vs
冠群电脑（MANH）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.的季度营收约是冠群电脑的1.1倍（$324.4M vs $282.2M），冠群电脑净利率更高（17.5% vs 5.7%，领先11.7%），Revolve Group, Inc.同比增速更快（10.4% vs 6.0%），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs 3.1%）
原冠群电脑国际有限公司，后更名为CA科技，是1976年至2018年存续的美国跨国企业软件开发商与发行商。作为全球顶尖独立软件企业之一，曾位列行业第二，旗下系统软件适配IBM大型机、分布式计算、虚拟机及云计算环境。
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。
MANH vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.1倍
$282.2M
营收增速更快
RVLV
高出4.4%
6.0%
净利率更高
MANH
高出11.7%
5.7%
两年增速更快
RVLV
近两年复合增速
3.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $282.2M | $324.4M |
| 净利润 | $49.3M | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | 23.0% | 6.3% |
| 净利率 | 17.5% | 5.7% |
| 营收同比 | 6.0% | 10.4% |
| 净利润同比 | -6.3% | 50.4% |
| 每股收益（稀释后） | $0.82 | $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MANHRVLV
| Q1 26 | $282.2M | — | ||
| Q4 25 | $270.4M | $324.4M | ||
| Q3 25 | $275.8M | $295.6M | ||
| Q2 25 | $272.4M | $309.0M | ||
| Q1 25 | $262.8M | $296.7M | ||
| Q4 24 | $255.8M | $293.7M | ||
| Q3 24 | $266.7M | $283.1M | ||
| Q2 24 | $265.3M | $282.5M |
净利润MANHRVLV
| Q1 26 | $49.3M | — | ||
| Q4 25 | $52.0M | $18.6M | ||
| Q3 25 | $58.6M | $21.2M | ||
| Q2 25 | $56.8M | $10.2M | ||
| Q1 25 | $52.6M | $11.8M | ||
| Q4 24 | $48.0M | $12.3M | ||
| Q3 24 | $63.8M | $11.0M | ||
| Q2 24 | $52.8M | $15.4M |
毛利率MANHRVLV
| Q1 26 | — | — | ||
| Q4 25 | 55.0% | 53.3% | ||
| Q3 25 | 56.6% | 54.6% | ||
| Q2 25 | 57.3% | 54.1% | ||
| Q1 25 | 56.4% | 52.0% | ||
| Q4 24 | 55.8% | 52.5% | ||
| Q3 24 | 55.5% | 51.2% | ||
| Q2 24 | 54.8% | 54.0% |
营业利润率MANHRVLV
| Q1 26 | 23.0% | — | ||
| Q4 25 | 24.8% | 6.3% | ||
| Q3 25 | 27.5% | 7.1% | ||
| Q2 25 | 27.1% | 5.8% | ||
| Q1 25 | 24.0% | 5.0% | ||
| Q4 24 | 23.7% | 3.9% | ||
| Q3 24 | 28.2% | 5.0% | ||
| Q2 24 | 25.7% | 5.8% |
净利率MANHRVLV
| Q1 26 | 17.5% | — | ||
| Q4 25 | 19.2% | 5.7% | ||
| Q3 25 | 21.3% | 7.2% | ||
| Q2 25 | 20.8% | 3.3% | ||
| Q1 25 | 20.0% | 4.0% | ||
| Q4 24 | 18.8% | 4.2% | ||
| Q3 24 | 23.9% | 3.9% | ||
| Q2 24 | 19.9% | 5.4% |
每股收益（稀释后）MANHRVLV
| Q1 26 | $0.82 | — | ||
| Q4 25 | $0.86 | $0.27 | ||
| Q3 25 | $0.96 | $0.29 | ||
| Q2 25 | $0.93 | $0.14 | ||
| Q1 25 | $0.85 | $0.16 | ||
| Q4 24 | $0.77 | $0.18 | ||
| Q3 24 | $1.03 | $0.15 | ||
| Q2 24 | $0.85 | $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 | $226.1M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $205.2M | $512.5M |
| 总资产 | $740.5M | $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MANHRVLV
| Q1 26 | $226.1M | — | ||
| Q4 25 | $328.7M | $292.3M | ||
| Q3 25 | $263.6M | $315.4M | ||
| Q2 25 | $230.6M | $310.7M | ||
| Q1 25 | $205.9M | $300.8M | ||
| Q4 24 | $266.2M | $256.6M | ||
| Q3 24 | $215.0M | $252.8M | ||
| Q2 24 | $202.7M | $244.7M |
股东权益MANHRVLV
| Q1 26 | $205.2M | — | ||
| Q4 25 | $314.8M | $512.5M | ||
| Q3 25 | $309.2M | $490.2M | ||
| Q2 25 | $278.8M | $468.6M | ||
| Q1 25 | $245.1M | $453.4M | ||
| Q4 24 | $299.1M | $437.8M | ||
| Q3 24 | $278.0M | $420.8M | ||
| Q2 24 | $240.6M | $405.8M |
总资产MANHRVLV
| Q1 26 | $740.5M | — | ||
| Q4 25 | $839.4M | $765.0M | ||
| Q3 25 | $768.8M | $751.3M | ||
| Q2 25 | $744.7M | $722.9M | ||
| Q1 25 | $708.2M | $713.9M | ||
| Q4 24 | $757.6M | $665.5M | ||
| Q3 24 | $698.1M | $670.9M | ||
| Q2 24 | $665.3M | $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 | $84.0M | $-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 | 0.3% | 1.0% |
| 现金转化率经营现金流/净利润 | 1.70× | -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MANHRVLV
| Q1 26 | $84.0M | — | ||
| Q4 25 | $147.1M | $-10.2M | ||
| Q3 25 | $93.1M | $11.8M | ||
| Q2 25 | $74.0M | $12.6M | ||
| Q1 25 | $75.3M | $45.1M | ||
| Q4 24 | $104.7M | $3.9M | ||
| Q3 24 | $62.3M | $9.1M | ||
| Q2 24 | $73.3M | $-24.7M |
自由现金流MANHRVLV
| Q1 26 | — | — | ||
| Q4 25 | $142.4M | $-13.3M | ||
| Q3 25 | $87.2M | $7.5M | ||
| Q2 25 | $70.1M | $10.4M | ||
| Q1 25 | $74.4M | $43.4M | ||
| Q4 24 | $101.6M | $2.1M | ||
| Q3 24 | $61.3M | $8.0M | ||
| Q2 24 | $71.0M | $-25.7M |
自由现金流率MANHRVLV
| Q1 26 | — | — | ||
| Q4 25 | 52.7% | -4.1% | ||
| Q3 25 | 31.6% | 2.5% | ||
| Q2 25 | 25.7% | 3.4% | ||
| Q1 25 | 28.3% | 14.6% | ||
| Q4 24 | 39.7% | 0.7% | ||
| Q3 24 | 23.0% | 2.8% | ||
| Q2 24 | 26.8% | -9.1% |
资本支出强度MANHRVLV
| Q1 26 | 0.3% | — | ||
| Q4 25 | 1.7% | 1.0% | ||
| Q3 25 | 2.1% | 1.5% | ||
| Q2 25 | 1.5% | 0.7% | ||
| Q1 25 | 0.3% | 0.6% | ||
| Q4 24 | 1.2% | 0.6% | ||
| Q3 24 | 0.4% | 0.4% | ||
| Q2 24 | 0.8% | 0.4% |
现金转化率MANHRVLV
| Q1 26 | 1.70× | — | ||
| Q4 25 | 2.83× | -0.55× | ||
| Q3 25 | 1.59× | 0.56× | ||
| Q2 25 | 1.30× | 1.24× | ||
| Q1 25 | 1.43× | 3.82× | ||
| Q4 24 | 2.18× | 0.32× | ||
| Q3 24 | 0.98× | 0.83× | ||
| Q2 24 | 1.39× | -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
MANH
| Services | $125.7M | 45% |
| Cloud subscriptions | $117.1M | 42% |
| Maintenance | $30.6M | 11% |
| Hardware | $6.5M | 2% |
| Software license | $2.2M | 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% |
