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NETSCOUT SYSTEMS INC（NTCT）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NETSCOUT SYSTEMS INC的1.3倍（$324.4M vs $250.7M），NETSCOUT SYSTEMS INC净利率更高（22.0% vs 5.7%，领先16.3%），Revolve Group, Inc.同比增速更快（10.4% vs -0.5%），NETSCOUT SYSTEMS INC自由现金流更多（$59.3M vs $-13.3M），过去两年NETSCOUT SYSTEMS INC的营收复合增速更高（11.0% vs 9.5%）
NETSCOUT SYSTEMS INC是美国科技企业，1984年由阿尼尔·辛哈尔与纳伦德拉·波帕特创立，前身为Frontier Software，总部位于马萨诸塞州韦斯特福德。公司专注于软件可观测性、深度数据包检测、DDoS防护及AIOps领域，为客户提供相关技术解决方案。
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。
NTCT vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.3倍
$250.7M
营收增速更快
RVLV
高出11.0%
-0.5%
净利率更高
NTCT
高出16.3%
5.7%
自由现金流更多
NTCT
多$72.5M
$-13.3M
两年增速更快
NTCT
近两年复合增速
9.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $250.7M | $324.4M |
| 净利润 | $55.1M | $18.6M |
| 毛利率 | 81.6% | 53.3% |
| 营业利润率 | 25.7% | 6.3% |
| 净利率 | 22.0% | 5.7% |
| 营收同比 | -0.5% | 10.4% |
| 净利润同比 | 13.0% | 50.4% |
| 每股收益（稀释后） | $0.75 | $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NTCTRVLV
| Q4 25 | $250.7M | $324.4M | ||
| Q3 25 | $219.0M | $295.6M | ||
| Q2 25 | $186.7M | $309.0M | ||
| Q1 25 | $205.0M | $296.7M | ||
| Q4 24 | $252.0M | $293.7M | ||
| Q3 24 | $191.1M | $283.1M | ||
| Q2 24 | $174.6M | $282.5M | ||
| Q1 24 | $203.4M | $270.6M |
净利润NTCTRVLV
| Q4 25 | $55.1M | $18.6M | ||
| Q3 25 | $25.8M | $21.2M | ||
| Q2 25 | $-3.7M | $10.2M | ||
| Q1 25 | $18.6M | $11.8M | ||
| Q4 24 | $48.8M | $12.3M | ||
| Q3 24 | $9.0M | $11.0M | ||
| Q2 24 | $-443.4M | $15.4M | ||
| Q1 24 | $-32.4M | $10.9M |
毛利率NTCTRVLV
| Q4 25 | 81.6% | 53.3% | ||
| Q3 25 | 80.1% | 54.6% | ||
| Q2 25 | 76.7% | 54.1% | ||
| Q1 25 | 77.7% | 52.0% | ||
| Q4 24 | 81.5% | 52.5% | ||
| Q3 24 | 78.0% | 51.2% | ||
| Q2 24 | 74.6% | 54.0% | ||
| Q1 24 | 75.3% | 52.3% |
营业利润率NTCTRVLV
| Q4 25 | 25.7% | 6.3% | ||
| Q3 25 | 14.8% | 7.1% | ||
| Q2 25 | -3.5% | 5.8% | ||
| Q1 25 | 9.7% | 5.0% | ||
| Q4 24 | 24.5% | 3.9% | ||
| Q3 24 | 7.4% | 5.0% | ||
| Q2 24 | -265.4% | 5.8% | ||
| Q1 24 | -18.2% | 3.4% |
净利率NTCTRVLV
| Q4 25 | 22.0% | 5.7% | ||
| Q3 25 | 11.8% | 7.2% | ||
| Q2 25 | -2.0% | 3.3% | ||
| Q1 25 | 9.1% | 4.0% | ||
| Q4 24 | 19.4% | 4.2% | ||
| Q3 24 | 4.7% | 3.9% | ||
| Q2 24 | -254.0% | 5.4% | ||
| Q1 24 | -15.9% | 4.0% |
每股收益（稀释后）NTCTRVLV
| Q4 25 | $0.75 | $0.27 | ||
| Q3 25 | $0.35 | $0.29 | ||
| Q2 25 | $-0.05 | $0.14 | ||
| Q1 25 | $0.28 | $0.16 | ||
| Q4 24 | $0.67 | $0.18 | ||
| Q3 24 | $0.13 | $0.15 | ||
| Q2 24 | $-6.20 | $0.21 | ||
| Q1 24 | $-0.43 | $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 | $540.6M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.6B | $512.5M |
| 总资产 | $2.3B | $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NTCTRVLV
| Q4 25 | $540.6M | $292.3M | ||
| Q3 25 | $483.4M | $315.4M | ||
| Q2 25 | $489.6M | $310.7M | ||
| Q1 25 | $457.4M | $300.8M | ||
| Q4 24 | $398.4M | $256.6M | ||
| Q3 24 | $363.4M | $252.8M | ||
| Q2 24 | $362.2M | $244.7M | ||
| Q1 24 | $389.7M | $273.4M |
股东权益NTCTRVLV
| Q4 25 | $1.6B | $512.5M | ||
| Q3 25 | $1.6B | $490.2M | ||
| Q2 25 | $1.5B | $468.6M | ||
| Q1 25 | $1.6B | $453.4M | ||
| Q4 24 | $1.5B | $437.8M | ||
| Q3 24 | $1.5B | $420.8M | ||
| Q2 24 | $1.4B | $405.8M | ||
| Q1 24 | $1.9B | $389.9M |
总资产NTCTRVLV
| Q4 25 | $2.3B | $765.0M | ||
| Q3 25 | $2.2B | $751.3M | ||
| Q2 25 | $2.2B | $722.9M | ||
| Q1 25 | $2.2B | $713.9M | ||
| Q4 24 | $2.2B | $665.5M | ||
| Q3 24 | $2.1B | $670.9M | ||
| Q2 24 | $2.1B | $657.8M | ||
| Q1 24 | $2.6B | $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 | $62.1M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $59.3M | $-13.3M |
| 自由现金流率自由现金流/营收 | 23.6% | -4.1% |
| 资本支出强度资本支出/营收 | 1.1% | 1.0% |
| 现金转化率经营现金流/净利润 | 1.13× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $275.5M | $48.0M |
8季度趋势，按日历期对齐
经营现金流NTCTRVLV
| Q4 25 | $62.1M | $-10.2M | ||
| Q3 25 | $6.7M | $11.8M | ||
| Q2 25 | $73.6M | $12.6M | ||
| Q1 25 | $141.5M | $45.1M | ||
| Q4 24 | $41.5M | $3.9M | ||
| Q3 24 | $-3.7M | $9.1M | ||
| Q2 24 | $38.4M | $-24.7M | ||
| Q1 24 | $93.6M | $38.4M |
自由现金流NTCTRVLV
| Q4 25 | $59.3M | $-13.3M | ||
| Q3 25 | $4.4M | $7.5M | ||
| Q2 25 | $71.7M | $10.4M | ||
| Q1 25 | $140.1M | $43.4M | ||
| Q4 24 | $39.6M | $2.1M | ||
| Q3 24 | $-4.6M | $8.0M | ||
| Q2 24 | $37.2M | $-25.7M | ||
| Q1 24 | $92.0M | $36.7M |
自由现金流率NTCTRVLV
| Q4 25 | 23.6% | -4.1% | ||
| Q3 25 | 2.0% | 2.5% | ||
| Q2 25 | 38.4% | 3.4% | ||
| Q1 25 | 68.4% | 14.6% | ||
| Q4 24 | 15.7% | 0.7% | ||
| Q3 24 | -2.4% | 2.8% | ||
| Q2 24 | 21.3% | -9.1% | ||
| Q1 24 | 45.2% | 13.5% |
资本支出强度NTCTRVLV
| Q4 25 | 1.1% | 1.0% | ||
| Q3 25 | 1.0% | 1.5% | ||
| Q2 25 | 1.0% | 0.7% | ||
| Q1 25 | 0.7% | 0.6% | ||
| Q4 24 | 0.7% | 0.6% | ||
| Q3 24 | 0.5% | 0.4% | ||
| Q2 24 | 0.7% | 0.4% | ||
| Q1 24 | 0.8% | 0.6% |
现金转化率NTCTRVLV
| Q4 25 | 1.13× | -0.55× | ||
| Q3 25 | 0.26× | 0.56× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | 7.60× | 3.82× | ||
| Q4 24 | 0.85× | 0.32× | ||
| Q3 24 | -0.41× | 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
NTCT
| Services | $129.0M | 51% |
| Products | $121.7M | 49% |
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% |
