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CAVCO INDUSTRIES, INC.（CVCO）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CAVCO INDUSTRIES, INC.的1.3倍（$772.1M vs $581.0M），Revvity净利率更高（12.7% vs 7.6%，领先5.2%），CAVCO INDUSTRIES, INC.同比增速更快（11.3% vs 5.9%），Revvity自由现金流更多（$161.8M vs $57.6M），过去两年CAVCO INDUSTRIES, INC.的营收复合增速更高（17.6% vs 9.0%）
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。
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。
CVCO vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.3倍
$581.0M
营收增速更快
CVCO
高出5.4%
5.9%
净利率更高
RVTY
高出5.2%
7.6%
自由现金流更多
RVTY
多$104.2M
$57.6M
两年增速更快
CVCO
近两年复合增速
9.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $581.0M | $772.1M |
| 净利润 | $44.1M | $98.4M |
| 毛利率 | 23.4% | — |
| 营业利润率 | 9.4% | 14.5% |
| 净利率 | 7.6% | 12.7% |
| 营收同比 | 11.3% | 5.9% |
| 净利润同比 | -22.0% | 3.9% |
| 每股收益（稀释后） | $5.58 | $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CVCORVTY
| Q4 25 | $581.0M | $772.1M | ||
| Q3 25 | $556.5M | $698.9M | ||
| Q2 25 | $556.9M | $720.3M | ||
| Q1 25 | $508.4M | $664.8M | ||
| Q4 24 | $522.0M | $729.4M | ||
| Q3 24 | $507.5M | $684.0M | ||
| Q2 24 | $477.6M | $691.7M | ||
| Q1 24 | $420.1M | $649.9M |
净利润CVCORVTY
| Q4 25 | $44.1M | $98.4M | ||
| Q3 25 | $52.4M | $46.7M | ||
| Q2 25 | $51.6M | $53.9M | ||
| Q1 25 | $36.3M | $42.2M | ||
| Q4 24 | $56.5M | $94.6M | ||
| Q3 24 | $43.8M | $94.4M | ||
| Q2 24 | $34.4M | $55.4M | ||
| Q1 24 | $33.9M | $26.0M |
毛利率CVCORVTY
| Q4 25 | 23.4% | — | ||
| Q3 25 | 24.2% | 53.6% | ||
| Q2 25 | 23.3% | 54.5% | ||
| Q1 25 | 22.8% | 56.5% | ||
| Q4 24 | 24.9% | — | ||
| Q3 24 | 22.9% | 56.3% | ||
| Q2 24 | 21.7% | 55.7% | ||
| Q1 24 | 23.6% | 54.6% |
营业利润率CVCORVTY
| Q4 25 | 9.4% | 14.5% | ||
| Q3 25 | 11.2% | 11.7% | ||
| Q2 25 | 10.8% | 12.6% | ||
| Q1 25 | 7.6% | 10.9% | ||
| Q4 24 | 12.3% | 16.3% | ||
| Q3 24 | 9.7% | 14.3% | ||
| Q2 24 | 8.1% | 12.4% | ||
| Q1 24 | 8.9% | 6.8% |
净利率CVCORVTY
| Q4 25 | 7.6% | 12.7% | ||
| Q3 25 | 9.4% | 6.7% | ||
| Q2 25 | 9.3% | 7.5% | ||
| Q1 25 | 7.1% | 6.4% | ||
| Q4 24 | 10.8% | 13.0% | ||
| Q3 24 | 8.6% | 13.8% | ||
| Q2 24 | 7.2% | 8.0% | ||
| Q1 24 | 8.1% | 4.0% |
每股收益（稀释后）CVCORVTY
| Q4 25 | $5.58 | $0.86 | ||
| Q3 25 | $6.55 | $0.40 | ||
| Q2 25 | $6.42 | $0.46 | ||
| Q1 25 | $4.42 | $0.35 | ||
| Q4 24 | $6.90 | $0.77 | ||
| Q3 24 | $5.28 | $0.77 | ||
| Q2 24 | $4.11 | $0.45 | ||
| Q1 24 | $4.05 | $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 | $241.9M | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $7.3B |
| 总资产 | $1.5B | $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CVCORVTY
| Q4 25 | $241.9M | $919.9M | ||
| Q3 25 | $391.8M | $931.4M | ||
| Q2 25 | $362.4M | $991.8M | ||
| Q1 25 | $376.1M | $1.1B | ||
| Q4 24 | $378.9M | $1.2B | ||
| Q3 24 | $388.7M | $1.2B | ||
| Q2 24 | $380.0M | $2.0B | ||
| Q1 24 | $371.0M | $1.7B |
股东权益CVCORVTY
| Q4 25 | $1.1B | $7.3B | ||
| Q3 25 | $1.1B | $7.4B | ||
| Q2 25 | $1.1B | $7.6B | ||
| Q1 25 | $1.1B | $7.6B | ||
| Q4 24 | $1.1B | $7.7B | ||
| Q3 24 | $1.0B | $7.9B | ||
| Q2 24 | $1.0B | $7.9B | ||
| Q1 24 | $1.0B | $7.8B |
总资产CVCORVTY
| Q4 25 | $1.5B | $12.2B | ||
| Q3 25 | $1.4B | $12.1B | ||
| Q2 25 | $1.4B | $12.4B | ||
| Q1 25 | $1.4B | $12.4B | ||
| Q4 24 | $1.4B | $12.4B | ||
| Q3 24 | $1.4B | $12.8B | ||
| Q2 24 | $1.4B | $13.4B | ||
| Q1 24 | $1.4B | $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 | $66.1M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $57.6M | $161.8M |
| 自由现金流率自由现金流/营收 | 9.9% | 21.0% |
| 资本支出强度资本支出/营收 | 1.5% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.50× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $205.3M | $509.4M |
8季度趋势，按日历期对齐
经营现金流CVCORVTY
| Q4 25 | $66.1M | $182.0M | ||
| Q3 25 | $78.5M | $138.5M | ||
| Q2 25 | $55.5M | $134.3M | ||
| Q1 25 | $38.6M | $128.2M | ||
| Q4 24 | $37.8M | $174.2M | ||
| Q3 24 | $54.7M | $147.9M | ||
| Q2 24 | $47.4M | $158.6M | ||
| Q1 24 | — | $147.6M |
自由现金流CVCORVTY
| Q4 25 | $57.6M | $161.8M | ||
| Q3 25 | $68.7M | $120.0M | ||
| Q2 25 | $46.4M | $115.5M | ||
| Q1 25 | $32.5M | $112.2M | ||
| Q4 24 | $32.3M | $149.8M | ||
| Q3 24 | $49.8M | $125.6M | ||
| Q2 24 | $42.4M | $136.6M | ||
| Q1 24 | — | $129.7M |
自由现金流率CVCORVTY
| Q4 25 | 9.9% | 21.0% | ||
| Q3 25 | 12.4% | 17.2% | ||
| Q2 25 | 8.3% | 16.0% | ||
| Q1 25 | 6.4% | 16.9% | ||
| Q4 24 | 6.2% | 20.5% | ||
| Q3 24 | 9.8% | 18.4% | ||
| Q2 24 | 8.9% | 19.7% | ||
| Q1 24 | — | 20.0% |
资本支出强度CVCORVTY
| Q4 25 | 1.5% | 2.6% | ||
| Q3 25 | 1.7% | 2.6% | ||
| Q2 25 | 1.6% | 2.6% | ||
| Q1 25 | 1.2% | 2.4% | ||
| Q4 24 | 1.0% | 3.4% | ||
| Q3 24 | 1.0% | 3.3% | ||
| Q2 24 | 1.0% | 3.2% | ||
| Q1 24 | — | 2.7% |
现金转化率CVCORVTY
| Q4 25 | 1.50× | 1.85× | ||
| Q3 25 | 1.50× | 2.97× | ||
| Q2 25 | 1.08× | 2.49× | ||
| Q1 25 | 1.06× | 3.03× | ||
| Q4 24 | 0.67× | 1.84× | ||
| Q3 24 | 1.25× | 1.57× | ||
| Q2 24 | 1.38× | 2.87× | ||
| Q1 24 | — | 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
CVCO
| Manufactured Product Other | $532.5M | 92% |
| Other | $26.0M | 4% |
| Financial Service Other | $20.5M | 4% |
| Insurance Agency Commissions | $2.0M | 0% |
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% |
