vs
Camping World Holdings, Inc.（CWH）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
Camping World Holdings, Inc.的季度营收约是Revvity的1.5倍（$1.2B vs $772.1M），Revvity净利率更高（12.7% vs -9.3%，领先22.0%），Revvity同比增速更快（5.9% vs -2.6%），过去两年Revvity的营收复合增速更高（9.0% vs -7.2%）
露营世界控股公司是美国知名露营房车行业企业，总部位于伊利诺伊州林肯郡，主营休闲房车销售、房车配件供应及售后维保服务，同时也售卖各类露营装备。目前公司在全美共设有202家线下门店，除线下门店经营外，还通过电话等渠道开展零售业务，2016年10月完成首次公开募股上市，募资2.51亿美元。
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。
CWH vs RVTY — 直观对比
营收规模更大
CWH
是对方的1.5倍
$772.1M
营收增速更快
RVTY
高出8.4%
-2.6%
净利率更高
RVTY
高出22.0%
-9.3%
两年增速更快
RVTY
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $772.1M |
| 净利润 | $-109.1M | $98.4M |
| 毛利率 | 28.8% | — |
| 营业利润率 | -4.3% | 14.5% |
| 净利率 | -9.3% | 12.7% |
| 营收同比 | -2.6% | 5.9% |
| 净利润同比 | -83.3% | 3.9% |
| 每股收益（稀释后） | — | $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CWHRVTY
| Q4 25 | $1.2B | $772.1M | ||
| Q3 25 | $1.8B | $698.9M | ||
| Q2 25 | $2.0B | $720.3M | ||
| Q1 25 | $1.4B | $664.8M | ||
| Q4 24 | $1.2B | $729.4M | ||
| Q3 24 | $1.7B | $684.0M | ||
| Q2 24 | $1.8B | $691.7M | ||
| Q1 24 | $1.4B | $649.9M |
净利润CWHRVTY
| Q4 25 | $-109.1M | $98.4M | ||
| Q3 25 | $-40.4M | $46.7M | ||
| Q2 25 | $30.2M | $53.9M | ||
| Q1 25 | $-12.3M | $42.2M | ||
| Q4 24 | $-59.5M | $94.6M | ||
| Q3 24 | $5.5M | $94.4M | ||
| Q2 24 | $9.8M | $55.4M | ||
| Q1 24 | $-22.3M | $26.0M |
毛利率CWHRVTY
| Q4 25 | 28.8% | — | ||
| Q3 25 | 28.6% | 53.6% | ||
| Q2 25 | 30.0% | 54.5% | ||
| Q1 25 | 30.4% | 56.5% | ||
| Q4 24 | 31.3% | — | ||
| Q3 24 | 28.9% | 56.3% | ||
| Q2 24 | 30.3% | 55.7% | ||
| Q1 24 | 29.5% | 54.6% |
营业利润率CWHRVTY
| Q4 25 | -4.3% | 14.5% | ||
| Q3 25 | 4.4% | 11.7% | ||
| Q2 25 | 6.6% | 12.6% | ||
| Q1 25 | 1.5% | 10.9% | ||
| Q4 24 | -1.3% | 16.3% | ||
| Q3 24 | 3.7% | 14.3% | ||
| Q2 24 | 5.3% | 12.4% | ||
| Q1 24 | 0.3% | 6.8% |
净利率CWHRVTY
| Q4 25 | -9.3% | 12.7% | ||
| Q3 25 | -2.2% | 6.7% | ||
| Q2 25 | 1.5% | 7.5% | ||
| Q1 25 | -0.9% | 6.4% | ||
| Q4 24 | -4.9% | 13.0% | ||
| Q3 24 | 0.3% | 13.8% | ||
| Q2 24 | 0.5% | 8.0% | ||
| Q1 24 | -1.6% | 4.0% |
每股收益（稀释后）CWHRVTY
| Q4 25 | — | $0.86 | ||
| Q3 25 | — | $0.40 | ||
| Q2 25 | — | $0.46 | ||
| Q1 25 | — | $0.35 | ||
| Q4 24 | — | $0.77 | ||
| Q3 24 | — | $0.77 | ||
| Q2 24 | — | $0.45 | ||
| Q1 24 | — | $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 | $215.0M | $919.9M |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $228.6M | $7.3B |
| 总资产 | $5.0B | $12.2B |
| 负债/权益比越低杠杆越低 | 6.44× | — |
8季度趋势，按日历期对齐
现金及短期投资CWHRVTY
| Q4 25 | $215.0M | $919.9M | ||
| Q3 25 | $230.5M | $931.4M | ||
| Q2 25 | $118.1M | $991.8M | ||
| Q1 25 | $20.9M | $1.1B | ||
| Q4 24 | $208.4M | $1.2B | ||
| Q3 24 | $28.4M | $1.2B | ||
| Q2 24 | $23.7M | $2.0B | ||
| Q1 24 | $29.7M | $1.7B |
总债务CWHRVTY
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.5B | — | ||
| Q1 24 | $1.6B | — |
股东权益CWHRVTY
| Q4 25 | $228.6M | $7.3B | ||
| Q3 25 | $296.2M | $7.4B | ||
| Q2 25 | $340.5M | $7.6B | ||
| Q1 25 | $310.5M | $7.6B | ||
| Q4 24 | $326.6M | $7.7B | ||
| Q3 24 | $151.6M | $7.9B | ||
| Q2 24 | $149.7M | $7.9B | ||
| Q1 24 | $142.8M | $7.8B |
总资产CWHRVTY
| Q4 25 | $5.0B | $12.2B | ||
| Q3 25 | $5.0B | $12.1B | ||
| Q2 25 | $5.2B | $12.4B | ||
| Q1 25 | $5.1B | $12.4B | ||
| Q4 24 | $4.9B | $12.4B | ||
| Q3 24 | $4.7B | $12.8B | ||
| Q2 24 | $5.0B | $13.4B | ||
| Q1 24 | $5.1B | $13.4B |
负债/权益比CWHRVTY
| Q4 25 | 6.44× | — | ||
| Q3 25 | 5.00× | — | ||
| Q2 25 | 4.42× | — | ||
| Q1 25 | 4.87× | — | ||
| Q4 24 | 4.64× | — | ||
| Q3 24 | 10.09× | — | ||
| Q2 24 | 10.28× | — | ||
| Q1 24 | 11.00× | — |
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 | $-227.2M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | — | $161.8M |
| 自由现金流率自由现金流/营收 | — | 21.0% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | — | 1.85× |
| 过去12个月自由现金流最近4个季度 | — | $509.4M |
8季度趋势，按日历期对齐
经营现金流CWHRVTY
| Q4 25 | $-227.2M | $182.0M | ||
| Q3 25 | $139.8M | $138.5M | ||
| Q2 25 | $187.9M | $134.3M | ||
| Q1 25 | $-232.5M | $128.2M | ||
| Q4 24 | $-163.4M | $174.2M | ||
| Q3 24 | $324.2M | $147.9M | ||
| Q2 24 | $152.3M | $158.6M | ||
| Q1 24 | $-68.0M | $147.6M |
自由现金流CWHRVTY
| Q4 25 | — | $161.8M | ||
| Q3 25 | — | $120.0M | ||
| Q2 25 | — | $115.5M | ||
| Q1 25 | — | $112.2M | ||
| Q4 24 | — | $149.8M | ||
| Q3 24 | — | $125.6M | ||
| Q2 24 | — | $136.6M | ||
| Q1 24 | — | $129.7M |
自由现金流率CWHRVTY
| Q4 25 | — | 21.0% | ||
| Q3 25 | — | 17.2% | ||
| Q2 25 | — | 16.0% | ||
| Q1 25 | — | 16.9% | ||
| Q4 24 | — | 20.5% | ||
| Q3 24 | — | 18.4% | ||
| Q2 24 | — | 19.7% | ||
| Q1 24 | — | 20.0% |
资本支出强度CWHRVTY
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | — | 3.3% | ||
| Q2 24 | — | 3.2% | ||
| Q1 24 | — | 2.7% |
现金转化率CWHRVTY
| Q4 25 | — | 1.85× | ||
| Q3 25 | — | 2.97× | ||
| Q2 25 | 6.22× | 2.49× | ||
| Q1 25 | — | 3.03× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | 58.93× | 1.57× | ||
| Q2 24 | 15.59× | 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
CWH
| New Vehicles | $457.8M | 39% |
| Used Vehicles | $386.5M | 33% |
| Products Service And Other | $160.5M | 14% |
| Finance And Insurance Net | $111.4M | 9% |
| Good Sam Services And Plans | $48.0M | 4% |
| Good Sam Club | $10.5M | 1% |
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% |
