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Fastly, Inc.（FSLY）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Fastly, Inc.的1.9倍（$324.4M vs $172.6M），Revolve Group, Inc.净利率更高（5.7% vs -9.0%，领先14.7%），Fastly, Inc.同比增速更快（22.8% vs 10.4%），Fastly, Inc.自由现金流更多（$12.2M vs $-13.3M），过去两年Fastly, Inc.的营收复合增速更高（13.7% vs 9.5%）
Fastly是总部位于美国旧金山的云计算服务商，主营内容分发网络（CDN）、图片优化、负载均衡服务，同时提供DDoS攻击防护、机器人流量治理、Web应用防火墙等云安全解决方案，助力企业提升网络访问效率与安全防护能力。
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。
FSLY vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.9倍
$172.6M
营收增速更快
FSLY
高出12.4%
10.4%
净利率更高
RVLV
高出14.7%
-9.0%
自由现金流更多
FSLY
多$25.5M
$-13.3M
两年增速更快
FSLY
近两年复合增速
9.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $172.6M | $324.4M |
| 净利润 | $-15.5M | $18.6M |
| 毛利率 | 61.4% | 53.3% |
| 营业利润率 | -8.7% | 6.3% |
| 净利率 | -9.0% | 5.7% |
| 营收同比 | 22.8% | 10.4% |
| 净利润同比 | 52.9% | 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FSLYRVLV
| Q4 25 | $172.6M | $324.4M | ||
| Q3 25 | $158.2M | $295.6M | ||
| Q2 25 | $148.7M | $309.0M | ||
| Q1 25 | $144.5M | $296.7M | ||
| Q4 24 | $140.6M | $293.7M | ||
| Q3 24 | $137.2M | $283.1M | ||
| Q2 24 | $132.4M | $282.5M | ||
| Q1 24 | $133.5M | $270.6M |
净利润FSLYRVLV
| Q4 25 | $-15.5M | $18.6M | ||
| Q3 25 | $-29.5M | $21.2M | ||
| Q2 25 | $-37.5M | $10.2M | ||
| Q1 25 | $-39.1M | $11.8M | ||
| Q4 24 | $-32.9M | $12.3M | ||
| Q3 24 | $-38.0M | $11.0M | ||
| Q2 24 | $-43.7M | $15.4M | ||
| Q1 24 | $-43.4M | $10.9M |
毛利率FSLYRVLV
| Q4 25 | 61.4% | 53.3% | ||
| Q3 25 | 58.4% | 54.6% | ||
| Q2 25 | 54.5% | 54.1% | ||
| Q1 25 | 53.2% | 52.0% | ||
| Q4 24 | 53.4% | 52.5% | ||
| Q3 24 | 54.5% | 51.2% | ||
| Q2 24 | 55.1% | 54.0% | ||
| Q1 24 | 54.8% | 52.3% |
营业利润率FSLYRVLV
| Q4 25 | -8.7% | 6.3% | ||
| Q3 25 | -18.2% | 7.1% | ||
| Q2 25 | -24.8% | 5.8% | ||
| Q1 25 | -26.4% | 5.0% | ||
| Q4 24 | -24.4% | 3.9% | ||
| Q3 24 | -29.6% | 5.0% | ||
| Q2 24 | -35.3% | 5.8% | ||
| Q1 24 | -34.6% | 3.4% |
净利率FSLYRVLV
| Q4 25 | -9.0% | 5.7% | ||
| Q3 25 | -18.6% | 7.2% | ||
| Q2 25 | -25.2% | 3.3% | ||
| Q1 25 | -27.1% | 4.0% | ||
| Q4 24 | -23.4% | 4.2% | ||
| Q3 24 | -27.7% | 3.9% | ||
| Q2 24 | -33.0% | 5.4% | ||
| Q1 24 | -32.5% | 4.0% |
每股收益（稀释后）FSLYRVLV
| Q4 25 | $-0.10 | $0.27 | ||
| Q3 25 | $-0.20 | $0.29 | ||
| Q2 25 | $-0.26 | $0.14 | ||
| Q1 25 | $-0.27 | $0.16 | ||
| Q4 24 | $-0.23 | $0.18 | ||
| Q3 24 | $-0.27 | $0.15 | ||
| Q2 24 | $-0.32 | $0.21 | ||
| Q1 24 | $-0.32 | $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 | $361.8M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $929.6M | $512.5M |
| 总资产 | $1.5B | $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FSLYRVLV
| Q4 25 | $361.8M | $292.3M | ||
| Q3 25 | $342.9M | $315.4M | ||
| Q2 25 | $321.2M | $310.7M | ||
| Q1 25 | $307.3M | $300.8M | ||
| Q4 24 | $295.9M | $256.6M | ||
| Q3 24 | $308.2M | $252.8M | ||
| Q2 24 | $311.8M | $244.7M | ||
| Q1 24 | $329.5M | $273.4M |
股东权益FSLYRVLV
| Q4 25 | $929.6M | $512.5M | ||
| Q3 25 | $937.0M | $490.2M | ||
| Q2 25 | $942.6M | $468.6M | ||
| Q1 25 | $957.0M | $453.4M | ||
| Q4 24 | $965.3M | $437.8M | ||
| Q3 24 | $969.5M | $420.8M | ||
| Q2 24 | $981.2M | $405.8M | ||
| Q1 24 | $991.8M | $389.9M |
总资产FSLYRVLV
| Q4 25 | $1.5B | $765.0M | ||
| Q3 25 | $1.5B | $751.3M | ||
| Q2 25 | $1.5B | $722.9M | ||
| Q1 25 | $1.4B | $713.9M | ||
| Q4 24 | $1.5B | $665.5M | ||
| Q3 24 | $1.5B | $670.9M | ||
| Q2 24 | $1.5B | $657.8M | ||
| Q1 24 | $1.5B | $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 | $22.4M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $12.2M | $-13.3M |
| 自由现金流率自由现金流/营收 | 7.1% | -4.1% |
| 资本支出强度资本支出/营收 | 5.9% | 1.0% |
| 现金转化率经营现金流/净利润 | — | -0.55× |
| 过去12个月自由现金流最近4个季度 | $65.8M | $48.0M |
8季度趋势，按日历期对齐
经营现金流FSLYRVLV
| Q4 25 | $22.4M | $-10.2M | ||
| Q3 25 | $28.9M | $11.8M | ||
| Q2 25 | $25.8M | $12.6M | ||
| Q1 25 | $17.3M | $45.1M | ||
| Q4 24 | $5.2M | $3.9M | ||
| Q3 24 | $5.0M | $9.1M | ||
| Q2 24 | $-4.9M | $-24.7M | ||
| Q1 24 | $11.1M | $38.4M |
自由现金流FSLYRVLV
| Q4 25 | $12.2M | $-13.3M | ||
| Q3 25 | $22.9M | $7.5M | ||
| Q2 25 | $15.9M | $10.4M | ||
| Q1 25 | $14.7M | $43.4M | ||
| Q4 24 | $251.0K | $2.1M | ||
| Q3 24 | $3.0M | $8.0M | ||
| Q2 24 | $-6.7M | $-25.7M | ||
| Q1 24 | $9.5M | $36.7M |
自由现金流率FSLYRVLV
| Q4 25 | 7.1% | -4.1% | ||
| Q3 25 | 14.5% | 2.5% | ||
| Q2 25 | 10.7% | 3.4% | ||
| Q1 25 | 10.2% | 14.6% | ||
| Q4 24 | 0.2% | 0.7% | ||
| Q3 24 | 2.2% | 2.8% | ||
| Q2 24 | -5.1% | -9.1% | ||
| Q1 24 | 7.1% | 13.5% |
资本支出强度FSLYRVLV
| Q4 25 | 5.9% | 1.0% | ||
| Q3 25 | 3.8% | 1.5% | ||
| Q2 25 | 6.6% | 0.7% | ||
| Q1 25 | 1.8% | 0.6% | ||
| Q4 24 | 3.5% | 0.6% | ||
| Q3 24 | 1.5% | 0.4% | ||
| Q2 24 | 1.3% | 0.4% | ||
| Q1 24 | 1.2% | 0.6% |
现金转化率FSLYRVLV
| Q4 25 | — | -0.55× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | -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
FSLY
| Network Services | $130.8M | 76% |
| Security | $35.4M | 21% |
| Other | $6.4M | 4% |
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% |
