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第一太阳能(FSLR)与Revvity(RVTY)财务数据对比。点击上方公司名可切换其他公司
第一太阳能的季度营收约是Revvity的1.4倍($1.0B vs $772.1M),第一太阳能净利率更高(33.2% vs 12.7%,领先20.5%),第一太阳能同比增速更快(23.6% vs 5.9%),过去两年Revvity的营收复合增速更高(9.0% vs 1.7%)
第一太阳能是美国上市光伏面板制造商,1990年成立时名为Solar Cells, Inc.,1999年被True North Partners收购后改为现名。公司采用碲化镉(CdTe)半导体技术生产刚性薄膜光伏面板,旗下所有生产基地均提供退役面板回收服务。
Revvity是一家美国生命科学与诊断领域企业,主要服务制药、生物技术行业客户,重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案,其前身为业务布局多元的老牌企业珀金埃尔默。
FSLR vs RVTY — 直观对比
营收规模更大
FSLR
是对方的1.4倍
$772.1M
营收增速更快
FSLR
高出17.8%
5.9%
净利率更高
FSLR
高出20.5%
12.7%
两年增速更快
RVTY
近两年复合增速
1.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $772.1M |
| 净利润 | $346.6M | $98.4M |
| 毛利率 | 46.6% | — |
| 营业利润率 | 33.1% | 14.5% |
| 净利率 | 33.2% | 12.7% |
| 营收同比 | 23.6% | 5.9% |
| 净利润同比 | 65.4% | 3.9% |
| 每股收益(稀释后) | $3.22 | $0.86 |
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
FSLR
RVTY
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.7B | $772.1M | ||
| Q3 25 | $1.6B | $698.9M | ||
| Q2 25 | $1.1B | $720.3M | ||
| Q1 25 | $844.6M | $664.8M | ||
| Q4 24 | $1.5B | $729.4M | ||
| Q3 24 | $887.7M | $684.0M | ||
| Q2 24 | $1.0B | $691.7M |
净利润
FSLR
RVTY
| Q1 26 | $346.6M | — | ||
| Q4 25 | $520.9M | $98.4M | ||
| Q3 25 | $455.9M | $46.7M | ||
| Q2 25 | $341.9M | $53.9M | ||
| Q1 25 | $209.5M | $42.2M | ||
| Q4 24 | $393.1M | $94.6M | ||
| Q3 24 | $313.0M | $94.4M | ||
| Q2 24 | $349.4M | $55.4M |
毛利率
FSLR
RVTY
| Q1 26 | 46.6% | — | ||
| Q4 25 | 39.5% | — | ||
| Q3 25 | 38.3% | 53.6% | ||
| Q2 25 | 45.6% | 54.5% | ||
| Q1 25 | 40.8% | 56.5% | ||
| Q4 24 | 37.5% | — | ||
| Q3 24 | 50.2% | 56.3% | ||
| Q2 24 | 49.4% | 55.7% |
营业利润率
FSLR
RVTY
| Q1 26 | 33.1% | — | ||
| Q4 25 | 32.6% | 14.5% | ||
| Q3 25 | 29.2% | 11.7% | ||
| Q2 25 | 33.0% | 12.6% | ||
| Q1 25 | 26.2% | 10.9% | ||
| Q4 24 | 30.2% | 16.3% | ||
| Q3 24 | 36.3% | 14.3% | ||
| Q2 24 | 36.9% | 12.4% |
净利率
FSLR
RVTY
| Q1 26 | 33.2% | — | ||
| Q4 25 | 31.0% | 12.7% | ||
| Q3 25 | 28.6% | 6.7% | ||
| Q2 25 | 31.2% | 7.5% | ||
| Q1 25 | 24.8% | 6.4% | ||
| Q4 24 | 26.0% | 13.0% | ||
| Q3 24 | 35.3% | 13.8% | ||
| Q2 24 | 34.6% | 8.0% |
每股收益(稀释后)
FSLR
RVTY
| Q1 26 | $3.22 | — | ||
| Q4 25 | $4.84 | $0.86 | ||
| Q3 25 | $4.24 | $0.40 | ||
| Q2 25 | $3.18 | $0.46 | ||
| Q1 25 | $1.95 | $0.35 | ||
| Q4 24 | $3.66 | $0.77 | ||
| Q3 24 | $2.91 | $0.77 | ||
| Q2 24 | $3.25 | $0.45 |
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 | $2.4B | $919.9M |
| 总债务越低越好 | $425.8M | — |
| 股东权益账面价值 | $9.9B | $7.3B |
| 总资产 | $13.4B | $12.2B |
| 负债/权益比越低杠杆越低 | 0.04× | — |
8季度趋势,按日历期对齐
现金及短期投资
FSLR
RVTY
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.8B | $919.9M | ||
| Q3 25 | $2.0B | $931.4M | ||
| Q2 25 | $1.1B | $991.8M | ||
| Q1 25 | $837.6M | $1.1B | ||
| Q4 24 | $1.6B | $1.2B | ||
| Q3 24 | $1.0B | $1.2B | ||
| Q2 24 | $1.7B | $2.0B |
总债务
FSLR
RVTY
| Q1 26 | $425.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
FSLR
RVTY
| Q1 26 | $9.9B | — | ||
| Q4 25 | $9.5B | $7.3B | ||
| Q3 25 | $9.0B | $7.4B | ||
| Q2 25 | $8.5B | $7.6B | ||
| Q1 25 | $8.2B | $7.6B | ||
| Q4 24 | $8.0B | $7.7B | ||
| Q3 24 | $7.6B | $7.9B | ||
| Q2 24 | $7.3B | $7.9B |
总资产
FSLR
RVTY
| Q1 26 | $13.4B | — | ||
| Q4 25 | $13.3B | $12.2B | ||
| Q3 25 | $13.5B | $12.1B | ||
| Q2 25 | $12.9B | $12.4B | ||
| Q1 25 | $12.1B | $12.4B | ||
| Q4 24 | $12.1B | $12.4B | ||
| Q3 24 | $11.4B | $12.8B | ||
| Q2 24 | $11.0B | $13.4B |
负债/权益比
FSLR
RVTY
| Q1 26 | 0.04× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $-214.9M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | — | $161.8M |
| 自由现金流率自由现金流/营收 | — | 21.0% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | -0.62× | 1.85× |
| 过去12个月自由现金流最近4个季度 | — | $509.4M |
8季度趋势,按日历期对齐
经营现金流
FSLR
RVTY
| Q1 26 | $-214.9M | — | ||
| Q4 25 | $1.2B | $182.0M | ||
| Q3 25 | $1.3B | $138.5M | ||
| Q2 25 | $149.6M | $134.3M | ||
| Q1 25 | $-608.0M | $128.2M | ||
| Q4 24 | $811.0M | $174.2M | ||
| Q3 24 | $-53.7M | $147.9M | ||
| Q2 24 | $193.0M | $158.6M |
自由现金流
FSLR
RVTY
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $161.8M | ||
| Q3 25 | $1.1B | $120.0M | ||
| Q2 25 | $-138.6M | $115.5M | ||
| Q1 25 | $-813.9M | $112.2M | ||
| Q4 24 | $497.5M | $149.8M | ||
| Q3 24 | $-487.7M | $125.6M | ||
| Q2 24 | $-172.1M | $136.6M |
自由现金流率
FSLR
RVTY
| Q1 26 | — | — | ||
| Q4 25 | 63.6% | 21.0% | ||
| Q3 25 | 67.1% | 17.2% | ||
| Q2 25 | -12.6% | 16.0% | ||
| Q1 25 | -96.4% | 16.9% | ||
| Q4 24 | 32.9% | 20.5% | ||
| Q3 24 | -54.9% | 18.4% | ||
| Q2 24 | -17.0% | 19.7% |
资本支出强度
FSLR
RVTY
| Q1 26 | — | — | ||
| Q4 25 | 10.2% | 2.6% | ||
| Q3 25 | 12.8% | 2.6% | ||
| Q2 25 | 26.3% | 2.6% | ||
| Q1 25 | 24.4% | 2.4% | ||
| Q4 24 | 20.7% | 3.4% | ||
| Q3 24 | 48.9% | 3.3% | ||
| Q2 24 | 36.1% | 3.2% |
现金转化率
FSLR
RVTY
| Q1 26 | -0.62× | — | ||
| Q4 25 | 2.38× | 1.85× | ||
| Q3 25 | 2.79× | 2.97× | ||
| Q2 25 | 0.44× | 2.49× | ||
| Q1 25 | -2.90× | 3.03× | ||
| Q4 24 | 2.06× | 1.84× | ||
| Q3 24 | -0.17× | 1.57× | ||
| Q2 24 | 0.55× | 2.87× |
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
FSLR
暂无分部数据
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |