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ITRON, INC.（ITRI）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
ITRON, INC.的季度营收约是Revolve Group, Inc.的1.8倍（$587.0M vs $324.4M），ITRON, INC.净利率更高（9.1% vs 5.7%，领先3.4%），Revolve Group, Inc.同比增速更快（10.4% vs -3.3%），ITRON, INC.自由现金流更多（$79.0M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs -1.8%）
Itron, Inc.是美国一家专注于能源与水资源管理的技术企业，总部位于华盛顿州自由湖。公司提供电、气、水及热能计量设备、控制技术、通信系统、配套软件，同时还提供托管运营及咨询服务，可对能源和水资源的消耗情况进行计量与深度分析，助力相关领域的资源高效管理。
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。
ITRI vs RVLV — 直观对比
营收规模更大
ITRI
是对方的1.8倍
$324.4M
营收增速更快
RVLV
高出13.8%
-3.3%
净利率更高
ITRI
高出3.4%
5.7%
自由现金流更多
ITRI
多$92.3M
$-13.3M
两年增速更快
RVLV
近两年复合增速
-1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $587.0M | $324.4M |
| 净利润 | $53.6M | $18.6M |
| 毛利率 | 40.3% | 53.3% |
| 营业利润率 | 11.5% | 6.3% |
| 净利率 | 9.1% | 5.7% |
| 营收同比 | -3.3% | 10.4% |
| 净利润同比 | -18.0% | 50.4% |
| 每股收益（稀释后） | $1.18 | $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ITRIRVLV
| Q1 26 | $587.0M | — | ||
| Q4 25 | $571.7M | $324.4M | ||
| Q3 25 | $581.6M | $295.6M | ||
| Q2 25 | $606.8M | $309.0M | ||
| Q1 25 | $607.2M | $296.7M | ||
| Q4 24 | $612.9M | $293.7M | ||
| Q3 24 | $615.5M | $283.1M | ||
| Q2 24 | $609.1M | $282.5M |
净利润ITRIRVLV
| Q1 26 | $53.6M | — | ||
| Q4 25 | $101.6M | $18.6M | ||
| Q3 25 | $65.6M | $21.2M | ||
| Q2 25 | $68.3M | $10.2M | ||
| Q1 25 | $65.5M | $11.8M | ||
| Q4 24 | $58.1M | $12.3M | ||
| Q3 24 | $78.0M | $11.0M | ||
| Q2 24 | $51.3M | $15.4M |
毛利率ITRIRVLV
| Q1 26 | 40.3% | — | ||
| Q4 25 | 40.5% | 53.3% | ||
| Q3 25 | 37.7% | 54.6% | ||
| Q2 25 | 36.9% | 54.1% | ||
| Q1 25 | 35.8% | 52.0% | ||
| Q4 24 | 34.9% | 52.5% | ||
| Q3 24 | 34.1% | 51.2% | ||
| Q2 24 | 34.6% | 54.0% |
营业利润率ITRIRVLV
| Q1 26 | 11.5% | — | ||
| Q4 25 | 13.8% | 6.3% | ||
| Q3 25 | 14.1% | 7.1% | ||
| Q2 25 | 12.6% | 5.8% | ||
| Q1 25 | 12.6% | 5.0% | ||
| Q4 24 | 10.2% | 3.9% | ||
| Q3 24 | 12.0% | 5.0% | ||
| Q2 24 | 10.6% | 5.8% |
净利率ITRIRVLV
| Q1 26 | 9.1% | — | ||
| Q4 25 | 17.8% | 5.7% | ||
| Q3 25 | 11.3% | 7.2% | ||
| Q2 25 | 11.3% | 3.3% | ||
| Q1 25 | 10.8% | 4.0% | ||
| Q4 24 | 9.5% | 4.2% | ||
| Q3 24 | 12.7% | 3.9% | ||
| Q2 24 | 8.4% | 5.4% |
每股收益（稀释后）ITRIRVLV
| Q1 26 | $1.18 | — | ||
| Q4 25 | $2.20 | $0.27 | ||
| Q3 25 | $1.41 | $0.29 | ||
| Q2 25 | $1.47 | $0.14 | ||
| Q1 25 | $1.42 | $0.16 | ||
| Q4 24 | $1.26 | $0.18 | ||
| Q3 24 | $1.70 | $0.15 | ||
| Q2 24 | $1.10 | $0.21 |
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 | $712.9M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.6B | $512.5M |
| 总资产 | $4.0B | $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ITRIRVLV
| Q1 26 | $712.9M | — | ||
| Q4 25 | $1.0B | $292.3M | ||
| Q3 25 | $1.3B | $315.4M | ||
| Q2 25 | $1.2B | $310.7M | ||
| Q1 25 | $1.1B | $300.8M | ||
| Q4 24 | $1.1B | $256.6M | ||
| Q3 24 | $982.5M | $252.8M | ||
| Q2 24 | $920.6M | $244.7M |
总债务ITRIRVLV
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — |
股东权益ITRIRVLV
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.7B | $512.5M | ||
| Q3 25 | $1.7B | $490.2M | ||
| Q2 25 | $1.6B | $468.6M | ||
| Q1 25 | $1.5B | $453.4M | ||
| Q4 24 | $1.4B | $437.8M | ||
| Q3 24 | $1.3B | $420.8M | ||
| Q2 24 | $1.2B | $405.8M |
总资产ITRIRVLV
| Q1 26 | $4.0B | — | ||
| Q4 25 | $3.7B | $765.0M | ||
| Q3 25 | $3.7B | $751.3M | ||
| Q2 25 | $3.6B | $722.9M | ||
| Q1 25 | $3.5B | $713.9M | ||
| Q4 24 | $3.4B | $665.5M | ||
| Q3 24 | $3.4B | $670.9M | ||
| Q2 24 | $3.3B | $657.8M |
负债/权益比ITRIRVLV
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.91× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 1.02× | — |
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 | $85.5M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $79.0M | $-13.3M |
| 自由现金流率自由现金流/营收 | 13.5% | -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 | 1.60× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $394.6M | $48.0M |
8季度趋势，按日历期对齐
经营现金流ITRIRVLV
| Q1 26 | $85.5M | — | ||
| Q4 25 | $119.3M | $-10.2M | ||
| Q3 25 | $117.8M | $11.8M | ||
| Q2 25 | $96.7M | $12.6M | ||
| Q1 25 | $72.1M | $45.1M | ||
| Q4 24 | $79.8M | $3.9M | ||
| Q3 24 | $65.3M | $9.1M | ||
| Q2 24 | $51.7M | $-24.7M |
自由现金流ITRIRVLV
| Q1 26 | $79.0M | — | ||
| Q4 25 | $111.5M | $-13.3M | ||
| Q3 25 | $113.4M | $7.5M | ||
| Q2 25 | $90.7M | $10.4M | ||
| Q1 25 | $67.5M | $43.4M | ||
| Q4 24 | $70.2M | $2.1M | ||
| Q3 24 | $58.7M | $8.0M | ||
| Q2 24 | $44.6M | $-25.7M |
自由现金流率ITRIRVLV
| Q1 26 | 13.5% | — | ||
| Q4 25 | 19.5% | -4.1% | ||
| Q3 25 | 19.5% | 2.5% | ||
| Q2 25 | 14.9% | 3.4% | ||
| Q1 25 | 11.1% | 14.6% | ||
| Q4 24 | 11.4% | 0.7% | ||
| Q3 24 | 9.5% | 2.8% | ||
| Q2 24 | 7.3% | -9.1% |
资本支出强度ITRIRVLV
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 1.0% | ||
| Q3 25 | 0.8% | 1.5% | ||
| Q2 25 | 1.0% | 0.7% | ||
| Q1 25 | 0.8% | 0.6% | ||
| Q4 24 | 1.6% | 0.6% | ||
| Q3 24 | 1.1% | 0.4% | ||
| Q2 24 | 1.2% | 0.4% |
现金转化率ITRIRVLV
| Q1 26 | 1.60× | — | ||
| Q4 25 | 1.17× | -0.55× | ||
| Q3 25 | 1.80× | 0.56× | ||
| Q2 25 | 1.41× | 1.24× | ||
| Q1 25 | 1.10× | 3.82× | ||
| Q4 24 | 1.37× | 0.32× | ||
| Q3 24 | 0.84× | 0.83× | ||
| Q2 24 | 1.01× | -1.60× |
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
ITRI
| Product revenues | $477.8M | 81% |
| Service revenues | $109.2M | 19% |
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% |
