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LESAKA TECHNOLOGIES INC（LSAK）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LESAKA TECHNOLOGIES INC的1.8倍（$324.4M vs $178.7M），Revolve Group, Inc.净利率更高（5.7% vs 2.0%，领先3.7%），Revolve Group, Inc.同比增速更快（10.4% vs 1.4%），Revolve Group, Inc.自由现金流更多（$-13.3M vs $-14.8M），过去两年LESAKA TECHNOLOGIES INC的营收复合增速更高（13.7% vs 9.5%）
莱萨卡科技是一家总部位于南非的金融科技公司，目前同时在纳斯达克交易所与约翰内斯堡证券交易所挂牌上市。公司核心业务聚焦于金融普惠，面向此前金融服务覆盖不足的社区与商户提供各类金融服务。
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。
LSAK vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.8倍
$178.7M
营收增速更快
RVLV
高出9.0%
1.4%
净利率更高
RVLV
高出3.7%
2.0%
自由现金流更多
RVLV
多$1.6M
$-14.8M
两年增速更快
LSAK
近两年复合增速
9.5%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $178.7M | $324.4M |
| 净利润 | $3.6M | $18.6M |
| 毛利率 | 31.4% | 53.3% |
| 营业利润率 | 1.2% | 6.3% |
| 净利率 | 2.0% | 5.7% |
| 营收同比 | 1.4% | 10.4% |
| 净利润同比 | 111.2% | 50.4% |
| 每股收益（稀释后） | $0.04 | $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LSAKRVLV
| Q4 25 | $178.7M | $324.4M | ||
| Q3 25 | $171.4M | $295.6M | ||
| Q2 25 | $168.5M | $309.0M | ||
| Q1 25 | $161.4M | $296.7M | ||
| Q4 24 | $176.2M | $293.7M | ||
| Q3 24 | $153.6M | $283.1M | ||
| Q2 24 | $146.0M | $282.5M | ||
| Q1 24 | $138.2M | $270.6M |
净利润LSAKRVLV
| Q4 25 | $3.6M | $18.6M | ||
| Q3 25 | $-4.3M | $21.2M | ||
| Q2 25 | $-28.4M | $10.2M | ||
| Q1 25 | $-22.1M | $11.8M | ||
| Q4 24 | $-32.5M | $12.3M | ||
| Q3 24 | $-4.5M | $11.0M | ||
| Q2 24 | $-5.0M | $15.4M | ||
| Q1 24 | $-4.0M | $10.9M |
毛利率LSAKRVLV
| Q4 25 | 31.4% | 53.3% | ||
| Q3 25 | 30.9% | 54.6% | ||
| Q2 25 | 28.9% | 54.1% | ||
| Q1 25 | 27.5% | 52.0% | ||
| Q4 24 | 25.7% | 52.5% | ||
| Q3 24 | 22.6% | 51.2% | ||
| Q2 24 | 22.6% | 54.0% | ||
| Q1 24 | 22.0% | 52.3% |
营业利润率LSAKRVLV
| Q4 25 | 1.2% | 6.3% | ||
| Q3 25 | 0.2% | 7.1% | ||
| Q2 25 | -16.7% | 5.8% | ||
| Q1 25 | 0.4% | 5.0% | ||
| Q4 24 | 0.3% | 3.9% | ||
| Q3 24 | -0.0% | 5.0% | ||
| Q2 24 | 0.2% | 5.8% | ||
| Q1 24 | 0.6% | 3.4% |
净利率LSAKRVLV
| Q4 25 | 2.0% | 5.7% | ||
| Q3 25 | -2.5% | 7.2% | ||
| Q2 25 | -16.9% | 3.3% | ||
| Q1 25 | -13.7% | 4.0% | ||
| Q4 24 | -18.4% | 4.2% | ||
| Q3 24 | -3.0% | 3.9% | ||
| Q2 24 | -3.4% | 5.4% | ||
| Q1 24 | -2.9% | 4.0% |
每股收益（稀释后）LSAKRVLV
| Q4 25 | $0.04 | $0.27 | ||
| Q3 25 | $-0.05 | $0.29 | ||
| Q2 25 | $-0.40 | $0.14 | ||
| Q1 25 | $-0.27 | $0.16 | ||
| Q4 24 | $-0.40 | $0.18 | ||
| Q3 24 | $-0.07 | $0.15 | ||
| Q2 24 | $-0.08 | $0.21 | ||
| Q1 24 | $-0.06 | $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 | $69.5M | $292.3M |
| 总债务越低越好 | $216.8M | — |
| 股东权益账面价值 | $180.6M | $512.5M |
| 总资产 | $704.6M | $765.0M |
| 负债/权益比越低杠杆越低 | 1.20× | — |
8季度趋势，按日历期对齐
现金及短期投资LSAKRVLV
| Q4 25 | $69.5M | $292.3M | ||
| Q3 25 | $72.2M | $315.4M | ||
| Q2 25 | $76.5M | $310.7M | ||
| Q1 25 | $71.0M | $300.8M | ||
| Q4 24 | $60.6M | $256.6M | ||
| Q3 24 | $49.7M | $252.8M | ||
| Q2 24 | $59.1M | $244.7M | ||
| Q1 24 | $55.2M | $273.4M |
总债务LSAKRVLV
| Q4 25 | $216.8M | — | ||
| Q3 25 | $208.1M | — | ||
| Q2 25 | $200.8M | — | ||
| Q1 25 | $194.7M | — | ||
| Q4 24 | $148.7M | — | ||
| Q3 24 | $148.5M | — | ||
| Q2 24 | $143.2M | — | ||
| Q1 24 | $135.7M | — |
股东权益LSAKRVLV
| Q4 25 | $180.6M | $512.5M | ||
| Q3 25 | $170.4M | $490.2M | ||
| Q2 25 | $161.6M | $468.6M | ||
| Q1 25 | $185.2M | $453.4M | ||
| Q4 24 | $193.3M | $437.8M | ||
| Q3 24 | $184.2M | $420.8M | ||
| Q2 24 | $175.9M | $405.8M | ||
| Q1 24 | $173.1M | $389.9M |
总资产LSAKRVLV
| Q4 25 | $704.6M | $765.0M | ||
| Q3 25 | $652.9M | $751.3M | ||
| Q2 25 | $653.7M | $722.9M | ||
| Q1 25 | $649.2M | $713.9M | ||
| Q4 24 | $640.6M | $665.5M | ||
| Q3 24 | $551.9M | $670.9M | ||
| Q2 24 | $558.5M | $657.8M | ||
| Q1 24 | $551.5M | $650.0M |
负债/权益比LSAKRVLV
| Q4 25 | 1.20× | — | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | 1.24× | — | ||
| Q1 25 | 1.05× | — | ||
| Q4 24 | 0.77× | — | ||
| Q3 24 | 0.81× | — | ||
| Q2 24 | 0.81× | — | ||
| Q1 24 | 0.78× | — |
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 | $-10.9M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $-14.8M | $-13.3M |
| 自由现金流率自由现金流/营收 | -8.3% | -4.1% |
| 资本支出强度资本支出/营收 | 2.2% | 1.0% |
| 现金转化率经营现金流/净利润 | -2.99× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $-15.3M | $48.0M |
8季度趋势，按日历期对齐
经营现金流LSAKRVLV
| Q4 25 | $-10.9M | $-10.2M | ||
| Q3 25 | $8.9M | $11.8M | ||
| Q2 25 | $-9.1M | $12.6M | ||
| Q1 25 | $10.7M | $45.1M | ||
| Q4 24 | $-9.2M | $3.9M | ||
| Q3 24 | $-4.1M | $9.1M | ||
| Q2 24 | $5.7M | $-24.7M | ||
| Q1 24 | $19.2M | $38.4M |
自由现金流LSAKRVLV
| Q4 25 | $-14.8M | $-13.3M | ||
| Q3 25 | $4.9M | $7.5M | ||
| Q2 25 | $-13.2M | $10.4M | ||
| Q1 25 | $7.8M | $43.4M | ||
| Q4 24 | $-15.5M | $2.1M | ||
| Q3 24 | $-8.1M | $8.0M | ||
| Q2 24 | $937.0K | $-25.7M | ||
| Q1 24 | $16.2M | $36.7M |
自由现金流率LSAKRVLV
| Q4 25 | -8.3% | -4.1% | ||
| Q3 25 | 2.9% | 2.5% | ||
| Q2 25 | -7.8% | 3.4% | ||
| Q1 25 | 4.9% | 14.6% | ||
| Q4 24 | -8.8% | 0.7% | ||
| Q3 24 | -5.3% | 2.8% | ||
| Q2 24 | 0.6% | -9.1% | ||
| Q1 24 | 11.7% | 13.5% |
资本支出强度LSAKRVLV
| Q4 25 | 2.2% | 1.0% | ||
| Q3 25 | 2.3% | 1.5% | ||
| Q2 25 | 2.4% | 0.7% | ||
| Q1 25 | 1.7% | 0.6% | ||
| Q4 24 | 3.6% | 0.6% | ||
| Q3 24 | 2.6% | 0.4% | ||
| Q2 24 | 3.2% | 0.4% | ||
| Q1 24 | 2.1% | 0.6% |
现金转化率LSAKRVLV
| Q4 25 | -2.99× | -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
LSAK
| Telecom Products And Services | $82.0M | 46% |
| Processing Fees | $37.6M | 21% |
| Enterprise Segment | $14.5M | 8% |
| Rest Of Africa | $10.9M | 6% |
| Technology Products | $8.6M | 5% |
| Insurance Revenue | $7.9M | 4% |
| Lending Revenue | $7.2M | 4% |
| Other | $6.7M | 4% |
| Interest From Customer | $2.1M | 1% |
| Other Products And Services | $1.2M | 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% |
