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Samsara Inc.（IOT）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
Samsara Inc.的季度营收约是Revolve Group, Inc.的1.3倍（$416.0M vs $324.4M），Revolve Group, Inc.净利率更高（5.7% vs 1.9%，领先3.9%），Samsara Inc.同比增速更快（29.2% vs 10.4%），Samsara Inc.自由现金流更多（$55.8M vs $-13.3M），过去两年Samsara Inc.的营收复合增速更高（22.7% vs 9.5%）
Samsara Inc.是总部位于美国加利福尼亚州旧金山的物联网企业，专注为实体运营场景提供车联网软件及数据分析服务，客户覆盖北美、欧洲多地。旗下互联运营云平台服务交通、建筑、能源、公用事业、公共部门、零售等领域，助力提升运营的安全性与效率。
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。
IOT vs RVLV — 直观对比
营收规模更大
IOT
是对方的1.3倍
$324.4M
营收增速更快
IOT
高出18.8%
10.4%
净利率更高
RVLV
高出3.9%
1.9%
自由现金流更多
IOT
多$69.1M
$-13.3M
两年增速更快
IOT
近两年复合增速
9.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $416.0M | $324.4M |
| 净利润 | $7.8M | $18.6M |
| 毛利率 | 76.7% | 53.3% |
| 营业利润率 | -0.4% | 6.3% |
| 净利率 | 1.9% | 5.7% |
| 营收同比 | 29.2% | 10.4% |
| 净利润同比 | 120.5% | 50.4% |
| 每股收益（稀释后） | $0.01 | $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IOTRVLV
| Q4 25 | $416.0M | $324.4M | ||
| Q3 25 | $391.5M | $295.6M | ||
| Q2 25 | $366.9M | $309.0M | ||
| Q1 25 | $346.3M | $296.7M | ||
| Q4 24 | $322.0M | $293.7M | ||
| Q3 24 | $300.2M | $283.1M | ||
| Q2 24 | $280.7M | $282.5M | ||
| Q1 24 | $276.3M | $270.6M |
净利润IOTRVLV
| Q4 25 | $7.8M | $18.6M | ||
| Q3 25 | $-16.8M | $21.2M | ||
| Q2 25 | $-22.1M | $10.2M | ||
| Q1 25 | $-11.2M | $11.8M | ||
| Q4 24 | $-37.8M | $12.3M | ||
| Q3 24 | $-49.6M | $11.0M | ||
| Q2 24 | $-56.3M | $15.4M | ||
| Q1 24 | $-113.4M | $10.9M |
毛利率IOTRVLV
| Q4 25 | 76.7% | 53.3% | ||
| Q3 25 | 76.9% | 54.6% | ||
| Q2 25 | 77.3% | 54.1% | ||
| Q1 25 | 76.8% | 52.0% | ||
| Q4 24 | 76.4% | 52.5% | ||
| Q3 24 | 75.6% | 51.2% | ||
| Q2 24 | 75.6% | 54.0% | ||
| Q1 24 | 75.0% | 52.3% |
营业利润率IOTRVLV
| Q4 25 | -0.4% | 6.3% | ||
| Q3 25 | -6.8% | 7.1% | ||
| Q2 25 | -9.1% | 5.8% | ||
| Q1 25 | -5.3% | 5.0% | ||
| Q4 24 | -14.7% | 3.9% | ||
| Q3 24 | -19.4% | 5.0% | ||
| Q2 24 | -23.5% | 5.8% | ||
| Q1 24 | -44.5% | 3.4% |
净利率IOTRVLV
| Q4 25 | 1.9% | 5.7% | ||
| Q3 25 | -4.3% | 7.2% | ||
| Q2 25 | -6.0% | 3.3% | ||
| Q1 25 | -3.2% | 4.0% | ||
| Q4 24 | -11.7% | 4.2% | ||
| Q3 24 | -16.5% | 3.9% | ||
| Q2 24 | -20.1% | 5.4% | ||
| Q1 24 | -41.0% | 4.0% |
每股收益（稀释后）IOTRVLV
| Q4 25 | $0.01 | $0.27 | ||
| Q3 25 | $-0.03 | $0.29 | ||
| Q2 25 | $-0.04 | $0.14 | ||
| Q1 25 | $-0.02 | $0.16 | ||
| Q4 24 | $-0.07 | $0.18 | ||
| Q3 24 | $-0.09 | $0.15 | ||
| Q2 24 | $-0.10 | $0.21 | ||
| Q1 24 | $-0.22 | $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 | $275.1M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $512.5M |
| 总资产 | $2.3B | $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IOTRVLV
| Q4 25 | $275.1M | $292.3M | ||
| Q3 25 | $258.5M | $315.4M | ||
| Q2 25 | $259.0M | $310.7M | ||
| Q1 25 | $227.6M | $300.8M | ||
| Q4 24 | $160.3M | $256.6M | ||
| Q3 24 | $159.3M | $252.8M | ||
| Q2 24 | $162.5M | $244.7M | ||
| Q1 24 | $135.5M | $273.4M |
股东权益IOTRVLV
| Q4 25 | $1.3B | $512.5M | ||
| Q3 25 | $1.2B | $490.2M | ||
| Q2 25 | $1.1B | $468.6M | ||
| Q1 25 | $1.1B | $453.4M | ||
| Q4 24 | $999.1M | $437.8M | ||
| Q3 24 | $964.7M | $420.8M | ||
| Q2 24 | $923.9M | $405.8M | ||
| Q1 24 | $915.1M | $389.9M |
总资产IOTRVLV
| Q4 25 | $2.3B | $765.0M | ||
| Q3 25 | $2.2B | $751.3M | ||
| Q2 25 | $2.1B | $722.9M | ||
| Q1 25 | $2.0B | $713.9M | ||
| Q4 24 | $1.9B | $665.5M | ||
| Q3 24 | $1.8B | $670.9M | ||
| Q2 24 | $1.7B | $657.8M | ||
| Q1 24 | $1.7B | $650.0M |
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 | $63.7M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $55.8M | $-13.3M |
| 自由现金流率自由现金流/营收 | 13.4% | -4.1% |
| 资本支出强度资本支出/营收 | 1.9% | 1.0% |
| 现金转化率经营现金流/净利润 | 8.20× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $194.2M | $48.0M |
8季度趋势，按日历期对齐
经营现金流IOTRVLV
| Q4 25 | $63.7M | $-10.2M | ||
| Q3 25 | $50.2M | $11.8M | ||
| Q2 25 | $52.6M | $12.6M | ||
| Q1 25 | $53.9M | $45.1M | ||
| Q4 24 | $36.0M | $3.9M | ||
| Q3 24 | $18.1M | $9.1M | ||
| Q2 24 | $23.7M | $-24.7M | ||
| Q1 24 | $-41.9M | $38.4M |
自由现金流IOTRVLV
| Q4 25 | $55.8M | $-13.3M | ||
| Q3 25 | $44.2M | $7.5M | ||
| Q2 25 | $45.7M | $10.4M | ||
| Q1 25 | $48.5M | $43.4M | ||
| Q4 24 | $31.2M | $2.1M | ||
| Q3 24 | $13.1M | $8.0M | ||
| Q2 24 | $18.6M | $-25.7M | ||
| Q1 24 | $-44.0M | $36.7M |
自由现金流率IOTRVLV
| Q4 25 | 13.4% | -4.1% | ||
| Q3 25 | 11.3% | 2.5% | ||
| Q2 25 | 12.5% | 3.4% | ||
| Q1 25 | 14.0% | 14.6% | ||
| Q4 24 | 9.7% | 0.7% | ||
| Q3 24 | 4.4% | 2.8% | ||
| Q2 24 | 6.6% | -9.1% | ||
| Q1 24 | -15.9% | 13.5% |
资本支出强度IOTRVLV
| Q4 25 | 1.9% | 1.0% | ||
| Q3 25 | 1.5% | 1.5% | ||
| Q2 25 | 1.9% | 0.7% | ||
| Q1 25 | 1.5% | 0.6% | ||
| Q4 24 | 1.5% | 0.6% | ||
| Q3 24 | 1.7% | 0.4% | ||
| Q2 24 | 1.8% | 0.4% | ||
| Q1 24 | 0.8% | 0.6% |
现金转化率IOTRVLV
| Q4 25 | 8.20× | -0.55× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 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
IOT
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% |
