vs
Hims & Hers Health, Inc.（HIMS）与REV Group, Inc.（REVG）财务数据对比。点击上方公司名可切换其他公司
REV Group, Inc.的季度营收约是Hims & Hers Health, Inc.的1.1倍（$664.4M vs $617.8M），REV Group, Inc.净利率更高（4.3% vs 3.3%，领先1.0%），Hims & Hers Health, Inc.同比增速更快（28.4% vs 11.1%），REV Group, Inc.自由现金流更多（$53.7M vs $-2.5M），过去两年Hims & Hers Health, Inc.的营收复合增速更高（49.0% vs 6.5%）
Hims & Hers Health, Inc.是2017年成立的美国远程医疗企业，面向消费者提供处方药品、非处方药物以及各类个人护理产品，依托线上服务模式为用户打造便捷的健康消费渠道，覆盖日常医疗、个护等多场景需求。
REV Group是一家美国智能语音转文字服务提供商，总部位于旧金山和奥斯汀，成立于2010年，核心业务涵盖隐藏字幕制作、多语言字幕翻译及文字转录服务，曾获《PC Magazine》2018年编辑选择奖，2019年获评该杂志最佳转录服务提供商。
HIMS vs REVG — 直观对比
营收规模更大
REVG
是对方的1.1倍
$617.8M
营收增速更快
HIMS
高出17.3%
11.1%
净利率更高
REVG
高出1.0%
3.3%
自由现金流更多
REVG
多$56.2M
$-2.5M
两年增速更快
HIMS
近两年复合增速
6.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $617.8M | $664.4M |
| 净利润 | $20.6M | $28.9M |
| 毛利率 | 71.9% | 15.4% |
| 营业利润率 | 1.5% | 7.1% |
| 净利率 | 3.3% | 4.3% |
| 营收同比 | 28.4% | 11.1% |
| 净利润同比 | -20.8% | -30.7% |
| 每股收益（稀释后） | $0.08 | $0.57 |
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HIMSREVG
| Q4 25 | $617.8M | $664.4M | ||
| Q3 25 | $599.0M | $644.9M | ||
| Q2 25 | $544.8M | $629.1M | ||
| Q1 25 | $586.0M | $525.1M | ||
| Q4 24 | $481.1M | $597.9M | ||
| Q3 24 | $401.6M | $579.4M | ||
| Q2 24 | $315.6M | $616.9M | ||
| Q1 24 | $278.2M | $586.0M |
净利润HIMSREVG
| Q4 25 | $20.6M | $28.9M | ||
| Q3 25 | $15.8M | $29.1M | ||
| Q2 25 | $42.5M | $19.0M | ||
| Q1 25 | $49.5M | $18.2M | ||
| Q4 24 | $26.0M | $41.7M | ||
| Q3 24 | $75.6M | $18.0M | ||
| Q2 24 | $13.3M | $15.2M | ||
| Q1 24 | $11.1M | $182.7M |
毛利率HIMSREVG
| Q4 25 | 71.9% | 15.4% | ||
| Q3 25 | 73.8% | 15.8% | ||
| Q2 25 | 76.4% | 15.2% | ||
| Q1 25 | 73.5% | 13.3% | ||
| Q4 24 | 76.8% | 13.2% | ||
| Q3 24 | 79.2% | 13.5% | ||
| Q2 24 | 81.3% | 12.5% | ||
| Q1 24 | 82.4% | 10.7% |
营业利润率HIMSREVG
| Q4 25 | 1.5% | 7.1% | ||
| Q3 25 | 2.0% | 8.8% | ||
| Q2 25 | 4.9% | 7.9% | ||
| Q1 25 | 9.9% | 5.3% | ||
| Q4 24 | 3.9% | 5.8% | ||
| Q3 24 | 5.6% | 4.9% | ||
| Q2 24 | 3.5% | 3.7% | ||
| Q1 24 | 3.6% | -1.1% |
净利率HIMSREVG
| Q4 25 | 3.3% | 4.3% | ||
| Q3 25 | 2.6% | 4.5% | ||
| Q2 25 | 7.8% | 3.0% | ||
| Q1 25 | 8.4% | 3.5% | ||
| Q4 24 | 5.4% | 7.0% | ||
| Q3 24 | 18.8% | 3.1% | ||
| Q2 24 | 4.2% | 2.5% | ||
| Q1 24 | 4.0% | 31.2% |
每股收益（稀释后）HIMSREVG
| Q4 25 | $0.08 | $0.57 | ||
| Q3 25 | $0.06 | $0.59 | ||
| Q2 25 | $0.17 | $0.38 | ||
| Q1 25 | $0.20 | $0.35 | ||
| Q4 24 | $0.10 | $1.03 | ||
| Q3 24 | $0.32 | $0.35 | ||
| Q2 24 | $0.06 | $0.28 | ||
| Q1 24 | $0.05 | $3.06 |
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 | $228.6M | $34.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $540.9M | $416.3M |
| 总资产 | $2.2B | $1.2B |
| 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HIMSREVG
| Q4 25 | $228.6M | $34.7M | ||
| Q3 25 | $345.8M | $36.0M | ||
| Q2 25 | $1.1B | $28.8M | ||
| Q1 25 | $273.7M | $31.6M | ||
| Q4 24 | $220.6M | $24.6M | ||
| Q3 24 | $165.5M | $50.5M | ||
| Q2 24 | $129.3M | $38.2M | ||
| Q1 24 | $105.2M | $87.9M |
股东权益HIMSREVG
| Q4 25 | $540.9M | $416.3M | ||
| Q3 25 | $581.0M | $387.3M | ||
| Q2 25 | $562.7M | $357.8M | ||
| Q1 25 | $549.3M | $428.8M | ||
| Q4 24 | $476.7M | $435.1M | ||
| Q3 24 | $440.1M | $394.6M | ||
| Q2 24 | $362.0M | $379.7M | ||
| Q1 24 | $344.5M | $496.1M |
总资产HIMSREVG
| Q4 25 | $2.2B | $1.2B | ||
| Q3 25 | $2.2B | $1.2B | ||
| Q2 25 | $1.9B | $1.2B | ||
| Q1 25 | $891.7M | $1.2B | ||
| Q4 24 | $707.5M | $1.2B | ||
| Q3 24 | $602.3M | $1.3B | ||
| Q2 24 | $480.5M | $1.3B | ||
| Q1 24 | $448.1M | $1.4B |
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 | $61.3M | $76.9M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $53.7M |
| 自由现金流率自由现金流/营收 | -0.4% | 8.1% |
| 资本支出强度资本支出/营收 | 10.3% | 3.5% |
| 现金转化率经营现金流/净利润 | 2.98× | 2.66× |
| 过去12个月自由现金流最近4个季度 | $57.4M | $190.0M |
8季度趋势，按日历期对齐
经营现金流HIMSREVG
| Q4 25 | $61.3M | $76.9M | ||
| Q3 25 | $148.7M | $60.3M | ||
| Q2 25 | $-19.1M | $117.0M | ||
| Q1 25 | $109.1M | $-13.1M | ||
| Q4 24 | $86.4M | $68.6M | ||
| Q3 24 | $85.3M | $14.4M | ||
| Q2 24 | $53.6M | $40.1M | ||
| Q1 24 | $25.8M | $-69.7M |
自由现金流HIMSREVG
| Q4 25 | $-2.5M | $53.7M | ||
| Q3 25 | $79.3M | $48.7M | ||
| Q2 25 | $-69.5M | $105.6M | ||
| Q1 25 | $50.1M | $-18.0M | ||
| Q4 24 | $59.5M | $63.3M | ||
| Q3 24 | $79.4M | $8.5M | ||
| Q2 24 | $47.6M | $34.2M | ||
| Q1 24 | $11.8M | $-80.2M |
自由现金流率HIMSREVG
| Q4 25 | -0.4% | 8.1% | ||
| Q3 25 | 13.2% | 7.6% | ||
| Q2 25 | -12.8% | 16.8% | ||
| Q1 25 | 8.5% | -3.4% | ||
| Q4 24 | 12.4% | 10.6% | ||
| Q3 24 | 19.8% | 1.5% | ||
| Q2 24 | 15.1% | 5.5% | ||
| Q1 24 | 4.3% | -13.7% |
资本支出强度HIMSREVG
| Q4 25 | 10.3% | 3.5% | ||
| Q3 25 | 11.6% | 1.8% | ||
| Q2 25 | 9.3% | 1.8% | ||
| Q1 25 | 10.1% | 0.9% | ||
| Q4 24 | 5.6% | 0.9% | ||
| Q3 24 | 1.5% | 1.0% | ||
| Q2 24 | 1.9% | 1.0% | ||
| Q1 24 | 5.0% | 1.8% |
现金转化率HIMSREVG
| Q4 25 | 2.98× | 2.66× | ||
| Q3 25 | 9.43× | 2.07× | ||
| Q2 25 | -0.45× | 6.16× | ||
| Q1 25 | 2.20× | -0.72× | ||
| Q4 24 | 3.32× | 1.65× | ||
| Q3 24 | 1.13× | 0.80× | ||
| Q2 24 | 4.03× | 2.64× | ||
| Q1 24 | 2.32× | -0.38× |
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
HIMS
暂无分部数据
REVG
| Specialty Vehicles | $507.4M | 76% |
| Recreational Vehicles | $157.2M | 24% |
