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DELUXE CORP（DLX）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
DELUXE CORP的季度营收约是Revolve Group, Inc.的1.7倍（$535.2M vs $324.4M），Revolve Group, Inc.净利率更高（5.7% vs 2.2%，领先3.5%），Revolve Group, Inc.同比增速更快（10.4% vs 2.8%），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs 0.0%）
德朗士公司是一家美国企业，提供支付处理、数据服务、票据与促销产品以及商户服务，业务分为B2B支付、数据、印刷和商户服务四大板块。截至2025年，公司为数百万中小企业和数千家金融机构提供服务，每年处理支付交易总额超2.8万亿美元，虽传统核心业务为票据印刷等印刷产品，如今支付与数据服务已成为核心板块。
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。
DLX vs RVLV — 直观对比
营收规模更大
DLX
是对方的1.7倍
$324.4M
营收增速更快
RVLV
高出7.6%
2.8%
净利率更高
RVLV
高出3.5%
2.2%
两年增速更快
RVLV
近两年复合增速
0.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $535.2M | $324.4M |
| 净利润 | $12.0M | $18.6M |
| 毛利率 | 52.2% | 53.3% |
| 营业利润率 | 8.9% | 6.3% |
| 净利率 | 2.2% | 5.7% |
| 营收同比 | 2.8% | 10.4% |
| 净利润同比 | -5.0% | 50.4% |
| 每股收益（稀释后） | $0.25 | $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DLXRVLV
| Q4 25 | $535.2M | $324.4M | ||
| Q3 25 | $540.2M | $295.6M | ||
| Q2 25 | $521.3M | $309.0M | ||
| Q1 25 | $536.5M | $296.7M | ||
| Q4 24 | $520.6M | $293.7M | ||
| Q3 24 | $528.4M | $283.1M | ||
| Q2 24 | $537.8M | $282.5M | ||
| Q1 24 | $535.0M | $270.6M |
净利润DLXRVLV
| Q4 25 | $12.0M | $18.6M | ||
| Q3 25 | $33.7M | $21.2M | ||
| Q2 25 | $22.4M | $10.2M | ||
| Q1 25 | $14.0M | $11.8M | ||
| Q4 24 | $12.6M | $12.3M | ||
| Q3 24 | $8.9M | $11.0M | ||
| Q2 24 | $20.5M | $15.4M | ||
| Q1 24 | $10.8M | $10.9M |
毛利率DLXRVLV
| Q4 25 | 52.2% | 53.3% | ||
| Q3 25 | 53.9% | 54.6% | ||
| Q2 25 | 53.6% | 54.1% | ||
| Q1 25 | 52.4% | 52.0% | ||
| Q4 24 | 52.3% | 52.5% | ||
| Q3 24 | 53.3% | 51.2% | ||
| Q2 24 | 53.7% | 54.0% | ||
| Q1 24 | 53.0% | 52.3% |
营业利润率DLXRVLV
| Q4 25 | 8.9% | 6.3% | ||
| Q3 25 | 14.0% | 7.1% | ||
| Q2 25 | 11.7% | 5.8% | ||
| Q1 25 | 9.0% | 5.0% | ||
| Q4 24 | 9.0% | 3.9% | ||
| Q3 24 | 7.9% | 5.0% | ||
| Q2 24 | 11.0% | 5.8% | ||
| Q1 24 | 8.3% | 3.4% |
净利率DLXRVLV
| Q4 25 | 2.2% | 5.7% | ||
| Q3 25 | 6.2% | 7.2% | ||
| Q2 25 | 4.3% | 3.3% | ||
| Q1 25 | 2.6% | 4.0% | ||
| Q4 24 | 2.4% | 4.2% | ||
| Q3 24 | 1.7% | 3.9% | ||
| Q2 24 | 3.8% | 5.4% | ||
| Q1 24 | 2.0% | 4.0% |
每股收益（稀释后）DLXRVLV
| Q4 25 | $0.25 | $0.27 | ||
| Q3 25 | $0.74 | $0.29 | ||
| Q2 25 | $0.50 | $0.14 | ||
| Q1 25 | $0.31 | $0.16 | ||
| Q4 24 | $0.28 | $0.18 | ||
| Q3 24 | $0.20 | $0.15 | ||
| Q2 24 | $0.46 | $0.21 | ||
| Q1 24 | $0.24 | $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 | $36.9M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $680.7M | $512.5M |
| 总资产 | $2.9B | $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DLXRVLV
| Q4 25 | $36.9M | $292.3M | ||
| Q3 25 | $25.8M | $315.4M | ||
| Q2 25 | $26.0M | $310.7M | ||
| Q1 25 | $30.3M | $300.8M | ||
| Q4 24 | $34.4M | $256.6M | ||
| Q3 24 | $41.3M | $252.8M | ||
| Q2 24 | $23.1M | $244.7M | ||
| Q1 24 | $23.5M | $273.4M |
股东权益DLXRVLV
| Q4 25 | $680.7M | $512.5M | ||
| Q3 25 | $664.1M | $490.2M | ||
| Q2 25 | $638.7M | $468.6M | ||
| Q1 25 | $622.5M | $453.4M | ||
| Q4 24 | $620.9M | $437.8M | ||
| Q3 24 | $612.7M | $420.8M | ||
| Q2 24 | $620.5M | $405.8M | ||
| Q1 24 | $608.4M | $389.9M |
总资产DLXRVLV
| Q4 25 | $2.9B | $765.0M | ||
| Q3 25 | $2.6B | $751.3M | ||
| Q2 25 | $2.5B | $722.9M | ||
| Q1 25 | $2.6B | $713.9M | ||
| Q4 24 | $2.8B | $665.5M | ||
| Q3 24 | $2.6B | $670.9M | ||
| Q2 24 | $2.7B | $657.8M | ||
| Q1 24 | $2.7B | $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 | $102.1M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-13.3M |
| 自由现金流率自由现金流/营收 | — | -4.1% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | 8.53× | -0.55× |
| 过去12个月自由现金流最近4个季度 | — | $48.0M |
8季度趋势，按日历期对齐
经营现金流DLXRVLV
| Q4 25 | $102.1M | $-10.2M | ||
| Q3 25 | $67.1M | $11.8M | ||
| Q2 25 | $51.1M | $12.6M | ||
| Q1 25 | $50.3M | $45.1M | ||
| Q4 24 | $60.2M | $3.9M | ||
| Q3 24 | $67.9M | $9.1M | ||
| Q2 24 | $39.6M | $-24.7M | ||
| Q1 24 | $26.6M | $38.4M |
自由现金流DLXRVLV
| Q4 25 | — | $-13.3M | ||
| Q3 25 | — | $7.5M | ||
| Q2 25 | $27.8M | $10.4M | ||
| Q1 25 | $24.3M | $43.4M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | $46.7M | $8.0M | ||
| Q2 24 | $11.4M | $-25.7M | ||
| Q1 24 | $6.1M | $36.7M |
自由现金流率DLXRVLV
| Q4 25 | — | -4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | 5.3% | 3.4% | ||
| Q1 25 | 4.5% | 14.6% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | 8.8% | 2.8% | ||
| Q2 24 | 2.1% | -9.1% | ||
| Q1 24 | 1.1% | 13.5% |
资本支出强度DLXRVLV
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | 4.5% | 0.7% | ||
| Q1 25 | 4.8% | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | 4.0% | 0.4% | ||
| Q2 24 | 5.2% | 0.4% | ||
| Q1 24 | 3.8% | 0.6% |
现金转化率DLXRVLV
| Q4 25 | 8.53× | -0.55× | ||
| Q3 25 | 1.99× | 0.56× | ||
| Q2 25 | 2.28× | 1.24× | ||
| Q1 25 | 3.59× | 3.82× | ||
| Q4 24 | 4.77× | 0.32× | ||
| Q3 24 | 7.60× | 0.83× | ||
| Q2 24 | 1.94× | -1.60× | ||
| Q1 24 | 2.46× | 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
DLX
| Services | $247.9M | 46% |
| B2B Payments | $76.3M | 14% |
| Datadrivenmarketingsolutions | $68.5M | 13% |
| Promotional Solutions Revenue | $60.9M | 11% |
| Treasurymanagementsolutions | $59.8M | 11% |
| Other | $17.3M | 3% |
| Other Web Based Solutions | $4.6M | 1% |
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% |
