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MARZETTI CO（MZTI）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
MARZETTI CO的季度营收约是Revolve Group, Inc.的1.6倍（$518.0M vs $324.4M），MARZETTI CO净利率更高（11.4% vs 5.7%，领先5.7%），Revolve Group, Inc.同比增速更快（10.4% vs 1.7%），MARZETTI CO自由现金流更多（$70.9M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs 4.8%）
T.马泽蒂公司是兰开斯特殖民地集团旗下的特色食品事业部，生产沙拉酱、果蔬蘸酱、冷冻烘焙食品及多款特色品牌产品，是俄亥俄州中部规模最大的食品饮料企业之一，总部位于俄亥俄州韦斯特维尔，由特蕾莎·马泽蒂创立。
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。
MZTI vs RVLV — 直观对比
营收规模更大
MZTI
是对方的1.6倍
$324.4M
营收增速更快
RVLV
高出8.7%
1.7%
净利率更高
MZTI
高出5.7%
5.7%
自由现金流更多
MZTI
多$84.2M
$-13.3M
两年增速更快
RVLV
近两年复合增速
4.8%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $518.0M | $324.4M |
| 净利润 | $59.1M | $18.6M |
| 毛利率 | 26.5% | 53.3% |
| 营业利润率 | 14.5% | 6.3% |
| 净利率 | 11.4% | 5.7% |
| 营收同比 | 1.7% | 10.4% |
| 净利润同比 | 20.6% | 50.4% |
| 每股收益（稀释后） | $2.15 | $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MZTIRVLV
| Q4 25 | $518.0M | $324.4M | ||
| Q3 25 | $493.5M | $295.6M | ||
| Q2 25 | $475.4M | $309.0M | ||
| Q1 25 | $457.8M | $296.7M | ||
| Q4 24 | $509.3M | $293.7M | ||
| Q3 24 | $466.6M | $283.1M | ||
| Q2 24 | $452.8M | $282.5M | ||
| Q1 24 | $471.4M | $270.6M |
净利润MZTIRVLV
| Q4 25 | $59.1M | $18.6M | ||
| Q3 25 | $47.2M | $21.2M | ||
| Q2 25 | $32.5M | $10.2M | ||
| Q1 25 | $41.1M | $11.8M | ||
| Q4 24 | $49.0M | $12.3M | ||
| Q3 24 | $44.7M | $11.0M | ||
| Q2 24 | $34.8M | $15.4M | ||
| Q1 24 | $28.4M | $10.9M |
毛利率MZTIRVLV
| Q4 25 | 26.5% | 53.3% | ||
| Q3 25 | 24.1% | 54.6% | ||
| Q2 25 | 22.3% | 54.1% | ||
| Q1 25 | 23.1% | 52.0% | ||
| Q4 24 | 26.1% | 52.5% | ||
| Q3 24 | 23.8% | 51.2% | ||
| Q2 24 | 21.6% | 54.0% | ||
| Q1 24 | 22.2% | 52.3% |
营业利润率MZTIRVLV
| Q4 25 | 14.5% | 6.3% | ||
| Q3 25 | 12.0% | 7.1% | ||
| Q2 25 | 8.2% | 5.8% | ||
| Q1 25 | 10.9% | 5.0% | ||
| Q4 24 | 14.9% | 3.9% | ||
| Q3 24 | 12.0% | 5.0% | ||
| Q2 24 | 9.2% | 5.8% | ||
| Q1 24 | 7.5% | 3.4% |
净利率MZTIRVLV
| Q4 25 | 11.4% | 5.7% | ||
| Q3 25 | 9.6% | 7.2% | ||
| Q2 25 | 6.8% | 3.3% | ||
| Q1 25 | 9.0% | 4.0% | ||
| Q4 24 | 9.6% | 4.2% | ||
| Q3 24 | 9.6% | 3.9% | ||
| Q2 24 | 7.7% | 5.4% | ||
| Q1 24 | 6.0% | 4.0% |
每股收益（稀释后）MZTIRVLV
| Q4 25 | $2.15 | $0.27 | ||
| Q3 25 | $1.71 | $0.29 | ||
| Q2 25 | $1.18 | $0.14 | ||
| Q1 25 | $1.49 | $0.16 | ||
| Q4 24 | $1.78 | $0.18 | ||
| Q3 24 | $1.62 | $0.15 | ||
| Q2 24 | $1.27 | $0.21 | ||
| Q1 24 | $1.03 | $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 | $201.6M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $512.5M |
| 总资产 | $1.3B | $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MZTIRVLV
| Q4 25 | $201.6M | $292.3M | ||
| Q3 25 | $182.2M | $315.4M | ||
| Q2 25 | $161.5M | $310.7M | ||
| Q1 25 | $124.6M | $300.8M | ||
| Q4 24 | $203.1M | $256.6M | ||
| Q3 24 | $135.1M | $252.8M | ||
| Q2 24 | $163.4M | $244.7M | ||
| Q1 24 | $164.8M | $273.4M |
股东权益MZTIRVLV
| Q4 25 | $1.0B | $512.5M | ||
| Q3 25 | $1.0B | $490.2M | ||
| Q2 25 | $998.5M | $468.6M | ||
| Q1 25 | $996.2M | $453.4M | ||
| Q4 24 | $979.9M | $437.8M | ||
| Q3 24 | $945.1M | $420.8M | ||
| Q2 24 | $925.8M | $405.8M | ||
| Q1 24 | $912.9M | $389.9M |
总资产MZTIRVLV
| Q4 25 | $1.3B | $765.0M | ||
| Q3 25 | $1.3B | $751.3M | ||
| Q2 25 | $1.3B | $722.9M | ||
| Q1 25 | $1.3B | $713.9M | ||
| Q4 24 | $1.2B | $665.5M | ||
| Q3 24 | $1.2B | $670.9M | ||
| Q2 24 | $1.2B | $657.8M | ||
| Q1 24 | $1.2B | $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 | $88.6M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $70.9M | $-13.3M |
| 自由现金流率自由现金流/营收 | 13.7% | -4.1% |
| 资本支出强度资本支出/营收 | 3.4% | 1.0% |
| 现金转化率经营现金流/净利润 | 1.50× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $229.5M | $48.0M |
8季度趋势，按日历期对齐
经营现金流MZTIRVLV
| Q4 25 | $88.6M | $-10.2M | ||
| Q3 25 | $69.5M | $11.8M | ||
| Q2 25 | $88.2M | $12.6M | ||
| Q1 25 | $45.8M | $45.1M | ||
| Q4 24 | $107.6M | $3.9M | ||
| Q3 24 | $19.9M | $9.1M | ||
| Q2 24 | $34.1M | $-24.7M | ||
| Q1 24 | $75.9M | $38.4M |
自由现金流MZTIRVLV
| Q4 25 | $70.9M | $-13.3M | ||
| Q3 25 | $53.9M | $7.5M | ||
| Q2 25 | $73.9M | $10.4M | ||
| Q1 25 | $30.8M | $43.4M | ||
| Q4 24 | $96.6M | $2.1M | ||
| Q3 24 | $2.3M | $8.0M | ||
| Q2 24 | $18.5M | $-25.7M | ||
| Q1 24 | $61.1M | $36.7M |
自由现金流率MZTIRVLV
| Q4 25 | 13.7% | -4.1% | ||
| Q3 25 | 10.9% | 2.5% | ||
| Q2 25 | 15.5% | 3.4% | ||
| Q1 25 | 6.7% | 14.6% | ||
| Q4 24 | 19.0% | 0.7% | ||
| Q3 24 | 0.5% | 2.8% | ||
| Q2 24 | 4.1% | -9.1% | ||
| Q1 24 | 13.0% | 13.5% |
资本支出强度MZTIRVLV
| Q4 25 | 3.4% | 1.0% | ||
| Q3 25 | 3.2% | 1.5% | ||
| Q2 25 | 3.0% | 0.7% | ||
| Q1 25 | 3.3% | 0.6% | ||
| Q4 24 | 2.2% | 0.6% | ||
| Q3 24 | 3.8% | 0.4% | ||
| Q2 24 | 3.4% | 0.4% | ||
| Q1 24 | 3.2% | 0.6% |
现金转化率MZTIRVLV
| Q4 25 | 1.50× | -0.55× | ||
| Q3 25 | 1.47× | 0.56× | ||
| Q2 25 | 2.71× | 1.24× | ||
| Q1 25 | 1.11× | 3.82× | ||
| Q4 24 | 2.20× | 0.32× | ||
| Q3 24 | 0.45× | 0.83× | ||
| Q2 24 | 0.98× | -1.60× | ||
| Q1 24 | 2.68× | 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
MZTI
| National Accounts | $177.4M | 34% |
| Dressings And Sauces | $169.5M | 33% |
| Frozen Breads And Other | $62.7M | 12% |
| Branded And Other | $54.8M | 11% |
| Refrigerated Dressings Dips And Other | $46.2M | 9% |
| Other Dressings And Sauces For TSA | $8.2M | 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% |
