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Mid-America Apartment Communities（MAA）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
Mid-America Apartment Communities的季度营收约是Revolve Group, Inc.的1.7倍（$553.7M vs $324.4M），Mid-America Apartment Communities同比增速更快（438.7% vs 10.4%），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs 0.7%）
Mid-America Apartment Communities（股票代码：MAA）是一家公开上市的房地产投资信托基金，总部位于美国田纳西州孟菲斯市，核心业务为投资美国东南部及西南部地区的公寓物业，深耕美国高增长区域住宅不动产赛道，为股东创造稳定的长期投资回报。
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。
MAA vs RVLV — 直观对比
营收规模更大
MAA
是对方的1.7倍
$324.4M
营收增速更快
MAA
高出428.3%
10.4%
两年增速更快
RVLV
近两年复合增速
0.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $553.7M | $324.4M |
| 净利润 | — | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | — | 6.3% |
| 净利率 | — | 5.7% |
| 营收同比 | 438.7% | 10.4% |
| 净利润同比 | — | 50.4% |
| 每股收益（稀释后） | $4.34 | $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MAARVLV
| Q1 26 | $553.7M | — | ||
| Q4 25 | $555.6M | $324.4M | ||
| Q3 25 | $554.4M | $295.6M | ||
| Q2 25 | $549.9M | $309.0M | ||
| Q1 25 | $549.3M | $296.7M | ||
| Q4 24 | $549.8M | $293.7M | ||
| Q3 24 | $551.1M | $283.1M | ||
| Q2 24 | $546.4M | $282.5M |
净利润MAARVLV
| Q1 26 | — | — | ||
| Q4 25 | $57.6M | $18.6M | ||
| Q3 25 | $99.5M | $21.2M | ||
| Q2 25 | $108.1M | $10.2M | ||
| Q1 25 | $181.7M | $11.8M | ||
| Q4 24 | $166.6M | $12.3M | ||
| Q3 24 | $115.2M | $11.0M | ||
| Q2 24 | $102.0M | $15.4M |
毛利率MAARVLV
| 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MAARVLV
| Q1 26 | — | — | ||
| Q4 25 | 10.4% | 6.3% | ||
| Q3 25 | 18.7% | 7.1% | ||
| Q2 25 | 20.2% | 5.8% | ||
| Q1 25 | 34.0% | 5.0% | ||
| Q4 24 | 31.3% | 3.9% | ||
| Q3 24 | 21.5% | 5.0% | ||
| Q2 24 | 19.3% | 5.8% |
净利率MAARVLV
| Q1 26 | — | — | ||
| Q4 25 | 10.4% | 5.7% | ||
| Q3 25 | 18.0% | 7.2% | ||
| Q2 25 | 19.7% | 3.3% | ||
| Q1 25 | 33.1% | 4.0% | ||
| Q4 24 | 30.3% | 4.2% | ||
| Q3 24 | 20.9% | 3.9% | ||
| Q2 24 | 18.7% | 5.4% |
每股收益（稀释后）MAARVLV
| Q1 26 | $4.34 | — | ||
| Q4 25 | $0.48 | $0.27 | ||
| Q3 25 | $0.84 | $0.29 | ||
| Q2 25 | $0.92 | $0.14 | ||
| Q1 25 | $1.54 | $0.16 | ||
| Q4 24 | $1.43 | $0.18 | ||
| Q3 24 | $0.98 | $0.15 | ||
| Q2 24 | $0.86 | $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 | — | $512.5M |
| 总资产 | — | $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MAARVLV
| Q1 26 | — | — | ||
| Q4 25 | $60.3M | $292.3M | ||
| Q3 25 | $32.2M | $315.4M | ||
| Q2 25 | $54.5M | $310.7M | ||
| Q1 25 | $55.8M | $300.8M | ||
| Q4 24 | $43.0M | $256.6M | ||
| Q3 24 | $50.2M | $252.8M | ||
| Q2 24 | $62.8M | $244.7M |
股东权益MAARVLV
| Q1 26 | — | — | ||
| Q4 25 | $5.7B | $512.5M | ||
| Q3 25 | $5.8B | $490.2M | ||
| Q2 25 | $5.9B | $468.6M | ||
| Q1 25 | $5.9B | $453.4M | ||
| Q4 24 | $5.9B | $437.8M | ||
| Q3 24 | $5.9B | $420.8M | ||
| Q2 24 | $6.0B | $405.8M |
总资产MAARVLV
| Q1 26 | — | — | ||
| Q4 25 | $12.0B | $765.0M | ||
| Q3 25 | $11.9B | $751.3M | ||
| Q2 25 | $11.8B | $722.9M | ||
| Q1 25 | $11.8B | $713.9M | ||
| Q4 24 | $11.8B | $665.5M | ||
| Q3 24 | $11.8B | $670.9M | ||
| Q2 24 | $11.6B | $657.8M |
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MAARVLV
| Q1 26 | — | — | ||
| Q4 25 | $261.7M | $-10.2M | ||
| Q3 25 | $266.4M | $11.8M | ||
| Q2 25 | $353.4M | $12.6M | ||
| Q1 25 | $196.6M | $45.1M | ||
| Q4 24 | $239.1M | $3.9M | ||
| Q3 24 | $309.5M | $9.1M | ||
| Q2 24 | $349.4M | $-24.7M |
自由现金流MAARVLV
| Q1 26 | — | — | ||
| Q4 25 | $158.6M | $-13.3M | ||
| Q3 25 | $170.8M | $7.5M | ||
| Q2 25 | $264.5M | $10.4M | ||
| Q1 25 | $124.0M | $43.4M | ||
| Q4 24 | $152.6M | $2.1M | ||
| Q3 24 | $215.5M | $8.0M | ||
| Q2 24 | $259.7M | $-25.7M |
自由现金流率MAARVLV
| Q1 26 | — | — | ||
| Q4 25 | 28.5% | -4.1% | ||
| Q3 25 | 30.8% | 2.5% | ||
| Q2 25 | 48.1% | 3.4% | ||
| Q1 25 | 22.6% | 14.6% | ||
| Q4 24 | 27.8% | 0.7% | ||
| Q3 24 | 39.1% | 2.8% | ||
| Q2 24 | 47.5% | -9.1% |
资本支出强度MAARVLV
| Q1 26 | — | — | ||
| Q4 25 | 18.6% | 1.0% | ||
| Q3 25 | 17.2% | 1.5% | ||
| Q2 25 | 16.2% | 0.7% | ||
| Q1 25 | 13.2% | 0.6% | ||
| Q4 24 | 15.7% | 0.6% | ||
| Q3 24 | 17.1% | 0.4% | ||
| Q2 24 | 16.4% | 0.4% |
现金转化率MAARVLV
| Q1 26 | — | — | ||
| Q4 25 | 4.55× | -0.55× | ||
| Q3 25 | 2.68× | 0.56× | ||
| Q2 25 | 3.27× | 1.24× | ||
| Q1 25 | 1.08× | 3.82× | ||
| Q4 24 | 1.43× | 0.32× | ||
| Q3 24 | 2.69× | 0.83× | ||
| Q2 24 | 3.43× | -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
MAA
| Same Store Communities | $517.0M | 93% |
| Non-Same Store Communities | $22.1M | 4% |
| Lease-up/Development Communities | $7.7M | 1% |
| Commercial Property/Land | $7.0M | 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% |
