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GREENLIGHT CAPITAL RE, LTD.（GLRE）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GREENLIGHT CAPITAL RE, LTD.的1.5倍（$324.4M vs $210.3M），GREENLIGHT CAPITAL RE, LTD.净利率更高（23.4% vs 5.7%，领先17.7%），GREENLIGHT CAPITAL RE, LTD.同比增速更快（48.3% vs 10.4%），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs 4.8%）
绿光资本再保险有限公司关联的绿光资本是1996年由大卫·艾因霍恩创立的美国对冲基金，主要投资北美公开交易的企业债务产品与股票，因2008年雷曼兄弟破产前做空其股票、2012年1月在英国因内幕交易被罚1100万美元而受到市场关注，艾因霍恩至今仍担任该基金管理人。
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。
GLRE vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.5倍
$210.3M
营收增速更快
GLRE
高出37.8%
10.4%
净利率更高
GLRE
高出17.7%
5.7%
两年增速更快
RVLV
近两年复合增速
4.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $210.3M | $324.4M |
| 净利润 | $49.3M | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | — | 6.3% |
| 净利率 | 23.4% | 5.7% |
| 营收同比 | 48.3% | 10.4% |
| 净利润同比 | 279.7% | 50.4% |
| 每股收益（稀释后） | $1.43 | $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GLRERVLV
| Q4 25 | $210.3M | $324.4M | ||
| Q3 25 | $146.1M | $295.6M | ||
| Q2 25 | $160.1M | $309.0M | ||
| Q1 25 | $213.3M | $296.7M | ||
| Q4 24 | $141.8M | $293.7M | ||
| Q3 24 | $188.0M | $283.1M | ||
| Q2 24 | $174.9M | $282.5M | ||
| Q1 24 | $191.3M | $270.6M |
净利润GLRERVLV
| Q4 25 | $49.3M | $18.6M | ||
| Q3 25 | $-4.4M | $21.2M | ||
| Q2 25 | $329.0K | $10.2M | ||
| Q1 25 | $29.6M | $11.8M | ||
| Q4 24 | $-27.4M | $12.3M | ||
| Q3 24 | $35.2M | $11.0M | ||
| Q2 24 | $8.0M | $15.4M | ||
| Q1 24 | $27.0M | $10.9M |
毛利率GLRERVLV
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% | ||
| Q1 24 | — | 52.3% |
营业利润率GLRERVLV
| Q4 25 | — | 6.3% | ||
| Q3 25 | — | 7.1% | ||
| Q2 25 | — | 5.8% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | — | 3.9% | ||
| Q3 24 | — | 5.0% | ||
| Q2 24 | — | 5.8% | ||
| Q1 24 | — | 3.4% |
净利率GLRERVLV
| Q4 25 | 23.4% | 5.7% | ||
| Q3 25 | -3.0% | 7.2% | ||
| Q2 25 | 0.2% | 3.3% | ||
| Q1 25 | 13.9% | 4.0% | ||
| Q4 24 | -19.3% | 4.2% | ||
| Q3 24 | 18.7% | 3.9% | ||
| Q2 24 | 4.6% | 5.4% | ||
| Q1 24 | 14.1% | 4.0% |
每股收益（稀释后）GLRERVLV
| Q4 25 | $1.43 | $0.27 | ||
| Q3 25 | $-0.13 | $0.29 | ||
| Q2 25 | $0.01 | $0.14 | ||
| Q1 25 | $0.86 | $0.16 | ||
| Q4 24 | $-0.78 | $0.18 | ||
| Q3 24 | $1.01 | $0.15 | ||
| Q2 24 | $0.23 | $0.21 | ||
| Q1 24 | $0.78 | $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 | $111.8M | $292.3M |
| 总债务越低越好 | $4.7M | — |
| 股东权益账面价值 | $708.0M | $512.5M |
| 总资产 | $2.2B | $765.0M |
| 负债/权益比越低杠杆越低 | 0.01× | — |
8季度趋势，按日历期对齐
现金及短期投资GLRERVLV
| Q4 25 | $111.8M | $292.3M | ||
| Q3 25 | $68.8M | $315.4M | ||
| Q2 25 | $82.4M | $310.7M | ||
| Q1 25 | $47.5M | $300.8M | ||
| Q4 24 | $64.7M | $256.6M | ||
| Q3 24 | $54.6M | $252.8M | ||
| Q2 24 | $52.2M | $244.7M | ||
| Q1 24 | $61.6M | $273.4M |
总债务GLRERVLV
| Q4 25 | $4.7M | — | ||
| Q3 25 | $34.7M | — | ||
| Q2 25 | $58.9M | — | ||
| Q1 25 | $59.8M | — | ||
| Q4 24 | $60.7M | — | ||
| Q3 24 | $62.6M | — | ||
| Q2 24 | $61.6M | — | ||
| Q1 24 | $72.5M | — |
股东权益GLRERVLV
| Q4 25 | $708.0M | $512.5M | ||
| Q3 25 | $658.9M | $490.2M | ||
| Q2 25 | $663.3M | $468.6M | ||
| Q1 25 | $666.8M | $453.4M | ||
| Q4 24 | $635.9M | $437.8M | ||
| Q3 24 | $663.4M | $420.8M | ||
| Q2 24 | $634.0M | $405.8M | ||
| Q1 24 | $624.5M | $389.9M |
总资产GLRERVLV
| Q4 25 | $2.2B | $765.0M | ||
| Q3 25 | $2.1B | $751.3M | ||
| Q2 25 | $2.2B | $722.9M | ||
| Q1 25 | $2.2B | $713.9M | ||
| Q4 24 | $2.0B | $665.5M | ||
| Q3 24 | $2.0B | $670.9M | ||
| Q2 24 | $1.9B | $657.8M | ||
| Q1 24 | $1.9B | $650.0M |
负债/权益比GLRERVLV
| Q4 25 | 0.01× | — | ||
| Q3 25 | 0.05× | — | ||
| Q2 25 | 0.09× | — | ||
| Q1 25 | 0.09× | — | ||
| Q4 24 | 0.10× | — | ||
| Q3 24 | 0.09× | — | ||
| Q2 24 | 0.10× | — | ||
| Q1 24 | 0.12× | — |
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 | $100.2M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-13.3M |
| 自由现金流率自由现金流/营收 | — | -4.1% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | 2.03× | -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GLRERVLV
| Q4 25 | $100.2M | $-10.2M | ||
| Q3 25 | $31.2M | $11.8M | ||
| Q2 25 | $68.4M | $12.6M | ||
| Q1 25 | $10.4M | $45.1M | ||
| Q4 24 | $29.5M | $3.9M | ||
| Q3 24 | $41.3M | $9.1M | ||
| Q2 24 | $22.7M | $-24.7M | ||
| Q1 24 | $18.0M | $38.4M |
自由现金流GLRERVLV
| Q4 25 | — | $-13.3M | ||
| Q3 25 | — | $7.5M | ||
| Q2 25 | — | $10.4M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | — | $8.0M | ||
| Q2 24 | — | $-25.7M | ||
| Q1 24 | — | $36.7M |
自由现金流率GLRERVLV
| Q4 25 | — | -4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | -9.1% | ||
| Q1 24 | — | 13.5% |
资本支出强度GLRERVLV
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.6% |
现金转化率GLRERVLV
| Q4 25 | 2.03× | -0.55× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | 208.02× | 1.24× | ||
| Q1 25 | 0.35× | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | 1.17× | 0.83× | ||
| Q2 24 | 2.85× | -1.60× | ||
| Q1 24 | 0.66× | 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
GLRE
| Other | $124.7M | 59% |
| Innovations | $85.6M | 41% |
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% |
