vs
IMMERSION CORP（IMMR）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
IMMERSION CORP的季度营收约是Revolve Group, Inc.的1.1倍（$372.9M vs $324.4M），Revolve Group, Inc.净利率更高（5.7% vs -4.6%，领先10.3%），IMMERSION CORP同比增速更快（750.4% vs 10.4%），过去两年IMMERSION CORP的营收复合增速更高（537.9% vs 9.5%）
Immersion Corporation总部位于佛罗里达州阿文图拉，主要研发并授权触觉反馈技术（即触感技术）。公司由路易斯·罗森伯格于1993年创立，目前由律师弗朗西斯·何塞掌管，他同时担任首席执行官与总法律顾问一职。
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。
IMMR vs RVLV — 直观对比
营收规模更大
IMMR
是对方的1.1倍
$324.4M
营收增速更快
IMMR
高出740.0%
10.4%
净利率更高
RVLV
高出10.3%
-4.6%
两年增速更快
IMMR
近两年复合增速
9.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $372.9M | $324.4M |
| 净利润 | $-17.0M | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | -2.8% | 6.3% |
| 净利率 | -4.6% | 5.7% |
| 营收同比 | 750.4% | 10.4% |
| 净利润同比 | -191.3% | 50.4% |
| 每股收益（稀释后） | $-0.57 | $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IMMRRVLV
| Q4 25 | — | $324.4M | ||
| Q3 25 | — | $295.6M | ||
| Q2 25 | $372.9M | $309.0M | ||
| Q1 25 | $471.3M | $296.7M | ||
| Q4 24 | $616.2M | $293.7M | ||
| Q3 24 | — | $283.1M | ||
| Q2 24 | $95.5M | $282.5M | ||
| Q1 24 | $43.8M | $270.6M |
净利润IMMRRVLV
| Q4 25 | — | $18.6M | ||
| Q3 25 | — | $21.2M | ||
| Q2 25 | $-17.0M | $10.2M | ||
| Q1 25 | $24.1M | $11.8M | ||
| Q4 24 | $30.8M | $12.3M | ||
| Q3 24 | — | $11.0M | ||
| Q2 24 | $26.4M | $15.4M | ||
| Q1 24 | $18.7M | $10.9M |
毛利率IMMRRVLV
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% | ||
| Q1 24 | — | 52.3% |
营业利润率IMMRRVLV
| Q4 25 | — | 6.3% | ||
| Q3 25 | — | 7.1% | ||
| Q2 25 | -2.8% | 5.8% | ||
| Q1 25 | 7.5% | 5.0% | ||
| Q4 24 | 11.4% | 3.9% | ||
| Q3 24 | — | 5.0% | ||
| Q2 24 | 23.7% | 5.8% | ||
| Q1 24 | 37.9% | 3.4% |
净利率IMMRRVLV
| Q4 25 | — | 5.7% | ||
| Q3 25 | — | 7.2% | ||
| Q2 25 | -4.6% | 3.3% | ||
| Q1 25 | 5.1% | 4.0% | ||
| Q4 24 | 5.0% | 4.2% | ||
| Q3 24 | — | 3.9% | ||
| Q2 24 | 27.7% | 5.4% | ||
| Q1 24 | 42.5% | 4.0% |
每股收益（稀释后）IMMRRVLV
| Q4 25 | — | $0.27 | ||
| Q3 25 | — | $0.29 | ||
| Q2 25 | $-0.57 | $0.14 | ||
| Q1 25 | $0.73 | $0.16 | ||
| Q4 24 | $0.93 | $0.18 | ||
| Q3 24 | — | $0.15 | ||
| Q2 24 | $0.81 | $0.21 | ||
| Q1 24 | $0.59 | $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 | $161.4M | $292.3M |
| 总债务越低越好 | $103.1M | — |
| 股东权益账面价值 | $298.1M | $512.5M |
| 总资产 | $1.1B | $765.0M |
| 负债/权益比越低杠杆越低 | 0.35× | — |
8季度趋势，按日历期对齐
现金及短期投资IMMRRVLV
| Q4 25 | — | $292.3M | ||
| Q3 25 | — | $315.4M | ||
| Q2 25 | $161.4M | $310.7M | ||
| Q1 25 | $153.9M | $300.8M | ||
| Q4 24 | $159.3M | $256.6M | ||
| Q3 24 | — | $252.8M | ||
| Q2 24 | $133.4M | $244.7M | ||
| Q1 24 | $179.1M | $273.4M |
总债务IMMRRVLV
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $103.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益IMMRRVLV
| Q4 25 | — | $512.5M | ||
| Q3 25 | — | $490.2M | ||
| Q2 25 | $298.1M | $468.6M | ||
| Q1 25 | $317.9M | $453.4M | ||
| Q4 24 | $305.5M | $437.8M | ||
| Q3 24 | — | $420.8M | ||
| Q2 24 | $273.4M | $405.8M | ||
| Q1 24 | $201.5M | $389.9M |
总资产IMMRRVLV
| Q4 25 | — | $765.0M | ||
| Q3 25 | — | $751.3M | ||
| Q2 25 | $1.1B | $722.9M | ||
| Q1 25 | $1.4B | $713.9M | ||
| Q4 24 | $1.4B | $665.5M | ||
| Q3 24 | — | $670.9M | ||
| Q2 24 | $1.2B | $657.8M | ||
| Q1 24 | $244.7M | $650.0M |
负债/权益比IMMRRVLV
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.35× | — | ||
| 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 | — | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-13.3M |
| 自由现金流率自由现金流/营收 | — | -4.1% |
| 资本支出强度资本支出/营收 | — | 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 | — | $48.0M |
8季度趋势，按日历期对齐
经营现金流IMMRRVLV
| Q4 25 | — | $-10.2M | ||
| Q3 25 | — | $11.8M | ||
| Q2 25 | — | $12.6M | ||
| Q1 25 | $-43.7M | $45.1M | ||
| Q4 24 | — | $3.9M | ||
| Q3 24 | — | $9.1M | ||
| Q2 24 | $-85.9M | $-24.7M | ||
| Q1 24 | $29.9M | $38.4M |
自由现金流IMMRRVLV
| Q4 25 | — | $-13.3M | ||
| Q3 25 | — | $7.5M | ||
| Q2 25 | — | $10.4M | ||
| Q1 25 | $-46.2M | $43.4M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | — | $8.0M | ||
| Q2 24 | — | $-25.7M | ||
| Q1 24 | — | $36.7M |
自由现金流率IMMRRVLV
| Q4 25 | — | -4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | -9.8% | 14.6% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | -9.1% | ||
| Q1 24 | — | 13.5% |
资本支出强度IMMRRVLV
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | 0.5% | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.6% |
现金转化率IMMRRVLV
| Q4 25 | — | -0.55× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | -1.82× | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | -3.25× | -1.60× | ||
| Q1 24 | 1.60× | 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
IMMR
| Course Material Sale | $150.9M | 40% |
| General Merchandise Sale | $138.0M | 37% |
| Rental Services | $51.8M | 14% |
| Services And Other Revenue | $25.6M | 7% |
| Per Unit Royalties | $1.8M | 0% |
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% |
