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艺达思集团(IEX)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
艺达思集团的季度营收约是Revolve Group, Inc.的1.2倍($398.4M vs $324.4M),艺达思集团净利率更高(30.1% vs 5.7%,领先24.4%),艺达思集团同比增速更快(16.7% vs 10.4%),艺达思集团自由现金流更多($86.0M vs $-13.3M),过去两年Revolve Group, Inc.的营收复合增速更高(9.5% vs -29.4%)
艺达思集团是一家公开上市的工业制造企业,专注于流体系统与特种工程产品的研发和生产,产品广泛应用于工业制造、生命科学、食品安全等多个领域,可为全球各行业客户提供高性能定制化解决方案。
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。
IEX vs RVLV — 直观对比
营收规模更大
IEX
是对方的1.2倍
$324.4M
营收增速更快
IEX
高出6.2%
10.4%
净利率更高
IEX
高出24.4%
5.7%
自由现金流更多
IEX
多$99.3M
$-13.3M
两年增速更快
RVLV
近两年复合增速
-29.4%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $398.4M | $324.4M |
| 净利润 | $120.0M | $18.6M |
| 毛利率 | 99.9% | 53.3% |
| 营业利润率 | 43.3% | 6.3% |
| 净利率 | 30.1% | 5.7% |
| 营收同比 | 16.7% | 10.4% |
| 净利润同比 | 25.7% | 50.4% |
| 每股收益(稀释后) | $1.61 | $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
IEX
RVLV
| Q2 26 | $398.4M | — | ||
| Q1 26 | $407.7M | — | ||
| Q4 25 | $899.1M | $324.4M | ||
| Q3 25 | $878.7M | $295.6M | ||
| Q2 25 | $865.4M | $309.0M | ||
| Q1 25 | $814.3M | $296.7M | ||
| Q4 24 | $862.9M | $293.7M | ||
| Q3 24 | $798.2M | $283.1M |
净利润
IEX
RVLV
| Q2 26 | $120.0M | — | ||
| Q1 26 | $128.3M | — | ||
| Q4 25 | $128.3M | $18.6M | ||
| Q3 25 | $127.8M | $21.2M | ||
| Q2 25 | $131.6M | $10.2M | ||
| Q1 25 | $95.5M | $11.8M | ||
| Q4 24 | $123.2M | $12.3M | ||
| Q3 24 | $119.1M | $11.0M |
毛利率
IEX
RVLV
| Q2 26 | 99.9% | — | ||
| Q1 26 | 94.9% | — | ||
| Q4 25 | 43.1% | 53.3% | ||
| Q3 25 | 44.5% | 54.6% | ||
| Q2 25 | 45.3% | 54.1% | ||
| Q1 25 | 45.3% | 52.0% | ||
| Q4 24 | 42.5% | 52.5% | ||
| Q3 24 | 44.3% | 51.2% |
营业利润率
IEX
RVLV
| Q2 26 | 43.3% | — | ||
| Q1 26 | 45.0% | — | ||
| Q4 25 | 20.4% | 6.3% | ||
| Q3 25 | 21.1% | 7.1% | ||
| Q2 25 | 21.7% | 5.8% | ||
| Q1 25 | 17.4% | 5.0% | ||
| Q4 24 | 19.2% | 3.9% | ||
| Q3 24 | 21.0% | 5.0% |
净利率
IEX
RVLV
| Q2 26 | 30.1% | — | ||
| Q1 26 | 31.5% | — | ||
| Q4 25 | 14.3% | 5.7% | ||
| Q3 25 | 14.5% | 7.2% | ||
| Q2 25 | 15.2% | 3.3% | ||
| Q1 25 | 11.7% | 4.0% | ||
| Q4 24 | 14.3% | 4.2% | ||
| Q3 24 | 14.9% | 3.9% |
每股收益(稀释后)
IEX
RVLV
| Q2 26 | $1.61 | — | ||
| Q1 26 | $1.71 | — | ||
| Q4 25 | $1.71 | $0.27 | ||
| Q3 25 | $1.70 | $0.29 | ||
| Q2 25 | $1.74 | $0.14 | ||
| Q1 25 | $1.26 | $0.16 | ||
| Q4 24 | $1.61 | $0.18 | ||
| Q3 24 | $1.57 | $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 | $586.2M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $512.5M |
| 总资产 | $6.9B | $765.0M |
| 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
IEX
RVLV
| Q2 26 | $586.2M | — | ||
| Q1 26 | $580.0M | — | ||
| Q4 25 | $580.0M | $292.3M | ||
| Q3 25 | $593.8M | $315.4M | ||
| Q2 25 | $568.2M | $310.7M | ||
| Q1 25 | $594.1M | $300.8M | ||
| Q4 24 | $620.8M | $256.6M | ||
| Q3 24 | $633.2M | $252.8M |
总债务
IEX
RVLV
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.1B | — |
股东权益
IEX
RVLV
| Q2 26 | $4.0B | — | ||
| Q1 26 | $4.0B | — | ||
| Q4 25 | $4.0B | $512.5M | ||
| Q3 25 | $4.0B | $490.2M | ||
| Q2 25 | $4.0B | $468.6M | ||
| Q1 25 | $3.9B | $453.4M | ||
| Q4 24 | $3.8B | $437.8M | ||
| Q3 24 | $3.8B | $420.8M |
总资产
IEX
RVLV
| Q2 26 | $6.9B | — | ||
| Q1 26 | $6.9B | — | ||
| Q4 25 | $6.9B | $765.0M | ||
| Q3 25 | $7.0B | $751.3M | ||
| Q2 25 | $6.9B | $722.9M | ||
| Q1 25 | $6.8B | $713.9M | ||
| Q4 24 | $6.7B | $665.5M | ||
| Q3 24 | $7.0B | $670.9M |
负债/权益比
IEX
RVLV
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | — | ||
| Q3 25 | 0.48× | — | ||
| Q2 25 | 0.46× | — | ||
| Q1 25 | 0.50× | — | ||
| Q4 24 | 0.52× | — | ||
| Q3 24 | 0.55× | — |
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 | — | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $86.0M | $-13.3M |
| 自由现金流率自由现金流/营收 | 21.6% | -4.1% |
| 资本支出强度资本支出/营收 | 4.4% | 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 | $654.3M | $48.0M |
8季度趋势,按日历期对齐
经营现金流
IEX
RVLV
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $209.5M | $-10.2M | ||
| Q3 25 | $203.5M | $11.8M | ||
| Q2 25 | $161.7M | $12.6M | ||
| Q1 25 | $105.7M | $45.1M | ||
| Q4 24 | $172.6M | $3.9M | ||
| Q3 24 | $205.3M | $9.1M |
自由现金流
IEX
RVLV
| Q2 26 | $86.0M | — | ||
| Q1 26 | $189.8M | — | ||
| Q4 25 | $189.8M | $-13.3M | ||
| Q3 25 | $188.7M | $7.5M | ||
| Q2 25 | $146.9M | $10.4M | ||
| Q1 25 | $91.4M | $43.4M | ||
| Q4 24 | $157.1M | $2.1M | ||
| Q3 24 | $191.6M | $8.0M |
自由现金流率
IEX
RVLV
| Q2 26 | 21.6% | — | ||
| Q1 26 | 46.6% | — | ||
| Q4 25 | 21.1% | -4.1% | ||
| Q3 25 | 21.5% | 2.5% | ||
| Q2 25 | 17.0% | 3.4% | ||
| Q1 25 | 11.2% | 14.6% | ||
| Q4 24 | 18.2% | 0.7% | ||
| Q3 24 | 24.0% | 2.8% |
资本支出强度
IEX
RVLV
| Q2 26 | 4.4% | — | ||
| Q1 26 | 15.6% | — | ||
| Q4 25 | 2.2% | 1.0% | ||
| Q3 25 | 1.7% | 1.5% | ||
| Q2 25 | 1.7% | 0.7% | ||
| Q1 25 | 1.8% | 0.6% | ||
| Q4 24 | 1.8% | 0.6% | ||
| Q3 24 | 1.7% | 0.4% |
现金转化率
IEX
RVLV
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.63× | -0.55× | ||
| Q3 25 | 1.59× | 0.56× | ||
| Q2 25 | 1.23× | 1.24× | ||
| Q1 25 | 1.11× | 3.82× | ||
| Q4 24 | 1.40× | 0.32× | ||
| Q3 24 | 1.72× | 0.83× |
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
IEX
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% |