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DAKTRONICS INC(DAKT)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DAKTRONICS INC的1.4倍($324.4M vs $229.3M),DAKTRONICS INC净利率更高(7.6% vs 5.7%,领先1.9%),Revolve Group, Inc.同比增速更快(10.4% vs 10.0%),DAKTRONICS INC自由现金流更多($14.0M vs $-13.3M),过去两年DAKTRONICS INC的营收复合增速更高(16.0% vs 9.5%)
达科电子是一家总部位于美国南达科他州布鲁金斯的企业,由两名南达科他州立大学教授于1968年创立,主营业务涵盖视频显示屏、记分牌、数字广告牌、动态信息标识、音响系统及相关产品的设计、生产、销售与服务。
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。
DAKT vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.4倍
$229.3M
营收增速更快
RVLV
高出0.4%
10.0%
净利率更高
DAKT
高出1.9%
5.7%
自由现金流更多
DAKT
多$27.3M
$-13.3M
两年增速更快
DAKT
近两年复合增速
9.5%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $229.3M | $324.4M |
| 净利润 | $17.5M | $18.6M |
| 毛利率 | 27.0% | 53.3% |
| 营业利润率 | 9.4% | 6.3% |
| 净利率 | 7.6% | 5.7% |
| 营收同比 | 10.0% | 10.4% |
| 净利润同比 | -18.3% | 50.4% |
| 每股收益(稀释后) | $0.35 | $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
DAKT
RVLV
| Q4 25 | $229.3M | $324.4M | ||
| Q3 25 | $219.0M | $295.6M | ||
| Q2 25 | $172.6M | $309.0M | ||
| Q1 25 | $149.5M | $296.7M | ||
| Q4 24 | $208.3M | $293.7M | ||
| Q3 24 | $226.1M | $283.1M | ||
| Q2 24 | $215.9M | $282.5M | ||
| Q1 24 | $170.3M | $270.6M |
净利润
DAKT
RVLV
| Q4 25 | $17.5M | $18.6M | ||
| Q3 25 | $16.5M | $21.2M | ||
| Q2 25 | $-9.4M | $10.2M | ||
| Q1 25 | $-17.2M | $11.8M | ||
| Q4 24 | $21.4M | $12.3M | ||
| Q3 24 | $-4.9M | $11.0M | ||
| Q2 24 | $2.5M | $15.4M | ||
| Q1 24 | $10.7M | $10.9M |
毛利率
DAKT
RVLV
| Q4 25 | 27.0% | 53.3% | ||
| Q3 25 | 29.7% | 54.6% | ||
| Q2 25 | 25.0% | 54.1% | ||
| Q1 25 | 24.6% | 52.0% | ||
| Q4 24 | 26.8% | 52.5% | ||
| Q3 24 | 26.4% | 51.2% | ||
| Q2 24 | 25.7% | 54.0% | ||
| Q1 24 | 24.5% | 52.3% |
营业利润率
DAKT
RVLV
| Q4 25 | 9.4% | 6.3% | ||
| Q3 25 | 10.6% | 7.1% | ||
| Q2 25 | -1.0% | 5.8% | ||
| Q1 25 | -2.4% | 5.0% | ||
| Q4 24 | 7.6% | 3.9% | ||
| Q3 24 | 10.0% | 5.0% | ||
| Q2 24 | 9.0% | 5.8% | ||
| Q1 24 | 4.7% | 3.4% |
净利率
DAKT
RVLV
| Q4 25 | 7.6% | 5.7% | ||
| Q3 25 | 7.5% | 7.2% | ||
| Q2 25 | -5.5% | 3.3% | ||
| Q1 25 | -11.5% | 4.0% | ||
| Q4 24 | 10.3% | 4.2% | ||
| Q3 24 | -2.2% | 3.9% | ||
| Q2 24 | 1.2% | 5.4% | ||
| Q1 24 | 6.3% | 4.0% |
每股收益(稀释后)
DAKT
RVLV
| Q4 25 | $0.35 | $0.27 | ||
| Q3 25 | $0.33 | $0.29 | ||
| Q2 25 | $0.04 | $0.14 | ||
| Q1 25 | $-0.36 | $0.16 | ||
| Q4 24 | $0.22 | $0.18 | ||
| Q3 24 | $-0.11 | $0.15 | ||
| Q2 24 | $0.18 | $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 | $149.6M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $297.5M | $512.5M |
| 总资产 | $548.4M | $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
DAKT
RVLV
| Q4 25 | $149.6M | $292.3M | ||
| Q3 25 | $136.9M | $315.4M | ||
| Q2 25 | $127.5M | $310.7M | ||
| Q1 25 | $132.2M | $300.8M | ||
| Q4 24 | $134.4M | $256.6M | ||
| Q3 24 | $96.8M | $252.8M | ||
| Q2 24 | $81.3M | $244.7M | ||
| Q1 24 | $76.8M | $273.4M |
股东权益
DAKT
RVLV
| Q4 25 | $297.5M | $512.5M | ||
| Q3 25 | $279.8M | $490.2M | ||
| Q2 25 | $271.9M | $468.6M | ||
| Q1 25 | $272.3M | $453.4M | ||
| Q4 24 | $260.9M | $437.8M | ||
| Q3 24 | $238.2M | $420.8M | ||
| Q2 24 | $238.8M | $405.8M | ||
| Q1 24 | $236.2M | $389.9M |
总资产
DAKT
RVLV
| Q4 25 | $548.4M | $765.0M | ||
| Q3 25 | $545.6M | $751.3M | ||
| Q2 25 | $502.9M | $722.9M | ||
| Q1 25 | $524.2M | $713.9M | ||
| Q4 24 | $551.9M | $665.5M | ||
| Q3 24 | $553.9M | $670.9M | ||
| Q2 24 | $527.9M | $657.8M | ||
| Q1 24 | $499.2M | $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 | $16.5M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $14.0M | $-13.3M |
| 自由现金流率自由现金流/营收 | 6.1% | -4.1% |
| 资本支出强度资本支出/营收 | 1.1% | 1.0% |
| 现金转化率经营现金流/净利润 | 0.94× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $61.7M | $48.0M |
8季度趋势,按日历期对齐
经营现金流
DAKT
RVLV
| Q4 25 | $16.5M | $-10.2M | ||
| Q3 25 | $26.1M | $11.8M | ||
| Q2 25 | $22.9M | $12.6M | ||
| Q1 25 | $12.0M | $45.1M | ||
| Q4 24 | $43.3M | $3.9M | ||
| Q3 24 | $19.5M | $9.1M | ||
| Q2 24 | $9.5M | $-24.7M | ||
| Q1 24 | $9.5M | $38.4M |
自由现金流
DAKT
RVLV
| Q4 25 | $14.0M | $-13.3M | ||
| Q3 25 | $21.8M | $7.5M | ||
| Q2 25 | $18.0M | $10.4M | ||
| Q1 25 | $7.8M | $43.4M | ||
| Q4 24 | $38.0M | $2.1M | ||
| Q3 24 | $14.4M | $8.0M | ||
| Q2 24 | $6.1M | $-25.7M | ||
| Q1 24 | $5.1M | $36.7M |
自由现金流率
DAKT
RVLV
| Q4 25 | 6.1% | -4.1% | ||
| Q3 25 | 10.0% | 2.5% | ||
| Q2 25 | 10.5% | 3.4% | ||
| Q1 25 | 5.2% | 14.6% | ||
| Q4 24 | 18.2% | 0.7% | ||
| Q3 24 | 6.4% | 2.8% | ||
| Q2 24 | 2.8% | -9.1% | ||
| Q1 24 | 3.0% | 13.5% |
资本支出强度
DAKT
RVLV
| Q4 25 | 1.1% | 1.0% | ||
| Q3 25 | 2.0% | 1.5% | ||
| Q2 25 | 2.8% | 0.7% | ||
| Q1 25 | 2.8% | 0.6% | ||
| Q4 24 | 2.6% | 0.6% | ||
| Q3 24 | 2.2% | 0.4% | ||
| Q2 24 | 1.6% | 0.4% | ||
| Q1 24 | 2.6% | 0.6% |
现金转化率
DAKT
RVLV
| Q4 25 | 0.94× | -0.55× | ||
| Q3 25 | 1.58× | 0.56× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | 2.02× | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | 3.75× | -1.60× | ||
| Q1 24 | 0.88× | 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
DAKT
| Live Events Segment | $81.5M | 36% |
| Transferred At Point In Time | $41.9M | 18% |
| Limited Configuration | $39.2M | 17% |
| Other | $30.6M | 13% |
| Transportation Segment | $21.3M | 9% |
| Transferred Over Time | $8.8M | 4% |
| Unique Configuration | $6.0M | 3% |
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% |