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NATIONAL BEVERAGE CORP（FIZZ）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NATIONAL BEVERAGE CORP的1.1倍（$324.4M vs $288.3M），NATIONAL BEVERAGE CORP净利率更高（16.1% vs 5.7%，领先10.4%），Revolve Group, Inc.同比增速更快（10.4% vs -1.0%），NATIONAL BEVERAGE CORP自由现金流更多（$19.9M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs 3.3%）
国家饮料公司是美国的饮料开发、生产及分销企业，总部位于佛罗里达州劳德代尔堡，主打风味软饮产品，旗下知名品牌包括LaCroix气泡水、Shasta和Faygo等，产品覆盖美国多地消费市场。
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。
FIZZ vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.1倍
$288.3M
营收增速更快
RVLV
高出11.4%
-1.0%
净利率更高
FIZZ
高出10.4%
5.7%
自由现金流更多
FIZZ
多$33.2M
$-13.3M
两年增速更快
RVLV
近两年复合增速
3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $288.3M | $324.4M |
| 净利润 | $46.4M | $18.6M |
| 毛利率 | 37.9% | 53.3% |
| 营业利润率 | 20.1% | 6.3% |
| 净利率 | 16.1% | 5.7% |
| 营收同比 | -1.0% | 10.4% |
| 净利润同比 | 1.6% | 50.4% |
| 每股收益（稀释后） | $0.49 | $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FIZZRVLV
| Q4 25 | $288.3M | $324.4M | ||
| Q3 25 | $330.5M | $295.6M | ||
| Q2 25 | $313.6M | $309.0M | ||
| Q1 25 | $267.1M | $296.7M | ||
| Q4 24 | $291.2M | $293.7M | ||
| Q3 24 | $329.5M | $283.1M | ||
| Q2 24 | $297.3M | $282.5M | ||
| Q1 24 | $270.1M | $270.6M |
净利润FIZZRVLV
| Q4 25 | $46.4M | $18.6M | ||
| Q3 25 | $55.8M | $21.2M | ||
| Q2 25 | $44.8M | $10.2M | ||
| Q1 25 | $39.6M | $11.8M | ||
| Q4 24 | $45.6M | $12.3M | ||
| Q3 24 | $56.8M | $11.0M | ||
| Q2 24 | $43.7M | $15.4M | ||
| Q1 24 | $39.6M | $10.9M |
毛利率FIZZRVLV
| Q4 25 | 37.9% | 53.3% | ||
| Q3 25 | 38.0% | 54.6% | ||
| Q2 25 | 36.1% | 54.1% | ||
| Q1 25 | 37.1% | 52.0% | ||
| Q4 24 | 37.6% | 52.5% | ||
| Q3 24 | 37.2% | 51.2% | ||
| Q2 24 | 36.7% | 54.0% | ||
| Q1 24 | 35.9% | 52.3% |
营业利润率FIZZRVLV
| Q4 25 | 20.1% | 6.3% | ||
| Q3 25 | 21.4% | 7.1% | ||
| Q2 25 | 18.3% | 5.8% | ||
| Q1 25 | 18.9% | 5.0% | ||
| Q4 24 | 19.9% | 3.9% | ||
| Q3 24 | 21.1% | 5.0% | ||
| Q2 24 | 17.8% | 5.8% | ||
| Q1 24 | 17.8% | 3.4% |
净利率FIZZRVLV
| Q4 25 | 16.1% | 5.7% | ||
| Q3 25 | 16.9% | 7.2% | ||
| Q2 25 | 14.3% | 3.3% | ||
| Q1 25 | 14.8% | 4.0% | ||
| Q4 24 | 15.7% | 4.2% | ||
| Q3 24 | 17.2% | 3.9% | ||
| Q2 24 | 14.7% | 5.4% | ||
| Q1 24 | 14.7% | 4.0% |
每股收益（稀释后）FIZZRVLV
| Q4 25 | $0.49 | $0.27 | ||
| Q3 25 | $0.60 | $0.29 | ||
| Q2 25 | $0.47 | $0.14 | ||
| Q1 25 | $0.42 | $0.16 | ||
| Q4 24 | $0.49 | $0.18 | ||
| Q3 24 | $0.61 | $0.15 | ||
| Q2 24 | $-52.00 | $0.21 | ||
| Q1 24 | $0.42 | $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 | $269.3M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $551.3M | $512.5M |
| 总资产 | $749.0M | $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FIZZRVLV
| Q4 25 | $269.3M | $292.3M | ||
| Q3 25 | $249.8M | $315.4M | ||
| Q2 25 | $193.8M | $310.7M | ||
| Q1 25 | $149.2M | $300.8M | ||
| Q4 24 | $112.8M | $256.6M | ||
| Q3 24 | $77.0M | $252.8M | ||
| Q2 24 | $327.0M | $244.7M | ||
| Q1 24 | $277.0M | $273.4M |
股东权益FIZZRVLV
| Q4 25 | $551.3M | $512.5M | ||
| Q3 25 | $504.1M | $490.2M | ||
| Q2 25 | $444.0M | $468.6M | ||
| Q1 25 | $400.2M | $453.4M | ||
| Q4 24 | $360.1M | $437.8M | ||
| Q3 24 | $306.6M | $420.8M | ||
| Q2 24 | $559.5M | $405.8M | ||
| Q1 24 | $510.2M | $389.9M |
总资产FIZZRVLV
| Q4 25 | $749.0M | $765.0M | ||
| Q3 25 | $737.8M | $751.3M | ||
| Q2 25 | $672.9M | $722.9M | ||
| Q1 25 | $594.0M | $713.9M | ||
| Q4 24 | $557.4M | $665.5M | ||
| Q3 24 | $522.6M | $670.9M | ||
| Q2 24 | $770.2M | $657.8M | ||
| Q1 24 | $719.9M | $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 | $25.7M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $19.9M | $-13.3M |
| 自由现金流率自由现金流/营收 | 6.9% | -4.1% |
| 资本支出强度资本支出/营收 | 2.0% | 1.0% |
| 现金转化率经营现金流/净利润 | 0.55× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $156.8M | $48.0M |
8季度趋势，按日历期对齐
经营现金流FIZZRVLV
| Q4 25 | $25.7M | $-10.2M | ||
| Q3 25 | $59.1M | $11.8M | ||
| Q2 25 | $60.1M | $12.6M | ||
| Q1 25 | $46.5M | $45.1M | ||
| Q4 24 | $42.6M | $3.9M | ||
| Q3 24 | $57.5M | $9.1M | ||
| Q2 24 | $60.4M | $-24.7M | ||
| Q1 24 | $35.4M | $38.4M |
自由现金流FIZZRVLV
| Q4 25 | $19.9M | $-13.3M | ||
| Q3 25 | $56.0M | $7.5M | ||
| Q2 25 | $44.6M | $10.4M | ||
| Q1 25 | $36.3M | $43.4M | ||
| Q4 24 | $35.7M | $2.1M | ||
| Q3 24 | $53.8M | $8.0M | ||
| Q2 24 | $49.6M | $-25.7M | ||
| Q1 24 | $28.7M | $36.7M |
自由现金流率FIZZRVLV
| Q4 25 | 6.9% | -4.1% | ||
| Q3 25 | 16.9% | 2.5% | ||
| Q2 25 | 14.2% | 3.4% | ||
| Q1 25 | 13.6% | 14.6% | ||
| Q4 24 | 12.3% | 0.7% | ||
| Q3 24 | 16.3% | 2.8% | ||
| Q2 24 | 16.7% | -9.1% | ||
| Q1 24 | 10.6% | 13.5% |
资本支出强度FIZZRVLV
| Q4 25 | 2.0% | 1.0% | ||
| Q3 25 | 0.9% | 1.5% | ||
| Q2 25 | 4.9% | 0.7% | ||
| Q1 25 | 3.8% | 0.6% | ||
| Q4 24 | 2.4% | 0.6% | ||
| Q3 24 | 1.1% | 0.4% | ||
| Q2 24 | 3.6% | 0.4% | ||
| Q1 24 | 2.5% | 0.6% |
现金转化率FIZZRVLV
| Q4 25 | 0.55× | -0.55× | ||
| Q3 25 | 1.06× | 0.56× | ||
| Q2 25 | 1.34× | 1.24× | ||
| Q1 25 | 1.17× | 3.82× | ||
| Q4 24 | 0.93× | 0.32× | ||
| Q3 24 | 1.01× | 0.83× | ||
| Q2 24 | 1.38× | -1.60× | ||
| Q1 24 | 0.89× | 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
FIZZ
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% |
