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力特（LFUS）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
力特的季度营收约是Revolve Group, Inc.的1.8倍（$593.9M vs $324.4M），Revolve Group, Inc.净利率更高（5.7% vs -40.8%，领先46.5%），力特同比增速更快（12.2% vs 10.4%），力特自由现金流更多（$119.7M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs 5.3%）
力特是全球领先的电路保护、传感及控制组件制造商，主营保险丝、半导体保护器件、功率开关、传感器、断路器等产品，服务汽车、工业电子、消费电子、通信及可再生能源等领域，为全球客户提供提升设备安全可靠性的解决方案。
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。
LFUS vs RVLV — 直观对比
营收规模更大
LFUS
是对方的1.8倍
$324.4M
营收增速更快
LFUS
高出1.7%
10.4%
净利率更高
RVLV
高出46.5%
-40.8%
自由现金流更多
LFUS
多$133.0M
$-13.3M
两年增速更快
RVLV
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $593.9M | $324.4M |
| 净利润 | $-242.1M | $18.6M |
| 毛利率 | 38.0% | 53.3% |
| 营业利润率 | -37.5% | 6.3% |
| 净利率 | -40.8% | 5.7% |
| 营收同比 | 12.2% | 10.4% |
| 净利润同比 | -367.6% | 50.4% |
| 每股收益（稀释后） | $-9.71 | $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LFUSRVLV
| Q4 25 | $593.9M | $324.4M | ||
| Q3 25 | $624.6M | $295.6M | ||
| Q2 25 | $613.4M | $309.0M | ||
| Q1 25 | $554.3M | $296.7M | ||
| Q4 24 | $529.5M | $293.7M | ||
| Q3 24 | $567.4M | $283.1M | ||
| Q2 24 | $558.5M | $282.5M | ||
| Q1 24 | $535.4M | $270.6M |
净利润LFUSRVLV
| Q4 25 | $-242.1M | $18.6M | ||
| Q3 25 | $69.5M | $21.2M | ||
| Q2 25 | $57.3M | $10.2M | ||
| Q1 25 | $43.6M | $11.8M | ||
| Q4 24 | $-51.8M | $12.3M | ||
| Q3 24 | $58.1M | $11.0M | ||
| Q2 24 | $45.5M | $15.4M | ||
| Q1 24 | $48.5M | $10.9M |
毛利率LFUSRVLV
| Q4 25 | 38.0% | 53.3% | ||
| Q3 25 | 38.6% | 54.6% | ||
| Q2 25 | 37.8% | 54.1% | ||
| Q1 25 | 37.4% | 52.0% | ||
| Q4 24 | 33.4% | 52.5% | ||
| Q3 24 | 38.1% | 51.2% | ||
| Q2 24 | 37.1% | 54.0% | ||
| Q1 24 | 35.1% | 52.3% |
营业利润率LFUSRVLV
| Q4 25 | -37.5% | 6.3% | ||
| Q3 25 | 15.6% | 7.1% | ||
| Q2 25 | 15.1% | 5.8% | ||
| Q1 25 | 12.7% | 5.0% | ||
| Q4 24 | -9.3% | 3.9% | ||
| Q3 24 | 15.5% | 5.0% | ||
| Q2 24 | 11.7% | 5.8% | ||
| Q1 24 | 10.3% | 3.4% |
净利率LFUSRVLV
| Q4 25 | -40.8% | 5.7% | ||
| Q3 25 | 11.1% | 7.2% | ||
| Q2 25 | 9.3% | 3.3% | ||
| Q1 25 | 7.9% | 4.0% | ||
| Q4 24 | -9.8% | 4.2% | ||
| Q3 24 | 10.2% | 3.9% | ||
| Q2 24 | 8.1% | 5.4% | ||
| Q1 24 | 9.0% | 4.0% |
每股收益（稀释后）LFUSRVLV
| Q4 25 | $-9.71 | $0.27 | ||
| Q3 25 | $2.77 | $0.29 | ||
| Q2 25 | $2.30 | $0.14 | ||
| Q1 25 | $1.75 | $0.16 | ||
| Q4 24 | $-2.07 | $0.18 | ||
| Q3 24 | $2.32 | $0.15 | ||
| Q2 24 | $1.82 | $0.21 | ||
| Q1 24 | $1.93 | $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 | $563.7M | $292.3M |
| 总债务越低越好 | $802.6M | — |
| 股东权益账面价值 | $2.4B | $512.5M |
| 总资产 | $4.0B | $765.0M |
| 负债/权益比越低杠杆越低 | 0.33× | — |
8季度趋势，按日历期对齐
现金及短期投资LFUSRVLV
| Q4 25 | $563.7M | $292.3M | ||
| Q3 25 | $815.0M | $315.4M | ||
| Q2 25 | $685.5M | $310.7M | ||
| Q1 25 | $619.7M | $300.8M | ||
| Q4 24 | $725.9M | $256.6M | ||
| Q3 24 | $630.7M | $252.8M | ||
| Q2 24 | $562.7M | $244.7M | ||
| Q1 24 | $562.4M | $273.4M |
总债务LFUSRVLV
| Q4 25 | $802.6M | — | ||
| Q3 25 | $805.8M | — | ||
| Q2 25 | $810.2M | — | ||
| Q1 25 | $805.7M | — | ||
| Q4 24 | $856.1M | — | ||
| Q3 24 | $867.7M | — | ||
| Q2 24 | $863.5M | — | ||
| Q1 24 | $866.7M | — |
股东权益LFUSRVLV
| Q4 25 | $2.4B | $512.5M | ||
| Q3 25 | $2.7B | $490.2M | ||
| Q2 25 | $2.6B | $468.6M | ||
| Q1 25 | $2.5B | $453.4M | ||
| Q4 24 | $2.4B | $437.8M | ||
| Q3 24 | $2.6B | $420.8M | ||
| Q2 24 | $2.5B | $405.8M | ||
| Q1 24 | $2.5B | $389.9M |
总资产LFUSRVLV
| Q4 25 | $4.0B | $765.0M | ||
| Q3 25 | $4.2B | $751.3M | ||
| Q2 25 | $4.1B | $722.9M | ||
| Q1 25 | $3.9B | $713.9M | ||
| Q4 24 | $3.9B | $665.5M | ||
| Q3 24 | $4.1B | $670.9M | ||
| Q2 24 | $3.9B | $657.8M | ||
| Q1 24 | $3.9B | $650.0M |
负债/权益比LFUSRVLV
| Q4 25 | 0.33× | — | ||
| Q3 25 | 0.30× | — | ||
| Q2 25 | 0.31× | — | ||
| Q1 25 | 0.33× | — | ||
| Q4 24 | 0.35× | — | ||
| Q3 24 | 0.34× | — | ||
| Q2 24 | 0.35× | — | ||
| Q1 24 | 0.35× | — |
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 | $138.7M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $119.7M | $-13.3M |
| 自由现金流率自由现金流/营收 | 20.2% | -4.1% |
| 资本支出强度资本支出/营收 | 3.2% | 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 | $366.1M | $48.0M |
8季度趋势，按日历期对齐
经营现金流LFUSRVLV
| Q4 25 | $138.7M | $-10.2M | ||
| Q3 25 | $146.9M | $11.8M | ||
| Q2 25 | $82.5M | $12.6M | ||
| Q1 25 | $65.8M | $45.1M | ||
| Q4 24 | $160.6M | $3.9M | ||
| Q3 24 | $80.4M | $9.1M | ||
| Q2 24 | $69.4M | $-24.7M | ||
| Q1 24 | $57.1M | $38.4M |
自由现金流LFUSRVLV
| Q4 25 | $119.7M | $-13.3M | ||
| Q3 25 | $131.2M | $7.5M | ||
| Q2 25 | $72.6M | $10.4M | ||
| Q1 25 | $42.7M | $43.4M | ||
| Q4 24 | $134.8M | $2.1M | ||
| Q3 24 | $65.0M | $8.0M | ||
| Q2 24 | $50.3M | $-25.7M | ||
| Q1 24 | $41.6M | $36.7M |
自由现金流率LFUSRVLV
| Q4 25 | 20.2% | -4.1% | ||
| Q3 25 | 21.0% | 2.5% | ||
| Q2 25 | 11.8% | 3.4% | ||
| Q1 25 | 7.7% | 14.6% | ||
| Q4 24 | 25.5% | 0.7% | ||
| Q3 24 | 11.5% | 2.8% | ||
| Q2 24 | 9.0% | -9.1% | ||
| Q1 24 | 7.8% | 13.5% |
资本支出强度LFUSRVLV
| Q4 25 | 3.2% | 1.0% | ||
| Q3 25 | 2.5% | 1.5% | ||
| Q2 25 | 1.6% | 0.7% | ||
| Q1 25 | 4.2% | 0.6% | ||
| Q4 24 | 4.9% | 0.6% | ||
| Q3 24 | 2.7% | 0.4% | ||
| Q2 24 | 3.4% | 0.4% | ||
| Q1 24 | 2.9% | 0.6% |
现金转化率LFUSRVLV
| Q4 25 | — | -0.55× | ||
| Q3 25 | 2.11× | 0.56× | ||
| Q2 25 | 1.44× | 1.24× | ||
| Q1 25 | 1.51× | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | 1.39× | 0.83× | ||
| Q2 24 | 1.53× | -1.60× | ||
| Q1 24 | 1.18× | 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
LFUS
| Electronics Passive Products And Sensors | $174.9M | 29% |
| Electronics Semiconductor | $170.3M | 29% |
| Industrial Products | $85.0M | 14% |
| Commercial Vehicle Products | $76.2M | 13% |
| Passenger Car Products | $72.8M | 12% |
| Automotive Sensors | $14.7M | 2% |
| Dortmund Fab | $12.5M | 2% |
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% |
