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FRIEDMAN INDUSTRIES INC（FRD）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FRIEDMAN INDUSTRIES INC的1.9倍（$324.4M vs $168.0M），Revolve Group, Inc.净利率更高（5.7% vs 1.8%，领先3.9%），FRIEDMAN INDUSTRIES INC同比增速更快（78.6% vs 10.4%），FRIEDMAN INDUSTRIES INC自由现金流更多（$-6.3M vs $-13.3M），过去两年FRIEDMAN INDUSTRIES INC的营收复合增速更高（13.3% vs 9.5%）
赫尔曼与弗里德曼（H&F）是一家美国私募股权公司，由沃伦·赫尔曼与塔利·弗里德曼于1984年创立，主要通过杠杆收购及成长资本开展投资业务，核心投资方向覆盖传媒、金融服务、专业服务与信息服务等多个领域。
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。
FRD vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.9倍
$168.0M
营收增速更快
FRD
高出68.1%
10.4%
净利率更高
RVLV
高出3.9%
1.8%
自由现金流更多
FRD
多$6.9M
$-13.3M
两年增速更快
FRD
近两年复合增速
9.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $168.0M | $324.4M |
| 净利润 | $3.0M | $18.6M |
| 毛利率 | 2.3% | 53.3% |
| 营业利润率 | 2.3% | 6.3% |
| 净利率 | 1.8% | 5.7% |
| 营收同比 | 78.6% | 10.4% |
| 净利润同比 | 364.1% | 50.4% |
| 每股收益（稀释后） | $0.43 | $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FRDRVLV
| Q4 25 | $168.0M | $324.4M | ||
| Q3 25 | $152.4M | $295.6M | ||
| Q2 25 | $134.8M | $309.0M | ||
| Q1 25 | — | $296.7M | ||
| Q4 24 | $94.1M | $293.7M | ||
| Q3 24 | $106.8M | $283.1M | ||
| Q2 24 | $114.6M | $282.5M | ||
| Q1 24 | — | $270.6M |
净利润FRDRVLV
| Q4 25 | $3.0M | $18.6M | ||
| Q3 25 | $2.2M | $21.2M | ||
| Q2 25 | $5.0M | $10.2M | ||
| Q1 25 | — | $11.8M | ||
| Q4 24 | $-1.2M | $12.3M | ||
| Q3 24 | $-675.0K | $11.0M | ||
| Q2 24 | $2.6M | $15.4M | ||
| Q1 24 | — | $10.9M |
毛利率FRDRVLV
| Q4 25 | 2.3% | 53.3% | ||
| Q3 25 | 1.9% | 54.6% | ||
| Q2 25 | 5.2% | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | -0.2% | 51.2% | ||
| Q2 24 | -1.2% | 54.0% | ||
| Q1 24 | — | 52.3% |
营业利润率FRDRVLV
| Q4 25 | 2.3% | 6.3% | ||
| Q3 25 | 1.9% | 7.1% | ||
| Q2 25 | 5.2% | 5.8% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | -1.3% | 3.9% | ||
| Q3 24 | -0.2% | 5.0% | ||
| Q2 24 | -1.2% | 5.8% | ||
| Q1 24 | — | 3.4% |
净利率FRDRVLV
| Q4 25 | 1.8% | 5.7% | ||
| Q3 25 | 1.5% | 7.2% | ||
| Q2 25 | 3.7% | 3.3% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | -1.2% | 4.2% | ||
| Q3 24 | -0.6% | 3.9% | ||
| Q2 24 | 2.2% | 5.4% | ||
| Q1 24 | — | 4.0% |
每股收益（稀释后）FRDRVLV
| Q4 25 | $0.43 | $0.27 | ||
| Q3 25 | $0.32 | $0.29 | ||
| Q2 25 | $0.71 | $0.14 | ||
| Q1 25 | — | $0.16 | ||
| Q4 24 | $-0.17 | $0.18 | ||
| Q3 24 | $-0.10 | $0.15 | ||
| Q2 24 | $0.37 | $0.21 | ||
| Q1 24 | — | $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 | $3.0M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $142.2M | $512.5M |
| 总资产 | $311.9M | $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FRDRVLV
| Q4 25 | $3.0M | $292.3M | ||
| Q3 25 | $4.6M | $315.4M | ||
| Q2 25 | $2.1M | $310.7M | ||
| Q1 25 | — | $300.8M | ||
| Q4 24 | $1.1M | $256.6M | ||
| Q3 24 | $2.5M | $252.8M | ||
| Q2 24 | $4.1M | $244.7M | ||
| Q1 24 | — | $273.4M |
股东权益FRDRVLV
| Q4 25 | $142.2M | $512.5M | ||
| Q3 25 | $139.3M | $490.2M | ||
| Q2 25 | $137.3M | $468.6M | ||
| Q1 25 | — | $453.4M | ||
| Q4 24 | $127.3M | $437.8M | ||
| Q3 24 | $128.8M | $420.8M | ||
| Q2 24 | $129.7M | $405.8M | ||
| Q1 24 | — | $389.9M |
总资产FRDRVLV
| Q4 25 | $311.9M | $765.0M | ||
| Q3 25 | $311.3M | $751.3M | ||
| Q2 25 | $219.1M | $722.9M | ||
| Q1 25 | — | $713.9M | ||
| Q4 24 | $210.3M | $665.5M | ||
| Q3 24 | $209.2M | $670.9M | ||
| Q2 24 | $222.8M | $657.8M | ||
| Q1 24 | — | $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 | $-4.7M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $-6.3M | $-13.3M |
| 自由现金流率自由现金流/营收 | -3.8% | -4.1% |
| 资本支出强度资本支出/营收 | 1.0% | 1.0% |
| 现金转化率经营现金流/净利润 | -1.56× | -0.55× |
| 过去12个月自由现金流最近4个季度 | — | $48.0M |
8季度趋势，按日历期对齐
经营现金流FRDRVLV
| Q4 25 | $-4.7M | $-10.2M | ||
| Q3 25 | $434.0K | $11.8M | ||
| Q2 25 | $15.5M | $12.6M | ||
| Q1 25 | — | $45.1M | ||
| Q4 24 | — | $3.9M | ||
| Q3 24 | — | $9.1M | ||
| Q2 24 | $-6.1M | $-24.7M | ||
| Q1 24 | — | $38.4M |
自由现金流FRDRVLV
| Q4 25 | $-6.3M | $-13.3M | ||
| Q3 25 | $-2.0M | $7.5M | ||
| Q2 25 | $13.7M | $10.4M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | — | $8.0M | ||
| Q2 24 | $-7.1M | $-25.7M | ||
| Q1 24 | — | $36.7M |
自由现金流率FRDRVLV
| Q4 25 | -3.8% | -4.1% | ||
| Q3 25 | -1.3% | 2.5% | ||
| Q2 25 | 10.2% | 3.4% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | -6.2% | -9.1% | ||
| Q1 24 | — | 13.5% |
资本支出强度FRDRVLV
| Q4 25 | 1.0% | 1.0% | ||
| Q3 25 | 1.6% | 1.5% | ||
| Q2 25 | 1.3% | 0.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | 0.9% | 0.4% | ||
| Q1 24 | — | 0.6% |
现金转化率FRDRVLV
| Q4 25 | -1.56× | -0.55× | ||
| Q3 25 | 0.19× | 0.56× | ||
| Q2 25 | 3.08× | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | -2.36× | -1.60× | ||
| Q1 24 | — | 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
FRD
| Prime Coil | $152.0M | 90% |
| Manufactured Pipe | $14.9M | 9% |
| Customer Owned | $1.1M | 1% |
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% |
