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哈雷戴维森（HOG）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
哈雷戴维森的季度营收约是Revolve Group, Inc.的1.2倍（$390.5M vs $324.4M），Revolve Group, Inc.净利率更高（5.7% vs -72.3%，领先78.1%），Revolve Group, Inc.同比增速更快（10.4% vs -9.4%），哈雷戴维森自由现金流更多（$100.4M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs -48.6%）
哈雷戴维森是源自美国的摩托车制造商与生活方式品牌，总部位于威斯康星州密尔沃基，创立于1903年。它是大萧条时期幸存下来的两大美国摩托车厂商之一，历经多次股权变动、子公司调整、经营困境与全球竞争，如今已是全球知名的标志性品牌。
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。
HOG vs RVLV — 直观对比
营收规模更大
HOG
是对方的1.2倍
$324.4M
营收增速更快
RVLV
高出19.8%
-9.4%
净利率更高
RVLV
高出78.1%
-72.3%
自由现金流更多
HOG
多$113.7M
$-13.3M
两年增速更快
RVLV
近两年复合增速
-48.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $390.5M | $324.4M |
| 净利润 | $-282.6M | $18.6M |
| 毛利率 | -7.9% | 53.3% |
| 营业利润率 | -92.4% | 6.3% |
| 净利率 | -72.3% | 5.7% |
| 营收同比 | -9.4% | 10.4% |
| 净利润同比 | -138.6% | 50.4% |
| 每股收益（稀释后） | $-2.27 | $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HOGRVLV
| Q4 25 | $390.5M | $324.4M | ||
| Q3 25 | $1.1B | $295.6M | ||
| Q2 25 | $1.0B | $309.0M | ||
| Q1 25 | $1.1B | $296.7M | ||
| Q4 24 | $430.9M | $293.7M | ||
| Q3 24 | $881.2M | $283.1M | ||
| Q2 24 | $1.4B | $282.5M | ||
| Q1 24 | $1.5B | $270.6M |
净利润HOGRVLV
| Q4 25 | $-282.6M | $18.6M | ||
| Q3 25 | $377.4M | $21.2M | ||
| Q2 25 | $107.6M | $10.2M | ||
| Q1 25 | $133.1M | $11.8M | ||
| Q4 24 | $-118.4M | $12.3M | ||
| Q3 24 | $119.0M | $11.0M | ||
| Q2 24 | $218.3M | $15.4M | ||
| Q1 24 | $234.9M | $10.9M |
毛利率HOGRVLV
| Q4 25 | -7.9% | 53.3% | ||
| Q3 25 | 26.0% | 54.6% | ||
| Q2 25 | 28.5% | 54.1% | ||
| Q1 25 | 28.9% | 52.0% | ||
| Q4 24 | -2.0% | 52.5% | ||
| Q3 24 | 29.8% | 51.2% | ||
| Q2 24 | 31.8% | 54.0% | ||
| Q1 24 | 30.9% | 52.3% |
营业利润率HOGRVLV
| Q4 25 | -92.4% | 6.3% | ||
| Q3 25 | 44.0% | 7.1% | ||
| Q2 25 | 10.7% | 5.8% | ||
| Q1 25 | 14.8% | 5.0% | ||
| Q4 24 | -44.9% | 3.9% | ||
| Q3 24 | 12.0% | 5.0% | ||
| Q2 24 | 17.8% | 5.8% | ||
| Q1 24 | 17.8% | 3.4% |
净利率HOGRVLV
| Q4 25 | -72.3% | 5.7% | ||
| Q3 25 | 35.0% | 7.2% | ||
| Q2 25 | 10.2% | 3.3% | ||
| Q1 25 | 12.3% | 4.0% | ||
| Q4 24 | -27.5% | 4.2% | ||
| Q3 24 | 13.5% | 3.9% | ||
| Q2 24 | 16.1% | 5.4% | ||
| Q1 24 | 15.9% | 4.0% |
每股收益（稀释后）HOGRVLV
| Q4 25 | $-2.27 | $0.27 | ||
| Q3 25 | $3.10 | $0.29 | ||
| Q2 25 | $0.88 | $0.14 | ||
| Q1 25 | $1.07 | $0.16 | ||
| Q4 24 | $-0.82 | $0.18 | ||
| Q3 24 | $0.91 | $0.15 | ||
| Q2 24 | $1.63 | $0.21 | ||
| Q1 24 | $1.72 | $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 | $3.1B | $292.3M |
| 总债务越低越好 | $2.5B | — |
| 股东权益账面价值 | $3.1B | $512.5M |
| 总资产 | $8.0B | $765.0M |
| 负债/权益比越低杠杆越低 | 0.79× | — |
8季度趋势，按日历期对齐
现金及短期投资HOGRVLV
| Q4 25 | $3.1B | $292.3M | ||
| Q3 25 | $1.8B | $315.4M | ||
| Q2 25 | $1.6B | $310.7M | ||
| Q1 25 | $1.9B | $300.8M | ||
| Q4 24 | $1.6B | $256.6M | ||
| Q3 24 | $2.2B | $252.8M | ||
| Q2 24 | $1.8B | $244.7M | ||
| Q1 24 | $1.5B | $273.4M |
总债务HOGRVLV
| Q4 25 | $2.5B | — | ||
| Q3 25 | $4.5B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | $6.3B | — | ||
| Q3 24 | $7.3B | — | ||
| Q2 24 | $7.0B | — | ||
| Q1 24 | $6.3B | — |
股东权益HOGRVLV
| Q4 25 | $3.1B | $512.5M | ||
| Q3 25 | $3.6B | $490.2M | ||
| Q2 25 | $3.3B | $468.6M | ||
| Q1 25 | $3.2B | $453.4M | ||
| Q4 24 | $3.2B | $437.8M | ||
| Q3 24 | $3.4B | $420.8M | ||
| Q2 24 | $3.4B | $405.8M | ||
| Q1 24 | $3.3B | $389.9M |
总资产HOGRVLV
| Q4 25 | $8.0B | $765.0M | ||
| Q3 25 | $10.6B | $751.3M | ||
| Q2 25 | $12.1B | $722.9M | ||
| Q1 25 | $12.4B | $713.9M | ||
| Q4 24 | $11.9B | $665.5M | ||
| Q3 24 | $13.0B | $670.9M | ||
| Q2 24 | $12.8B | $657.8M | ||
| Q1 24 | $12.3B | $650.0M |
负债/权益比HOGRVLV
| Q4 25 | 0.79× | — | ||
| Q3 25 | 1.25× | — | ||
| Q2 25 | 1.91× | — | ||
| Q1 25 | 2.14× | — | ||
| Q4 24 | 2.00× | — | ||
| Q3 24 | 2.13× | — | ||
| Q2 24 | 2.03× | — | ||
| Q1 24 | 1.88× | — |
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 | $152.0M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $100.4M | $-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 | 13.2% | 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 | $415.2M | $48.0M |
8季度趋势，按日历期对齐
经营现金流HOGRVLV
| Q4 25 | $152.0M | $-10.2M | ||
| Q3 25 | $-92.6M | $11.8M | ||
| Q2 25 | $368.0M | $12.6M | ||
| Q1 25 | $141.5M | $45.1M | ||
| Q4 24 | $133.2M | $3.9M | ||
| Q3 24 | $353.0M | $9.1M | ||
| Q2 24 | $473.6M | $-24.7M | ||
| Q1 24 | $104.0M | $38.4M |
自由现金流HOGRVLV
| Q4 25 | $100.4M | $-13.3M | ||
| Q3 25 | $-129.1M | $7.5M | ||
| Q2 25 | $332.4M | $10.4M | ||
| Q1 25 | $111.6M | $43.4M | ||
| Q4 24 | $77.0M | $2.1M | ||
| Q3 24 | $300.4M | $8.0M | ||
| Q2 24 | $432.2M | $-25.7M | ||
| Q1 24 | $57.6M | $36.7M |
自由现金流率HOGRVLV
| Q4 25 | 25.7% | -4.1% | ||
| Q3 25 | -12.0% | 2.5% | ||
| Q2 25 | 31.7% | 3.4% | ||
| Q1 25 | 10.3% | 14.6% | ||
| Q4 24 | 17.9% | 0.7% | ||
| Q3 24 | 34.1% | 2.8% | ||
| Q2 24 | 31.9% | -9.1% | ||
| Q1 24 | 3.9% | 13.5% |
资本支出强度HOGRVLV
| Q4 25 | 13.2% | 1.0% | ||
| Q3 25 | 3.4% | 1.5% | ||
| Q2 25 | 3.4% | 0.7% | ||
| Q1 25 | 2.8% | 0.6% | ||
| Q4 24 | 13.0% | 0.6% | ||
| Q3 24 | 6.0% | 0.4% | ||
| Q2 24 | 3.1% | 0.4% | ||
| Q1 24 | 3.1% | 0.6% |
现金转化率HOGRVLV
| Q4 25 | — | -0.55× | ||
| Q3 25 | -0.25× | 0.56× | ||
| Q2 25 | 3.42× | 1.24× | ||
| Q1 25 | 1.06× | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | 2.97× | 0.83× | ||
| Q2 24 | 2.17× | -1.60× | ||
| Q1 24 | 0.44× | 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
HOG
| Motorcycles | $193.9M | 50% |
| Other | $63.8M | 16% |
| Other Income Financial Services | $59.8M | 15% |
| Apparel | $47.2M | 12% |
| Livewire Segment | $11.4M | 3% |
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% |
