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Enphase Energy（ENPH）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Enphase Energy的1.1倍（$324.4M vs $282.9M），Revolve Group, Inc.净利率更高（5.7% vs -2.6%，领先8.3%），Revolve Group, Inc.同比增速更快（10.4% vs -20.6%），Enphase Energy自由现金流更多（$83.0M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs -3.4%）
Enphase Energy是总部位于美国加利福尼亚州弗里蒙特的能源科技企业，成立于2006年，是全球首家成功实现光伏微型逆变器商业化的企业，主要面向住宅用户研发生产光伏微型逆变器、储能电池及电动汽车充电桩。
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。
ENPH vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.1倍
$282.9M
营收增速更快
RVLV
高出31.0%
-20.6%
净利率更高
RVLV
高出8.3%
-2.6%
自由现金流更多
ENPH
多$96.3M
$-13.3M
两年增速更快
RVLV
近两年复合增速
-3.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $282.9M | $324.4M |
| 净利润 | $-7.4M | $18.6M |
| 毛利率 | 35.5% | 53.3% |
| 营业利润率 | 54.0% | 6.3% |
| 净利率 | -2.6% | 5.7% |
| 营收同比 | -20.6% | 10.4% |
| 净利润同比 | -124.9% | 50.4% |
| 每股收益（稀释后） | $-0.06 | $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ENPHRVLV
| Q1 26 | $282.9M | — | ||
| Q4 25 | $343.3M | $324.4M | ||
| Q3 25 | $410.4M | $295.6M | ||
| Q2 25 | $363.2M | $309.0M | ||
| Q1 25 | $356.1M | $296.7M | ||
| Q4 24 | $382.7M | $293.7M | ||
| Q3 24 | $380.9M | $283.1M | ||
| Q2 24 | $303.5M | $282.5M |
净利润ENPHRVLV
| Q1 26 | $-7.4M | — | ||
| Q4 25 | $38.7M | $18.6M | ||
| Q3 25 | $66.6M | $21.2M | ||
| Q2 25 | $37.1M | $10.2M | ||
| Q1 25 | $29.7M | $11.8M | ||
| Q4 24 | $62.2M | $12.3M | ||
| Q3 24 | $45.8M | $11.0M | ||
| Q2 24 | $10.8M | $15.4M |
毛利率ENPHRVLV
| Q1 26 | 35.5% | — | ||
| Q4 25 | 44.3% | 53.3% | ||
| Q3 25 | 47.8% | 54.6% | ||
| Q2 25 | 46.9% | 54.1% | ||
| Q1 25 | 47.2% | 52.0% | ||
| Q4 24 | 51.8% | 52.5% | ||
| Q3 24 | 46.8% | 51.2% | ||
| Q2 24 | 45.2% | 54.0% |
营业利润率ENPHRVLV
| Q1 26 | 54.0% | — | ||
| Q4 25 | 6.5% | 6.3% | ||
| Q3 25 | 16.1% | 7.1% | ||
| Q2 25 | 10.2% | 5.8% | ||
| Q1 25 | 9.0% | 5.0% | ||
| Q4 24 | 14.3% | 3.9% | ||
| Q3 24 | 13.1% | 5.0% | ||
| Q2 24 | 0.6% | 5.8% |
净利率ENPHRVLV
| Q1 26 | -2.6% | — | ||
| Q4 25 | 11.3% | 5.7% | ||
| Q3 25 | 16.2% | 7.2% | ||
| Q2 25 | 10.2% | 3.3% | ||
| Q1 25 | 8.3% | 4.0% | ||
| Q4 24 | 16.2% | 4.2% | ||
| Q3 24 | 12.0% | 3.9% | ||
| Q2 24 | 3.6% | 5.4% |
每股收益（稀释后）ENPHRVLV
| Q1 26 | $-0.06 | — | ||
| Q4 25 | $0.29 | $0.27 | ||
| Q3 25 | $0.50 | $0.29 | ||
| Q2 25 | $0.28 | $0.14 | ||
| Q1 25 | $0.22 | $0.16 | ||
| Q4 24 | $0.46 | $0.18 | ||
| Q3 24 | $0.33 | $0.15 | ||
| Q2 24 | $0.08 | $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 | $497.5M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $512.5M |
| 总资产 | $2.7B | $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ENPHRVLV
| Q1 26 | $497.5M | — | ||
| Q4 25 | $1.5B | $292.3M | ||
| Q3 25 | $1.5B | $315.4M | ||
| Q2 25 | $1.5B | $310.7M | ||
| Q1 25 | $1.5B | $300.8M | ||
| Q4 24 | $1.6B | $256.6M | ||
| Q3 24 | $1.8B | $252.8M | ||
| Q2 24 | $1.6B | $244.7M |
总债务ENPHRVLV
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — |
股东权益ENPHRVLV
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $512.5M | ||
| Q3 25 | $995.0M | $490.2M | ||
| Q2 25 | $880.6M | $468.6M | ||
| Q1 25 | $810.7M | $453.4M | ||
| Q4 24 | $833.0M | $437.8M | ||
| Q3 24 | $931.4M | $420.8M | ||
| Q2 24 | $884.5M | $405.8M |
总资产ENPHRVLV
| Q1 26 | $2.7B | — | ||
| Q4 25 | $3.5B | $765.0M | ||
| Q3 25 | $3.3B | $751.3M | ||
| Q2 25 | $3.2B | $722.9M | ||
| Q1 25 | $3.1B | $713.9M | ||
| Q4 24 | $3.2B | $665.5M | ||
| Q3 24 | $3.3B | $670.9M | ||
| Q2 24 | $3.2B | $657.8M |
负债/权益比ENPHRVLV
| Q1 26 | — | — | ||
| Q4 25 | 1.11× | — | ||
| Q3 25 | 1.21× | — | ||
| Q2 25 | 1.37× | — | ||
| Q1 25 | 1.48× | — | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 1.40× | — | ||
| Q2 24 | 1.47× | — |
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 | $102.9M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $83.0M | $-13.3M |
| 自由现金流率自由现金流/营收 | 29.3% | -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 | $145.1M | $48.0M |
8季度趋势，按日历期对齐
经营现金流ENPHRVLV
| Q1 26 | $102.9M | — | ||
| Q4 25 | $47.6M | $-10.2M | ||
| Q3 25 | $13.9M | $11.8M | ||
| Q2 25 | $26.6M | $12.6M | ||
| Q1 25 | $48.4M | $45.1M | ||
| Q4 24 | $167.3M | $3.9M | ||
| Q3 24 | $170.1M | $9.1M | ||
| Q2 24 | $127.1M | $-24.7M |
自由现金流ENPHRVLV
| Q1 26 | $83.0M | — | ||
| Q4 25 | $37.8M | $-13.3M | ||
| Q3 25 | $5.9M | $7.5M | ||
| Q2 25 | $18.4M | $10.4M | ||
| Q1 25 | $33.8M | $43.4M | ||
| Q4 24 | $159.2M | $2.1M | ||
| Q3 24 | $161.6M | $8.0M | ||
| Q2 24 | $117.4M | $-25.7M |
自由现金流率ENPHRVLV
| Q1 26 | 29.3% | — | ||
| Q4 25 | 11.0% | -4.1% | ||
| Q3 25 | 1.4% | 2.5% | ||
| Q2 25 | 5.1% | 3.4% | ||
| Q1 25 | 9.5% | 14.6% | ||
| Q4 24 | 41.6% | 0.7% | ||
| Q3 24 | 42.4% | 2.8% | ||
| Q2 24 | 38.7% | -9.1% |
资本支出强度ENPHRVLV
| Q1 26 | — | — | ||
| Q4 25 | 2.8% | 1.0% | ||
| Q3 25 | 2.0% | 1.5% | ||
| Q2 25 | 2.3% | 0.7% | ||
| Q1 25 | 4.1% | 0.6% | ||
| Q4 24 | 2.1% | 0.6% | ||
| Q3 24 | 2.2% | 0.4% | ||
| Q2 24 | 3.2% | 0.4% |
现金转化率ENPHRVLV
| Q1 26 | — | — | ||
| Q4 25 | 1.23× | -0.55× | ||
| Q3 25 | 0.21× | 0.56× | ||
| Q2 25 | 0.72× | 1.24× | ||
| Q1 25 | 1.63× | 3.82× | ||
| Q4 24 | 2.69× | 0.32× | ||
| Q3 24 | 3.72× | 0.83× | ||
| Q2 24 | 11.73× | -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
ENPH
暂无分部数据
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% |
