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传奇生物（LEGN）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.的季度营收约是传奇生物的1.2倍（$324.4M vs $272.3M），Revolve Group, Inc.净利率更高（5.7% vs -14.6%，领先20.3%），传奇生物同比增速更快（70.0% vs 10.4%），过去两年传奇生物的营收复合增速更高（92.7% vs 9.5%）
传奇生物是金斯瑞生物科技旗下专注于生物科技领域的企业，金斯瑞2002年由章方良、王烨、王鲁泉等人于新泽西共同创立，总部位于中国，主要提供生命科学研究相关的仪器与服务，2015年在港交所上市，现任轮值首席执行官为邵炜慧。
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。
LEGN vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.2倍
$272.3M
营收增速更快
LEGN
高出59.6%
10.4%
净利率更高
RVLV
高出20.3%
-14.6%
两年增速更快
LEGN
近两年复合增速
9.5%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $272.3M | $324.4M |
| 净利润 | $-39.7M | $18.6M |
| 毛利率 | 58.4% | 53.3% |
| 营业利润率 | -16.0% | 6.3% |
| 净利率 | -14.6% | 5.7% |
| 营收同比 | 70.0% | 10.4% |
| 净利润同比 | 68.3% | 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LEGNRVLV
| Q4 25 | — | $324.4M | ||
| Q3 25 | $272.3M | $295.6M | ||
| Q2 25 | $255.1M | $309.0M | ||
| Q1 25 | $195.1M | $296.7M | ||
| Q4 24 | — | $293.7M | ||
| Q3 24 | $160.2M | $283.1M | ||
| Q2 24 | $186.5M | $282.5M | ||
| Q1 24 | $94.0M | $270.6M |
净利润LEGNRVLV
| Q4 25 | — | $18.6M | ||
| Q3 25 | $-39.7M | $21.2M | ||
| Q2 25 | $-125.4M | $10.2M | ||
| Q1 25 | $-100.9M | $11.8M | ||
| Q4 24 | — | $12.3M | ||
| Q3 24 | $-125.3M | $11.0M | ||
| Q2 24 | $-18.2M | $15.4M | ||
| Q1 24 | $-59.8M | $10.9M |
毛利率LEGNRVLV
| Q4 25 | — | 53.3% | ||
| Q3 25 | 58.4% | 54.6% | ||
| Q2 25 | 62.8% | 54.1% | ||
| Q1 25 | 64.4% | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | 67.2% | 51.2% | ||
| Q2 24 | 75.7% | 54.0% | ||
| Q1 24 | 47.8% | 52.3% |
营业利润率LEGNRVLV
| Q4 25 | — | 6.3% | ||
| Q3 25 | -16.0% | 7.1% | ||
| Q2 25 | — | 5.8% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | — | 3.9% | ||
| Q3 24 | -43.9% | 5.0% | ||
| Q2 24 | — | 5.8% | ||
| Q1 24 | — | 3.4% |
净利率LEGNRVLV
| Q4 25 | — | 5.7% | ||
| Q3 25 | -14.6% | 7.2% | ||
| Q2 25 | -49.2% | 3.3% | ||
| Q1 25 | -51.7% | 4.0% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | -78.2% | 3.9% | ||
| Q2 24 | -9.8% | 5.4% | ||
| Q1 24 | -63.6% | 4.0% |
每股收益（稀释后）LEGNRVLV
| Q4 25 | — | $0.27 | ||
| Q3 25 | $-0.11 | $0.29 | ||
| Q2 25 | $-0.34 | $0.14 | ||
| Q1 25 | $-0.27 | $0.16 | ||
| Q4 24 | — | $0.18 | ||
| Q3 24 | $-0.34 | $0.15 | ||
| Q2 24 | $-0.05 | $0.21 | ||
| Q1 24 | $-0.16 | $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 | $278.9M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $512.5M |
| 总资产 | $1.7B | $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LEGNRVLV
| Q4 25 | — | $292.3M | ||
| Q3 25 | $278.9M | $315.4M | ||
| Q2 25 | $266.6M | $310.7M | ||
| Q1 25 | $441.7M | $300.8M | ||
| Q4 24 | — | $256.6M | ||
| Q3 24 | $459.3M | $252.8M | ||
| Q2 24 | $201.3M | $244.7M | ||
| Q1 24 | $897.6M | $273.4M |
股东权益LEGNRVLV
| Q4 25 | — | $512.5M | ||
| Q3 25 | $1.0B | $490.2M | ||
| Q2 25 | $1.0B | $468.6M | ||
| Q1 25 | $1.0B | $453.4M | ||
| Q4 24 | — | $437.8M | ||
| Q3 24 | $1.1B | $420.8M | ||
| Q2 24 | $1.2B | $405.8M | ||
| Q1 24 | $1.2B | $389.9M |
总资产LEGNRVLV
| Q4 25 | — | $765.0M | ||
| Q3 25 | $1.7B | $751.3M | ||
| Q2 25 | $1.7B | $722.9M | ||
| Q1 25 | $1.6B | $713.9M | ||
| Q4 24 | — | $665.5M | ||
| Q3 24 | $1.7B | $670.9M | ||
| Q2 24 | $1.8B | $657.8M | ||
| Q1 24 | $1.8B | $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 | $28.8M | $-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LEGNRVLV
| Q4 25 | — | $-10.2M | ||
| Q3 25 | $28.8M | $11.8M | ||
| Q2 25 | $-13.0M | $12.6M | ||
| Q1 25 | $-103.8M | $45.1M | ||
| Q4 24 | — | $3.9M | ||
| Q3 24 | $-75.8M | $9.1M | ||
| Q2 24 | $-1.7M | $-24.7M | ||
| Q1 24 | $15.5M | $38.4M |
自由现金流LEGNRVLV
| Q4 25 | — | $-13.3M | ||
| Q3 25 | — | $7.5M | ||
| Q2 25 | — | $10.4M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | — | $8.0M | ||
| Q2 24 | — | $-25.7M | ||
| Q1 24 | — | $36.7M |
自由现金流率LEGNRVLV
| Q4 25 | — | -4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | -9.1% | ||
| Q1 24 | — | 13.5% |
资本支出强度LEGNRVLV
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.6% |
现金转化率LEGNRVLV
| Q4 25 | — | -0.55× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | -1.60× | ||
| Q1 24 | — | 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
LEGN
| Goods Or Services Transferred At Point In Time | $261.8M | 96% |
| Goods Or Services Transferred Over Time | $10.5M | 4% |
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% |
