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HUBSPOT INC（HUBS）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
HUBSPOT INC的季度营收约是Revvity的1.1倍（$846.7M vs $772.1M），Revvity净利率更高（12.7% vs 6.4%，领先6.3%），HUBSPOT INC同比增速更快（20.4% vs 5.9%），HUBSPOT INC自由现金流更多（$234.0M vs $161.8M），过去两年HUBSPOT INC的营收复合增速更高（17.1% vs 9.0%）
HubSpot Inc.是总部位于美国马萨诸塞州剑桥市的企业服务提供商，2006年由布莱恩·哈利根与达尔梅什·沙阿联合创立，专注于研发和推广适配营销、销售及客户服务全场景的软件产品，为全球各规模企业的数字化运营提供工具支持。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
HUBS vs RVTY — 直观对比
营收规模更大
HUBS
是对方的1.1倍
$772.1M
营收增速更快
HUBS
高出14.6%
5.9%
净利率更高
RVTY
高出6.3%
6.4%
自由现金流更多
HUBS
多$72.2M
$161.8M
两年增速更快
HUBS
近两年复合增速
9.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $846.7M | $772.1M |
| 净利润 | $54.4M | $98.4M |
| 毛利率 | 83.7% | — |
| 营业利润率 | 5.7% | 14.5% |
| 净利率 | 6.4% | 12.7% |
| 营收同比 | 20.4% | 5.9% |
| 净利润同比 | 992.2% | 3.9% |
| 每股收益（稀释后） | $1.03 | $0.86 |
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HUBSRVTY
| Q4 25 | $846.7M | $772.1M | ||
| Q3 25 | $809.5M | $698.9M | ||
| Q2 25 | $760.9M | $720.3M | ||
| Q1 25 | $714.1M | $664.8M | ||
| Q4 24 | $703.2M | $729.4M | ||
| Q3 24 | $669.7M | $684.0M | ||
| Q2 24 | $637.2M | $691.7M | ||
| Q1 24 | $617.4M | $649.9M |
净利润HUBSRVTY
| Q4 25 | $54.4M | $98.4M | ||
| Q3 25 | $16.5M | $46.7M | ||
| Q2 25 | $-3.3M | $53.9M | ||
| Q1 25 | $-21.8M | $42.2M | ||
| Q4 24 | $5.0M | $94.6M | ||
| Q3 24 | $8.1M | $94.4M | ||
| Q2 24 | $-14.4M | $55.4M | ||
| Q1 24 | $5.9M | $26.0M |
毛利率HUBSRVTY
| Q4 25 | 83.7% | — | ||
| Q3 25 | 83.5% | 53.6% | ||
| Q2 25 | 83.9% | 54.5% | ||
| Q1 25 | 83.9% | 56.5% | ||
| Q4 24 | 85.3% | — | ||
| Q3 24 | 85.2% | 56.3% | ||
| Q2 24 | 85.0% | 55.7% | ||
| Q1 24 | 84.6% | 54.6% |
营业利润率HUBSRVTY
| Q4 25 | 5.7% | 14.5% | ||
| Q3 25 | 1.4% | 11.7% | ||
| Q2 25 | -3.2% | 12.6% | ||
| Q1 25 | -3.8% | 10.9% | ||
| Q4 24 | -1.5% | 16.3% | ||
| Q3 24 | -1.4% | 14.3% | ||
| Q2 24 | -3.8% | 12.4% | ||
| Q1 24 | -3.8% | 6.8% |
净利率HUBSRVTY
| Q4 25 | 6.4% | 12.7% | ||
| Q3 25 | 2.0% | 6.7% | ||
| Q2 25 | -0.4% | 7.5% | ||
| Q1 25 | -3.1% | 6.4% | ||
| Q4 24 | 0.7% | 13.0% | ||
| Q3 24 | 1.2% | 13.8% | ||
| Q2 24 | -2.3% | 8.0% | ||
| Q1 24 | 1.0% | 4.0% |
每股收益（稀释后）HUBSRVTY
| Q4 25 | $1.03 | $0.86 | ||
| Q3 25 | $0.31 | $0.40 | ||
| Q2 25 | $-0.06 | $0.46 | ||
| Q1 25 | $-0.42 | $0.35 | ||
| Q4 24 | $0.09 | $0.77 | ||
| Q3 24 | $0.16 | $0.77 | ||
| Q2 24 | $-0.28 | $0.45 | ||
| Q1 24 | $0.12 | $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 | $882.2M | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $7.3B |
| 总资产 | $3.9B | $12.2B |
| 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HUBSRVTY
| Q4 25 | $882.2M | $919.9M | ||
| Q3 25 | $614.4M | $931.4M | ||
| Q2 25 | $601.2M | $991.8M | ||
| Q1 25 | $625.0M | $1.1B | ||
| Q4 24 | $512.7M | $1.2B | ||
| Q3 24 | $410.1M | $1.2B | ||
| Q2 24 | $797.9M | $2.0B | ||
| Q1 24 | $447.8M | $1.7B |
股东权益HUBSRVTY
| Q4 25 | $2.1B | $7.3B | ||
| Q3 25 | $1.9B | $7.4B | ||
| Q2 25 | $2.1B | $7.6B | ||
| Q1 25 | $2.0B | $7.6B | ||
| Q4 24 | $1.9B | $7.7B | ||
| Q3 24 | $1.8B | $7.9B | ||
| Q2 24 | $1.6B | $7.9B | ||
| Q1 24 | $1.4B | $7.8B |
总资产HUBSRVTY
| Q4 25 | $3.9B | $12.2B | ||
| Q3 25 | $3.5B | $12.1B | ||
| Q2 25 | $3.7B | $12.4B | ||
| Q1 25 | $3.9B | $12.4B | ||
| Q4 24 | $3.8B | $12.4B | ||
| Q3 24 | $3.6B | $12.8B | ||
| Q2 24 | $3.4B | $13.4B | ||
| Q1 24 | $3.2B | $13.4B |
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 | $247.4M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $234.0M | $161.8M |
| 自由现金流率自由现金流/营收 | 27.6% | 21.0% |
| 资本支出强度资本支出/营收 | 1.6% | 2.6% |
| 现金转化率经营现金流/净利润 | 4.55× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $707.6M | $509.4M |
8季度趋势，按日历期对齐
经营现金流HUBSRVTY
| Q4 25 | $247.4M | $182.0M | ||
| Q3 25 | $187.4M | $138.5M | ||
| Q2 25 | $164.4M | $134.3M | ||
| Q1 25 | $161.6M | $128.2M | ||
| Q4 24 | $194.1M | $174.2M | ||
| Q3 24 | $159.5M | $147.9M | ||
| Q2 24 | $117.8M | $158.6M | ||
| Q1 24 | $127.1M | $147.6M |
自由现金流HUBSRVTY
| Q4 25 | $234.0M | $161.8M | ||
| Q3 25 | $177.0M | $120.0M | ||
| Q2 25 | $148.3M | $115.5M | ||
| Q1 25 | $148.2M | $112.2M | ||
| Q4 24 | $181.4M | $149.8M | ||
| Q3 24 | $148.4M | $125.6M | ||
| Q2 24 | $109.6M | $136.6M | ||
| Q1 24 | $121.2M | $129.7M |
自由现金流率HUBSRVTY
| Q4 25 | 27.6% | 21.0% | ||
| Q3 25 | 21.9% | 17.2% | ||
| Q2 25 | 19.5% | 16.0% | ||
| Q1 25 | 20.8% | 16.9% | ||
| Q4 24 | 25.8% | 20.5% | ||
| Q3 24 | 22.2% | 18.4% | ||
| Q2 24 | 17.2% | 19.7% | ||
| Q1 24 | 19.6% | 20.0% |
资本支出强度HUBSRVTY
| Q4 25 | 1.6% | 2.6% | ||
| Q3 25 | 1.3% | 2.6% | ||
| Q2 25 | 2.1% | 2.6% | ||
| Q1 25 | 1.9% | 2.4% | ||
| Q4 24 | 1.8% | 3.4% | ||
| Q3 24 | 1.7% | 3.3% | ||
| Q2 24 | 1.3% | 3.2% | ||
| Q1 24 | 1.0% | 2.7% |
现金转化率HUBSRVTY
| Q4 25 | 4.55× | 1.85× | ||
| Q3 25 | 11.33× | 2.97× | ||
| Q2 25 | — | 2.49× | ||
| Q1 25 | — | 3.03× | ||
| Q4 24 | 38.96× | 1.84× | ||
| Q3 24 | 19.59× | 1.57× | ||
| Q2 24 | — | 2.87× | ||
| Q1 24 | 21.42× | 5.67× |
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
HUBS
| Subscription And Circulation | $829.0M | 98% |
| Services | $17.8M | 2% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
