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Mobileye Global Inc.（MBLY）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
Mobileye Global Inc.的季度营收约是Revolve Group, Inc.的1.7倍（$558.0M vs $324.4M），Mobileye Global Inc.同比增速更快（27.4% vs 10.4%），过去两年Mobileye Global Inc.的营收复合增速更高（12.7% vs 9.5%）
Mobileye Global Inc.注册地为美国，总部位于以色列，是自动驾驶领域的知名企业，专注研发自动驾驶技术与高级驾驶辅助系统（ADAS），产品涵盖摄像头、计算芯片及配套软件。公司2017年被英特尔收购，2022年重新上市。
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。
MBLY vs RVLV — 直观对比
营收规模更大
MBLY
是对方的1.7倍
$324.4M
营收增速更快
MBLY
高出17.0%
10.4%
两年增速更快
MBLY
近两年复合增速
9.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $558.0M | $324.4M |
| 净利润 | — | $18.6M |
| 毛利率 | 49.3% | 53.3% |
| 营业利润率 | -647.5% | 6.3% |
| 净利率 | — | 5.7% |
| 营收同比 | 27.4% | 10.4% |
| 净利润同比 | — | 50.4% |
| 每股收益（稀释后） | — | $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MBLYRVLV
| Q1 26 | $558.0M | — | ||
| Q4 25 | $446.0M | $324.4M | ||
| Q3 25 | $504.0M | $295.6M | ||
| Q2 25 | $506.0M | $309.0M | ||
| Q1 25 | $438.0M | $296.7M | ||
| Q4 24 | $490.0M | $293.7M | ||
| Q3 24 | $486.0M | $283.1M | ||
| Q2 24 | $439.0M | $282.5M |
净利润MBLYRVLV
| Q1 26 | — | — | ||
| Q4 25 | $-127.0M | $18.6M | ||
| Q3 25 | $-96.0M | $21.2M | ||
| Q2 25 | $-67.0M | $10.2M | ||
| Q1 25 | $-102.0M | $11.8M | ||
| Q4 24 | $-71.0M | $12.3M | ||
| Q3 24 | $-2.7B | $11.0M | ||
| Q2 24 | $-86.0M | $15.4M |
毛利率MBLYRVLV
| Q1 26 | 49.3% | — | ||
| Q4 25 | 45.3% | 53.3% | ||
| Q3 25 | 48.2% | 54.6% | ||
| Q2 25 | 49.8% | 54.1% | ||
| Q1 25 | 47.3% | 52.0% | ||
| Q4 24 | 49.2% | 52.5% | ||
| Q3 24 | 48.8% | 51.2% | ||
| Q2 24 | 47.6% | 54.0% |
营业利润率MBLYRVLV
| Q1 26 | -647.5% | — | ||
| Q4 25 | -31.4% | 6.3% | ||
| Q3 25 | -21.6% | 7.1% | ||
| Q2 25 | -14.6% | 5.8% | ||
| Q1 25 | -26.7% | 5.0% | ||
| Q4 24 | -17.6% | 3.9% | ||
| Q3 24 | -577.6% | 5.0% | ||
| Q2 24 | -21.4% | 5.8% |
净利率MBLYRVLV
| Q1 26 | — | — | ||
| Q4 25 | -28.5% | 5.7% | ||
| Q3 25 | -19.0% | 7.2% | ||
| Q2 25 | -13.2% | 3.3% | ||
| Q1 25 | -23.3% | 4.0% | ||
| Q4 24 | -14.5% | 4.2% | ||
| Q3 24 | -558.6% | 3.9% | ||
| Q2 24 | -19.6% | 5.4% |
每股收益（稀释后）MBLYRVLV
| Q1 26 | — | — | ||
| Q4 25 | $-0.15 | $0.27 | ||
| Q3 25 | $-0.12 | $0.29 | ||
| Q2 25 | $-0.08 | $0.14 | ||
| Q1 25 | $-0.13 | $0.16 | ||
| Q4 24 | $-0.09 | $0.18 | ||
| Q3 24 | $-3.35 | $0.15 | ||
| Q2 24 | $-0.11 | $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 | $1.2B | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $512.5M |
| 总资产 | $8.7B | $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MBLYRVLV
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.8B | $292.3M | ||
| Q3 25 | $1.7B | $315.4M | ||
| Q2 25 | $1.7B | $310.7M | ||
| Q1 25 | $1.5B | $300.8M | ||
| Q4 24 | $1.4B | $256.6M | ||
| Q3 24 | $1.3B | $252.8M | ||
| Q2 24 | $1.2B | $244.7M |
股东权益MBLYRVLV
| Q1 26 | $8.2B | — | ||
| Q4 25 | $11.9B | $512.5M | ||
| Q3 25 | $11.9B | $490.2M | ||
| Q2 25 | $12.1B | $468.6M | ||
| Q1 25 | $12.0B | $453.4M | ||
| Q4 24 | $12.1B | $437.8M | ||
| Q3 24 | $12.1B | $420.8M | ||
| Q2 24 | $14.7B | $405.8M |
总资产MBLYRVLV
| Q1 26 | $8.7B | — | ||
| Q4 25 | $12.5B | $765.0M | ||
| Q3 25 | $12.5B | $751.3M | ||
| Q2 25 | $12.6B | $722.9M | ||
| Q1 25 | $12.5B | $713.9M | ||
| Q4 24 | $12.6B | $665.5M | ||
| Q3 24 | $12.6B | $670.9M | ||
| Q2 24 | $15.3B | $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 | $75.0M | $-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 | — | 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MBLYRVLV
| Q1 26 | $75.0M | — | ||
| Q4 25 | $113.0M | $-10.2M | ||
| Q3 25 | $167.0M | $11.8M | ||
| Q2 25 | $213.0M | $12.6M | ||
| Q1 25 | $109.0M | $45.1M | ||
| Q4 24 | $204.0M | $3.9M | ||
| Q3 24 | $126.0M | $9.1M | ||
| Q2 24 | $30.0M | $-24.7M |
自由现金流MBLYRVLV
| Q1 26 | — | — | ||
| Q4 25 | $86.0M | $-13.3M | ||
| Q3 25 | $143.0M | $7.5M | ||
| Q2 25 | $199.0M | $10.4M | ||
| Q1 25 | $95.0M | $43.4M | ||
| Q4 24 | $191.0M | $2.1M | ||
| Q3 24 | $104.0M | $8.0M | ||
| Q2 24 | $6.0M | $-25.7M |
自由现金流率MBLYRVLV
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | -4.1% | ||
| Q3 25 | 28.4% | 2.5% | ||
| Q2 25 | 39.3% | 3.4% | ||
| Q1 25 | 21.7% | 14.6% | ||
| Q4 24 | 39.0% | 0.7% | ||
| Q3 24 | 21.4% | 2.8% | ||
| Q2 24 | 1.4% | -9.1% |
资本支出强度MBLYRVLV
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 1.0% | ||
| Q3 25 | 4.8% | 1.5% | ||
| Q2 25 | 2.8% | 0.7% | ||
| Q1 25 | 3.2% | 0.6% | ||
| Q4 24 | 2.7% | 0.6% | ||
| Q3 24 | 4.5% | 0.4% | ||
| Q2 24 | 5.5% | 0.4% |
现金转化率MBLYRVLV
| Q1 26 | — | — | ||
| Q4 25 | — | -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× |
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
MBLY
暂无分部数据
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% |
