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NEOGEN CORP（NEOG）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NEOGEN CORP的1.4倍（$324.4M vs $224.7M），Revolve Group, Inc.净利率更高（5.7% vs -7.1%，领先12.8%），Revolve Group, Inc.同比增速更快（10.4% vs -2.8%），NEOGEN CORP自由现金流更多（$7.8M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs -0.9%）
Neogen Corporation是一家1982年成立、总部位于美国密歇根州兰辛的跨国食品安全企业，专注提供各类检测试剂盒及相关产品，用于筛查食品中的有害成分。目前业务覆盖美国、加拿大、英国、欧洲部分地区、墨西哥、巴西、印度、中国等多个国家，旗下拥有超100款药物检测试剂盒产品，可检测约300种相关违禁物质。
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。
NEOG vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.4倍
$224.7M
营收增速更快
RVLV
高出13.3%
-2.8%
净利率更高
RVLV
高出12.8%
-7.1%
自由现金流更多
NEOG
多$21.1M
$-13.3M
两年增速更快
RVLV
近两年复合增速
-0.9%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $224.7M | $324.4M |
| 净利润 | $-15.9M | $18.6M |
| 毛利率 | 47.5% | 53.3% |
| 营业利润率 | -2.4% | 6.3% |
| 净利率 | -7.1% | 5.7% |
| 营收同比 | -2.8% | 10.4% |
| 净利润同比 | 96.5% | 50.4% |
| 每股收益（稀释后） | $-0.07 | $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NEOGRVLV
| Q4 25 | $224.7M | $324.4M | ||
| Q3 25 | $209.2M | $295.6M | ||
| Q2 25 | $225.4M | $309.0M | ||
| Q1 25 | $221.0M | $296.7M | ||
| Q4 24 | $231.3M | $293.7M | ||
| Q3 24 | $217.0M | $283.1M | ||
| Q2 24 | $236.8M | $282.5M | ||
| Q1 24 | $228.8M | $270.6M |
净利润NEOGRVLV
| Q4 25 | $-15.9M | $18.6M | ||
| Q3 25 | $36.3M | $21.2M | ||
| Q2 25 | $-612.3M | $10.2M | ||
| Q1 25 | $-10.9M | $11.8M | ||
| Q4 24 | $-456.3M | $12.3M | ||
| Q3 24 | $-12.6M | $11.0M | ||
| Q2 24 | $-5.4M | $15.4M | ||
| Q1 24 | $-2.0M | $10.9M |
毛利率NEOGRVLV
| Q4 25 | 47.5% | 53.3% | ||
| Q3 25 | 45.4% | 54.6% | ||
| Q2 25 | 41.2% | 54.1% | ||
| Q1 25 | 49.9% | 52.0% | ||
| Q4 24 | 49.0% | 52.5% | ||
| Q3 24 | 48.4% | 51.2% | ||
| Q2 24 | 47.9% | 54.0% | ||
| Q1 24 | 51.1% | 52.3% |
营业利润率NEOGRVLV
| Q4 25 | -2.4% | 6.3% | ||
| Q3 25 | -7.7% | 7.1% | ||
| Q2 25 | -271.1% | 5.8% | ||
| Q1 25 | 2.4% | 5.0% | ||
| Q4 24 | -197.8% | 3.9% | ||
| Q3 24 | 1.0% | 5.0% | ||
| Q2 24 | 5.5% | 5.8% | ||
| Q1 24 | 5.3% | 3.4% |
净利率NEOGRVLV
| Q4 25 | -7.1% | 5.7% | ||
| Q3 25 | 17.4% | 7.2% | ||
| Q2 25 | -271.6% | 3.3% | ||
| Q1 25 | -4.9% | 4.0% | ||
| Q4 24 | -197.3% | 4.2% | ||
| Q3 24 | -5.8% | 3.9% | ||
| Q2 24 | -2.3% | 5.4% | ||
| Q1 24 | -0.9% | 4.0% |
每股收益（稀释后）NEOGRVLV
| Q4 25 | $-0.07 | $0.27 | ||
| Q3 25 | $0.17 | $0.29 | ||
| Q2 25 | $-2.82 | $0.14 | ||
| Q1 25 | $-0.05 | $0.16 | ||
| Q4 24 | $-2.10 | $0.18 | ||
| Q3 24 | $-0.06 | $0.15 | ||
| Q2 24 | $-0.02 | $0.21 | ||
| Q1 24 | $-0.01 | $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 | $145.3M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $512.5M |
| 总资产 | $3.4B | $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NEOGRVLV
| Q4 25 | $145.3M | $292.3M | ||
| Q3 25 | $138.9M | $315.4M | ||
| Q2 25 | $129.0M | $310.7M | ||
| Q1 25 | $127.7M | $300.8M | ||
| Q4 24 | $140.2M | $256.6M | ||
| Q3 24 | $120.5M | $252.8M | ||
| Q2 24 | $170.9M | $244.7M | ||
| Q1 24 | $168.4M | $273.4M |
股东权益NEOGRVLV
| Q4 25 | $2.1B | $512.5M | ||
| Q3 25 | $2.1B | $490.2M | ||
| Q2 25 | $2.1B | $468.6M | ||
| Q1 25 | $2.7B | $453.4M | ||
| Q4 24 | $2.7B | $437.8M | ||
| Q3 24 | $3.1B | $420.8M | ||
| Q2 24 | $3.1B | $405.8M | ||
| Q1 24 | $3.1B | $389.9M |
总资产NEOGRVLV
| Q4 25 | $3.4B | $765.0M | ||
| Q3 25 | $3.4B | $751.3M | ||
| Q2 25 | $3.4B | $722.9M | ||
| Q1 25 | $4.0B | $713.9M | ||
| Q4 24 | $4.1B | $665.5M | ||
| Q3 24 | $4.5B | $670.9M | ||
| Q2 24 | $4.5B | $657.8M | ||
| Q1 24 | $4.6B | $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 | $19.4M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $7.8M | $-13.3M |
| 自由现金流率自由现金流/营收 | 3.5% | -4.1% |
| 资本支出强度资本支出/营收 | 5.2% | 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 | $-18.5M | $48.0M |
8季度趋势，按日历期对齐
经营现金流NEOGRVLV
| Q4 25 | $19.4M | $-10.2M | ||
| Q3 25 | $10.9M | $11.8M | ||
| Q2 25 | $16.4M | $12.6M | ||
| Q1 25 | $19.5M | $45.1M | ||
| Q4 24 | $40.3M | $3.9M | ||
| Q3 24 | $-17.9M | $9.1M | ||
| Q2 24 | $26.7M | $-24.7M | ||
| Q1 24 | $-30.2M | $38.4M |
自由现金流NEOGRVLV
| Q4 25 | $7.8M | $-13.3M | ||
| Q3 25 | $-13.1M | $7.5M | ||
| Q2 25 | $349.0K | $10.4M | ||
| Q1 25 | $-13.4M | $43.4M | ||
| Q4 24 | $23.1M | $2.1M | ||
| Q3 24 | $-56.3M | $8.0M | ||
| Q2 24 | $2.5M | $-25.7M | ||
| Q1 24 | $-62.3M | $36.7M |
自由现金流率NEOGRVLV
| Q4 25 | 3.5% | -4.1% | ||
| Q3 25 | -6.3% | 2.5% | ||
| Q2 25 | 0.2% | 3.4% | ||
| Q1 25 | -6.1% | 14.6% | ||
| Q4 24 | 10.0% | 0.7% | ||
| Q3 24 | -26.0% | 2.8% | ||
| Q2 24 | 1.1% | -9.1% | ||
| Q1 24 | -27.2% | 13.5% |
资本支出强度NEOGRVLV
| Q4 25 | 5.2% | 1.0% | ||
| Q3 25 | 11.5% | 1.5% | ||
| Q2 25 | 7.1% | 0.7% | ||
| Q1 25 | 14.9% | 0.6% | ||
| Q4 24 | 7.4% | 0.6% | ||
| Q3 24 | 17.7% | 0.4% | ||
| Q2 24 | 10.2% | 0.4% | ||
| Q1 24 | 14.0% | 0.6% |
现金转化率NEOGRVLV
| Q4 25 | — | -0.55× | ||
| Q3 25 | 0.30× | 0.56× | ||
| Q2 25 | — | 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
NEOG
| Other | $109.2M | 49% |
| Bacterial And General Sanitation | $44.9M | 20% |
| Services | $25.7M | 11% |
| Natural Toxins And Allergens | $20.4M | 9% |
| Animal Care | $8.9M | 4% |
| Genomics Services | $6.3M | 3% |
| Biosecurity Products | $4.6M | 2% |
| Life Sciences | $1.4M | 1% |
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% |
