vs
光辉国际(KFY)与Revvity(RVTY)财务数据对比。点击上方公司名可切换其他公司
Revvity的季度营收约是光辉国际的1.1倍($772.1M vs $729.8M),Revvity净利率更高(12.7% vs 9.9%,领先2.8%),光辉国际同比增速更快(7.0% vs 5.9%),Revvity自由现金流更多($161.8M vs $100.7M),过去两年Revvity的营收复合增速更高(9.0% vs 3.8%)
光辉国际是一家总部位于美国加利福尼亚州洛杉矶的管理咨询企业,成立于1969年。截至2019年,公司在全球53个国家设有111个办事处,员工总数达8198名,旗下设有咨询、数字化、高管寻访、招聘流程外包及专业人才寻访四大业务板块,为全球客户提供全方位的人力资源及管理解决方案。
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。
KFY vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.1倍
$729.8M
营收增速更快
KFY
高出1.2%
5.9%
净利率更高
RVTY
高出2.8%
9.9%
自由现金流更多
RVTY
多$61.1M
$100.7M
两年增速更快
RVTY
近两年复合增速
3.8%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $729.8M | $772.1M |
| 净利润 | $72.4M | $98.4M |
| 毛利率 | — | — |
| 营业利润率 | 13.5% | 14.5% |
| 净利率 | 9.9% | 12.7% |
| 营收同比 | 7.0% | 5.9% |
| 净利润同比 | 19.1% | 3.9% |
| 每股收益(稀释后) | $1.36 | $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
KFY
RVTY
| Q4 25 | $729.8M | $772.1M | ||
| Q3 25 | $715.5M | $698.9M | ||
| Q2 25 | $719.8M | $720.3M | ||
| Q1 25 | $676.5M | $664.8M | ||
| Q4 24 | $682.0M | $729.4M | ||
| Q3 24 | $682.8M | $684.0M | ||
| Q2 24 | $699.9M | $691.7M | ||
| Q1 24 | $676.9M | $649.9M |
净利润
KFY
RVTY
| Q4 25 | $72.4M | $98.4M | ||
| Q3 25 | $66.6M | $46.7M | ||
| Q2 25 | $64.2M | $53.9M | ||
| Q1 25 | $58.4M | $42.2M | ||
| Q4 24 | $60.8M | $94.6M | ||
| Q3 24 | $62.6M | $94.4M | ||
| Q2 24 | $65.2M | $55.4M | ||
| Q1 24 | $59.1M | $26.0M |
毛利率
KFY
RVTY
| 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
KFY
RVTY
| Q4 25 | 13.5% | 14.5% | ||
| Q3 25 | 11.7% | 11.7% | ||
| Q2 25 | 14.5% | 12.6% | ||
| Q1 25 | 11.6% | 10.9% | ||
| Q4 24 | 12.8% | 16.3% | ||
| Q3 24 | 11.1% | 14.3% | ||
| Q2 24 | 11.9% | 12.4% | ||
| Q1 24 | 7.4% | 6.8% |
净利率
KFY
RVTY
| Q4 25 | 9.9% | 12.7% | ||
| Q3 25 | 9.3% | 6.7% | ||
| Q2 25 | 8.9% | 7.5% | ||
| Q1 25 | 8.6% | 6.4% | ||
| Q4 24 | 8.9% | 13.0% | ||
| Q3 24 | 9.2% | 13.8% | ||
| Q2 24 | 9.3% | 8.0% | ||
| Q1 24 | 8.7% | 4.0% |
每股收益(稀释后)
KFY
RVTY
| Q4 25 | $1.36 | $0.86 | ||
| Q3 25 | $1.26 | $0.40 | ||
| Q2 25 | $1.19 | $0.46 | ||
| Q1 25 | $1.10 | $0.35 | ||
| Q4 24 | $1.14 | $0.77 | ||
| Q3 24 | $1.17 | $0.77 | ||
| Q2 24 | $1.25 | $0.45 | ||
| Q1 24 | $1.13 | $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 | $801.1M | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.9B | $7.3B |
| 总资产 | $3.7B | $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
KFY
RVTY
| Q4 25 | $801.1M | $919.9M | ||
| Q3 25 | $721.1M | $931.4M | ||
| Q2 25 | $1.0B | $991.8M | ||
| Q1 25 | $820.0M | $1.1B | ||
| Q4 24 | $735.5M | $1.2B | ||
| Q3 24 | $674.0M | $1.2B | ||
| Q2 24 | $983.7M | $2.0B | ||
| Q1 24 | $782.5M | $1.7B |
股东权益
KFY
RVTY
| Q4 25 | $1.9B | $7.3B | ||
| Q3 25 | $1.9B | $7.4B | ||
| Q2 25 | $1.9B | $7.6B | ||
| Q1 25 | $1.8B | $7.6B | ||
| Q4 24 | $1.8B | $7.7B | ||
| Q3 24 | $1.8B | $7.9B | ||
| Q2 24 | $1.7B | $7.9B | ||
| Q1 24 | $1.7B | $7.8B |
总资产
KFY
RVTY
| Q4 25 | $3.7B | $12.2B | ||
| Q3 25 | $3.6B | $12.1B | ||
| Q2 25 | $3.9B | $12.4B | ||
| Q1 25 | $3.6B | $12.4B | ||
| Q4 24 | $3.5B | $12.4B | ||
| Q3 24 | $3.4B | $12.8B | ||
| Q2 24 | $3.7B | $13.4B | ||
| Q1 24 | $3.6B | $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 | $121.4M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $100.7M | $161.8M |
| 自由现金流率自由现金流/营收 | 13.8% | 21.0% |
| 资本支出强度资本支出/营收 | 2.8% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.68× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $272.6M | $509.4M |
8季度趋势,按日历期对齐
经营现金流
KFY
RVTY
| Q4 25 | $121.4M | $182.0M | ||
| Q3 25 | $-237.4M | $138.5M | ||
| Q2 25 | $255.8M | $134.3M | ||
| Q1 25 | $213.7M | $128.2M | ||
| Q4 24 | $122.0M | $174.2M | ||
| Q3 24 | $-227.2M | $147.9M | ||
| Q2 24 | $261.9M | $158.6M | ||
| Q1 24 | $164.0M | $147.6M |
自由现金流
KFY
RVTY
| Q4 25 | $100.7M | $161.8M | ||
| Q3 25 | $-260.0M | $120.0M | ||
| Q2 25 | $235.5M | $115.5M | ||
| Q1 25 | $196.4M | $112.2M | ||
| Q4 24 | $107.7M | $149.8M | ||
| Q3 24 | $-237.7M | $125.6M | ||
| Q2 24 | $250.0M | $136.6M | ||
| Q1 24 | $152.3M | $129.7M |
自由现金流率
KFY
RVTY
| Q4 25 | 13.8% | 21.0% | ||
| Q3 25 | -36.3% | 17.2% | ||
| Q2 25 | 32.7% | 16.0% | ||
| Q1 25 | 29.0% | 16.9% | ||
| Q4 24 | 15.8% | 20.5% | ||
| Q3 24 | -34.8% | 18.4% | ||
| Q2 24 | 35.7% | 19.7% | ||
| Q1 24 | 22.5% | 20.0% |
资本支出强度
KFY
RVTY
| Q4 25 | 2.8% | 2.6% | ||
| Q3 25 | 3.2% | 2.6% | ||
| Q2 25 | 2.8% | 2.6% | ||
| Q1 25 | 2.6% | 2.4% | ||
| Q4 24 | 2.1% | 3.4% | ||
| Q3 24 | 1.5% | 3.3% | ||
| Q2 24 | 1.7% | 3.2% | ||
| Q1 24 | 1.7% | 2.7% |
现金转化率
KFY
RVTY
| Q4 25 | 1.68× | 1.85× | ||
| Q3 25 | -3.56× | 2.97× | ||
| Q2 25 | 3.98× | 2.49× | ||
| Q1 25 | 3.66× | 3.03× | ||
| Q4 24 | 2.01× | 1.84× | ||
| Q3 24 | -3.63× | 1.57× | ||
| Q2 24 | 4.02× | 2.87× | ||
| Q1 24 | 2.78× | 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
KFY
| Industrial | $234.0M | 32% |
| Technology Service | $104.5M | 14% |
| RPO | $92.3M | 13% |
| Digital | $91.2M | 13% |
| Consumer Goods | $85.0M | 12% |
| Executive Search EMEA | $52.2M | 7% |
| Education Non Profit And General | $43.2M | 6% |
| Executive Search Asia Pacific | $24.3M | 3% |
| Reimbursed Out Of Pocket Engagement Expenses | $8.1M | 1% |
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% |