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Hayward Holdings, Inc.（HAYW）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Hayward Holdings, Inc.的1.3倍（$324.4M vs $255.2M），Hayward Holdings, Inc.净利率更高（9.2% vs 5.7%，领先3.4%），Hayward Holdings, Inc.同比增速更快（11.5% vs 10.4%），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs -5.3%）
海沃德控股前身为巴特利特-海沃德公司，是美国本土金属加工企业，总部位于马里兰州巴尔的摩，业务涵盖大型铸造、制造及工程建造板块。公司创立于19世纪30年代，1925年之前保持独立运营，1927年被科伯斯公司收购，之后长期作为其旗下事业部开展业务。
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。
HAYW vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.3倍
$255.2M
营收增速更快
HAYW
高出1.1%
10.4%
净利率更高
HAYW
高出3.4%
5.7%
两年增速更快
RVLV
近两年复合增速
-5.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $255.2M | $324.4M |
| 净利润 | $23.4M | $18.6M |
| 毛利率 | 46.5% | 53.3% |
| 营业利润率 | 16.6% | 6.3% |
| 净利率 | 9.2% | 5.7% |
| 营收同比 | 11.5% | 10.4% |
| 净利润同比 | 63.0% | 50.4% |
| 每股收益（稀释后） | $0.11 | $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HAYWRVLV
| Q1 26 | $255.2M | — | ||
| Q4 25 | $349.4M | $324.4M | ||
| Q3 25 | $244.3M | $295.6M | ||
| Q2 25 | $299.6M | $309.0M | ||
| Q1 25 | $228.8M | $296.7M | ||
| Q4 24 | $327.1M | $293.7M | ||
| Q3 24 | $227.6M | $283.1M | ||
| Q2 24 | $284.4M | $282.5M |
净利润HAYWRVLV
| Q1 26 | $23.4M | — | ||
| Q4 25 | $68.4M | $18.6M | ||
| Q3 25 | $24.0M | $21.2M | ||
| Q2 25 | $44.8M | $10.2M | ||
| Q1 25 | $14.3M | $11.8M | ||
| Q4 24 | $54.7M | $12.3M | ||
| Q3 24 | $16.5M | $11.0M | ||
| Q2 24 | $37.6M | $15.4M |
毛利率HAYWRVLV
| Q1 26 | 46.5% | — | ||
| Q4 25 | 40.7% | 53.3% | ||
| Q3 25 | 51.2% | 54.6% | ||
| Q2 25 | 52.7% | 54.1% | ||
| Q1 25 | 49.5% | 52.0% | ||
| Q4 24 | 51.4% | 52.5% | ||
| Q3 24 | 49.7% | 51.2% | ||
| Q2 24 | 51.0% | 54.0% |
营业利润率HAYWRVLV
| Q1 26 | 16.6% | — | ||
| Q4 25 | 25.0% | 6.3% | ||
| Q3 25 | 16.8% | 7.1% | ||
| Q2 25 | 23.8% | 5.8% | ||
| Q1 25 | 14.6% | 5.0% | ||
| Q4 24 | 23.4% | 3.9% | ||
| Q3 24 | 14.7% | 5.0% | ||
| Q2 24 | 23.9% | 5.8% |
净利率HAYWRVLV
| Q1 26 | 9.2% | — | ||
| Q4 25 | 19.6% | 5.7% | ||
| Q3 25 | 9.8% | 7.2% | ||
| Q2 25 | 15.0% | 3.3% | ||
| Q1 25 | 6.3% | 4.0% | ||
| Q4 24 | 16.7% | 4.2% | ||
| Q3 24 | 7.3% | 3.9% | ||
| Q2 24 | 13.2% | 5.4% |
每股收益（稀释后）HAYWRVLV
| Q1 26 | $0.11 | — | ||
| Q4 25 | $0.31 | $0.27 | ||
| Q3 25 | $0.11 | $0.29 | ||
| Q2 25 | $0.20 | $0.14 | ||
| Q1 25 | $0.06 | $0.16 | ||
| Q4 24 | $0.26 | $0.18 | ||
| Q3 24 | $0.07 | $0.15 | ||
| Q2 24 | $0.17 | $0.21 |
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 | $230.7M | $292.3M |
| 总债务越低越好 | $11.1M | — |
| 股东权益账面价值 | $1.6B | $512.5M |
| 总资产 | $3.1B | $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HAYWRVLV
| Q1 26 | $230.7M | — | ||
| Q4 25 | $399.1M | $292.3M | ||
| Q3 25 | $448.3M | $315.4M | ||
| Q2 25 | $365.1M | $310.7M | ||
| Q1 25 | $181.3M | $300.8M | ||
| Q4 24 | $196.6M | $256.6M | ||
| Q3 24 | $274.2M | $252.8M | ||
| Q2 24 | $215.1M | $244.7M |
总债务HAYWRVLV
| Q1 26 | $11.1M | — | ||
| Q4 25 | $943.5M | — | ||
| Q3 25 | $947.7M | — | ||
| Q2 25 | $949.1M | — | ||
| Q1 25 | $950.4M | — | ||
| Q4 24 | $950.6M | — | ||
| Q3 24 | $959.9M | — | ||
| Q2 24 | $959.8M | — |
股东权益HAYWRVLV
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $512.5M | ||
| Q3 25 | $1.5B | $490.2M | ||
| Q2 25 | $1.5B | $468.6M | ||
| Q1 25 | $1.4B | $453.4M | ||
| Q4 24 | $1.4B | $437.8M | ||
| Q3 24 | $1.4B | $420.8M | ||
| Q2 24 | $1.4B | $405.8M |
总资产HAYWRVLV
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.2B | $765.0M | ||
| Q3 25 | $3.0B | $751.3M | ||
| Q2 25 | $3.0B | $722.9M | ||
| Q1 25 | $3.0B | $713.9M | ||
| Q4 24 | $3.0B | $665.5M | ||
| Q3 24 | $2.9B | $670.9M | ||
| Q2 24 | $2.9B | $657.8M |
负债/权益比HAYWRVLV
| Q1 26 | 0.01× | — | ||
| Q4 25 | 0.59× | — | ||
| Q3 25 | 0.62× | — | ||
| Q2 25 | 0.63× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.67× | — | ||
| Q3 24 | 0.70× | — | ||
| Q2 24 | 0.71× | — |
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 | $-150.6M | $-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 | -6.45× | -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HAYWRVLV
| Q1 26 | $-150.6M | — | ||
| Q4 25 | $-26.9M | $-10.2M | ||
| Q3 25 | $94.6M | $11.8M | ||
| Q2 25 | $194.2M | $12.6M | ||
| Q1 25 | $-5.8M | $45.1M | ||
| Q4 24 | $-63.7M | $3.9M | ||
| Q3 24 | $65.9M | $9.1M | ||
| Q2 24 | $287.0M | $-24.7M |
自由现金流HAYWRVLV
| Q1 26 | — | — | ||
| Q4 25 | $-35.8M | $-13.3M | ||
| Q3 25 | $87.2M | $7.5M | ||
| Q2 25 | $187.3M | $10.4M | ||
| Q1 25 | $-11.4M | $43.4M | ||
| Q4 24 | $-70.4M | $2.1M | ||
| Q3 24 | $59.1M | $8.0M | ||
| Q2 24 | $282.3M | $-25.7M |
自由现金流率HAYWRVLV
| Q1 26 | — | — | ||
| Q4 25 | -10.3% | -4.1% | ||
| Q3 25 | 35.7% | 2.5% | ||
| Q2 25 | 62.5% | 3.4% | ||
| Q1 25 | -5.0% | 14.6% | ||
| Q4 24 | -21.5% | 0.7% | ||
| Q3 24 | 26.0% | 2.8% | ||
| Q2 24 | 99.3% | -9.1% |
资本支出强度HAYWRVLV
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 1.0% | ||
| Q3 25 | 3.0% | 1.5% | ||
| Q2 25 | 2.3% | 0.7% | ||
| Q1 25 | 2.4% | 0.6% | ||
| Q4 24 | 2.1% | 0.6% | ||
| Q3 24 | 3.0% | 0.4% | ||
| Q2 24 | 1.7% | 0.4% |
现金转化率HAYWRVLV
| Q1 26 | -6.45× | — | ||
| Q4 25 | -0.39× | -0.55× | ||
| Q3 25 | 3.94× | 0.56× | ||
| Q2 25 | 4.34× | 1.24× | ||
| Q1 25 | -0.41× | 3.82× | ||
| Q4 24 | -1.16× | 0.32× | ||
| Q3 24 | 4.00× | 0.83× | ||
| Q2 24 | 7.64× | -1.60× |
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
HAYW
暂无分部数据
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% |
