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骏利亨德森（JBI）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.的季度营收约是骏利亨德森的1.5倍（$324.4M vs $219.3M），骏利亨德森净利率更高（6.9% vs 5.7%，领先1.2%），Revolve Group, Inc.同比增速更快（10.4% vs -4.7%），骏利亨德森自由现金流更多（$8.3M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs -8.8%）
骏利亨德森是一家英美合资的全球资产管理集团，总部位于英国伦敦市。旗下以骏利亨德森投资者为品牌，面向全球个人投资者、中介顾问及机构投资者提供丰富多样的金融产品。
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。
JBI vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.5倍
$219.3M
营收增速更快
RVLV
高出15.1%
-4.7%
净利率更高
JBI
高出1.2%
5.7%
自由现金流更多
JBI
多$21.6M
$-13.3M
两年增速更快
RVLV
近两年复合增速
-8.8%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.3M | $324.4M |
| 净利润 | $15.2M | $18.6M |
| 毛利率 | 39.1% | 53.3% |
| 营业利润率 | 13.4% | 6.3% |
| 净利率 | 6.9% | 5.7% |
| 营收同比 | -4.7% | 10.4% |
| 净利润同比 | 28.8% | 50.4% |
| 每股收益（稀释后） | $0.11 | $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JBIRVLV
| Q4 25 | — | $324.4M | ||
| Q3 25 | $219.3M | $295.6M | ||
| Q2 25 | $228.1M | $309.0M | ||
| Q1 25 | $210.5M | $296.7M | ||
| Q4 24 | $230.8M | $293.7M | ||
| Q3 24 | $230.1M | $283.1M | ||
| Q2 24 | $248.4M | $282.5M | ||
| Q1 24 | $254.5M | $270.6M |
净利润JBIRVLV
| Q4 25 | — | $18.6M | ||
| Q3 25 | $15.2M | $21.2M | ||
| Q2 25 | $20.7M | $10.2M | ||
| Q1 25 | $10.8M | $11.8M | ||
| Q4 24 | $300.0K | $12.3M | ||
| Q3 24 | $11.8M | $11.0M | ||
| Q2 24 | $27.6M | $15.4M | ||
| Q1 24 | $30.7M | $10.9M |
毛利率JBIRVLV
| Q4 25 | — | 53.3% | ||
| Q3 25 | 39.1% | 54.6% | ||
| Q2 25 | 40.9% | 54.1% | ||
| Q1 25 | 38.9% | 52.0% | ||
| Q4 24 | 37.8% | 52.5% | ||
| Q3 24 | 39.6% | 51.2% | ||
| Q2 24 | 43.9% | 54.0% | ||
| Q1 24 | 43.4% | 52.3% |
营业利润率JBIRVLV
| Q4 25 | — | 6.3% | ||
| Q3 25 | 13.4% | 7.1% | ||
| Q2 25 | 15.8% | 5.8% | ||
| Q1 25 | 12.0% | 5.0% | ||
| Q4 24 | 5.5% | 3.9% | ||
| Q3 24 | 11.6% | 5.0% | ||
| Q2 24 | 20.8% | 5.8% | ||
| Q1 24 | 21.8% | 3.4% |
净利率JBIRVLV
| Q4 25 | — | 5.7% | ||
| Q3 25 | 6.9% | 7.2% | ||
| Q2 25 | 9.1% | 3.3% | ||
| Q1 25 | 5.1% | 4.0% | ||
| Q4 24 | 0.1% | 4.2% | ||
| Q3 24 | 5.1% | 3.9% | ||
| Q2 24 | 11.1% | 5.4% | ||
| Q1 24 | 12.1% | 4.0% |
每股收益（稀释后）JBIRVLV
| Q4 25 | — | $0.27 | ||
| Q3 25 | $0.11 | $0.29 | ||
| Q2 25 | $0.15 | $0.14 | ||
| Q1 25 | $0.08 | $0.16 | ||
| Q4 24 | $0.01 | $0.18 | ||
| Q3 24 | $0.08 | $0.15 | ||
| Q2 24 | $0.19 | $0.21 | ||
| Q1 24 | $0.21 | $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 | — | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $560.8M | $512.5M |
| 总资产 | $1.3B | $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JBIRVLV
| Q4 25 | — | $292.3M | ||
| Q3 25 | — | $315.4M | ||
| Q2 25 | — | $310.7M | ||
| Q1 25 | — | $300.8M | ||
| Q4 24 | — | $256.6M | ||
| Q3 24 | $102.1M | $252.8M | ||
| Q2 24 | $110.1M | $244.7M | ||
| Q1 24 | — | $273.4M |
股东权益JBIRVLV
| Q4 25 | — | $512.5M | ||
| Q3 25 | $560.8M | $490.2M | ||
| Q2 25 | $543.8M | $468.6M | ||
| Q1 25 | $526.8M | $453.4M | ||
| Q4 24 | $518.8M | $437.8M | ||
| Q3 24 | $526.6M | $420.8M | ||
| Q2 24 | $556.3M | $405.8M | ||
| Q1 24 | $535.4M | $389.9M |
总资产JBIRVLV
| Q4 25 | — | $765.0M | ||
| Q3 25 | $1.3B | $751.3M | ||
| Q2 25 | $1.3B | $722.9M | ||
| Q1 25 | $1.3B | $713.9M | ||
| Q4 24 | $1.3B | $665.5M | ||
| Q3 24 | $1.3B | $670.9M | ||
| Q2 24 | $1.3B | $657.8M | ||
| Q1 24 | $1.4B | $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 | $15.0M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $8.3M | $-13.3M |
| 自由现金流率自由现金流/营收 | 3.8% | -4.1% |
| 资本支出强度资本支出/营收 | 3.1% | 1.0% |
| 现金转化率经营现金流/净利润 | 0.99× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $140.1M | $48.0M |
8季度趋势，按日历期对齐
经营现金流JBIRVLV
| Q4 25 | — | $-10.2M | ||
| Q3 25 | $15.0M | $11.8M | ||
| Q2 25 | $51.4M | $12.6M | ||
| Q1 25 | $48.3M | $45.1M | ||
| Q4 24 | $51.4M | $3.9M | ||
| Q3 24 | $43.0M | $9.1M | ||
| Q2 24 | $31.0M | $-24.7M | ||
| Q1 24 | $28.6M | $38.4M |
自由现金流JBIRVLV
| Q4 25 | — | $-13.3M | ||
| Q3 25 | $8.3M | $7.5M | ||
| Q2 25 | $44.6M | $10.4M | ||
| Q1 25 | $41.9M | $43.4M | ||
| Q4 24 | $45.3M | $2.1M | ||
| Q3 24 | $39.3M | $8.0M | ||
| Q2 24 | $25.3M | $-25.7M | ||
| Q1 24 | $24.0M | $36.7M |
自由现金流率JBIRVLV
| Q4 25 | — | -4.1% | ||
| Q3 25 | 3.8% | 2.5% | ||
| Q2 25 | 19.6% | 3.4% | ||
| Q1 25 | 19.9% | 14.6% | ||
| Q4 24 | 19.6% | 0.7% | ||
| Q3 24 | 17.1% | 2.8% | ||
| Q2 24 | 10.2% | -9.1% | ||
| Q1 24 | 9.4% | 13.5% |
资本支出强度JBIRVLV
| Q4 25 | — | 1.0% | ||
| Q3 25 | 3.1% | 1.5% | ||
| Q2 25 | 3.0% | 0.7% | ||
| Q1 25 | 3.0% | 0.6% | ||
| Q4 24 | 2.6% | 0.6% | ||
| Q3 24 | 1.6% | 0.4% | ||
| Q2 24 | 2.3% | 0.4% | ||
| Q1 24 | 1.8% | 0.6% |
现金转化率JBIRVLV
| Q4 25 | — | -0.55× | ||
| Q3 25 | 0.99× | 0.56× | ||
| Q2 25 | 2.48× | 1.24× | ||
| Q1 25 | 4.47× | 3.82× | ||
| Q4 24 | 171.33× | 0.32× | ||
| Q3 24 | 3.64× | 0.83× | ||
| Q2 24 | 1.12× | -1.60× | ||
| Q1 24 | 0.93× | 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
JBI
| Self Storage New Construction | $72.3M | 33% |
| Commercial And Others | $65.5M | 30% |
| Self Storage R3 | $54.0M | 25% |
| Transferred At Point In Time | $15.5M | 7% |
| Transferred Over Time | $12.8M | 6% |
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% |
