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Mobileye Global Inc.（MBLY）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Mobileye Global Inc.的1.4倍（$772.1M vs $558.0M），Mobileye Global Inc.同比增速更快（27.4% vs 5.9%），过去两年Mobileye Global Inc.的营收复合增速更高（12.7% vs 9.0%）
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。
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。
MBLY vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.4倍
$558.0M
营收增速更快
MBLY
高出21.5%
5.9%
两年增速更快
MBLY
近两年复合增速
9.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $558.0M | $772.1M |
| 净利润 | — | $98.4M |
| 毛利率 | 49.3% | — |
| 营业利润率 | -647.5% | 14.5% |
| 净利率 | — | 12.7% |
| 营收同比 | 27.4% | 5.9% |
| 净利润同比 | — | 3.9% |
| 每股收益（稀释后） | — | $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MBLYRVTY
| Q1 26 | $558.0M | — | ||
| Q4 25 | $446.0M | $772.1M | ||
| Q3 25 | $504.0M | $698.9M | ||
| Q2 25 | $506.0M | $720.3M | ||
| Q1 25 | $438.0M | $664.8M | ||
| Q4 24 | $490.0M | $729.4M | ||
| Q3 24 | $486.0M | $684.0M | ||
| Q2 24 | $439.0M | $691.7M |
净利润MBLYRVTY
| Q1 26 | — | — | ||
| Q4 25 | $-127.0M | $98.4M | ||
| Q3 25 | $-96.0M | $46.7M | ||
| Q2 25 | $-67.0M | $53.9M | ||
| Q1 25 | $-102.0M | $42.2M | ||
| Q4 24 | $-71.0M | $94.6M | ||
| Q3 24 | $-2.7B | $94.4M | ||
| Q2 24 | $-86.0M | $55.4M |
毛利率MBLYRVTY
| Q1 26 | 49.3% | — | ||
| Q4 25 | 45.3% | — | ||
| Q3 25 | 48.2% | 53.6% | ||
| Q2 25 | 49.8% | 54.5% | ||
| Q1 25 | 47.3% | 56.5% | ||
| Q4 24 | 49.2% | — | ||
| Q3 24 | 48.8% | 56.3% | ||
| Q2 24 | 47.6% | 55.7% |
营业利润率MBLYRVTY
| Q1 26 | -647.5% | — | ||
| Q4 25 | -31.4% | 14.5% | ||
| Q3 25 | -21.6% | 11.7% | ||
| Q2 25 | -14.6% | 12.6% | ||
| Q1 25 | -26.7% | 10.9% | ||
| Q4 24 | -17.6% | 16.3% | ||
| Q3 24 | -577.6% | 14.3% | ||
| Q2 24 | -21.4% | 12.4% |
净利率MBLYRVTY
| Q1 26 | — | — | ||
| Q4 25 | -28.5% | 12.7% | ||
| Q3 25 | -19.0% | 6.7% | ||
| Q2 25 | -13.2% | 7.5% | ||
| Q1 25 | -23.3% | 6.4% | ||
| Q4 24 | -14.5% | 13.0% | ||
| Q3 24 | -558.6% | 13.8% | ||
| Q2 24 | -19.6% | 8.0% |
每股收益（稀释后）MBLYRVTY
| Q1 26 | — | — | ||
| Q4 25 | $-0.15 | $0.86 | ||
| Q3 25 | $-0.12 | $0.40 | ||
| Q2 25 | $-0.08 | $0.46 | ||
| Q1 25 | $-0.13 | $0.35 | ||
| Q4 24 | $-0.09 | $0.77 | ||
| Q3 24 | $-3.35 | $0.77 | ||
| Q2 24 | $-0.11 | $0.45 |
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 | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $7.3B |
| 总资产 | $8.7B | $12.2B |
| 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MBLYRVTY
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.8B | $919.9M | ||
| Q3 25 | $1.7B | $931.4M | ||
| Q2 25 | $1.7B | $991.8M | ||
| Q1 25 | $1.5B | $1.1B | ||
| Q4 24 | $1.4B | $1.2B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $1.2B | $2.0B |
股东权益MBLYRVTY
| Q1 26 | $8.2B | — | ||
| Q4 25 | $11.9B | $7.3B | ||
| Q3 25 | $11.9B | $7.4B | ||
| Q2 25 | $12.1B | $7.6B | ||
| Q1 25 | $12.0B | $7.6B | ||
| Q4 24 | $12.1B | $7.7B | ||
| Q3 24 | $12.1B | $7.9B | ||
| Q2 24 | $14.7B | $7.9B |
总资产MBLYRVTY
| Q1 26 | $8.7B | — | ||
| Q4 25 | $12.5B | $12.2B | ||
| Q3 25 | $12.5B | $12.1B | ||
| Q2 25 | $12.6B | $12.4B | ||
| Q1 25 | $12.5B | $12.4B | ||
| Q4 24 | $12.6B | $12.4B | ||
| Q3 24 | $12.6B | $12.8B | ||
| Q2 24 | $15.3B | $13.4B |
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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | — | $161.8M |
| 自由现金流率自由现金流/营收 | — | 21.0% |
| 资本支出强度资本支出/营收 | — | 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 | — | $509.4M |
8季度趋势，按日历期对齐
经营现金流MBLYRVTY
| Q1 26 | $75.0M | — | ||
| Q4 25 | $113.0M | $182.0M | ||
| Q3 25 | $167.0M | $138.5M | ||
| Q2 25 | $213.0M | $134.3M | ||
| Q1 25 | $109.0M | $128.2M | ||
| Q4 24 | $204.0M | $174.2M | ||
| Q3 24 | $126.0M | $147.9M | ||
| Q2 24 | $30.0M | $158.6M |
自由现金流MBLYRVTY
| Q1 26 | — | — | ||
| Q4 25 | $86.0M | $161.8M | ||
| Q3 25 | $143.0M | $120.0M | ||
| Q2 25 | $199.0M | $115.5M | ||
| Q1 25 | $95.0M | $112.2M | ||
| Q4 24 | $191.0M | $149.8M | ||
| Q3 24 | $104.0M | $125.6M | ||
| Q2 24 | $6.0M | $136.6M |
自由现金流率MBLYRVTY
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 21.0% | ||
| Q3 25 | 28.4% | 17.2% | ||
| Q2 25 | 39.3% | 16.0% | ||
| Q1 25 | 21.7% | 16.9% | ||
| Q4 24 | 39.0% | 20.5% | ||
| Q3 24 | 21.4% | 18.4% | ||
| Q2 24 | 1.4% | 19.7% |
资本支出强度MBLYRVTY
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 2.6% | ||
| Q3 25 | 4.8% | 2.6% | ||
| Q2 25 | 2.8% | 2.6% | ||
| Q1 25 | 3.2% | 2.4% | ||
| Q4 24 | 2.7% | 3.4% | ||
| Q3 24 | 4.5% | 3.3% | ||
| Q2 24 | 5.5% | 3.2% |
现金转化率MBLYRVTY
| Q1 26 | — | — | ||
| Q4 25 | — | 1.85× | ||
| Q3 25 | — | 2.97× | ||
| Q2 25 | — | 2.49× | ||
| Q1 25 | — | 3.03× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | — | 1.57× | ||
| Q2 24 | — | 2.87× |
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
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% |
