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Acushnet Holdings Corp.（GOLF）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
Acushnet Holdings Corp.的季度营收约是Revolve Group, Inc.的1.5倍（$477.2M vs $324.4M），Revolve Group, Inc.净利率更高（5.7% vs -7.3%，领先13.0%），Revolve Group, Inc.同比增速更快（10.4% vs 7.2%），Revolve Group, Inc.自由现金流更多（$-13.3M vs $-23.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs -17.9%）
Acushnet Holdings Corp.是一家专注于高尔夫赛道的美国企业，旗下运营多个知名品牌，产品品类覆盖高尔夫专业器材、运动服饰及相关配件，为全球高尔夫运动爱好者提供多元化的相关产品选择。
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。
GOLF vs RVLV — 直观对比
营收规模更大
GOLF
是对方的1.5倍
$324.4M
营收增速更快
RVLV
高出3.2%
7.2%
净利率更高
RVLV
高出13.0%
-7.3%
自由现金流更多
RVLV
多$10.0M
$-23.3M
两年增速更快
RVLV
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $477.2M | $324.4M |
| 净利润 | $-34.9M | $18.6M |
| 毛利率 | 44.1% | 53.3% |
| 营业利润率 | -3.8% | 6.3% |
| 净利率 | -7.3% | 5.7% |
| 营收同比 | 7.2% | 10.4% |
| 净利润同比 | -3027.3% | 50.4% |
| 每股收益（稀释后） | $-0.57 | $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GOLFRVLV
| Q4 25 | $477.2M | $324.4M | ||
| Q3 25 | $657.7M | $295.6M | ||
| Q2 25 | $720.5M | $309.0M | ||
| Q1 25 | $703.4M | $296.7M | ||
| Q4 24 | $445.2M | $293.7M | ||
| Q3 24 | $620.5M | $283.1M | ||
| Q2 24 | $683.9M | $282.5M | ||
| Q1 24 | $707.6M | $270.6M |
净利润GOLFRVLV
| Q4 25 | $-34.9M | $18.6M | ||
| Q3 25 | $48.5M | $21.2M | ||
| Q2 25 | $75.6M | $10.2M | ||
| Q1 25 | $99.4M | $11.8M | ||
| Q4 24 | $-1.1M | $12.3M | ||
| Q3 24 | $56.2M | $11.0M | ||
| Q2 24 | $71.4M | $15.4M | ||
| Q1 24 | $87.8M | $10.9M |
毛利率GOLFRVLV
| Q4 25 | 44.1% | 53.3% | ||
| Q3 25 | 48.5% | 54.6% | ||
| Q2 25 | 49.2% | 54.1% | ||
| Q1 25 | 47.9% | 52.0% | ||
| Q4 24 | 22.6% | 52.5% | ||
| Q3 24 | 54.4% | 51.2% | ||
| Q2 24 | 54.4% | 54.0% | ||
| Q1 24 | 53.4% | 52.3% |
营业利润率GOLFRVLV
| Q4 25 | -3.8% | 6.3% | ||
| Q3 25 | 14.1% | 7.1% | ||
| Q2 25 | 15.2% | 5.8% | ||
| Q1 25 | 16.3% | 5.0% | ||
| Q4 24 | -1.2% | 3.9% | ||
| Q3 24 | 13.2% | 5.0% | ||
| Q2 24 | 15.5% | 5.8% | ||
| Q1 24 | 17.2% | 3.4% |
净利率GOLFRVLV
| Q4 25 | -7.3% | 5.7% | ||
| Q3 25 | 7.4% | 7.2% | ||
| Q2 25 | 10.5% | 3.3% | ||
| Q1 25 | 14.1% | 4.0% | ||
| Q4 24 | -0.3% | 4.2% | ||
| Q3 24 | 9.1% | 3.9% | ||
| Q2 24 | 10.4% | 5.4% | ||
| Q1 24 | 12.4% | 4.0% |
每股收益（稀释后）GOLFRVLV
| Q4 25 | $-0.57 | $0.27 | ||
| Q3 25 | $0.81 | $0.29 | ||
| Q2 25 | $1.25 | $0.14 | ||
| Q1 25 | $1.62 | $0.16 | ||
| Q4 24 | $0.02 | $0.18 | ||
| Q3 24 | $0.89 | $0.15 | ||
| Q2 24 | $1.11 | $0.21 | ||
| Q1 24 | $1.35 | $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 | — | $292.3M |
| 总债务越低越好 | $926.2M | — |
| 股东权益账面价值 | $783.6M | $512.5M |
| 总资产 | $2.3B | $765.0M |
| 负债/权益比越低杠杆越低 | 1.18× | — |
8季度趋势，按日历期对齐
现金及短期投资GOLFRVLV
| Q4 25 | — | $292.3M | ||
| Q3 25 | — | $315.4M | ||
| Q2 25 | — | $310.7M | ||
| Q1 25 | — | $300.8M | ||
| Q4 24 | — | $256.6M | ||
| Q3 24 | — | $252.8M | ||
| Q2 24 | — | $244.7M | ||
| Q1 24 | — | $273.4M |
总债务GOLFRVLV
| Q4 25 | $926.2M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $753.1M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益GOLFRVLV
| Q4 25 | $783.6M | $512.5M | ||
| Q3 25 | $852.3M | $490.2M | ||
| Q2 25 | $808.5M | $468.6M | ||
| Q1 25 | $780.3M | $453.4M | ||
| Q4 24 | $765.2M | $437.8M | ||
| Q3 24 | $863.9M | $420.8M | ||
| Q2 24 | $863.7M | $405.8M | ||
| Q1 24 | $883.7M | $389.9M |
总资产GOLFRVLV
| Q4 25 | $2.3B | $765.0M | ||
| Q3 25 | $2.4B | $751.3M | ||
| Q2 25 | $2.4B | $722.9M | ||
| Q1 25 | $2.4B | $713.9M | ||
| Q4 24 | $2.2B | $665.5M | ||
| Q3 24 | $2.3B | $670.9M | ||
| Q2 24 | $2.3B | $657.8M | ||
| Q1 24 | $2.4B | $650.0M |
负债/权益比GOLFRVLV
| Q4 25 | 1.18× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.98× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $-338.0K | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $-23.3M | $-13.3M |
| 自由现金流率自由现金流/营收 | -4.9% | -4.1% |
| 资本支出强度资本支出/营收 | 4.8% | 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 | $120.0M | $48.0M |
8季度趋势，按日历期对齐
经营现金流GOLFRVLV
| Q4 25 | $-338.0K | $-10.2M | ||
| Q3 25 | $163.1M | $11.8M | ||
| Q2 25 | $151.9M | $12.6M | ||
| Q1 25 | $-120.3M | $45.1M | ||
| Q4 24 | $-1.1M | $3.9M | ||
| Q3 24 | $144.1M | $9.1M | ||
| Q2 24 | $211.6M | $-24.7M | ||
| Q1 24 | $-109.5M | $38.4M |
自由现金流GOLFRVLV
| Q4 25 | $-23.3M | $-13.3M | ||
| Q3 25 | $136.9M | $7.5M | ||
| Q2 25 | $138.0M | $10.4M | ||
| Q1 25 | $-131.5M | $43.4M | ||
| Q4 24 | $-33.2M | $2.1M | ||
| Q3 24 | $123.7M | $8.0M | ||
| Q2 24 | $196.8M | $-25.7M | ||
| Q1 24 | $-116.8M | $36.7M |
自由现金流率GOLFRVLV
| Q4 25 | -4.9% | -4.1% | ||
| Q3 25 | 20.8% | 2.5% | ||
| Q2 25 | 19.2% | 3.4% | ||
| Q1 25 | -18.7% | 14.6% | ||
| Q4 24 | -7.5% | 0.7% | ||
| Q3 24 | 19.9% | 2.8% | ||
| Q2 24 | 28.8% | -9.1% | ||
| Q1 24 | -16.5% | 13.5% |
资本支出强度GOLFRVLV
| Q4 25 | 4.8% | 1.0% | ||
| Q3 25 | 4.0% | 1.5% | ||
| Q2 25 | 1.9% | 0.7% | ||
| Q1 25 | 1.6% | 0.6% | ||
| Q4 24 | 7.2% | 0.6% | ||
| Q3 24 | 3.3% | 0.4% | ||
| Q2 24 | 2.2% | 0.4% | ||
| Q1 24 | 1.0% | 0.6% |
现金转化率GOLFRVLV
| Q4 25 | — | -0.55× | ||
| Q3 25 | 3.36× | 0.56× | ||
| Q2 25 | 2.01× | 1.24× | ||
| Q1 25 | -1.21× | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | 2.56× | 0.83× | ||
| Q2 24 | 2.96× | -1.60× | ||
| Q1 24 | -1.25× | 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
GOLF
| Titleist Golf Equipment | $293.8M | 62% |
| Footjoy Golf Wear | $102.0M | 21% |
| Other | $45.3M | 9% |
| Golf Gear | $36.1M | 8% |
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% |
