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Enovis CORP（ENOV）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
Enovis CORP的季度营收约是Revolve Group, Inc.的1.7倍（$548.9M vs $324.4M），Revolve Group, Inc.净利率更高（5.7% vs -104.1%，领先109.8%），Revolve Group, Inc.同比增速更快（10.4% vs -2.2%），Enovis CORP自由现金流更多（$29.1M vs $-13.3M），过去两年Enovis CORP的营收复合增速更高（9.8% vs 9.5%）
Enovis是一家专注于骨科领域的医疗科技企业，其前身是1995年由米切尔·雷尔斯和史蒂文·雷尔斯兄弟创立的科尔法克斯公司。公司总部位于特拉华州威尔明顿，目前在全球12个地点开展业务，拥有超过5000名员工，于纽约证券交易所上市，股票代码为ENOV。
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。
ENOV vs RVLV — 直观对比
营收规模更大
ENOV
是对方的1.7倍
$324.4M
营收增速更快
RVLV
高出12.6%
-2.2%
净利率更高
RVLV
高出109.8%
-104.1%
自由现金流更多
ENOV
多$42.4M
$-13.3M
两年增速更快
ENOV
近两年复合增速
9.5%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $548.9M | $324.4M |
| 净利润 | $-571.1M | $18.6M |
| 毛利率 | 59.9% | 53.3% |
| 营业利润率 | -101.7% | 6.3% |
| 净利率 | -104.1% | 5.7% |
| 营收同比 | -2.2% | 10.4% |
| 净利润同比 | 18.8% | 50.4% |
| 每股收益（稀释后） | $-9.99 | $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ENOVRVLV
| Q4 25 | $548.9M | $324.4M | ||
| Q3 25 | $564.5M | $295.6M | ||
| Q2 25 | $558.8M | $309.0M | ||
| Q1 25 | — | $296.7M | ||
| Q4 24 | $561.0M | $293.7M | ||
| Q3 24 | $505.2M | $283.1M | ||
| Q2 24 | $525.2M | $282.5M | ||
| Q1 24 | $516.3M | $270.6M |
净利润ENOVRVLV
| Q4 25 | $-571.1M | $18.6M | ||
| Q3 25 | $-36.7M | $21.2M | ||
| Q2 25 | $-56.0M | $10.2M | ||
| Q1 25 | — | $11.8M | ||
| Q4 24 | $-703.2M | $12.3M | ||
| Q3 24 | $-31.5M | $11.0M | ||
| Q2 24 | $-18.6M | $15.4M | ||
| Q1 24 | $-72.0M | $10.9M |
毛利率ENOVRVLV
| Q4 25 | 59.9% | 53.3% | ||
| Q3 25 | 59.3% | 54.6% | ||
| Q2 25 | 59.5% | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | 54.8% | 52.5% | ||
| Q3 24 | 56.7% | 51.2% | ||
| Q2 24 | 55.0% | 54.0% | ||
| Q1 24 | 57.7% | 52.3% |
营业利润率ENOVRVLV
| Q4 25 | -101.7% | 6.3% | ||
| Q3 25 | -3.0% | 7.1% | ||
| Q2 25 | -8.4% | 5.8% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | -118.5% | 3.9% | ||
| Q3 24 | -6.3% | 5.0% | ||
| Q2 24 | -8.4% | 5.8% | ||
| Q1 24 | -6.8% | 3.4% |
净利率ENOVRVLV
| Q4 25 | -104.1% | 5.7% | ||
| Q3 25 | -6.5% | 7.2% | ||
| Q2 25 | -10.0% | 3.3% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | -125.4% | 4.2% | ||
| Q3 24 | -6.2% | 3.9% | ||
| Q2 24 | -3.5% | 5.4% | ||
| Q1 24 | -13.9% | 4.0% |
每股收益（稀释后）ENOVRVLV
| Q4 25 | $-9.99 | $0.27 | ||
| Q3 25 | $-0.64 | $0.29 | ||
| Q2 25 | $-0.98 | $0.14 | ||
| Q1 25 | — | $0.16 | ||
| Q4 24 | $-12.69 | $0.18 | ||
| Q3 24 | $-0.58 | $0.15 | ||
| Q2 24 | $-0.34 | $0.21 | ||
| Q1 24 | $-1.32 | $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 | $33.6M | $292.3M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $2.0B | $512.5M |
| 总资产 | $4.4B | $765.0M |
| 负债/权益比越低杠杆越低 | 0.67× | — |
8季度趋势，按日历期对齐
现金及短期投资ENOVRVLV
| Q4 25 | $33.6M | $292.3M | ||
| Q3 25 | $44.1M | $315.4M | ||
| Q2 25 | $38.5M | $310.7M | ||
| Q1 25 | — | $300.8M | ||
| Q4 24 | $48.2M | $256.6M | ||
| Q3 24 | $35.4M | $252.8M | ||
| Q2 24 | $35.0M | $244.7M | ||
| Q1 24 | $66.3M | $273.4M |
总债务ENOVRVLV
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.3B | — |
股东权益ENOVRVLV
| Q4 25 | $2.0B | $512.5M | ||
| Q3 25 | $2.6B | $490.2M | ||
| Q2 25 | $2.6B | $468.6M | ||
| Q1 25 | — | $453.4M | ||
| Q4 24 | $2.6B | $437.8M | ||
| Q3 24 | $3.3B | $420.8M | ||
| Q2 24 | $3.3B | $405.8M | ||
| Q1 24 | $3.3B | $389.9M |
总资产ENOVRVLV
| Q4 25 | $4.4B | $765.0M | ||
| Q3 25 | $5.0B | $751.3M | ||
| Q2 25 | $4.9B | $722.9M | ||
| Q1 25 | — | $713.9M | ||
| Q4 24 | $4.7B | $665.5M | ||
| Q3 24 | $5.6B | $670.9M | ||
| Q2 24 | $5.4B | $657.8M | ||
| Q1 24 | $5.5B | $650.0M |
负债/权益比ENOVRVLV
| Q4 25 | 0.67× | — | ||
| Q3 25 | 0.54× | — | ||
| Q2 25 | 0.53× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.52× | — | ||
| Q3 24 | 0.40× | — | ||
| Q2 24 | 0.41× | — | ||
| Q1 24 | 0.40× | — |
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 | $82.6M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $29.1M | $-13.3M |
| 自由现金流率自由现金流/营收 | 5.3% | -4.1% |
| 资本支出强度资本支出/营收 | 9.7% | 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 | $22.8M | $48.0M |
8季度趋势，按日历期对齐
经营现金流ENOVRVLV
| Q4 25 | $82.6M | $-10.2M | ||
| Q3 25 | $47.8M | $11.8M | ||
| Q2 25 | $-1.6M | $12.6M | ||
| Q1 25 | — | $45.1M | ||
| Q4 24 | $88.3M | $3.9M | ||
| Q3 24 | $53.6M | $9.1M | ||
| Q2 24 | $7.8M | $-24.7M | ||
| Q1 24 | $-36.2M | $38.4M |
自由现金流ENOVRVLV
| Q4 25 | $29.1M | $-13.3M | ||
| Q3 25 | $3.4M | $7.5M | ||
| Q2 25 | $-44.9M | $10.4M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | $35.1M | $2.1M | ||
| Q3 24 | $2.4M | $8.0M | ||
| Q2 24 | $-31.6M | $-25.7M | ||
| Q1 24 | $-73.1M | $36.7M |
自由现金流率ENOVRVLV
| Q4 25 | 5.3% | -4.1% | ||
| Q3 25 | 0.6% | 2.5% | ||
| Q2 25 | -8.0% | 3.4% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | 6.3% | 0.7% | ||
| Q3 24 | 0.5% | 2.8% | ||
| Q2 24 | -6.0% | -9.1% | ||
| Q1 24 | -14.2% | 13.5% |
资本支出强度ENOVRVLV
| Q4 25 | 9.7% | 1.0% | ||
| Q3 25 | 7.9% | 1.5% | ||
| Q2 25 | 7.7% | 0.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | 9.5% | 0.6% | ||
| Q3 24 | 10.1% | 0.4% | ||
| Q2 24 | 7.5% | 0.4% | ||
| Q1 24 | 7.2% | 0.6% |
现金转化率ENOVRVLV
| Q4 25 | — | -0.55× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | -1.60× | ||
| Q1 24 | — | 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
ENOV
| Reconstructive Segment | $258.0M | 47% |
| Surgical | $129.0M | 23% |
| Prevention And Recovery | $92.6M | 17% |
| Other Prevention And Recovery | $71.4M | 13% |
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% |
