vs
力特(LFUS)与Revvity(RVTY)财务数据对比。点击上方公司名可切换其他公司
Revvity的季度营收约是力特的1.3倍($772.1M vs $593.9M),Revvity净利率更高(12.7% vs -40.8%,领先53.5%),力特同比增速更快(12.2% vs 5.9%),Revvity自由现金流更多($161.8M vs $119.7M),过去两年Revvity的营收复合增速更高(9.0% 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。
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。
LFUS vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.3倍
$593.9M
营收增速更快
LFUS
高出6.3%
5.9%
净利率更高
RVTY
高出53.5%
-40.8%
自由现金流更多
RVTY
多$42.1M
$119.7M
两年增速更快
RVTY
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $593.9M | $772.1M |
| 净利润 | $-242.1M | $98.4M |
| 毛利率 | 38.0% | — |
| 营业利润率 | -37.5% | 14.5% |
| 净利率 | -40.8% | 12.7% |
| 营收同比 | 12.2% | 5.9% |
| 净利润同比 | -367.6% | 3.9% |
| 每股收益(稀释后) | $-9.71 | $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
LFUS
RVTY
| Q4 25 | $593.9M | $772.1M | ||
| Q3 25 | $624.6M | $698.9M | ||
| Q2 25 | $613.4M | $720.3M | ||
| Q1 25 | $554.3M | $664.8M | ||
| Q4 24 | $529.5M | $729.4M | ||
| Q3 24 | $567.4M | $684.0M | ||
| Q2 24 | $558.5M | $691.7M | ||
| Q1 24 | $535.4M | $649.9M |
净利润
LFUS
RVTY
| Q4 25 | $-242.1M | $98.4M | ||
| Q3 25 | $69.5M | $46.7M | ||
| Q2 25 | $57.3M | $53.9M | ||
| Q1 25 | $43.6M | $42.2M | ||
| Q4 24 | $-51.8M | $94.6M | ||
| Q3 24 | $58.1M | $94.4M | ||
| Q2 24 | $45.5M | $55.4M | ||
| Q1 24 | $48.5M | $26.0M |
毛利率
LFUS
RVTY
| Q4 25 | 38.0% | — | ||
| Q3 25 | 38.6% | 53.6% | ||
| Q2 25 | 37.8% | 54.5% | ||
| Q1 25 | 37.4% | 56.5% | ||
| Q4 24 | 33.4% | — | ||
| Q3 24 | 38.1% | 56.3% | ||
| Q2 24 | 37.1% | 55.7% | ||
| Q1 24 | 35.1% | 54.6% |
营业利润率
LFUS
RVTY
| Q4 25 | -37.5% | 14.5% | ||
| Q3 25 | 15.6% | 11.7% | ||
| Q2 25 | 15.1% | 12.6% | ||
| Q1 25 | 12.7% | 10.9% | ||
| Q4 24 | -9.3% | 16.3% | ||
| Q3 24 | 15.5% | 14.3% | ||
| Q2 24 | 11.7% | 12.4% | ||
| Q1 24 | 10.3% | 6.8% |
净利率
LFUS
RVTY
| Q4 25 | -40.8% | 12.7% | ||
| Q3 25 | 11.1% | 6.7% | ||
| Q2 25 | 9.3% | 7.5% | ||
| Q1 25 | 7.9% | 6.4% | ||
| Q4 24 | -9.8% | 13.0% | ||
| Q3 24 | 10.2% | 13.8% | ||
| Q2 24 | 8.1% | 8.0% | ||
| Q1 24 | 9.0% | 4.0% |
每股收益(稀释后)
LFUS
RVTY
| Q4 25 | $-9.71 | $0.86 | ||
| Q3 25 | $2.77 | $0.40 | ||
| Q2 25 | $2.30 | $0.46 | ||
| Q1 25 | $1.75 | $0.35 | ||
| Q4 24 | $-2.07 | $0.77 | ||
| Q3 24 | $2.32 | $0.77 | ||
| Q2 24 | $1.82 | $0.45 | ||
| Q1 24 | $1.93 | $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 | $563.7M | $919.9M |
| 总债务越低越好 | $802.6M | — |
| 股东权益账面价值 | $2.4B | $7.3B |
| 总资产 | $4.0B | $12.2B |
| 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
LFUS
RVTY
| Q4 25 | $563.7M | $919.9M | ||
| Q3 25 | $815.0M | $931.4M | ||
| Q2 25 | $685.5M | $991.8M | ||
| Q1 25 | $619.7M | $1.1B | ||
| Q4 24 | $725.9M | $1.2B | ||
| Q3 24 | $630.7M | $1.2B | ||
| Q2 24 | $562.7M | $2.0B | ||
| Q1 24 | $562.4M | $1.7B |
总债务
LFUS
RVTY
| 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
LFUS
RVTY
| Q4 25 | $2.4B | $7.3B | ||
| Q3 25 | $2.7B | $7.4B | ||
| Q2 25 | $2.6B | $7.6B | ||
| Q1 25 | $2.5B | $7.6B | ||
| Q4 24 | $2.4B | $7.7B | ||
| Q3 24 | $2.6B | $7.9B | ||
| Q2 24 | $2.5B | $7.9B | ||
| Q1 24 | $2.5B | $7.8B |
总资产
LFUS
RVTY
| Q4 25 | $4.0B | $12.2B | ||
| Q3 25 | $4.2B | $12.1B | ||
| Q2 25 | $4.1B | $12.4B | ||
| Q1 25 | $3.9B | $12.4B | ||
| Q4 24 | $3.9B | $12.4B | ||
| Q3 24 | $4.1B | $12.8B | ||
| Q2 24 | $3.9B | $13.4B | ||
| Q1 24 | $3.9B | $13.4B |
负债/权益比
LFUS
RVTY
| 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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $119.7M | $161.8M |
| 自由现金流率自由现金流/营收 | 20.2% | 21.0% |
| 资本支出强度资本支出/营收 | 3.2% | 2.6% |
| 现金转化率经营现金流/净利润 | — | 1.85× |
| 过去12个月自由现金流最近4个季度 | $366.1M | $509.4M |
8季度趋势,按日历期对齐
经营现金流
LFUS
RVTY
| Q4 25 | $138.7M | $182.0M | ||
| Q3 25 | $146.9M | $138.5M | ||
| Q2 25 | $82.5M | $134.3M | ||
| Q1 25 | $65.8M | $128.2M | ||
| Q4 24 | $160.6M | $174.2M | ||
| Q3 24 | $80.4M | $147.9M | ||
| Q2 24 | $69.4M | $158.6M | ||
| Q1 24 | $57.1M | $147.6M |
自由现金流
LFUS
RVTY
| Q4 25 | $119.7M | $161.8M | ||
| Q3 25 | $131.2M | $120.0M | ||
| Q2 25 | $72.6M | $115.5M | ||
| Q1 25 | $42.7M | $112.2M | ||
| Q4 24 | $134.8M | $149.8M | ||
| Q3 24 | $65.0M | $125.6M | ||
| Q2 24 | $50.3M | $136.6M | ||
| Q1 24 | $41.6M | $129.7M |
自由现金流率
LFUS
RVTY
| Q4 25 | 20.2% | 21.0% | ||
| Q3 25 | 21.0% | 17.2% | ||
| Q2 25 | 11.8% | 16.0% | ||
| Q1 25 | 7.7% | 16.9% | ||
| Q4 24 | 25.5% | 20.5% | ||
| Q3 24 | 11.5% | 18.4% | ||
| Q2 24 | 9.0% | 19.7% | ||
| Q1 24 | 7.8% | 20.0% |
资本支出强度
LFUS
RVTY
| Q4 25 | 3.2% | 2.6% | ||
| Q3 25 | 2.5% | 2.6% | ||
| Q2 25 | 1.6% | 2.6% | ||
| Q1 25 | 4.2% | 2.4% | ||
| Q4 24 | 4.9% | 3.4% | ||
| Q3 24 | 2.7% | 3.3% | ||
| Q2 24 | 3.4% | 3.2% | ||
| Q1 24 | 2.9% | 2.7% |
现金转化率
LFUS
RVTY
| Q4 25 | — | 1.85× | ||
| Q3 25 | 2.11× | 2.97× | ||
| Q2 25 | 1.44× | 2.49× | ||
| Q1 25 | 1.51× | 3.03× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | 1.39× | 1.57× | ||
| Q2 24 | 1.53× | 2.87× | ||
| Q1 24 | 1.18× | 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
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% |
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% |