.5% | 7.2% | ||
| Q2 25 | 6.0% | 3.3% | ||
| Q1 25 | 8.3% | 4.0% | ||
| Q4 24 | 6.1% | 4.2% | ||
| Q3 24 | 5.4% | 3.9% | ||
| Q2 24 | 3.7% | 5.4% | ||
| Q1 24 | 6.4% | 4.0% |
每股收益（稀释后）CUZRVLV
| Q4 25 | $-0.02 | $0.27 | ||
| Q3 25 | $0.05 | $0.29 | ||
| Q2 25 | $0.09 | $0.14 | ||
| Q1 25 | $0.12 | $0.16 | ||
| Q4 24 | $0.09 | $0.18 | ||
| Q3 24 | $0.07 | $0.15 | ||
| Q2 24 | $0.05 | $0.21 | ||
| Q1 24 | $0.09 | $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 | $5.7M | $292.3M |
| 总债务越低越好 | $3.3B | — |
| 股东权益账面价值 | $4.7B | $512.5M |
| 总资产 | $8.9B | $765.0M |
| 负债/权益比越低杠杆越低 | 0.71× | — |
8季度趋势，按日历期对齐
现金及短期投资CUZRVLV
| Q4 25 | $5.7M | $292.3M | ||
| Q3 25 | $4.7M | $315.4M | ||
| Q2 25 | $416.8M | $310.7M | ||
| Q1 25 | $5.3M | $300.8M | ||
| Q4 24 | $7.3M | $256.6M | ||
| Q3 24 | $76.1M | $252.8M | ||
| Q2 24 | $6.0M | $244.7M | ||
| Q1 24 | $5.5M | $273.4M |
总债务CUZRVLV
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.3B | — | ||
| Q2 25 | $3.5B | — | ||
| Q1 25 | $3.0B | — | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $2.7B | — | ||
| Q2 24 | $2.6B | — | ||
| Q1 24 | $2.6B | — |
股东权益CUZRVLV
| Q4 25 | $4.7B | $512.5M | ||
| Q3 25 | $4.7B | $490.2M | ||
| Q2 25 | $4.8B | $468.6M | ||
| Q1 25 | $4.8B | $453.4M | ||
| Q4 24 | $4.8B | $437.8M | ||
| Q3 24 | $4.4B | $420.8M | ||
| Q2 24 | $4.5B | $405.8M | ||
| Q1 24 | $4.5B | $389.9M |
总资产CUZRVLV
| Q4 25 | $8.9B | $765.0M | ||
| Q3 25 | $8.9B | $751.3M | ||
| Q2 25 | $9.1B | $722.9M | ||
| Q1 25 | $8.7B | $713.9M | ||
| Q4 24 | $8.8B | $665.5M | ||
| Q3 24 | $7.8B | $670.9M | ||
| Q2 24 | $7.7B | $657.8M | ||
| Q1 24 | $7.7B | $650.0M |
负债/权益比CUZRVLV
| Q4 25 | 0.71× | — | ||
| Q3 25 | 0.70× | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.63× | — | ||
| Q4 24 | 0.64× | — | ||
| Q3 24 | 0.60× | — | ||
| Q2 24 | 0.58× | — | ||
| Q1 24 | 0.57× | — |
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 | $402.3M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $135.0M | $-13.3M |
| 自由现金流率自由现金流/营收 | 53.0% | -4.1% |
| 资本支出强度资本支出/营收 | 104.8% | 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CUZRVLV
| Q4 25 | $402.3M | $-10.2M | ||
| Q3 25 | $120.5M | $11.8M | ||
| Q2 25 | $122.6M | $12.6M | ||
| Q1 25 | $44.8M | $45.1M | ||
| Q4 24 | $400.2M | $3.9M | ||
| Q3 24 | $117.4M | $9.1M | ||
| Q2 24 | $125.5M | $-24.7M | ||
| Q1 24 | $28.3M | $38.4M |
自由现金流CUZRVLV
| Q4 25 | $135.0M | $-13.3M | ||
| Q3 25 | — | $7.5M | ||
| Q2 25 | — | $10.4M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | $147.5M | $2.1M | ||
| Q3 24 | — | $8.0M | ||
| Q2 24 | — | $-25.7M | ||
| Q1 24 | — | $36.7M |
自由现金流率CUZRVLV
| Q4 25 | 53.0% | -4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | 65.5% | 0.7% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | -9.1% | ||
| Q1 24 | — | 13.5% |
资本支出强度CUZRVLV
| Q4 25 | 104.8% | 1.0% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | 112.2% | 0.6% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.6% |
现金转化率CUZRVLV
| Q4 25 | — | -0.55× | ||
| Q3 25 | 14.03× | 0.56× | ||
| Q2 25 | 8.46× | 1.24× | ||
| Q1 25 | 2.14× | 3.82× | ||
| Q4 24 | 29.35× | 0.32× | ||
| Q3 24 | 10.48× | 0.83× | ||
| Q2 24 | 16.01× | -1.60× | ||
| Q1 24 | 2.13× | 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
CUZ
| Rental Properties | $253.3M | 99% |
| Fee And Other Revenue | $1.7M | 1% |
| Other | $1.2M | 0% |
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% |
