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达美乐（DPZ）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
达美乐的季度营收约是Revvity的1.5倍（$1.2B vs $772.1M），Revvity净利率更高（12.7% vs 12.2%，领先0.6%），Revvity同比增速更快（5.9% vs 3.5%），Revvity自由现金流更多（$161.8M vs $147.0M），过去两年Revvity的营收复合增速更高（9.0% vs 2.4%）
达美乐是1960年成立的美国跨国披萨连锁品牌，注册地位于特拉华州，总部坐落在密歇根州安娜堡附近的安娜堡镇达美乐农场办公园区。截至2018年，品牌已在全球83个国家和地区的5701座城市开设约15000家门店，其中美国、印度、英国分别有5649家、1500家和1249家门店。
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。
DPZ vs RVTY — 直观对比
营收规模更大
DPZ
是对方的1.5倍
$772.1M
营收增速更快
RVTY
高出2.4%
3.5%
净利率更高
RVTY
高出0.6%
12.2%
自由现金流更多
RVTY
多$14.8M
$147.0M
两年增速更快
RVTY
近两年复合增速
2.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $772.1M |
| 净利润 | $139.8M | $98.4M |
| 毛利率 | 40.4% | — |
| 营业利润率 | 20.0% | 14.5% |
| 净利率 | 12.2% | 12.7% |
| 营收同比 | 3.5% | 5.9% |
| 净利润同比 | -6.6% | 3.9% |
| 每股收益（稀释后） | $4.13 | $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DPZRVTY
| Q1 26 | $1.2B | — | ||
| Q4 25 | — | $772.1M | ||
| Q3 25 | $1.1B | $698.9M | ||
| Q2 25 | $1.1B | $720.3M | ||
| Q1 25 | $1.1B | $664.8M | ||
| Q4 24 | $1.4B | $729.4M | ||
| Q3 24 | $1.1B | $684.0M | ||
| Q2 24 | $1.1B | $691.7M |
净利润DPZRVTY
| Q1 26 | $139.8M | — | ||
| Q4 25 | — | $98.4M | ||
| Q3 25 | $139.3M | $46.7M | ||
| Q2 25 | $131.1M | $53.9M | ||
| Q1 25 | $149.7M | $42.2M | ||
| Q4 24 | $169.4M | $94.6M | ||
| Q3 24 | $146.9M | $94.4M | ||
| Q2 24 | $142.0M | $55.4M |
毛利率DPZRVTY
| Q1 26 | 40.4% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 40.1% | 53.6% | ||
| Q2 25 | 40.3% | 54.5% | ||
| Q1 25 | 39.8% | 56.5% | ||
| Q4 24 | 39.2% | — | ||
| Q3 24 | 39.2% | 56.3% | ||
| Q2 24 | 39.8% | 55.7% |
营业利润率DPZRVTY
| Q1 26 | 20.0% | — | ||
| Q4 25 | — | 14.5% | ||
| Q3 25 | 19.5% | 11.7% | ||
| Q2 25 | 19.7% | 12.6% | ||
| Q1 25 | 18.9% | 10.9% | ||
| Q4 24 | 19.0% | 16.3% | ||
| Q3 24 | 18.4% | 14.3% | ||
| Q2 24 | 17.9% | 12.4% |
净利率DPZRVTY
| Q1 26 | 12.2% | — | ||
| Q4 25 | — | 12.7% | ||
| Q3 25 | 12.1% | 6.7% | ||
| Q2 25 | 11.4% | 7.5% | ||
| Q1 25 | 13.5% | 6.4% | ||
| Q4 24 | 11.7% | 13.0% | ||
| Q3 24 | 13.6% | 13.8% | ||
| Q2 24 | 12.9% | 8.0% |
每股收益（稀释后）DPZRVTY
| Q1 26 | $4.13 | — | ||
| Q4 25 | — | $0.86 | ||
| Q3 25 | $4.08 | $0.40 | ||
| Q2 25 | $3.81 | $0.46 | ||
| Q1 25 | $4.33 | $0.35 | ||
| Q4 24 | $4.89 | $0.77 | ||
| Q3 24 | $4.19 | $0.77 | ||
| Q2 24 | $4.03 | $0.45 |
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 | $232.9M | $919.9M |
| 总债务越低越好 | $4.9B | — |
| 股东权益账面价值 | — | $7.3B |
| 总资产 | $1.8B | $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DPZRVTY
| Q1 26 | $232.9M | — | ||
| Q4 25 | — | $919.9M | ||
| Q3 25 | $139.7M | $931.4M | ||
| Q2 25 | $272.9M | $991.8M | ||
| Q1 25 | $304.3M | $1.1B | ||
| Q4 24 | $186.1M | $1.2B | ||
| Q3 24 | $189.1M | $1.2B | ||
| Q2 24 | $283.7M | $2.0B |
总债务DPZRVTY
| Q1 26 | $4.9B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $3.8B | — | ||
| Q1 25 | $3.8B | — | ||
| Q4 24 | $3.8B | — | ||
| Q3 24 | $5.0B | — | ||
| Q2 24 | $5.0B | — |
股东权益DPZRVTY
| Q1 26 | — | — | ||
| Q4 25 | — | $7.3B | ||
| Q3 25 | $-4.0B | $7.4B | ||
| Q2 25 | $-4.0B | $7.6B | ||
| Q1 25 | $-3.9B | $7.6B | ||
| Q4 24 | $-4.0B | $7.7B | ||
| Q3 24 | $-4.0B | $7.9B | ||
| Q2 24 | $-3.9B | $7.9B |
总资产DPZRVTY
| Q1 26 | $1.8B | — | ||
| Q4 25 | — | $12.2B | ||
| Q3 25 | $1.7B | $12.1B | ||
| Q2 25 | $1.8B | $12.4B | ||
| Q1 25 | $1.9B | $12.4B | ||
| Q4 24 | $1.7B | $12.4B | ||
| Q3 24 | $1.8B | $12.8B | ||
| Q2 24 | $1.9B | $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 | $162.0M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $147.0M | $161.8M |
| 自由现金流率自由现金流/营收 | 12.8% | 21.0% |
| 资本支出强度资本支出/营收 | 1.3% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.16× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $625.3M | $509.4M |
8季度趋势，按日历期对齐
经营现金流DPZRVTY
| Q1 26 | $162.0M | — | ||
| Q4 25 | — | $182.0M | ||
| Q3 25 | $185.4M | $138.5M | ||
| Q2 25 | $187.8M | $134.3M | ||
| Q1 25 | $179.1M | $128.2M | ||
| Q4 24 | $178.0M | $174.2M | ||
| Q3 24 | $172.7M | $147.9M | ||
| Q2 24 | $150.7M | $158.6M |
自由现金流DPZRVTY
| Q1 26 | $147.0M | — | ||
| Q4 25 | — | $161.8M | ||
| Q3 25 | $164.0M | $120.0M | ||
| Q2 25 | $167.3M | $115.5M | ||
| Q1 25 | $164.3M | $112.2M | ||
| Q4 24 | $135.9M | $149.8M | ||
| Q3 24 | $145.6M | $125.6M | ||
| Q2 24 | $127.2M | $136.6M |
自由现金流率DPZRVTY
| Q1 26 | 12.8% | — | ||
| Q4 25 | — | 21.0% | ||
| Q3 25 | 14.3% | 17.2% | ||
| Q2 25 | 14.6% | 16.0% | ||
| Q1 25 | 14.8% | 16.9% | ||
| Q4 24 | 9.4% | 20.5% | ||
| Q3 24 | 13.5% | 18.4% | ||
| Q2 24 | 11.6% | 19.7% |
资本支出强度DPZRVTY
| Q1 26 | 1.3% | — | ||
| Q4 25 | — | 2.6% | ||
| Q3 25 | 1.9% | 2.6% | ||
| Q2 25 | 1.8% | 2.6% | ||
| Q1 25 | 1.3% | 2.4% | ||
| Q4 24 | 2.9% | 3.4% | ||
| Q3 24 | 2.5% | 3.3% | ||
| Q2 24 | 2.1% | 3.2% |
现金转化率DPZRVTY
| Q1 26 | 1.16× | — | ||
| Q4 25 | — | 1.85× | ||
| Q3 25 | 1.33× | 2.97× | ||
| Q2 25 | 1.43× | 2.49× | ||
| Q1 25 | 1.20× | 3.03× | ||
| Q4 24 | 1.05× | 1.84× | ||
| Q3 24 | 1.18× | 1.57× | ||
| Q2 24 | 1.06× | 2.87× |
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
DPZ
| Supply chain | $699.0M | 61% |
| U.S. franchise royalties and fees | $158.0M | 14% |
| U.S. franchise advertising | $130.5M | 11% |
| U.S. Company-owned stores | $82.1M | 7% |
| International franchise royalties and fees | $81.0M | 7% |
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% |
