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MARTIN MIDSTREAM PARTNERS L.P.(MMLP)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MARTIN MIDSTREAM PARTNERS L.P.的1.7倍($324.4M vs $187.7M),Revolve Group, Inc.净利率更高(5.7% vs 1.7%,领先4.0%),Revolve Group, Inc.同比增速更快(10.4% vs -2.5%),MARTIN MIDSTREAM PARTNERS L.P.自由现金流更多($-6.0M vs $-13.3M),过去两年Revolve Group, Inc.的营收复合增速更高(9.5% vs 0.8%)
Martin Midstream Partners L.P.是美国中游能源服务提供商,主营原油、天然气液、精炼石油产品及特种化学品的存储、运输、分销与加工服务,主要服务北美能源及工业领域客户。
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。
MMLP vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.7倍
$187.7M
营收增速更快
RVLV
高出13.0%
-2.5%
净利率更高
RVLV
高出4.0%
1.7%
自由现金流更多
MMLP
多$7.3M
$-13.3M
两年增速更快
RVLV
近两年复合增速
0.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $187.7M | $324.4M |
| 净利润 | $3.2M | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | 4.1% | 6.3% |
| 净利率 | 1.7% | 5.7% |
| 营收同比 | -2.5% | 10.4% |
| 净利润同比 | -37.1% | 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
MMLP
RVLV
| Q1 26 | $187.7M | — | ||
| Q4 25 | $174.2M | $324.4M | ||
| Q3 25 | $168.7M | $295.6M | ||
| Q2 25 | $180.7M | $309.0M | ||
| Q1 25 | $192.5M | $296.7M | ||
| Q4 24 | $171.3M | $293.7M | ||
| Q3 24 | $170.9M | $283.1M | ||
| Q2 24 | $184.5M | $282.5M |
净利润
MMLP
RVLV
| Q1 26 | $3.2M | — | ||
| Q4 25 | $-2.9M | $18.6M | ||
| Q3 25 | $-8.4M | $21.2M | ||
| Q2 25 | $-2.4M | $10.2M | ||
| Q1 25 | $-1.0M | $11.8M | ||
| Q4 24 | $-8.9M | $12.3M | ||
| Q3 24 | $-3.3M | $11.0M | ||
| Q2 24 | $3.8M | $15.4M |
毛利率
MMLP
RVLV
| Q1 26 | — | — | ||
| Q4 25 | 57.1% | 53.3% | ||
| Q3 25 | 55.1% | 54.6% | ||
| Q2 25 | 56.5% | 54.1% | ||
| Q1 25 | 53.5% | 52.0% | ||
| Q4 24 | 58.2% | 52.5% | ||
| Q3 24 | 58.5% | 51.2% | ||
| Q2 24 | 58.4% | 54.0% |
营业利润率
MMLP
RVLV
| Q1 26 | 4.1% | — | ||
| Q4 25 | 7.3% | 6.3% | ||
| Q3 25 | 4.1% | 7.1% | ||
| Q2 25 | 8.2% | 5.8% | ||
| Q1 25 | 7.5% | 5.0% | ||
| Q4 24 | 4.0% | 3.9% | ||
| Q3 24 | 7.4% | 5.0% | ||
| Q2 24 | 10.8% | 5.8% |
净利率
MMLP
RVLV
| Q1 26 | 1.7% | — | ||
| Q4 25 | -1.7% | 5.7% | ||
| Q3 25 | -5.0% | 7.2% | ||
| Q2 25 | -1.3% | 3.3% | ||
| Q1 25 | -0.5% | 4.0% | ||
| Q4 24 | -5.2% | 4.2% | ||
| Q3 24 | -1.9% | 3.9% | ||
| Q2 24 | 2.0% | 5.4% |
每股收益(稀释后)
MMLP
RVLV
| Q1 26 | — | — | ||
| Q4 25 | — | $0.27 | ||
| Q3 25 | — | $0.29 | ||
| Q2 25 | — | $0.14 | ||
| Q1 25 | — | $0.16 | ||
| Q4 24 | — | $0.18 | ||
| Q3 24 | — | $0.15 | ||
| Q2 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 | — | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $512.5M |
| 总资产 | $537.1M | $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
MMLP
RVLV
| Q1 26 | — | — | ||
| Q4 25 | — | $292.3M | ||
| Q3 25 | — | $315.4M | ||
| Q2 25 | — | $310.7M | ||
| Q1 25 | — | $300.8M | ||
| Q4 24 | — | $256.6M | ||
| Q3 24 | — | $252.8M | ||
| Q2 24 | — | $244.7M |
总债务
MMLP
RVLV
| Q1 26 | — | — | ||
| Q4 25 | $428.0M | — | ||
| Q3 25 | $441.3M | — | ||
| Q2 25 | $427.8M | — | ||
| Q1 25 | $451.4M | — | ||
| Q4 24 | $437.6M | — | ||
| Q3 24 | $469.3M | — | ||
| Q2 24 | $439.4M | — |
股东权益
MMLP
RVLV
| Q1 26 | — | — | ||
| Q4 25 | — | $512.5M | ||
| Q3 25 | — | $490.2M | ||
| Q2 25 | — | $468.6M | ||
| Q1 25 | — | $453.4M | ||
| Q4 24 | — | $437.8M | ||
| Q3 24 | — | $420.8M | ||
| Q2 24 | — | $405.8M |
总资产
MMLP
RVLV
| Q1 26 | $537.1M | — | ||
| Q4 25 | $522.4M | $765.0M | ||
| Q3 25 | $510.1M | $751.3M | ||
| Q2 25 | $515.6M | $722.9M | ||
| Q1 25 | $533.4M | $713.9M | ||
| Q4 24 | $538.5M | $665.5M | ||
| Q3 24 | $554.8M | $670.9M | ||
| Q2 24 | $535.1M | $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 | $-6.0M | $-13.3M |
| 自由现金流率自由现金流/营收 | -3.2% | -4.1% |
| 资本支出强度资本支出/营收 | 1.6% | 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 | $27.2M | $48.0M |
8季度趋势,按日历期对齐
经营现金流
MMLP
RVLV
| Q1 26 | — | — | ||
| Q4 25 | $22.4M | $-10.2M | ||
| Q3 25 | $-1.2M | $11.8M | ||
| Q2 25 | $30.9M | $12.6M | ||
| Q1 25 | $-6.0M | $45.1M | ||
| Q4 24 | $42.2M | $3.9M | ||
| Q3 24 | $-15.8M | $9.1M | ||
| Q2 24 | $11.8M | $-24.7M |
自由现金流
MMLP
RVLV
| Q1 26 | $-6.0M | — | ||
| Q4 25 | $15.6M | $-13.3M | ||
| Q3 25 | $-7.9M | $7.5M | ||
| Q2 25 | $25.6M | $10.4M | ||
| Q1 25 | $-11.9M | $43.4M | ||
| Q4 24 | $34.2M | $2.1M | ||
| Q3 24 | $-25.6M | $8.0M | ||
| Q2 24 | $-696.0K | $-25.7M |
自由现金流率
MMLP
RVLV
| Q1 26 | -3.2% | — | ||
| Q4 25 | 8.9% | -4.1% | ||
| Q3 25 | -4.7% | 2.5% | ||
| Q2 25 | 14.2% | 3.4% | ||
| Q1 25 | -6.2% | 14.6% | ||
| Q4 24 | 20.0% | 0.7% | ||
| Q3 24 | -15.0% | 2.8% | ||
| Q2 24 | -0.4% | -9.1% |
资本支出强度
MMLP
RVLV
| Q1 26 | 1.6% | — | ||
| Q4 25 | 3.9% | 1.0% | ||
| Q3 25 | 4.0% | 1.5% | ||
| Q2 25 | 3.0% | 0.7% | ||
| Q1 25 | 3.1% | 0.6% | ||
| Q4 24 | 4.6% | 0.6% | ||
| Q3 24 | 5.8% | 0.4% | ||
| Q2 24 | 6.8% | 0.4% |
现金转化率
MMLP
RVLV
| 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 | 3.13× | -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
MMLP
| Specialty products | $61.6M | 33% |
| Transportation * | $52.8M | 28% |
| Other | $46.5M | 25% |
| Terminalling and storage * | $22.4M | 12% |
| Sulfur services | $4.4M | 2% |
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% |