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IHS Holding Ltd（IHS）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IHS Holding Ltd的1.3倍（$324.4M vs $254.0M），Revolve Group, Inc.同比增速更快（10.4% vs 0.1%），IHS Holding Ltd自由现金流更多（$178.6M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs -22.0%）
IHS Holding是全球规模领先的共享通信基础设施独立持有、运营及开发企业之一，也是全球第五大独立跨国通信铁塔企业，业务覆盖非洲与拉美地区，为当地通信网络部署提供关键的铁塔基础设施支持。
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。
IHS vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.3倍
$254.0M
营收增速更快
RVLV
高出10.4%
0.1%
自由现金流更多
IHS
多$191.9M
$-13.3M
两年增速更快
RVLV
近两年复合增速
-22.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $254.0M | $324.4M |
| 净利润 | — | $18.6M |
| 毛利率 | 83.6% | 53.3% |
| 营业利润率 | — | 6.3% |
| 净利率 | — | 5.7% |
| 营收同比 | 0.1% | 10.4% |
| 净利润同比 | — | 50.4% |
| 每股收益（稀释后） | — | $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IHSRVLV
| Q4 25 | $254.0M | $324.4M | ||
| Q3 25 | $455.1M | $295.6M | ||
| Q2 25 | $433.3M | $309.0M | ||
| Q1 25 | $439.6M | $296.7M | ||
| Q4 24 | $253.8M | $293.7M | ||
| Q3 24 | $420.3M | $283.1M | ||
| Q2 24 | $435.4M | $282.5M | ||
| Q1 24 | $417.7M | $270.6M |
净利润IHSRVLV
| Q4 25 | — | $18.6M | ||
| Q3 25 | $147.4M | $21.2M | ||
| Q2 25 | $32.3M | $10.2M | ||
| Q1 25 | $30.7M | $11.8M | ||
| Q4 24 | — | $12.3M | ||
| Q3 24 | $-205.7M | $11.0M | ||
| Q2 24 | $-124.3M | $15.4M | ||
| Q1 24 | $-1.6B | $10.9M |
毛利率IHSRVLV
| Q4 25 | 83.6% | 53.3% | ||
| Q3 25 | 47.5% | 54.6% | ||
| Q2 25 | 51.3% | 54.1% | ||
| Q1 25 | 51.4% | 52.0% | ||
| Q4 24 | 72.1% | 52.5% | ||
| Q3 24 | 52.0% | 51.2% | ||
| Q2 24 | 52.5% | 54.0% | ||
| Q1 24 | 39.1% | 52.3% |
营业利润率IHSRVLV
| Q4 25 | — | 6.3% | ||
| Q3 25 | 35.1% | 7.1% | ||
| Q2 25 | 33.8% | 5.8% | ||
| Q1 25 | 37.1% | 5.0% | ||
| Q4 24 | — | 3.9% | ||
| Q3 24 | 29.9% | 5.0% | ||
| Q2 24 | 34.0% | 5.8% | ||
| Q1 24 | -1.7% | 3.4% |
净利率IHSRVLV
| Q4 25 | — | 5.7% | ||
| Q3 25 | 32.4% | 7.2% | ||
| Q2 25 | 7.5% | 3.3% | ||
| Q1 25 | 7.0% | 4.0% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | -48.9% | 3.9% | ||
| Q2 24 | -28.5% | 5.4% | ||
| Q1 24 | -372.8% | 4.0% |
每股收益（稀释后）IHSRVLV
| Q4 25 | — | $0.27 | ||
| Q3 25 | $0.44 | $0.29 | ||
| Q2 25 | $0.10 | $0.14 | ||
| Q1 25 | $0.10 | $0.16 | ||
| Q4 24 | — | $0.18 | ||
| Q3 24 | $-0.61 | $0.15 | ||
| Q2 24 | $-0.36 | $0.21 | ||
| Q1 24 | $-4.67 | $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 | $825.7M | $292.3M |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $-89.8M | $512.5M |
| 总资产 | $4.5B | $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IHSRVLV
| Q4 25 | $825.7M | $292.3M | ||
| Q3 25 | $647.6M | $315.4M | ||
| Q2 25 | $531.8M | $310.7M | ||
| Q1 25 | $629.0M | $300.8M | ||
| Q4 24 | $578.0M | $256.6M | ||
| Q3 24 | $397.5M | $252.8M | ||
| Q2 24 | $445.7M | $244.7M | ||
| Q1 24 | $333.2M | $273.4M |
总债务IHSRVLV
| Q4 25 | $3.1B | — | ||
| Q3 25 | $3.3B | — | ||
| Q2 25 | $3.2B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $3.5B | — | ||
| Q2 24 | $3.6B | — | ||
| Q1 24 | $3.5B | — |
股东权益IHSRVLV
| Q4 25 | $-89.8M | $512.5M | ||
| Q3 25 | $38.1M | $490.2M | ||
| Q2 25 | $-98.4M | $468.6M | ||
| Q1 25 | $-184.4M | $453.4M | ||
| Q4 24 | $-314.4M | $437.8M | ||
| Q3 24 | $-284.7M | $420.8M | ||
| Q2 24 | $-308.3M | $405.8M | ||
| Q1 24 | $-163.2M | $389.9M |
总资产IHSRVLV
| Q4 25 | $4.5B | $765.0M | ||
| Q3 25 | $4.7B | $751.3M | ||
| Q2 25 | $4.5B | $722.9M | ||
| Q1 25 | $4.4B | $713.9M | ||
| Q4 24 | $4.2B | $665.5M | ||
| Q3 24 | $4.6B | $670.9M | ||
| Q2 24 | $4.5B | $657.8M | ||
| Q1 24 | $4.6B | $650.0M |
负债/权益比IHSRVLV
| Q4 25 | — | — | ||
| Q3 25 | 85.85× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $246.9M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $178.6M | $-13.3M |
| 自由现金流率自由现金流/营收 | 70.3% | -4.1% |
| 资本支出强度资本支出/营收 | 26.9% | 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 | $718.7M | $48.0M |
8季度趋势，按日历期对齐
经营现金流IHSRVLV
| Q4 25 | $246.9M | $-10.2M | ||
| Q3 25 | $251.3M | $11.8M | ||
| Q2 25 | $237.7M | $12.6M | ||
| Q1 25 | $200.3M | $45.1M | ||
| Q4 24 | $344.4M | $3.9M | ||
| Q3 24 | $174.5M | $9.1M | ||
| Q2 24 | $134.7M | $-24.7M | ||
| Q1 24 | $75.8M | $38.4M |
自由现金流IHSRVLV
| Q4 25 | $178.6M | $-13.3M | ||
| Q3 25 | $189.2M | $7.5M | ||
| Q2 25 | $197.7M | $10.4M | ||
| Q1 25 | $153.2M | $43.4M | ||
| Q4 24 | $282.9M | $2.1M | ||
| Q3 24 | $122.3M | $8.0M | ||
| Q2 24 | $74.2M | $-25.7M | ||
| Q1 24 | $14.8M | $36.7M |
自由现金流率IHSRVLV
| Q4 25 | 70.3% | -4.1% | ||
| Q3 25 | 41.6% | 2.5% | ||
| Q2 25 | 45.6% | 3.4% | ||
| Q1 25 | 34.8% | 14.6% | ||
| Q4 24 | 111.5% | 0.7% | ||
| Q3 24 | 29.1% | 2.8% | ||
| Q2 24 | 17.0% | -9.1% | ||
| Q1 24 | 3.5% | 13.5% |
资本支出强度IHSRVLV
| Q4 25 | 26.9% | 1.0% | ||
| Q3 25 | 13.6% | 1.5% | ||
| Q2 25 | 9.2% | 0.7% | ||
| Q1 25 | 10.7% | 0.6% | ||
| Q4 24 | 24.2% | 0.6% | ||
| Q3 24 | 12.4% | 0.4% | ||
| Q2 24 | 13.9% | 0.4% | ||
| Q1 24 | 14.6% | 0.6% |
现金转化率IHSRVLV
| Q4 25 | — | -0.55× | ||
| Q3 25 | 1.70× | 0.56× | ||
| Q2 25 | 7.36× | 1.24× | ||
| Q1 25 | 6.52× | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | -1.60× | ||
| Q1 24 | — | 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
IHS
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% |
