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FORMFACTOR INC(FORM)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FORMFACTOR INC的1.4倍($324.4M vs $226.1M),FORMFACTOR INC净利率更高(9.0% vs 5.7%,领先3.3%),FORMFACTOR INC同比增速更快(32.0% vs 10.4%),FORMFACTOR INC自由现金流更多($30.7M vs $-13.3M),过去两年Revolve Group, Inc.的营收复合增速更高(9.5% vs 7.0%)
FormFactor Inc.总部位于美国加利福尼亚州利弗莫尔,是集成电路测试测量技术领域的知名供应商,面向半导体行业客户提供各类专业产品,助力客户优化器件性能,提升芯片研发与生产环节的测试效率。
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。
FORM vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.4倍
$226.1M
营收增速更快
FORM
高出21.5%
10.4%
净利率更高
FORM
高出3.3%
5.7%
自由现金流更多
FORM
多$44.0M
$-13.3M
两年增速更快
RVLV
近两年复合增速
7.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $226.1M | $324.4M |
| 净利润 | $20.4M | $18.6M |
| 毛利率 | 38.4% | 53.3% |
| 营业利润率 | 7.4% | 6.3% |
| 净利率 | 9.0% | 5.7% |
| 营收同比 | 32.0% | 10.4% |
| 净利润同比 | 218.5% | 50.4% |
| 每股收益(稀释后) | $0.26 | $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
FORM
RVLV
| Q1 26 | $226.1M | — | ||
| Q4 25 | $215.2M | $324.4M | ||
| Q3 25 | $202.7M | $295.6M | ||
| Q2 25 | $195.8M | $309.0M | ||
| Q1 25 | $171.4M | $296.7M | ||
| Q4 24 | $189.5M | $293.7M | ||
| Q3 24 | $207.9M | $283.1M | ||
| Q2 24 | $197.5M | $282.5M |
净利润
FORM
RVLV
| Q1 26 | $20.4M | — | ||
| Q4 25 | $23.2M | $18.6M | ||
| Q3 25 | $15.7M | $21.2M | ||
| Q2 25 | $9.1M | $10.2M | ||
| Q1 25 | $6.4M | $11.8M | ||
| Q4 24 | $9.7M | $12.3M | ||
| Q3 24 | $18.7M | $11.0M | ||
| Q2 24 | $19.4M | $15.4M |
毛利率
FORM
RVLV
| Q1 26 | 38.4% | — | ||
| Q4 25 | 42.2% | 53.3% | ||
| Q3 25 | 39.8% | 54.6% | ||
| Q2 25 | 37.3% | 54.1% | ||
| Q1 25 | 37.7% | 52.0% | ||
| Q4 24 | 38.8% | 52.5% | ||
| Q3 24 | 40.7% | 51.2% | ||
| Q2 24 | 44.0% | 54.0% |
营业利润率
FORM
RVLV
| Q1 26 | 7.4% | — | ||
| Q4 25 | 10.9% | 6.3% | ||
| Q3 25 | 8.9% | 7.1% | ||
| Q2 25 | 6.3% | 5.8% | ||
| Q1 25 | 1.9% | 5.0% | ||
| Q4 24 | 4.1% | 3.9% | ||
| Q3 24 | 8.6% | 5.0% | ||
| Q2 24 | 9.0% | 5.8% |
净利率
FORM
RVLV
| Q1 26 | 9.0% | — | ||
| Q4 25 | 10.8% | 5.7% | ||
| Q3 25 | 7.7% | 7.2% | ||
| Q2 25 | 4.6% | 3.3% | ||
| Q1 25 | 3.7% | 4.0% | ||
| Q4 24 | 5.1% | 4.2% | ||
| Q3 24 | 9.0% | 3.9% | ||
| Q2 24 | 9.8% | 5.4% |
每股收益(稀释后)
FORM
RVLV
| Q1 26 | $0.26 | — | ||
| Q4 25 | $0.29 | $0.27 | ||
| Q3 25 | $0.20 | $0.29 | ||
| Q2 25 | $0.12 | $0.14 | ||
| Q1 25 | $0.08 | $0.16 | ||
| Q4 24 | $0.12 | $0.18 | ||
| Q3 24 | $0.24 | $0.15 | ||
| Q2 24 | $0.25 | $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 | $123.5M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $512.5M |
| 总资产 | $1.3B | $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
FORM
RVLV
| Q1 26 | $123.5M | — | ||
| Q4 25 | $103.3M | $292.3M | ||
| Q3 25 | $266.0M | $315.4M | ||
| Q2 25 | $249.3M | $310.7M | ||
| Q1 25 | $299.0M | $300.8M | ||
| Q4 24 | $360.0M | $256.6M | ||
| Q3 24 | $354.5M | $252.8M | ||
| Q2 24 | $357.6M | $244.7M |
总债务
FORM
RVLV
| Q1 26 | — | — | ||
| Q4 25 | $12.2M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $13.3M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
FORM
RVLV
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.0B | $512.5M | ||
| Q3 25 | $1.0B | $490.2M | ||
| Q2 25 | $990.0M | $468.6M | ||
| Q1 25 | $965.9M | $453.4M | ||
| Q4 24 | $947.8M | $437.8M | ||
| Q3 24 | $955.0M | $420.8M | ||
| Q2 24 | $947.9M | $405.8M |
总资产
FORM
RVLV
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.2B | $765.0M | ||
| Q3 25 | $1.2B | $751.3M | ||
| Q2 25 | $1.2B | $722.9M | ||
| Q1 25 | $1.2B | $713.9M | ||
| Q4 24 | $1.1B | $665.5M | ||
| Q3 24 | $1.2B | $670.9M | ||
| Q2 24 | $1.2B | $657.8M |
负债/权益比
FORM
RVLV
| Q1 26 | — | — | ||
| Q4 25 | 0.01× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.01× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $45.0M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $30.7M | $-13.3M |
| 自由现金流率自由现金流/营收 | 13.6% | -4.1% |
| 资本支出强度资本支出/营收 | 6.7% | 1.0% |
| 现金转化率经营现金流/净利润 | 2.21× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $37.5M | $48.0M |
8季度趋势,按日历期对齐
经营现金流
FORM
RVLV
| Q1 26 | $45.0M | — | ||
| Q4 25 | $46.0M | $-10.2M | ||
| Q3 25 | $27.0M | $11.8M | ||
| Q2 25 | $18.9M | $12.6M | ||
| Q1 25 | $23.5M | $45.1M | ||
| Q4 24 | $35.9M | $3.9M | ||
| Q3 24 | $26.7M | $9.1M | ||
| Q2 24 | $21.9M | $-24.7M |
自由现金流
FORM
RVLV
| Q1 26 | $30.7M | — | ||
| Q4 25 | $34.7M | $-13.3M | ||
| Q3 25 | $19.5M | $7.5M | ||
| Q2 25 | $-47.4M | $10.4M | ||
| Q1 25 | $5.0M | $43.4M | ||
| Q4 24 | $28.3M | $2.1M | ||
| Q3 24 | $17.8M | $8.0M | ||
| Q2 24 | $13.5M | $-25.7M |
自由现金流率
FORM
RVLV
| Q1 26 | 13.6% | — | ||
| Q4 25 | 16.1% | -4.1% | ||
| Q3 25 | 9.6% | 2.5% | ||
| Q2 25 | -24.2% | 3.4% | ||
| Q1 25 | 2.9% | 14.6% | ||
| Q4 24 | 14.9% | 0.7% | ||
| Q3 24 | 8.6% | 2.8% | ||
| Q2 24 | 6.8% | -9.1% |
资本支出强度
FORM
RVLV
| Q1 26 | 6.7% | — | ||
| Q4 25 | 5.3% | 1.0% | ||
| Q3 25 | 3.7% | 1.5% | ||
| Q2 25 | 33.8% | 0.7% | ||
| Q1 25 | 10.8% | 0.6% | ||
| Q4 24 | 4.0% | 0.6% | ||
| Q3 24 | 4.3% | 0.4% | ||
| Q2 24 | 4.3% | 0.4% |
现金转化率
FORM
RVLV
| Q1 26 | 2.21× | — | ||
| Q4 25 | 1.98× | -0.55× | ||
| Q3 25 | 1.72× | 0.56× | ||
| Q2 25 | 2.08× | 1.24× | ||
| Q1 25 | 3.68× | 3.82× | ||
| Q4 24 | 3.70× | 0.32× | ||
| Q3 24 | 1.43× | 0.83× | ||
| Q2 24 | 1.13× | -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
FORM
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% |