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Kimco Realty（KIM）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
Kimco Realty的季度营收约是Revolve Group, Inc.的1.7倍（$558.0M vs $324.4M），Kimco Realty净利率更高（29.8% vs 5.7%，领先24.1%），Revolve Group, Inc.同比增速更快（10.4% vs 4.0%），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs 5.6%）
Kimco Realty是总部位于美国纽约州杰里科的房地产投资信托企业，核心投资领域为购物中心类商业地产，在商业不动产投资及运营领域积累了深厚的行业经验与资源优势。
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。
KIM vs RVLV — 直观对比
营收规模更大
KIM
是对方的1.7倍
$324.4M
营收增速更快
RVLV
高出6.4%
4.0%
净利率更高
KIM
高出24.1%
5.7%
两年增速更快
RVLV
近两年复合增速
5.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $558.0M | $324.4M |
| 净利润 | $166.3M | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | 37.2% | 6.3% |
| 净利率 | 29.8% | 5.7% |
| 营收同比 | 4.0% | 10.4% |
| 净利润同比 | 23.7% | 50.4% |
| 每股收益（稀释后） | $0.46 | $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KIMRVLV
| Q1 26 | $558.0M | — | ||
| Q4 25 | $542.5M | $324.4M | ||
| Q3 25 | $535.9M | $295.6M | ||
| Q2 25 | $525.2M | $309.0M | ||
| Q1 25 | $536.6M | $296.7M | ||
| Q4 24 | $525.4M | $293.7M | ||
| Q3 24 | $507.6M | $283.1M | ||
| Q2 24 | $500.2M | $282.5M |
净利润KIMRVLV
| Q1 26 | $166.3M | — | ||
| Q4 25 | $151.2M | $18.6M | ||
| Q3 25 | $137.8M | $21.2M | ||
| Q2 25 | $163.0M | $10.2M | ||
| Q1 25 | $132.8M | $11.8M | ||
| Q4 24 | $166.0M | $12.3M | ||
| Q3 24 | $136.0M | $11.0M | ||
| Q2 24 | $119.7M | $15.4M |
毛利率KIMRVLV
| Q1 26 | — | — | ||
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% |
营业利润率KIMRVLV
| Q1 26 | 37.2% | — | ||
| Q4 25 | 36.4% | 6.3% | ||
| Q3 25 | 34.9% | 7.1% | ||
| Q2 25 | 39.2% | 5.8% | ||
| Q1 25 | 33.6% | 5.0% | ||
| Q4 24 | 31.7% | 3.9% | ||
| Q3 24 | 33.7% | 5.0% | ||
| Q2 24 | 32.1% | 5.8% |
净利率KIMRVLV
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.9% | 5.7% | ||
| Q3 25 | 25.7% | 7.2% | ||
| Q2 25 | 31.0% | 3.3% | ||
| Q1 25 | 24.8% | 4.0% | ||
| Q4 24 | 31.6% | 4.2% | ||
| Q3 24 | 26.8% | 3.9% | ||
| Q2 24 | 23.9% | 5.4% |
每股收益（稀释后）KIMRVLV
| Q1 26 | $0.46 | — | ||
| Q4 25 | — | $0.27 | ||
| Q3 25 | — | $0.29 | ||
| Q2 25 | — | $0.14 | ||
| Q1 25 | — | $0.16 | ||
| Q4 24 | — | $0.18 | ||
| Q3 24 | — | $0.15 | ||
| Q2 24 | — | $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 | — | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $10.4B | $512.5M |
| 总资产 | $19.6B | $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KIMRVLV
| Q1 26 | — | — | ||
| Q4 25 | $211.6M | $292.3M | ||
| Q3 25 | $159.3M | $315.4M | ||
| Q2 25 | $226.6M | $310.7M | ||
| Q1 25 | $131.3M | $300.8M | ||
| Q4 24 | $688.6M | $256.6M | ||
| Q3 24 | $789.0M | $252.8M | ||
| Q2 24 | $126.4M | $244.7M |
总债务KIMRVLV
| Q1 26 | — | — | ||
| Q4 25 | $7.7B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $8.0B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益KIMRVLV
| Q1 26 | $10.4B | — | ||
| Q4 25 | $10.4B | $512.5M | ||
| Q3 25 | $10.5B | $490.2M | ||
| Q2 25 | $10.5B | $468.6M | ||
| Q1 25 | $10.6B | $453.4M | ||
| Q4 24 | $10.7B | $437.8M | ||
| Q3 24 | $10.5B | $420.8M | ||
| Q2 24 | $10.6B | $405.8M |
总资产KIMRVLV
| Q1 26 | $19.6B | — | ||
| Q4 25 | $19.7B | $765.0M | ||
| Q3 25 | $19.9B | $751.3M | ||
| Q2 25 | $19.8B | $722.9M | ||
| Q1 25 | $19.7B | $713.9M | ||
| Q4 24 | $20.3B | $665.5M | ||
| Q3 24 | $20.1B | $670.9M | ||
| Q2 24 | $19.5B | $657.8M |
负债/权益比KIMRVLV
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-13.3M |
| 自由现金流率自由现金流/营收 | — | -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 | — | -0.55× |
| 过去12个月自由现金流最近4个季度 | — | $48.0M |
8季度趋势，按日历期对齐
经营现金流KIMRVLV
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | $-10.2M | ||
| Q3 25 | $332.4M | $11.8M | ||
| Q2 25 | $305.4M | $12.6M | ||
| Q1 25 | $223.8M | $45.1M | ||
| Q4 24 | $239.5M | $3.9M | ||
| Q3 24 | $295.9M | $9.1M | ||
| Q2 24 | $294.1M | $-24.7M |
自由现金流KIMRVLV
| Q1 26 | — | — | ||
| Q4 25 | — | $-13.3M | ||
| Q3 25 | — | $7.5M | ||
| Q2 25 | — | $10.4M | ||
| Q1 25 | $205.4M | $43.4M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | — | $8.0M | ||
| Q2 24 | — | $-25.7M |
自由现金流率KIMRVLV
| Q1 26 | — | — | ||
| Q4 25 | — | -4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | 38.3% | 14.6% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | -9.1% |
资本支出强度KIMRVLV
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 1.0% | ||
| Q3 25 | 0.0% | 1.5% | ||
| Q2 25 | 0.0% | 0.7% | ||
| Q1 25 | 3.4% | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% |
现金转化率KIMRVLV
| Q1 26 | — | — | ||
| Q4 25 | 1.71× | -0.55× | ||
| Q3 25 | 2.41× | 0.56× | ||
| Q2 25 | 1.87× | 1.24× | ||
| Q1 25 | 1.69× | 3.82× | ||
| Q4 24 | 1.44× | 0.32× | ||
| Q3 24 | 2.18× | 0.83× | ||
| Q2 24 | 2.46× | -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
KIM
| Revenues from rental properties, net | $552.8M | 99% |
| Management and other fee income | $5.2M | 1% |
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% |
