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IREN Ltd（IREN）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IREN Ltd的1.8倍（$324.4M vs $184.7M），Revolve Group, Inc.净利率更高（5.7% vs -84.1%，领先89.9%），IREN Ltd同比增速更快（59.0% vs 10.4%），Revolve Group, Inc.自由现金流更多（$-13.3M vs $-468.0M）
IREN Ltd是一家垂直整合的数据中心企业，依托可再生能源为比特币、人工智能等前沿领域发展提供算力支撑，旗下设施策略性布局于美国及加拿大境内可再生能源丰富、光纤网络完善的区域。
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。
IREN vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.8倍
$184.7M
营收增速更快
IREN
高出48.6%
10.4%
净利率更高
RVLV
高出89.9%
-84.1%
自由现金流更多
RVLV
多$454.8M
$-468.0M
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $184.7M | $324.4M |
| 净利润 | $-155.4M | $18.6M |
| 毛利率 | 64.4% | 53.3% |
| 营业利润率 | -63.0% | 6.3% |
| 净利率 | -84.1% | 5.7% |
| 营收同比 | 59.0% | 10.4% |
| 净利润同比 | -610.0% | 50.4% |
| 每股收益（稀释后） | $-0.52 | $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IRENRVLV
| Q4 25 | $184.7M | $324.4M | ||
| Q3 25 | $240.3M | $295.6M | ||
| Q2 25 | — | $309.0M | ||
| Q1 25 | — | $296.7M | ||
| Q4 24 | $116.1M | $293.7M | ||
| Q3 24 | $52.8M | $283.1M | ||
| Q2 24 | — | $282.5M | ||
| Q1 24 | $54.3M | $270.6M |
净利润IRENRVLV
| Q4 25 | $-155.4M | $18.6M | ||
| Q3 25 | $384.6M | $21.2M | ||
| Q2 25 | — | $10.2M | ||
| Q1 25 | — | $11.8M | ||
| Q4 24 | $-21.9M | $12.3M | ||
| Q3 24 | $-51.7M | $11.0M | ||
| Q2 24 | — | $15.4M | ||
| Q1 24 | $8.6M | $10.9M |
毛利率IRENRVLV
| Q4 25 | 64.4% | 53.3% | ||
| Q3 25 | 66.4% | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | 72.2% | 52.5% | ||
| Q3 24 | 39.6% | 51.2% | ||
| Q2 24 | — | 54.0% | ||
| Q1 24 | — | 52.3% |
营业利润率IRENRVLV
| Q4 25 | -63.0% | 6.3% | ||
| Q3 25 | -31.8% | 7.1% | ||
| Q2 25 | — | 5.8% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | 14.9% | 3.9% | ||
| Q3 24 | -89.2% | 5.0% | ||
| Q2 24 | — | 5.8% | ||
| Q1 24 | 11.1% | 3.4% |
净利率IRENRVLV
| Q4 25 | -84.1% | 5.7% | ||
| Q3 25 | 160.1% | 7.2% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | -18.8% | 4.2% | ||
| Q3 24 | -98.0% | 3.9% | ||
| Q2 24 | — | 5.4% | ||
| Q1 24 | 15.9% | 4.0% |
每股收益（稀释后）IRENRVLV
| Q4 25 | $-0.52 | $0.27 | ||
| Q3 25 | $1.08 | $0.29 | ||
| Q2 25 | — | $0.14 | ||
| Q1 25 | — | $0.16 | ||
| Q4 24 | $-0.10 | $0.18 | ||
| Q3 24 | $-0.27 | $0.15 | ||
| Q2 24 | — | $0.21 | ||
| Q1 24 | $0.00 | $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 | $3.3B | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.5B | $512.5M |
| 总资产 | $7.0B | $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IRENRVLV
| Q4 25 | $3.3B | $292.3M | ||
| Q3 25 | $1.0B | $315.4M | ||
| Q2 25 | — | $310.7M | ||
| Q1 25 | — | $300.8M | ||
| Q4 24 | $427.3M | $256.6M | ||
| Q3 24 | $98.6M | $252.8M | ||
| Q2 24 | — | $244.7M | ||
| Q1 24 | $259.7M | $273.4M |
股东权益IRENRVLV
| Q4 25 | $2.5B | $512.5M | ||
| Q3 25 | $2.9B | $490.2M | ||
| Q2 25 | — | $468.6M | ||
| Q1 25 | — | $453.4M | ||
| Q4 24 | $1.2B | $437.8M | ||
| Q3 24 | $1.1B | $420.8M | ||
| Q2 24 | — | $405.8M | ||
| Q1 24 | $677.2M | $389.9M |
总资产IRENRVLV
| Q4 25 | $7.0B | $765.0M | ||
| Q3 25 | $4.3B | $751.3M | ||
| Q2 25 | — | $722.9M | ||
| Q1 25 | — | $713.9M | ||
| Q4 24 | $1.9B | $665.5M | ||
| Q3 24 | $1.3B | $670.9M | ||
| Q2 24 | — | $657.8M | ||
| Q1 24 | $723.6M | $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 | $71.7M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $-468.0M | $-13.3M |
| 自由现金流率自由现金流/营收 | -253.4% | -4.1% |
| 资本支出强度资本支出/营收 | 292.2% | 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 | $-701.2M | $48.0M |
8季度趋势，按日历期对齐
经营现金流IRENRVLV
| Q4 25 | $71.7M | $-10.2M | ||
| Q3 25 | $142.4M | $11.8M | ||
| Q2 25 | — | $12.6M | ||
| Q1 25 | — | $45.1M | ||
| Q4 24 | $53.6M | $3.9M | ||
| Q3 24 | $-3.9M | $9.1M | ||
| Q2 24 | — | $-24.7M | ||
| Q1 24 | $-27.1M | $38.4M |
自由现金流IRENRVLV
| Q4 25 | $-468.0M | $-13.3M | ||
| Q3 25 | $-38.0M | $7.5M | ||
| Q2 25 | — | $10.4M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | $-85.5M | $2.1M | ||
| Q3 24 | $-109.7M | $8.0M | ||
| Q2 24 | — | $-25.7M | ||
| Q1 24 | $-108.3M | $36.7M |
自由现金流率IRENRVLV
| Q4 25 | -253.4% | -4.1% | ||
| Q3 25 | -15.8% | 2.5% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | -73.6% | 0.7% | ||
| Q3 24 | -208.0% | 2.8% | ||
| Q2 24 | — | -9.1% | ||
| Q1 24 | -199.4% | 13.5% |
资本支出强度IRENRVLV
| Q4 25 | 292.2% | 1.0% | ||
| Q3 25 | 75.0% | 1.5% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | 119.7% | 0.6% | ||
| Q3 24 | 200.6% | 0.4% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | 149.5% | 0.6% |
现金转化率IRENRVLV
| Q4 25 | — | -0.55× | ||
| Q3 25 | 0.37× | 0.56× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | -1.60× | ||
| Q1 24 | -3.13× | 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
IREN
| Bitcoin Mining Revenue | $167.4M | 91% |
| AI Cloud Services | $17.3M | 9% |
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% |
