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伊萨（ESAB）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
Revvity的季度营收约是伊萨的1.1倍（$772.1M vs $727.8M），Revvity净利率更高（12.7% vs 7.5%，领先5.2%），伊萨同比增速更快（8.5% vs 5.9%），Revvity自由现金流更多（$161.8M vs $70.3M），过去两年Revvity的营收复合增速更高（9.0% vs 2.8%）
ESAB（全称Elektriska Svetsnings-Aktiebolaget）是一家美国与瑞典合资的跨国工业企业，主营焊接、切割设备及配套耗材的研发、生产与销售，为全球制造业、基建等多领域客户提供专业可靠的工业解决方案，在全球工业市场拥有较高知名度。
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。
ESAB vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.1倍
$727.8M
营收增速更快
ESAB
高出2.7%
5.9%
净利率更高
RVTY
高出5.2%
7.5%
自由现金流更多
RVTY
多$91.5M
$70.3M
两年增速更快
RVTY
近两年复合增速
2.8%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $727.8M | $772.1M |
| 净利润 | $54.8M | $98.4M |
| 毛利率 | 37.0% | — |
| 营业利润率 | 14.6% | 14.5% |
| 净利率 | 7.5% | 12.7% |
| 营收同比 | 8.5% | 5.9% |
| 净利润同比 | 2.1% | 3.9% |
| 每股收益（稀释后） | $0.90 | $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ESABRVTY
| Q4 25 | $727.8M | $772.1M | ||
| Q3 25 | $715.6M | $698.9M | ||
| Q2 25 | $678.1M | $720.3M | ||
| Q1 25 | — | $664.8M | ||
| Q4 24 | $670.8M | $729.4M | ||
| Q3 24 | $673.3M | $684.0M | ||
| Q2 24 | $707.1M | $691.7M | ||
| Q1 24 | $689.7M | $649.9M |
净利润ESABRVTY
| Q4 25 | $54.8M | $98.4M | ||
| Q3 25 | $66.9M | $46.7M | ||
| Q2 25 | $67.4M | $53.9M | ||
| Q1 25 | — | $42.2M | ||
| Q4 24 | $53.7M | $94.6M | ||
| Q3 24 | $68.2M | $94.4M | ||
| Q2 24 | $82.9M | $55.4M | ||
| Q1 24 | $60.0M | $26.0M |
毛利率ESABRVTY
| Q4 25 | 37.0% | — | ||
| Q3 25 | 37.2% | 53.6% | ||
| Q2 25 | 37.6% | 54.5% | ||
| Q1 25 | — | 56.5% | ||
| Q4 24 | 38.5% | — | ||
| Q3 24 | 37.7% | 56.3% | ||
| Q2 24 | 38.2% | 55.7% | ||
| Q1 24 | 37.0% | 54.6% |
营业利润率ESABRVTY
| Q4 25 | 14.6% | 14.5% | ||
| Q3 25 | 15.2% | 11.7% | ||
| Q2 25 | 16.2% | 12.6% | ||
| Q1 25 | — | 10.9% | ||
| Q4 24 | 16.6% | 16.3% | ||
| Q3 24 | 15.7% | 14.3% | ||
| Q2 24 | 16.9% | 12.4% | ||
| Q1 24 | 16.0% | 6.8% |
净利率ESABRVTY
| Q4 25 | 7.5% | 12.7% | ||
| Q3 25 | 9.3% | 6.7% | ||
| Q2 25 | 9.9% | 7.5% | ||
| Q1 25 | — | 6.4% | ||
| Q4 24 | 8.0% | 13.0% | ||
| Q3 24 | 10.1% | 13.8% | ||
| Q2 24 | 11.7% | 8.0% | ||
| Q1 24 | 8.7% | 4.0% |
每股收益（稀释后）ESABRVTY
| Q4 25 | $0.90 | $0.86 | ||
| Q3 25 | $1.09 | $0.40 | ||
| Q2 25 | $1.10 | $0.46 | ||
| Q1 25 | — | $0.35 | ||
| Q4 24 | $0.87 | $0.77 | ||
| Q3 24 | $1.11 | $0.77 | ||
| Q2 24 | $1.35 | $0.45 | ||
| Q1 24 | $0.98 | $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 | $218.2M | $919.9M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $2.1B | $7.3B |
| 总资产 | $4.9B | $12.2B |
| 负债/权益比越低杠杆越低 | 0.63× | — |
8季度趋势，按日历期对齐
现金及短期投资ESABRVTY
| Q4 25 | $218.2M | $919.9M | ||
| Q3 25 | $258.2M | $931.4M | ||
| Q2 25 | $291.3M | $991.8M | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $249.4M | $1.2B | ||
| Q3 24 | $253.7M | $1.2B | ||
| Q2 24 | $228.5M | $2.0B | ||
| Q1 24 | $76.5M | $1.7B |
总债务ESABRVTY
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $992.8M | — |
股东权益ESABRVTY
| Q4 25 | $2.1B | $7.3B | ||
| Q3 25 | $2.1B | $7.4B | ||
| Q2 25 | $1.9B | $7.6B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | $1.8B | $7.7B | ||
| Q3 24 | $1.8B | $7.9B | ||
| Q2 24 | $1.7B | $7.9B | ||
| Q1 24 | $1.6B | $7.8B |
总资产ESABRVTY
| Q4 25 | $4.9B | $12.2B | ||
| Q3 25 | $4.4B | $12.1B | ||
| Q2 25 | $4.2B | $12.4B | ||
| Q1 25 | — | $12.4B | ||
| Q4 24 | $4.0B | $12.4B | ||
| Q3 24 | $4.1B | $12.8B | ||
| Q2 24 | $4.0B | $13.4B | ||
| Q1 24 | $3.8B | $13.4B |
负债/权益比ESABRVTY
| Q4 25 | 0.63× | — | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.55× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.60× | — | ||
| Q3 24 | 0.59× | — | ||
| Q2 24 | 0.63× | — | ||
| Q1 24 | 0.61× | — |
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 | $81.5M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $70.3M | $161.8M |
| 自由现金流率自由现金流/营收 | 9.7% | 21.0% |
| 资本支出强度资本支出/营收 | 1.5% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.49× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $238.0M | $509.4M |
8季度趋势，按日历期对齐
经营现金流ESABRVTY
| Q4 25 | $81.5M | $182.0M | ||
| Q3 25 | $46.6M | $138.5M | ||
| Q2 25 | $35.4M | $134.3M | ||
| Q1 25 | — | $128.2M | ||
| Q4 24 | $126.9M | $174.2M | ||
| Q3 24 | $101.0M | $147.9M | ||
| Q2 24 | $83.0M | $158.6M | ||
| Q1 24 | $44.5M | $147.6M |
自由现金流ESABRVTY
| Q4 25 | $70.3M | $161.8M | ||
| Q3 25 | $37.4M | $120.0M | ||
| Q2 25 | $28.1M | $115.5M | ||
| Q1 25 | — | $112.2M | ||
| Q4 24 | $102.2M | $149.8M | ||
| Q3 24 | $90.4M | $125.6M | ||
| Q2 24 | $74.0M | $136.6M | ||
| Q1 24 | $37.1M | $129.7M |
自由现金流率ESABRVTY
| Q4 25 | 9.7% | 21.0% | ||
| Q3 25 | 5.2% | 17.2% | ||
| Q2 25 | 4.1% | 16.0% | ||
| Q1 25 | — | 16.9% | ||
| Q4 24 | 15.2% | 20.5% | ||
| Q3 24 | 13.4% | 18.4% | ||
| Q2 24 | 10.5% | 19.7% | ||
| Q1 24 | 5.4% | 20.0% |
资本支出强度ESABRVTY
| Q4 25 | 1.5% | 2.6% | ||
| Q3 25 | 1.3% | 2.6% | ||
| Q2 25 | 1.1% | 2.6% | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | 3.7% | 3.4% | ||
| Q3 24 | 1.6% | 3.3% | ||
| Q2 24 | 1.3% | 3.2% | ||
| Q1 24 | 1.1% | 2.7% |
现金转化率ESABRVTY
| Q4 25 | 1.49× | 1.85× | ||
| Q3 25 | 0.70× | 2.97× | ||
| Q2 25 | 0.53× | 2.49× | ||
| Q1 25 | — | 3.03× | ||
| Q4 24 | 2.36× | 1.84× | ||
| Q3 24 | 1.48× | 1.57× | ||
| Q2 24 | 1.00× | 2.87× | ||
| Q1 24 | 0.74× | 5.67× |
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
ESAB
| Consumable Products | $477.9M | 66% |
| Equipment Products | $249.9M | 34% |
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% |
