vs
柯蒂斯-莱特(CW)与Revvity(RVTY)财务数据对比。点击上方公司名可切换其他公司
柯蒂斯-莱特的季度营收约是Revvity的1.2倍($947.0M vs $772.1M),柯蒂斯-莱特净利率更高(14.5% vs 12.7%,领先1.7%),柯蒂斯-莱特同比增速更快(14.9% vs 5.9%),柯蒂斯-莱特自由现金流更多($315.1M vs $161.8M),过去两年柯蒂斯-莱特的营收复合增速更高(15.2% vs 9.0%)
柯蒂斯-莱特公司是总部位于美国北卡罗来纳州戴维森的制造与服务提供商,在美国内外均设有工厂及业务网点。公司1929年由柯蒂斯、莱特及多家供应商合并成立,成立之初即为美国最大航空企业,二战期间为美军生产了超14.2万台航空发动机。
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。
CW vs RVTY — 直观对比
营收规模更大
CW
是对方的1.2倍
$772.1M
营收增速更快
CW
高出9.0%
5.9%
净利率更高
CW
高出1.7%
12.7%
自由现金流更多
CW
多$153.3M
$161.8M
两年增速更快
CW
近两年复合增速
9.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $947.0M | $772.1M |
| 净利润 | $137.0M | $98.4M |
| 毛利率 | 37.5% | — |
| 营业利润率 | 19.2% | 14.5% |
| 净利率 | 14.5% | 12.7% |
| 营收同比 | 14.9% | 5.9% |
| 净利润同比 | 16.2% | 3.9% |
| 每股收益(稀释后) | $3.69 | $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
CW
RVTY
| Q4 25 | $947.0M | $772.1M | ||
| Q3 25 | $869.2M | $698.9M | ||
| Q2 25 | $876.6M | $720.3M | ||
| Q1 25 | $805.6M | $664.8M | ||
| Q4 24 | $824.3M | $729.4M | ||
| Q3 24 | $798.9M | $684.0M | ||
| Q2 24 | $784.8M | $691.7M | ||
| Q1 24 | $713.2M | $649.9M |
净利润
CW
RVTY
| Q4 25 | $137.0M | $98.4M | ||
| Q3 25 | $124.8M | $46.7M | ||
| Q2 25 | $121.1M | $53.9M | ||
| Q1 25 | $101.3M | $42.2M | ||
| Q4 24 | $117.9M | $94.6M | ||
| Q3 24 | $111.2M | $94.4M | ||
| Q2 24 | $99.5M | $55.4M | ||
| Q1 24 | $76.5M | $26.0M |
毛利率
CW
RVTY
| Q4 25 | 37.5% | — | ||
| Q3 25 | 37.7% | 53.6% | ||
| Q2 25 | 37.2% | 54.5% | ||
| Q1 25 | 36.3% | 56.5% | ||
| Q4 24 | 38.5% | — | ||
| Q3 24 | 37.3% | 56.3% | ||
| Q2 24 | 36.2% | 55.7% | ||
| Q1 24 | 35.6% | 54.6% |
营业利润率
CW
RVTY
| Q4 25 | 19.2% | 14.5% | ||
| Q3 25 | 19.1% | 11.7% | ||
| Q2 25 | 17.8% | 12.6% | ||
| Q1 25 | 16.0% | 10.9% | ||
| Q4 24 | 18.8% | 16.3% | ||
| Q3 24 | 18.1% | 14.3% | ||
| Q2 24 | 16.4% | 12.4% | ||
| Q1 24 | 14.0% | 6.8% |
净利率
CW
RVTY
| Q4 25 | 14.5% | 12.7% | ||
| Q3 25 | 14.4% | 6.7% | ||
| Q2 25 | 13.8% | 7.5% | ||
| Q1 25 | 12.6% | 6.4% | ||
| Q4 24 | 14.3% | 13.0% | ||
| Q3 24 | 13.9% | 13.8% | ||
| Q2 24 | 12.7% | 8.0% | ||
| Q1 24 | 10.7% | 4.0% |
每股收益(稀释后)
CW
RVTY
| Q4 25 | $3.69 | $0.86 | ||
| Q3 25 | $3.31 | $0.40 | ||
| Q2 25 | $3.19 | $0.46 | ||
| Q1 25 | $2.68 | $0.35 | ||
| Q4 24 | $3.09 | $0.77 | ||
| Q3 24 | $2.89 | $0.77 | ||
| Q2 24 | $2.58 | $0.45 | ||
| Q1 24 | $1.99 | $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 | — | $919.9M |
| 总债务越低越好 | $957.9M | — |
| 股东权益账面价值 | $2.5B | $7.3B |
| 总资产 | $5.2B | $12.2B |
| 负债/权益比越低杠杆越低 | 0.38× | — |
8季度趋势,按日历期对齐
现金及短期投资
CW
RVTY
| Q4 25 | — | $919.9M | ||
| Q3 25 | — | $931.4M | ||
| Q2 25 | — | $991.8M | ||
| Q1 25 | $226.5M | $1.1B | ||
| Q4 24 | $385.0M | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | $338.0M | $1.7B |
总债务
CW
RVTY
| Q4 25 | $957.9M | — | ||
| Q3 25 | $968.6M | — | ||
| Q2 25 | $958.4M | — | ||
| Q1 25 | $958.6M | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — | ||
| Q1 24 | $1.1B | — |
股东权益
CW
RVTY
| Q4 25 | $2.5B | $7.3B | ||
| Q3 25 | $2.5B | $7.4B | ||
| Q2 25 | $2.7B | $7.6B | ||
| Q1 25 | $2.6B | $7.6B | ||
| Q4 24 | $2.4B | $7.7B | ||
| Q3 24 | $2.5B | $7.9B | ||
| Q2 24 | $2.5B | $7.9B | ||
| Q1 24 | $2.4B | $7.8B |
总资产
CW
RVTY
| Q4 25 | $5.2B | $12.2B | ||
| Q3 25 | $5.1B | $12.1B | ||
| Q2 25 | $5.2B | $12.4B | ||
| Q1 25 | $5.0B | $12.4B | ||
| Q4 24 | $5.0B | $12.4B | ||
| Q3 24 | $4.9B | $12.8B | ||
| Q2 24 | $4.7B | $13.4B | ||
| Q1 24 | $4.6B | $13.4B |
负债/权益比
CW
RVTY
| Q4 25 | 0.38× | — | ||
| Q3 25 | 0.38× | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | 0.37× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 0.42× | — | ||
| Q2 24 | 0.43× | — | ||
| Q1 24 | 0.44× | — |
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 | $352.7M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $315.1M | $161.8M |
| 自由现金流率自由现金流/营收 | 33.3% | 21.0% |
| 资本支出强度资本支出/营收 | 4.0% | 2.6% |
| 现金转化率经营现金流/净利润 | 2.57× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $553.7M | $509.4M |
8季度趋势,按日历期对齐
经营现金流
CW
RVTY
| Q4 25 | $352.7M | $182.0M | ||
| Q3 25 | $192.8M | $138.5M | ||
| Q2 25 | $136.6M | $134.3M | ||
| Q1 25 | $-38.8M | $128.2M | ||
| Q4 24 | $301.3M | $174.2M | ||
| Q3 24 | $177.3M | $147.9M | ||
| Q2 24 | $111.3M | $158.6M | ||
| Q1 24 | $-45.6M | $147.6M |
自由现金流
CW
RVTY
| Q4 25 | $315.1M | $161.8M | ||
| Q3 25 | $175.9M | $120.0M | ||
| Q2 25 | $117.2M | $115.5M | ||
| Q1 25 | $-54.5M | $112.2M | ||
| Q4 24 | $278.0M | $149.8M | ||
| Q3 24 | $162.7M | $125.6M | ||
| Q2 24 | $100.3M | $136.6M | ||
| Q1 24 | $-57.7M | $129.7M |
自由现金流率
CW
RVTY
| Q4 25 | 33.3% | 21.0% | ||
| Q3 25 | 20.2% | 17.2% | ||
| Q2 25 | 13.4% | 16.0% | ||
| Q1 25 | -6.8% | 16.9% | ||
| Q4 24 | 33.7% | 20.5% | ||
| Q3 24 | 20.4% | 18.4% | ||
| Q2 24 | 12.8% | 19.7% | ||
| Q1 24 | -8.1% | 20.0% |
资本支出强度
CW
RVTY
| Q4 25 | 4.0% | 2.6% | ||
| Q3 25 | 1.9% | 2.6% | ||
| Q2 25 | 2.2% | 2.6% | ||
| Q1 25 | 2.0% | 2.4% | ||
| Q4 24 | 2.8% | 3.4% | ||
| Q3 24 | 1.8% | 3.3% | ||
| Q2 24 | 1.4% | 3.2% | ||
| Q1 24 | 1.7% | 2.7% |
现金转化率
CW
RVTY
| Q4 25 | 2.57× | 1.85× | ||
| Q3 25 | 1.54× | 2.97× | ||
| Q2 25 | 1.13× | 2.49× | ||
| Q1 25 | -0.38× | 3.03× | ||
| Q4 24 | 2.56× | 1.84× | ||
| Q3 24 | 1.59× | 1.57× | ||
| Q2 24 | 1.12× | 2.87× | ||
| Q1 24 | -0.60× | 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
CW
| Naval Power | $417.4M | 44% |
| Defense Electronics | $268.3M | 28% |
| Aerospace Industrial | $262.4M | 28% |
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% |