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摩凡陀集团（MOV）与BRC Group Holdings, Inc.（RILY）财务数据对比。点击上方公司名可切换其他公司
BRC Group Holdings, Inc.的季度营收约是摩凡陀集团的1.0倍（$188.3M vs $186.1M），BRC Group Holdings, Inc.净利率更高（47.9% vs 5.1%，领先42.8%），摩凡陀集团同比增速更快（1.9% vs -21.9%），过去两年摩凡陀集团的营收复合增速更高（2.9% vs -15.4%）
摩凡陀集团是源自瑞士的美国奢侈钟表品牌，创始于1881年，品牌名取自世界语，原意为“律动”。摩凡陀腕表以12点钟位置标志性的金属圆点设计与极简风格著称，其中博物馆腕表更是品牌最广为人知的经典代表作。
MOV vs RILY — 直观对比
营收规模更大
RILY
是对方的1.0倍
$186.1M
营收增速更快
MOV
高出23.7%
-21.9%
净利率更高
RILY
高出42.8%
5.1%
两年增速更快
MOV
近两年复合增速
-15.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $186.1M | $188.3M |
| 净利润 | $9.6M | $90.3M |
| 毛利率 | 54.3% | 79.5% |
| 营业利润率 | 6.3% | 32.3% |
| 净利率 | 5.1% | 47.9% |
| 营收同比 | 1.9% | -21.9% |
| 净利润同比 | 89.8% | 1710.8% |
| 每股收益（稀释后） | $0.42 | $2.78 |
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MOVRILY
| Q4 25 | $186.1M | $188.3M | ||
| Q3 25 | $161.8M | $215.3M | ||
| Q2 25 | $131.8M | $188.2M | ||
| Q1 25 | $181.5M | $197.2M | ||
| Q4 24 | $180.5M | $241.0M | ||
| Q3 24 | $157.0M | $225.5M | ||
| Q2 24 | $134.4M | $256.0M | ||
| Q1 24 | $175.8M | $263.4M |
净利润MOVRILY
| Q4 25 | $9.6M | $90.3M | ||
| Q3 25 | $3.0M | $91.1M | ||
| Q2 25 | $1.4M | $139.5M | ||
| Q1 25 | $8.1M | $-10.0M | ||
| Q4 24 | $4.8M | $-5.6M | ||
| Q3 24 | $3.5M | $-284.4M | ||
| Q2 24 | $2.0M | $-433.6M | ||
| Q1 24 | $9.8M | $-49.2M |
毛利率MOVRILY
| Q4 25 | 54.3% | 79.5% | ||
| Q3 25 | 54.1% | 83.7% | ||
| Q2 25 | 54.1% | 81.3% | ||
| Q1 25 | 54.2% | 81.4% | ||
| Q4 24 | 53.5% | 79.8% | ||
| Q3 24 | 54.3% | 82.1% | ||
| Q2 24 | 54.3% | 84.5% | ||
| Q1 24 | 53.5% | 85.3% |
营业利润率MOVRILY
| Q4 25 | 6.3% | 32.3% | ||
| Q3 25 | 2.5% | 30.4% | ||
| Q2 25 | 0.2% | 5.7% | ||
| Q1 25 | 5.1% | -31.2% | ||
| Q4 24 | 3.3% | -69.2% | ||
| Q3 24 | 1.7% | -36.4% | ||
| Q2 24 | 1.6% | -90.8% | ||
| Q1 24 | 6.1% | -6.1% |
净利率MOVRILY
| Q4 25 | 5.1% | 47.9% | ||
| Q3 25 | 1.8% | 42.3% | ||
| Q2 25 | 1.1% | 74.1% | ||
| Q1 25 | 4.4% | -5.1% | ||
| Q4 24 | 2.7% | -2.3% | ||
| Q3 24 | 2.2% | -126.1% | ||
| Q2 24 | 1.5% | -169.4% | ||
| Q1 24 | 5.6% | -18.7% |
每股收益（稀释后）MOVRILY
| Q4 25 | $0.42 | $2.78 | ||
| Q3 25 | $0.13 | $2.91 | ||
| Q2 25 | $0.06 | $4.50 | ||
| Q1 25 | $0.36 | $-0.39 | ||
| Q4 24 | $0.21 | $-0.01 | ||
| Q3 24 | $0.15 | $-9.39 | ||
| Q2 24 | $0.09 | $-14.35 | ||
| Q1 24 | $0.44 | $-1.71 |
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 | $183.9M | $226.6M |
| 总债务越低越好 | — | $1.4B |
| 股东权益账面价值 | $497.5M | $-171.5M |
| 总资产 | $751.9M | $1.7B |
| 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MOVRILY
| Q4 25 | $183.9M | $226.6M | ||
| Q3 25 | $180.5M | $184.2M | ||
| Q2 25 | $203.1M | $267.4M | ||
| Q1 25 | $208.5M | $138.3M | ||
| Q4 24 | $181.5M | $146.9M | ||
| Q3 24 | $198.3M | $159.2M | ||
| Q2 24 | $225.4M | $236.9M | ||
| Q1 24 | $262.1M | $190.7M |
总债务MOVRILY
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益MOVRILY
| Q4 25 | $497.5M | $-171.5M | ||
| Q3 25 | $489.9M | $-260.5M | ||
| Q2 25 | $493.2M | $-351.7M | ||
| Q1 25 | $481.3M | $-496.8M | ||
| Q4 24 | $491.3M | $-488.2M | ||
| Q3 24 | $492.0M | $-497.6M | ||
| Q2 24 | $489.6M | $-218.3M | ||
| Q1 24 | $505.9M | $228.4M |
总资产MOVRILY
| Q4 25 | $751.9M | $1.7B | ||
| Q3 25 | $748.7M | $1.7B | ||
| Q2 25 | $747.2M | $1.5B | ||
| Q1 25 | $729.2M | $1.5B | ||
| Q4 24 | $747.2M | $1.8B | ||
| Q3 24 | $742.5M | $2.2B | ||
| Q2 24 | $736.0M | $3.2B | ||
| Q1 24 | $756.5M | $5.0B |
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 | $12.3M | $26.2M |
| 自由现金流经营现金流 - 资本支出 | $11.6M | — |
| 自由现金流率自由现金流/营收 | 6.2% | — |
| 资本支出强度资本支出/营收 | 0.4% | — |
| 现金转化率经营现金流/净利润 | 1.28× | 0.29× |
| 过去12个月自由现金流最近4个季度 | $35.3M | — |
8季度趋势，按日历期对齐
经营现金流MOVRILY
| Q4 25 | $12.3M | $26.2M | ||
| Q3 25 | $-3.8M | $-60.6M | ||
| Q2 25 | $-7.2M | $-25.6M | ||
| Q1 25 | $39.1M | $184.0K | ||
| Q4 24 | $-4.7M | $-2.7M | ||
| Q3 24 | $-17.8M | $19.5M | ||
| Q2 24 | $-18.1M | $111.5M | ||
| Q1 24 | $69.4M | $135.4M |
自由现金流MOVRILY
| Q4 25 | $11.6M | — | ||
| Q3 25 | $-5.1M | — | ||
| Q2 25 | $-8.7M | — | ||
| Q1 25 | $37.5M | — | ||
| Q4 24 | $-7.2M | — | ||
| Q3 24 | $-20.1M | — | ||
| Q2 24 | $-19.7M | — | ||
| Q1 24 | $67.8M | — |
自由现金流率MOVRILY
| Q4 25 | 6.2% | — | ||
| Q3 25 | -3.1% | — | ||
| Q2 25 | -6.6% | — | ||
| Q1 25 | 20.7% | — | ||
| Q4 24 | -4.0% | — | ||
| Q3 24 | -12.8% | — | ||
| Q2 24 | -14.7% | — | ||
| Q1 24 | 38.6% | — |
资本支出强度MOVRILY
| Q4 25 | 0.4% | — | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 1.2% | — | ||
| Q1 24 | 0.9% | — |
现金转化率MOVRILY
| Q4 25 | 1.28× | 0.29× | ||
| Q3 25 | -1.27× | -0.66× | ||
| Q2 25 | -5.08× | -0.18× | ||
| Q1 25 | 4.86× | — | ||
| Q4 24 | -0.98× | — | ||
| Q3 24 | -5.14× | — | ||
| Q2 24 | -8.97× | — | ||
| Q1 24 | 7.06× | — |
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
MOV
| Other | $81.4M | 44% |
| Owned Brands Category | $46.0M | 25% |
| Sales Channel Directly To Consumer | $35.3M | 19% |
| Company Stores | $23.4M | 13% |
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |
