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EVgo Inc.（EVGO）与Rivian Automotive, Inc.（RIVN）财务数据对比。点击上方公司名可切换其他公司
Rivian Automotive, Inc.的季度营收约是EVgo Inc.的10.9倍（$1.3B vs $118.5M），EVgo Inc.净利率更高（-4.1% vs -63.1%，领先59.0%），EVgo Inc.同比增速更快（75.5% vs -25.8%），EVgo Inc.自由现金流更多（$-38.1M vs $-1.1B），过去两年EVgo Inc.的营收复合增速更高（46.6% vs 3.3%）
EVgo Inc.是美国知名的电动汽车快充网络运营商，截至2023年8月，公司已布局超过950个充电站点，覆盖美国35个州，旗下充电桩兼容全球各大主流车企的电动汽车。
Rivian Automotive是2009年成立的美国电动汽车制造商及汽车科技企业，主打基于自研滑板平台打造的电动SUV、皮卡及EDV电动配送货车，旗下R1T皮卡于2021年末正式开启交付，还计划于2023年底前在美国和加拿大布局专属充电网络，其平台可适配新车型也可对外授权使用。
EVGO vs RIVN — 直观对比
营收规模更大
RIVN
是对方的10.9倍
$118.5M
营收增速更快
EVGO
高出101.3%
-25.8%
净利率更高
EVGO
高出59.0%
-63.1%
自由现金流更多
EVGO
多$1.1B
$-1.1B
两年增速更快
EVGO
近两年复合增速
3.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $118.5M | $1.3B |
| 净利润 | $-4.8M | $-811.0M |
| 毛利率 | 38.0% | 9.3% |
| 营业利润率 | -10.4% | -64.8% |
| 净利率 | -4.1% | -63.1% |
| 营收同比 | 75.5% | -25.8% |
| 净利润同比 | 61.1% | -9.0% |
| 每股收益（稀释后） | $-0.03 | $-0.66 |
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EVGORIVN
| Q4 25 | $118.5M | $1.3B | ||
| Q3 25 | $92.3M | $1.6B | ||
| Q2 25 | $98.0M | $1.3B | ||
| Q1 25 | $75.3M | $1.2B | ||
| Q4 24 | $67.5M | $1.7B | ||
| Q3 24 | $67.5M | $874.0M | ||
| Q2 24 | $66.6M | $1.2B | ||
| Q1 24 | $55.2M | $1.2B |
净利润EVGORIVN
| Q4 25 | $-4.8M | $-811.0M | ||
| Q3 25 | $-12.4M | $-1.2B | ||
| Q2 25 | $-13.0M | $-1.1B | ||
| Q1 25 | $-11.4M | $-545.0M | ||
| Q4 24 | $-12.4M | $-744.0M | ||
| Q3 24 | $-11.7M | $-1.1B | ||
| Q2 24 | $-10.4M | $-1.5B | ||
| Q1 24 | $-9.8M | $-1.4B |
毛利率EVGORIVN
| Q4 25 | 38.0% | 9.3% | ||
| Q3 25 | 13.6% | 1.5% | ||
| Q2 25 | 14.2% | -15.8% | ||
| Q1 25 | 12.4% | 16.6% | ||
| Q4 24 | 14.5% | 9.8% | ||
| Q3 24 | 9.4% | -44.9% | ||
| Q2 24 | 9.6% | -38.9% | ||
| Q1 24 | 12.4% | -43.8% |
营业利润率EVGORIVN
| Q4 25 | -10.4% | -64.8% | ||
| Q3 25 | -36.9% | -63.1% | ||
| Q2 25 | -31.4% | -85.5% | ||
| Q1 25 | -44.4% | -52.8% | ||
| Q4 24 | -51.9% | -38.1% | ||
| Q3 24 | -47.1% | -133.8% | ||
| Q2 24 | -48.6% | -118.7% | ||
| Q1 24 | -58.7% | -123.3% |
净利率EVGORIVN
| Q4 25 | -4.1% | -63.1% | ||
| Q3 25 | -13.4% | -75.3% | ||
| Q2 25 | -13.3% | -85.7% | ||
| Q1 25 | -15.1% | -44.0% | ||
| Q4 24 | -18.4% | -42.9% | ||
| Q3 24 | -17.3% | -125.9% | ||
| Q2 24 | -15.6% | -125.8% | ||
| Q1 24 | -17.8% | -120.1% |
每股收益（稀释后）EVGORIVN
| Q4 25 | $-0.03 | $-0.66 | ||
| Q3 25 | $-0.09 | $-0.96 | ||
| Q2 25 | $-0.10 | $-0.97 | ||
| Q1 25 | $-0.09 | $-0.48 | ||
| Q4 24 | $-0.11 | $-0.67 | ||
| Q3 24 | $-0.11 | $-1.08 | ||
| Q2 24 | $-0.10 | $-1.46 | ||
| Q1 24 | $-0.09 | $-1.48 |
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 | $151.0M | $6.1B |
| 总债务越低越好 | $206.5M | — |
| 股东权益账面价值 | $-116.9M | $4.6B |
| 总资产 | $964.8M | $14.9B |
| 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EVGORIVN
| Q4 25 | $151.0M | $6.1B | ||
| Q3 25 | $181.3M | $7.1B | ||
| Q2 25 | $154.5M | $7.5B | ||
| Q1 25 | $150.0M | $7.2B | ||
| Q4 24 | $117.3M | $7.7B | ||
| Q3 24 | $141.9M | $6.7B | ||
| Q2 24 | $162.3M | $7.9B | ||
| Q1 24 | $175.1M | $7.9B |
总债务EVGORIVN
| Q4 25 | $206.5M | — | ||
| Q3 25 | $157.3M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $5.5B | ||
| Q1 24 | — | $4.4B |
股东权益EVGORIVN
| Q4 25 | $-116.9M | $4.6B | ||
| Q3 25 | $-428.1M | $5.1B | ||
| Q2 25 | $-230.1M | $6.1B | ||
| Q1 25 | $-36.8M | $6.2B | ||
| Q4 24 | $-256.1M | $6.6B | ||
| Q3 24 | $-344.8M | $5.9B | ||
| Q2 24 | $13.6M | $6.8B | ||
| Q1 24 | $25.7M | $8.1B |
总资产EVGORIVN
| Q4 25 | $964.8M | $14.9B | ||
| Q3 25 | $931.8M | $15.2B | ||
| Q2 25 | $864.7M | $15.6B | ||
| Q1 25 | $856.0M | $15.5B | ||
| Q4 24 | $803.8M | $15.4B | ||
| Q3 24 | $791.7M | $14.3B | ||
| Q2 24 | $785.3M | $15.4B | ||
| Q1 24 | $787.5M | $15.7B |
负债/权益比EVGORIVN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.81× | ||
| Q1 24 | — | 0.55× |
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 | $11.3M | $-681.0M |
| 自由现金流经营现金流 - 资本支出 | $-38.1M | $-1.1B |
| 自由现金流率自由现金流/营收 | -32.2% | -89.0% |
| 资本支出强度资本支出/营收 | 41.7% | 36.0% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-124.4M | $-2.5B |
8季度趋势，按日历期对齐
经营现金流EVGORIVN
| Q4 25 | $11.3M | $-681.0M | ||
| Q3 25 | $-22.8M | $26.0M | ||
| Q2 25 | $14.1M | $64.0M | ||
| Q1 25 | $-10.2M | $-188.0M | ||
| Q4 24 | $-12.8M | $1.2B | ||
| Q3 24 | $12.1M | $-876.0M | ||
| Q2 24 | $7.6M | $-754.0M | ||
| Q1 24 | $-14.1M | $-1.3B |
自由现金流EVGORIVN
| Q4 25 | $-38.1M | $-1.1B | ||
| Q3 25 | $-49.0M | $-421.0M | ||
| Q2 25 | $-12.1M | $-398.0M | ||
| Q1 25 | $-25.2M | $-526.0M | ||
| Q4 24 | $-36.5M | $856.0M | ||
| Q3 24 | $-13.7M | $-1.2B | ||
| Q2 24 | $-16.6M | $-1.0B | ||
| Q1 24 | $-35.2M | $-1.5B |
自由现金流率EVGORIVN
| Q4 25 | -32.2% | -89.0% | ||
| Q3 25 | -53.1% | -27.0% | ||
| Q2 25 | -12.4% | -30.5% | ||
| Q1 25 | -33.5% | -42.4% | ||
| Q4 24 | -54.1% | 49.4% | ||
| Q3 24 | -20.3% | -131.9% | ||
| Q2 24 | -25.0% | -89.6% | ||
| Q1 24 | -63.7% | -126.5% |
资本支出强度EVGORIVN
| Q4 25 | 41.7% | 36.0% | ||
| Q3 25 | 28.3% | 28.7% | ||
| Q2 25 | 26.7% | 35.5% | ||
| Q1 25 | 19.9% | 27.3% | ||
| Q4 24 | 35.1% | 18.9% | ||
| Q3 24 | 38.3% | 31.7% | ||
| Q2 24 | 36.3% | 24.4% | ||
| Q1 24 | 38.2% | 21.1% |
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
EVGO
| Charging Network Revenue | $63.6M | 54% |
| Charging Revenue Retail | $35.8M | 30% |
| Charging Revenue Commercial | $9.3M | 8% |
| Charging Revenue Oem | $6.5M | 6% |
| Regulatory Credit Sales | $2.2M | 2% |
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |
