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慧与（EFSC）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.的季度营收约是慧与的1.8倍（$324.4M vs $185.2M），慧与净利率更高（26.6% vs 5.7%，领先20.9%），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs 9.0%）
慧与（Hewlett Packard Enterprise，简称HPE）是总部位于美国得克萨斯州斯普林的跨国信息技术企业，面向企业客户提供服务器、存储、网络、容器化软件及咨询支持服务，2018年位列美国《财富》500强第107位。
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。
EFSC vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.8倍
$185.2M
净利率更高
EFSC
高出20.9%
5.7%
两年增速更快
RVLV
近两年复合增速
9.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $324.4M |
| 净利润 | $49.4M | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | — | 6.3% |
| 净利率 | 26.6% | 5.7% |
| 营收同比 | — | 10.4% |
| 净利润同比 | -1.2% | 50.4% |
| 每股收益（稀释后） | $1.30 | $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EFSCRVLV
| Q1 26 | $185.2M | — | ||
| Q4 25 | $193.6M | $324.4M | ||
| Q3 25 | $206.9M | $295.6M | ||
| Q2 25 | $173.4M | $309.0M | ||
| Q1 25 | $166.0M | $296.7M | ||
| Q4 24 | $167.0M | $293.7M | ||
| Q3 24 | $164.9M | $283.1M | ||
| Q2 24 | $156.0M | $282.5M |
净利润EFSCRVLV
| Q1 26 | $49.4M | — | ||
| Q4 25 | $54.8M | $18.6M | ||
| Q3 25 | $45.2M | $21.2M | ||
| Q2 25 | $51.4M | $10.2M | ||
| Q1 25 | $50.0M | $11.8M | ||
| Q4 24 | $48.8M | $12.3M | ||
| Q3 24 | $50.6M | $11.0M | ||
| Q2 24 | $45.4M | $15.4M |
毛利率EFSCRVLV
| Q1 26 | — | — | ||
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% |
营业利润率EFSCRVLV
| Q1 26 | — | — | ||
| Q4 25 | — | 6.3% | ||
| Q3 25 | 42.9% | 7.1% | ||
| Q2 25 | 37.0% | 5.8% | ||
| Q1 25 | 36.8% | 5.0% | ||
| Q4 24 | — | 3.9% | ||
| Q3 24 | 38.1% | 5.0% | ||
| Q2 24 | 36.7% | 5.8% |
净利率EFSCRVLV
| Q1 26 | 26.6% | — | ||
| Q4 25 | 28.3% | 5.7% | ||
| Q3 25 | 21.9% | 7.2% | ||
| Q2 25 | 29.6% | 3.3% | ||
| Q1 25 | 30.1% | 4.0% | ||
| Q4 24 | 29.2% | 4.2% | ||
| Q3 24 | 30.7% | 3.9% | ||
| Q2 24 | 29.1% | 5.4% |
每股收益（稀释后）EFSCRVLV
| Q1 26 | $1.30 | — | ||
| Q4 25 | $1.45 | $0.27 | ||
| Q3 25 | $1.19 | $0.29 | ||
| Q2 25 | $1.36 | $0.14 | ||
| Q1 25 | $1.31 | $0.16 | ||
| Q4 24 | $1.27 | $0.18 | ||
| Q3 24 | $1.32 | $0.15 | ||
| Q2 24 | $1.19 | $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 | — | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $512.5M |
| 总资产 | $17.3B | $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EFSCRVLV
| Q1 26 | — | — | ||
| Q4 25 | — | $292.3M | ||
| Q3 25 | — | $315.4M | ||
| Q2 25 | — | $310.7M | ||
| Q1 25 | — | $300.8M | ||
| Q4 24 | — | $256.6M | ||
| Q3 24 | — | $252.8M | ||
| Q2 24 | — | $244.7M |
股东权益EFSCRVLV
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $512.5M | ||
| Q3 25 | $2.0B | $490.2M | ||
| Q2 25 | $1.9B | $468.6M | ||
| Q1 25 | $1.9B | $453.4M | ||
| Q4 24 | $1.8B | $437.8M | ||
| Q3 24 | $1.8B | $420.8M | ||
| Q2 24 | $1.8B | $405.8M |
总资产EFSCRVLV
| Q1 26 | $17.3B | — | ||
| Q4 25 | $17.3B | $765.0M | ||
| Q3 25 | $16.4B | $751.3M | ||
| Q2 25 | $16.1B | $722.9M | ||
| Q1 25 | $15.7B | $713.9M | ||
| Q4 24 | $15.6B | $665.5M | ||
| Q3 24 | $15.0B | $670.9M | ||
| Q2 24 | $14.6B | $657.8M |
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 | — | $-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 | — | -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EFSCRVLV
| Q1 26 | — | — | ||
| Q4 25 | $193.5M | $-10.2M | ||
| Q3 25 | $49.4M | $11.8M | ||
| Q2 25 | $61.3M | $12.6M | ||
| Q1 25 | $40.0M | $45.1M | ||
| Q4 24 | $247.4M | $3.9M | ||
| Q3 24 | $89.0M | $9.1M | ||
| Q2 24 | $76.5M | $-24.7M |
自由现金流EFSCRVLV
| Q1 26 | — | — | ||
| Q4 25 | $181.5M | $-13.3M | ||
| Q3 25 | $47.1M | $7.5M | ||
| Q2 25 | $59.0M | $10.4M | ||
| Q1 25 | $35.6M | $43.4M | ||
| Q4 24 | $239.9M | $2.1M | ||
| Q3 24 | $88.2M | $8.0M | ||
| Q2 24 | $74.7M | $-25.7M |
自由现金流率EFSCRVLV
| Q1 26 | — | — | ||
| Q4 25 | 93.8% | -4.1% | ||
| Q3 25 | 22.8% | 2.5% | ||
| Q2 25 | 34.0% | 3.4% | ||
| Q1 25 | 21.5% | 14.6% | ||
| Q4 24 | 143.7% | 0.7% | ||
| Q3 24 | 53.5% | 2.8% | ||
| Q2 24 | 47.9% | -9.1% |
资本支出强度EFSCRVLV
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 1.0% | ||
| Q3 25 | 1.1% | 1.5% | ||
| Q2 25 | 1.3% | 0.7% | ||
| Q1 25 | 2.7% | 0.6% | ||
| Q4 24 | 4.5% | 0.6% | ||
| Q3 24 | 0.5% | 0.4% | ||
| Q2 24 | 1.1% | 0.4% |
现金转化率EFSCRVLV
| Q1 26 | — | — | ||
| Q4 25 | 3.53× | -0.55× | ||
| Q3 25 | 1.09× | 0.56× | ||
| Q2 25 | 1.19× | 1.24× | ||
| Q1 25 | 0.80× | 3.82× | ||
| Q4 24 | 5.07× | 0.32× | ||
| Q3 24 | 1.76× | 0.83× | ||
| Q2 24 | 1.68× | -1.60× |
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
EFSC
| Net Interest Income | $166.1M | 90% |
| Noninterest Income | $19.1M | 10% |
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% |
