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FIGS, Inc.（FIGS）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FIGS, Inc.的1.6倍（$324.4M vs $201.9M），FIGS, Inc.净利率更高（9.2% vs 5.7%，领先3.4%），FIGS, Inc.同比增速更快（33.0% vs 10.4%），FIGS, Inc.自由现金流更多（$58.1M vs $-13.3M），过去两年FIGS, Inc.的营收复合增速更高（30.1% vs 9.5%）
FIGS是一家总部位于美国加利福尼亚州圣莫尼卡的服饰企业，由希瑟·哈森与特里娜·斯皮尔于2013年共同创立，二人目前共同担任首席执行官。品牌专注为医疗从业者提供医用刷手服及相关专业产品，是医疗工装领域的知名品牌。
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。
FIGS vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.6倍
$201.9M
营收增速更快
FIGS
高出22.5%
10.4%
净利率更高
FIGS
高出3.4%
5.7%
自由现金流更多
FIGS
多$71.4M
$-13.3M
两年增速更快
FIGS
近两年复合增速
9.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $201.9M | $324.4M |
| 净利润 | $18.5M | $18.6M |
| 毛利率 | 62.9% | 53.3% |
| 营业利润率 | 9.3% | 6.3% |
| 净利率 | 9.2% | 5.7% |
| 营收同比 | 33.0% | 10.4% |
| 净利润同比 | 881.8% | 50.4% |
| 每股收益（稀释后） | $0.10 | $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FIGSRVLV
| Q4 25 | $201.9M | $324.4M | ||
| Q3 25 | $151.7M | $295.6M | ||
| Q2 25 | $152.6M | $309.0M | ||
| Q1 25 | $124.9M | $296.7M | ||
| Q4 24 | $151.8M | $293.7M | ||
| Q3 24 | $140.2M | $283.1M | ||
| Q2 24 | $144.2M | $282.5M | ||
| Q1 24 | $119.3M | $270.6M |
净利润FIGSRVLV
| Q4 25 | $18.5M | $18.6M | ||
| Q3 25 | $8.7M | $21.2M | ||
| Q2 25 | $7.1M | $10.2M | ||
| Q1 25 | $-102.0K | $11.8M | ||
| Q4 24 | $1.9M | $12.3M | ||
| Q3 24 | $-1.7M | $11.0M | ||
| Q2 24 | $1.1M | $15.4M | ||
| Q1 24 | $1.4M | $10.9M |
毛利率FIGSRVLV
| Q4 25 | 62.9% | 53.3% | ||
| Q3 25 | 69.9% | 54.6% | ||
| Q2 25 | 67.0% | 54.1% | ||
| Q1 25 | 67.6% | 52.0% | ||
| Q4 24 | 67.3% | 52.5% | ||
| Q3 24 | 67.1% | 51.2% | ||
| Q2 24 | 67.4% | 54.0% | ||
| Q1 24 | 68.9% | 52.3% |
营业利润率FIGSRVLV
| Q4 25 | 9.3% | 6.3% | ||
| Q3 25 | 6.4% | 7.1% | ||
| Q2 25 | 6.5% | 5.8% | ||
| Q1 25 | -0.2% | 5.0% | ||
| Q4 24 | 5.9% | 3.9% | ||
| Q3 24 | -6.2% | 5.0% | ||
| Q2 24 | 1.1% | 5.8% | ||
| Q1 24 | 0.4% | 3.4% |
净利率FIGSRVLV
| Q4 25 | 9.2% | 5.7% | ||
| Q3 25 | 5.8% | 7.2% | ||
| Q2 25 | 4.7% | 3.3% | ||
| Q1 25 | -0.1% | 4.0% | ||
| Q4 24 | 1.2% | 4.2% | ||
| Q3 24 | -1.2% | 3.9% | ||
| Q2 24 | 0.8% | 5.4% | ||
| Q1 24 | 1.2% | 4.0% |
每股收益（稀释后）FIGSRVLV
| Q4 25 | $0.10 | $0.27 | ||
| Q3 25 | $0.05 | $0.29 | ||
| Q2 25 | $0.04 | $0.14 | ||
| Q1 25 | $0.00 | $0.16 | ||
| Q4 24 | $0.01 | $0.18 | ||
| Q3 24 | $-0.01 | $0.15 | ||
| Q2 24 | $0.01 | $0.21 | ||
| Q1 24 | $0.01 | $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 | $82.0M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $437.5M | $512.5M |
| 总资产 | $580.0M | $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FIGSRVLV
| Q4 25 | $82.0M | $292.3M | ||
| Q3 25 | $46.5M | $315.4M | ||
| Q2 25 | $50.8M | $310.7M | ||
| Q1 25 | $90.0M | $300.8M | ||
| Q4 24 | $85.6M | $256.6M | ||
| Q3 24 | $124.1M | $252.8M | ||
| Q2 24 | $131.8M | $244.7M | ||
| Q1 24 | $155.3M | $273.4M |
股东权益FIGSRVLV
| Q4 25 | $437.5M | $512.5M | ||
| Q3 25 | $413.3M | $490.2M | ||
| Q2 25 | $396.5M | $468.6M | ||
| Q1 25 | $381.5M | $453.4M | ||
| Q4 24 | $377.1M | $437.8M | ||
| Q3 24 | $403.5M | $420.8M | ||
| Q2 24 | $401.7M | $405.8M | ||
| Q1 24 | $389.9M | $389.9M |
总资产FIGSRVLV
| Q4 25 | $580.0M | $765.0M | ||
| Q3 25 | $544.7M | $751.3M | ||
| Q2 25 | $517.1M | $722.9M | ||
| Q1 25 | $522.3M | $713.9M | ||
| Q4 24 | $509.8M | $665.5M | ||
| Q3 24 | $542.5M | $670.9M | ||
| Q2 24 | $526.0M | $657.8M | ||
| Q1 24 | $510.9M | $650.0M |
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 | $60.9M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $58.1M | $-13.3M |
| 自由现金流率自由现金流/营收 | 28.8% | -4.1% |
| 资本支出强度资本支出/营收 | 1.4% | 1.0% |
| 现金转化率经营现金流/净利润 | 3.29× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $53.0M | $48.0M |
8季度趋势，按日历期对齐
经营现金流FIGSRVLV
| Q4 25 | $60.9M | $-10.2M | ||
| Q3 25 | $3.4M | $11.8M | ||
| Q2 25 | $-12.4M | $12.6M | ||
| Q1 25 | $9.2M | $45.1M | ||
| Q4 24 | $30.4M | $3.9M | ||
| Q3 24 | $22.6M | $9.1M | ||
| Q2 24 | $16.5M | $-24.7M | ||
| Q1 24 | $11.6M | $38.4M |
自由现金流FIGSRVLV
| Q4 25 | $58.1M | $-13.3M | ||
| Q3 25 | $531.0K | $7.5M | ||
| Q2 25 | $-13.5M | $10.4M | ||
| Q1 25 | $7.9M | $43.4M | ||
| Q4 24 | $27.1M | $2.1M | ||
| Q3 24 | $18.4M | $8.0M | ||
| Q2 24 | $7.5M | $-25.7M | ||
| Q1 24 | $11.1M | $36.7M |
自由现金流率FIGSRVLV
| Q4 25 | 28.8% | -4.1% | ||
| Q3 25 | 0.4% | 2.5% | ||
| Q2 25 | -8.9% | 3.4% | ||
| Q1 25 | 6.3% | 14.6% | ||
| Q4 24 | 17.8% | 0.7% | ||
| Q3 24 | 13.1% | 2.8% | ||
| Q2 24 | 5.2% | -9.1% | ||
| Q1 24 | 9.3% | 13.5% |
资本支出强度FIGSRVLV
| Q4 25 | 1.4% | 1.0% | ||
| Q3 25 | 1.9% | 1.5% | ||
| Q2 25 | 0.7% | 0.7% | ||
| Q1 25 | 1.0% | 0.6% | ||
| Q4 24 | 2.2% | 0.6% | ||
| Q3 24 | 3.0% | 0.4% | ||
| Q2 24 | 6.2% | 0.4% | ||
| Q1 24 | 0.4% | 0.6% |
现金转化率FIGSRVLV
| Q4 25 | 3.29× | -0.55× | ||
| Q3 25 | 0.39× | 0.56× | ||
| Q2 25 | -1.75× | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | 16.14× | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | 15.04× | -1.60× | ||
| Q1 24 | 8.10× | 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
FIGS
| Scrubwear | $154.9M | 77% |
| Non Scrubwear Lifestyle | $47.0M | 23% |
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% |
