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HAEMONETICS CORP（HAE）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
HAEMONETICS CORP的季度营收约是Revolve Group, Inc.的1.0倍（$339.0M vs $324.4M），HAEMONETICS CORP净利率更高（13.2% vs 5.7%，领先7.5%），Revolve Group, Inc.同比增速更快（10.4% vs -2.7%），HAEMONETICS CORP自由现金流更多（$87.2M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs 0.4%）
豪洛捷（Haemonetics）是全球血液与血浆供应及服务提供商，于20世纪70年代由艾伦·（杰克）·莱瑟姆博士在马萨诸塞州内蒂克创立，业务围绕血液相关产品及配套服务展开，为全球医疗领域提供血液管理相关的专业解决方案。
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。
HAE vs RVLV — 直观对比
营收规模更大
HAE
是对方的1.0倍
$324.4M
营收增速更快
RVLV
高出13.2%
-2.7%
净利率更高
HAE
高出7.5%
5.7%
自由现金流更多
HAE
多$100.5M
$-13.3M
两年增速更快
RVLV
近两年复合增速
0.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $339.0M | $324.4M |
| 净利润 | $44.7M | $18.6M |
| 毛利率 | 59.7% | 53.3% |
| 营业利润率 | 19.9% | 6.3% |
| 净利率 | 13.2% | 5.7% |
| 营收同比 | -2.7% | 10.4% |
| 净利润同比 | 19.3% | 50.4% |
| 每股收益（稀释后） | $0.95 | $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HAERVLV
| Q4 25 | $339.0M | $324.4M | ||
| Q3 25 | $327.3M | $295.6M | ||
| Q2 25 | $321.4M | $309.0M | ||
| Q1 25 | $330.6M | $296.7M | ||
| Q4 24 | $348.5M | $293.7M | ||
| Q3 24 | $345.5M | $283.1M | ||
| Q2 24 | $336.2M | $282.5M | ||
| Q1 24 | — | $270.6M |
净利润HAERVLV
| Q4 25 | $44.7M | $18.6M | ||
| Q3 25 | $38.7M | $21.2M | ||
| Q2 25 | $34.0M | $10.2M | ||
| Q1 25 | $58.0M | $11.8M | ||
| Q4 24 | $37.5M | $12.3M | ||
| Q3 24 | $33.8M | $11.0M | ||
| Q2 24 | $38.4M | $15.4M | ||
| Q1 24 | — | $10.9M |
毛利率HAERVLV
| Q4 25 | 59.7% | 53.3% | ||
| Q3 25 | 59.5% | 54.6% | ||
| Q2 25 | 59.8% | 54.1% | ||
| Q1 25 | 58.4% | 52.0% | ||
| Q4 24 | 55.5% | 52.5% | ||
| Q3 24 | 54.2% | 51.2% | ||
| Q2 24 | 52.0% | 54.0% | ||
| Q1 24 | — | 52.3% |
营业利润率HAERVLV
| Q4 25 | 19.9% | 6.3% | ||
| Q3 25 | 17.9% | 7.1% | ||
| Q2 25 | 16.8% | 5.8% | ||
| Q1 25 | 21.6% | 5.0% | ||
| Q4 24 | 16.9% | 3.9% | ||
| Q3 24 | 15.0% | 5.0% | ||
| Q2 24 | 11.8% | 5.8% | ||
| Q1 24 | — | 3.4% |
净利率HAERVLV
| Q4 25 | 13.2% | 5.7% | ||
| Q3 25 | 11.8% | 7.2% | ||
| Q2 25 | 10.6% | 3.3% | ||
| Q1 25 | 17.5% | 4.0% | ||
| Q4 24 | 10.8% | 4.2% | ||
| Q3 24 | 9.8% | 3.9% | ||
| Q2 24 | 11.4% | 5.4% | ||
| Q1 24 | — | 4.0% |
每股收益（稀释后）HAERVLV
| Q4 25 | $0.95 | $0.27 | ||
| Q3 25 | $0.81 | $0.29 | ||
| Q2 25 | $0.70 | $0.14 | ||
| Q1 25 | $1.17 | $0.16 | ||
| Q4 24 | $0.74 | $0.18 | ||
| Q3 24 | $0.66 | $0.15 | ||
| Q2 24 | $0.74 | $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 | $363.4M | $292.3M |
| 总债务越低越好 | $1.2B | — |
| 股东权益账面价值 | $911.5M | $512.5M |
| 总资产 | $2.5B | $765.0M |
| 负债/权益比越低杠杆越低 | 1.34× | — |
8季度趋势，按日历期对齐
现金及短期投资HAERVLV
| Q4 25 | $363.4M | $292.3M | ||
| Q3 25 | $296.4M | $315.4M | ||
| Q2 25 | $292.9M | $310.7M | ||
| Q1 25 | $306.8M | $300.8M | ||
| Q4 24 | $320.8M | $256.6M | ||
| Q3 24 | $299.3M | $252.8M | ||
| Q2 24 | $344.4M | $244.7M | ||
| Q1 24 | — | $273.4M |
总债务HAERVLV
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益HAERVLV
| Q4 25 | $911.5M | $512.5M | ||
| Q3 25 | $849.2M | $490.2M | ||
| Q2 25 | $882.3M | $468.6M | ||
| Q1 25 | $820.8M | $453.4M | ||
| Q4 24 | $906.9M | $437.8M | ||
| Q3 24 | $878.9M | $420.8M | ||
| Q2 24 | $905.4M | $405.8M | ||
| Q1 24 | — | $389.9M |
总资产HAERVLV
| Q4 25 | $2.5B | $765.0M | ||
| Q3 25 | $2.4B | $751.3M | ||
| Q2 25 | $2.5B | $722.9M | ||
| Q1 25 | $2.5B | $713.9M | ||
| Q4 24 | $2.5B | $665.5M | ||
| Q3 24 | $2.5B | $670.9M | ||
| Q2 24 | $2.5B | $657.8M | ||
| Q1 24 | — | $650.0M |
负债/权益比HAERVLV
| Q4 25 | 1.34× | — | ||
| Q3 25 | 1.44× | — | ||
| Q2 25 | 1.39× | — | ||
| Q1 25 | 1.49× | — | ||
| Q4 24 | — | — | ||
| 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 | $93.6M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $87.2M | $-13.3M |
| 自由现金流率自由现金流/营收 | 25.7% | -4.1% |
| 资本支出强度资本支出/营收 | 1.9% | 1.0% |
| 现金转化率经营现金流/净利润 | 2.09× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $308.1M | $48.0M |
8季度趋势，按日历期对齐
经营现金流HAERVLV
| Q4 25 | $93.6M | $-10.2M | ||
| Q3 25 | $111.3M | $11.8M | ||
| Q2 25 | $17.4M | $12.6M | ||
| Q1 25 | $116.6M | $45.1M | ||
| Q4 24 | $43.8M | $3.9M | ||
| Q3 24 | $48.8M | $9.1M | ||
| Q2 24 | $-27.4M | $-24.7M | ||
| Q1 24 | — | $38.4M |
自由现金流HAERVLV
| Q4 25 | $87.2M | $-13.3M | ||
| Q3 25 | $106.3M | $7.5M | ||
| Q2 25 | $13.6M | $10.4M | ||
| Q1 25 | $100.9M | $43.4M | ||
| Q4 24 | $35.2M | $2.1M | ||
| Q3 24 | $39.4M | $8.0M | ||
| Q2 24 | $-33.1M | $-25.7M | ||
| Q1 24 | — | $36.7M |
自由现金流率HAERVLV
| Q4 25 | 25.7% | -4.1% | ||
| Q3 25 | 32.5% | 2.5% | ||
| Q2 25 | 4.2% | 3.4% | ||
| Q1 25 | 30.5% | 14.6% | ||
| Q4 24 | 10.1% | 0.7% | ||
| Q3 24 | 11.4% | 2.8% | ||
| Q2 24 | -9.8% | -9.1% | ||
| Q1 24 | — | 13.5% |
资本支出强度HAERVLV
| Q4 25 | 1.9% | 1.0% | ||
| Q3 25 | 1.5% | 1.5% | ||
| Q2 25 | 1.2% | 0.7% | ||
| Q1 25 | 4.7% | 0.6% | ||
| Q4 24 | 2.5% | 0.6% | ||
| Q3 24 | 2.7% | 0.4% | ||
| Q2 24 | 1.7% | 0.4% | ||
| Q1 24 | — | 0.6% |
现金转化率HAERVLV
| Q4 25 | 2.09× | -0.55× | ||
| Q3 25 | 2.88× | 0.56× | ||
| Q2 25 | 0.51× | 1.24× | ||
| Q1 25 | 2.01× | 3.82× | ||
| Q4 24 | 1.17× | 0.32× | ||
| Q3 24 | 1.44× | 0.83× | ||
| Q2 24 | -0.71× | -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
HAE
| Hospital | $143.5M | 42% |
| Plasma Productsand Services | $138.9M | 41% |
| Blood Center Productsand Services | $56.6M | 17% |
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% |
