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骏利亨德森集团（JHG）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
骏利亨德森集团的季度营收约是Revvity的1.5倍（$1.1B vs $772.1M），骏利亨德森集团净利率更高（35.3% vs 12.7%，领先22.6%），骏利亨德森集团同比增速更快（61.3% vs 5.9%），骏利亨德森集团自由现金流更多（$320.4M vs $161.8M），过去两年骏利亨德森集团的营收复合增速更高（43.9% vs 9.0%）
骏利亨德森集团是英美联手设立的全球资产管理企业，总部位于英国伦敦金融城，旗下以「骏利亨德森投资者」为运营品牌，面向全球个人投资者、中介顾问及机构客户提供多元金融产品与专业资产管理服务。
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。
JHG vs RVTY — 直观对比
营收规模更大
JHG
是对方的1.5倍
$772.1M
营收增速更快
JHG
高出55.4%
5.9%
净利率更高
JHG
高出22.6%
12.7%
自由现金流更多
JHG
多$158.6M
$161.8M
两年增速更快
JHG
近两年复合增速
9.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $772.1M |
| 净利润 | $403.2M | $98.4M |
| 毛利率 | — | — |
| 营业利润率 | 42.7% | 14.5% |
| 净利率 | 35.3% | 12.7% |
| 营收同比 | 61.3% | 5.9% |
| 净利润同比 | 231.0% | 3.9% |
| 每股收益（稀释后） | $2.59 | $0.86 |
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JHGRVTY
| Q4 25 | $1.1B | $772.1M | ||
| Q3 25 | $700.4M | $698.9M | ||
| Q2 25 | $633.2M | $720.3M | ||
| Q1 25 | $621.4M | $664.8M | ||
| Q4 24 | $708.3M | $729.4M | ||
| Q3 24 | $624.8M | $684.0M | ||
| Q2 24 | $588.4M | $691.7M | ||
| Q1 24 | $551.7M | $649.9M |
净利润JHGRVTY
| Q4 25 | $403.2M | $98.4M | ||
| Q3 25 | $142.1M | $46.7M | ||
| Q2 25 | $149.9M | $53.9M | ||
| Q1 25 | $120.7M | $42.2M | ||
| Q4 24 | $121.8M | $94.6M | ||
| Q3 24 | $27.3M | $94.4M | ||
| Q2 24 | $129.7M | $55.4M | ||
| Q1 24 | $130.1M | $26.0M |
毛利率JHGRVTY
| Q4 25 | — | — | ||
| Q3 25 | — | 53.6% | ||
| Q2 25 | — | 54.5% | ||
| Q1 25 | — | 56.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 56.3% | ||
| Q2 24 | — | 55.7% | ||
| Q1 24 | — | 54.6% |
营业利润率JHGRVTY
| Q4 25 | 42.7% | 14.5% | ||
| Q3 25 | 24.6% | 11.7% | ||
| Q2 25 | 25.9% | 12.6% | ||
| Q1 25 | 24.7% | 10.9% | ||
| Q4 24 | 27.9% | 16.3% | ||
| Q3 24 | 26.4% | 14.3% | ||
| Q2 24 | 27.9% | 12.4% | ||
| Q1 24 | 21.6% | 6.8% |
净利率JHGRVTY
| Q4 25 | 35.3% | 12.7% | ||
| Q3 25 | 20.3% | 6.7% | ||
| Q2 25 | 23.7% | 7.5% | ||
| Q1 25 | 19.4% | 6.4% | ||
| Q4 24 | 17.2% | 13.0% | ||
| Q3 24 | 4.4% | 13.8% | ||
| Q2 24 | 22.0% | 8.0% | ||
| Q1 24 | 23.6% | 4.0% |
每股收益（稀释后）JHGRVTY
| Q4 25 | $2.59 | $0.86 | ||
| Q3 25 | $0.92 | $0.40 | ||
| Q2 25 | $0.95 | $0.46 | ||
| Q1 25 | $0.77 | $0.35 | ||
| Q4 24 | $0.77 | $0.77 | ||
| Q3 24 | $0.17 | $0.77 | ||
| Q2 24 | $0.81 | $0.45 | ||
| Q1 24 | $0.81 | $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 | $1.6B | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.1B | $7.3B |
| 总资产 | $8.3B | $12.2B |
| 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JHGRVTY
| Q4 25 | $1.6B | $919.9M | ||
| Q3 25 | $1.4B | $931.4M | ||
| Q2 25 | $1.3B | $991.8M | ||
| Q1 25 | $1.4B | $1.1B | ||
| Q4 24 | $1.6B | $1.2B | ||
| Q3 24 | $1.8B | $1.2B | ||
| Q2 24 | $1.3B | $2.0B | ||
| Q1 24 | $1.1B | $1.7B |
股东权益JHGRVTY
| Q4 25 | $5.1B | $7.3B | ||
| Q3 25 | $4.8B | $7.4B | ||
| Q2 25 | $4.8B | $7.6B | ||
| Q1 25 | $4.7B | $7.6B | ||
| Q4 24 | $4.6B | $7.7B | ||
| Q3 24 | $4.6B | $7.9B | ||
| Q2 24 | $4.5B | $7.9B | ||
| Q1 24 | $4.4B | $7.8B |
总资产JHGRVTY
| Q4 25 | $8.3B | $12.2B | ||
| Q3 25 | $7.6B | $12.1B | ||
| Q2 25 | $7.5B | $12.4B | ||
| Q1 25 | $7.1B | $12.4B | ||
| Q4 24 | $7.0B | $12.4B | ||
| Q3 24 | $7.3B | $12.8B | ||
| Q2 24 | $6.4B | $13.4B | ||
| Q1 24 | $6.3B | $13.4B |
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 | $322.7M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $320.4M | $161.8M |
| 自由现金流率自由现金流/营收 | 28.0% | 21.0% |
| 资本支出强度资本支出/营收 | 0.2% | 2.6% |
| 现金转化率经营现金流/净利润 | 0.80× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $710.9M | $509.4M |
8季度趋势，按日历期对齐
经营现金流JHGRVTY
| Q4 25 | $322.7M | $182.0M | ||
| Q3 25 | $258.8M | $138.5M | ||
| Q2 25 | $135.2M | $134.3M | ||
| Q1 25 | $2.8M | $128.2M | ||
| Q4 24 | $247.3M | $174.2M | ||
| Q3 24 | $228.5M | $147.9M | ||
| Q2 24 | $223.8M | $158.6M | ||
| Q1 24 | $-5.0M | $147.6M |
自由现金流JHGRVTY
| Q4 25 | $320.4M | $161.8M | ||
| Q3 25 | $256.4M | $120.0M | ||
| Q2 25 | $133.2M | $115.5M | ||
| Q1 25 | $900.0K | $112.2M | ||
| Q4 24 | $243.5M | $149.8M | ||
| Q3 24 | $225.9M | $125.6M | ||
| Q2 24 | $221.9M | $136.6M | ||
| Q1 24 | $-6.8M | $129.7M |
自由现金流率JHGRVTY
| Q4 25 | 28.0% | 21.0% | ||
| Q3 25 | 36.6% | 17.2% | ||
| Q2 25 | 21.0% | 16.0% | ||
| Q1 25 | 0.1% | 16.9% | ||
| Q4 24 | 34.4% | 20.5% | ||
| Q3 24 | 36.2% | 18.4% | ||
| Q2 24 | 37.7% | 19.7% | ||
| Q1 24 | -1.2% | 20.0% |
资本支出强度JHGRVTY
| Q4 25 | 0.2% | 2.6% | ||
| Q3 25 | 0.3% | 2.6% | ||
| Q2 25 | 0.3% | 2.6% | ||
| Q1 25 | 0.3% | 2.4% | ||
| Q4 24 | 0.5% | 3.4% | ||
| Q3 24 | 0.4% | 3.3% | ||
| Q2 24 | 0.3% | 3.2% | ||
| Q1 24 | 0.3% | 2.7% |
现金转化率JHGRVTY
| Q4 25 | 0.80× | 1.85× | ||
| Q3 25 | 1.82× | 2.97× | ||
| Q2 25 | 0.90× | 2.49× | ||
| Q1 25 | 0.02× | 3.03× | ||
| Q4 24 | 2.03× | 1.84× | ||
| Q3 24 | 8.37× | 1.57× | ||
| Q2 24 | 1.73× | 2.87× | ||
| Q1 24 | -0.04× | 5.67× |
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
JHG
| Investment Advice | $585.2M | 51% |
| Investment Performance | $425.8M | 37% |
| Other | $76.4M | 7% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
