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NOVANTA INC(NOVT)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NOVANTA INC的1.3倍($324.4M vs $258.3M),NOVANTA INC净利率更高(6.8% vs 5.7%,领先1.0%),Revolve Group, Inc.同比增速更快(10.4% vs 8.5%),NOVANTA INC自由现金流更多($5.1M vs $-13.3M),过去两年Revolve Group, Inc.的营收复合增速更高(9.5% vs 5.8%)
Novanta Inc是一家全球技术供应商,主营高精度光子学、运动控制与机器视觉解决方案,核心服务领域覆盖医疗设备制造、先进工业自动化、机器人及生命科学行业,助力全球客户提升产品性能、推动技术创新。
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。
NOVT vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.3倍
$258.3M
营收增速更快
RVLV
高出1.9%
8.5%
净利率更高
NOVT
高出1.0%
5.7%
自由现金流更多
NOVT
多$18.4M
$-13.3M
两年增速更快
RVLV
近两年复合增速
5.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $258.3M | $324.4M |
| 净利润 | $17.5M | $18.6M |
| 毛利率 | 43.8% | 53.3% |
| 营业利润率 | 9.6% | 6.3% |
| 净利率 | 6.8% | 5.7% |
| 营收同比 | 8.5% | 10.4% |
| 净利润同比 | 6.1% | 50.4% |
| 每股收益(稀释后) | $0.46 | $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
NOVT
RVLV
| Q4 25 | $258.3M | $324.4M | ||
| Q3 25 | $247.8M | $295.6M | ||
| Q2 25 | $241.0M | $309.0M | ||
| Q1 25 | $233.4M | $296.7M | ||
| Q4 24 | $238.1M | $293.7M | ||
| Q3 24 | $244.4M | $283.1M | ||
| Q2 24 | $235.9M | $282.5M | ||
| Q1 24 | $230.9M | $270.6M |
净利润
NOVT
RVLV
| Q4 25 | $17.5M | $18.6M | ||
| Q3 25 | $10.7M | $21.2M | ||
| Q2 25 | $4.5M | $10.2M | ||
| Q1 25 | $21.2M | $11.8M | ||
| Q4 24 | $16.5M | $12.3M | ||
| Q3 24 | $19.2M | $11.0M | ||
| Q2 24 | $13.8M | $15.4M | ||
| Q1 24 | $14.7M | $10.9M |
毛利率
NOVT
RVLV
| Q4 25 | 43.8% | 53.3% | ||
| Q3 25 | 44.8% | 54.6% | ||
| Q2 25 | 44.3% | 54.1% | ||
| Q1 25 | 44.7% | 52.0% | ||
| Q4 24 | 45.5% | 52.5% | ||
| Q3 24 | 44.7% | 51.2% | ||
| Q2 24 | 44.0% | 54.0% | ||
| Q1 24 | 43.5% | 52.3% |
营业利润率
NOVT
RVLV
| Q4 25 | 9.6% | 6.3% | ||
| Q3 25 | 8.8% | 7.1% | ||
| Q2 25 | 6.2% | 5.8% | ||
| Q1 25 | 13.9% | 5.0% | ||
| Q4 24 | 11.2% | 3.9% | ||
| Q3 24 | 13.3% | 5.0% | ||
| Q2 24 | 10.9% | 5.8% | ||
| Q1 24 | 11.1% | 3.4% |
净利率
NOVT
RVLV
| Q4 25 | 6.8% | 5.7% | ||
| Q3 25 | 4.3% | 7.2% | ||
| Q2 25 | 1.9% | 3.3% | ||
| Q1 25 | 9.1% | 4.0% | ||
| Q4 24 | 6.9% | 4.2% | ||
| Q3 24 | 7.9% | 3.9% | ||
| Q2 24 | 5.8% | 5.4% | ||
| Q1 24 | 6.4% | 4.0% |
每股收益(稀释后)
NOVT
RVLV
| Q4 25 | $0.46 | $0.27 | ||
| Q3 25 | $0.30 | $0.29 | ||
| Q2 25 | $0.12 | $0.14 | ||
| Q1 25 | $0.59 | $0.16 | ||
| Q4 24 | $0.45 | $0.18 | ||
| Q3 24 | $0.53 | $0.15 | ||
| Q2 24 | $0.38 | $0.21 | ||
| Q1 24 | $0.41 | $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 | $380.9M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $512.5M |
| 总资产 | $1.8B | $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
NOVT
RVLV
| Q4 25 | $380.9M | $292.3M | ||
| Q3 25 | $89.2M | $315.4M | ||
| Q2 25 | $109.9M | $310.7M | ||
| Q1 25 | $106.0M | $300.8M | ||
| Q4 24 | $114.0M | $256.6M | ||
| Q3 24 | $92.7M | $252.8M | ||
| Q2 24 | $98.5M | $244.7M | ||
| Q1 24 | $93.5M | $273.4M |
股东权益
NOVT
RVLV
| Q4 25 | $1.3B | $512.5M | ||
| Q3 25 | $801.5M | $490.2M | ||
| Q2 25 | $801.4M | $468.6M | ||
| Q1 25 | $769.8M | $453.4M | ||
| Q4 24 | $745.7M | $437.8M | ||
| Q3 24 | $742.2M | $420.8M | ||
| Q2 24 | $702.0M | $405.8M | ||
| Q1 24 | $681.7M | $389.9M |
总资产
NOVT
RVLV
| Q4 25 | $1.8B | $765.0M | ||
| Q3 25 | $1.5B | $751.3M | ||
| Q2 25 | $1.5B | $722.9M | ||
| Q1 25 | $1.4B | $713.9M | ||
| Q4 24 | $1.4B | $665.5M | ||
| Q3 24 | $1.4B | $670.9M | ||
| Q2 24 | $1.4B | $657.8M | ||
| Q1 24 | $1.4B | $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 | $8.8M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $5.1M | $-13.3M |
| 自由现金流率自由现金流/营收 | 2.0% | -4.1% |
| 资本支出强度资本支出/营收 | 1.4% | 1.0% |
| 现金转化率经营现金流/净利润 | 0.50× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $48.4M | $48.0M |
8季度趋势,按日历期对齐
经营现金流
NOVT
RVLV
| Q4 25 | $8.8M | $-10.2M | ||
| Q3 25 | $8.5M | $11.8M | ||
| Q2 25 | $15.1M | $12.6M | ||
| Q1 25 | $31.7M | $45.1M | ||
| Q4 24 | $61.6M | $3.9M | ||
| Q3 24 | $23.0M | $9.1M | ||
| Q2 24 | $41.1M | $-24.7M | ||
| Q1 24 | $32.8M | $38.4M |
自由现金流
NOVT
RVLV
| Q4 25 | $5.1M | $-13.3M | ||
| Q3 25 | $4.2M | $7.5M | ||
| Q2 25 | $11.7M | $10.4M | ||
| Q1 25 | $27.4M | $43.4M | ||
| Q4 24 | $59.3M | $2.1M | ||
| Q3 24 | $19.5M | $8.0M | ||
| Q2 24 | $36.2M | $-25.7M | ||
| Q1 24 | $26.4M | $36.7M |
自由现金流率
NOVT
RVLV
| Q4 25 | 2.0% | -4.1% | ||
| Q3 25 | 1.7% | 2.5% | ||
| Q2 25 | 4.8% | 3.4% | ||
| Q1 25 | 11.7% | 14.6% | ||
| Q4 24 | 24.9% | 0.7% | ||
| Q3 24 | 8.0% | 2.8% | ||
| Q2 24 | 15.3% | -9.1% | ||
| Q1 24 | 11.4% | 13.5% |
资本支出强度
NOVT
RVLV
| Q4 25 | 1.4% | 1.0% | ||
| Q3 25 | 1.7% | 1.5% | ||
| Q2 25 | 1.4% | 0.7% | ||
| Q1 25 | 1.8% | 0.6% | ||
| Q4 24 | 0.9% | 0.6% | ||
| Q3 24 | 1.5% | 0.4% | ||
| Q2 24 | 2.1% | 0.4% | ||
| Q1 24 | 2.8% | 0.6% |
现金转化率
NOVT
RVLV
| Q4 25 | 0.50× | -0.55× | ||
| Q3 25 | 0.80× | 0.56× | ||
| Q2 25 | 3.35× | 1.24× | ||
| Q1 25 | 1.49× | 3.82× | ||
| Q4 24 | 3.74× | 0.32× | ||
| Q3 24 | 1.20× | 0.83× | ||
| Q2 24 | 2.99× | -1.60× | ||
| Q1 24 | 2.24× | 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
NOVT
暂无分部数据
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% |