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MongoDB, Inc.(MDB)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MongoDB, Inc.的1.2倍($772.1M vs $628.3M),Revvity净利率更高(12.7% vs -0.3%,领先13.1%),MongoDB, Inc.同比增速更快(18.7% vs 5.9%),Revvity自由现金流更多($161.8M vs $141.8M),过去两年MongoDB, Inc.的营收复合增速更高(17.1% vs 9.0%)
MongoDB Inc.是美国软件企业,核心业务为开发面向非结构化数据的数据库引擎MongoDB并提供相关商用技术支持。该产品脱胎于NoSQL数据库,后续新增ACID事务等能力,功能覆盖场景持续拓展,可充分满足全球企业级客户的多元需求。
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。
MDB vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.2倍
$628.3M
营收增速更快
MDB
高出12.8%
5.9%
净利率更高
RVTY
高出13.1%
-0.3%
自由现金流更多
RVTY
多$20.0M
$141.8M
两年增速更快
MDB
近两年复合增速
9.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $628.3M | $772.1M |
| 净利润 | $-2.0M | $98.4M |
| 毛利率 | 71.5% | — |
| 营业利润率 | -2.9% | 14.5% |
| 净利率 | -0.3% | 12.7% |
| 营收同比 | 18.7% | 5.9% |
| 净利润同比 | 79.5% | 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
MDB
RVTY
| Q4 25 | $628.3M | $772.1M | ||
| Q3 25 | $591.4M | $698.9M | ||
| Q2 25 | $549.0M | $720.3M | ||
| Q1 25 | $548.4M | $664.8M | ||
| Q4 24 | $529.4M | $729.4M | ||
| Q3 24 | $478.1M | $684.0M | ||
| Q2 24 | $450.6M | $691.7M | ||
| Q1 24 | $458.0M | $649.9M |
净利润
MDB
RVTY
| Q4 25 | $-2.0M | $98.4M | ||
| Q3 25 | $-47.0M | $46.7M | ||
| Q2 25 | $-37.6M | $53.9M | ||
| Q1 25 | $15.8M | $42.2M | ||
| Q4 24 | $-9.8M | $94.6M | ||
| Q3 24 | $-54.5M | $94.4M | ||
| Q2 24 | $-80.6M | $55.4M | ||
| Q1 24 | $-55.5M | $26.0M |
毛利率
MDB
RVTY
| Q4 25 | 71.5% | — | ||
| Q3 25 | 71.0% | 53.6% | ||
| Q2 25 | 71.2% | 54.5% | ||
| Q1 25 | 72.8% | 56.5% | ||
| Q4 24 | 74.4% | — | ||
| Q3 24 | 73.2% | 56.3% | ||
| Q2 24 | 72.8% | 55.7% | ||
| Q1 24 | 75.0% | 54.6% |
营业利润率
MDB
RVTY
| Q4 25 | -2.9% | 14.5% | ||
| Q3 25 | -11.0% | 11.7% | ||
| Q2 25 | -9.8% | 12.6% | ||
| Q1 25 | -3.4% | 10.9% | ||
| Q4 24 | -5.3% | 16.3% | ||
| Q3 24 | -14.9% | 14.3% | ||
| Q2 24 | -21.8% | 12.4% | ||
| Q1 24 | -15.5% | 6.8% |
净利率
MDB
RVTY
| Q4 25 | -0.3% | 12.7% | ||
| Q3 25 | -8.0% | 6.7% | ||
| Q2 25 | -6.9% | 7.5% | ||
| Q1 25 | 2.9% | 6.4% | ||
| Q4 24 | -1.8% | 13.0% | ||
| Q3 24 | -11.4% | 13.8% | ||
| Q2 24 | -17.9% | 8.0% | ||
| Q1 24 | -12.1% | 4.0% |
每股收益(稀释后)
MDB
RVTY
| Q4 25 | — | $0.86 | ||
| Q3 25 | — | $0.40 | ||
| Q2 25 | — | $0.46 | ||
| Q1 25 | — | $0.35 | ||
| Q4 24 | — | $0.77 | ||
| Q3 24 | — | $0.77 | ||
| Q2 24 | — | $0.45 | ||
| Q1 24 | — | $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 | $834.1M | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $7.3B |
| 总资产 | $3.6B | $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
MDB
RVTY
| Q4 25 | $834.1M | $919.9M | ||
| Q3 25 | $647.1M | $931.4M | ||
| Q2 25 | $657.8M | $991.8M | ||
| Q1 25 | $490.1M | $1.1B | ||
| Q4 24 | $673.1M | $1.2B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $815.7M | $2.0B | ||
| Q1 24 | $803.0M | $1.7B |
股东权益
MDB
RVTY
| Q4 25 | $2.9B | $7.3B | ||
| Q3 25 | $2.9B | $7.4B | ||
| Q2 25 | $3.0B | $7.6B | ||
| Q1 25 | $2.8B | $7.6B | ||
| Q4 24 | $1.5B | $7.7B | ||
| Q3 24 | $1.4B | $7.9B | ||
| Q2 24 | $1.3B | $7.9B | ||
| Q1 24 | $1.1B | $7.8B |
总资产
MDB
RVTY
| Q4 25 | $3.6B | $12.2B | ||
| Q3 25 | $3.5B | $12.1B | ||
| Q2 25 | $3.6B | $12.4B | ||
| Q1 25 | $3.4B | $12.4B | ||
| Q4 24 | $3.2B | $12.4B | ||
| Q3 24 | $3.1B | $12.8B | ||
| Q2 24 | $3.0B | $13.4B | ||
| Q1 24 | $2.9B | $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 | $143.5M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $141.8M | $161.8M |
| 自由现金流率自由现金流/营收 | 22.6% | 21.0% |
| 资本支出强度资本支出/营收 | 0.3% | 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 | $346.3M | $509.4M |
8季度趋势,按日历期对齐
经营现金流
MDB
RVTY
| Q4 25 | $143.5M | $182.0M | ||
| Q3 25 | $72.1M | $138.5M | ||
| Q2 25 | $109.9M | $134.3M | ||
| Q1 25 | $50.5M | $128.2M | ||
| Q4 24 | $37.4M | $174.2M | ||
| Q3 24 | $-1.4M | $147.9M | ||
| Q2 24 | $63.6M | $158.6M | ||
| Q1 24 | $54.6M | $147.6M |
自由现金流
MDB
RVTY
| Q4 25 | $141.8M | $161.8M | ||
| Q3 25 | $71.6M | $120.0M | ||
| Q2 25 | $108.3M | $115.5M | ||
| Q1 25 | $24.6M | $112.2M | ||
| Q4 24 | $35.5M | $149.8M | ||
| Q3 24 | $-2.4M | $125.6M | ||
| Q2 24 | $63.1M | $136.6M | ||
| Q1 24 | $51.9M | $129.7M |
自由现金流率
MDB
RVTY
| Q4 25 | 22.6% | 21.0% | ||
| Q3 25 | 12.1% | 17.2% | ||
| Q2 25 | 19.7% | 16.0% | ||
| Q1 25 | 4.5% | 16.9% | ||
| Q4 24 | 6.7% | 20.5% | ||
| Q3 24 | -0.5% | 18.4% | ||
| Q2 24 | 14.0% | 19.7% | ||
| Q1 24 | 11.3% | 20.0% |
资本支出强度
MDB
RVTY
| Q4 25 | 0.3% | 2.6% | ||
| Q3 25 | 0.1% | 2.6% | ||
| Q2 25 | 0.3% | 2.6% | ||
| Q1 25 | 4.7% | 2.4% | ||
| Q4 24 | 0.4% | 3.4% | ||
| Q3 24 | 0.2% | 3.3% | ||
| Q2 24 | 0.1% | 3.2% | ||
| Q1 24 | 0.6% | 2.7% |
现金转化率
MDB
RVTY
| Q4 25 | — | 1.85× | ||
| Q3 25 | — | 2.97× | ||
| Q2 25 | — | 2.49× | ||
| Q1 25 | 3.19× | 3.03× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | — | 1.57× | ||
| Q2 24 | — | 2.87× | ||
| Q1 24 | — | 5.67× |
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
MDB
| Mongo DB Atlas Related | $470.4M | 75% |
| Other Subscription | $138.7M | 22% |
| Services | $19.2M | 3% |
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% |