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MERCURY SYSTEMS INC（MRCY）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MERCURY SYSTEMS INC的1.4倍（$324.4M vs $232.9M），Revolve Group, Inc.净利率更高（5.7% vs -6.5%，领先12.2%），Revolve Group, Inc.同比增速更快（10.4% vs 4.4%），MERCURY SYSTEMS INC自由现金流更多（$45.7M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs 5.7%）
Mercury Systems是一家服务于航空航天与国防领域的科技企业，专注于设计、研发及生产开放式架构计算机软硬件产品，覆盖安全嵌入式处理模块与子系统、航电任务计算机及显示器、加固型安全服务器、可信微电子组件与子系统等多类产品。
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。
MRCY vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.4倍
$232.9M
营收增速更快
RVLV
高出6.1%
4.4%
净利率更高
RVLV
高出12.2%
-6.5%
自由现金流更多
MRCY
多$59.0M
$-13.3M
两年增速更快
RVLV
近两年复合增速
5.7%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $232.9M | $324.4M |
| 净利润 | $-15.1M | $18.6M |
| 毛利率 | 26.0% | 53.3% |
| 营业利润率 | -4.6% | 6.3% |
| 净利率 | -6.5% | 5.7% |
| 营收同比 | 4.4% | 10.4% |
| 净利润同比 | 14.1% | 50.4% |
| 每股收益（稀释后） | $-0.26 | $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MRCYRVLV
| Q4 25 | $232.9M | $324.4M | ||
| Q3 25 | $225.2M | $295.6M | ||
| Q2 25 | $273.1M | $309.0M | ||
| Q1 25 | $211.4M | $296.7M | ||
| Q4 24 | $223.1M | $293.7M | ||
| Q3 24 | $204.4M | $283.1M | ||
| Q2 24 | $248.6M | $282.5M | ||
| Q1 24 | $208.3M | $270.6M |
净利润MRCYRVLV
| Q4 25 | $-15.1M | $18.6M | ||
| Q3 25 | $-12.5M | $21.2M | ||
| Q2 25 | $16.4M | $10.2M | ||
| Q1 25 | $-19.2M | $11.8M | ||
| Q4 24 | $-17.6M | $12.3M | ||
| Q3 24 | $-17.5M | $11.0M | ||
| Q2 24 | $-10.8M | $15.4M | ||
| Q1 24 | $-44.6M | $10.9M |
毛利率MRCYRVLV
| Q4 25 | 26.0% | 53.3% | ||
| Q3 25 | 27.9% | 54.6% | ||
| Q2 25 | 31.0% | 54.1% | ||
| Q1 25 | 27.0% | 52.0% | ||
| Q4 24 | 27.3% | 52.5% | ||
| Q3 24 | 25.3% | 51.2% | ||
| Q2 24 | 29.5% | 54.0% | ||
| Q1 24 | 19.5% | 52.3% |
营业利润率MRCYRVLV
| Q4 25 | -4.6% | 6.3% | ||
| Q3 25 | -3.8% | 7.1% | ||
| Q2 25 | 8.6% | 5.8% | ||
| Q1 25 | -8.2% | 5.0% | ||
| Q4 24 | -5.6% | 3.9% | ||
| Q3 24 | -6.6% | 5.0% | ||
| Q2 24 | -3.2% | 5.8% | ||
| Q1 24 | -21.9% | 3.4% |
净利率MRCYRVLV
| Q4 25 | -6.5% | 5.7% | ||
| Q3 25 | -5.6% | 7.2% | ||
| Q2 25 | 6.0% | 3.3% | ||
| Q1 25 | -9.1% | 4.0% | ||
| Q4 24 | -7.9% | 4.2% | ||
| Q3 24 | -8.6% | 3.9% | ||
| Q2 24 | -4.3% | 5.4% | ||
| Q1 24 | -21.4% | 4.0% |
每股收益（稀释后）MRCYRVLV
| Q4 25 | $-0.26 | $0.27 | ||
| Q3 25 | $-0.21 | $0.29 | ||
| Q2 25 | $0.28 | $0.14 | ||
| Q1 25 | $-0.33 | $0.16 | ||
| Q4 24 | $-0.30 | $0.18 | ||
| Q3 24 | $-0.30 | $0.15 | ||
| Q2 24 | $-0.18 | $0.21 | ||
| Q1 24 | $-0.77 | $0.15 |
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 | $335.0M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $512.5M |
| 总资产 | $2.5B | $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MRCYRVLV
| Q4 25 | $335.0M | $292.3M | ||
| Q3 25 | $304.7M | $315.4M | ||
| Q2 25 | $309.1M | $310.7M | ||
| Q1 25 | $269.8M | $300.8M | ||
| Q4 24 | $242.6M | $256.6M | ||
| Q3 24 | $158.1M | $252.8M | ||
| Q2 24 | $180.5M | $244.7M | ||
| Q1 24 | $142.6M | $273.4M |
股东权益MRCYRVLV
| Q4 25 | $1.5B | $512.5M | ||
| Q3 25 | $1.5B | $490.2M | ||
| Q2 25 | $1.5B | $468.6M | ||
| Q1 25 | $1.5B | $453.4M | ||
| Q4 24 | $1.5B | $437.8M | ||
| Q3 24 | $1.5B | $420.8M | ||
| Q2 24 | $1.5B | $405.8M | ||
| Q1 24 | $1.5B | $389.9M |
总资产MRCYRVLV
| Q4 25 | $2.5B | $765.0M | ||
| Q3 25 | $2.5B | $751.3M | ||
| Q2 25 | $2.4B | $722.9M | ||
| Q1 25 | $2.4B | $713.9M | ||
| Q4 24 | $2.4B | $665.5M | ||
| Q3 24 | $2.4B | $670.9M | ||
| Q2 24 | $2.4B | $657.8M | ||
| Q1 24 | $2.4B | $650.0M |
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 | $51.6M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $45.7M | $-13.3M |
| 自由现金流率自由现金流/营收 | 19.6% | -4.1% |
| 资本支出强度资本支出/营收 | 2.5% | 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 | $99.4M | $48.0M |
8季度趋势，按日历期对齐
经营现金流MRCYRVLV
| Q4 25 | $51.6M | $-10.2M | ||
| Q3 25 | $2.2M | $11.8M | ||
| Q2 25 | $38.1M | $12.6M | ||
| Q1 25 | $30.0M | $45.1M | ||
| Q4 24 | $85.5M | $3.9M | ||
| Q3 24 | $-14.7M | $9.1M | ||
| Q2 24 | $71.8M | $-24.7M | ||
| Q1 24 | $-17.8M | $38.4M |
自由现金流MRCYRVLV
| Q4 25 | $45.7M | $-13.3M | ||
| Q3 25 | $-4.4M | $7.5M | ||
| Q2 25 | $34.0M | $10.4M | ||
| Q1 25 | $24.1M | $43.4M | ||
| Q4 24 | $81.9M | $2.1M | ||
| Q3 24 | $-20.9M | $8.0M | ||
| Q2 24 | $61.4M | $-25.7M | ||
| Q1 24 | $-25.7M | $36.7M |
自由现金流率MRCYRVLV
| Q4 25 | 19.6% | -4.1% | ||
| Q3 25 | -1.9% | 2.5% | ||
| Q2 25 | 12.4% | 3.4% | ||
| Q1 25 | 11.4% | 14.6% | ||
| Q4 24 | 36.7% | 0.7% | ||
| Q3 24 | -10.2% | 2.8% | ||
| Q2 24 | 24.7% | -9.1% | ||
| Q1 24 | -12.4% | 13.5% |
资本支出强度MRCYRVLV
| Q4 25 | 2.5% | 1.0% | ||
| Q3 25 | 2.9% | 1.5% | ||
| Q2 25 | 1.5% | 0.7% | ||
| Q1 25 | 2.8% | 0.6% | ||
| Q4 24 | 1.6% | 0.6% | ||
| Q3 24 | 3.1% | 0.4% | ||
| Q2 24 | 4.2% | 0.4% | ||
| Q1 24 | 3.8% | 0.6% |
现金转化率MRCYRVLV
| Q4 25 | — | -0.55× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | 2.33× | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | -1.60× | ||
| Q1 24 | — | 3.53× |
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
MRCY
| Airborne | $84.2M | 36% |
| Components | $48.7M | 21% |
| Other End Applications | $36.8M | 16% |
| Electronic Warfare | $27.5M | 12% |
| Other Sensor And Effector Applications | $23.9M | 10% |
| Space | $11.9M | 5% |
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% |
