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摩凡陀集团(MOV)与Rocket Lab Corp(RKLB)财务数据对比。点击上方公司名可切换其他公司
摩凡陀集团的季度营收约是Rocket Lab Corp的1.0倍($186.1M vs $179.7M),摩凡陀集团净利率更高(5.1% vs -29.5%,领先34.6%),Rocket Lab Corp同比增速更快(35.7% vs 1.9%),摩凡陀集团自由现金流更多($11.6M vs $-114.2M),过去两年Rocket Lab Corp的营收复合增速更高(39.2% vs 2.9%)
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。
Rocket Lab是公开上市的航空航天制造商及发射服务提供商,旗下Electron轨道火箭主打小型卫星发射,截至2026年1月已成功完成超75次任务,是全球现役发射次数最多的小型运载火箭。公司还开发了Electron的亚轨道改型HASTE用作高超音速技术测试平台,下一代可复用中型运载火箭Neutron目前也在研发中。
MOV vs RKLB — 直观对比
营收规模更大
MOV
是对方的1.0倍
$179.7M
营收增速更快
RKLB
高出33.8%
1.9%
净利率更高
MOV
高出34.6%
-29.5%
自由现金流更多
MOV
多$125.8M
$-114.2M
两年增速更快
RKLB
近两年复合增速
2.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $186.1M | $179.7M |
| 净利润 | $9.6M | $-52.9M |
| 毛利率 | 54.3% | 38.0% |
| 营业利润率 | 6.3% | -28.4% |
| 净利率 | 5.1% | -29.5% |
| 营收同比 | 1.9% | 35.7% |
| 净利润同比 | 89.8% | -1.1% |
| 每股收益(稀释后) | $0.42 | $-0.09 |
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
MOV
RKLB
| Q4 25 | $186.1M | $179.7M | ||
| Q3 25 | $161.8M | $155.1M | ||
| Q2 25 | $131.8M | $144.5M | ||
| Q1 25 | $181.5M | $122.6M | ||
| Q4 24 | $180.5M | $132.4M | ||
| Q3 24 | $157.0M | $104.8M | ||
| Q2 24 | $134.4M | $106.3M | ||
| Q1 24 | $175.8M | $92.8M |
净利润
MOV
RKLB
| Q4 25 | $9.6M | $-52.9M | ||
| Q3 25 | $3.0M | $-18.3M | ||
| Q2 25 | $1.4M | $-66.4M | ||
| Q1 25 | $8.1M | $-60.6M | ||
| Q4 24 | $4.8M | $-52.3M | ||
| Q3 24 | $3.5M | $-51.9M | ||
| Q2 24 | $2.0M | $-41.6M | ||
| Q1 24 | $9.8M | $-44.3M |
毛利率
MOV
RKLB
| Q4 25 | 54.3% | 38.0% | ||
| Q3 25 | 54.1% | 37.0% | ||
| Q2 25 | 54.1% | 32.1% | ||
| Q1 25 | 54.2% | 28.8% | ||
| Q4 24 | 53.5% | 27.8% | ||
| Q3 24 | 54.3% | 26.7% | ||
| Q2 24 | 54.3% | 25.6% | ||
| Q1 24 | 53.5% | 26.1% |
营业利润率
MOV
RKLB
| Q4 25 | 6.3% | -28.4% | ||
| Q3 25 | 2.5% | -38.0% | ||
| Q2 25 | 0.2% | -41.3% | ||
| Q1 25 | 5.1% | -48.3% | ||
| Q4 24 | 3.3% | -38.9% | ||
| Q3 24 | 1.7% | -49.5% | ||
| Q2 24 | 1.6% | -40.7% | ||
| Q1 24 | 6.1% | -46.4% |
净利率
MOV
RKLB
| Q4 25 | 5.1% | -29.5% | ||
| Q3 25 | 1.8% | -11.8% | ||
| Q2 25 | 1.1% | -46.0% | ||
| Q1 25 | 4.4% | -49.5% | ||
| Q4 24 | 2.7% | -39.5% | ||
| Q3 24 | 2.2% | -49.6% | ||
| Q2 24 | 1.5% | -39.2% | ||
| Q1 24 | 5.6% | -47.7% |
每股收益(稀释后)
MOV
RKLB
| Q4 25 | $0.42 | $-0.09 | ||
| Q3 25 | $0.13 | $-0.03 | ||
| Q2 25 | $0.06 | $-0.13 | ||
| Q1 25 | $0.36 | $-0.12 | ||
| Q4 24 | $0.21 | $-0.11 | ||
| Q3 24 | $0.15 | $-0.10 | ||
| Q2 24 | $0.09 | $-0.08 | ||
| Q1 24 | $0.44 | $-0.09 |
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 | $1.0B |
| 总债务越低越好 | — | $152.4M |
| 股东权益账面价值 | $497.5M | $1.7B |
| 总资产 | $751.9M | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势,按日历期对齐
现金及短期投资
MOV
RKLB
| Q4 25 | $183.9M | $1.0B | ||
| Q3 25 | $180.5M | $976.7M | ||
| Q2 25 | $203.1M | $688.1M | ||
| Q1 25 | $208.5M | $428.4M | ||
| Q4 24 | $181.5M | $419.0M | ||
| Q3 24 | $198.3M | $442.4M | ||
| Q2 24 | $225.4M | $496.8M | ||
| Q1 24 | $262.1M | $492.5M |
总债务
MOV
RKLB
| Q4 25 | — | $152.4M | ||
| Q3 25 | — | $347.0M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $345.9M | ||
| Q4 24 | — | $345.4M | ||
| Q3 24 | — | $61.2M | ||
| Q2 24 | — | $64.2M | ||
| Q1 24 | — | $66.8M |
股东权益
MOV
RKLB
| Q4 25 | $497.5M | $1.7B | ||
| Q3 25 | $489.9M | $1.3B | ||
| Q2 25 | $493.2M | $688.5M | ||
| Q1 25 | $481.3M | $431.3M | ||
| Q4 24 | $491.3M | $382.5M | ||
| Q3 24 | $492.0M | $419.8M | ||
| Q2 24 | $489.6M | $455.2M | ||
| Q1 24 | $505.9M | $478.9M |
总资产
MOV
RKLB
| Q4 25 | $751.9M | $2.3B | ||
| Q3 25 | $748.7M | $2.2B | ||
| Q2 25 | $747.2M | $1.6B | ||
| Q1 25 | $729.2M | $1.3B | ||
| Q4 24 | $747.2M | $1.2B | ||
| Q3 24 | $742.5M | $1.2B | ||
| Q2 24 | $736.0M | $1.2B | ||
| Q1 24 | $756.5M | $1.2B |
负债/权益比
MOV
RKLB
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 0.15× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.14× |
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 | $-64.5M |
| 自由现金流经营现金流 - 资本支出 | $11.6M | $-114.2M |
| 自由现金流率自由现金流/营收 | 6.2% | -63.6% |
| 资本支出强度资本支出/营收 | 0.4% | 27.6% |
| 现金转化率经营现金流/净利润 | 1.28× | — |
| 过去12个月自由现金流最近4个季度 | $35.3M | $-321.8M |
8季度趋势,按日历期对齐
经营现金流
MOV
RKLB
| Q4 25 | $12.3M | $-64.5M | ||
| Q3 25 | $-3.8M | $-23.5M | ||
| Q2 25 | $-7.2M | $-23.2M | ||
| Q1 25 | $39.1M | $-54.2M | ||
| Q4 24 | $-4.7M | $-2.4M | ||
| Q3 24 | $-17.8M | $-30.9M | ||
| Q2 24 | $-18.1M | $-13.0M | ||
| Q1 24 | $69.4M | $-2.6M |
自由现金流
MOV
RKLB
| Q4 25 | $11.6M | $-114.2M | ||
| Q3 25 | $-5.1M | $-69.4M | ||
| Q2 25 | $-8.7M | $-55.3M | ||
| Q1 25 | $37.5M | $-82.9M | ||
| Q4 24 | $-7.2M | $-23.9M | ||
| Q3 24 | $-20.1M | $-41.9M | ||
| Q2 24 | $-19.7M | $-28.3M | ||
| Q1 24 | $67.8M | $-21.8M |
自由现金流率
MOV
RKLB
| Q4 25 | 6.2% | -63.6% | ||
| Q3 25 | -3.1% | -44.8% | ||
| Q2 25 | -6.6% | -38.3% | ||
| Q1 25 | 20.7% | -67.6% | ||
| Q4 24 | -4.0% | -18.1% | ||
| Q3 24 | -12.8% | -40.0% | ||
| Q2 24 | -14.7% | -26.7% | ||
| Q1 24 | 38.6% | -23.5% |
资本支出强度
MOV
RKLB
| Q4 25 | 0.4% | 27.6% | ||
| Q3 25 | 0.8% | 29.6% | ||
| Q2 25 | 1.2% | 22.2% | ||
| Q1 25 | 0.9% | 23.4% | ||
| Q4 24 | 1.4% | 16.3% | ||
| Q3 24 | 1.5% | 10.5% | ||
| Q2 24 | 1.2% | 14.4% | ||
| Q1 24 | 0.9% | 20.7% |
现金转化率
MOV
RKLB
| Q4 25 | 1.28× | — | ||
| Q3 25 | -1.27× | — | ||
| Q2 25 | -5.08× | — | ||
| 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% |
RKLB
| Products | $94.0M | 52% |
| Transferred Over Time | $87.3M | 49% |