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DROPBOX, INC.（DBX）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DROPBOX, INC.的1.2倍（$772.1M vs $636.2M），DROPBOX, INC.净利率更高（17.1% vs 12.7%，领先4.3%），Revvity同比增速更快（5.9% vs -1.1%），DROPBOX, INC.自由现金流更多（$224.9M vs $161.8M），过去两年Revvity的营收复合增速更高（9.0% vs 0.4%）
Dropbox是总部位于美国加利福尼亚州旧金山的云服务企业，2007年由麻省理工学院学生德鲁·休斯顿与阿拉什·费尔多西创立，初创阶段获得创业孵化器Y Combinator的种子投资，核心业务包含云存储、文件同步、个人云及配套客户端软件等服务。
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。
DBX vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.2倍
$636.2M
营收增速更快
RVTY
高出7.0%
-1.1%
净利率更高
DBX
高出4.3%
12.7%
自由现金流更多
DBX
多$63.1M
$161.8M
两年增速更快
RVTY
近两年复合增速
0.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $636.2M | $772.1M |
| 净利润 | $108.7M | $98.4M |
| 毛利率 | 79.2% | — |
| 营业利润率 | 25.5% | 14.5% |
| 净利率 | 17.1% | 12.7% |
| 营收同比 | -1.1% | 5.9% |
| 净利润同比 | 5.7% | 3.9% |
| 每股收益（稀释后） | $0.43 | $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DBXRVTY
| Q4 25 | $636.2M | $772.1M | ||
| Q3 25 | $634.4M | $698.9M | ||
| Q2 25 | $625.7M | $720.3M | ||
| Q1 25 | $624.7M | $664.8M | ||
| Q4 24 | $643.6M | $729.4M | ||
| Q3 24 | $638.8M | $684.0M | ||
| Q2 24 | $634.5M | $691.7M | ||
| Q1 24 | $631.3M | $649.9M |
净利润DBXRVTY
| Q4 25 | $108.7M | $98.4M | ||
| Q3 25 | $123.8M | $46.7M | ||
| Q2 25 | $125.6M | $53.9M | ||
| Q1 25 | $150.3M | $42.2M | ||
| Q4 24 | $102.8M | $94.6M | ||
| Q3 24 | $106.7M | $94.4M | ||
| Q2 24 | $110.5M | $55.4M | ||
| Q1 24 | $132.3M | $26.0M |
毛利率DBXRVTY
| Q4 25 | 79.2% | — | ||
| Q3 25 | 79.8% | 53.6% | ||
| Q2 25 | 80.2% | 54.5% | ||
| Q1 25 | 81.3% | 56.5% | ||
| Q4 24 | 81.2% | — | ||
| Q3 24 | 82.5% | 56.3% | ||
| Q2 24 | 83.1% | 55.7% | ||
| Q1 24 | 83.2% | 54.6% |
营业利润率DBXRVTY
| Q4 25 | 25.5% | 14.5% | ||
| Q3 25 | 27.5% | 11.7% | ||
| Q2 25 | 26.9% | 12.6% | ||
| Q1 25 | 29.4% | 10.9% | ||
| Q4 24 | 13.7% | 16.3% | ||
| Q3 24 | 20.0% | 14.3% | ||
| Q2 24 | 20.0% | 12.4% | ||
| Q1 24 | 22.7% | 6.8% |
净利率DBXRVTY
| Q4 25 | 17.1% | 12.7% | ||
| Q3 25 | 19.5% | 6.7% | ||
| Q2 25 | 20.1% | 7.5% | ||
| Q1 25 | 24.1% | 6.4% | ||
| Q4 24 | 16.0% | 13.0% | ||
| Q3 24 | 16.7% | 13.8% | ||
| Q2 24 | 17.4% | 8.0% | ||
| Q1 24 | 21.0% | 4.0% |
每股收益（稀释后）DBXRVTY
| Q4 25 | $0.43 | $0.86 | ||
| Q3 25 | $0.47 | $0.40 | ||
| Q2 25 | $0.45 | $0.46 | ||
| Q1 25 | $0.51 | $0.35 | ||
| Q4 24 | $0.33 | $0.77 | ||
| Q3 24 | $0.34 | $0.77 | ||
| Q2 24 | $0.34 | $0.45 | ||
| Q1 24 | $0.39 | $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 | $891.3M | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-1.8B | $7.3B |
| 总资产 | $2.8B | $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DBXRVTY
| Q4 25 | $891.3M | $919.9M | ||
| Q3 25 | $730.7M | $931.4M | ||
| Q2 25 | $736.3M | $991.8M | ||
| Q1 25 | $942.2M | $1.1B | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $517.6M | $1.2B | ||
| Q2 24 | $515.1M | $2.0B | ||
| Q1 24 | $548.9M | $1.7B |
股东权益DBXRVTY
| Q4 25 | $-1.8B | $7.3B | ||
| Q3 25 | $-1.5B | $7.4B | ||
| Q2 25 | $-1.3B | $7.6B | ||
| Q1 25 | $-1.1B | $7.6B | ||
| Q4 24 | $-752.4M | $7.7B | ||
| Q3 24 | $-546.1M | $7.9B | ||
| Q2 24 | $-371.3M | $7.9B | ||
| Q1 24 | $-277.2M | $7.8B |
总资产DBXRVTY
| Q4 25 | $2.8B | $12.2B | ||
| Q3 25 | $2.8B | $12.1B | ||
| Q2 25 | $2.8B | $12.4B | ||
| Q1 25 | $3.0B | $12.4B | ||
| Q4 24 | $3.3B | $12.4B | ||
| Q3 24 | $2.6B | $12.8B | ||
| Q2 24 | $2.7B | $13.4B | ||
| Q1 24 | $2.8B | $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 | $235.4M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $224.9M | $161.8M |
| 自由现金流率自由现金流/营收 | 35.4% | 21.0% |
| 资本支出强度资本支出/营收 | 1.7% | 2.6% |
| 现金转化率经营现金流/净利润 | 2.17× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $930.8M | $509.4M |
8季度趋势，按日历期对齐
经营现金流DBXRVTY
| Q4 25 | $235.4M | $182.0M | ||
| Q3 25 | $302.1M | $138.5M | ||
| Q2 25 | $260.5M | $134.3M | ||
| Q1 25 | $153.8M | $128.2M | ||
| Q4 24 | $213.8M | $174.2M | ||
| Q3 24 | $274.2M | $147.9M | ||
| Q2 24 | $230.6M | $158.6M | ||
| Q1 24 | $175.5M | $147.6M |
自由现金流DBXRVTY
| Q4 25 | $224.9M | $161.8M | ||
| Q3 25 | $293.7M | $120.0M | ||
| Q2 25 | $258.5M | $115.5M | ||
| Q1 25 | $153.7M | $112.2M | ||
| Q4 24 | $210.5M | $149.8M | ||
| Q3 24 | $270.1M | $125.6M | ||
| Q2 24 | $224.7M | $136.6M | ||
| Q1 24 | $166.3M | $129.7M |
自由现金流率DBXRVTY
| Q4 25 | 35.4% | 21.0% | ||
| Q3 25 | 46.3% | 17.2% | ||
| Q2 25 | 41.3% | 16.0% | ||
| Q1 25 | 24.6% | 16.9% | ||
| Q4 24 | 32.7% | 20.5% | ||
| Q3 24 | 42.3% | 18.4% | ||
| Q2 24 | 35.4% | 19.7% | ||
| Q1 24 | 26.3% | 20.0% |
资本支出强度DBXRVTY
| Q4 25 | 1.7% | 2.6% | ||
| Q3 25 | 1.3% | 2.6% | ||
| Q2 25 | 0.3% | 2.6% | ||
| Q1 25 | 0.0% | 2.4% | ||
| Q4 24 | 0.5% | 3.4% | ||
| Q3 24 | 0.6% | 3.3% | ||
| Q2 24 | 0.9% | 3.2% | ||
| Q1 24 | 1.5% | 2.7% |
现金转化率DBXRVTY
| Q4 25 | 2.17× | 1.85× | ||
| Q3 25 | 2.44× | 2.97× | ||
| Q2 25 | 2.07× | 2.49× | ||
| Q1 25 | 1.02× | 3.03× | ||
| Q4 24 | 2.08× | 1.84× | ||
| Q3 24 | 2.57× | 1.57× | ||
| Q2 24 | 2.09× | 2.87× | ||
| Q1 24 | 1.33× | 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
DBX
| US | $355.3M | 56% |
| Non Us | $280.9M | 44% |
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% |
