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CAVCO INDUSTRIES, INC.（CVCO）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
CAVCO INDUSTRIES, INC.的季度营收约是Revolve Group, Inc.的1.8倍（$581.0M vs $324.4M），CAVCO INDUSTRIES, INC.净利率更高（7.6% vs 5.7%，领先1.9%），CAVCO INDUSTRIES, INC.同比增速更快（11.3% vs 10.4%），CAVCO INDUSTRIES, INC.自由现金流更多（$57.6M vs $-13.3M），过去两年CAVCO INDUSTRIES, INC.的营收复合增速更高（17.6% vs 9.5%）
Cavco工业是总部位于美国亚利桑那州凤凰城的制造企业，主营模块化住宅、休闲房车、度假木屋及预制房屋产品，在美国各地布局有完善的制造工厂与零售门店网络，可满足多元居住及休闲场景的使用需求。
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。
CVCO vs RVLV — 直观对比
营收规模更大
CVCO
是对方的1.8倍
$324.4M
营收增速更快
CVCO
高出0.9%
10.4%
净利率更高
CVCO
高出1.9%
5.7%
自由现金流更多
CVCO
多$70.9M
$-13.3M
两年增速更快
CVCO
近两年复合增速
9.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $581.0M | $324.4M |
| 净利润 | $44.1M | $18.6M |
| 毛利率 | 23.4% | 53.3% |
| 营业利润率 | 9.4% | 6.3% |
| 净利率 | 7.6% | 5.7% |
| 营收同比 | 11.3% | 10.4% |
| 净利润同比 | -22.0% | 50.4% |
| 每股收益（稀释后） | $5.58 | $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CVCORVLV
| Q4 25 | $581.0M | $324.4M | ||
| Q3 25 | $556.5M | $295.6M | ||
| Q2 25 | $556.9M | $309.0M | ||
| Q1 25 | $508.4M | $296.7M | ||
| Q4 24 | $522.0M | $293.7M | ||
| Q3 24 | $507.5M | $283.1M | ||
| Q2 24 | $477.6M | $282.5M | ||
| Q1 24 | $420.1M | $270.6M |
净利润CVCORVLV
| Q4 25 | $44.1M | $18.6M | ||
| Q3 25 | $52.4M | $21.2M | ||
| Q2 25 | $51.6M | $10.2M | ||
| Q1 25 | $36.3M | $11.8M | ||
| Q4 24 | $56.5M | $12.3M | ||
| Q3 24 | $43.8M | $11.0M | ||
| Q2 24 | $34.4M | $15.4M | ||
| Q1 24 | $33.9M | $10.9M |
毛利率CVCORVLV
| Q4 25 | 23.4% | 53.3% | ||
| Q3 25 | 24.2% | 54.6% | ||
| Q2 25 | 23.3% | 54.1% | ||
| Q1 25 | 22.8% | 52.0% | ||
| Q4 24 | 24.9% | 52.5% | ||
| Q3 24 | 22.9% | 51.2% | ||
| Q2 24 | 21.7% | 54.0% | ||
| Q1 24 | 23.6% | 52.3% |
营业利润率CVCORVLV
| Q4 25 | 9.4% | 6.3% | ||
| Q3 25 | 11.2% | 7.1% | ||
| Q2 25 | 10.8% | 5.8% | ||
| Q1 25 | 7.6% | 5.0% | ||
| Q4 24 | 12.3% | 3.9% | ||
| Q3 24 | 9.7% | 5.0% | ||
| Q2 24 | 8.1% | 5.8% | ||
| Q1 24 | 8.9% | 3.4% |
净利率CVCORVLV
| Q4 25 | 7.6% | 5.7% | ||
| Q3 25 | 9.4% | 7.2% | ||
| Q2 25 | 9.3% | 3.3% | ||
| Q1 25 | 7.1% | 4.0% | ||
| Q4 24 | 10.8% | 4.2% | ||
| Q3 24 | 8.6% | 3.9% | ||
| Q2 24 | 7.2% | 5.4% | ||
| Q1 24 | 8.1% | 4.0% |
每股收益（稀释后）CVCORVLV
| Q4 25 | $5.58 | $0.27 | ||
| Q3 25 | $6.55 | $0.29 | ||
| Q2 25 | $6.42 | $0.14 | ||
| Q1 25 | $4.42 | $0.16 | ||
| Q4 24 | $6.90 | $0.18 | ||
| Q3 24 | $5.28 | $0.15 | ||
| Q2 24 | $4.11 | $0.21 | ||
| Q1 24 | $4.05 | $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 | $241.9M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $512.5M |
| 总资产 | $1.5B | $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CVCORVLV
| Q4 25 | $241.9M | $292.3M | ||
| Q3 25 | $391.8M | $315.4M | ||
| Q2 25 | $362.4M | $310.7M | ||
| Q1 25 | $376.1M | $300.8M | ||
| Q4 24 | $378.9M | $256.6M | ||
| Q3 24 | $388.7M | $252.8M | ||
| Q2 24 | $380.0M | $244.7M | ||
| Q1 24 | $371.0M | $273.4M |
股东权益CVCORVLV
| Q4 25 | $1.1B | $512.5M | ||
| Q3 25 | $1.1B | $490.2M | ||
| Q2 25 | $1.1B | $468.6M | ||
| Q1 25 | $1.1B | $453.4M | ||
| Q4 24 | $1.1B | $437.8M | ||
| Q3 24 | $1.0B | $420.8M | ||
| Q2 24 | $1.0B | $405.8M | ||
| Q1 24 | $1.0B | $389.9M |
总资产CVCORVLV
| Q4 25 | $1.5B | $765.0M | ||
| Q3 25 | $1.4B | $751.3M | ||
| Q2 25 | $1.4B | $722.9M | ||
| Q1 25 | $1.4B | $713.9M | ||
| Q4 24 | $1.4B | $665.5M | ||
| Q3 24 | $1.4B | $670.9M | ||
| Q2 24 | $1.4B | $657.8M | ||
| Q1 24 | $1.4B | $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 | $66.1M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $57.6M | $-13.3M |
| 自由现金流率自由现金流/营收 | 9.9% | -4.1% |
| 资本支出强度资本支出/营收 | 1.5% | 1.0% |
| 现金转化率经营现金流/净利润 | 1.50× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $205.3M | $48.0M |
8季度趋势，按日历期对齐
经营现金流CVCORVLV
| Q4 25 | $66.1M | $-10.2M | ||
| Q3 25 | $78.5M | $11.8M | ||
| Q2 25 | $55.5M | $12.6M | ||
| Q1 25 | $38.6M | $45.1M | ||
| Q4 24 | $37.8M | $3.9M | ||
| Q3 24 | $54.7M | $9.1M | ||
| Q2 24 | $47.4M | $-24.7M | ||
| Q1 24 | — | $38.4M |
自由现金流CVCORVLV
| Q4 25 | $57.6M | $-13.3M | ||
| Q3 25 | $68.7M | $7.5M | ||
| Q2 25 | $46.4M | $10.4M | ||
| Q1 25 | $32.5M | $43.4M | ||
| Q4 24 | $32.3M | $2.1M | ||
| Q3 24 | $49.8M | $8.0M | ||
| Q2 24 | $42.4M | $-25.7M | ||
| Q1 24 | — | $36.7M |
自由现金流率CVCORVLV
| Q4 25 | 9.9% | -4.1% | ||
| Q3 25 | 12.4% | 2.5% | ||
| Q2 25 | 8.3% | 3.4% | ||
| Q1 25 | 6.4% | 14.6% | ||
| Q4 24 | 6.2% | 0.7% | ||
| Q3 24 | 9.8% | 2.8% | ||
| Q2 24 | 8.9% | -9.1% | ||
| Q1 24 | — | 13.5% |
资本支出强度CVCORVLV
| Q4 25 | 1.5% | 1.0% | ||
| Q3 25 | 1.7% | 1.5% | ||
| Q2 25 | 1.6% | 0.7% | ||
| Q1 25 | 1.2% | 0.6% | ||
| Q4 24 | 1.0% | 0.6% | ||
| Q3 24 | 1.0% | 0.4% | ||
| Q2 24 | 1.0% | 0.4% | ||
| Q1 24 | — | 0.6% |
现金转化率CVCORVLV
| Q4 25 | 1.50× | -0.55× | ||
| Q3 25 | 1.50× | 0.56× | ||
| Q2 25 | 1.08× | 1.24× | ||
| Q1 25 | 1.06× | 3.82× | ||
| Q4 24 | 0.67× | 0.32× | ||
| Q3 24 | 1.25× | 0.83× | ||
| Q2 24 | 1.38× | -1.60× | ||
| Q1 24 | — | 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
CVCO
| Manufactured Product Other | $532.5M | 92% |
| Other | $26.0M | 4% |
| Financial Service Other | $20.5M | 4% |
| Insurance Agency Commissions | $2.0M | 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% |
