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ONITY GROUP INC.（ONIT）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ONITY GROUP INC.的1.1倍（$324.4M vs $290.0M），ONITY GROUP INC.净利率更高（43.9% vs 5.7%，领先38.1%），ONITY GROUP INC.同比增速更快（29.0% vs 10.4%），Revolve Group, Inc.自由现金流更多（$-13.3M vs $-750.9M），过去两年ONITY GROUP INC.的营收复合增速更高（10.1% vs 9.5%）
奥尼提集团（原奥克文）是一家提供住宅及商业抵押贷款 servicing、特殊 servicing以及资产管理服务的供应商，业务性质也可概括为向房主收取每月本金与利息。公司成立于1988年，总部位于佛罗里达州西棕榈滩，在美国多地及菲律宾、印度都设有办公及支持运营点。
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。
ONIT vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.1倍
$290.0M
营收增速更快
ONIT
高出18.6%
10.4%
净利率更高
ONIT
高出38.1%
5.7%
自由现金流更多
RVLV
多$737.6M
$-750.9M
两年增速更快
ONIT
近两年复合增速
9.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $290.0M | $324.4M |
| 净利润 | $127.2M | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | — | 6.3% |
| 净利率 | 43.9% | 5.7% |
| 营收同比 | 29.0% | 10.4% |
| 净利润同比 | 552.7% | 50.4% |
| 每股收益（稀释后） | $14.53 | $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ONITRVLV
| Q4 25 | $290.0M | $324.4M | ||
| Q3 25 | $280.3M | $295.6M | ||
| Q2 25 | $246.6M | $309.0M | ||
| Q1 25 | $249.8M | $296.7M | ||
| Q4 24 | $224.8M | $293.7M | ||
| Q3 24 | $265.7M | $283.1M | ||
| Q2 24 | $246.4M | $282.5M | ||
| Q1 24 | $239.1M | $270.6M |
净利润ONITRVLV
| Q4 25 | $127.2M | $18.6M | ||
| Q3 25 | $18.7M | $21.2M | ||
| Q2 25 | $21.5M | $10.2M | ||
| Q1 25 | $22.1M | $11.8M | ||
| Q4 24 | $-28.1M | $12.3M | ||
| Q3 24 | $21.4M | $11.0M | ||
| Q2 24 | $10.5M | $15.4M | ||
| Q1 24 | $30.1M | $10.9M |
毛利率ONITRVLV
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% | ||
| Q1 24 | — | 52.3% |
营业利润率ONITRVLV
| Q4 25 | — | 6.3% | ||
| Q3 25 | — | 7.1% | ||
| Q2 25 | — | 5.8% | ||
| Q1 25 | 3.6% | 5.0% | ||
| Q4 24 | -14.9% | 3.9% | ||
| Q3 24 | 10.4% | 5.0% | ||
| Q2 24 | 5.5% | 5.8% | ||
| Q1 24 | 13.3% | 3.4% |
净利率ONITRVLV
| Q4 25 | 43.9% | 5.7% | ||
| Q3 25 | 6.7% | 7.2% | ||
| Q2 25 | 8.7% | 3.3% | ||
| Q1 25 | 8.8% | 4.0% | ||
| Q4 24 | -12.5% | 4.2% | ||
| Q3 24 | 8.1% | 3.9% | ||
| Q2 24 | 4.3% | 5.4% | ||
| Q1 24 | 12.6% | 4.0% |
每股收益（稀释后）ONITRVLV
| Q4 25 | $14.53 | $0.27 | ||
| Q3 25 | $2.03 | $0.29 | ||
| Q2 25 | $2.40 | $0.14 | ||
| Q1 25 | $2.50 | $0.16 | ||
| Q4 24 | $-3.59 | $0.18 | ||
| Q3 24 | $2.65 | $0.15 | ||
| Q2 24 | $1.33 | $0.21 | ||
| Q1 24 | $3.74 | $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 | $180.5M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $627.9M | $512.5M |
| 总资产 | $16.2B | $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ONITRVLV
| Q4 25 | $180.5M | $292.3M | ||
| Q3 25 | $172.8M | $315.4M | ||
| Q2 25 | $194.3M | $310.7M | ||
| Q1 25 | $178.0M | $300.8M | ||
| Q4 24 | $184.8M | $256.6M | ||
| Q3 24 | $201.6M | $252.8M | ||
| Q2 24 | $203.1M | $244.7M | ||
| Q1 24 | $185.1M | $273.4M |
股东权益ONITRVLV
| Q4 25 | $627.9M | $512.5M | ||
| Q3 25 | $501.4M | $490.2M | ||
| Q2 25 | $481.9M | $468.6M | ||
| Q1 25 | $460.2M | $453.4M | ||
| Q4 24 | $442.9M | $437.8M | ||
| Q3 24 | $468.2M | $420.8M | ||
| Q2 24 | $446.2M | $405.8M | ||
| Q1 24 | $432.1M | $389.9M |
总资产ONITRVLV
| Q4 25 | $16.2B | $765.0M | ||
| Q3 25 | $16.1B | $751.3M | ||
| Q2 25 | $16.5B | $722.9M | ||
| Q1 25 | $16.3B | $713.9M | ||
| Q4 24 | $16.4B | $665.5M | ||
| Q3 24 | $13.2B | $670.9M | ||
| Q2 24 | $13.1B | $657.8M | ||
| Q1 24 | $13.1B | $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 | $-748.0M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $-750.9M | $-13.3M |
| 自由现金流率自由现金流/营收 | -258.9% | -4.1% |
| 资本支出强度资本支出/营收 | 1.0% | 1.0% |
| 现金转化率经营现金流/净利润 | -5.88× | -0.55× |
| 过去12个月自由现金流最近4个季度 | — | $48.0M |
8季度趋势，按日历期对齐
经营现金流ONITRVLV
| Q4 25 | $-748.0M | $-10.2M | ||
| Q3 25 | $229.5M | $11.8M | ||
| Q2 25 | $-598.8M | $12.6M | ||
| Q1 25 | $-148.1M | $45.1M | ||
| Q4 24 | $-573.8M | $3.9M | ||
| Q3 24 | $19.2M | $9.1M | ||
| Q2 24 | $-77.9M | $-24.7M | ||
| Q1 24 | $-297.1M | $38.4M |
自由现金流ONITRVLV
| Q4 25 | $-750.9M | $-13.3M | ||
| Q3 25 | $228.8M | $7.5M | ||
| Q2 25 | — | $10.4M | ||
| Q1 25 | $-148.4M | $43.4M | ||
| Q4 24 | $-574.6M | $2.1M | ||
| Q3 24 | $19.1M | $8.0M | ||
| Q2 24 | $-78.0M | $-25.7M | ||
| Q1 24 | $-297.2M | $36.7M |
自由现金流率ONITRVLV
| Q4 25 | -258.9% | -4.1% | ||
| Q3 25 | 81.6% | 2.5% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | -59.4% | 14.6% | ||
| Q4 24 | -255.6% | 0.7% | ||
| Q3 24 | 7.2% | 2.8% | ||
| Q2 24 | -31.7% | -9.1% | ||
| Q1 24 | -124.3% | 13.5% |
资本支出强度ONITRVLV
| Q4 25 | 1.0% | 1.0% | ||
| Q3 25 | 0.2% | 1.5% | ||
| Q2 25 | 0.0% | 0.7% | ||
| Q1 25 | 0.1% | 0.6% | ||
| Q4 24 | 0.4% | 0.6% | ||
| Q3 24 | 0.0% | 0.4% | ||
| Q2 24 | 0.0% | 0.4% | ||
| Q1 24 | 0.0% | 0.6% |
现金转化率ONITRVLV
| Q4 25 | -5.88× | -0.55× | ||
| Q3 25 | 12.27× | 0.56× | ||
| Q2 25 | -27.85× | 1.24× | ||
| Q1 25 | -6.70× | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | 0.90× | 0.83× | ||
| Q2 24 | -7.42× | -1.60× | ||
| Q1 24 | -9.87× | 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
ONIT
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% |
