vs
IMMERSION CORP（IMMR）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
Revvity的季度营收约是IMMERSION CORP的1.9倍（$711.1M vs $372.9M），Revvity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 13.1%），过去两年IMMERSION CORP的营收复合增速更高（537.9% vs 1.4%）
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。
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。
IMMR vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.9倍
$372.9M
营收增速更快
IMMR
高出737.3%
13.1%
净利率更高
RVTY
高出10.3%
-4.6%
两年增速更快
IMMR
近两年复合增速
1.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $372.9M | $711.1M |
| 净利润 | $-17.0M | $40.7M |
| 毛利率 | — | 54.5% |
| 营业利润率 | -2.8% | — |
| 净利率 | -4.6% | 5.7% |
| 营收同比 | 750.4% | 13.1% |
| 净利润同比 | -191.3% | 361.2% |
| 每股收益（稀释后） | $-0.57 | — |
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IMMRRVTY
| Q1 26 | — | $711.1M | ||
| Q4 25 | — | $772.1M | ||
| Q3 25 | — | $698.9M | ||
| Q2 25 | $372.9M | $720.3M | ||
| Q1 25 | $471.3M | $664.8M | ||
| Q4 24 | $616.2M | $729.4M | ||
| Q3 24 | — | $684.0M | ||
| Q2 24 | $95.5M | $691.7M |
净利润IMMRRVTY
| Q1 26 | — | $40.7M | ||
| Q4 25 | — | $98.4M | ||
| Q3 25 | — | $46.7M | ||
| Q2 25 | $-17.0M | $53.9M | ||
| Q1 25 | $24.1M | $42.2M | ||
| Q4 24 | $30.8M | $94.6M | ||
| Q3 24 | — | $94.4M | ||
| Q2 24 | $26.4M | $55.4M |
毛利率IMMRRVTY
| Q1 26 | — | 54.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 53.6% | ||
| Q2 25 | — | 54.5% | ||
| Q1 25 | — | 56.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 56.3% | ||
| Q2 24 | — | 55.7% |
营业利润率IMMRRVTY
| Q1 26 | — | — | ||
| Q4 25 | — | 14.5% | ||
| Q3 25 | — | 11.7% | ||
| Q2 25 | -2.8% | 12.6% | ||
| Q1 25 | 7.5% | 10.9% | ||
| Q4 24 | 11.4% | 16.3% | ||
| Q3 24 | — | 14.3% | ||
| Q2 24 | 23.7% | 12.4% |
净利率IMMRRVTY
| Q1 26 | — | 5.7% | ||
| Q4 25 | — | 12.7% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | -4.6% | 7.5% | ||
| Q1 25 | 5.1% | 6.4% | ||
| Q4 24 | 5.0% | 13.0% | ||
| Q3 24 | — | 13.8% | ||
| Q2 24 | 27.7% | 8.0% |
每股收益（稀释后）IMMRRVTY
| Q1 26 | — | — | ||
| Q4 25 | — | $0.86 | ||
| Q3 25 | — | $0.40 | ||
| Q2 25 | $-0.57 | $0.46 | ||
| Q1 25 | $0.73 | $0.35 | ||
| Q4 24 | $0.93 | $0.77 | ||
| Q3 24 | — | $0.77 | ||
| Q2 24 | $0.81 | $0.45 |
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 | $860.3M |
| 总债务越低越好 | $103.1M | $3.2B |
| 股东权益账面价值 | $298.1M | $7.2B |
| 总资产 | $1.1B | $12.0B |
| 负债/权益比越低杠杆越低 | 0.35× | 0.45× |
8季度趋势，按日历期对齐
现金及短期投资IMMRRVTY
| Q1 26 | — | $860.3M | ||
| Q4 25 | — | $919.9M | ||
| Q3 25 | — | $931.4M | ||
| Q2 25 | $161.4M | $991.8M | ||
| Q1 25 | $153.9M | $1.1B | ||
| Q4 24 | $159.3M | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $133.4M | $2.0B |
总债务IMMRRVTY
| Q1 26 | — | $3.2B | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $103.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益IMMRRVTY
| Q1 26 | — | $7.2B | ||
| Q4 25 | — | $7.3B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | $298.1M | $7.6B | ||
| Q1 25 | $317.9M | $7.6B | ||
| Q4 24 | $305.5M | $7.7B | ||
| Q3 24 | — | $7.9B | ||
| Q2 24 | $273.4M | $7.9B |
总资产IMMRRVTY
| Q1 26 | — | $12.0B | ||
| Q4 25 | — | $12.2B | ||
| Q3 25 | — | $12.1B | ||
| Q2 25 | $1.1B | $12.4B | ||
| Q1 25 | $1.4B | $12.4B | ||
| Q4 24 | $1.4B | $12.4B | ||
| Q3 24 | — | $12.8B | ||
| Q2 24 | $1.2B | $13.4B |
负债/权益比IMMRRVTY
| Q1 26 | — | 0.45× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — | $125.9M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 2.8% |
| 现金转化率经营现金流/净利润 | — | 3.09× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流IMMRRVTY
| Q1 26 | — | $125.9M | ||
| Q4 25 | — | $182.0M | ||
| Q3 25 | — | $138.5M | ||
| Q2 25 | — | $134.3M | ||
| Q1 25 | $-43.7M | $128.2M | ||
| Q4 24 | — | $174.2M | ||
| Q3 24 | — | $147.9M | ||
| Q2 24 | $-85.9M | $158.6M |
自由现金流IMMRRVTY
| Q1 26 | — | — | ||
| Q4 25 | — | $161.8M | ||
| Q3 25 | — | $120.0M | ||
| Q2 25 | — | $115.5M | ||
| Q1 25 | $-46.2M | $112.2M | ||
| Q4 24 | — | $149.8M | ||
| Q3 24 | — | $125.6M | ||
| Q2 24 | — | $136.6M |
自由现金流率IMMRRVTY
| Q1 26 | — | — | ||
| Q4 25 | — | 21.0% | ||
| Q3 25 | — | 17.2% | ||
| Q2 25 | — | 16.0% | ||
| Q1 25 | -9.8% | 16.9% | ||
| Q4 24 | — | 20.5% | ||
| Q3 24 | — | 18.4% | ||
| Q2 24 | — | 19.7% |
资本支出强度IMMRRVTY
| Q1 26 | — | 2.8% | ||
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | 0.5% | 2.4% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | — | 3.3% | ||
| Q2 24 | — | 3.2% |
现金转化率IMMRRVTY
| Q1 26 | — | 3.09× | ||
| Q4 25 | — | 1.85× | ||
| Q3 25 | — | 2.97× | ||
| Q2 25 | — | 2.49× | ||
| Q1 25 | -1.82× | 3.03× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | — | 1.57× | ||
| Q2 24 | -3.25× | 2.87× |
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% |
RVTY
暂无分部数据
